Nonprofit · EIN 83-1349329
CHALLENGE FOUNDATION ARIZONA
Tax-exempt · PHOENIX, AZ 85012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,095,582 | $778,647 | $316,935 | $5,196,802 | $14,247 | $5,182,555 |
| May 31, 2024 | 990 | $1,110,470 | $657,994 | $452,476 | $4,836,370 | $31,992 | $4,804,378 |
| May 31, 2023 | 990 | $939,239 | $645,479 | $293,760 | $4,393,342 | $41,464 | $4,351,878 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,007,509
- Program service revenue
- $0
- Investment income
- $88,073
- Net gain from sales of assets
- $1,810
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $310,597
- Salaries, compensation and benefits (total)
- $362,288
- Professional fundraising fees
- $0
- Accounting fees
- $15,653
- Travel
- $4,111
- Program services (functional)
- $722,241
- Management and general (functional)
- $34,156
- Fundraising (functional)
- $22,250
Balance sheet and other
- Total assets, start of year
- $4,836,370
- Total assets, end of year
- $5,196,802
- Total liabilities, end of year
- $14,247
- Net assets, end of year
- $5,182,555
- Publicly traded securities
- $2,039,072
- Gross receipts
- $1,875,490
- Employees
- 6
- Volunteers
- 60
- Year formed
- 2018
- State of legal domicile
- AZ
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BIRKELBACH | BOARD MEMBER Trustee or director | 1 | $0 |
| GENE MYERS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ERIN VERNERIS | BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| MARY ELLEN DALTON | BOARD MEMBER Trustee or director | 1 | $0 |
| KARI DAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| LATRICE LEE MCINERNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LIVINGSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN SMILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| BEN VALORE-CAPLAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BIRKELBACH | BOARD MEMBER Trustee or director | 1 | $0 |
| GENE MYERS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ERIN VERNERIS | BOARD MEMBER Trustee or director, Officer | 1 | $0 |
| MARY ELLEN DALTON | BOARD MEMBER Trustee or director | 1 | $0 |
| KARI DAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| LATRICE LEE MCINERNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LIVINGSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN SMILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| BEN VALORE-CAPLAN | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE BROWN | TREASURER Trustee or director, Officer | 1 | $0 |
| JOHN BIRKELBACH | BOARD MEMBER Trustee or director | 1 | $0 |
| GENE MYERS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ERIN VERNERIS | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARY ELLEN DALTON | BOARD MEMBER Trustee or director | 1 | $0 |
| KARI DAVIS | BOARD MEMBER Trustee or director | 1 | $0 |
| LATRICE LEE | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK LIVINGSTON | BOARD MEMBER Trustee or director | 1 | $0 |
| ALAN SMILEY | BOARD MEMBER Trustee or director | 1 | $0 |
| BEN VALORE-CAPLAN | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6300 N CENTRAL AVE, PHOENIX, AZ 85012-1109
- In care of
- % ARTHUR D MCFALL
- Principal officer (990 for 2024)
- GENE MYERS, 6300 N CENTRAL AVE, PHOENIX, AZ 85012
- Signed the 990
- GENE MYERS, PRESIDENT
- Phone
- (602) 699-5829
- Return prepared by
- RILEY & CO PC
Mission
THE CHALLENGE FOUNDATION ARIZONA EMPOWERS STUDENTS TO REACH THEIR FULL POTENTIAL THROUGH ACADEMIC SCHOLARSHIPS AND COMPREHENSIVE SUPPORT, BRIDGING THE GAP TO AN EXTRAORDINARY EDUCATION AND LIFELONG SUCCESS.
Program accomplishments
- TUTORING, MENTORING AND ADVISING:THE CHALLENGE FOUNDATION ARIZONA MATCHES STUDENTS WITH A VOLUNTEER MENTOR WHO PARTNERS WITH THE FAMILY AND THE STAFF TO PROVIDE ON-GOING SUPPORT, ENCOURAGEMENT AND MEANINGFUL EDUCATIONAL EXPERIENCES. THE MENTOR IS A PROFESSIONAL IN OUR COMMUNITY WHO IS TRAINED TO SERVE AS A ROLE MODEL AND TEAM MEMBER IN THE SCHOLARS' EDUCATIONAL JOURNEY. TUTORING IS OFFERED AND ACCESSED AS NEEDED AT EVERY LEVEL OF THE SCHOLARS' EXPERIENCE, FROM 6TH GRADE THROUGH COLLEGE, INCLUDING ACT/SAT PREP. ALL OF THESE SUPPORTS ARE MANAGED BY A CHALLENGE ADVISOR ON STAFF WHO HELPS STUDENTS OVERCOME OBSTACLES IN THEIR PERSONAL AND ACADEMIC LIVES. ADVISORS ATTEND TEACHER CONFERENCES, OBTAIN COMPUTERS, SCHOOL SUPPLIES, ATHLETIC EQUIPMENT, MUSICAL INSTRUMENTS AND COUNSEL THEM THROUGHOUT THE COLLEGE AND FINANCIAL AID APPLICATION PROCESS.Expenses $722,241
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 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 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 83-1349329
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $5,196,802
- Income (IRS master file)
- $1,875,490
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,095,582 | $778,647 | $5,196,802 | XML |
| 990 | May 2024 | $1,110,470 | $657,994 | $4,836,370 | XML |
| 990 | May 2023 | $939,239 | $645,479 | $4,393,342 | XML |
| 990 | May 2022 | $3,464,686 | $444,975 | $4,077,717 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | 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 83-1349329).
Questions about CHALLENGE FOUNDATION ARIZONA
- What is the EIN of CHALLENGE FOUNDATION ARIZONA?
- The employer identification number (EIN) of CHALLENGE FOUNDATION ARIZONA is 83-1349329.
- Is CHALLENGE FOUNDATION ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CHALLENGE FOUNDATION ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHALLENGE FOUNDATION ARIZONA 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 CHALLENGE FOUNDATION ARIZONA due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHALLENGE FOUNDATION ARIZONA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of CHALLENGE FOUNDATION ARIZONA?
- The 990 for the year ended May 31, 2025 names GENE MYERS.
- Who are the officers and directors of CHALLENGE FOUNDATION ARIZONA?
- The 990 for the year ended May 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CHALLENGE FOUNDATION ARIZONA have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,095,582, expenses of $778,647 and total assets of $5,196,802 at year end.
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