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Nonprofit · EIN 86-0140031

EPI-HAB PHOENIX INC

Tax-exempt · PHOENIX, AZ 85009

Financials

$2M$1.7M2023$1.7M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of EPI-HAB PHOENIX INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,703,041$1,730,435-$27,394$1,902,800$89,367$1,813,433
June 30, 2024990-PF$2,005,731$1,654,216$351,515$1,890,029$49,201$1,840,828
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,200
Dividends
$30,710
Interest
$6,198
Other income
$1,659,933

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$159,420
Salaries, compensation and benefits (total)
$288,044
Disbursements for charitable purposes
$1,081,688

Balance sheet and other

Total assets, start of year
$1,890,029
Total assets, end of year
$1,902,800
Total liabilities, end of year
$89,367
Net assets, end of year
$1,813,433
Fair market value of assets
$1,902,799
Qualifying distributions
$1,081,688
Net investment income
$36,908

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
TONY BARLOW
2125 W FILMORE ST, PHOENIX, AZ 85009
President40$161,792
KENNETH HIGHTOWER
1810 W MOODY TRAIL, PHOENIX, AZ 85041
Director1.25$0
JORDAN WEYENBERG
1923 E FLYNN, PHOENIX, AZ 85016
Director1.25$0
SUSAN PINTO
2164 W MUIRFIELD DR, ANTHEM, AZ 85086
Director1.25$0
DEAN HRUBY
2125 W FILLMORE, PHOENIX, AZ 85009
Director1.25$0
SANDI NEUMAN
2800 S 36TH ST, PHOENIX, AZ 85034
Chairman1.25$0
JENNIFER SETTLES ESQ
1956 E JEANINE DR, TEMPE, AZ 85254
Director1.25$0
LAURA HARPER
3905 N 7TH AVE STE 33573, PHOENIX, AZ 85067
Treasurer1.25$0
HEIDI L LERVIK
15433 S 45TH PLACE, PHOENIX, AZ 85044
Director1.25$0
RICHARD HENRICK
2125 W FILLMORE, PHOENIX, AZ 85009
Director1.25$0
990-PF for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
TONY BARLOW
2125 W FILMORE ST, PHOENIX, AZ 85009
President40$146,000
KENNETH HIGHTOWER
1810 W MOODY TRAIL, PHOENIX, AZ 85041
Director1.25$0
JORDAN WEYENBERG
1923 E FLYNN, PHOENIX, AZ 85016
Director1.25$0
SUSAN PINTO
2164 W MUIRFIELD DR, ANTHEM, AZ 85086
Director1.25$0
GARY FRITCKE
9300 N 100TH ST, SCOTTSDALE, AZ 85259
Director1.25$0
CARYN DICKEMPER
201 N CENTRAL AVE, PHOENIX, AZ 85004
Director1.25$0
SANDI NEUMAN
2800 S 36TH ST, PHOENIX, AZ 85034
Chairman1.25$0
JENNIFER SETTLES ESQ
1956 E JEANINE DR, TEMPE, AZ 85254
Director1.25$0
LAURA HARPER
3905 N 7TH AVE STE 33573, PHOENIX, AZ 85067
Treasurer1.25$0
HEIDI L LERVIK
15433 S 45TH PLACE, PHOENIX, AZ 85044
Director1.25$0

Address and contacts

Address (IRS master file)
2125 W FILLMORE ST, PHOENIX, AZ 85009-4515
Signed the 990-PF
SANDI NEUMAN, Chairman
Phone
(602) 254-7027
Return prepared by
HAYNIE & COMPANY

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
86-0140031
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
1959
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Unknown (Z99Z)
Assets (IRS master file)
$1,902,800
Income (IRS master file)
$1,703,041

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,703,041$1,730,435$1,902,800XML
990-PFJune 2024$2,005,731$1,654,216$1,890,029XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2018–––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 86-0140031).

Questions about EPI-HAB PHOENIX INC

What is the EIN of EPI-HAB PHOENIX INC?
The employer identification number (EIN) of EPI-HAB PHOENIX INC is 86-0140031.
Is EPI-HAB PHOENIX INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to EPI-HAB PHOENIX INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EPI-HAB PHOENIX INC file?
Form 990-PF. Private foundations file every year.
When is the next return of EPI-HAB PHOENIX INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EPI-HAB PHOENIX INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of EPI-HAB PHOENIX INC?
The 990-PF for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $161,792 (TONY BARLOW, President).
How much revenue does EPI-HAB PHOENIX INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,703,041, expenses of $1,730,435 and total assets of $1,902,800 at year end.

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