Nonprofit · EIN 86-0938555
WELLIK FOUNDATION
Tax-exempt · PHOENIX, AZ 85016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $583,561 | $2,394,368 | -$1,810,807 | $29,195,207 | $1,502,518 | $27,692,689 |
| March 31, 2024 | 990 | $636,997 | $934,372 | -$297,375 | $28,175,449 | $44,532 | $28,130,917 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $583,561
- Net gain from sales of assets
- $140,453
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,028,725
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $45,930
- Program services (functional)
- $2,094,968
- Management and general (functional)
- $299,400
Balance sheet and other
- Total assets, start of year
- $28,175,449
- Total assets, end of year
- $29,195,207
- Total liabilities, end of year
- $1,502,518
- Net assets, end of year
- $27,692,689
- Land, buildings and equipment
- $3,395,000
- Publicly traded securities
- $24,171,940
- Net assets without donor restrictions
- $27,692,689
- Gross receipts
- $583,561
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1998
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNA MARIA CHAVEZ | PRESIDENT Officer | 1 | $0 | $572,500 | $21,708 |
| ERIC NYSTROM | DIRECTOR Trustee or director | 1 | $0 | $350,379 | $29,221 |
| STEPHANIE HARRER | SECRETARY & TREASURER Officer | 1 | $0 | $147,065 | $8,866 |
| MORGAN BISHOP FRASER | DIRECTOR Trustee or director | 1 | $0 | $137,750 | $8,727 |
| BECKY HAYS ROVEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM GREEN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALAN ABARE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BLAKELEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIA BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANETTE BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEAN HANKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NEIL HILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA MCARTHUR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EILEEN MCGUIRE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VALERIE SHUMWAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNA MARIA CHAVEZ | PRESIDENT Officer | 1 | $0 | $473,078 | $924 |
| KYLA QUINTERO | SECRETARY & TREASURER (THRU 12/23) Trustee or director, Officer | 1 | $0 | $374,901 | $29,610 |
| STEPHANIE HARRER | SECRETARY & TREASURER Trustee or director, Officer | 1 | $0 | $124,439 | $7,898 |
| MORGAN BISHOP FRASER | DIRECTOR Trustee or director | 1 | $0 | $115,979 | $7,805 |
| EILEEN MCGUIRE | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALVIN HANCOCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANETTE BRYANT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BLAKELEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA MCARTHUR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BECKY HAYS ROVEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALAN ABARE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIA BROOKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VALERIE SHUMWAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2201 E CAMELBACK ROAD 405B, PHOENIX, AZ 85016-3431
- In care of
- % THE ARIZONA COMMUNITY FOUNDATION
- Principal officer (990 for 2024)
- ANNA MARIA CHAVEZ, 2201 E CAMELBACK ROAD 405B, PHOENIX, AZ 85016
- Signed the 990
- KARLA JONES, CFO
- Phone
- (602) 381-1400
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE ARIZONA COMMUNITY FOUNDATION, AN AZ NONPROFIT CORPORATION, SO LONG AS ARIZONA COMMUNITY FOUNDATION REMAINS A QUALIFIED ORGANIZATION.
Program accomplishments
- GRANTS SUPPORTING PROGRAM SERVICES CARRIED ON BY THE ORGANIZATION IN THE WICKENBURG AREA. SEE SCHEDULE I, PART II FOR MORE INFORMATION.Expenses $2,094,968 · grants $2,028,725
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0938555
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $29,195,207
- Income (IRS master file)
- $583,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $583,561 | $2,394,368 | $29,195,207 | XML |
| 990 | March 2024 | $636,997 | $934,372 | $28,175,449 | XML |
| 990 | March 2023 | -$970,370 | $828,759 | $26,086,146 | IRS |
| 990 | March 2022 | $1,346,532 | $826,866 | $28,861,974 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 86-0938555).
Questions about WELLIK FOUNDATION
- What is the EIN of WELLIK FOUNDATION?
- The employer identification number (EIN) of WELLIK FOUNDATION is 86-0938555.
- Is WELLIK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WELLIK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WELLIK FOUNDATION 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 WELLIK FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLIK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of WELLIK FOUNDATION?
- The 990 for the year ended March 31, 2025 names ANNA MARIA CHAVEZ.
- Who are the officers and directors of WELLIK FOUNDATION?
- The 990 for the year ended March 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does WELLIK FOUNDATION have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $583,561, expenses of $2,394,368 and total assets of $29,195,207 at year end.
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