2025-11-03T14:38:05-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2024-01-01 860709981 B'NAI B'RITH COVENANT HOUSE OF TUCSON ARIZONA INC C/O BILTMORE PROPERTIES BNAI 6029970013 2330 W MISSION LANE STE 10 PHOENIX AZ 85021 MICHAEL LEVY PRESIDENT 6029970013 2025-10-29 1 1 BRENDA ANN BLUNT CPA P00075126 4803151040 2025-10-29 2024 2025-03-06 01:10:19Z MICHAEL LEVY 2330 W MISSION LANE STE 10 PHOENIX AZ 85021 935575 0 X WWW.BNAIBRITH.ORG X 1994 AZ TO PROVIDE HOUSING AND SUPPORT SERVICES FOR ELDERLY PERSONS. 10 10 0 10 0 0 0 0 901993 929881 445255 -48357 0 0 1347248 881524 0 0 0 0 238018 242898 0 0 0 564654 683961 802672 926859 544576 -45335 1980906 1966601 64890 95920 1916016 1870681 X B'NAI B'RITH COVENANT HOUSE PROVIDES AFFORDABLE INDEPENDENT HOUSING FOR SENIORS. WE DEVELOP PROGRAMS AND PROJECTS TO ENRICH THE RESIDENTS' LIVES WHILE FOSTERING INDEPENDENCE AND DIGNITY. 0 0 821017 929881 THIS ORGANIZATION PROVIDED AFFORDABLE HOUSING TO THE ELDERLY THROUGH THE OPERATION OF A 79-UNIT HUD 202 PRAC MULTIFAMILY HOUSING COMMUNITY IN TUCSON, ARIZONA. IN 2024, THE ORGANIZATION SERVED 93 RESIDENTS: 1% UNDER THE AGE OF 62, 76% BETWEEN THE AGES 62-81, 19% BETWEEN AGES 82-93, 2% OVER THE AGE OF 94 AND 2% UNKNOWN. 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, (CONTINUED ON SCHEDULE O)LEGAL ASSISTANCE, MEALS, CRISIS INTERVENTION 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. 821017 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 14 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X NANCY BILLS - BILTMORE PROPERTIES 6029970013 2330 W MISSION LANE 10 PHOENIX AZ 85021 X MICHAEL LEVY PRESIDENT 7.00 7.00 X X 0 0 0 ABBIE STONE VICE PRESIDENT 1.50 1.50 X X 0 0 0 SUSAN HOPKINSON TREASURER 1.50 1.50 X X 0 0 0 MARSHALL HERRON SECRETARY 1.50 1.50 X X 0 0 0 PATTIE MARTIN MEMBER AT LARGE 1.00 1.00 X 0 0 0 HONEY MANSON MEMBER AT LARGE 0.50 0.50 X 0 0 0 RUTH OSOBOW MEMBER AT LARGE 0.50 0.50 X 0 0 0 ARTIE SPENCER MEMBER AT LARGE 0.50 0.50 X 0 0 0 BILL ADDISON MEMBER AT LARGE 0.50 0.50 X 0 0 0 CHRISTINE LINDGREN MEMBER AT LARGE 0.50 0.50 X 0 0 0 0 0 0 0 0 0 0 QUALITY AIR SOLUTIONS INC 5300 E EDWIN RD TUCSON AZ 85739 REPAIRS & MAINTENANCE 276510 1 NET RENTAL INCOME 623990 926923 926923 LAUNDRY AND VENDING 812300 2958 2958 929881 5694 5694 54051 -54051 -54051 -54051 881524 929881 0 -48357 191689 184252 7437 32288 31035 1253 18921 18187 734 40248 40248 380 380 24138 24138 27823 27823 19612 19612 3360 3360 168495 168495 543 543 8137 8137 228681 228681 38702 38702 REPAIRS & MAINTENANCE 118540 118540 TAXES, LICENSES, AND FE 5302 5302 926859 821017 105842 0 19646 6869 214022 487 16810 21943 4843429 3307513 1416108 1535916 314320 401386 1980906 1966601 38153 68216 510 489 26227 27215 64890 95920 X 1916016 1870681 1916016 1870681 1980906 1966601 -45335 0 X 0 1 X 1 1 1 X 643980 694211 737952 901993 929881 3908017 643980 694211 737952 901993 929881 3908017 0 224026 142637 151917 188961 182140 889681 224026 142637 151917 188961 182140 889681 3018336 34 12 12 1247 5694 6999 34 12 12 1247 5694 6999 644014 694223 737964 903240 935575 3915016 0.77100 0.74190 0.00180 0.00000 X 0 1 X 395385 395385 2923675 2337073 586602 1063739 552918 510821 460630 417522 43108 1535916 ESCROW DEPOSITS 75133 REPLACEMENT RESERVE 295366 TENANT DEPOSITS HELD IN TRUST 29859 RESIDUAL RECEIPTS 1028 401386 X 947611 12036 12036 935575 -54051 -54051 881524 992946 66087 66087 926859 0 926859 PART IV, LINE 2B: THE ORGANIZATION HOLDS DEPOSITS HELD IN TRUST FOR ITS RESIDENTS. THE AMOUNTS HELD FOR RESIDENTS ARE REPORTED ON FORM 990, PART X, LINES 15 AND 21. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CORPORATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADMINSTRATIVE RENT 12,036. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL -54,051. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINSTRATIVE RENT 12,036. LOSS ON DISPOSAL 54,051. FORM 990, PART V, LINE 2A EMPLOYEES ARE EMPLOYED BY AN OUTSIDE AGENCY. NO FEDERAL OR STATE REPORTING IS DONE BY THIS ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF THE ORGANIZATION HAS AGREED THAT ALL MANAGEMENT SERVICES AND OVERSIGHT OF THE ORGANIZATION SHALL BE DONE BY BILTMORE PROPERTIES, INC. BILTMORE PROPERTIES, INC. HAS AGREED TO MANAGE ALL RENTAL OPERATIONS FOR A SPECIFIC FEE PER MONTH. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED BY THE MAJORITY VOTE OF THE THEN SITTING DIRECTORS WITH THE PRIOR WRITTEN APPROVAL OF B'NAI B'RITH HOUSING, INC. FORM 990, PART VI, SECTION A, LINE 7B ANY ONE OR MORE DIRECTORS MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY WRITTEN DIRECTION OF B'NAI B'RITH HOUSING, INC. OR BY 3/4 VOTE OF THE DIRECTORS. AN AMENDMENT TO THE ARTICLES OR BYLAWS MUST BE APPROVED BY THE BOARD OF DIRECTORS AND RECEIVE WRITTEN APPROVAL FROM B'NAI B'RITH HOUSING, INC. AND THE SECRETARY OF HOUSING AND URBAN DEVELOPMENT. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO BILTMORE PROPERTIES FOR THE INITIAL REVIEW. ONCE THE FORM 990 IS IN FINAL DRAFT, A COPY WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES. AT EACH BOARD MEETING, NEW VENDORS AND EXPENDITURES ARE CONSIDERED FOR CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST DOES ARISE, THE CONFLICT WOULD BE REVIEWED BY THE BOARD AND CONSIDERED FOR A DECISION. IF A CONFLICT OF INTEREST ARISES FOR A BOARD MEMBER, THE BOARD MEMBER MUST REFRAIN FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AS THE ORGANIZATION DOES NOT HAVE A TOP MANAGEMENT OFFICIAL AND DOES NOT COMPENSATE INDIVIDUALS SERVING AS OFFICERS, THE BOARD DOES NOT HAVE A PROCESS FOR APPROVING COMPENSATION. THE BOARD DOES HAVE A PROCESS FOR ENGAGING A MANAGEMENT COMPANY TO OVERSEE THE OPERATIONS OF THE PROPERTY. THIS PROCESS INCLUDES EVALUATION AND APPROVAL OF A MANAGEMENT COMPANY THAT WILL MEET THE NEEDS OF THE PROPERTY. THE BOARD REVIEWS AND APPROVES THE RATES TO BE PAID TO THE MANAGEMENT COMPANY AND THE TIME PERIOD OF THE CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. B'NAI B'RITH COVENANT HOUSE II OF TUCSON 4414 E SECOND STREET TUCSON AZ 85711 860959645 HOUSING AND SUPPORT FOR ELDERLY AND HANDICAPPED AZ 501(C)(3) LINE 10 B'NAI B'RITH HOUSING INC 0 TUCSON COVENANT WITH ELDERLY INC 4414 E SECOND STREET TUCSON AZ 85711 861027538 SUPPORT OF B'NAI B'RITH COVENANT HOUSE I AND II AZ 501(C)(3) LINE 12C, III-FI N/A 0 B'NAI B'RITH HOUSING INC 2020 K STREET NW 7TH FLOOR WASHINGTON DC 20006 521438504 PROVIDE HOUSING FOR LOW AND MODERATE INCOME SENIORS DC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0