SORENSON LEGACY FOUNDATION

Cite this

Plain text SORENSON LEGACY FOUNDATION. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/sorenson-legacy-foundation-453240491. Retrieved 2026-10-31.

APA furp.org. (n.d.). SORENSON LEGACY FOUNDATION [Nonprofit organization profile; tax years 2017–2024]. Retrieved October 31, 2026, from https://furp.org/org/sorenson-legacy-foundation-453240491

MLA “SORENSON LEGACY FOUNDATION.” furp.org, tax years 2017–2024, https://furp.org/org/sorenson-legacy-foundation-453240491. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $23.5M · expenses $36.0M · assets $465.5M

EIN
45-3240491
Address
6900 S 900 E STE 230, MIDVALE, UT 84047-5820
Website
SORENSONLEGACYFOUNDATION.ORG
NTEE code
T22
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 2011 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Ralph Johnson DIRECTOR2017-2024 $92,000$633,500 1
Dale Harris DIRECTOR2017-2024 $84,500$589,000 2
Shauna Johnson DIRECTOR2017-2024 $77,500$533,000 2
Gary Crocker DIRECTOR2017-2024 $78,500$519,000 2
Ann Crocker DIRECTOR2017-2024 $81,500$493,500 2
Christine Harris DIRECTOR2017-2024 $74,500$487,250 3
Thom Williamsen DIRECTOR2017-2024 $76,000$484,250 1
Gail Williamsen DIRECTOR2017-2024 $67,000$475,250 2
Carol Smith (former) DIRECTOR2017-2022 $18,000$303,250 2
Joseph Sorenson (former) DIRECTOR2017-2018 $63,500$122,500 1
Kathleen Sorenson (former) DIRECTOR2017-2018 $53,000$92,500 2

People by year

2024 · 8 people listed · 8 paid, $632K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH JOHNSON DIRECTOR6 $92,000-$0 $92,0001
DALE HARRIS DIRECTOR5 $84,500-$0 $84,5002
ANN CROCKER DIRECTOR4 $81,500-$0 $81,5002
GARY CROCKER DIRECTOR4 $78,500-$0 $78,5002
SHAUNA JOHNSON DIRECTOR5 $77,500-$0 $77,5002
THOM WILLIAMSEN DIRECTOR3 $76,000-$0 $76,0001
CHRISTINE HARRIS DIRECTOR3 $74,500-$0 $74,5003
GAIL WILLIAMSEN DIRECTOR3 $67,000-$0 $67,0002
2023 · 8 people listed · 8 paid, $609K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE HARRIS DIRECTOR5 $92,500-$0 $92,5002
RALPH JOHNSON DIRECTOR6 $89,500-$0 $89,5001
SHAUNA JOHNSON DIRECTOR5 $82,000-$0 $82,0002
GARY CROCKER DIRECTOR4 $72,500-$0 $72,5002
THOM WILLIAMSEN DIRECTOR3 $70,000-$0 $70,0001
ANN CROCKER DIRECTOR4 $68,500-$0 $68,5002
CHRISTINE HARRIS DIRECTOR3 $68,500-$0 $68,5003
GAIL WILLIAMSEN DIRECTOR3 $65,500-$0 $65,5002
2022 · 9 people listed · 9 paid, $585K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH JOHNSON DIRECTOR6 $82,500-$0 $82,5001
DALE HARRIS DIRECTOR5 $81,500-$0 $81,5002
CHRISTINE HARRIS DIRECTOR3 $78,500-$0 $78,5003
SHAUNA JOHNSON DIRECTOR5 $69,500-$0 $69,5002
GARY CROCKER DIRECTOR4 $67,500-$0 $67,5002
THOM WILLIAMSEN DIRECTOR3 $65,000-$0 $65,0001
GAIL WILLIAMSEN DIRECTOR3 $62,000-$0 $62,0002
ANN CROCKER DIRECTOR4 $60,500-$0 $60,5002
CAROL SMITH DIRECTOR5 $18,000-$0 $18,0002
2021 · 9 people listed · 9 paid, $630K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH JOHNSON DIRECTOR6 $78,500-$0 $78,5001
DALE HARRIS DIRECTOR5 $76,000-$0 $76,0002
CHRISTINE HARRIS DIRECTOR3 $72,500-$0 $72,5003
GARY CROCKER DIRECTOR4 $72,000-$0 $72,0002
ANN CROCKER DIRECTOR4 $68,000-$0 $68,0002
SHAUNA JOHNSON DIRECTOR5 $68,000-$0 $68,0002
CAROL SMITH DIRECTOR5 $68,000-$0 $68,0002
GAIL WILLIAMSEN DIRECTOR3 $65,000-$0 $65,0002
THOM WILLIAMSEN DIRECTOR3 $62,000-$0 $62,0001
2020 · 9 people listed · 9 paid, $550K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DALE HARRIS DIRECTOR4 $71,000-$0 $71,0002
THOM WILLIAMSEN DIRECTOR4 $65,750-$0 $65,7501
RALPH JOHNSON DIRECTOR5 $65,000-$0 $65,0001
GARY CROCKER DIRECTOR4 $63,000-$0 $63,0002
ANN CROCKER DIRECTOR4 $59,000-$0 $59,0002
CHRISTINE HARRIS DIRECTOR3 $56,750-$0 $56,7503
CAROL SMITH DIRECTOR3 $56,750-$0 $56,7502
GAIL WILLIAMSEN DIRECTOR4 $56,750-$0 $56,7502
SHAUNA JOHNSON DIRECTOR4 $56,000-$0 $56,0002
2019 · 9 people listed · 9 paid, $578K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH JOHNSON DIRECTOR5 $81,000-$0 $81,0001
GARY CROCKER DIRECTOR4 $70,500-$0 $70,5002
GAIL WILLIAMSEN DIRECTOR4 $69,500-$0 $69,5002
DALE HARRIS DIRECTOR4 $68,000-$0 $68,0002
SHAUNA JOHNSON DIRECTOR4 $66,500-$0 $66,5002
ANN CROCKER DIRECTOR4 $63,500-$0 $63,5002
THOM WILLIAMSEN DIRECTOR4 $57,500-$0 $57,5001
CAROL SMITH DIRECTOR3 $54,500-$0 $54,5002
CHRISTINE HARRIS DIRECTOR3 $47,000-$0 $47,0003
2018 · 11 people listed · 11 paid, $616K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH JOHNSON DIRECTOR6 $74,000-$0 $74,0001
JOSEPH SORENSON DIRECTOR5 $63,500-$0 $63,5001
DALE HARRIS DIRECTOR5 $61,000-$0 $61,0002
SHAUNA JOHNSON DIRECTOR5 $59,000-$0 $59,0002
CAROL SMITH DIRECTOR5 $57,500-$0 $57,5002
GARY CROCKER DIRECTOR4 $57,000-$0 $57,0002
KATHLEEN SORENSON DIRECTOR4 $53,000-$0 $53,0002
ANN CROCKER DIRECTOR4 $51,500-$0 $51,5002
THOM WILLIAMSEN DIRECTOR3 $48,500-$0 $48,5001
CHRISTINE HARRIS DIRECTOR3 $47,000-$0 $47,0003
GAIL WILLIAMSEN DIRECTOR3 $44,000-$0 $44,0002
2017 · 11 people listed · 11 paid, $534K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RALPH JOHNSON DIRECTOR6 $71,000-$0 $71,0001
JOSEPH SORENSON DIRECTOR/PRESIDENT5 $59,000-$0 $59,0001
DALE HARRIS DIRECTOR5 $54,500-$0 $54,5002
SHAUNA JOHNSON DIRECTOR5 $54,500-$0 $54,5002
CAROL SMITH DIRECTOR4 $48,500-$0 $48,5002
GAIL WILLIAMSEN DIRECTOR4 $45,500-$0 $45,5002
CHRISTINE HARRIS DIRECTOR4 $42,500-$0 $42,5003
ANN CROCKER DIRECTOR4 $41,000-$0 $41,0002
KATHLEEN SORENSON DIRECTOR3 $39,500-$0 $39,5002
THOM WILLIAMSEN DIRECTOR3 $39,500-$0 $39,5001
GARY CROCKER DIRECTOR3 $38,000-$0 $38,0002

Highest-paid independent contractors

2024 · 5 contractors · $1.5M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$673,863
SDI RESIDUAL ASSETS LLCMIDVALE, UTCONSULTING$429,000
PACIFIC RIDGE CAPITALLAKE OSWEGO, ORCONSULTING$187,686
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$149,861
ATLANTA CAPITAL MANAGEMENT COMPANY LLCATLANTA, GACONSULTING$109,475
2023 · 5 contractors · $1.5M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$662,918
SDI RESIDUAL ASSETS LLCMIDVALE, UTCONSULTING$408,063
PACIFIC RIDGE CAPITALLAKE OSWEGO, ORCONSULTING$204,571
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$133,004
ATLANTA CAPITAL MANAGEMENT COMPANY LLCATLANTA, GACONSULTING$65,414
2022 · 5 contractors · $1.7M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$707,166
SDI RESIDUAL ASSETS LLCMIDVALE, UTCONSULTING$440,000
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$217,751
PACIFIC RIDGE CAPITALLAKE OSWEGO, ORCONSULTING$213,064
ATLANTA CAPITAL MANAGEMENT COMPANY LLCATLANTA, GACONSULTING$100,779
2021 · 5 contractors · $1.9M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$782,825
SDI RESIDUAL ASSETS LLCMIDVALE, UTCONSULTING$440,450
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$301,518
ATLANTA CAPITAL MANAGEMENT COMPANY LLCATLANTA, GACONSULTING$167,607
PACIFIC RIDGE CAPITALLAKE OSWEGO, ORCONSULTING$165,511
2020 · 5 contractors · $1.4M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$691,010
SDI RESIDUAL ASSETS LLCMIDVALE, UTCONSULTING$367,348
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$262,398
THE LONDON COMPANY OF VIRGINIA LLCRICHMOND, VACONSULTING$63,964
HOLLAND & HARTDENVER, COLEGAL$63,939
2019 · 5 contractors · $1.5M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$664,626
SDI RESIDUAL ASSETS LLCMIDVALE, UTCONSULTING$413,753
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$261,312
HOLLAND & HARTDENVER, COLEGAL$98,598
LOOMIS SAYLES & COMPANYBOSTON, MACONSULTING$92,856
2018 · 5 contractors · $1.7M
NameLocationServicePaid
SEPIO CAPITAL LLCSAN FRANCISCO, CACONSULTING$779,306
SORENSON DEVELOPMENT INCMIDVALE, UTCONSULTING$385,784
EAGLE CAPITAL MANAGEMENT LLCNEW YORK, NYCONSULTING$325,520
HOLLAND & HARTDENVER, COLEGAL$126,513
LOOMIS SAYLES & COMPANYBOSTON, MACONSULTING$79,897
2017 · 4 contractors · $1.8M
NameLocationServicePaid
MERRILL LYNCHSAN FRANCISCO, CAINVESTMENT MANAGEMENT$837,299
FIDELITY INVESTMENTSBOSTON, MAINVESTMENT MANAGEMENT$554,364
SORENSON DEVELOPMENT INCSALT LAKE CITY, UTCONSULTING$392,708
HOLLAND & HARTDENVER, COLEGAL$55,874

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 266 grants to organizations · $28.0M

Listed grants add up to $28,012,367; the return's “grants paid” expense line says $33,186,333. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 304 grants to organizations · $27.0M · 1 returned · -$67K

Listed grants add up to $26,898,553; the return's “grants paid” expense line says $29,520,547. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 329 grants to organizations · $25.0M

Listed grants add up to $25,046,811; the return's “grants paid” expense line says $26,016,665. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 309 grants to organizations · $24.5M
2020 · 301 grants to organizations · $23.6M

Listed grants add up to $23,621,077; the return's “grants paid” expense line says $34,168,650. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 321 grants to organizations · $29.1M · 2 returned · -$6K
2018 · 308 grants to organizations · $30.3M
2017 · 286 grants to organizations · $27.5M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$23,522,958$36,014,125 $465,505,478$465,241,988 -- $631,500--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$12,184,915$32,138,762 $457,366,003$457,053,871 -- $609,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$16,004,905$28,803,169 $441,627,342$441,278,271 -- $585,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$55,397,576$28,051,359 $526,898,066$526,188,491 -- $630,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$38,649,828$37,017,019 $495,708,411$494,976,822 -- $550,000--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$26,249,297$31,827,338 $471,550,509$469,798,007 -- $578,000--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$40,625,251$33,183,544 $511,485,268$506,264,453 -- $616,000--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$23,129,328$30,479,698 $565,643,074$557,970,746 -- $533,500--

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

1 grantor reported grants to this organization, $15,000 in all, tax years 2020 to 2020. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
UNITED WAY OF NORTHERN UTAH Public charity Exact 2020 1$15,000 2020$15,000
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BILL AND PAT CHILD FAMILY FOUNDATIONUTT22 $12,052,671$2,879,833 President$0 Same NTEE code T22, revenue within 2x, same state
BASTIAN FAMILY CHARITABLE FOUNDATONUTT22 $17,182,268$3,361,417 President$0 Same NTEE code T22, revenue within 2x, same state
LIVING LEGACY FOUNDATIONTNT22 $17,668,479$22,040,498 CEO$411,366 Same NTEE code T22, revenue within 2x, similar name
SWENSON FAMILY FOUNDATIONDET22 $44,364,235$945,438 Sec, Treas, Dir$0 Same NTEE code T22, revenue within 2x, similar name
SDA FOUNDATIONNYT22 $17,889,421$448,823 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
SHP FOUNDATIONCAT22 $12,827,460$5,569,199 SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
SAMIS FOUNDATIONWAT22 $16,645,587$14,542,674 CHIEF EXECUTIVE OFFICER$207,162 Same NTEE code T22, revenue within 2x
SWARTZ FOUNDATIONMAT22 $23,722,214$13,328,988 IMPACT MANAGER$111,385 Same NTEE code T22, revenue within 2x
SAHSEN FOUNDATIONWAT22 $16,109,960$7,493,349 DIRECTOR/PRESIDENT$0 Same NTEE code T22, revenue within 2x
JVZ FOUNDATIONNYT22 $20,109,012$3,233,402 TRUSTEE$0 Same NTEE code T22, revenue within 2x
PWB FOUNDATIONCAT22 $14,849,149$24,266,892 DIRECTOR AND CEO$0 Same NTEE code T22, revenue within 2x
W&H FOUNDATIONTNT22 $14,276,398$1,981,041 DIRECTOR$0 Same NTEE code T22, revenue within 2x
LACHIMI FOUNDATIONMIT22 $19,089,705$15,076,656 PRESIDENT$0 Same NTEE code T22, revenue within 2x
THE SHS FOUNDATIONNYT22 $18,531,359$7,418,408 MANAGER$400,000 Same NTEE code T22, revenue within 2x
ST2 FOUNDATION INCFLT22 $30,588,283$71,802 Director$0 Same NTEE code T22, revenue within 2x
SIXTY FOUR FOUNDATIONTXT22 $16,580,552$11,859,311 PRESIDENT [:AMP:] DI$0 Same NTEE code T22, revenue within 2x
TRACY FAMILY FOUNDATIONILT22 $21,765,989$13,851,954 CHAIRPERSON$27,500 Same NTEE code T22, revenue within 2x
LILY STREET FOUNDATIONT22 $12,322,585$3,121,998 DIRECTOR$0 Same NTEE code T22, revenue within 2x
SOKOL FAMILY FOUNDATIONVAT22 $11,788,236$1,991,085 PRESIDENT/EXEC DIR$60,247 Same NTEE code T22, revenue within 2x
MIKE & SOFIA SEGAL FOUNDATIONNYT22 $13,023,090$12,856,795 TRUSTEE$0 Same NTEE code T22, revenue within 2x
ROCK FOUNDATIONFLT22 $20,827,929$2,162,322 TRUSTEE$0 Same NTEE code T22, revenue within 2x
RADY FOUNDATIONCAT22 $20,664,711$4,297,196 Trustee$0 Same NTEE code T22, revenue within 2x
VOLO FOUNDATIONFLT22 $29,244,528$20,618,246 PROGRAM DIRECTOR$185,092 Same NTEE code T22, revenue within 2x
OCHO FOUNDATIONFLT22 $30,018,195$0 TRUSTEE$0 Same NTEE code T22, revenue within 2x
1729 FOUNDATIONTXT22 $30,401,154$740,812 DIRECTOR/PRE$0 Same NTEE code T22, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
COLUMBUS FOUNDATION DAF sponsor$89,995,31123 12018–2024 HUNTINGTON FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$74,937,50812 22014–2024 THE PIMCO FOUNDATION; SUN FAMILY FOUNDATION
SNIDER FOUNDATION Private foundation$64,416,5666 22024–2024 CRAIG SNIDER FOUNDATION; LINDY SNIDER FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$11,669,0003 22015–2024 THE 1440 FOUNDATION; GAVIN FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$1,349,40012 42019–2024 GAVIN FOUNDATION INC; THE PIMCO FOUNDATION; FORE KIDS FOUNDATION INC; THE 1440 FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$838,26211 32016–2024 GAVIN FOUNDATION INC; THE PIMCO FOUNDATION; THE 1440 FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$466,72511 52017–2024 THE PIMCO FOUNDATION; THE 1440 FOUNDATION; GAVIN FOUNDATION INC; FRIENDSHIP FOUNDATION and 1 more
JEWISH COMMUNITY FOUNDATION OF ORANGE COUNTY DAF sponsor$272,0002 12017–2018 THE PIMCO FOUNDATION
GATES FOUNDATION Private foundation$250,0002 12018–2019 RAIKES FOUNDATION
ROBERT L PIERCE FOUNDATION Private foundation$200,96015 12010–2025 FORE KIDS FOUNDATION INC
EAST BAY COMMUNITY FOUNDATION DAF sponsor$135,8622 12022–2024 THE 1440 FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$125,0002 12022–2024 GAVIN FOUNDATION INC
DAFFY CHARITABLE FUND DAF sponsor$100,0001 12024–2024 THE 1440 FOUNDATION
THE ROBERT AND MICHELLE COOKE ATCHINSON FOUNDATION Private foundation$90,0003 12022–2024 GAVIN FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$56,0003 32022–2024 FORE KIDS FOUNDATION INC; THE 1440 FOUNDATION; GAVIN FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $36,014,125 spent · pay $631,500 · grants $33,186,333 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $33,186,333 92.1%
Fees: other professional $1,688,871 4.7%
Pay: officers, directors, trustees $631,500 1.8%
Taxes $311,454 0.9%
Fees: legal $116,827 0.3%
Other expenses $57,676 0.2%
Fees: accounting $17,000 0.0%
Printing and publications $4,464 0.0%
Total$36,014,125100%

View the filing

2023 · Form 990PF · $32,138,762 spent · pay $609,000 · grants $29,520,547 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $29,520,547 91.9%
Fees: other professional $1,684,529 5.2%
Pay: officers, directors, trustees $609,000 1.9%
Taxes $157,348 0.5%
Fees: legal $87,705 0.3%
Other expenses $58,760 0.2%
Fees: accounting $17,000 0.1%
Printing and publications $3,873 0.0%
Total$32,138,762100%

View the filing

2022 · Form 990PF · $28,803,169 spent · pay $585,000 · grants $26,016,665 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,016,665 90.3%
Fees: other professional $1,841,062 6.4%
Pay: officers, directors, trustees $585,000 2.0%
Taxes $199,213 0.7%
Fees: legal $77,643 0.3%
Other expenses $60,796 0.2%
Fees: accounting $17,000 0.1%
Printing and publications $5,790 0.0%
Total$28,803,169100%

View the filing

2021 · Form 990PF · $28,051,359 spent · pay $630,000 · grants $24,479,736 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $24,479,736 87.3%
Fees: other professional $2,091,057 7.5%
Taxes $696,661 2.5%
Pay: officers, directors, trustees $630,000 2.2%
Fees: legal $81,180 0.3%
Other expenses $50,912 0.2%
Fees: accounting $17,000 0.1%
Printing and publications $4,813 0.0%
Total$28,051,359100%

View the filing

2020 · Form 990PF · $37,017,019 spent · pay $550,000 · grants $34,168,650 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,168,650 92.3%
Fees: other professional $1,809,001 4.9%
Pay: officers, directors, trustees $550,000 1.5%
Taxes $257,814 0.7%
Fees: legal $157,624 0.4%
Other expenses $47,465 0.1%
Fees: accounting $17,000 0.0%
Printing and publications $4,875 0.0%
Interest $4,590 0.0%
Total$37,017,019100%

View the filing

2019 · Form 990PF · $31,827,338 spent · pay $578,000 · grants $29,117,936 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $29,117,936 91.5%
Fees: other professional $1,583,615 5.0%
Pay: officers, directors, trustees $578,000 1.8%
Fees: legal $193,594 0.6%
Interest $170,906 0.5%
Taxes $105,000 0.3%
Other expenses $49,868 0.2%
Fees: accounting $23,021 0.1%
Printing and publications $5,398 0.0%
Total$31,827,338100%

View the filing

2018 · Form 990PF · $33,183,544 spent · pay $616,000 · grants $30,296,369 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,296,369 91.3%
Fees: other professional $1,743,868 5.3%
Pay: officers, directors, trustees $616,000 1.9%
Fees: legal $216,363 0.7%
Interest $202,662 0.6%
Other expenses $46,817 0.1%
Taxes $35,249 0.1%
Fees: accounting $21,500 0.1%
Printing and publications $4,716 0.0%
Total$33,183,544100%

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2017 · Form 990PF · $30,479,698 spent · pay $533,500 · grants $27,462,571 · events $2,102
LineAs describedTotalShare
Contributions, gifts, grants paid $27,462,571 90.1%
Fees: other professional $1,702,674 5.6%
Pay: officers, directors, trustees $533,500 1.8%
Taxes $522,330 1.7%
Fees: legal $164,131 0.5%
Other expenses $49,662 0.2%
Interest $25,728 0.1%
Fees: accounting $17,000 0.1%
Travel, conferences and meetings $2,102 0.0%
Total$30,479,698100%

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