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Nonprofit · EIN 86-0959645

B NAI B RITH COVENANT HOUSE II OF TUCSON INC

Tax-exempt · PHOENIX, AZ 85021

Financials

$657K$460K2023$411K$543K2024
Revenue Expenses · by fiscal year end
Financials of B NAI B RITH COVENANT HOUSE II OF TUCSON INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$410,674$542,787-$132,113$1,224,357$54,544$1,169,813
December 31, 2023990$657,191$460,287$196,904$1,338,784$36,858$1,301,926
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$427,943
Investment income
-$17,269
Net gain from sales of assets
-$21,020
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$142,607
Salaries, compensation and benefits (total)
$189,289
Professional fundraising fees
$0
Legal fees
$380
Accounting fees
$19,020
Occupancy
$92,843
Depreciation
$127,538
Program services (functional)
$478,489
Management and general (functional)
$64,298

Balance sheet and other

Total assets, start of year
$1,338,784
Total assets, end of year
$1,224,357
Total liabilities, end of year
$54,544
Net assets, end of year
$1,169,813
Land, buildings and equipment
$1,012,550
Net assets without donor restrictions
$1,169,813
Gross receipts
$431,694
Employees
0
Volunteers
10
Year formed
1999
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL LEVYPRESIDENT
Trustee or director, Officer
7$0
ABBIE STONEVICE PRESIDENT
Trustee or director, Officer
1.5$0
SUSAN HOPKINSONTREASURER
Trustee or director, Officer
1.5$0
MARSHALL HERRONSECRETARY
Trustee or director, Officer
1.5$0
PATTIE MARTINMEMBER AT LARGE
Trustee or director
1$0
HONEY MANSONMEMBER AT LARGE
Trustee or director
0.5$0
RUTH OSOBOWMEMBER AT LARGE
Trustee or director
0.5$0
ARTIE SPENCERMEMBER AT LARGE
Trustee or director
0.5$0
BILL ADDISONMEMBER AT LARGE
Trustee or director
0.5$0
CHRISTINE LINDGRENMEMBER AT LARGE
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
ABBIE STONEPRESIDENT
Trustee or director, Officer
7$0
MICHAEL LEVYVICE PRESIDENT
Trustee or director, Officer
1.5$0
SUSAN HOPKINSONTREASURER
Trustee or director, Officer
1.5$0
MARSHALL HERRONSECRETARY
Trustee or director, Officer
1.5$0
PATTIE MARTINMEMBER AT LARGE
Trustee or director
1$0
HONEY MANSONMEMBER AT LARGE
Trustee or director
0.5$0
RUTH OSOBOWMEMBER AT LARGE
Trustee or director
0.5$0
STACY BERWICKMEMBER AT LARGE (THRU 3/2023)
Trustee or director
0.5$0
ARTIE SPENCERMEMBER AT LARGE
Trustee or director
0.5$0
BILL ADDISONMEMBER AT LARGE
Trustee or director
0.5$0
CHRISTINE LINDGRENMEMBER AT LARGE (FROM 1/2023)
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
2330 W MISSION LN STE 10, PHOENIX, AZ 85021-2816
In care of
% JOY D TAYLOR
Principal officer (990 for 2024)
MICHAEL LEVY, 2330 W MISSION LANE STE 10, PHOENIX, AZ 85021
Signed the 990
MICHAEL LEVY, PRESIDENT
Phone
(602) 997-0013
Return prepared by
EIDE BAILLY LLP

Mission

B'NAI B'RITH COVENANT HOUSE II PROVIDES AFFORDABLE INDEPENDENT HOUSING FOR SENIORS. WE DEVELOP PROGRAMS AND PROJECTS TO ENRICH THE RESIDENTS' LIVES WHILE FOSTERING INDEPENDENCE AND DIGNITY.

990 for the year ended December 31, 2024

Program accomplishments

  • THIS ORGANIZATION PROVIDED AFFORDABLE HOUSING TO THE ELDERLY THROUGH THE OPERATION OF A 40-UNIT HUD 202 PRAC MULTIFAMILY HOUSING COMMUNITY IN TUCSON, ARIZONA. IN 2024, THE ORGANIZATION SERVED 45 RESIDENTS: 4% UNDER THE AGE 62, 74% BETWEEN THE AGES 62-81, 18% BETWEEN AGES 82-93 AND 4% OVER THE AGE OF 94. IN ADDITION TO PROVIDING DECENT AND SAFE HOUSING FOR LOW-INCOME SENIORS, THIS PROJECT ALSO EMPLOYED A FULL-TIME, ON-SITE SERVICE COORDINATOR WHO ASSISTED RESIDENTS WITH OBTAINING A VARIETY OF SOCIAL SERVICES AND AGENCY REFERRALS. IN 2024, RESIDENTS WERE ASSISTED WITH SERVICES INCLUDING: ADVOCACY, BENEFITS AND ENTITLEMENTS, SOCIAL SECURITY AND MEDICARE, MEALS, CRISIS INTERVENTION (CONTINUED ON SCHEDULE O)AND SUPPORTIVE COUNSELING, EMERGENCY FOOD PANTRY, WELFARE CHECKS, HEALTHCARE SERVICES, FAMILY SUPPORT AND COMPUTERS AND TECHNOLOGY. THE WELLNESS CENTER MAINTAINED A FULL SCHEDULE OF CLASSES AND RESIDENTS BENEFITED FROM A VARIETY OF HEALTH AND WELLNESS ACTIVITIES.
    Expenses $478,489 · revenue $427,943

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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
86-0959645
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
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,224,357
Income (IRS master file)
$431,694

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$410,674$542,787$1,224,357IRS
990December 2023$657,191$460,287$1,338,784XML
990December 2022$372,472$421,970$1,141,631IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 86-0959645).

Questions about B NAI B RITH COVENANT HOUSE II OF TUCSON INC

What is the EIN of B NAI B RITH COVENANT HOUSE II OF TUCSON INC?
The employer identification number (EIN) of B NAI B RITH COVENANT HOUSE II OF TUCSON INC is 86-0959645.
Is B NAI B RITH COVENANT HOUSE II OF TUCSON INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to B NAI B RITH COVENANT HOUSE II OF TUCSON INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does B NAI B RITH COVENANT HOUSE II OF TUCSON INC 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 B NAI B RITH COVENANT HOUSE II OF TUCSON INC 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 B NAI B RITH COVENANT HOUSE II OF TUCSON INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of B NAI B RITH COVENANT HOUSE II OF TUCSON INC?
The 990 for the year ended December 31, 2024 names MICHAEL LEVY.
Who are the officers and directors of B NAI B RITH COVENANT HOUSE II OF TUCSON INC?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does B NAI B RITH COVENANT HOUSE II OF TUCSON INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $410,674, expenses of $542,787 and total assets of $1,224,357 at year end.

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