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Nonprofit · EIN 86-0292390

LIFEWELL

Tax-exempt · PHOENIX, AZ 85012

Financials

$41.6M$47.1M2022$40.5M$44.4M2023$4.4M$3.9M2024
Revenue Expenses · by fiscal year end
Financials of LIFEWELL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$4,420,524$3,937,044$483,480$16,090,792$3,878,854$12,211,938
September 30, 2024990$40,526,050$44,405,109-$3,879,059$42,632,067$20,445,342$22,186,725
September 30, 2023990$41,609,411$47,075,361-$5,465,950$49,447,663$23,551,228$25,896,435
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$236,687
of which government grants
$51,497
Program service revenue
$4,180,161
Investment income
$0
Other revenue
$3,676

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$162,019
Salaries, compensation and benefits (total)
$205,325
Professional fundraising fees
$0
Legal fees
$4,357
Accounting fees
$5,290
Occupancy
$1,404,958
Travel
$1,874
Depreciation
$751,234
Program services (functional)
$3,199,694
Management and general (functional)
$737,350

Balance sheet and other

Total assets, start of year
$42,632,067
Total assets, end of year
$16,090,792
Total liabilities, end of year
$3,878,854
Net assets, end of year
$12,211,938
Land, buildings and equipment
$14,112,109
Net assets without donor restrictions
$12,099,352
Net assets with donor restrictions
$112,586
Gross receipts
$4,420,524
Employees
587
Volunteers
6
Year formed
1974
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KAREN HOFFMAN TEPPERPRESIDENT/CEO OF TERROS
Officer
5$0$344,780$22,607
DORIS JENEAN HOTZCHIEF ADMIN OFFICER/CCO
Key employee
40$321,858$0$27,143
RAMIRO GUILLENCHIEF MEDICAL OFFICER
Key employee
40$324,665$0$19,806
NICOLE CUPP-HERRINGCHIEF OF SPECIALTY SERVICES
Key employee
40$192,095$0$49,400
MEGAN POCOCKVICE PRESIDENT FINANCE
Officer
40$186,922$0$54,006
VERONICA HURDNURSE PRACTITIONER ACT
Highest-paid employee
40$213,758$0$10,812
MICHAEL MARIONTREASURER
Trustee or director, Officer
5$0$204,278$8,615
BRYAN COLBYVP OF INFORMATION TECHNOLOGY
Key employee
40$178,756$0$24,655
ADAM GENONURSE PRACTITIONER
Highest-paid employee
40$175,652$0$21,746
ALEXANDRA JAKABPROGRAM COORDINATOR I
Highest-paid employee
40$169,423$0$13,361
LISA LOWNSBURYPSYCHIATRIST
Highest-paid employee
40$171,212$0$7,342
ALEXANDRA SCHINDLERSENIOR DIRECTOR OF TOTAL REWARDS
Key employee
40$151,778$0$25,480
LARRY J COWLEYPSYCHIATRIST
Highest-paid employee
40$171,634$0$3,000
MICHAEL KURTENBACHBOARD MEMBER
Trustee or director
1$0$0$0
BUFFY WOOTENBOARD MEMBER
Trustee or director
1$0$0$0
4 more people on this return
NameTitleHours / weekCompensation
CAROLYN KROOTBOARD MEMBER
Trustee or director
1$0
CALVIN COLEBOARD MEMBER
Trustee or director
1$0
WILLIAM BUCKY BIDWILL IIIBOARD MEMBER
Trustee or director
1$0
RENEE OSIPOVBOARD MEMBER
Trustee or director
1$0
990 for the year ended September 30, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
RAMIRO GUILLENCMO
Key employee
40$344,140$31,164
DORIS HOTZPRESIDENT/CEO
Trustee or director, Officer
40$322,500$3,000
DANIELA RIEDPSYCHIATRIST
Highest-paid employee
40$203,173$10,943
NICOLE CUPP-HERRINGEXECUTIVE VICE PRESIDENT/CCO
Officer
40$182,136$24,185
BRYAN COLBYCIO
Key employee
40$169,669$31,591
GARCIA CHRISTIANCFO (THRU 7/2023)
Key employee
40$173,616$25,436
ALEXANDRA JAKABCLINICIAN I
Highest-paid employee
40$184,459$14,450
VERONICA HURDNURSE PRACTITIONER ACT
Highest-paid employee
40$194,806$3,000
PATRICE LASHAWN PICKETTREGISTERED NURSE
Highest-paid employee
40$173,958$12,922
LARRY J COWLEYPSYCHIATRIST
Highest-paid employee
32$171,762$3,000
MEGAN POCOCKVICE PRESIDENT/CFO
Officer
40$68,711$11,832
DR RODRIGO SILVACHAIRMAN
Trustee or director, Officer
1$0$0
JOE NAPOLIVICE CHAIR
Trustee or director, Officer
1$0$0
AMANDA HAMITONTREASURER
Trustee or director, Officer
1$0$0
RENEE OSIPOVSECRETARY
Trustee or director, Officer
1$0$0
JESSICA BROWNDIRECTOR
Trustee or director
1$0$0
PAULA HILLDIRECTOR
Trustee or director
1$0$0
ESTELA BARRAZADIRECTOR
Trustee or director
1$0$0
TARA ACUNADIRECTOR
Trustee or director
1$0$0
990 for the year ended September 30, 2023: 20 people
NameTitleHours / weekCompensationOther / benefits
DORIS VAUGHT-HOTZPRESIDENT/CEO
Trustee or director, Officer
40$358,830$4,260
DANIELA REIDPSYCHIATRIST
Highest-paid employee
40$256,729$8,326
ANNETTE BUNNNURSE PRACTITIONER
Highest-paid employee
40$210,325$12,237
RAMIRO GUILLENCMO
Key employee
40$202,264$12,588
ADAM GENONURSE PRACTITIONER
Highest-paid employee
40$186,608$21,130
COSTALES JESSEPSYCHIATRIST ACT
Highest-paid employee
40$199,508$6,325
TANYA SMITHNURSE PRACTITIONER
Highest-paid employee
40$178,243$16,877
BRYAN COLBYCIO
Key employee
40$166,771$26,994
CHRISTIAN GARCIA THRU 72023CFO
Officer
40$159,412$32,600
NICOLE CUPP-HERRINGEXECUTIVE VP/CCO
Officer
40$167,037$18,608
DR RODRIGO SILVAPRESIDENT
Trustee or director, Officer
1$0$0
PAULA HILLVICE CHAIRMAN
Trustee or director, Officer
1$0$0
JOE NAPOLITREASURER
Trustee or director, Officer
1$0$0
JESSICA BROWNSECRETARY
Trustee or director, Officer
1$0$0
AMANDA HAMILTONDIRECTOR
Trustee or director
1$0$0
RENEE OSIPOVDIRECTOR
Trustee or director
1$0$0
ESTELA BARRAZADIRECTOR
Trustee or director
1$0$0
TARA ACUNADIRECTOR
Trustee or director
1$0$0
BLAISE CAUDILL THRU 62023DIRECTOR
Trustee or director
1$0$0
MEGAN POCOCKVP/CFO
Officer
40$0$0

Address and contacts

Address (IRS master file)
3003 N CENTRAL AVE STE 400, PHOENIX, AZ 85012-2929
Principal officer (990 for 2024)
MEGAN POCOCK, 3003 N CENTRAL AVENUE SUITE 400, PHOENIX, AZ 850122914
Signed the 990
MICHAEL MARION, TREASURER
Phone
(602) 808-2800
Return prepared by
CBIZ ADVISORS LLC

Mission

LIFEWELL'S MISSION IS TO ENSURE ACCESS TO SAFE, AFFORDABLE HOUSING AND SUPPORTIVE RESOURCES THAT ENABLE INDIVIDUALS WITH SERIOUS MENTAL ILLNESS AND OTHER DISABLING CONDITIONS TO LIVE INDEPENDENTLY AND SUCCESSFULLY WITHIN THEIR COMMUNITIES.

990 for the year ended September 30, 2025

Program accomplishments

  • LIFEWELL PROVIDES HOUSING OPERATIONS AND PROPERTY MANAGEMENT SERVICES THAT SUPPORT SAFE, AFFORDABLE, AND STABLE HOUSING FOR ADULTS WITH SERIOUS MENTAL ILLNESS (SMI), VISUAL IMPAIRMENTS, SUBSTANCE USE DISORDERS, AND CO-OCCURRING CONDITIONS. SERVICES INCLUDE TENANT PLACEMENT, LEASE ADMINISTRATION, OCCUPANCY MANAGEMENT, HOUSING INSPECTIONS, MAINTENANCE COORDINATION, COMPLIANCE OVERSIGHT, AND COLLABORATION WITH CLINICAL AND COMMUNITY PARTNERS TO PROMOTE HOUSING STABILITY, INDEPENDENCE, AND SUCCESSFUL TENANCY. HOUSING SUPPORT STAFF ARE AVAILABLE 24/7 TO ADDRESS HOUSING-RELATED NEEDS.
    Expenses $3,199,694 · revenue $4,180,161

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
86-0292390
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
1975
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,090,792
Income (IRS master file)
$4,420,524

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$4,420,524$3,937,044$16,090,792XML
990September 2024$40,526,050$44,405,109$42,632,067XML
990-TSeptember 2024–––IRS
990September 2023$41,609,411$47,075,361$49,447,663XML
990-TSeptember 2023–––IRS
990September 2022$45,843,627$46,356,824$55,291,848IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2019–––IRS
990September 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 86-0292390).

Questions about LIFEWELL

What is the EIN of LIFEWELL?
The employer identification number (EIN) of LIFEWELL is 86-0292390.
Is LIFEWELL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to LIFEWELL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LIFEWELL 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 LIFEWELL due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LIFEWELL last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of LIFEWELL?
The 990 for the year ended September 30, 2025 names MEGAN POCOCK.
Who are the officers and directors of LIFEWELL?
The 990 for the year ended September 30, 2025 lists 19 people; 11 received compensation from the organization.
How much revenue does LIFEWELL have?
On its 990 for the year ended September 30, 2025 it reported revenue of $4,420,524, expenses of $3,937,044 and total assets of $16,090,792 at year end.

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