Nonprofit · EIN 87-0621275
TED AND NORMA H WARTHEN FOUNDATION CORPORATION
Tax-exempt · ST GEORGE, UT 84771
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $149,844 | $183,651 | -$33,807 | $1,762,819 | $170,217 | $1,592,602 |
| December 31, 2024 | 990-PF | $100,514 | $80,386 | $20,128 | $1,743,490 | $117,081 | $1,626,409 |
| December 31, 2023 | 990-PF | $325 | $104,778 | -$104,453 | $1,673,781 | $113,829 | $1,559,952 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $13,681
- Interest
- $56,489
- Net gain from sales of assets
- $78,674
Expenses
- Grants and similar amounts paid
- $148,152
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $163,223
- Excise tax on investment income
- $1,818
Balance sheet and other
- Total assets, start of year
- $1,743,490
- Total assets, end of year
- $1,762,819
- Total liabilities, end of year
- $170,217
- Net assets, end of year
- $1,592,602
- Fair market value of assets
- $1,762,819
- Qualifying distributions
- $163,223
- Net investment income
- $148,844
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILYNNE HAFEN PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| ROB CHRISTIE PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| WES WINSOR PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| REECE HEIDEMAN PO BOX 2955, ST GEORGE, UT 84771 | PRESIDENT | 1 | $0 |
| DEBBIE DRAPER PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| SANDIA HYER PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| JUDY WHITLOW PO BOX 2955, ST GEORGE, UT 84771 | SECRETARY | 1 | $0 |
| JUD BURKETT PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| JEFF HUNT PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| SHARILYN GREEN PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| KATIE BINGHAM PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILYNNE HAFEN PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| ROB CHRISTIE PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| RYAN SHAFFER PO BOX 2955, ST GEORGE, UT 84771 | TREASURER | 1 | $0 |
| WES WINSOR PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| JUSTIN HOFER PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| REECE HEIDEMAN PO BOX 2955, ST GEORGE, UT 84771 | PRESIDENT | 1 | $0 |
| KIMI ENDTER PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| DEBBIE DRAPER PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| SANDIA HYER PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| JUDY WHITLOW PO BOX 2955, ST GEORGE, UT 84771 | SECRETARY | 1 | $0 |
| JUD BURKETT PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| JEFF HUNT PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILYNNE HAFEN PO BOX 2955, ST GEORGE, UT 84771 | TRUSTEE | 1 | $0 |
| ROB CHRISTIE PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
| RYAN SHAFFER PO BOX 2955, ST GEORGE, UT 84770 | TREASURER | 1 | $0 |
| WES WINSOR PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
| JUSTIN HOFER PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
| REECE HEIDEMAN PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
| KIMI ENDTER PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
| DEBBIE DRAPER PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
| SANDIA HYER PO BOX 2955, ST GEORGE, UT 84770 | PRESIDENT | 1 | $0 |
| JUDY WHITLOW PO BOX 2955, ST GEORGE, UT 84770 | SECRETARY | 1 | $0 |
| JUD BURKETT PO BOX 2955, ST GEORGE, UT 84770 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2955, ST GEORGE, UT 84771-2955
- Signed the 990-PF
- REECE HEIDEMAN, PRESIDENT
- Phone
- (435) 628-3673
- 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 | 990-PF 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
- 87-0621275
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E86)
- Assets (IRS master file)
- $1,762,819
- Income (IRS master file)
- $900,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $149,844 | $183,651 | $1,762,819 | IRS |
| 990-PF | December 2024 | $100,514 | $80,386 | $1,743,490 | XML |
| 990-PF | December 2023 | $325 | $104,778 | $1,673,781 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 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 87-0621275).
Questions about TED AND NORMA H WARTHEN FOUNDATION CORPORATION
- What is the EIN of TED AND NORMA H WARTHEN FOUNDATION CORPORATION?
- The employer identification number (EIN) of TED AND NORMA H WARTHEN FOUNDATION CORPORATION is 87-0621275.
- Is TED AND NORMA H WARTHEN FOUNDATION CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to TED AND NORMA H WARTHEN FOUNDATION CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TED AND NORMA H WARTHEN FOUNDATION CORPORATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TED AND NORMA H WARTHEN FOUNDATION CORPORATION 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 TED AND NORMA H WARTHEN FOUNDATION CORPORATION 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 TED AND NORMA H WARTHEN FOUNDATION CORPORATION?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does TED AND NORMA H WARTHEN FOUNDATION CORPORATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $149,844, expenses of $183,651 and total assets of $1,762,819 at year end.
Other nonprofits in ST GEORGE
- ZION HEALTH EIN 83-2537408 · last filed 990 for 2024
- SOUTHWEST UTAH COMMUNITY HEALTH CT EIN 35-2163112 · last filed 990 for 2024
- LEARNING CENTER FOR FAMILIES EIN 87-0525653 · last filed 990 for 2025
- BIG STUFF HEALTH SHARE EIN 85-2958645 · last filed 990 for 2025
- RURAL HEALTH ASSOCIATION OF UTAH RHAU EIN 87-0651009 · last filed 990-N for 2024
- TOPS CLUB INC EIN 47-4989803 · last filed 990-N for 2024
- ALL FOR ONE EIN 47-4881336 · last filed 990-N for 2025
- BRIDGE INSTITUTE FOR RECOVERY SCIENCES EIN 73-1656951 · last filed 990-N for 2025