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Nonprofit · EIN 26-2883099

O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN

Tax-exempt (reinstated) · LOUISVILLE, KY 40223

Financials

$354K$342K2023$315K$259K2024
Revenue Expenses · by fiscal year end
Financials of O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$315,006$258,922$56,084$593,727$0$593,727
December 31, 2023990$353,878$341,942$11,936$524,137$0$524,137
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$312,200
Program service revenue
$0
Investment income
$2,806
Other revenue
$0

Expenses

Grants and similar amounts paid
$248,458
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$5,765
Program services (functional)
$253,157
Management and general (functional)
$5,765

Balance sheet and other

Total assets, start of year
$524,137
Total assets, end of year
$593,727
Total liabilities, end of year
$0
Net assets, end of year
$593,727
Publicly traded securities
$425,827
Net assets without donor restrictions
$578,727
Net assets with donor restrictions
$15,000
Gross receipts
$315,006
Employees
0
Volunteers
9
Year formed
2008
State of legal domicile
KY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
O WAYNE MORTENSONPRESIDENT
Trustee or director, Officer
1$0
GLENDA SUE MORTENSONVICE PRESIDENT
Trustee or director, Officer
1$0
EMILY KIEFERSECRETARY
Trustee or director, Officer
1$0
TANYA STEWARTTREASURER
Trustee or director, Officer
3$0
DAWN BRUTSCHEREXECUTIVE DIRECTOR
Trustee or director, Officer
1$0
DENA ENGILMANDIRECTOR
Trustee or director
1$0
PHI BUICHAIR, SCHOLARSHIP COMMITTEE
Trustee or director
1$0
STACEY PAULCHAIR, GRANTS COMMITTEE
Trustee or director
1$0
CASSIDY RUTLEDGECHAIR, EMPLOYEE RELIEF FUND COMMITTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
O WAYNE MORTENSONPRESIDENT
Trustee or director, Officer
1$0
GLENDA SUE MORTENSONVICE PRESIDENT
Trustee or director, Officer
1$0
EMILY KIEFERSECRETARY/DIRECTOR
Trustee or director, Officer
1$0
TANYA STEWARTTREASURER/DIRECTOR
Trustee or director, Officer
3$0
DAWN BRUTSCHEREXECUTIVE DIRECTOR/DIRECTOR
Trustee or director, Officer
1$0
DENA ENGILMANDIRECTOR
Trustee or director
1$0
WILLIAM D ENGILMANDIRECTOR (UNTIL 7/15/23)
Trustee or director
1$0

Address and contacts

Address (IRS master file)
10300 LINN STATION RD STE 100, LOUISVILLE, KY 40223-3840
In care of
% STEPHEN C JAMES
Principal officer (990 for 2024)
DAWN BRUTSCHER, 10300 LINN STATION ROAD 100, LOUISVILLE, KY 40223
Signed the 990
DAWN BRUTSCHER, EXECUTIVE DIRECTOR
Phone
(502) 254-8500
Return prepared by
CHERRY BEKAERT ADVISORY LLC

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-2883099
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E12)
Assets (IRS master file)
$593,727
Income (IRS master file)
$315,006

Revocation and reinstatement

Exemption revoked
December 15, 2011
Posted by the IRS
December 10, 2012
Reinstated
Effective December 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$315,006$258,922$593,727XML
990December 2023$353,878$341,942$524,137XML
990December 2022$325,688$329,461$513,201IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-2883099).

Questions about O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN

What is the EIN of O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN?
The employer identification number (EIN) of O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN is 26-2883099.
Is O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN tax-exempt?
Yes. The IRS revoked its exemption on December 15, 2011 and reinstated it effective December 15, 2011.
Are donations to O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN?
The 990 for the year ended December 31, 2024 names DAWN BRUTSCHER.
Who are the officers and directors of O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does O WAYNE AND GLENDA SUE MORTENSON CHARITABLE FOUNDATION IN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $315,006, expenses of $258,922 and total assets of $593,727 at year end.

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