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Nonprofit · EIN 73-1295358

SAM VIERSEN FAMILY FOUNDATION INC

Tax-exempt · TULSA, OK 74103

Financials

$823K$3M2023$2.5M$3M2024$2.9M$2.3M2025
Revenue Expenses · by fiscal year end
Financials of SAM VIERSEN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,914,577$2,326,654$587,923$34,189,891$0$34,189,891
December 31, 2024990-PF (amended)$2,483,050$2,971,756-$488,706$32,667,181$0$32,667,181
December 31, 2023990-PF$822,850$3,042,655-$2,219,805$27,606,725$0$27,606,725
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,015,125
Interest
$3,106
Net gain from sales of assets
$1,894,975
Other income
$1,371

Expenses

Grants and similar amounts paid
$1,906,619
Compensation of officers, directors and key employees
$75,000
Disbursements for charitable purposes
$2,001,412
Excise tax on investment income
$36,484

Balance sheet and other

Total assets, start of year
$32,667,181
Total assets, end of year
$34,189,891
Total liabilities, end of year
$0
Net assets, end of year
$34,189,891
Fair market value of assets
$34,189,891
Qualifying distributions
$2,001,412
Net investment income
$2,919,005

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Audra Fogle
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Executive Dir.40$75,000
Adam Schenk
320 S Boston Ave Ste 1130, Tulsa, OK 74103
President1$0
Sarah Miller
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Vice President1$0
Eloise Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Secretary1$0
Terry Costanza
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Treasurer1$0
Summer Andrus
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
Sam Miller
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
Edith Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
Brian Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
Jill Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
Hugh Robinson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
Jason Winters
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director1$0
990-PF for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensationOther / benefits
Audra Fogle
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Executive Dir.40$45,192–
Lisa Rhynes
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Past Exec. Dir30$20,250$9,490
Adam Schenk
320 S Boston Ave Ste 1130, Tulsa, OK 74103
President0$0–
Sarah Miller
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Vice President0$0–
Eloise Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Secretary0$0–
Terry Costanza
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Treasurer0$0–
Summer Andrus
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
Sam Miller
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
Edith Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
Brian Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
Jill Johnson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
Hugh Robinson
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
Jason Winters
320 S Boston Ave Ste 1130, Tulsa, OK 74103
Director0$0–
990-PF for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
LISA RHYNES
7130 S LEWIS SUITE 200, TULSA, OK 74170
EXECUTIVE DIRECTOR30$54,000$26,302
ADAM SCHENK
7130 S LEWIS SUITE 200, TULSA, OK 74170
PRESIDENT0$0$0
SAM MILLER
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
BRIAN JOHNSON
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
JILL JOHNSON
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
JULIE SCHENK
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
ELOISE JOHNSON
7130 S LEWIS SUITE 200, TULSA, OK 74170
SECRETARY0$0$0
LUANA DICKERSON
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
HUGH ROBINSON
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
SARAH MILLER
7130 S LEWIS SUITE 200, TULSA, OK 74170
VICE-PRESIDENT0$0$0
SUMMER ANDRUS
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
JASON WINTERS
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0
TERRY COSTANZA
7130 S LEWIS SUITE 200, TULSA, OK 74170
TREASURER0$0$0
EDITH JOHNSON
7130 S LEWIS SUITE 200, TULSA, OK 74170
DIRECTOR0$0$0

Address and contacts

Address (IRS master file)
320 S BOSTON AVE STE 1130, TULSA, OK 74103-4700
In care of
% LISA H RHYNES
Signed the 990-PF
Audra Fogle, Executive Dir.
Phone
(918) 998-6455
Return prepared by
Conklin Gilpin & Wertz PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-1295358
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
1987
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B90)
Assets (IRS master file)
$34,189,891
Income (IRS master file)
$29,461,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,914,577$2,326,654$34,189,891XML
990-TDecember 2025–––IRS
990-PFDecember 2024$2,483,050$2,971,756$32,667,181XML
990-TDecember 2024–––IRS
990-PFDecember 2023$822,850$3,042,655$27,606,725XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 73-1295358).

Questions about SAM VIERSEN FAMILY FOUNDATION INC

What is the EIN of SAM VIERSEN FAMILY FOUNDATION INC?
The employer identification number (EIN) of SAM VIERSEN FAMILY FOUNDATION INC is 73-1295358.
Is SAM VIERSEN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to SAM VIERSEN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAM VIERSEN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SAM VIERSEN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAM VIERSEN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SAM VIERSEN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $75,000 (Audra Fogle, Executive Dir.).
How much revenue does SAM VIERSEN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,914,577, expenses of $2,326,654 and total assets of $34,189,891 at year end.

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