O Wayne and Glenda Sue Mortenson Charitable Foundation in
Donations deductibleO Wayne and Glenda Sue Mortenson Charitable Foundation in's network
9 peoplei9 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Cassidy Rutledge Chair | Chair, Employee Relief Fund Committee | 2024 | 2 yrs |
| PHI BUI Chair | Chair, Scholarship Committee | 2024 | 2 yrs |
| Stacey Paul Chair | Chair, Grants Committee | 2024 | 2 yrs |
| Dawn Brutscher | Executive Director | 2023 | 3 yrs |
| Dena Engilman | Director | 2022 | 4 yrs |
| Emily Kiefer | Company secretary | 2022 | 4 yrs |
| Glenda Sue Mortenson | Vice President | 2022 | 4 yrs |
| O Wayne Mortenson | President | 2022 | 4 yrs |
| Tanya Stewart | Treasurer | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| O Wayne Mortenson | President | 1 | $0 | ||
| Glenda Sue Mortenson | Vice President | 1 | $0 | ||
| Emily Kiefer | Secretary | 1 | $0 | ||
| Tanya Stewart | Treasurer | 3 | $0 | ||
| Dawn Brutscher | Executive Director | 1 | $0 | ||
| Dena Engilman | Director | 1 | $0 | ||
| Phi Bui | Chair, Scholarship Committee | 1 | $0 | ||
| Stacey Paul | Chair, Grants Committee | 1 | $0 | ||
| Cassidy Rutledge | Chair, Employee Relief Fund Committee | 2 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- O Wayne and Glenda Sue Mortenson Charitable Foundation in
- EIN
- 262883099
- Address
- 10300 Linn Station Rd Ste 100, Louisville, KY, 40223-3840
- State
- Kentucky
- 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. (as filed on the Form 990)
- Activity (NTEE)
- E12 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 5 (IRS master file code)
- Formed
- 2008
- Principal officer
- Dawn Brutscher (as named on the Form 990)
- IRS ruling date
- 1 February 2022
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 3, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥4years on the filingsDena Engilman
≥4years on the filingsEmily Kiefer
≥4years on the filingsGlenda Sue Mortenson
≥4years on the filingsO Wayne Mortenson
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $594k
- Total liabilities
- $0
- Net assets or fund balances
- $594k
- Contributions and grants received
- $312k
- Program service revenue
- $0
- Grants and similar paid out
- $248k
- Employees
- 0
- Volunteers
- 9
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $315k | $259k | $56k |
As filed on the IRS Form 990. US dollars.
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Water Step | To support the organization's charitable purpose | $10k |
| Candler Foundation Inc | To support the organization's charitable purpose | $6k |