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Sorenson Legacy Foundation

  • Midvale, UT
  • Tax-exempt since Oct. 2011
  • EIN: 45-3240491

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$12.2M (2023)

Expenses
$32.1M (2023)

Total Assets
$457M (2023)

Total Liabilities
$312k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,184,915
Expenses
$32,138,762
Net Income
-$19,953,847
Net Assets
$457,053,871
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,221,132
83.9%
Sales of Assets $1,065,653
8.7%
Other Income $898,130
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,956,873
87.0%
Compensation of Officers* $609,000
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $457,366,003
Total Liabilities $312,132
Net Assets $457,053,871
Compensation
Key Employees and Officers Compensation Other
Dale Harris (Director) $92,500 $0
Ralph Johnson (Director) $89,500 $0
Shauna Johnson (Director) $82,000 $0
Gary Crocker (Director) $72,500 $0
Thom Williamsen (Director) $70,000 $0
Ann Crocker (Director) $68,500 $0
Christine Harris (Director) $68,500 $0
Gail Williamsen (Director) $65,500 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,004,905
Expenses
$28,803,169
Net Income
-$12,798,264
Net Assets
$441,278,271
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,803,708
73.8%
Sales of Assets $3,244,338
20.3%
Other Income $956,859
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,975,057
90.2%
Compensation of Officers* $585,000
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $441,627,342
Total Liabilities $349,071
Net Assets $441,278,271
Compensation
Key Employees and Officers Compensation Other
Ralph Johnson (Director) $82,500 $0
Dale Harris (Director) $81,500 $0
Christine Harris (Director) $78,500 $0
Shauna Johnson (Director) $69,500 $0
Gary Crocker (Director) $67,500 $0
Thom Williamsen (Director) $65,000 $0
Gail Williamsen (Director) $62,000 $0
Ann Crocker (Director) $60,500 $0
Carol Smith (Director) $18,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,397,576
Expenses
$28,051,359
Net Income
$27,346,217
Net Assets
$526,188,491
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,248,328
20.3%
Sales of Assets $41,385,009
74.7%
Other Income $2,764,239
5.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,615,911
77.1%
Compensation of Officers* $630,000
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $526,898,066
Total Liabilities $709,575
Net Assets $526,188,491
Compensation
Key Employees and Officers Compensation Other
Ralph Johnson (Director) $78,500 $0
Dale Harris (Director) $76,000 $0
Christine Harris (Director) $72,500 $0
Gary Crocker (Director) $72,000 $0
Ann Crocker (Director) $68,000 $0
Shauna Johnson (Director) $68,000 $0
Carol Smith (Director) $68,000 $0
Gail Williamsen (Director) $65,000 $0
Thom Williamsen (Director) $62,000 $0
+ View more people

Document Links

990-PF
Filed on Oct. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,649,828
Expenses
$37,017,019
Net Income
$1,632,809
Net Assets
$494,976,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,710,866
20.0%
Sales of Assets $30,938,962
80.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,455,370
66.1%
Compensation of Officers* $550,000
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $495,708,411
Total Liabilities $731,589
Net Assets $494,976,822
Compensation
Key Employees and Officers Compensation Other
Dale Harris (Director) $71,000 $0
Thom Williamsen (Director) $65,750 $0
Ralph Johnson (Director) $65,000 $0
Gary Crocker (Director) $63,000 $0
Ann Crocker (Director) $59,000 $0
Christine Harris (Director) $56,750 $0
Carol Smith (Director) $56,750 $0
Gail Williamsen (Director) $56,750 $0
Shauna Johnson (Director) $56,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,249,297
Expenses
$31,827,338
Net Income
-$5,578,041
Net Assets
$469,798,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,838,786
41.3%
Sales of Assets $15,410,511
58.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,285,196
95.2%
Compensation of Officers* $578,000
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $471,550,509
Total Liabilities $1,752,502
Net Assets $469,798,007
Compensation
Key Employees and Officers Compensation Other
Ralph Johnson (Director) $81,000 $0
Gary Crocker (Director) $70,500 $0
Gail Williamsen (Director) $69,500 $0
Dale Harris (Director) $68,000 $0
Shauna Johnson (Director) $66,500 $0
Ann Crocker (Director) $63,500 $0
Thom Williamsen (Director) $57,500 $0
Carol Smith (Director) $54,500 $0
Christine Harris (Director) $47,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,625,251
Expenses
$33,183,544
Net Income
$7,441,707
Net Assets
$506,264,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,109,723
27.3%
Sales of Assets $29,515,528
72.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,219,678
94.1%
Compensation of Officers* $616,000
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $511,485,268
Total Liabilities $5,220,815
Net Assets $506,264,453
Compensation
Key Employees and Officers Compensation Other
Ralph Johnson (Director) $74,000 $0
Joseph Sorenson (Director) $63,500 $0
Dale Harris (Director) $61,000 $0
Shauna Johnson (Director) $59,000 $0
Carol Smith (Director) $57,500 $0
Gary Crocker (Director) $57,000 $0
Kathleen Sorenson (Director) $53,000 $0
Ann Crocker (Director) $51,500 $0
Thom Williamsen (Director) $48,500 $0
Christine Harris (Director) $47,000 $0
Gail Williamsen (Director) $44,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,129,328
Expenses
$30,479,698
Net Income
-$7,350,370
Net Assets
$557,970,746
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,210,928
48.5%
Sales of Assets $11,918,400
51.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,284,458
92.8%
Compensation of Officers* $533,500
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $565,643,074
Total Liabilities $7,672,328
Net Assets $557,970,746
Compensation
Key Employees and Officers Compensation Other
Ralph Johnson (Director) $71,000 $0
Joseph Sorenson (Director/President) $59,000 $0
Dale Harris (Director) $54,500 $0
Shauna Johnson (Director) $54,500 $0
Carol Smith (Director) $48,500 $0
Gail Williamsen (Director) $45,500 $0
Christine Harris (Director) $42,500 $0
Ann Crocker (Director) $41,000 $0
Kathleen Sorenson (Director) $39,500 $0
Thom Williamsen (Director) $39,500 $0
Gary Crocker (Director) $38,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,722,982
Expenses
$35,596,262
Net Income
-$9,873,280
Net Assets
$613,303,998
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,922,543
30.8%
Sales of Assets $17,800,439
69.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,015,778
92.8%
Compensation of Officers* $602,875
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $615,162,225
Total Liabilities $1,858,227
Net Assets $613,303,998

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,031,523
Expenses
$35,261,610
Net Income
-$14,230,087
Net Assets
$650,216,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,854,863
8.8%
Dividends $7,990,427
38.0%
Sales of Assets $11,186,233
53.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,226,530
94.2%
Compensation of Officers* $478,500
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $654,587,806
Total Liabilities $4,371,654
Net Assets $650,216,152

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,191,784
Expenses
$33,070,227
Net Income
-$13,878,443
Net Assets
$653,505,876
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,242,142
11.7%
Dividends $7,485,279
39.0%
Sales of Assets $9,464,363
49.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,701,104
92.8%
Compensation of Officers* $495,500
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $661,392,371
Total Liabilities $7,886,495
Net Assets $653,505,876

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,322,592
Expenses
$26,485,256
Net Income
$25,837,336
Net Assets
$792,678,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,353,682
4.5%
Dividends $6,380,728
12.2%
Sales of Assets $43,588,182
83.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,515,059
92.6%
Compensation of Officers* $640,476
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $792,819,311
Total Liabilities $140,652
Net Assets $792,678,659

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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