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Nonprofiteer
← SONS OF NORWAY

Form 990 for tax year 2023

Filed by SONS OF NORWAY.

Totals

Total revenue
$109,058
Total expenses
$134,114
Contributions and grants received
$10,383
Grants paid
$57,000
Program service revenue
$9,432
Investment income
$89,243
Other revenue
$0
Total assets, end of year
$2,007,470
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,007,470
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 1b · Membership dues

    $4,283

  • 1f · All other contributions, gifts and grants

    $6,100

  • 2a · Program service revenue: SOCIAL FUNCTIONS

    total $9,432 · related or exempt $9,432

  • 3 · Investment income

    total $39,259 · excluded $39,259

  • 7a · Gross sales of assets other than inventory

    securities $4,732,981 · other assets $3,330

  • 7b · Less cost or other basis and sales expenses

    securities $4,686,327

  • 7c · Gain or loss

    securities $46,654 · other assets $3,330

  • 7d · Net gain or loss

    total $49,984 · excluded $49,984

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,750

  • 2 · Grants to domestic individuals

    total $24,250

  • 11b · Fees: legal

    total $1,358

  • 11c · Fees: accounting

    total $1,945

  • 11f · Fees: investment management

    total $4,938

  • 11g · Fees: other

    total $2,995

  • 13 · Office expenses

    total $719

  • 16 · Occupancy

    total $1,500

  • 23 · Insurance

    total $911

  • 24a · Other expenses: CLUBHOUSE IMPROVEMENTS

    total $33,252

  • 24b · Other expenses: SOCIAL FUNCTIONS

    total $18,918

  • 24c · Other expenses: UTILITIES

    total $7,961

  • 24d · Other expenses: SUPPLIES

    total $1,075

  • 24e · All other expenses

    total $1,542

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,499 · end of year $35,843

  • 2 · Savings and temporary cash investments

    beginning of year $372,681 · end of year $220,673

  • 4 · Accounts receivable

    beginning of year $2,576 · end of year $2,576

  • 11 · Investments: publicly traded securities

    beginning of year $1,614,126 · end of year $1,748,378

  • 27 · Net assets without donor restrictions

    beginning of year $1,267,445 · end of year $1,264,033

  • 28 · Net assets with donor restrictions

    beginning of year $743,437 · end of year $743,437

Mission and programs · 2023

Mission

FRATERNAL ORGANIZATION OF NORWEGIAN DESCENT.

  • PEDER P JOHNSEN EDUCATIONAL/SCHOLARSHIP FUND PROVIDES GRANTS TO BEGINNING, CONTINUING AND GRADUATE COLLEGE AND UNIVERSITY STUDENTS OF NORWEGIAN DESCENT IN NORTHERN CALIFORNIA. 10 TO 20 GRANTS ARE GIVEN EACH YEAR.

  • SOCIAL FUNCTIONS ARE HELD EACH YEAR FOR THE LODGE ANNIVERSARY, NORWEGIAN CONSTITUTION DAY, LEIF ERIKSON DAY AND CHRISTMAS. CHARGES IN THE LARGE SOCIALS USUALLY COVER COSTS AND OFTEN OVER 100 PEOPLE ATTEND EACH.

  • A LODGE NEWSLETTER IS PUBLISHED MONTHLY LISTING A CALENDAR OF EVENTS FOR THE LODGE, EVENTS AT OTHER LODGES AND NEWS OF INTEREST TO THE NORWEGIAN COMMUNITY. ABOUT 400 COPIES ARE MAILED EACH MONTH.

  • GRANTS ARE GIVEN TO MEMBERS ELECTED AS LODGE DELEGATES TO DISTRICT AND INTERNATIONAL CONVENTIONS OF THE SONS OF NORWAY. THESE GRANTS COVER A SMALL PART OF THE DELEGATE'S COST OF ATTENDANCE. CONVENTIONS ARE HELD BI- ANNUALLY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joy Anne Gundersen

    VICE PRESIDE

    Total calculated
    $599
    From this org
    $0
    From related orgs
    $0
    Other
    $599
    Hours/week
    1

  • Laurie Mittelstadt

    PRESIDENT

    Total calculated
    $599
    From this org
    $0
    From related orgs
    $0
    Other
    $599
    Hours/week
    2

  • Erdmann Harmut Rogge

    SECRETARY

    Total calculated
    $599
    From this org
    $0
    From related orgs
    $0
    Other
    $599
    Hours/week
    1

  • Vicki Running

    TREASURER

    Total calculated
    $599
    From this org
    $0
    From related orgs
    $0
    Other
    $599
    Hours/week
    3

  • Jan E Stiggins

    FINANCIAL SE

    Total calculated
    $599
    From this org
    $0
    From related orgs
    $0
    Other
    $599
    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

Provenance

Return type
form_990
Tax year
2023
Filed
27 August 2024
IRS schema version
2023v5.0
Source object
202432439349301233

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