Nonprofit · EIN 82-1314471
STEVEN WHITEHOUSE AND FRIENDS
Tax-exempt · MOUNT JULIET, TN 37122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $267,538 | $186,218 | $81,320 | $163,889 | $2,098 | $161,791 |
| December 31, 2024 | 990-EZ | $83,643 | $41,307 | $42,336 | $81,671 | $1,200 | $80,471 |
| December 31, 2023 | 990-EZ | $50,343 | $53,056 | -$2,713 | $42,012 | $3,877 | $38,135 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $280,488
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$12,950
- Other revenue
- -$12,950
Expenses
- Grants and similar amounts paid
- $182,911
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Program services (functional)
- $183,029
- Management and general (functional)
- $3,133
- Fundraising (functional)
- $56
Balance sheet and other
- Total assets, start of year
- $81,671
- Total assets, end of year
- $163,889
- Total liabilities, end of year
- $2,098
- Net assets, end of year
- $161,791
- Gross receipts
- $311,538
- Employees
- 0
- Volunteers
- 35
- Year formed
- 2017
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE BRETELL | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE BALTZ | BOARD MEMBER Trustee or director | 1 | $0 |
| SAMI KINCAID | BOARD MEMBER Trustee or director | 1 | $0 |
| CLIFF HARDY | BOARD MEMBER Trustee or director | 1 | $0 |
| JONATHAN DRAKE | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN MORRIS | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSH MARLOWE | Secretary Trustee or director, Officer | 1 | $0 |
| CASEY COX | Vice President Trustee or director, Officer | 1 | $0 |
| STEVEN WHITEHOUSE | President Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE BRETELL | BOARD MEMBER | 1 | $0 |
| JOE BALTZ | BOARD MEMBER | 1 | $0 |
| CLIFF HARDY | BOARD MEMBER | 1 | $0 |
| JONATHAN DRAKE | BOARD MEMBER | 1 | $0 |
| RYAN MORRIS | BOARD MEMBER | 1 | $0 |
| JOSH MARLOWE | Secretary | 1 | $0 |
| CASEY COX | Vice President | 1 | $0 |
| STEVEN WHITEHOUSE | President | 1 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACQUELINE BRETELL | BOARD MEMBER | 2 | $0 |
| JOE BALTZ | BOARD MEMBER | 2 | $0 |
| CLIFF HARDY | BOARD MEMBER | 2 | $0 |
| JONATHAN DRAKE | BOARD MEMBER | 2 | $0 |
| RYAN MORRIS | BOARD MEMBER | 2 | $0 |
| JOSH MARLOWE | Secretary | 2 | $0 |
| CASEY COX | Vice President | 2 | $0 |
| STEVEN WHITEHOUSE | President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 610 OAKWOOD TER, MOUNT JULIET, TN 37122-2108
- In care of
- % STEVEN WHITEHOUSE
- Mailing address (990-N for 2021)
- 610 oakwood ter, mount juliet TN 37122
- Principal officer (990 for 2025)
- STEVEN WHITEHOUSE, 610 OAKWOOD TERRACE, MOUNT JULIET, TN 37122
- Principal officer (990-N for 2021)
- Steven Whitehouse, 610 oakwood ter, mount juliet TN 37122
- Signed the 990
- CASEY COX, Vice President
- Phone
- (615) 613-5723
- Website
- WWW.SWANDFRIENDS.ORG
- Return prepared by
- Diana Landa CPA
Mission
Steven Whitehouse & Friends wants to spread our message of hope and compassion. We believe that a single action can make a difference in the community, and that collective action can greatly impact the world. Through advocacy and outreach activities, our team works tirelessly each day to contribute their part to the greater good.
Program accomplishments
- Engage in fundraising for the sole purpose of donating proceeds to individuals, families, and other non-profits/charitable organizations in need. Funds are raised through charitable events held in the community, such as golf tournaments, 5Ks, and other events with proceeds being donated to beneficiaries located in the Middle Tennessee area. Beneficiaries are voted on by our board of directors.Expenses $183,029 · grants $182,911
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 82-1314471
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W12)
- Assets (IRS master file)
- $163,889
- Income (IRS master file)
- $311,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $267,538 | $186,218 | $163,889 | XML |
| 990-EZ | December 2024 | $83,643 | $41,307 | $81,671 | XML |
| 990-EZ | December 2023 | $50,343 | $53,056 | $42,012 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: Steven Whitehouse | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Steven Whitehouse | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Steven Whitehouse | December 31, 2019 | ≤ $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 82-1314471).
Questions about STEVEN WHITEHOUSE AND FRIENDS
- What is the EIN of STEVEN WHITEHOUSE AND FRIENDS?
- The employer identification number (EIN) of STEVEN WHITEHOUSE AND FRIENDS is 82-1314471.
- Is STEVEN WHITEHOUSE AND FRIENDS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to STEVEN WHITEHOUSE AND FRIENDS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEVEN WHITEHOUSE AND FRIENDS 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 STEVEN WHITEHOUSE AND FRIENDS 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 STEVEN WHITEHOUSE AND FRIENDS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of STEVEN WHITEHOUSE AND FRIENDS?
- The 990 for the year ended December 31, 2025 names STEVEN WHITEHOUSE.
- Who are the officers and directors of STEVEN WHITEHOUSE AND FRIENDS?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does STEVEN WHITEHOUSE AND FRIENDS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $267,538, expenses of $186,218 and total assets of $163,889 at year end.
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All nonprofits in MOUNT JULIET · Tennessee · Public and societal benefit