Skip to main content

Nonprofit · EIN 84-4845473

MJ INSURANCE CHARITABLE FOUNDATION

Tax-exempt · PHOENIX, AZ 85016

Financials

$37K$15K2021$201K$115K2023$187K$208K2024$559K$308K2025
Revenue Expenses · by fiscal year end
Financials of MJ INSURANCE CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$559,388$308,402$250,986$433,632$0$433,632
December 31, 2024990-PF$187,432$208,021-$20,589$192,208$0$192,208
December 31, 2023990-PF$200,763$115,060$85,703$212,797$0$212,797
December 31, 2021990-PF$37,203$14,549$22,654$38,097$0$38,097
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$549,937
Net gain from sales of assets
$9,451

Expenses

Grants and similar amounts paid
$304,402
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$304,402
Excise tax on investment income
$131

Balance sheet and other

Total assets, start of year
$192,208
Total assets, end of year
$433,632
Total liabilities, end of year
$0
Net assets, end of year
$433,632
Fair market value of assets
$433,632
Qualifying distributions
$304,402
Net investment income
$9,451

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BRITNI SHROUT
C/O MJ INSURANCE 571 MONON BLVD STE, 400, CARMEL, IN 46032
EXECUTIVE DIRECTOR1$0
BRIAN FRIEND
C/O MJ INSURANCE 571 MONON BLVD STE, 400, CARMEL, IN 46032
CHIEF FINANCIAL OFFICER1$0
MICHAEL H BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ PRESIDENT1$0
LAURA M BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ VICE PRESIDENT/ SEC'Y1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BRITNI SHROUT
C/O MJ INSURANCE 571 MONON BLVD STE, 400, CARMEL, IN 46032
EXECUTIVE DIRECTOR1$0
BRIAN FRIEND
C/O MJ INSURANCE 571 MONON BLVD STE, 400, CARMEL, IN 46032
CHIEF FINANCIAL OFFICER1$0
MICHAEL H BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ PRESIDENT1$0
LAURA M BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ VICE PRESIDENT/ SEC'Y1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BRITNI SHROUT
C/O MJ INSURANCE 571 MONON BLVD STE, 400, CARMEL, IN 46032
EXECUTIVE DIRECTOR1$0
BRIAN FRIEND
C/O MJ INSURANCE 571 MONON BLVD STE, 400, CARMEL, IN 46032
CHIEF FINANCIAL OFFICER1$0
MICHAEL H BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ PRESIDENT1$0
LAURA M BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ VICE PRESIDENT/ SEC'Y1$0
990-PF for the year ended December 31, 2021: 2 people
NameTitleHours / weekCompensation
MICHAEL H BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ PRESIDENT1$0
LAURA M BILL
3900 E CAMELBACK RD SUITE 225, PHOENIX, AZ 85018
DIRECTOR/ VICE PRESIDENT/ SEC'Y1$0

Address and contacts

Address (IRS master file)
2525 E CAMELBACK RD STE 1150, PHOENIX, AZ 85016-4233
In care of
% MICHAEL H BILL
Signed the 990-PF
BRIAN FRIEND, CFO
Phone
(317) 805-7500
Return prepared by
KSM BUSINESS SERVICES 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4845473
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$433,632
Income (IRS master file)
$559,955

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$559,388$308,402$433,632IRS
990-PFDecember 2024$187,432$208,021$192,208XML
990-PFDecember 2023$200,763$115,060$212,797XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$37,203$14,549$38,097XML
990-PFDecember 2020–––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 84-4845473).

Questions about MJ INSURANCE CHARITABLE FOUNDATION

What is the EIN of MJ INSURANCE CHARITABLE FOUNDATION?
The employer identification number (EIN) of MJ INSURANCE CHARITABLE FOUNDATION is 84-4845473.
Is MJ INSURANCE CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to MJ INSURANCE CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MJ INSURANCE CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MJ INSURANCE CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MJ INSURANCE CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MJ INSURANCE CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MJ INSURANCE CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $559,388, expenses of $308,402 and total assets of $433,632 at year end.

Other nonprofits in PHOENIX

All nonprofits in PHOENIX · Arizona · Philanthropy, voluntarism and grantmaking foundations