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Nonprofit · EIN 45-2541256

SOBRIETY FOUNDATION

Tax-exempt · PROVO, UT 84604

Financials

$526K$538K2023$437K$487K2024
Revenue Expenses · by fiscal year end
Financials of SOBRIETY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$436,521$487,312-$50,791$155,747$0$155,747
December 31, 2023990$525,814$538,477-$12,663$206,538$0$206,538
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$436,521
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$253,187
Compensation of officers, directors and key employees
$12,734
Salaries, compensation and benefits (total)
$12,734
Professional fundraising fees
$0
Accounting fees
$2,000
Program services (functional)
$253,187
Management and general (functional)
$30,413
Fundraising (functional)
$203,712

Balance sheet and other

Total assets, start of year
$206,538
Total assets, end of year
$155,747
Total liabilities, end of year
$0
Net assets, end of year
$155,747
Net assets without donor restrictions
$155,747
Gross receipts
$436,521
Employees
0
Volunteers
100

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ERIKA SHERIFFADVOCATE
Trustee or director
10$12,734
AARON BRYANTCHAIRMAN
Trustee or director, Officer
1.25$0
KRISTEN BROWNMEMBER
Trustee or director
0.25$0
SUSAN PETERSONSECRETARY-TR
Trustee or director, Officer
10$0
TERRY SELLERSMEMBER
Trustee or director
0.25$0
RYAN HYMASMEMBER
Trustee or director
0.25$0
TERRY OLSONMEMBER
Trustee or director
0.25$0
PORTIA LOUDERMEMBER
Trustee or director
0.25$0
ANDREA HULSEMEMBER
Trustee or director
0.25$0
ALISA GRIFFITHMEMBER
Trustee or director
0.25$0
VICKI SHAWMEMBER
Trustee or director
0.25$0
JIM PHELPSCO-CHAIRMAN
Trustee or director, Officer
1.25$0
MEGAN FARMERINTR EXEC DI
Trustee or director
1.25$0
EVAN DONEMEMBER
Trustee or director
0.25$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
ERIKA SHERIFFADVOCATE
Trustee or director
10$12,007
AARON BRYANTCHAIRMAN
Trustee or director, Officer
1.25$0
KRISTEN BROWNMEMBER
Trustee or director
0.25$0
SUSAN PETERSONSECRETARY TREAS
Trustee or director, Officer
10$0
TERRY SELLERSMEMBER
Trustee or director
0.25$0
RYAN HYMASMEMBER
Trustee or director
0.25$0
TERRY OLSONMEMBER
Trustee or director
0.25$0
PORTIA LOUDERMEMBER
Trustee or director
0.25$0
ANDREA HULSEMEMBER
Trustee or director
0.25$0
ALISA GRIFFITHMEMBER
Trustee or director
0.25$0
VICKI SHAWMEMBER
Trustee or director
0.25$0
JIM PHELPSCO-CHAIRMAN
Trustee or director, Officer
1.25$0
MEGAN FARMERINTR EXEC DIR
Trustee or director
1.25$0
EVAN DONEMEMBER
Trustee or director
0.25$0

Address and contacts

Address (IRS master file)
3574 N 150 W, PROVO, UT 84604-5645
Principal officer (990 for 2024)
SUSAN PETERSON, 3574 N 150 W, PROVO, UT 84604
Signed the 990
SUSAN PETERSON, SECRETARY-TREASURER
Phone
(801) 972-4800
Return prepared by
EMILY RYAN TAX SERVICES LLC

Mission

SOBRIETY FOUNDATION PROVIDES FUNDING TO INDIVIDUALS WITH SUBSTANCE USE DISORDERS WHO HAVE LIMIITED FINANCAIL RESOURCES. WE PROVIDE FINANCIAL SUPPORT FOR SOBER LIVING AND OTHER WRAPAROUND SERVICES TO PROMOTE LONG TERM RECOVERY EFFORTS. SOBRIETY FOUNDATION ENVISIONS A WORLD IN WHICH ALL UTAHNS STRUGGLING WITH SUBSTANCE MISUSE HAVE ACCESS TO THE RESOURCES CRUCIAL TO REBUILD THEIR LIVES AND ACHIEVE LIFELONG SOBRIETY.

990 for the year ended December 31, 2024

Program accomplishments

  • IN 2024, THE SOBRIETY FOUNDATION WAS ABLE TO PROVIDE 363 SOBER LIVING SCHOLARSHIPS. EACH OF THESE SCHOLARSHIPS IS MEANINGFUL AS IT REPRESENTS AN INDIVIDUAL WHO IS WORKING DILIGENTLY TO ENGAGE IN RECOVERY SERVICES AND TAKE STEPS TO IMPROVE THEIR LIVES AND HAVE A POSITIVE IMPACT ON THE BROADER COMMUNITY. 100% OF SCHOLARSHIP RECIPIENTS REPORTED THAT THE PEER SUPPORT SYSTEM IN SOBER LIVING HELPED THEM MAINTAIN SOBRIETY. 100% OF SCHOLARSHIP RECIPIENTS REPORTED THAT ALCHOHOLICS AND/OR NARCOTICS ANONYMOUS MEETINGS HELPED THEM WITH SOBER LIVING. 90% OF SCHOLARSHIP RECIPIENTS FIND JOBS WITHIN TWO MONTHS.
    Expenses $253,187 · grants $253,187
  • THE SOBRIETY FOUNDATION WAS ABLE TO HELP MULTIPLE INDIVIDUALS DURING THE YEAR THAT SUFFERED FROM THE DISEASE OF ADDICTION. 80% OF SOBRIETY FOUNDATION'S RECIPIENTS ARE SOBER AND LIVING A LONG-TERM SUSTAINABLE LIFE FROM THE DISEASE OF ADDICTION.
  • OUR ANNUAL TEETOTALER SPEAKEASY EVENT WAS HELD ON OCTOBER 11, 2024 IN SALT LAKE CITY AND SAW SIGNIFICANT GROWTH WITH 320 INDIVIDUALS IN ATTENDANCE, SOBRIETY FOUNDATION RAISED MORE THAN 253,187.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-2541256
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
2012
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E86)
Assets (IRS master file)
$155,747
Income (IRS master file)
$436,521

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$436,521$487,312$155,747XML
990December 2023$525,814$538,477$206,538XML
990December 2022$375,054$346,446$219,201IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 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 45-2541256).

Questions about SOBRIETY FOUNDATION

What is the EIN of SOBRIETY FOUNDATION?
The employer identification number (EIN) of SOBRIETY FOUNDATION is 45-2541256.
Is SOBRIETY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to SOBRIETY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOBRIETY FOUNDATION 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 SOBRIETY 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 SOBRIETY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SOBRIETY FOUNDATION?
The 990 for the year ended December 31, 2024 names SUSAN PETERSON.
Who are the officers and directors of SOBRIETY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $12,734 (ERIKA SHERIFF, ADVOCATE).
How much revenue does SOBRIETY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $436,521, expenses of $487,312 and total assets of $155,747 at year end.

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