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Shupe Family Foundation

  • Mesa, AZ
  • Tax-exempt since Oct. 2009
  • EIN: 26-3615062

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$783k (2024)

Expenses
$731k (2024)

Total Assets
$5.18M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$782,860
Expenses
$730,772
Net Income
$52,088
Net Assets
$5,177,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $501,849
64.1%
Interest Revenue $0
Dividends $149,746
19.1%
Sales of Assets $131,265
16.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $711,000
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,177,518
Total Liabilities $0
Net Assets $5,177,518
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,161
Expenses
$355,699
Net Income
-$123,538
Net Assets
$5,125,307
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $267,755
> 100%
Sales of Assets -$35,594
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $341,000
95.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,125,307
Total Liabilities $0
Net Assets $5,125,307
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$491,086
Expenses
$333,416
Net Income
$157,670
Net Assets
$5,247,937
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $402,627
82.0%
Interest Revenue $0
Dividends $108,079
22.0%
Sales of Assets -$19,620
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $293,493
88.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,247,937
Total Liabilities $0
Net Assets $5,247,937
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,984,604
Expenses
$511,130
Net Income
$1,473,474
Net Assets
$5,006,961
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,022,110
51.5%
Interest Revenue $0
Dividends $100,349
5.1%
Sales of Assets $862,145
43.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $475,035
92.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,006,961
Total Liabilities $0
Net Assets $5,006,961
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$495,858
Expenses
$290,632
Net Income
$205,226
Net Assets
$3,434,513
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $76,332
15.4%
Sales of Assets $419,526
84.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $260,273
89.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,434,514
Total Liabilities $1
Net Assets $3,434,513
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,010,897
Expenses
$137,133
Net Income
$2,873,764
Net Assets
$3,683,155
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,972,734
98.7%
Interest Revenue $0
Dividends $22,380
0.7%
Sales of Assets $15,783
0.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $133,685
97.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,683,156
Total Liabilities $1
Net Assets $3,683,155
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on June 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,826
Expenses
$104,258
Net Income
-$40,432
Net Assets
$813,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $38,330
60.1%
Interest Revenue $0
Dividends $17,540
27.5%
Sales of Assets $7,956
12.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,620
90.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $813,404
Total Liabilities $0
Net Assets $813,404
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Madeline Shupe (Secretary) $0 $0

Document Links

990-PF
Filed on June 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$192,474
Expenses
$206,158
Net Income
-$13,684
Net Assets
$853,599
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $102,336
53.2%
Interest Revenue $0
Dividends $12,326
6.4%
Sales of Assets $77,812
40.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $192,051
93.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $853,599
Total Liabilities $0
Net Assets $853,599
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Patrick Johnson (Grantor/Trustee) $0 $0

Document Links

990-PF
Filed on May 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$380,497
Expenses
$119,266
Net Income
$261,231
Net Assets
$924,193
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,065
4.5%
Sales of Assets $363,432
95.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,186
92.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $924,193
Total Liabilities $0
Net Assets $924,193
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Patrick Johnson (Grantor/Trustee) $0 $0

Document Links

990-PF
Filed on July 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,945
Expenses
$161,255
Net Income
-$113,310
Net Assets
$662,700
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,110
50.3%
Sales of Assets $23,835
49.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,880
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $662,700
Total Liabilities $0
Net Assets $662,700
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Patrick Johnson (Grantor/Trustee) $0 $0

Document Links

990-PF
Filed on June 27, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,176
Expenses
$138,056
Net Income
-$83,880
Net Assets
$776,003
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,906
53.4%
Sales of Assets $24,670
45.5%
Other Income $600
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,362
91.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $776,003
Total Liabilities $0
Net Assets $776,003
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Patrick Johnson (Grantor/Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,336
Expenses
$106,254
Net Income
-$42,918
Net Assets
$855,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,827
45.5%
Sales of Assets $33,849
53.4%
Other Income $660
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,705
90.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $855,123
Total Liabilities $0
Net Assets $855,123
Compensation
Key Employees and Officers Compensation Other
Jeffery M Shupe (Grantor/Trustee) $0 $0
Susan Shupe (Grantor/Trustee) $0 $0
Patrick Johnson (Grantor/Trustee) $0 $0

Document Links

990-PF
Filed on July 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,999
Expenses
$88,021
Net Income
-$52,022
Net Assets
$897,835
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $35,303
98.1%
Sales of Assets $602
1.7%
Other Income $93
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,656
89.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $897,836
Total Liabilities $1
Net Assets $897,835

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,571
Expenses
$72,320
Net Income
-$70,749
Net Assets
$949,858
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $33,559
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,235
87.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $949,858
Total Liabilities $0
Net Assets $949,858

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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