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Nonprofit · EIN 39-1599653

WESTBY NORSE SCHOLARSHIP FUND

Tax-exempt · WESTBY, WI 54667

Financials

$102K$114K2022$112K$110K2023$177K$112K2024
Revenue Expenses · by fiscal year end
Financials of WESTBY NORSE SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$177,338$112,098$65,240$1,711,192$80,400$1,630,792
September 30, 2024990$111,894$109,523$2,371$1,547,070$82,300$1,464,770
September 30, 2023990$102,443$114,410-$11,967$1,313,084$100,550$1,212,534
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$102,838
Program service revenue
$0
Investment income
$74,500
Net gain from sales of assets
$35,695
Other revenue
$0

Expenses

Grants and similar amounts paid
$96,060
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,675
Program services (functional)
$96,060
Management and general (functional)
$16,038

Balance sheet and other

Total assets, start of year
$1,547,070
Total assets, end of year
$1,711,192
Total liabilities, end of year
$80,400
Net assets, end of year
$1,630,792
Net assets without donor restrictions
$1,630,792
Gross receipts
$177,338
Employees
0
Volunteers
11
Year formed
1990
State of legal domicile
WI

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KARL STOKERPRESIDENT
Officer
5$0
CARMEN FORTUNVICE-PRESIDE
Officer
2$0
TIMOTHY IVERSONTREASURER
Officer
5$0
CHRISTY TAINTERSECRETARY
Officer
2$0
KADIE BRUEGGENDIRECTOR
Trustee or director
2$0
RANDI STRANGSTALIENDIRECTOR
Trustee or director
2$0
MONTE DUNNUMDIRECTOR
Trustee or director
2$0
KATIE HELSETHDIRECTOR
Trustee or director
2$0
SHARON MAHANDIRECTOR
Trustee or director
2$0
990 for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensation
KARL STOKERPRESIDENT
Officer
5$0
CARMEN FORTUNVICE-PRESIDE
Officer
2$0
ANDREA JOTHENTREASURER
Officer
5$0
CHRISTY TAINTERSECRETARY
Officer
2$0
KADIE BRUEGGENDIRECTOR
Trustee or director
2$0
RANDI STRANGSTALIENDIRECTOR
Trustee or director
2$0
MONTE DUNNUMDIRECTOR
Trustee or director
2$0
KATIE HELSETHDIRECTOR
Trustee or director
2$0
SHARON MAHANDIRECTOR
Trustee or director
2$0
TIMOTHY IVERSONINCOMING TRE
Trustee or director
–$0
990 for the year ended September 30, 2023: 9 people
NameTitleHours / weekCompensation
KARL STOKERPRESIDENT
Officer
5$0
CARMEN FORTUNVICE-PRESIDE
Officer
2$0
ANDREA JOTHENTREASURER
Officer
5$0
CHRISTY TAINTERSECRETARY
Officer
2$0
KADIE BRUEGGENDIRECTOR
Trustee or director
2$0
RANDI STRANGSTALIENDIRECTOR
Trustee or director
2$0
MONTE DUNNUMDIRECTOR
Trustee or director
2$0
KATIE HELSETHDIRECTOR
Trustee or director
2$0
KYLE BAKKUMDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 45, WESTBY, WI 54667-0045
In care of
% ROBERT BLAND
Principal officer (990 for 2024)
KARL STOKER, 113 S PRAIRIE ST, WESTBY, WI 54667
Signed the 990
TIMOTHY IVERSON, TREASURER
Phone
(608) 634-3583
Return prepared by
EVENSTAD TAX & FINANCIAL SERVICES INC

Mission

GRANTING SCHOLARSHIPS FOR HIGHER EDUCATION

990 for the year ended September 30, 2025

Program accomplishments

  • GRANTING SCHOLARSHIPS TO WESTBY AREA HIGH SCHOOL GRADUATES TO FURTHER EDUCATIONAL GOALS.
    Expenses $96,060 · grants $96,060

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
39-1599653
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
1991
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$1,711,192
Income (IRS master file)
$177,338

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$177,338$112,098$1,711,192XML
990September 2024$111,894$109,523$1,547,070XML
990September 2023$102,443$114,410$1,313,084XML
990September 2022$134,412$121,702$1,214,742IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

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 39-1599653).

Questions about WESTBY NORSE SCHOLARSHIP FUND

What is the EIN of WESTBY NORSE SCHOLARSHIP FUND?
The employer identification number (EIN) of WESTBY NORSE SCHOLARSHIP FUND is 39-1599653.
Is WESTBY NORSE SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to WESTBY NORSE SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WESTBY NORSE SCHOLARSHIP FUND 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 WESTBY NORSE SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTBY NORSE SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of WESTBY NORSE SCHOLARSHIP FUND?
The 990 for the year ended September 30, 2025 names KARL STOKER.
Who are the officers and directors of WESTBY NORSE SCHOLARSHIP FUND?
The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does WESTBY NORSE SCHOLARSHIP FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $177,338, expenses of $112,098 and total assets of $1,711,192 at year end.

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