Nonprofit · EIN 92-0257161
ALPHA WEALTH FOUNDATION
Tax-exempt · PARK CITY, UT 84060
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $580,640 | $19,392 | $561,248 | $585,199 | $197,505 | $387,694 |
| December 31, 2023 | 990-PF | $91,778 | $6,838 | $84,940 | $151,462 | $3,250 | $148,212 |
| December 31, 2022 | 990-PF (amended) | $76,508 | $13,236 | $63,272 | $63,272 | $0 | $63,272 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $545,432
- Dividends
- $4,988
- Net gain from sales of assets
- $29,716
- Other income
- $504
Expenses
- Grants and similar amounts paid
- $9,705
- Disbursements for charitable purposes
- $10,185
- Excise tax on investment income
- $361
Balance sheet and other
- Total assets, start of year
- $151,462
- Total assets, end of year
- $585,199
- Total liabilities, end of year
- $197,505
- Net assets, end of year
- $387,694
- Fair market value of assets
- $596,175
- Qualifying distributions
- $10,185
- Net investment income
- $35,208
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harvey Sax 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
| Chase Thomas 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
| Michael Torrence 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harvey Sax 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
| Chase Thomas 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
| Michael Torrence 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Harvey Sax 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
| Chase Thomas 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
| Michael Torrence 1887 Gold Dust Lane Ste 203A, Park City, UT 84060 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1887 GOLD DUST LN, PARK CITY, UT 84060-7288
- Signed the 990-PF
- Chase Thomas, Director
- Phone
- (435) 658-1934
- Return prepared by
- RUESCH AND COMPANY LLC
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 | Not 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
- 92-0257161
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $585,199
- Income (IRS master file)
- $802,266
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $580,640 | $19,392 | $585,199 | XML |
| 990-PF | December 2023 | $91,778 | $6,838 | $151,462 | XML |
| 990-PF | December 2022 | $76,508 | $13,236 | $63,272 | XML |
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 92-0257161).
Questions about ALPHA WEALTH FOUNDATION
- What is the EIN of ALPHA WEALTH FOUNDATION?
- The employer identification number (EIN) of ALPHA WEALTH FOUNDATION is 92-0257161.
- Is ALPHA WEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ALPHA WEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALPHA WEALTH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALPHA WEALTH 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 ALPHA WEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALPHA WEALTH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALPHA WEALTH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $580,640, expenses of $19,392 and total assets of $585,199 at year end.
Other nonprofits in PARK CITY
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- JERRY AND KATHLEEN GRUNDHOFER FOUNDATION EIN 84-3718835 · last filed 990-PF for 2024
- YOUTH WINTERSPORTS ALLIANCE EIN 52-2383750 · last filed 990 for 2025
- JACQUELYN AND GREGORY ZEHNER FOUNDATION EIN 13-3971019 · last filed 990-PF for 2024
- WIELER FAMILY PRIVATE FOUNDATION EIN 52-2034853 · last filed 990-PF for 2025
- MIYASAKI FAMILY FOUNDATION EIN 47-1259927 · last filed 990-PF for 2025
- SENKFOR FAMILY FOUNDATION EIN 34-1788305 · last filed 990-PF for 2024
- NIKI CHARITABLE ART FOUNDATION EIN 47-6245971 · last filed 990-PF for 2024
All nonprofits in PARK CITY · Utah · Philanthropy, voluntarism and grantmaking foundations