Nonprofit · EIN 86-0253158
HACIENDA INC
Tax-exempt · PHOENIX, AZ 85042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $23,655,434 | $23,032,828 | $622,606 | $14,598,714 | $4,538,046 | $10,060,668 |
| June 30, 2024 | 990 | $23,778,291 | $23,827,323 | -$49,032 | $14,766,790 | $5,422,503 | $9,344,287 |
| June 30, 2023 | 990 | $23,503,877 | $22,606,674 | $897,203 | $14,862,613 | $5,620,982 | $9,241,631 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,122,144
- of which government grants
- $590,536
- Program service revenue
- $21,986,260
- Investment income
- $526,020
- Net gain from sales of assets
- $487,437
- Other revenue
- $21,010
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $513,620
- Other salaries and wages
- $15,007,268
- Salaries, compensation and benefits (total)
- $18,264,575
- Professional fundraising fees
- $0
- Legal fees
- $119,475
- Accounting fees
- $60,998
- Occupancy
- $424,074
- Travel
- $285
- Depreciation
- $561,507
- Program services (functional)
- $20,838,951
- Management and general (functional)
- $2,193,877
Balance sheet and other
- Total assets, start of year
- $14,766,790
- Total assets, end of year
- $14,598,714
- Total liabilities, end of year
- $4,538,046
- Net assets, end of year
- $10,060,668
- Land, buildings and equipment
- $8,107,444
- Publicly traded securities
- $2,365,094
- Net assets without donor restrictions
- $10,045,316
- Net assets with donor restrictions
- $15,352
- Gross receipts
- $24,477,541
- Employees
- 472
- Volunteers
- 3
- Year formed
- 1970
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PERRY PETRILLI | CEO Officer | 36 | $256,188 | $30,552 |
| LAURA BENJAMIN | CFO Officer | 36 | $231,294 | $31,013 |
| KATHLEEN BOEGLER | LPN DRIVER Highest-paid employee | 40 | $181,225 | $20,849 |
| TERESA DUNLAP | DIR OF NURSING Highest-paid employee | 40 | $152,016 | $24,025 |
| DAVID MILLS | DIR OF OPERATIONS Highest-paid employee | 40 | $157,300 | $17,431 |
| JOON BAIK | GROUP HOME/DTA ADMINISTRATOR Highest-paid employee | 40 | $138,555 | $12,038 |
| ARACELI MENDOZA | ICF ADMINISTRATOR Highest-paid employee | 40 | $129,127 | $6,131 |
| ALEXANDER RYAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| GARY ORMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JANET WEIGEL | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PERRY F PETRILLI | CEO Officer | 36 | $250,636 | $9,172 |
| LAURA WORTHY | CFO Officer | 36 | $217,948 | $16,809 |
| KATHLEEN BOEGLER | LPN DRIVER Highest-paid employee | 40 | $181,730 | $13,211 |
| TERESA DUNLAP | DIRECTOR OF NURSING, ICF Highest-paid employee | 40 | $150,654 | $14,207 |
| RHONDA DECLAY | ICF LPN FT Highest-paid employee | 40 | $118,632 | $13,881 |
| JOON BAIK | GROUP HOME/DTA/GSE ADMINISTRATOR Highest-paid employee | 40 | $126,615 | $5,065 |
| LORENA BOWERS | DIRECTOR OF RESPIRATORY SERVICES Highest-paid employee | 40 | $116,091 | $9,025 |
| ALEXANDER RYAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GARY ORMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JANET WEIGEL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PERRY F Petrilli | CEO Officer | 36 | $248,030 | $26,000 |
| LAURA WORTHY | CFO Officer | 36 | $179,804 | $18,759 |
| Kathleen Boegler | LPN DRIVER Highest-paid employee | 40 | $163,376 | $19,934 |
| TERESA Dunlap | DIRECTOR OF NURSING Highest-paid employee | 40 | $145,702 | $15,252 |
| LINDA CStillman | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 36 | $131,678 | $19,633 |
| JOON BAIK | GROUP HOME/DTA/GSE ADMIN Highest-paid employee | 40 | $114,311 | $9,145 |
| DEBI KULKAY | DIRECTOR OF REVENUE CYCLE Highest-paid employee | 40 | $113,923 | $983 |
| GARY ORMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| GEORGE SABOL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JANET WEIGEL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ALEXANDER RYAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1402 E SOUTH MOUNTAIN AVE, PHOENIX, AZ 85042-7925
- In care of
- % LAURA WORTHY
- Principal officer (990 for 2024)
- Perry Petrilli, 1402 E South Mountain Avenue, Phoenix, AZ 85042
- Signed the 990
- Perry Petrilli, CEO
- Phone
- (602) 243-4231
- Website
- WWW.HACIENDAINC.ORG/
- Return prepared by
- Forvis Mazars LLP
Mission
PROVIDE SERVICES FOR HANDICAPPED AND CHRONICALLY ILL CHILDREN
Program accomplishments
- INTERMEDIATE CARE FACILITY: HACIENDA'S ICF-IID SERVES RESIDENTS OF ALL AGES AT ALL LEVELS WITH INTELLECTUAL DISABILITIES. THE ICF PROVIDES INDIVIDUALIZED ACTIVE TREATMENT SERVICES AND SPECIALIZED MEDICAL CARE FOR INDIVIDUALS IN A COMMUNAL, HOMELIKE ENVIRONMENT.Expenses $15,420,824 · revenue $16,285,380
- THE ORGANIZATION OPERATES A DAY TREATMENT PROGRAM FOR ADULTS AND TEENAGERS WITH DEVELOPMENTAL DISABILITIES.Expenses $2,292,285 · revenue $2,420,800
- GROUP HOMES, MEDICAL GROUP HOMES: THE ORGANIZATION OPERATES FOUR GROUP HOMES IN THE COMMUNITY. THE MEDICAL GROUP HOME FACILITIES OFFER AROUND-THE-CLOCK MEDICAL SUPERVISION BY LICENSED PRACTICAL NURSES AND SUPERVISION BY A REGISTERED NURSE. THE INDIVIDUALS IN THESE HOMES REQUIRE SPECIFIC MEDICAL SUPERVISION BY TRAINED PERSONNEL.Expenses $1,667,115 · revenue $1,760,581
- THE ORGANIZATION OPERATES A GROUP SUPPORTED EMPLOYMENT PROGRAM TO ASSESS AND DEVELOP THEIR WORK SKILLS.Expenses $1,458,727 · revenue $1,540,509
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0253158
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E240)
- Assets (IRS master file)
- $14,598,714
- Income (IRS master file)
- $24,477,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $23,655,434 | $23,032,828 | $14,598,714 | IRS |
| 990 | June 2024 | $23,778,291 | $23,827,323 | $14,766,790 | XML |
| 990 | June 2023 | $23,503,877 | $22,606,674 | $14,862,613 | XML |
| 990 | June 2022 | $25,645,714 | $21,873,362 | $14,506,862 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 86-0253158).
Questions about HACIENDA INC
- What is the EIN of HACIENDA INC?
- The employer identification number (EIN) of HACIENDA INC is 86-0253158.
- Is HACIENDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to HACIENDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HACIENDA INC 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 HACIENDA 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 HACIENDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HACIENDA INC?
- The 990 for the year ended June 30, 2025 names Perry Petrilli.
- Who are the officers and directors of HACIENDA INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 7 received compensation from the organization, the highest $256,188 (PERRY PETRILLI, CEO).
- How much revenue does HACIENDA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $23,655,434, expenses of $23,032,828 and total assets of $14,598,714 at year end.
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