Nonprofit · EIN 26-2449732
WESTHAVEN FOUNDATION INC
Tax-exempt · FRANKLIN, TN 37064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $421,040 | $418,234 | $2,806 | $180,578 | $30,884 | $149,694 |
| June 30, 2024 | 990 | $299,393 | $287,125 | $12,268 | $155,743 | $23,700 | $132,043 |
| June 30, 2023 | 990 | $307,604 | $360,071 | -$52,467 | $154,677 | $35,315 | $119,362 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $267,479
- Program service revenue
- $115,376
- Investment income
- $11,933
- Net gain from sales of assets
- $1,997
- Net income from sales of inventory
- $25,879
- Other revenue
- $26,252
Expenses
- Grants and similar amounts paid
- $137,571
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,000
- Accounting fees
- $24,274
- Program services (functional)
- $337,136
- Management and general (functional)
- $81,098
Balance sheet and other
- Total assets, start of year
- $155,743
- Total assets, end of year
- $180,578
- Total liabilities, end of year
- $30,884
- Net assets, end of year
- $149,694
- Publicly traded securities
- $166,215
- Net assets without donor restrictions
- $149,694
- Gross receipts
- $435,561
- Employees
- 0
- Volunteers
- 75
- Year formed
- 2007
- State of legal domicile
- TN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON KAPLAN | DIRECTOR/PRESIDENT Trustee or director, Officer | 5 | $0 |
| MARK MCCUTCHEON | DIRECTOR/VP Trustee or director, Officer | 10 | $0 |
| BRAD BARTKOWIAK | DIRECTOR/TREASURER Trustee or director, Officer | 5 | $0 |
| AMY LAW | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 |
| DOUG SWANSON | DIRECTOR Trustee or director | 2 | $0 |
| SHARI LACEY | DIRECTOR Trustee or director | 2 | $0 |
| DANA HARDY | DIRECTOR Trustee or director | 10 | $0 |
| SUZY MILLS | DIRECTOR Trustee or director | 2 | $0 |
| BEN CALHOUN | DIRECTOR Trustee or director | 2 | $0 |
| BRIDGET SHORT | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY CARSON | DIRECTOR/PRESIDENT Trustee or director, Officer | 5 | $0 |
| JASON KAPLAN | DIRECTOR/VP Trustee or director, Officer | 5 | $0 |
| MARK MCCUTCHEON | DIRECTOR/TREASURER Trustee or director, Officer | 10 | $0 |
| AMY LAW | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 |
| DOUG SWANSON | DIRECTOR Trustee or director | 2 | $0 |
| LARRY YARBOROUGH | DIRECTOR Trustee or director | 10 | $0 |
| SHARI LACEY | DIRECTOR Trustee or director | 2 | $0 |
| DANA HARDY | DIRECTOR Trustee or director | 10 | $0 |
| SUZY MILLS | DIRECTOR Trustee or director | 2 | $0 |
| BEN CALHOUN | DIRECTOR Trustee or director | 2 | $0 |
| BRIDGET SHORT | DIRECTOR Trustee or director | 2 | $0 |
| BRAD BARTKOWIAK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFERY CARSON | DIRECTOR/PRESIDENT Trustee or director, Officer | 5 | $0 |
| MATTHEW MAGALLANES | DIRECTOR/VP Trustee or director, Officer | 5 | $0 |
| MARK MCCUTCHEON | DIRECTOR/TREASURER Trustee or director, Officer | 10 | $0 |
| AMY LAW | DIRECTOR/SECRETARY Trustee or director, Officer | 2 | $0 |
| JASON KAPLAN | DIRECTOR Trustee or director | 2 | $0 |
| DOUG SWANSON | DIRECTOR Trustee or director | 2 | $0 |
| LARRY YARBOROUGH | DIRECTOR Trustee or director | 10 | $0 |
| SHARI LACEY | DIRECTOR Trustee or director | 2 | $0 |
| CHAS MORTON | DIRECTOR Trustee or director | 2 | $0 |
| DANA HARDY | DIRECTOR Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 188 FRONT ST STE 116 PMB 25, FRANKLIN, TN 37064-5089
- Mailing address (990-N for 2008)
- PO Box 1535, Franklin TN 37065
- Principal officer (990 for 2024)
- JASON KAPLAN, 188 FRONT STREET 116-25, FRANKLIN, TN 37064
- Principal officer (990-N for 2008)
- Mark McCutcheon, PO Box 1535, Franklin TN 37065
- Signed the 990
- JASON KAPLAN, PRESIDENT
- Phone
- (615) 394-7782
- Website
- www.westhavenfoundation.org
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
THE WESTHAVEN FOUNDATION WAS DESIGNED TO NURTURE A STRONG SENSE OF COMMUNITY SPIRIT WHILE ENHANCING THE QUALITY OF LIFE OF WESTHAVEN FAMILIES AND THE SURROUNDING COMMUNITY. DEDICATED TO PROVIDING QUALITY EXPERIENCES WHERE NEIGHBORS CAN CONNECT, LEARN, HAVE FUN, AND HELP OTHERS, THE FOUNDATION EMPOWERS PHILANTHROPY AND VOLUNTEERISM TO PROVIDE SUPPORT FOR PROGRAMS IN AREAS SUCH AS EDUCATION, CANCER AND DISEASE RESEARCH, THE ARTS, AND COMMUNITY SERVICE. "PEOPLE HELPING PEOPLE" THROUGH THE FOUNDATION HAS RESULTED IN MORE THAN $1 MILLION IN CHARITABLE GIVING SINCE INCEPTION TO IMPACT THESE PROGRAMS.
Program accomplishments
- CARE AND COMPASSION FUND- THE FUND PROVIDES FINANCIAL ASSISTANCE IN EMERGENCY/CRISIS SITUATIONS TO WESTHAVEN RESIDENTS, EMPLOYEES OF WESTHAVEN BUSINESSES, AND OTHER SPECIAL NEEDS OF INDIVIDUALS. SCHOLARSHIPS FUND - THE FUND PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS SEEKING POST SECONDARY EDUCATION. THERE WERE MANY OTHER ACTIVITIES THAT BENEFITED THE CITIZENS OF WILLIAMSON COUNTY.Expenses $337,136 · grants $137,571 · revenue $141,628
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2449732
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A40)
- Assets (IRS master file)
- $180,578
- Income (IRS master file)
- $435,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $421,040 | $418,234 | $180,578 | XML |
| 990 | June 2024 | $299,393 | $287,125 | $155,743 | XML |
| 990 | June 2023 | $307,604 | $360,071 | $154,677 | XML |
| 990 | June 2022 | $419,619 | $424,159 | $235,284 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Mark McCutcheon | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-2449732).
Questions about WESTHAVEN FOUNDATION INC
- What is the EIN of WESTHAVEN FOUNDATION INC?
- The employer identification number (EIN) of WESTHAVEN FOUNDATION INC is 26-2449732.
- Is WESTHAVEN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WESTHAVEN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTHAVEN FOUNDATION INC 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 WESTHAVEN FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTHAVEN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WESTHAVEN FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names JASON KAPLAN.
- Who are the officers and directors of WESTHAVEN FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WESTHAVEN FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $421,040, expenses of $418,234 and total assets of $180,578 at year end.
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