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Stephenson Place FY2022 filing

Tax-deductible

Tucson, AZ501(c)(3)Since 1994HousingEIN 86-0766137Revenue $203K in FY2022

On file with the IRSsaaf.org375 S Euclid Ave, 85719-6644 · Tucson, AZTax-exempt since Nov 1994Publicly supported charity — 170(b)(1)(A)(vi)

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To provide low-income housing for individuals with disabilities

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $18K a year · 8% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$29K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$203K
+4% vs prior year
Spent
$223K
To programs
75%
Net assets
$882K
By yearFY2020–FY2025
Revenue
$203K
FY2022▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$189K
FY2021$195K
FY2022$203K
FY2023$205K
FY2024$188K
FY2025$314K
Expenses
$223K
FY2022▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$203K
FY2021$200K
FY2022$223K
FY2023$232K
FY2024$274K
FY2025$268K
Net assets
$882K
FY2022▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$922K
FY2021$901K
FY2022$882K
FY2023$854K
FY2024$769K
FY2025$815K

From the FY2022 Form 990 (year ending June 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $168K Management & general 25% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Julia Wieland
President
$0Pt VII · Sec A
Lauren Schroeder
Vice-President/ Treasurer
$0Pt VII · Sec A
Steve Laguna
Director
$0Pt VII · Sec A
Jose Serrano
Director
$0Pt VII · Sec A
Joe Trejo
Director
$0Pt VII · Sec A
Joel Isais
Director
$0Pt VII · Sec A
Ravi Grivois-Shah
Chief Executive Officer
$0Pt VII · Sec A
See Stephenson Place executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Builds affordable homes for people with disabilities.

Questions for Stephenson Place

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Provided by the organization

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1 program · $168K · in their own filed words · FY2021
01

Stephenson place served low-income clients in 25 households consisting of 42 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…

$168Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$203K
Ln 12
Gifts and grantsLn 1h$138K
Fees for servicesLn 2g$65K
Investment incomeLn 3$21
Money outPt IX
$223K
Ln 25
Programscol B$168K
Managementcol C$55K
Owns and owesPt X
$882K
net assets · Ln 32
Cash and savingsLn 1–2$121K
Total assetsLn 16$910K
LiabilitiesLn 26$29K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$138K
Government grantsLn 1e$138K
Fees for servicesLn 2g$65K
Investment incomeLn 3$21
Other incomeLn 4–11$1
Total revenueLn 12$203K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$121K
Cash and savings togetherLn 1–2$121K
Land, buildings, equipmentLn 10c$786K
Other assetsLn 15$576
Total assetsLn 16$910K
LiabilitiesLn 26$29K
Net assetsLn 32$882K
OperationsPt I, VI
EmployeesI 50
VolunteersI 64
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$118K$121K
Land, buildings, equipmentLn 10c$795K$786K
Total assetsLn 16$933K$910K
LiabilitiesLn 26$32K$29K
Net assetsLn 32$901K$882K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$16K$16K
Legal feesLn 11b$150$150
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$21K$21K
Office expensesLn 13$1K$314$812
OccupancyLn 16$93K$82K$11K
TravelLn 17$652$652
Depreciation, depletion and amortizationLn 22$55K$55K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$11K$8K$3K
Total functional expensesLn 25$223K$168K$55K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $314K$268K$46K$815K 990 PDF
FY2024 $188K$274K−$85K$769K 990 PDF
FY2023 $205K$232K−$27K$854K 990 PDF
FY2022 Viewing $203K$223K−$20K$882K 990 PDF
FY2021 $195K$200K−$6K$901K 990 PDF
FY2020 $189K$203K−$15K$922K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $203,279 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $138,040$138,035
I-9 Program service revenuePrior year $56,472$65,222
I-10 Investment incomePrior year $19$21
I-11 Other revenuePrior year $136$1
I-12 Total revenuePrior year $194,667$203,279
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $200,203$222,863
I-18 Total expensesPrior year $200,203$222,863
I-19 Revenue less expensesPrior year −$5,536−$19,584
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $203,279 across 6 lines filed
VIII-1e Government grants$138,035
VIII-1h Total contributions, gifts and grants$138,035
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $65,222$65,222
VIII-3 Investment incomeExcluded from tax $21$21
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1$1
VIII-12 Total revenueRelated to mission $65,223 · Unrelated business $0 · Excluded from tax $21$203,279
Part IX · Statement of functional expenses $222,863 across 10 lines filed
IX-11a Management feesManagement $15,600$15,600
IX-11b Legal feesManagement $150$150
IX-11c Accounting feesManagement $14,300$14,300
IX-11g Other fees for servicesPrograms $20,886$20,886
IX-13 Office expensesPrograms $314 · Management $812$1,126
IX-16 OccupancyPrograms $82,091 · Management $11,220$93,311
IX-17 TravelPrograms $652$652
IX-22 Depreciation, depletion and amortizationPrograms $55,326$55,326
IX-23 InsuranceManagement $10,687$10,687
IX-24 Other expenses (24a–d)Programs $8,278 · Management $2,547$10,825
IX-25 Total functional expensesPrograms $167,547 · Management $55,316 · Fundraising $0$222,863
Part X · Balance sheet $910,293 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $8,685$0
X-2 Savings and temporary cash investmentsStart of year $109,627$120,694
X-3 Pledges and grants receivableStart of year $12,360$17
X-9 Prepaid expenses and deferred chargesStart of year $7,217$3,313
X-10c Land, buildings and equipment, netStart of year $794,885$785,693
X-15 Other assetsStart of year $0$576
X-16 Total assetsStart of year $932,774$910,293
X-17 Accounts payable and accrued expensesStart of year $29,627$5,777
X-19 Deferred revenue$1,686
X-25 Other liabilitiesStart of year $2,060$21,327
X-26 Total liabilitiesStart of year $31,687$28,790
X-27 Net assets without donor restrictionsStart of year $901,087$881,503
X-32 Total net assets or fund balancesStart of year $901,087$881,503
X-33 Total liabilities and net assetsStart of year $932,774$910,293
Part XI · Reconciliation of net assets $881,503 net assets at year end
XI-1 Total revenue$203,279
XI-2 Total expenses$222,863
XI-3 Revenue less expenses−$19,584
XI-4 Net assets at start of year$901,087
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$881,503

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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