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Utah · Nonprofit

HOLE IN THE ROCK FOUNDATION

HOLE IN THE ROCK FOUNDATION (Utah) receives grants from 6 organizations whose IRS filings report $578,184 to it, the largest being JOSEPH AND KATHLEEN SORENSON LEGACY FOUN ($539,500). 4 of them have funded it in more than one year.

Revenue FY2025
$425k
Funders on record
6
Grants received
$578k
Net assets
$2.5M
4/6 repeat funderspeak grant-dependency 70%
01What it does

What Hole in the Rock Foundation does

Mission

To preserve, perpetuate, and promote the historical legacy of the hole-in- the-rock/san juan mission pioneers

As stated on its FY2025 Form 990.

Programs

On its FY2025 return the organization reported starting a significant new program.

Some of the accomplishments this year to fulfill the organization's mission this year include: - we had 23 full time missionaries at the fort last year. - the fort improved the missionary housing with remodel and fire safety improvements - the co-op got a new roof - the fort preserved the historical cemetery - grant taylor secures funding for improvements - we secured permits with the bureau of land management

Its own explanation, from Schedule O of that return (Part III, line 2).

  1. The bluff fort: the continuing preservation and restoration of the original fort structures and grounds that focus on the story of the hole-in-the-rock pioneers. Create a semblance of the original bluff fort through the construction of some of the fort's original log structures including: log meetinghouse, blacksmith shop, log co-op store, and log cabins. Collect and display pioneer artifacts including: wagons, farming implements, blacksmith implements and cabin/meetinghouse furnishings which are applicable to the telling of the story of the bluff fort and its original residents.

  2. The hole-in-the-rock trail: conduct and support hole-in-the rock trail research and preservation. Support trail identification and marking projects. Develop and install interpretive signs/kiosks at significant trail locations. Provide and support trail excursions and information along the trail, including maps and other literature, facilitating youth growth and enrichment.

  3. Educate and communicate with the community in the following ways: collect and share histories and photographs pertinent to the hole-in-the- rock/san juan mission and other related stories of the 1879-1899 period. Regularly publish a newsletter that highlights the foundation's projects and conveys the pioneer stories. Develop and enhance a website that provides trail information and preserves the rich history of the san juan pioneers.

  4. To preserve, perpetuate, and promote the historical legacy of the hole-in- the-rock/san juan mission pioneers

    $284,927 spent
    100% of program spending

The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $284,927.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($216k) Expenses 100 ($216k) Net assets 100 ($2.2M)2018 Revenue 130 ($280k) Expenses 100 ($216k) Net assets 103 ($2.2M)2019 Revenue 116 ($251k) Expenses 110 ($239k) Net assets 104 ($2.2M)2020 Revenue 90 ($194k) Expenses 96 ($208k) Net assets 103 ($2.2M)2021 Revenue 160 ($345k) Expenses 116 ($250k) Net assets 107 ($2.3M)2022 Revenue 136 ($292k) Expenses 146 ($316k) Net assets 106 ($2.3M)2023 Revenue 166 ($357k) Expenses 120 ($259k) Net assets 111 ($2.4M)2024 Revenue 123 ($265k) Expenses 134 ($290k) Net assets 110 ($2.4M)2025 Revenue 197 ($425k) Expenses 132 ($285k) Net assets 116 ($2.5M)
'17'18'19'20'21'22'23'24'25
Revenue (197)Expenses (132)Net assets (116)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.2M to $3.0M (+35%).

$2.2M
$2.2M
$2.3M
$2.2M
$3.0M
$3.0M
$3.0M
$2.9M
$2.9M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

29% of HOLE IN THE ROCK FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (64% for the typical peer).

This organization
Typical peer · 19,547 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$457
’17
$65k
’18
$12k
’19
−$15k
’20
$95k
’21
−$24k
’22
$98k
’23
−$24k
’24
$140k
’25
16
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed666666666
Joined·+0+0+0+0+0+0+0+1
No longer listed·00000001
03Who funds it

Who funds it, year by year

2018 → 2023: the base broadened from 2 funders to 3 funders, grant income rose $2k → $95k.

1 of 6 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 0% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HOLE IN THE ROCK FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

HOLE IN THE ROCK FOUNDATION leans on a few funders — its largest provides 93% of grant income and the top three 99%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

93%
largest funder
99%
top three
~1
effective funders

Largest funder’s share by year: 2018 50% · 2019 100% · 2020 81% · 2021 99% · 2022 100% · 2023 95% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of HOLE IN THE ROCK FOUNDATION's grant income comes from Utah funders.

UT

In-state vs out-of-state, by year

’18
’19
’20
’21
’22
’23
Utah out of state home

Funder states come from each funder’s own filing. $184 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

HOLE IN THE ROCK FOUNDATION runs a healthier operating margin than three-quarters of the 11,634 arts & culture nonprofits its size.

Operating margin33% · top quartile
Months of reserve16.2mo · top quartile
Revenue growth (annualized)9% · above the median

this organization peer median middle 50% of peers· 11,634 arts & culture nonprofits $100k–$1M, FY2025

Organizations like HOLE IN THE ROCK FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Utah

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

100% of spending goes to programs.

Program 100%Management 0%Fundraising 0%

Governance

6
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention–Board reviewed the 990–Audited financials

Public support

69%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 2 related entities

  • Jens House LLC · disregarded
  • Sticky LLC · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for HOLE IN THE ROCK FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HOLE IN THE ROCK FOUNDATION?
HOLE IN THE ROCK FOUNDATION (Utah) receives grants from 6 organizations whose IRS filings report $578,184 to it, the largest being JOSEPH AND KATHLEEN SORENSON LEGACY FOUN ($539,500). 4 of them have funded it in more than one year.
How many funders does HOLE IN THE ROCK FOUNDATION have?
IRS filings report 6 organizations giving $578,184 in grants to HOLE IN THE ROCK FOUNDATION, 4 of which have funded it in more than one year.
Who is the largest funder of HOLE IN THE ROCK FOUNDATION?
JOSEPH AND KATHLEEN SORENSON LEGACY FOUN is the largest funder on record, with $539,500 in grants. The full list of funders is on this page.
How can an organization like HOLE IN THE ROCK FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Utah. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Hole in the Rock →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 6 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing