Nonprofit · EIN 87-0665160
HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION
Tax-exempt · OREM, UT 84057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,561,650 | $12,186,994 | $5,374,656 | $79,897,855 | $65,082,459 | $14,815,396 |
| December 31, 2023 | 990 | $11,869,201 | $8,999,953 | $2,869,248 | $52,869,080 | $43,428,340 | $9,440,740 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,231,287
- of which government grants
- $431,540
- Program service revenue
- $4,615,765
- Investment income
- $1,460,560
- Other revenue
- $254,038
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $713,011
- Other salaries and wages
- $2,794,190
- Salaries, compensation and benefits (total)
- $4,162,555
- Professional fundraising fees
- $843,216
- Legal fees
- $7,917
- Accounting fees
- $30,500
- Occupancy
- $4,037,621
- Depreciation
- $102,827
- Program services (functional)
- $9,727,166
- Management and general (functional)
- $1,476,379
- Fundraising (functional)
- $983,449
Balance sheet and other
- Total assets, start of year
- $52,869,080
- Total assets, end of year
- $79,897,855
- Total liabilities, end of year
- $65,082,459
- Net assets, end of year
- $14,815,396
- Land, buildings and equipment
- $22,049,611
- Net assets without donor restrictions
- -$1,881,543
- Net assets with donor restrictions
- $16,696,939
- Gross unrelated business income
- $73,019
- Gross receipts
- $17,561,650
- Employees
- 210
- Volunteers
- 250
- Year formed
- 2001
- 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 |
|---|---|---|---|---|
| CODY SWENSON | EXECUTIVE DIRECTOR Trustee or director, Officer | 50 | $146,905 | $30,342 |
| JEFF FISHER | DEVELOPMENT Key employee | 40 | $170,191 | $3,983 |
| TROY ANDERSON | IT AND OPERATIONS Highest-paid employee | 40 | $113,958 | $25,362 |
| ANNE SWENSON | ARTISTIC DIRECTOR Officer | 40 | $128,347 | $7,525 |
| JASON BALDWIN | TECHNICAL MANAGER Highest-paid employee | 40 | $108,877 | $20,282 |
| LINDA HALE | EDUCATION DIRECTOR Trustee or director, Officer | 40 | $112,553 | $9,248 |
| CODY HALE | TECHNICAL DIRECTOR Officer | 40 | $112,556 | $8,276 |
| MARK OSTLER | FINANCE DIRECTOR Highest-paid employee | 40 | $111,080 | $0 |
| BILL WOAHN | EXECUTIVE VICE PRESIDENT Officer | 40 | $42,459 | $0 |
| ANNE BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CARL HERNANDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILLIAM JEFFS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JANI RADEBAUGH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINCOLN WESTCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFF WILKS | TRUSTEE Trustee or director | 2 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DOXEY | TRUSTEE Trustee or director | 2 | $0 |
| DERRIN HILL | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CODY SWENSON | EXECUTIVE DIRECTOR Trustee or director, Officer | 50 | $143,523 | $37,580 |
| JEFF FISHER | DEVELOPMENT Key employee | 40 | $173,390 | $6,983 |
| TROY ANDERSON | IT AND OPERATIONS Highest-paid employee | 40 | $113,806 | $24,450 |
| ANNE SWENSON | ARTISTIC DIRECTOR Officer | 40 | $115,473 | $6,270 |
| LINDA HALE | EDUCATION DIRECTOR Trustee or director, Officer | 40 | $110,356 | $9,413 |
| CODY HALE | TECHNICAL DIRECTOR Officer | 40 | $110,464 | $8,244 |
| MARK OSTLER | CFO Highest-paid employee | 40 | $110,134 | $0 |
| ANNE BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CARL HERNANDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WILLIAM JEFFS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MISSY LARSEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KAREN MCCANDLESS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JANI RADEBAUGH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LINCOLN WESTCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFF WILKS | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 W 400 N, OREM, UT 84057-4660
- In care of
- % J CODY HALE
- Principal officer (990 for 2024)
- CODY SWENSON, 401 SOUTH PLEASANT GROVE BLVD, PLEASANT GROVE, UT 84062
- Signed the 990
- CODY SWENSON, EXECUTIVE DIRECTOR
- Phone
- (801) 226-8600
- Website
- HALETHEATER.ORG
- Return prepared by
- TANNER LLC
Mission
ORGANIZATION PROVIDES A HIGH QUALITY, INTIMATE, THEATRICAL EXPERIENCE BY FURNISHING AN EXCELLENT VENUE FOR ARTISTS TO EXPRESS THEIR TALENTS AND GAIN VALUABLE EXPERIENCE; AND BY PROVIDING A POSITIVE PLACE FOR CHILDREN AND ADULTS TO LEARN AND PERFORM.
Program accomplishments
- ORGANIZATION PROVIDES A HIGH QUALITY, INTIMATE, THEATRICAL EXPERIENCE BY FURNISHING AN EXCELLENT VENUE FOR ARTISTS TO EXPRESS THEIR TALENTS AND GAIN VALUABLE EXPERIENCE; AND BY PROVIDING A POSITIVE PLACE FOR CHILDREN AND ADULTS TO LEARN AND PERFORM.Expenses $9,727,166 · revenue $4,796,784
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
- 87-0665160
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A6E)
- Assets (IRS master file)
- $79,897,855
- Income (IRS master file)
- $17,561,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,561,650 | $12,186,994 | $79,897,855 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $11,869,201 | $8,999,953 | $52,869,080 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $8,214,932 | $4,606,046 | $47,923,878 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 87-0665160).
Questions about HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION
- What is the EIN of HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION?
- The employer identification number (EIN) of HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION is 87-0665160.
- Is HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION 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 HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION 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 HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION 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 HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION?
- The 990 for the year ended December 31, 2024 names CODY SWENSON.
- Who are the officers and directors of HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION?
- The 990 for the year ended December 31, 2024 lists 17 people; 9 received compensation from the organization, the highest $146,905 (CODY SWENSON, EXECUTIVE DIRECTOR).
- How much revenue does HALE CENTER FOUNDATION FOR THE ARTS AND EDUCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,561,650, expenses of $12,186,994 and total assets of $79,897,855 at year end.
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