Nonprofit · EIN 86-0766137
STEPHENSON PLACE
Tax-exempt · TUCSON, AZ 85719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $314,359 | $268,140 | $46,219 | $863,662 | $48,752 | $814,910 |
| June 30, 2024 | 990 | $188,035 | $273,531 | -$85,496 | $843,561 | $74,870 | $768,691 |
| June 30, 2023 | 990 | $204,870 | $232,186 | -$27,316 | $867,922 | $13,735 | $854,187 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $125,419
- of which government grants
- $125,419
- Program service revenue
- $60,727
- Investment income
- $29
- Other revenue
- $128,184
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $713
- Accounting fees
- $33,386
- Occupancy
- $113,943
- Travel
- $67
- Depreciation
- $62,805
- Program services (functional)
- $200,466
- Management and general (functional)
- $67,674
Balance sheet and other
- Total assets, start of year
- $843,561
- Total assets, end of year
- $863,662
- Total liabilities, end of year
- $48,752
- Net assets, end of year
- $814,910
- Land, buildings and equipment
- $694,506
- Net assets without donor restrictions
- $814,910
- Gross receipts
- $314,359
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1994
- 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 |
|---|---|---|---|---|---|
| Beth Frantz | CEO Officer | 1 | $0 | $196,959 | $23,269 |
| Marc Acuna | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Waco Starr | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lee Bucyk | Director Trustee or director | 1 | $0 | $0 | $0 |
| Steve Laguna | Director Trustee or director | 1 | $0 | $0 | $0 |
| Beth Morrison | Interim CEO Officer | 1 | $0 | $0 | $0 |
| Patti Caldwell | Ex Officio Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Beth Frantz | Chief Executive Officer Officer | 1 | $0 | $129,504 |
| Lauren Schroeder | President Trustee or director, Officer | 1 | $0 | $0 |
| Beth Meyerson | Vice President/Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Joel Isais | Director Trustee or director | 1 | $0 | $0 |
| Jose Serrano | Director Trustee or director | 1 | $0 | $0 |
| Steve Laguna | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAVI GRIVOIS-SHAH | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $139,304 | $7,199 |
| TERESITA FLORES | INTERIM CEO Officer | 1 | $0 | $50,000 | $0 |
| LAUREN SCHROEDER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOEL ISAIS | VICE-PRESIDENT/ TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOE TREJO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETH MEYERSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSE SERRANO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVE LAGUNA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BETH FRANTZ | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 375 S EUCLID AVE, TUCSON, AZ 85719-6644
- In care of
- % THE MCCALLISTER COMPANY
- Principal officer (990 for 2024)
- Patti Caldwell, 375 S Euclid Avenue, Tucson, AZ 85719
- Signed the 990
- Carlos Hernandez, Chief Executive Officer
- Phone
- (520) 628-7223
- Website
- www.saaf.org
- Return prepared by
- Keegan Linscott & Associates PC
Mission
To provide low-income housing for individuals with disabilities
Program accomplishments
- STEPHENSON PLACE SERVED LOW-INCOME CLIENTS IN 26 HOUSEHOLDS CONSISTING OF 35 PERSONS. OUR PROGRAM OPERATES UNDER THE HOUSING FIRST MODEL SO SAAF DOES NOT EXCLUDE CLIENTS FROM ENTERING HOUSING DUE TO CRIMINAL HISTORY, RENTAL HISTORY, DOMESTIC VIOLENCE, MENTAL ILLNESS, SUBSTANCE USE, OR OTHER FACTORS THAT MIGHT PREVENT A PERSON FROM OBTAINING HOUSING. WE CONTINUE TO TRANSITION CLIENTS WHO HAVE STABILIZED AND ARE DOING WELL IN HOUSING TO INDEPENDENT UNSUBSIDIZED HOUSING OR TO MAINSTREAM PROGRAMS LIKE SECTION 8 HOUSING THROUGH THE CITY OF TUCSON. WE HAVE BEEN ABLE TO ACHIEVE THIS THROUGH A PARTNERSHIP WITH THE CITY OF TUCSON PUBLIC HOUSING AUTHORITY WHERE WE CAN REFER CLIENTS DIRECTLY TO SECTION 8 HOUSING. SAAF CONTINUES TO SCHEDULE REGULAR AIR DUCT CLEANINGS TO MAINTAIN OPTIMAL AIR QUALITY. WE ARE IN THE PROCESS OF REPLAING THE ROOFS AND COMPLTED BUIDLING 1 THIS YEAR AND HAVE SCHEDULED BUILDINGS 2 AND 3 FOR FY 25-26 TO ENSURE CLIENTS THAT THEIR HOMES ARE SAFE AND SECURE. WE CONTINUE TO UPDATED OUR SECURITY SYSTEM TO ENSURE THE SAFETY OF OUR RESIDENTS. OVERALL, THESE IMPROVEMENTS AIM TO ENHANCE THE QUALITY OF LIFE FOR OUR TENANTS AND PROVIDE A COMFORTABLE AND SUSTAINABLE LIVING ENVIRONMENT. WE ARE COMMITTED TO CONTINUOUSLY IMPROVING OUR PROPERTY AND ENSURING THE WELL-BEING OF OUR RESIDENTS.Expenses $200,466 · revenue $60,727
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
- 86-0766137
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L80)
- Assets (IRS master file)
- $863,662
- Income (IRS master file)
- $314,359
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $314,359 | $268,140 | $863,662 | IRS |
| 990 | June 2024 | $188,035 | $273,531 | $843,561 | IRS |
| 990 | June 2023 | $204,870 | $232,186 | $867,922 | XML |
| 990 | June 2022 | $203,279 | $222,863 | $910,293 | 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 86-0766137).
Questions about STEPHENSON PLACE
- What is the EIN of STEPHENSON PLACE?
- The employer identification number (EIN) of STEPHENSON PLACE is 86-0766137.
- Is STEPHENSON PLACE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to STEPHENSON PLACE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEPHENSON PLACE 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 STEPHENSON PLACE 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 STEPHENSON PLACE 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 STEPHENSON PLACE?
- The 990 for the year ended June 30, 2025 names Patti Caldwell.
- Who are the officers and directors of STEPHENSON PLACE?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does STEPHENSON PLACE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $314,359, expenses of $268,140 and total assets of $863,662 at year end.
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