Form 990 for tax year 2023

Filed by USANA TRUE HEALTH FOUNDATION.

Totals

Total revenue: $518,332
Total expenses: $645,770
Contributions and grants received: $506,213
Grants paid: $577,088
Program service revenue: $12,075
Investment income: $44
Other revenue: $0
Total assets, end of year: $1,100,783
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $1,100,783
Program services expenses (Part IX): $645,745
Management and general expenses: $25
Fundraising expenses: $0
Program service expenses (Part III): $645,745

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$506,213
1g · Noncash contributions included above

$197,412
2f · All other program service revenue

total $12,075 · related or exempt $12,075 · unrelated business $0 · excluded $0
3 · Investment income

total $44 · related or exempt $0 · unrelated business $0 · excluded $44
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $14,275 · program services $14,275
3 · Grants to foreign organizations and individuals

total $562,813 · program services $562,813
17 · Travel

total $51,692 · program services $51,692
24a · Other expenses: Garden Tower Materials and Expenses

total $16,965 · program services $16,965 · management and general $0 · fundraising $0
24e · All other expenses

total $25 · management and general $25

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $802,960 · end of year $505,425
2 · Savings and temporary cash investments

beginning of year $1,056 · end of year $1,075
9 · Prepaid expenses and deferred charges

end of year $30,000
15 · Other assets

beginning of year $424,205 · end of year $564,283
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $1,228,221 · end of year $1,100,783

Mission and programs · 2023

Mission

The mission of USANA True Health Foundation ("UTHF") is to provide immediate and long-term global food relief for those in severe need. UTHF leads a network of community-driven partnerships to nourish, equip, and eliminate hunger and malnutrition throughout the world.

Activities or mission (Part I)

USANA True Health Foundation provides immediate and long-term global food relief for those in severe need. We lead a network of community-driven partnerships to nourish, equip, and eliminate hunger and malnutrition throughout the world.

USANA True Health Foundation ("UTHF") provides immediate and long-term global food relief for those in severe need. During 2023, UTHF gave assistance to 26 organizations that provided immediate food assistance, vitamins, and/or garden towers for families and individuals in need. UTHF also completed service trips to Malaysia, Indonesia, the Philippines, Mexico, Uganda, and Rwanda to build garden towers designed to provide a simplified, long-term solution to growing nutritious food.

Expenses $645,745 · Grants $577,088 · Revenue $12,075

As filed on the 2023 return.

Listed in Part VII

Brian Paul

President

Total calculated

$259,086

From this org

$0

From related orgs

$227,811

Other

$31,275

Hours/week

39

Schedule J breakdown matched by us

Base

$0 + $168,895 related

Bonus

$0 + $56,963 related

Other

$0 + $1,953 related

Deferred

$0

Nontaxable benefits

$0 + $31,275 related

Filer's total

$0 + $259,086 related
David Gregersen

Director

Total calculated

$0

Hours/week

0.5
Paul Jones

Secretary & Treasurer

Total calculated

$0

Hours/week

1 + 40 related
Peggie Pelosi

Director

Total calculated

$0

Hours/week

0.5 + 1 related
Cynthia Kersey

Director

Total calculated

$0

Hours/week

0.5
Lance May

Director

Total calculated

$0

Hours/week

0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

4c · Equity-based compensation arrangement

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3: Method to determine compensation - Compensation of the organization's CEO/president was determined by USANA Health Sciences, Inc., a related organization, using a compensation survey or study.
Schedule J, Part I, Line 4: Equity-based compensation - Brian Paul received equity-based compensation from USANA Health Sciences, Inc., a related organization, of $32,018 for all of 2023. See USANA Health Sciences, Inc.'s equity compensation plan (a public document) for details.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Highland High School

$10,675

To provide food for the school food pantry used to support students in need

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

USANA Health Sciences Inc

C · Direct sales of health products · UT · 0% owned · share of income $0 · share of assets $0

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 November 2024
IRS schema version: 2023v5.0
Source object: 202423189349310257

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