Nonprofit · EIN 88-2425515
FUNDAMENTAL WELLBEING FOUNDATION
Tax-exempt · JACKSON, WY 83002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $18,689,633 | $1,444,831 | $17,244,802 | $31,564,144 | $6,069 | $31,558,075 |
| May 31, 2025 | 990-PF | $514,343 | $573,770 | -$59,427 | $14,319,344 | $6,071 | $14,313,273 |
| May 31, 2024 | 990-PF | $12,838,239 | $569,406 | $12,268,833 | $14,387,391 | $0 | $14,387,391 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $18,311,255
- Interest
- $318,791
- Net gain from sales of assets
- $42,989
- Other income
- $16,598
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $160,500
- Disbursements for charitable purposes
- $1,418,754
- Excise tax on investment income
- $4,666
Balance sheet and other
- Total assets, start of year
- $14,319,344
- Total assets, end of year
- $31,564,144
- Total liabilities, end of year
- $6,069
- Net assets, end of year
- $31,558,075
- Fair market value of assets
- $31,564,144
- Qualifying distributions
- $1,418,754
- Net investment income
- $361,780
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RODNEY PENNINGTON PO BOX 8906, JACKSON, WY 83002 | EXECUTIVE DI | 40 | $160,500 |
| JANET PENNINGTON PO BOX 8906, JACKSON, WY 83002 | DIRECTOR | 1 | $0 |
| JOSEPH SEIGMANN PO BOX 8906, JACKSON, WY 83002 | DIRECTOR | 1 | $0 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rodney Lee Pennington PO Box 8906, Jackson, WY 83002 | Executive Director | 40 | $109,500 |
| Janet Pennington PO Box 8906, Jackson, WY 83002 | Director | 1 | $0 |
| Joseph Seigmann PO Box 8906, Jackson, WY 83002 | Director | 1 | $0 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rodney Pennington PO Box 8906, Jackson, WY 83002 | CEO | 40 | $97,500 |
| Janet Pennington PO Box 8906, Jackson, WY 83002 | Director | 0 | $0 |
| Joseph Siegmann 1721 Cedar Trace Drive, Lebanon, OH 45036 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8906, JACKSON, WY 83002-8906
- In care of
- % RODNEY PENNINGTON
- Signed the 990-PF
- RODNEY PENNINGTON, EXECUTIVE DIRECTOR
- Phone
- (843) 697-7009
- Return prepared by
- FOUNDATION GROUP INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-2425515
- 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
- 2022
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,319,344
- Income (IRS master file)
- $514,343
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $18,689,633 | $1,444,831 | $31,564,144 | XML |
| 990-PF | May 2025 | $514,343 | $573,770 | $14,319,344 | XML |
| 990-PF | May 2024 | $12,838,239 | $569,406 | $14,387,391 | XML |
| 990-PF | May 2023 | – | – | – | 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 88-2425515).
Questions about FUNDAMENTAL WELLBEING FOUNDATION
- What is the EIN of FUNDAMENTAL WELLBEING FOUNDATION?
- The employer identification number (EIN) of FUNDAMENTAL WELLBEING FOUNDATION is 88-2425515.
- Is FUNDAMENTAL WELLBEING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to FUNDAMENTAL WELLBEING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FUNDAMENTAL WELLBEING FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FUNDAMENTAL WELLBEING FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FUNDAMENTAL WELLBEING FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of FUNDAMENTAL WELLBEING FOUNDATION?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 1 received compensation from the organization, the highest $160,500 (RODNEY PENNINGTON, EXECUTIVE DI).
- How much revenue does FUNDAMENTAL WELLBEING FOUNDATION have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $18,689,633, expenses of $1,444,831 and total assets of $31,564,144 at year end.
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All nonprofits in JACKSON · Wyoming · Philanthropy, voluntarism and grantmaking foundations