Nonprofit · EIN 87-1039909
LIFESTANCE HEALTH FOUNDATION
Tax-exempt · SCOTTSDALE, AZ 85251
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $733 | $166,959 | -$166,226 | $3,566,964 | $0 | $3,566,964 |
| December 31, 2024 | 990-PF | -$537,457 | $115,852 | -$653,309 | $3,881,690 | $0 | $3,881,690 |
| December 31, 2023 | 990-PF | $0 | $216,144 | -$216,144 | $4,233,499 | $0 | $4,233,499 |
| December 31, 2022 | 990-PF (amended) | $0 | $134,524 | -$134,524 | $3,004,643 | $0 | $3,004,643 |
| December 31, 2021 | 990-PF (amended) | $10,000,000 | $330,833 | $9,669,167 | $5,429,167 | $0 | $5,429,167 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $733
Expenses
- Grants and similar amounts paid
- $150,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $158,479
Balance sheet and other
- Total assets, start of year
- $3,881,690
- Total assets, end of year
- $3,566,964
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,566,964
- Fair market value of assets
- $3,566,964
- Qualifying distributions
- $158,479
- Net investment income
- $733
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KERN LUHMAN 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | TREASURER | 1 | $0 |
| JILLIAN MITCHELL 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | SECRETARY | 1 | $0 |
| RYAN PARDO 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | CHIEF LEGAL OFFICER | 1 | $0 |
| DAVID BOURDON 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| KENNETH BURDICK 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| DR RACHEL DALTHROP 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| MATTHEW SOLIT 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| ANN VARANAKIS 4800 NORTH SCOTTSDALE ROAD SUITE, 2500, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARREN GOUK 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | TREASURER | 1 | $0 |
| JILLIAN MITCHELL 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | SECRETARY | 1 | $0 |
| ANNA VARANAKIS 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| KEN BURDICK 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| DAVID BOURDON 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| DR RACHEL DALTHROP 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| MATTHEW SOLIT 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| RYAN PARDO 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | CHIEF LEGAL OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARREN GOUK 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | TREASURER | 1 | $0 |
| JILLIAN MITCHELL 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | SECRETARY | 1 | $0 |
| ANNA VARANAKIS 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| KEN BURDICK 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| DAVID BOURDON 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| GWEN BOOTH 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | EXECUTIVE DIRECTOR | 20 | $0 |
990-PF for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL LESTER 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | PRESIDENT | 1 | $0 |
| WARREN GOUK 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | TREASURER | 1 | $0 |
| RYAN PARDO 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | SECRETARY | 1 | $0 |
| FELICIA GORCYCA 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| ANISHA PATEL-DUNN 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | EXECUTIVE VICE PRESIDENT | 1 | $0 |
| GWEN BOOTH 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | EXECUTIVE DIRECTOR | 20 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL LESTER 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | PRESIDENT | 1 | $0 |
| WARREN GOUK 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | TREASURER | 1 | $0 |
| RYAN PARDO 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | SECRETARY | 1 | $0 |
| FELICIA GORCYCA 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | DIRECTOR | 1 | $0 |
| ANISHA PATEL-DUNN 4800 NORTH SCOTTSDALE ROAD SUITE, 6000, SCOTTSDALE, AZ 85251 | EXECUTIVE VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4800 N SCOTTSDALE RD 2500, SCOTTSDALE, AZ 85251-7630
- Signed the 990-PF
- KERN LUHMAN, TREASURER
- Phone
- (202) 508-4645
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-1039909
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,566,964
- Income (IRS master file)
- $733
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $733 | $166,959 | $3,566,964 | IRS |
| 990-PF | December 2024 | -$537,457 | $115,852 | $3,881,690 | XML |
| 990-PF | December 2023 | $0 | $216,144 | $4,233,499 | XML |
| 990-PF | December 2022 | $0 | $134,524 | $3,004,643 | XML |
| 990-PF | December 2021 | $10,000,000 | $330,833 | $5,429,167 | XML |
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 87-1039909).
Questions about LIFESTANCE HEALTH FOUNDATION
- What is the EIN of LIFESTANCE HEALTH FOUNDATION?
- The employer identification number (EIN) of LIFESTANCE HEALTH FOUNDATION is 87-1039909.
- Is LIFESTANCE HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LIFESTANCE HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIFESTANCE HEALTH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIFESTANCE HEALTH FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFESTANCE HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LIFESTANCE HEALTH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LIFESTANCE HEALTH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $733, expenses of $166,959 and total assets of $3,566,964 at year end.
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