Nonprofit · EIN 93-4535965
HEALTHEQUITY COMMUNITY FOUNDATION
Tax-exempt · DRAPER, UT 84020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $0 | $164,377 | -$164,377 | $401,255 | $65,632 | $335,623 |
| January 31, 2024 | 990-PF | $500,000 | $0 | $500,000 | $500,000 | $0 | $500,000 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $164,377
Balance sheet and other
- Total assets, start of year
- $500,000
- Total assets, end of year
- $401,255
- Total liabilities, end of year
- $65,632
- Net assets, end of year
- $335,623
- Fair market value of assets
- $401,255
- Qualifying distributions
- $164,377
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DALE MILLER 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | PRESIDENT / DIRECTOR | 5 | $0 |
| STERLING AVERETT 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | TREASURER/ DIRECTOR | 2 | $0 |
| STEVE NEELEMAN 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
| CHERYL KING 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
| JAMES LUCANIA 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
| AMBER MILLS-HANDY 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | SECRETARY | 1 | $0 |
990-PF for the year ended January 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DALE MILLER 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | PRESIDENT | 2.5 | $0 |
| STERLING AVERETT 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | TREASURER | 1 | $0 |
| STEVE NEELEMAN 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
| CHERYL KING 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
| JAMES LUCANIA 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | DIRECTOR | 1 | $0 |
| AMBER MILLS-HANDY 121 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 121 W SCENIC POINTE DR, DRAPER, UT 84020-6129
- In care of
- % MEREDITH LOBEL-ANGEL
- Signed the 990-PF
- STEPHANIE LARSEN, PRESIDENT
- Phone
- (801) 727-1000
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 93-4535965
- 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
- 2024
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $401,255
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $0 | $164,377 | $401,255 | XML |
| 990-PF | January 2024 | $500,000 | $0 | $500,000 | 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 93-4535965).
Questions about HEALTHEQUITY COMMUNITY FOUNDATION
- What is the EIN of HEALTHEQUITY COMMUNITY FOUNDATION?
- The employer identification number (EIN) of HEALTHEQUITY COMMUNITY FOUNDATION is 93-4535965.
- Is HEALTHEQUITY COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to HEALTHEQUITY COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEALTHEQUITY COMMUNITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEALTHEQUITY COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTHEQUITY COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of HEALTHEQUITY COMMUNITY FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does HEALTHEQUITY COMMUNITY FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $0, expenses of $164,377 and total assets of $401,255 at year end.
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