Nonprofit · EIN 93-1873208
SMFB NMTC SUPPORT CORP
Tax-exempt · PHOENIX, AZ 85009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $343,000 | $257,291 | $85,709 | $24,809,688 | $0 | $24,809,688 |
| June 30, 2024 | 990 | $25,037,432 | $313,453 | $24,723,979 | $24,723,979 | $0 | $24,723,979 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $343,000
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $255,933
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,050
- Program services (functional)
- $255,933
- Management and general (functional)
- $1,358
Balance sheet and other
- Total assets, start of year
- $24,723,979
- Total assets, end of year
- $24,809,688
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,809,688
- Net assets without donor restrictions
- $24,809,688
- Gross receipts
- $343,000
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2023
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MILTON LIU | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $484,928 | $62,177 |
| SARAH STUCKEY | CFO (THRU FEB 2024) Officer | 1 | $0 | $235,278 | $4,534 |
| TINA LYONS | SENIOR VP OF FINANCE Officer | 1 | $0 | $156,575 | $26,428 |
| DUANE LAWSON | SECRETARY Trustee or director, Officer | 0.1 | $0 | $173,780 | $7,795 |
| MARC ISAACS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACKIE ASKIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BEAKE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MILTON LIU | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $250,044 | $22,601 |
| SARAH STUCKEY | CFO (THRU FEB 2024) Officer | 1 | $0 | $196,769 | $19,967 |
| TINA LYONS | VP OF FINANCE (AS OF FEB 2024) Officer | 1 | $0 | $115,590 | $24,102 |
| DUANE LAWSON | SECRETARY Trustee or director, Officer | 1 | $0 | $128,408 | $5,762 |
| MARC ISAACS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACKIE ASKIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BEAKE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2831 N 31ST AVE, PHOENIX, AZ 85009-1518
- In care of
- % SARAH STUCKEY
- Principal officer (990 for 2024)
- MILTON LIU, 2831 N 31ST AVENUE, PHOENIX, AZ 85009
- Signed the 990
- MILTON LIU, VICE PRESIDENT
- Phone
- (602) 242-3663
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THE PURPOSE IS TO EXCLUSIVELY SUPPORT AND BENEFIT, FINANCIALLY AND/OR OPERATIONALLY, THE ST. MARY'S FOOD BANK ALLIANCE.
Program accomplishments
- SMFB NMTC SUPPORT CORP WAS FORMED TO BENEFIT ST. MARY'S FOOD BANK ALLIANCE ("ST. MARY'S"), AN ARIZONA NONPROFIT CORPORATION, AND TO FACILITATE THE NEW MARKETS TAX CREDIT ("NMTC") PROGRAM. THE NMTC PROGRAM IS AN ALTERNATIVE FINANCING COMPLEMENT TO CONVENTIONAL CAPITAL SOURCES AND IS PATTERNED AFTER THE FEDERAL NEW MARKETS TAX CREDIT PROGRAM. THE PURPOSE OF THE PROGRAM IS TO ENCOURAGE CAPITAL INVESTMENT IN LOW-INCOME COMMUNITIES AND TO CREATE NEW JOBS. THE NMTC PROGRAM PERMITS INVESTORS/NOTE HOLDERS TO CLAIM A CREDIT AGAINST FEDERAL INCOME TAXES FOR QUALIFIED EQUITY INVESTMENTS ("QEIS") IN DESIGNATED COMMUNITY DEVELOPMENT ENTITIES ("CDES"). THESE DESIGNATED CDES MUST USE SUBSTANTIALLY ALL (85%) OF THE PROCEEDS TO MAKE QUALIFIED LOW-INCOME COMMUNITY INVESTMENTS ("QLICLS"). THE INVESTOR IS PROVIDED WITH A TAX CREDIT, WHICH IS CLAIMED OVER A SEVEN-YEAR PERIOD. UNDER THE NMTC PROGRAM, A "LENDER" INTO THE PROGRAM CANNOT BE THE ULTIMATE BENEFICIARY OF THE TAX CREDIT; THEREFORE, THE SMFB NMTC SUPPORT CORP WAS CREATED TO BE THE LENDER, WITH THE ALLIANCE BEING THE ULTIMATE BENEFICIARY OF THE TAX CREDITS.DURING FISCAL YEAR 2024, THE SUPPORT CORP PROVIDED A LEVERAGED LOAN TO AN INVESTMENT FUND ENTITY, WHICH SUBSEQUENTLY MADE A QUALIFIED EQUITY INVESTMENT (QEI) IN A QUALIFIED COMMUNITY DEVELOPMENT ENTITY (CDE) (EACH AS DEFINED IN I.R.C. SUBSECTION 45D). THE FUNDS GENERATED THROUGH THE NMTC PROGRAM ARE ULTIMATELY MADE AVAILABLE TO ST. MARY'S THROUGH A LOAN WITH A BELOW MARKET INTEREST RATE AND WAS USED BY ST. MARY'S TO FUND THE RENOVATION AND EXPANSION OF ITS FOOD DISTRIBUTION CAMPUS.Expenses $255,933 · grants $255,933
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-1873208
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Food, agriculture and nutrition (K11)
- Assets (IRS master file)
- $24,809,688
- Income (IRS master file)
- $343,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $343,000 | $257,291 | $24,809,688 | IRS |
| 990 | June 2024 | $25,037,432 | $313,453 | $24,723,979 | IRS |
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 93-1873208).
Questions about SMFB NMTC SUPPORT CORP
- What is the EIN of SMFB NMTC SUPPORT CORP?
- The employer identification number (EIN) of SMFB NMTC SUPPORT CORP is 93-1873208.
- Is SMFB NMTC SUPPORT CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to SMFB NMTC SUPPORT CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does SMFB NMTC SUPPORT CORP 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 SMFB NMTC SUPPORT CORP due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMFB NMTC SUPPORT CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SMFB NMTC SUPPORT CORP?
- The 990 for the year ended June 30, 2025 names MILTON LIU.
- Who are the officers and directors of SMFB NMTC SUPPORT CORP?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SMFB NMTC SUPPORT CORP have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $343,000, expenses of $257,291 and total assets of $24,809,688 at year end.
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