Sidney A Swensrud Scholarship Fund

Northwood, IA
Tax-exempt since Oct. 1954
EIN: 42-6061933

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$346k (2024)

Expenses

$151k (2024)

Total Assets

$5.22M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$346,384

Expenses

$151,353

Net Income

$195,031

Net Assets

$5,224,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,073	35.2%
Sales of Assets	$224,311	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,100	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,224,180
Total Liabilities	$0
Net Assets	$5,224,180

Compensation

Key Employees and Officers	Compensation	Other
Tanna Moretz (President)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Sherrie Olson (Trustee)	$0	$0
John H Greve (Sec/Treasurer)	$0	$0
Micael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0
Dan Hendrikson (Trustee)	$0	$0

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990-PF

Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$225,348

Expenses

$4,806

Net Income

$220,542

Net Assets

$4,242,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,534	41.1%
Sales of Assets	$132,814	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,242,897
Total Liabilities	$0
Net Assets	$4,242,897

Compensation

Key Employees and Officers	Compensation	Other
Tanna Moretz (President)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Sherrie Olson (Trustee)	$0	$0
John H Greve (Sec/Treasurer)	$0	$0
Micael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0
Dan Hendrikson (Trustee)	$0	$0

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990-PF

Filed on Aug. 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,647,456

Expenses

$176,972

Net Income

$2,470,484

Net Assets

$4,494,595

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,078	2.9%
Sales of Assets	$2,570,378	97.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,500	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,494,595
Total Liabilities	$0
Net Assets	$4,494,595

Compensation

Key Employees and Officers	Compensation	Other
Tanna Moretz (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Sherrie Olson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0
Dan Hendrikson (Tustee)	$0	$0

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990-PF

Filed on May 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$217,727

Expenses

$174,753

Net Income

$42,974

Net Assets

$4,743,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,332	1.5%
Dividends	$80,278	36.9%
Sales of Assets	$134,117	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,500	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,743,660
Total Liabilities	$0
Net Assets	$4,743,660

Compensation

Key Employees and Officers	Compensation	Other
Tanna Moretz (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Sherrie Olson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0
Dan Hendrikson (Tustee)	$0	$0

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990-PF

Filed on May 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$141,248

Expenses

$163,425

Net Income

-$22,177

Net Assets

$4,181,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,728	58.6%
Sales of Assets	$58,520	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,000	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,181,004
Total Liabilities	$1
Net Assets	$4,181,003

Compensation

Key Employees and Officers	Compensation	Other
Tanna Moretz (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Sherrie Olson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0
Dan Hendrikson (Tustee)	$0	$0

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990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$216,758

Expenses

$160,997

Net Income

$55,761

Net Assets

$4,442,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,966	39.2%
Sales of Assets	$131,792	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,500	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,442,079
Total Liabilities	$1
Net Assets	$4,442,078

Compensation

Key Employees and Officers	Compensation	Other
Tanna Moretz (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Sherrie Olson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0
Dan Hendrikson (Tustee)	$0	$0

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990-PF

Filed on April 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$296,603

Expenses

$162,384

Net Income

$134,219

Net Assets

$4,209,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,537	24.5%
Sales of Assets	$224,066	75.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,006	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,209,325
Total Liabilities	$0
Net Assets	$4,209,325

Compensation

Key Employees and Officers	Compensation	Other
Ann Johnson (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Jodie Porter (Trustee)	$0	$0
Janelle Johnson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0

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990-PF

Filed on May 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$102,746

Expenses

$132,726

Net Income

-$29,980

Net Assets

$3,664,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,822	67.0%
Sales of Assets	$33,924	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,000	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,664,692
Total Liabilities	$0
Net Assets	$3,664,692

Compensation

Key Employees and Officers	Compensation	Other
Ann Johnson (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Vada Myli (Trustee)	$0	$0
Janelle Johnson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$321,159

Expenses

$185,413

Net Income

$135,746

Net Assets

$3,867,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,067	25.2%
Sales of Assets	$240,092	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,744	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,867,372
Total Liabilities	$0
Net Assets	$3,867,372

Compensation

Key Employees and Officers	Compensation	Other
Ann Johnson (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Vada Myli (Trustee)	$0	$0
Janelle Johnson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0

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990-PF

Filed on April 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$411,653

Expenses

$123,355

Net Income

$288,298

Net Assets

$3,722,419

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,816	19.6%
Sales of Assets	$330,837	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,500	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,722,419
Total Liabilities	$0
Net Assets	$3,722,419

Compensation

Key Employees and Officers	Compensation	Other
Ann Johnson (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Vada Myli (Trustee)	$0	$0
Janelle Johnson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0

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990-PF

Filed on April 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$380,602

Expenses

$132,299

Net Income

$248,303

Net Assets

$4,002,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,523	22.7%
Sales of Assets	$294,079	77.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,000	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,002,839
Total Liabilities	$0
Net Assets	$4,002,839

Compensation

Key Employees and Officers	Compensation	Other
Ann Johnson (Pres)	$0	$0
David Stevens (Trustee)	$0	$0
Vada Myli (Trustee)	$0	$0
Janelle Johnson (Trustee)	$0	$0
John Greve (Sec/Treas)	$0	$0
Michael Crozier (Trustee)	$0	$0
Keith Fritz (Trustee)	$0	$0

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990-PF

Filed on May 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$148,946

Expenses

$109,379

Net Income

$39,567

Net Assets

$3,499,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,461	56.0%
Sales of Assets	$65,485	44.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,500	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,499,968
Total Liabilities	$1
Net Assets	$3,499,967

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$95,912

Expenses

$96,189

Net Income

-$277

Net Assets

$3,279,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,416	90.1%
Sales of Assets	$9,496	9.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,250	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,279,332
Total Liabilities	$0
Net Assets	$3,279,332

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Sidney A Swensrud Scholarship Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $346k (2024)

Expenses $151k (2024)

Total Assets $5.22M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$346k (2024)

Expenses

$151k (2024)

Total Assets

$5.22M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001