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Nonprofiteer
← SONS OF NORWAY FOUNDATION

Form 990 for tax year 2022

Filed by SONS OF NORWAY FOUNDATION.

Totals

Total revenue
$981,213
Total expenses
$637,953
Contributions and grants received
$794,469
Grants paid
$215,191
Program service revenue
$0
Investment income
$186,744
Other revenue
$0
Total assets, end of year
$10,627,129
Total liabilities, end of year
$100,367
Net assets or fund balances, end of year
$10,526,762
Program services expenses (Part IX)
$447,187
Management and general expenses
$91,158
Fundraising expenses
$99,608
Program service expenses (Part III)
$447,187

Program services were 70.1% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $187,400

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $607,069

  • 1g · Noncash contributions included above

    $187,400

  • 3 · Investment income

    total $183,850 · related or exempt $183,850 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $405,554 · other assets $0

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

    securities $402,660 · other assets $0

  • 7c · Gain or loss

    securities $2,894 · other assets $0

  • 7d · Net gain or loss

    total $2,894 · related or exempt $2,894 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $61,191 · program services $61,191

  • 2 · Grants to domestic individuals

    total $137,000 · program services $137,000

  • 3 · Grants to foreign organizations and individuals

    total $17,000 · program services $17,000

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $341,100 · program services $204,660 · management and general $68,220 · fundraising $68,220

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $3,143 · program services $1,886 · management and general $628 · fundraising $629

  • 9 · Other employee benefits

    total $670 · program services $402 · management and general $134 · fundraising $134

  • 10 · Payroll taxes

    total $6,155 · program services $3,693 · management and general $1,231 · fundraising $1,231

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $14,465 · program services $0 · management and general $14,465 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $22,841 · program services $5,374 · management and general $0 · fundraising $17,467

  • 13 · Office expenses

    total $2,680 · program services $0 · management and general $1,153 · fundraising $1,527

  • 16 · Occupancy

    total $26,635 · program services $15,981 · management and general $5,327 · fundraising $5,327

  • 17 · Travel

    total $5,073 · program services $0 · management and general $0 · fundraising $5,073

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,071,562 · end of year $398,039

  • 2 · Savings and temporary cash investments

    beginning of year $578,243 · end of year $1,033,193

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,945 · end of year $8,432

  • 11 · Investments: publicly traded securities

    beginning of year $9,506,910 · end of year $8,571,961

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $748,881 · end of year $615,504

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,888 · end of year $29,660

  • 19 · Deferred revenue

    beginning of year $99,436 · end of year $70,707

  • 27 · Net assets without donor restrictions

    beginning of year $3,005,777 · end of year $2,736,829

  • 28 · Net assets with donor restrictions

    beginning of year $8,801,440 · end of year $7,789,933

Mission and programs · 2022

Mission

The Sons of Norway Foundation awards scholarships and grants to promote the heritage and culture of Norway, and provide assistance to our members, lodges and their communities.

  • The Sons of Norway Foundation provides scholarships for post high school education and other cross-cultural studies.

    Expenses $286,200 · Grants $140,000

  • The Sons on Norway Foundation provides grants to promote Norwegian heritage and culture, past and present

    Expenses $107,324 · Grants $50,395

  • The Sons of Norway Foundation provides Helping Hands to Children grants supporting the nationwide Adopt-a-School Program

    Expenses $40,247 · Grants $18,500

  • Th Sons of Norway Foundation provides grants and scholarships for upkeep of camps for youth.

    Expenses $13,416 · Grants $6,296

As filed on the 2022 return.

Listed in Part VII

  • Christopher Pinkerton

    CEO

    Total calculated
    $739,850
    From this org
    $0
    From related orgs
    $681,938
    Other
    $57,912
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,938 related
    Bonus
    $0 + $243,000 related
    Other
    $0 + $15,250 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $697,188 related

  • Connie O'Brien

    Director of Foundation Development

    Total calculated
    $202,369
    From this org
    $0
    From related orgs
    $192,121
    Other
    $10,248
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,685 related
    Bonus
    $0 + $36,436 related
    Other
    $0
    Deferred
    $0 + $10,248 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $202,369 related

  • Emily Stark

    Director Foundation

    Total calculated
    $74,164
    From this org
    $0
    From related orgs
    $71,355
    Other
    $2,809
    Hours/week
    35 + 5 related

  • Ron Stubbing

    President

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    2 + 2 related

  • Robin Fossum

    Director

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    2

  • Karl Hella

    Director

    Total calculated
    $2,750
    From this org
    $0
    From related orgs
    $2,750
    Other
    $0
    Hours/week
    2

  • Mervin Eriksson

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Ernest Fosse

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Faye Auchenpaugh

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jon Tehven

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Christy Olsen Field

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Fred Hymans

    Director

    Total calculated
    $0
    Hours/week
    2

  • Darren Lee

    Director

    Total calculated
    $0
    Hours/week
    2

  • Linda Peterson

    Director

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • Scandinavian Hour Associates LLC

    $12,000

    Scandinavian cultural program support.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202343069349301489

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