Nonprofit · EIN 86-6052407
HEBREW FREE LOAN ASSN OF TUCSON
Tax-exempt · TUCSON, AZ 85711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $162,566 | $132,372 | $30,194 | $815,474 | $0 | $815,474 |
| December 31, 2024 | 990 | $202,949 | $159,430 | $43,519 | $785,280 | $0 | $785,280 |
| December 31, 2023 | 990 | $219,958 | $131,032 | $88,926 | $730,917 | $0 | $730,917 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $97,122
- Program service revenue
- $0
- Investment income
- $57,444
- Other revenue
- $8,000
Expenses
- Grants and similar amounts paid
- $3,409
- Compensation of officers, directors and key employees
- $67,558
- Salaries, compensation and benefits (total)
- $72,986
- Professional fundraising fees
- $0
- Accounting fees
- $6,610
- Occupancy
- $6,823
- Program services (functional)
- $95,527
- Management and general (functional)
- $28,571
- Fundraising (functional)
- $8,274
Balance sheet and other
- Total assets, start of year
- $785,280
- Total assets, end of year
- $815,474
- Total liabilities, end of year
- $0
- Net assets, end of year
- $815,474
- Net assets without donor restrictions
- $815,474
- Gross receipts
- $162,566
- Employees
- 2
- Volunteers
- 8
- Year formed
- 2007
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE BLUMENBERG | INTERIM EXECUTIVE DIRECTOR Officer | 15 | $37,500 |
| KERRY-LEE MOSS | EXECUTIVE DIRECTOR Officer | 40 | $30,058 |
| JON BIALIS | DIRECTOR Trustee or director | 6 | $0 |
| ANDREA LEVY | DIRECTOR Trustee or director | 1 | $0 |
| SUZANNE SHIFF | DIRECTOR Trustee or director | 1 | $0 |
| ABIGAIL TOLBY | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE L FILOUS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PHILIP BREGMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| MONICA ROSENBAUM | SECRETARY Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALLISON WEXLER | EXECUTIVE DIRECTOR Officer | 30 | $61,522 | $7,291 |
| MICHELLE BLUMENBERG | INTERIM EXECUTIVE DIRECTOR Officer | 15 | $6,000 | $0 |
| JON BIALIS | DIRECTOR Trustee or director | 6 | $0 | $0 |
| LORI LUNDBERG-LEUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUZANNE SHIFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT STOVALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ABIGAIL TOLBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHERINE L FILOUS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PHILIP BREGMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MONICA ROSENBAUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON WEXLER | EXECUTIVE DIRECTOR Officer | 30 | $52,953 |
| BRUCE ASH | DIRECTOR Trustee or director | 1 | $0 |
| DANIELLA BREGMAN | DIRECTOR Trustee or director | 1 | $0 |
| MONICA ROSENBAUM | DIRECTOR Trustee or director | 1 | $0 |
| PHILIP BREGMAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| KATIE FILOUS | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| SCOTT STOVALL | TREASURER Trustee or director, Officer | 1 | $0 |
| LORI LUNDBERG-LEUNG | SECRETARY Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5049 E BROADWAY BLVD STE 154, TUCSON, AZ 85711-3645
- Mailing address (990-N for 2016)
- 4400 E BROADWAY BLVD SUITE 600L, TUCSON AZ 85711
- Principal officer (990 for 2025)
- KERRY-LEE MOSS, 5049 E BROADWAY 154, TUCSON, AZ 85711
- Principal officer (990-N for 2016)
- PHIL BREGMAN, 4400 E BROADWAY BLVD SUITE 600L, TUCSON AZ 85711
- Signed the 990
- KERRY-LEE MOSS, EXECUTIVE DIRECTOR
- Phone
- (520) 297-5360
- Website
- THEFREELOAN.ORG
- Return prepared by
- BEACHFLEISCHMAN PLLC
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.
Program accomplishments
- 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 $95,527 · grants $3,409
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-6052407
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $815,474
- Income (IRS master file)
- $162,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $162,566 | $132,372 | $815,474 | IRS |
| 990 | December 2024 | $202,949 | $159,430 | $785,280 | XML |
| 990 | December 2023 | $219,958 | $131,032 | $730,917 | XML |
| 990 | December 2022 | $112,527 | $106,033 | $614,253 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: PHIL BREGMAN | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-6052407).
Questions about HEBREW FREE LOAN ASSN OF TUCSON
- What is the EIN of HEBREW FREE LOAN ASSN OF TUCSON?
- The employer identification number (EIN) of HEBREW FREE LOAN ASSN OF TUCSON is 86-6052407.
- Is HEBREW FREE LOAN ASSN OF TUCSON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to HEBREW FREE LOAN ASSN OF TUCSON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEBREW FREE LOAN ASSN OF TUCSON file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEBREW FREE LOAN ASSN OF TUCSON due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEBREW FREE LOAN ASSN OF TUCSON last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HEBREW FREE LOAN ASSN OF TUCSON?
- The 990 for the year ended December 31, 2025 names KERRY-LEE MOSS.
- Who are the officers and directors of HEBREW FREE LOAN ASSN OF TUCSON?
- The 990 for the year ended December 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $37,500 (MICHELLE BLUMENBERG, INTERIM EXECUTIVE DIRECTOR).
- How much revenue does HEBREW FREE LOAN ASSN OF TUCSON have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $162,566, expenses of $132,372 and total assets of $815,474 at year end.
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