Nonprofit · EIN 27-0277109
SMFB FOUNDATION
Tax-exempt · PHOENIX, AZ 85009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,616,869 | $118,455 | $3,498,414 | $86,307,700 | $0 | $86,307,700 |
| June 30, 2024 | 990 | $2,235,182 | $105,298 | $2,129,884 | $77,218,798 | $0 | $77,218,798 |
| June 30, 2023 | 990 | $1,213,470 | $4,101,863 | -$2,888,393 | $69,034,695 | $0 | $69,034,695 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,440
- Program service revenue
- $0
- Investment income
- $3,612,429
- Net gain from sales of assets
- $338,632
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,440
- Management and general (functional)
- $118,455
Balance sheet and other
- Total assets, start of year
- $77,218,798
- Total assets, end of year
- $86,307,700
- Total liabilities, end of year
- $0
- Net assets, end of year
- $86,307,700
- Publicly traded securities
- $86,305,088
- Net assets without donor restrictions
- $86,307,700
- Gross receipts
- $4,138,886
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2009
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MILTON LIU | PRESIDENT & CEO Officer | 1 | $0 | $484,928 | $62,177 |
| SARAH STUCKEY | CFO (THRU FEB 2024) Officer | 1 | $0 | $235,278 | $4,534 |
| TINA LYONS | SENIOR VP OF FINANCE Officer | 1 | $0 | $156,575 | $26,428 |
| JOE CLANCY | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW HARRISON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TROY MCNEMAR | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| CAROLYN JENKINS-BOWER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHEN BARNES | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| DOUGLAS CURRAULT | DIRECTOR (AS OF JAN 2025) Trustee or director | 0.3 | $0 | $0 | $0 |
| MARC ISAACS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVE JASA | DIRECTOR (AS OF JAN 2025) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MILTON LIU | PRESIDENT & CEO (STARTING JUNE 2023) Officer | 1 | $0 | $250,044 | $22,601 |
| SARAH STUCKEY | CFO (THRU FEB 2024) Officer | 1 | $0 | $196,769 | $19,967 |
| TINA LYONS | VP OF FINANCE (AS OF FEB 2024) Officer | 1 | $0 | $115,590 | $24,102 |
| JOE CLANCY | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW HARRISON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TROY MCNEMAR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLYN JENKINS-BOWER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHEN BARNES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARC ISAACS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIK OLSSON | DIRECTOR (THRU AUG 2023) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOM KERTIS | PRESIDENT & CEO (RETIRED SEPT 2023) Officer | 2 | $0 | $363,115 | $47,546 |
| SARAH STUCKEY | CFO Officer | 2 | $0 | $196,073 | $20,722 |
| JOE CLANCY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATT HARRISON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLYN JENKINS-BOWER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TROY MCNEMAR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHEN BARNES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARC ISAACS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER LARSON | DIRECTOR (THRU MAY 2023) Trustee or director | 1 | $0 | $0 | $0 |
| BARRY MCBRIDE | DIRECTOR (THRU MAY 2023) Trustee or director | 1 | $0 | $0 | $0 |
| ERIK OLSSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MILTON LIU | PRESIDENT & CEO (STARTING JUNE 2023 Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2831 N 31ST AVE, PHOENIX, AZ 85009-1518
- In care of
- % ST MARYS FOOD BANK ALLIANCE
- Principal officer (990 for 2024)
- MILTON LIU, 2831 N 31ST AVENUE, PHOENIX, AZ 85009
- Signed the 990
- MILTON LIU, PRESIDENT & CEO
- Phone
- (602) 242-3663
- Return prepared by
- CBIZ ADVISORS LLC
Mission
TO SUPPORT AND BENEFIT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE.
Program accomplishments
- THE FOUNDATION RAISES FUNDS FOR THE SUPPORT AND BENEFIT OF AND TO CARRY OUT THE PURPOSES OF ST MARY'S FOOD BANK ALLIANCE ("ST. MARY'S"), A NONPROFIT ORGANIZATION. THE FOUNDATION MANAGED INVESTMENTS AND PROVIDED SUPPORT TO ST. MARY'S.
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0277109
- 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
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $86,307,700
- Income (IRS master file)
- $4,138,886
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,616,869 | $118,455 | $86,307,700 | IRS |
| 990 | June 2024 | $2,235,182 | $105,298 | $77,218,798 | IRS |
| 990 | June 2023 | $1,213,470 | $4,101,863 | $69,034,695 | XML |
| 990 | June 2022 | $4,768,337 | $264,289 | $66,334,007 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 27-0277109).
Questions about SMFB FOUNDATION
- What is the EIN of SMFB FOUNDATION?
- The employer identification number (EIN) of SMFB FOUNDATION is 27-0277109.
- Is SMFB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SMFB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SMFB 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 SMFB 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 SMFB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SMFB FOUNDATION?
- The 990 for the year ended June 30, 2025 names MILTON LIU.
- Who are the officers and directors of SMFB FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SMFB FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,616,869, expenses of $118,455 and total assets of $86,307,700 at year end.
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