Nonprofit · EIN 85-4089386
B H ROBERTS FOUNDATION
Tax-exempt · HOLLADAY, UT 84117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,879,772 | $984,331 | $895,441 | $1,140,728 | $1,313 | $1,139,415 |
| December 31, 2023 | 990 | $950,009 | $1,084,017 | -$134,008 | $248,122 | $4,148 | $243,974 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,877,416
- Program service revenue
- $0
- Investment income
- $0
- Net income from sales of inventory
- $2,356
- Other revenue
- $2,356
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $96,032
- Other salaries and wages
- $403,759
- Salaries, compensation and benefits (total)
- $439,503
- Professional fundraising fees
- $0
- Accounting fees
- $10,973
- Occupancy
- $26,080
- Travel
- $8,341
- Program services (functional)
- $959,330
- Management and general (functional)
- $25,001
Balance sheet and other
- Total assets, start of year
- $248,122
- Total assets, end of year
- $1,140,728
- Total liabilities, end of year
- $1,313
- Net assets, end of year
- $1,139,415
- Net assets without donor restrictions
- $1,139,415
- Gross unrelated business income
- $2,356
- Gross receipts
- $1,882,208
- Employees
- 13
- Year formed
- 2020
- State of legal domicile
- UT
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ZACHARY WILLY | DIRECTOR Trustee or director, Officer | 30 | $100,000 | $0 |
| JOSH COATES | EXECUTIVE DI Trustee or director, Officer | 40 | $0 | $12,197 |
| CELIANNE COATES | DIRECTOR Trustee or director | 10 | $0 | $12,196 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ZACH WILLY | DIRECTOR Trustee or director, Officer | 30 | $61,538 | $0 |
| JOSH COATES | EXECUTIVE DI Trustee or director, Officer | 40 | $0 | $10,456 |
| CELIANNE COATES | DIRECTOR Trustee or director | 10 | $0 | $10,455 |
Address and contacts
- Address (IRS master file)
- 2214 E 5340 S, HOLLADAY, UT 84117-7677
- In care of
- % JOSH COATES
- Principal officer (990 for 2024)
- JOSH COATES, 2214 EAST 5340 SOUTH, HOLLADAY, UT 84117
- Signed the 990
- JOSH COATES, EXECUTIVE DIRECTOR
- Phone
- (801) 799-5829
- Website
- WWW.BHROBERTS.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
Mission
MORMONISM IS A UNIQUELY AMERICAN RELIGIOUS MOVEMENT THAT IS AN IMPORTANT PART OF THE HISTORY OF THE UNITED STATES AND IS PART OF THE LIVES OF MILLIONS OF PEOPLE AROUND THE WORLD. THE B.H. ROBERTS FOUNDATION WAS CREATED TO PERFORM RESEARCH, PUBLISH MEDIA AND EDUCATE THE PUBLIC ON THE TOPIC OF MORMONISM.
Program accomplishments
- THE ORGANIZATION HAS CONDUCTED VARIOUS RESEARCH ON THE CULTURE, HISTORY, AND DOCTRINE OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS TO EDUCATE THE PUBLIC.Expenses $959,330
- THE ORGANIZATION HAS DISTRIBUTED SEVERAL GRANTS IN ORDER TO FACILITATE CONDUCTING VARIOUS RESEARCH ON THE CULTURE, HISTORY,AND DOCTRINE OF THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS TO EDUCATE THE PUBLIC.
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-4089386
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X80)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $1,879,772 | $984,331 | $1,140,728 | XML |
| 990 | December 2023 | $950,009 | $1,084,017 | $248,122 | XML |
| 990 | December 2022 | $795,000 | $835,658 | $382,173 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | 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 85-4089386).
Questions about B H ROBERTS FOUNDATION
- What is the EIN of B H ROBERTS FOUNDATION?
- The employer identification number (EIN) of B H ROBERTS FOUNDATION is 85-4089386.
- Is B H ROBERTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to B H ROBERTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does B H ROBERTS FOUNDATION 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 B H ROBERTS 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 B H ROBERTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of B H ROBERTS FOUNDATION?
- The 990 for the year ended December 31, 2024 names JOSH COATES.
- Who are the officers and directors of B H ROBERTS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $100,000 (ZACHARY WILLY, DIRECTOR).
- How much revenue does B H ROBERTS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,879,772, expenses of $984,331 and total assets of $1,140,728 at year end.
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