Form 990 for tax year 2024
Filed by HEBREW FREE LOAN ASSN OF TUCSON.
Totals
- Total revenue
- $202,949
- Total expenses
- $159,430
- Contributions and grants received
- $167,457
- Grants paid
- $17,723
- Program service revenue
- $0
- Investment income
- $35,492
- Other revenue
- $0
- Total assets, end of year
- $785,280
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $785,280
- Program services expenses (Part IX)
- $133,549
- Management and general expenses
- $19,404
- Fundraising expenses
- $6,477
- Program service expenses (Part III)
- $133,549
Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$167,457
-
3 · Investment income
total $13,632 · excluded $13,632
-
7a · Gross sales of assets other than inventory
securities $21,860
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $21,860
-
7d · Net gain or loss
total $21,860 · excluded $21,860
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $17,723 · program services $17,723
-
5 · Compensation of officers, directors and key employees
total $74,813 · program services $63,591 · management and general $7,481 · fundraising $3,741
-
7 · Other salaries and wages
total $6,417 · program services $5,454 · management and general $642 · fundraising $321
-
10 · Payroll taxes
total $6,214 · program services $5,282 · management and general $621 · fundraising $311
-
11c · Fees: accounting
total $1,500 · management and general $1,500
-
11f · Fees: investment management
total $4,951 · management and general $4,951
-
11g · Fees: other
total $2,140 · program services $1,819 · management and general $214 · fundraising $107
-
12 · Advertising and promotion
total $1,081 · program services $919 · management and general $108 · fundraising $54
-
13 · Office expenses
total $6,759 · program services $5,745 · management and general $676 · fundraising $338
-
14 · Information technology
total $7,413 · program services $6,301 · management and general $741 · fundraising $371
-
16 · Occupancy
total $14,846 · program services $12,619 · management and general $1,485 · fundraising $742
-
17 · Travel
total $2,688 · program services $2,285 · management and general $269 · fundraising $134
-
19 · Conferences, conventions and meetings
total $1,969 · program services $1,674 · management and general $197 · fundraising $98
-
23 · Insurance
total $5,193 · program services $4,414 · management and general $519 · fundraising $260
-
24a · Other expenses: BAD DEBTS
total $5,723 · program services $5,723
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $150,343 · end of year $138,673
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $458,002 · end of year $499,388
-
13 · Investments: program-related
beginning of year $122,572 · end of year $147,219
-
27 · Net assets without donor restrictions
beginning of year $730,917 · end of year $785,280
Mission and programs · 2024
Mission
THE HEBREW FREE LOAN ASSOCIATION OF TUCSON DBA TUCSON JEWISH FREE LOAN PROVIDES INTEREST-FREE FINANCIAL ASSISTANCE EMPOWERING PEOPLE TO PROMOTE SELF-SUFFICIENCY WITH DIGNITY.
Activities or mission (Part I)
PROVIDE INTEREST-FREE FINANCIAL ASSISTANCE EMPOWERING PEOPLE TO GAIN SELF-SUFFICIENCY WITH DIGNITY.
-
THE HEBREW FREE LOAN ASSOCIATION OF TUCSON DBA TUCSON JEWISH FREE LOAN IS A NON-PROFIT CORPORATION THAT HAS SERVED THE INTEREST AND NEEDS OF PEOPLE OF ALL FAITHS IN OUR COMMUNITY SINCE 1947. TUCSON JEWISH FREE LOAN HAS BECOME A LIFELINE FOR THOSE FACING FINANCIAL CHALLENGES IN OUR COMMUNITY.
Expenses $133,549 · Grants $17,723
As filed on the 2024 return.
Listed in Part VII
-
Jon BialisJON BIALIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6
-
Lori Lundberg-LeungLORI LUNDBERG-LEUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Suzanne ShiffSUZANNE SHIFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott StovallSCOTT STOVALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Abigail TolbyABIGAIL TOLBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katherine L FilousKATHERINE L FILOUS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Philip BregmanPHILIP BREGMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Monica RosenbaumMONICA ROSENBAUM
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Allison WexlerALLISON WEXLER
EXECUTIVE DIRECTOR
- Total calculated
- $68,813
- From this org
- $61,522
- From related orgs
- $0
- Other
- $7,291
- Hours/week
- 30
-
Michelle BlumenbergMICHELLE BLUMENBERG
INTERIM EXECUTIVE DIRECTOR
- Total calculated
- $6,000
- From this org
- $6,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 15
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 April 2025
- IRS schema version
- 2024v5.1
- Source object
- 202541079349300644
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