Nonprofit · EIN 20-1971647
SUSAN IIEENE WIRTHLIN FOUNDATION
Tax-exempt · WINDSOR, CO 80550
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $234,231 | $76,564 | $157,667 | $1,216,857 | $501 | $1,216,356 |
| December 31, 2023 | 990-PF | $68,822 | $70,347 | -$1,525 | $1,059,190 | $501 | $1,058,689 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $33,300
- Net gain from sales of assets
- $200,931
Expenses
- Grants and similar amounts paid
- $58,000
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $61,080
- Excise tax on investment income
- $3,041
Balance sheet and other
- Total assets, start of year
- $1,059,190
- Total assets, end of year
- $1,216,857
- Total liabilities, end of year
- $501
- Net assets, end of year
- $1,216,356
- Fair market value of assets
- $1,200,414
- Qualifying distributions
- $61,080
- Net investment income
- $234,231
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeralie C Wirthlin 2625 Old Orchard Circle, Holladay, UT 84121 | Trustee | 0.25 | $500 |
| Joni Wirthlin 19425 Soledad Canyon Road, Canyon Country, CA 91351 | Trustee | 0.25 | $500 |
| Mary Ann W Grant 2579 Sherwood Drive, Salt Lake City, UT 84108 | Trustee | 0.25 | $500 |
| Carolyn Wirthlin 725 S 250 W, Midway, UT 84049 | President | 0.25 | $500 |
| J Mark Wirthlin 1776 East Gracey Lane, Sandy, UT 84092 | Trustee | 0.25 | $500 |
| Michael B Wirthlin 2625 Old Orchard Circle, Salt Lake City, UT 84121 | Vice President | 0.25 | $500 |
| Jill W Tyrrell 1784 Long Shadow Drive, Windsor, CO 80550 | Treasurer | 0.25 | $500 |
| John O Wirthlin 7 Fort Ridge Way, Missouri City, TX 77459 | Secretary | 0.25 | $500 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jill W Tyrrell 1784 Long Shadow Drive, Windsor, CO 80550 | Treasurer | 0.25 | $1,000 |
| Jeralie C Wirthlin 2625 Old Orchard Circle, Holladay, UT 84121 | Trustee | 0.25 | $500 |
| Richard L Wirthlin 19425 Soledad Canyon Road, Canyon Country, CA 91351 | Trustee | 0.25 | $500 |
| Mary Ann W Grant 2579 Sherwood Drive, Salt Lake City, UT 84108 | Trustee | 0.25 | $500 |
| Carolyn Wirthlin 725 S 250 W, Midway, UT 84049 | President | 0.25 | $500 |
| J Mark Wirthlin 1776 East Gracey Lane, Sandy, UT 84092 | Trustee | 0.25 | $500 |
| Michael B Wirthlin 2625 Old Orchard Circle, Salt Lake City, UT 84121 | Vice President | 0.25 | $500 |
| John O Wirthlin 7 Fort Ridge Way, Missouri City, TX 77459 | Secretary | 0.25 | $500 |
Address and contacts
- Address (IRS master file)
- 1784 LONG SHADOW DR, WINDSOR, CO 80550-3632
- In care of
- % RICHARD B WIRTHLIN
- Signed the 990-PF
- Jill W Tyrrell, Treasurer
- Phone
- (801) 272-1367
- Return prepared by
- Squire & Company PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1971647
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,216,857
- Income (IRS master file)
- $1,330,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $234,231 | $76,564 | $1,216,857 | IRS |
| 990-PF | December 2023 | $68,822 | $70,347 | $1,059,190 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-1971647).
Questions about SUSAN IIEENE WIRTHLIN FOUNDATION
- What is the EIN of SUSAN IIEENE WIRTHLIN FOUNDATION?
- The employer identification number (EIN) of SUSAN IIEENE WIRTHLIN FOUNDATION is 20-1971647.
- Is SUSAN IIEENE WIRTHLIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SUSAN IIEENE WIRTHLIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUSAN IIEENE WIRTHLIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUSAN IIEENE WIRTHLIN FOUNDATION 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 SUSAN IIEENE WIRTHLIN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SUSAN IIEENE WIRTHLIN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 8 received compensation from the organization, the highest $500 (Jeralie C Wirthlin, Trustee).
- How much revenue does SUSAN IIEENE WIRTHLIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $234,231, expenses of $76,564 and total assets of $1,216,857 at year end.
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