Nonprofit · EIN 86-2799729
IVERSON FAMILY FOUNDATION
Tax-exempt · TUCSON, AZ 85711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,235 | $12,050 | -$8,815 | $141,246 | $0 | $141,246 |
| June 30, 2024 | 990-PF | $2,225 | $3,970 | -$1,745 | $150,061 | $0 | $150,061 |
| June 30, 2023 | 990-PF | $5,194 | $3,040 | $2,154 | $151,806 | $0 | $151,806 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $3,081
- Interest
- $6
- Net gain from sales of assets
- $148
Expenses
- Grants and similar amounts paid
- $9,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,236
- Excise tax on investment income
- $28
Balance sheet and other
- Total assets, start of year
- $150,061
- Total assets, end of year
- $141,246
- Total liabilities, end of year
- $0
- Net assets, end of year
- $141,246
- Fair market value of assets
- $174,173
- Qualifying distributions
- $10,236
- Net investment income
- $3,235
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZACHARY IVERSON 5642 E 13TH ST, TUCSON, AZ 85711 | PRESIDENT | 2 | $0 |
| MARGARET IVERSON 5642 E 13TH ST, TUCSON, AZ 85711 | VP & TREASURER | 2 | $0 |
| KELLY LATIMORE 5642 E 13TH ST, TUCSON, AZ 85711 | SECRETARY | 2 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZACHARY IVERSON 5642 E 13TH ST, TUCSON, AZ 85711 | PRESIDENT | 2 | $0 |
| MARGARET IVERSON 5642 E 13TH ST, TUCSON, AZ 85711 | VP & TREASURER | 2 | $0 |
| KELLY LATIMORE 5642 E 13TH ST, TUCSON, AZ 85711 | SECRETARY | 2 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZACHARY IVERSON 5642 E 13TH ST, TUCSON, AZ 85711 | PRESIDENT | 2 | $0 |
| MARGARET IVERSON 5642 E 13TH ST, TUCSON, AZ 85711 | VP & TREASURER | 2 | $0 |
| KELLY LATIMORE 5642 E 13TH ST, TUCSON, AZ 85711 | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5642 E 13TH ST, TUCSON, AZ 85711-3802
- Signed the 990-PF
- MARGARET IVERSON, VP & TREASURER
- Phone
- (520) 548-0755
- Return prepared by
- BEACHFLEISCHMAN PLLC
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 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-2799729
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $141,246
- Income (IRS master file)
- $15,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,235 | $12,050 | $141,246 | XML |
| 990-PF | June 2024 | $2,225 | $3,970 | $150,061 | XML |
| 990-PF | June 2023 | $5,194 | $3,040 | $151,806 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 86-2799729).
Questions about IVERSON FAMILY FOUNDATION
- What is the EIN of IVERSON FAMILY FOUNDATION?
- The employer identification number (EIN) of IVERSON FAMILY FOUNDATION is 86-2799729.
- Is IVERSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to IVERSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IVERSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IVERSON FAMILY FOUNDATION 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 IVERSON FAMILY FOUNDATION 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 IVERSON FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does IVERSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,235, expenses of $12,050 and total assets of $141,246 at year end.
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