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Nonprofiteer
← TOBY HOUSE III

Form 990 for tax year 2024

Filed by TOBY HOUSE III.

Totals

Total revenue
$251,455
Total expenses
$299,216
Contributions and grants received
$112,409
Grants paid
$0
Program service revenue
$138,349
Investment income
$697
Other revenue
$0
Total assets, end of year
$919,062
Total liabilities, end of year
$143,652
Net assets or fund balances, end of year
$775,410
Program services expenses (Part IX)
$242,560
Management and general expenses
$56,656
Fundraising expenses
$0
Program service expenses (Part III)
$242,560

Program services were 81.1% 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.

  • 1e · Government grants (contributions)

    $112,409

  • 2a · Program service revenue: TENANT RENTS

    total $82,983 · related or exempt $82,983

  • 2b · Program service revenue: MISCELLANEOUS RESIDUAL

    total $52,817 · related or exempt $52,817

  • 2c · Program service revenue: DAMAGES/CLEANING FEES

    total $2,003 · related or exempt $2,003

  • 2d · Program service revenue: LAUNDRY FEES

    total $546 · related or exempt $546

  • 3 · Investment income

    total $697 · excluded $697

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $39,551 · program services $27,686 · management and general $11,865

  • 9 · Other employee benefits

    total $5,897 · program services $5,012 · management and general $885

  • 10 · Payroll taxes

    total $2,856 · program services $2,427 · management and general $429

  • 11b · Fees: legal

    total $1,105 · management and general $1,105

  • 11c · Fees: accounting

    total $19,530 · management and general $19,530

  • 11g · Fees: other

    total $30,838 · program services $30,838

  • 13 · Office expenses

    total $1,969 · program services $262 · management and general $1,707

  • 14 · Information technology

    total $1,296 · program services $174 · management and general $1,122

  • 16 · Occupancy

    total $42,931 · program services $42,931

  • 17 · Travel

    total $513 · program services $69 · management and general $444

  • 19 · Conferences, conventions and meetings

    total $79 · program services $11 · management and general $68

  • 22 · Depreciation, depletion and amortization

    total $63,879 · program services $63,879

  • 23 · Insurance

    total $21,795 · program services $18,422 · management and general $3,373

  • 24a · Other expenses: SUPPLIES

    total $39,807 · program services $39,807

  • 24b · Other expenses: MANAGEMENT FEES

    total $16,128 · management and general $16,128

  • 24c · Other expenses: GARBAGE AND TRASH REMOV

    total $10,791 · program services $10,791

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $251 · program services $251

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,128 · end of year $56,809

  • 2 · Savings and temporary cash investments

    beginning of year $101,209 · end of year $43,740

  • 4 · Accounts receivable

    beginning of year $2,183 · end of year $3,608

  • 10a · Land, buildings and equipment: cost or other basis

    $2,047,458

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,232,553

  • 10c · Land, buildings and equipment, net

    beginning of year $832,778 · end of year $814,905

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,742 · end of year $4,087

  • 19 · Deferred revenue

    beginning of year $2,304 · end of year $97

  • 25 · Other liabilities

    beginning of year $75,081 · end of year $139,468

  • 27 · Net assets without donor restrictions

    beginning of year $823,171 · end of year $775,410

Mission and programs · 2024

Mission

PROVIDES RESIDENTIAL HOUSING FOR VERY LOW-INCOME DISABLED INDIVIDUALS IN THE PHOENIX AREA.

  • THE ORGANIZATION OPERATES FOUR PROPERTIES LOCATED IN PHOENIX, ARIZONA FOR VERY-LOW INCOME DISABLED INDIVIDUALS. THE PROJECT IS COMPRISED OF TWENTY-FOUR APARTMENT UNITS.

    Expenses $242,560 · Revenue $138,349

As filed on the 2024 return.

Listed in Part VII

  • KEVIN LAWSON

    CHAIR

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • RICHARD HEROLD

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • DR ADRIENNE C SCHECK

    SECRETARY / RISK & COMPLIANCE COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • KAREN EVERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • BARBARA FIRMINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • MATTHEW HATFIELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • ERIC LEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • PAULINA MARTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • KELLY MOONEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • KAREN OLENSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • CHARISSE RICHARDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • STEVE THOMPSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • JUSTIN TYLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.3 + 1 related

  • STEVEN SHEETS

    PRESIDENT & CEO

    Total calculated
    $590,295
    From this org
    $0
    From related orgs
    $560,266
    Other
    $30,029
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,266 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0 + $9,200 related
    Nontaxable benefits
    $0 + $20,829 related
    Filer's total
    $0 + $590,295 related

  • MICHAEL FETT

    CFO & CAO

    Total calculated
    $336,665
    From this org
    $0
    From related orgs
    $305,566
    Other
    $31,099
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,566 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $10,270 related
    Nontaxable benefits
    $0 + $20,829 related
    Filer's total
    $0 + $336,665 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
SOUTHWEST BEHAVIORAL SERVICES, INC. PROVIDES MANAGEMENT SERVICES FOR ALL AFFILATED SOUTHWEST BEHAVIORAL SERVICES ENTITIES. THE FILING ORGANIZATION RELIED ON SOUTHWEST BEHAVIORAL SERVICES, INC., WHICH UTILIZED ONE OR MORE OF THE METHODS DESCRIBED IN PART I, LINE 3, TO DETERMINE COMPENSATION OF ITS TOP MANAGEMENT OFFICIALS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • VILLA DE CONFIANZA

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • MIHALIC'S PROJECT

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • VILLA AGAVE CORPORATION

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • TOBY HOUSE II

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • TOBY HOUSE IV

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • TOBY HOUSE V

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • TOBY HOUSE VI

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • TOBY HOUSE VII

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • TOBY HOUSE VIII

    501(C)(3) · HOUSING · AZ

    Directly controlled by SOUTHWEST BEHAVIORAL HEALTH SERVICES

  • SOUTHWEST BEHAVIORAL HEALTH SERVICES

    501(C)(3) · COUNSELING AND SUPERVISION OF MENTALLY ILL · AZ

Provenance

Return type
form_990
Tax year
2024
Filed
7 August 2026
IRS schema version
2024v5.5
Source object
202612239349300921

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