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← O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN

Form 990 for tax year 2023

Filed by O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN.

Totals

Total revenue
$353,878
Total expenses
$341,942
Contributions and grants received
$353,878
Grants paid
$222,331
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$524,137
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$524,137
Program services expenses (Part IX)
$336,347
Management and general expenses
$5,595
Fundraising expenses
$0
Program service expenses (Part III)
$336,347

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $353,878

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $96,801 · program services $96,801

  • 2 · Grants to domestic individuals

    total $125,530 · program services $125,530

  • 11b · Fees: legal

    total $135 · management and general $135

  • 11c · Fees: accounting

    total $5,460 · management and general $5,460

  • 13 · Office expenses

    total $4,248 · program services $4,248

  • 24a · Other expenses: RETURN OF GRANT FUNDS

    total $109,768 · program services $109,768

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $513,201 · end of year $524,137

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $513,201 · end of year $524,137

Mission and programs · 2023

Mission

THE ORGANIZATION IS COMMITTED TO PROGRAMS THAT SUPPORT EDUCATION, HEALTHCARE AND EMPLOYEE ASSISTANCE IN OUR COMMUNITY AND AROUND THE WORLD. WE SUPPORT OUR TEAM MEMBERS AND THEIR FAMILIES IN TIMES OF CRISIS OR WITH EDUCATIONAL ENDEAVORS.

  • THE ORGANIZATION PROVIDES GRANTS AND ASSISTANCE TO EDUCATIONAL INSTITUTIONS, NONPROFIT ORGANIZATIONS AND INDIVIDUALS TO FACILITATE HIGHER EDUCATION, SCIENTIFIC RESEARCH, AND CHARITABLE GIVING. DURING 2023, THE ORGANIZATION PROVIDED 53 EDUCATIONAL SCHOLARSHIPS, 25 GRANTS TO HEALTHCARE OR EDUCATIONAL INSTITUTIONS AND PROVIDED TEAM MEMBER ASSISTANCE TO 201 INDIVIDUALS.

    Expenses $336,347 · Grants $222,331

As filed on the 2023 return.

Listed in Part VII

  • O Wayne Mortenson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Glenda Sue Mortenson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Emily Kiefer

    SECRETARY/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tanya Stewart

    TREASURER/DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Dawn Brutscher

    EXECUTIVE DIRECTOR/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dena Engilman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William D Engilman

    DIRECTOR (UNTIL 7/15/23)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • UNIVERSITY OF KENTUCKY

    $25,200

    TO SUPPORT THE EDUCATIONAL PURPOSE OF THE ORGANIZATION

  • WATER STEP

    $10,000

    TO SUPPORT THE ORGANIZATION'S CHARITABLE PURPOSE

  • CANDLER FOUNDATION INC

    $5,833

    TO SUPPORT THE ORGANIZATION'S CHARITABLE PURPOSE

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443199349310669

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