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← O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN

Form 990 for tax year 2024

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

Totals

Total revenue
$315,006
Total expenses
$258,922
Contributions and grants received
$312,200
Grants paid
$248,458
Program service revenue
$0
Investment income
$2,806
Other revenue
$0
Total assets, end of year
$593,727
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$593,727
Program services expenses (Part IX)
$253,157
Management and general expenses
$5,765
Fundraising expenses
$0
Program service expenses (Part III)
$253,157

Program services were 97.8% 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

    $312,200

  • 3 · Investment income

    total $2,806 · excluded $2,806

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $87,228 · program services $87,228

  • 2 · Grants to domestic individuals

    total $161,230 · program services $161,230

  • 11c · Fees: accounting

    total $5,765 · management and general $5,765

  • 13 · Office expenses

    total $4,699 · program services $4,699

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $524,137 · end of year $40,824

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $127,076

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $425,827

  • 27 · Net assets without donor restrictions

    beginning of year $524,137 · end of year $578,727

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $15,000

Mission and programs · 2024

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 2024, THE ORGANIZATION PROVIDED 52 EDUCATIONAL SCHOLARSHIPS, 19 GRANTS TO HEALTHCARE OR EDUCATIONAL INSTITUTIONS AND PROVIDED TEAM MEMBER ASSISTANCE TO 228 INDIVIDUALS.

    Expenses $253,157 · Grants $248,458

As filed on the 2024 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

    Total calculated
    $0
    Hours/week
    1

  • TANYA STEWART

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • DAWN BRUTSCHER

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENA ENGILMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHI BUI

    CHAIR, SCHOLARSHIP COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • STACEY PAUL

    CHAIR, GRANTS COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • CASSIDY RUTLEDGE

    CHAIR, EMPLOYEE RELIEF FUND COMMITTEE

    Total calculated
    $0
    Hours/week
    2

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

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202523169349304602

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