Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 92-3624067

PHASE FOUNDATION

Tax-exempt · VESTAVIA HLS, AL 35216

Financials

$60K$56K2024
Revenue Expenses · by fiscal year end
Financials of PHASE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$60,080$55,714$4,366$37,066–$37,066
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$59,793
Investment income
$287

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$1,006
Occupancy
$35,580
Other expenses
$19,128
Program services (functional)
$40,915

Balance sheet and other

Total assets, start of year
$15,700
Total assets, end of year
$37,066
Total liabilities, end of year
–
Net assets, end of year
$37,066
Cash, savings and investments
$7,220
Gross receipts
$60,080

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KEVIN BURKEPRESIDENT20$0
MARTIN TAYLORVICE PRESIDE1$0
JESSICA MOODYSECRETARY3$0

Address and contacts

Address (IRS master file)
715 LEXINGTON RD, VESTAVIA HLS, AL 35216-2021
Mailing address (990-N for 2023)
715 LEXINGTON ROAD, VESTAVIA HILLS AL 35216
Principal officer (990-N for 2023)
KEVIN BURKE, 715 LEXINGTON RD, VESTAVIA HILLS AL 35216
Signed the 990-EZ
KEVIN BURKE, PRESIDENT
Phone
(205) 601-3610
Return prepared by
JAMES S LOVEJOY CPA PC

Mission

THE PRIMARY PURPOSE IS TO PROVIDE HEALTH AND WELLNESS PROGRAMS FOR PEOPLE WITH INTELLECTUAL DISABILITIES IN AN INCLUSIVE ENVIRONMENT. WE EDUCATE INDIVIDUALS AND FAMILIES ON ACTIVITIES THEY CAN DO TO PROMOTE PHYSIAL AND EMOTIONAL WELL-BEING. WE ACT AS A RESOURCE TO THE COMMUNITY ON SENSORY WELLNESS.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • PROVIDE A SENSORY FRIENDLY GYM ENVIRONMENT FOR PEOPLE WITH INTELLECTUAL DISABILITIES.
    Expenses $40,915
  • PROVIDE A BUDDY PROGRAM THAT MATCHES PEOPLE WITH INTELLECTUAL DISABILITIES TO A TYPICALLY DEVELOPED PEER FOR FITNESS TRAINING AND ENDURANCE SPORTS.
  • COLLABORATE WITH SCHOOLS AND ORGANIZATIONS TO PROVIDE FITNESS TRAINING EITHER ON SITE AT THEIR ESTABLISHMENT OR WITHIN OUR GYM FACILITY.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-N on file

File the 2025 990-EZ for PHASE FOUNDATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
92-3624067
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
2023
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$37,066
Income (IRS master file)
$60,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$60,080$55,714$37,066IRS
990-N for 2023
Officer: KEVIN BURKE
December 31, 2023≤ $50,000 receipts––e-Postcard

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 92-3624067).

Questions about PHASE FOUNDATION

What is the EIN of PHASE FOUNDATION?
The employer identification number (EIN) of PHASE FOUNDATION is 92-3624067.
Is PHASE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to PHASE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PHASE 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 PHASE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PHASE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who is the principal officer of PHASE FOUNDATION?
The 990-N for 2023 names KEVIN BURKE.
Who are the officers and directors of PHASE FOUNDATION?
The 990-EZ for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does PHASE FOUNDATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $60,080, expenses of $55,714 and total assets of $37,066 at year end.

Other nonprofits in VESTAVIA HLS

All nonprofits in VESTAVIA HLS · Alabama · Recreation and sports