Civic Intelligence

Phoebe Apartments Inc

990 • Fiscal year 2014 • EIN 23-1674396

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

1901 Linden Street18104

(610) 794-5142

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.54x

Higher debt load relative to assets than 84% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.95x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Net Margin

40th percentile

2.2%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$748,797

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 84.0% of source-year revenue.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Asset Growth

36th percentile

-0.7%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$1,557,949

Down $11,225 (-0.7%) from 2013

Net Assets

Up

$709,416

Up $19,821 (+2.9%) from 2013

Liabilities

Down

$848,533

Down $31,046 (-3.5%) from 2013

Revenue

$891,728

No earlier filing loaded for comparison.

Expenses

Up

$871,907

Up $42,095 (+5.1%) from 2013

Net Income

$19,821

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,543,142Liabilities 2010: $946,216Net Assets 2010: $596,9262010Assets 2011: $1,547,928Liabilities 2011: $929,759Net Assets 2011: $618,1692011Assets 2012: $1,573,081Liabilities 2012: $898,408Net Assets 2012: $674,6732012Assets 2013: $1,569,174Liabilities 2013: $879,579Net Assets 2013: $689,5952013Assets 2014: $1,557,949Liabilities 2014: $848,533Net Assets 2014: $709,4162014Assets 2015: $1,532,279Liabilities 2015: $759,968Net Assets 2015: $772,3112015Assets 2016: $1,532,444Liabilities 2016: $658,759Net Assets 2016: $873,6852016Assets 2017: $1,541,626Liabilities 2017: $595,454Net Assets 2017: $946,1722017Assets 2018: $1,606,146Liabilities 2018: $577,122Net Assets 2018: $1,029,0242018Assets 2019: $1,694,405Liabilities 2019: $521,149Net Assets 2019: $1,173,2562019Assets 2020: $1,852,545Liabilities 2020: $638,527Net Assets 2020: $1,214,0182020Assets 2021: $1,882,486Liabilities 2021: $645,423Net Assets 2021: $1,237,0632021Assets 2022: $1,847,994Liabilities 2022: $577,569Net Assets 2022: $1,270,4252022Assets 2023: $1,560,523Liabilities 2023: $214,476Net Assets 2023: $1,346,0472023Assets 2024: $1,680,042Liabilities 2024: $243,177Net Assets 2024: $1,436,8652024

Highlighted filing

2014

Assets$1,557,949
Liabilities$848,533
Net Assets$709,416

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Expenses 2010: $734,9552010Expenses 2011: $808,2582011Expenses 2012: $782,2162012Expenses 2013: $829,8122013Revenue 2014: $891,728Expenses 2014: $871,907Net Income 2014: $19,8212014Revenue 2015: $908,359Expenses 2015: $845,464Net Income 2015: $62,8952015Revenue 2016: $936,137Expenses 2016: $834,763Net Income 2016: $101,3742016Revenue 2017: $937,164Expenses 2017: $864,677Net Income 2017: $72,4872017Revenue 2018: $961,128Expenses 2018: $876,495Net Income 2018: $84,6332018Revenue 2019: $980,122Expenses 2019: $835,890Net Income 2019: $144,2322019Revenue 2020: $988,998Expenses 2020: $948,236Net Income 2020: $40,7622020Revenue 2021: $967,107Expenses 2021: $944,062Net Income 2021: $23,0452021Revenue 2022: $1,002,702Expenses 2022: $969,340Net Income 2022: $33,3622022Revenue 2023: $1,080,739Expenses 2023: $1,005,117Net Income 2023: $75,6222023Revenue 2024: $1,115,143Expenses 2024: $1,024,325Net Income 2024: $90,8182024

Highlighted filing

2014

Revenue$891,728
Expenses$871,907
Net Income$19,821
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$891,728
Mission and Program Overview

Mission

Phoebe apartments is an affiliated entity of phoebe ministries. Its mission adheres to the phoebe ministries' mission: "a community of faith, called by god, to serve the needs and to enhance the lives of our elders, their families and the broader community."

Affordable/independent sr living through sec. 202 direct loan prgrm & hud sctn 8 rent subsidy prgrm

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$920,985$895,112▼ $25,873
Investments in Publicly Traded Securities$613,075$624,035▲ $10,960
Accounts Receivable$24,781$29,762▲ $4,981
Prepaid Expenses and Deferred Charges$9,493$8,240▼ $1,253
Total Assets$1,569,174$1,557,949▼ $11,225
Other Assets Total$840$800▼ $40
Liabilities
Mortgage Notes Payable Secured by Investment Property$680,603$625,011▼ $55,592
Other Liabilities$61,310$99,421▲ $38,111
Accounts Payable and Accrued Expenses$101,114$84,575▼ $16,539
Deferred Revenue$36,552$39,526▲ $2,974
Total Liabilities$879,579$848,533▼ $31,046
Net Assets / Fund Balance
Unrestricted Net Assets$679,828$700,482▲ $20,654
Temporarily Rstr Net Assets$9,767$8,934▼ $833
Total Net Assets Fund Balance$689,595$709,416▲ $19,821
Total Liabilities and Net Assets / Fund Balance$1,569,174$1,557,949▼ $11,225

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$703,057$2,733,038$3,436,095
Equipment$50,771$456,375$507,146
Land$131,000-$131,000
Other Land Buildings$10,284-$10,284
Compensation and Service Providers

Board Members and Trustees

NameTitle
Martha C DodgeChairperson
Scott R StevensonPresident/CEO/CFO
Rev Daniel T Moser IiVice Chairperson
Alan B Mcfall EsqBoard Member
Brian R Ott EsqBoard Member
Charles WilliamsBoard Member
Dr Deborah a SiegerBoard Member
Mitchell G PossingerBoard Member
Peter E Fisher Md MbaBoard Member
Rev Alan C MillerBoard Member
Rev Dr Hilary J BarrettBoard Member
Robert BertoletteBoard Member
Ronald L RiderBoard Member
William C HackerBoard Member
Lisa B FicheraEvp & COO
Sandra a MassettiEvp/chief Healthcare Officer
Donald a SeibertSecretary
Robert MillerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Aramark Healthcare Support ServicesHealthcare Support Services-$125,444
Revenue and Support

Revenue Composition

Contributions and Grants
$47,554
Program Service Revenue
$828,188
Investment Income
$9,181
Other Revenue
$6,805
All Other Contributions
$20
Change in Net Assets
$19,821

Audited Revenue Reconciliation

Revenue per Audited Statements
$891,728
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$891,728
Total Revenue per Form 990
$891,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$663,885
Salaries, Compensation, and Employee Benefits$208,022
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$181,102--$181,102
Other Salaries and Wages$44,592$115,736-$160,328
Fees for Services Other$127,185$24,238-$151,423
Depreciation Depletion$135,389--$135,389
Fees for Services Management-$90,719-$90,719
Office Expenses$38,451$8,211-$46,662
Other Employee Benefits$9,521$24,712-$34,233
Insurance$31,591--$31,591
Fees for Services Accounting-$11,784-$11,784
Payroll Taxes$3,126$8,113-$11,239
Pension Plan Contributions$618$1,604-$2,222
Travel-$1,028-$1,028
Other Expenses-$661-$661
All Other Expenses-$288-$288
Advertising-$110-$110
Fees for Services Lobbying-$18-$18
Total Functional Expenses$571,575$300,332$0$871,907

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$871,907
Total Expenses per Audited Statements$871,907
Total Expenses per Form 990$871,907
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mitch PossingerBoard Member and Officer of Cura HospitalityPAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. THERE WERE NO TRANSACTIONS IN FISCAL YEAR 2014 INVOLVING PHOEBE APARTMENTS, HOWEVER, THERE WERE TRANSACTIONS WITH RELATED ENTITIES. ALL TRANSACTIONS ARE AT ARM'S LENGTH.No$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$99,421
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Phoebe-devitt homes is the sole member of phoebe apartments.

Form 990, Part VI, Section A, Line 7A

The business and affairs of the corporation shall be managed by a board totaling not more than fifteen, in addition to the president/ceo. Elected trustees, not less than seven, shall be elected by the board itself and three of whom shall be elected as follows: one by the pennsylvania northeast conference of the united church of christ conference or minister delegate; one by the pennsylvania central conference of the united church of christ conference or minister delegate; one by the pennsylvania southeast conference of the united church of christ conference or minister delegate. If a conference minister cannot fulfill the role and responsibilities of an active member of the governing board, the governing board will consult with the conference minister as to an appropriate representative of the conference leadership. All nominees for election shall be selected on the basis of their concern and interest in phoebe-devitt homes or its subsidiary corporations, with the exception of the president of the homes, shall be eligible for trusteeship.

Form 990, Part VI, Section B, Line 11

Initial review of the tax return is done by the controller of phoebe ministries. After initial approval, the return is reviewed by senior management. Following final approval by senior management, the return is made available to the entire board of directors for review. Once this process is complete, the return is filed.

Form 990, Part VI, Section B, Line 12C

Any new employee meeting the definition of interested person is provided a letter regarding their responsibility to disclose any conflicts of interest which include the full policy and the conflict of interest statement for signature. The conflict of interest statement is renewed at the beginning of each fiscal year. The compliance officer reviews all acknowledgement statements for any conflicts of interest. If a conflict is determined to exist, it will be reviewed by the governing board to determine whether the conflict is acceptable. If a board member has a conflict, he or she would abstain from any votes that were in the area of the conflict. All documents are maintained in the office of the compliance officer.

Form 990, Part VI, Section B, Line 15

Each year a compensation survey review is completed for officers and key employees. Information is compiled and compared with current internal and external data for benchmarking. Based on this analysis, the overall compensation adjustments and plan criteria are presented to the compensation committee for review. The yearly plan for overall adjustments is voted on by the compensation committee and presented to the governing board for approval. The compensation committee of the governing board is responsible for setting the compensation and benefits for the president/ceo/cfo. All compensation decisions made by the committee are determined in keeping within fair market value range for the industry. The compensation committee discussions are recorded in their respective minutes. A general summary is provided by the chair of the compensation committee to the governing board members through discussion in executive session.

Form 990, Part VI, Section C, Line 19

The financial statements are available through the organization's web site and the 990 is posted to the web site guidestar.org. Other documents are made available upon request.

Form 990, Page 7, Part VII, Column B

The officers of phoebe ministries devote their time to each organization in the group (see schedule r). However, the time needed for each organization varies widely from week to week, month to month, etc., and consequently, it would be extremely difficult to provide an accurate analysis of the approximate time devoted to each entity. Phoebe ministries prefers not to provide information that it cannot substantiate and therefore will list 40 hours per week for each of its officers as an alternative to reporting hours worked for related organizations.

Filing and Contact Details

Filer

EIN
23-1674396
Phone
6107945142

Signing Officer

Name
Scott R Stevenson
Title
President/CEO/CFO
Phone
6107945142
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott R Stevenson
Formed
1967
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
14
Employees
3
Volunteers
91

Preparer

Preparer
Julius C Green CPA Jd
Phone
2159720701
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional fees : program service expenses 107,233. Management and general expenses 23,735. Fundraising expenses 0. Total expenses 130,968. Repair and maintenance services : program service expenses 19,952. Management and general expenses 503. Fundraising expenses 0. Total expenses 20,455.

Form 990

Phoebe ministries narrative organizational overview: phoebe-devitt homes (d/b/a phoebe ministries) is a pennsylvania not-for-profit corporation that provides a full continuum of residential, health and community support services and programs designed to meet the needs of senior adults and their families. A faith-based organization affiliated with the united church of christ, phoebe has been in operation since 1903. Our services include long-term care, independent living, skilled nursing, personal care, short-term and outpatient rehabilitation, pharmacy consulting and distribution, in-home services and geriatric care management, award-winning memory support programming, telehealth (virtual medical care) and respite care. We serve thousands of seniors and their families annually and provide over $12 million in charitable and benevolent care. Phoebe's primary service area includes communities in berks, bucks, lehigh, montgomery, northampton and union counties in pennsylvania. Phoebe's charitable care benefit: phoebe provides the highest quality care to all residents, regardless of ability to pay. Charitable and benevolent care rose substantially to over $12 million during the 2013-2014 fiscal year. This is a trend that has been increasing over the last few years and is linked to unreimbursed medical care for our residents. Phoebe remains committed to our residents and employs comprehensive charitable care programming to allow residents to receive uncompromised care even when they exhaust their funds. This is a clear demonstration of phoebe's enduring legacy of care and compassion. Those served by charitable and benevolent care are able to receive our quality care and programming, ensuring that each and every person at phoebe is experiencing the joys, comforts, and happiness expected in life. Phoebe's workforce benefit: phoebe serves as a stable employer with competitive salaries, excellent benefits and opportunities for ongoing growth and education within the health care profession. Last year, phoebe ministries continued as a leader in providing jobs to people in the community, employing 1,222 individuals. Over the past fiscal year, phoebe hired 341 employees. Volunteerism at phoebe: phoebe is able to deliver the best services to seniors with the help of well-trained staff and dedicated volunteers. Phoebe works with a number of organizations that offer their members as valuable resources to assist those who live in phoebe communities. Phoebe works with more than 925 volunteers who help with activities ranging from office work to chaplain duties. Last year, dedicated phoebe volunteers logged 70,598 hours of work (not including governing board and committee hours). Phoebe also welcomes youth volunteers every summer, providing them with mentoring opportunities and valuable exposure to careers in the health care industry. Community education: phoebe communities serve as clinical training settings for students in certified nursing assistant (cna), licensed practical nurse (lpn) and registered nursing (rn) programs at area schools. We also provide a rotation site for medical residents of area hospitals. Phoebe services pharmacy is a teaching facility and rotation site for doctor of pharmacy candidates. Additionally, phoebe serves as a teaching facility for rehabilitation services (physical therapy, occupational therapy and speech therapy) as well as a training site for master's degree-level social work interns. Phoebe's clinical pastoral education (cpe) program has trained more than 176 clergy, seminarians and qualified lay persons of all faiths in the art and skill of pastoral care. Our long-term care communities also support internship positions for students at area colleges in fields such as business, communications, nutrition and information technology. The phoebe institute on aging provides forums for discussion and learning, including educational programs, cooperative ventures and outreach activities that promote improved quality

Form 990

Phoebe ministries narrative cont: donor support of our mission: support from our donors fund exceptional care and programming for our residents and also enhances education for those who serve our aging population. Unrestricted gifts remain the backbone of supporting phoebe's mission and play a part in many projects completed at phoebe throughout the year. Unrestricted giving provides phoebe with the opportunity to use the money where it is needed most and where it will have the greatest impact. An unrestricted gift may be used to support charitable care or community life programming, equipment repairs, pastoral care programming or even community enhancements. Phoebe also accepts restricted gifts that are deemed reasonable by the institutional advancement department. Donors are encouraged to first discuss their ideas for restricted gifts with the institutional advancement department to assure the appropriate use of their charitable gift and official acceptance. Many of our donors also choose to remember phoebe ministries in their estate plans. Their thoughtfully arranged deferred gifts have a significant impact on phoebe's mission and ministry even after their death. Phoebe is also blessed by donors who have established permanent endowments that are prudently invested and provide an ongoing income stream to phoebe in perpetuity. Donors also provide support to phoebe through trusts of various types, while others choose to utilize charitable gift annuities (a simple contract with phoebe ministries) as a means of making a significant gift to phoebe while retaining a life income stream. Donors may contact the institutional advancement office (610-794-5132) to explore gift planning options. Additionally, phoebe encourages donors to consult their professional advisors when considering significant charitable gifts. The institutional advancement staff frequently work with donor advisors to accomplish the donors' goals and desired outcomes. General gift planning information is also available at phoebe.org/giftplanning. Phoebe as an innovator: all four of our continuing care retirement communities have achieved the excellence in care distinction from the alzheimer's foundation of america (afa). In fact, phoebe is currently the only organization in the country to achieve the excellence in care status for all of its memory support neighborhoods. We've launched a new model of rehabilitation services for individuals with neurocognitive impairments. The net (neurocognitive engagement therapy) model is unique because it incorporates an interdisciplinary team of therapists, social workers, psychologists and community life staff to provide the best therapy experience for individuals with dementia. Phoebe was invited to present the net model at two national conferences-the national physical therapy conference and the gerontological society of america-in the coming year. Leadership: both phoebe richland and phoebe wyncote recently received the highest available 5-star rating from the centers for medicare & medicaid services and were listed as one of america's best nursing homes by u.s. News and world report. Expanded facilities and services: we broke ground on a dramatic 72,600 square-foot addition to our phoebe richland campus: a personal care facility featuring 72 studio and one-bedroom apartments (18 allocated to memory support) and four semi-private rooms.

Financial Statement Notes

PART X, LINE 2:

The organization accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined there were no material tax uncertainties that met the recognition threshold in 2014 and 2013. The organization's and its affiliates' federal exempt organization business income tax returns for the years ended june 30, 2013, 2012, and 2011 remain subject to examination by the internal revenue service. In addition, the federal and state income tax returns for the for-profit affiliates remain subject to examination by the respective taxing authorities for the tax years 2013, 2012, and 2011.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1241768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1638977
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1729379
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BERTOLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARTHA C DODGE
IRS990/Form990PartVIISectionAGrp/PersonNm2ALAN B MCFALL ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm3REV ALAN C MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm5REV DANIEL T MOSER II
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN R OTT ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM C HACKER
IRS990/Form990PartVIISectionAGrp/PersonNm8RONALD L RIDER
IRS990/Form990PartVIISectionAGrp/PersonNm9MITCHELL G POSSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm10DR DEBORAH A SIEGER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHARLES WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT R STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm13PETER E FISHER MD MBA
IRS990/Form990PartVIISectionAGrp/PersonNm14DONALD A SEIBERT
IRS990/Form990PartVIISectionAGrp/PersonNm15REV DR HILARY J BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm16LISA B FICHERA
IRS990/Form990PartVIISectionAGrp/PersonNm17SANDRA A MASSETTI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12707029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16360099
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17259916
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EVP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt17EVP/CHIEF HEALTHCARE OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt047534
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0891728
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt031591
IRS990/InsuranceGrp/TotalAmt031591
IRS990/InvestmentIncomeGrp/ExclusionAmt09181
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09181
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0613075
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0624035
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03189413
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0920985
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0895112
IRS990/LandBldgEquipCostOrOtherBssAmt04084525
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PHOEBE APARTMENTS IS AN AFFILIATED ENTITY OF PHOEBE MINISTRIES. ITS MISSION ADHERES TO THE PHOEBE MINISTRIES' MISSION: "A COMMUNITY OF FAITH, CALLED BY GOD, TO SERVE THE NEEDS AND TO ENHANCE THE LIVES OF OUR ELDERS, THEIR FAMILIES AND THE BROADER COMMUNITY."
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0680603
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0625011
IRS990/NetAssetsOrFundBalancesBOYAmt0689595
IRS990/NetAssetsOrFundBalancesEOYAmt0709416
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0181102
IRS990/OccupancyGrp/TotalAmt0181102
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08211
IRS990/OfficeExpensesGrp/ProgramServicesAmt038451
IRS990/OfficeExpensesGrp/TotalAmt046662
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0840
IRS990/OtherAssetsTotalGrp/EOYAmt0800
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024712
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09521
IRS990/OtherEmployeeBenefitsGrp/TotalAmt034233
IRS990/OtherExpensesGrp/Desc0LICENSES AND TAXES
IRS990/OtherExpensesGrp/Desc1DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2EXP COVERED W/DONATIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2853
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3661
IRS990/OtherExpensesGrp/TotalAmt011189
IRS990/OtherExpensesGrp/TotalAmt11068
IRS990/OtherExpensesGrp/TotalAmt2853
IRS990/OtherExpensesGrp/TotalAmt3661
IRS990/OtherLiabilitiesGrp/BOYAmt061310
IRS990/OtherLiabilitiesGrp/EOYAmt099421
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0VENDING MACH./MISC. IN
IRS990/OtherRevenueMiscGrp/ExclusionAmt06805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06805
IRS990/OtherRevenueTotalAmt06805
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115736
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt044592
IRS990/OtherSalariesAndWagesGrp/TotalAmt0160328
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08113
IRS990/PayrollTaxesGrp/ProgramServicesAmt03126
IRS990/PayrollTaxesGrp/TotalAmt011239
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01604
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0618
IRS990/PensionPlanContributionsGrp/TotalAmt02222
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09493
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08240
IRS990/PrincipalOfficerNm0SCOTT R STEVENSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0828188
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0828188
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047079
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010032
IRS990/PYOtherExpensesAmt0626976
IRS990/PYOtherRevenueAmt016885
IRS990/PYProgramServiceRevenueAmt0770738
IRS990/PYRevenuesLessExpensesAmt014922
IRS990/PYSalariesCompEmpBnftPaidAmt0202836
IRS990/PYTotalExpensesAmt0829812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0844734
IRS990/ReconcilationRevenueExpnssAmt019821
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0828188
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0703057
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02733038
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03436095
IRS990ScheduleD/EquipmentGrp/BookValueAmt050771
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0456375
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0507146
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0871907
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0131000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0131000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010284
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt099421
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0891728
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO MATERIAL TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013. THE ORGANIZATION'S AND ITS AFFILIATES' FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2013, 2012, AND 2011 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE FEDERAL AND STATE INCOME TAX RETURNS FOR THE FOR-PROFIT AFFILIATES REMAIN SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES FOR THE TAX YEARS 2013, 2012, AND 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0895112
IRS990ScheduleD/TotalExpensesPerForm990Amt0871907
IRS990ScheduleD/TotalLiabilityAmt099421
IRS990ScheduleD/TotalRevenuePerForm990Amt0891728
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0891728
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0871907
IRS990ScheduleJ/AnyNonFixedPaymentsInd01
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.24$1.44$1.12$1.02$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.21$1.35$1.08$1.01$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.58$1.27$1.00$0.97$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.65$1.24$0.97$0.94$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.64$1.21$0.99$0.95$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.52$1.17$0.98$0.84$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.58$1.03$0.96$0.88$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.60$0.95$0.94$0.86$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.66$0.87$0.94$0.83$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.76$0.77$0.91$0.85$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.85$0.71$0.89$0.87$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.88$0.69$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.90$0.67$0.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.93$0.62$0.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.95$0.60$0.73
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)4 • $1M-$5M nonprofits