Civic Intelligence

Sister Jose Womens Center

EIN 46-1290517 • 501(c)3 • Tucson, AZ

Profile

The sister jose women's center is dedicated to the care and nurture of unhoused women in a welcoming environment. Our vision is a community where every homeless woman has a safe harbor and a path to a sustainable life.

1028 S Park AveTucson, AZ 85719

srjosewomensshelter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.05x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$115,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

82nd percentile

25%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,917,175

Up $971,448 (+25%) from 2023

Liabilities

Up

$129,782

Up $13,541 (+12%) from 2023

Net Assets

Up

$4,787,393

Up $957,907 (+25%) from 2023

Revenue

Up

$2,700,699

Up $551,359 (+26%) from 2023

Expenses

Up

$1,852,352

Up $160,779 (+9.5%) from 2023

Net Income

Up

$848,347

Up $390,580 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $236,318Liabilities 2015: $8412015Assets 2016: $557,112Liabilities 2016: $1,791Net Assets 2016: $555,3212016Assets 2017: $976,605Liabilities 2017: $3,774Net Assets 2017: $972,8312017Assets 2018: $1,352,676Liabilities 2018: $0Net Assets 2018: $1,352,6762018Assets 2019: $1,566,596Liabilities 2019: $0Net Assets 2019: $1,566,5962019Assets 2020: $1,989,842Liabilities 2020: $111,434Net Assets 2020: $1,878,4082020Assets 2021: $2,554,670Liabilities 2021: $162,632Net Assets 2021: $2,392,0382021Assets 2022: $3,412,470Liabilities 2022: $70,385Net Assets 2022: $3,342,0852022Assets 2023: $3,945,727Liabilities 2023: $116,241Net Assets 2023: $3,829,4862023Assets 2024: $4,917,175Liabilities 2024: $129,782Net Assets 2024: $4,787,3932024

Highlighted filing

2024

Assets$4,917,175
Liabilities$129,782
Net Assets$4,787,393

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2015: $189,415Expenses 2015: $57,285Net Income 2015: $132,1302015Revenue 2016: $649,181Expenses 2016: $93,860Net Income 2016: $555,3212016Revenue 2017: $682,271Expenses 2017: $264,761Net Income 2017: $417,5102017Revenue 2018: $835,148Expenses 2018: $455,905Net Income 2018: $379,2432018Revenue 2019: $773,823Expenses 2019: $562,028Net Income 2019: $211,7952019Revenue 2020: $1,012,137Expenses 2020: $719,588Net Income 2020: $292,5492020Revenue 2021: $1,391,626Expenses 2021: $897,885Net Income 2021: $493,7412021Revenue 2022: $2,049,311Expenses 2022: $1,115,986Net Income 2022: $933,3252022Revenue 2023: $2,149,340Expenses 2023: $1,691,573Net Income 2023: $457,7672023Revenue 2024: $2,700,699Expenses 2024: $1,852,352Net Income 2024: $848,3472024

Highlighted filing

2024

Revenue$2,700,699
Expenses$1,852,352
Net Income$848,347

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,700,699
Mission and Program Overview

Mission

The sister jose women's center is dedicated to the care and nurture of homeless women in a welcoming environment. Our vision is a community where every homeless woman has a safe harbor and a path to a sustainable life.

Sister jose women's center is dedicated to the care and nurture of unhoused women in a welcoming environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,505,101$2,077,996▲ $572,895
Land, Buildings, and Equipment, Net$1,165,433$1,535,031▲ $369,598
Cash and Non-Interest-Bearing Accounts$1,173,941$1,169,918▼ $4,023
Investments in Publicly Traded Securities$101,252$109,944▲ $8,692
Prepaid Expenses and Deferred Charges-$13,559-
Pledges and Grants Receivable-$23-
Total Assets$3,945,727$4,917,175▲ $971,448
Other Assets Total-$10,704-
Liabilities
Accounts Payable and Accrued Expenses$116,241$119,547▲ $3,306
Other Liabilities-$10,235-
Total Liabilities$116,241$129,782▲ $13,541
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,579,486$3,446,024▼ $133,462
Net Assets With Donor Restrictions$250,000$1,341,369▲ $1,091,369
Total Net Assets Fund Balance$3,829,486$4,787,393▲ $957,907
Total Liabilities and Net Assets / Fund Balance$3,945,727$4,917,175▲ $971,448

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,347,380$171,834$1,519,214
Equipment$72,651$115,434$188,085
Land$115,000-$115,000
Compensation and Service Providers

Employees

NameTitleBaseTotal
Nicola HartmannCEO$115,000$115,000

Board Members and Trustees

NameTitle
Aida SamuelPresident
Cristie StreetDirector
Diego ArriolaDirector
Mark MistlerDirector
Mary Stack KohnDirector
Melisa LeyDirector
Monsignor Thomas CahalaneChaplain
Rob BurrisPast Preside
Diana SheldonSecretary
Tracy a ScholzTreasurer
Gwen GallegosVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,624,931
Program Service Revenue
$0
Investment Income
$63,815
Other Revenue
$11,953
All Other Contributions
$1,619,743
Change in Net Assets
$848,347

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,700,699
Total Revenue per Audited Statements
$2,700,699
Total Revenue per Form 990
$2,700,699
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,346,736
Other Expenses$480,848
Total Fundraising Expense$213,087
Grants and Similar Amounts Paid$24,768
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$751,171$277,992$135,230$1,164,393
Payroll Taxes$76,130$31,397$7,352$114,879
Occupancy$63,000$44,652$671$108,323
Other Employee Benefits$44,707$18,413$4,344$67,464
Information Technology$3,095$49,278$8,176$60,549
Depreciation Depletion$41,587$11,090$2,773$55,450
Office Expenses$1,814$13,223$35,538$50,575
Fees for Services Accounting$7,953$31,643$5,849$45,445
Grants to Domestic Individuals$24,768--$24,768
Fees for Services Legal$2,495$9,928$1,835$14,258
Insurance$7,319$5,188$80$12,587
All Other Expenses$791$8,992$567$10,350
Other Expenses$4,076$1,680$394$6,150
Fees for Services Other$412$1,632$296$2,340
Interest-$434-$434
Total Functional Expenses$1,126,322$512,943$213,087$1,852,352

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,852,352
Total Expenses per Audited Statements$1,852,352
Total Expenses per Form 990$1,852,352
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liability$10,235
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Members of the finance committee, treasurer, and ceo review the 990. After review is done, the 990 is emailed to the board of directors for submission.

Form 990, Page 6, Part VI, Line 12C

To ensure that the organization operates in a manner consistent with its status as an organization exempt from federal income tax, the board authorizes and oversees an annual review of the administration of this conflictofinterest policy. The review is either written or oral. The review considers the level of compliance with the policy and if the policy should be modified and improved.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
SISTER JOSE WOMEN'S CENTER
EIN
46-1290517
Phone
5209093905
Address
1028 S PARK AVE, TUCSON, AZ 85719

Signing Officer

Name
Tracy a Scholz
Title
Treasurer
Phone
5209093905
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aida Samuel
Formed
2012
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
72
Volunteers
155

Preparer

Firm
Beasley Mitchell & Co Llp
Address
PO DRAWER 550, LAS CRUCES, NM 88004-0550
Preparer
Bradley M Beasley CPA
Phone
5755286700
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 4, Part XIII

The center is organized as an arizona nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a)of the internal revenue code as an organization described in section 501(c)(3), qualifies for the charitable contribution deduction under section 170(b)(1)(a)(vi) and (viii), and has been determined not to be private foundation under sections 509(a)(1) and (3), respectively. The center is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the center is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The center has determined it is not subject to unrelated business income tax. The returns are subject to examination for three years (four years for arizona). The center believes that it has appropriate support for any tax positions taken affecting its annual filing requirements and. As such, does not have any uncertain tax positions that are material to the financial statements. The center 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. 1028 s park ave llc is a single member limited liability company which is a disregarded entity for income tax purposes. The activity of 1028 s park ave llc is included in the information return filed by the center.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CENTER IS ORGANIZED AS AN ARIZONA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A)OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE CENTER IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE CENTER IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE CENTER HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX. THE RETURNS ARE SUBJECT TO EXAMINATION FOR THREE YEARS (FOUR YEARS FOR ARIZONA). THE CENTER BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS AND. AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CENTER 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. 1028 S PARK AVE LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. THE ACTIVITY OF 1028 S PARK AVE LLC IS INCLUDED IN THE INFORMATION RETURN FILED BY THE CENTER.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GUESTS WHO STAY IN OUR OVERNIGHT PROGRAM ARE PROVIDED WITH ONSITE CASE MANAGERS IN OUR MOVING FORWARD PROGRAM. IT IS A TWOTIERED CASE MANAGEMENT PROCESS THAT PREPARES WOMEN TO OVERCOME BARRIERS, NAVIGATE SOCIAL SERVICES, AND ENTER THE RENTAL OR JOB MARKET. GUESTS COMPLETE TWO CLASSES: HOUSING READINESS AND COPING SKILLS FOR CONGREGATE LIVING. CASE MANAGEMENT LIAISES WITH OUTSIDE AGENCIES ON BEHALF OF GUESTS. MOVING FORWARD PROVIDES FUNDS FOR RENTAL APPLICATION DEPOSITS, OR 1ST MONTH'S RENT. EVERY STAY PLANTS THE SEED FOR WOMEN TO COME TO BELIEVE IN THE POSSIBILITY OF AN IMPROVED LIFE AND THEIR CAPACITY TO ACHIEVE IT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE FINANCE COMMITTEE, TREASURER, AND CEO REVIEW THE 990. AFTER REVIEW IS DONE, THE 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE BOARD AUTHORIZES AND OVERSEES AN ANNUAL REVIEW OF THE ADMINISTRATION OF THIS CONFLICTOFINTEREST POLICY. THE REVIEW IS EITHER WRITTEN OR ORAL. THE REVIEW CONSIDERS THE LEVEL OF COMPLIANCE WITH THE POLICY AND IF THE POLICY SHOULD BE MODIFIED AND IMPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SISTER
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine2Txt0JOSE WOMEN'S CENTER
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