PHOEBE-DEVITT HOMES

Address
1925 TURNER ST
ALLENTOWN, PA 18104
Contact
Website: http://www.phoebe.org
Phone: +1 (610) 794-5142
Nonprofit
NTEE: P027 - Human services
EIN: 23-1396838

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.
 201720162015
Basic features of the organization
Doing business as namePhoebe Ministries
Year of formation1903
Subsection501(c)(3)
Organization typeCorporation
Metropolitan statistical area0240
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00
Number of employees000
Number of people compensated >$100k000
Number of volunteers636663
Number of highly compensated contractors000
Personnel
Barrett, Hilary
TitleSecretarySECRETARYSECRETARY
Name of key/compensated personREV DR HILARY J BARRETTREV DR HILARY J BARRETTREV DR HILARY J BARRETT
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Bertolette, Robert
Title BOARD MEMBERBOARD MEMBER
Name of key/compensated person ROBERT BERTOLETTEROBERT BERTOLETTE
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Dodge, Martha
Title BOARD MEMBERBOARD MEMBER
Name of key/compensated person MARTHA C DODGEMARTHA C DODGE
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Fichera, Lisa
TitleEVP/COOEVP/COOEVP & COO
Name of key/compensated personlisa b ficheraLISA B FICHERALISA B FICHERA
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$43,698.00$42,319.00$40,071.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $347,132.00$371,757.00$358,184.00
Fisher, Peter
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personpeter e fisher md mbaPETER E FISHER MD MBAPETER E FISHER MD MBA
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Hacker, William
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personWILLIAM C HACKERWILLIAM C HACKERWILLIAM C HACKER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Lawton, John
TitleBoaRD MEMBERBOARD MEMBER 
Name of key/compensated personJohn T LawtonJOHN T LAWTON 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Massetti, Sandra
TitleCHIEF HLTHCRE OFF. (UNTIL 1/15/16)EVP/CHIEF HEALTHCARE OFFICEREVP/CHIEF HEALTHCARE OFFICER
Name of key/compensated personSANDRA A MASSETTISANDRA A MASSETTISANDRA A MASSETTI
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$41,505.00$34,937.00
PositionOfficerOfficerOfficer
Corresponding comp from related orgs
Reportable compensation from related orgs $35,220.00$266,160.00$261,886.00
McFall, Alan
Title BOARD MEMBERBOARD MEMBER
Name of key/compensated person ALAN B MCFALL ESQALAN B MCFALL ESQ
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Miller, Alan
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personREV ALAN C MILLERREV ALAN C MILLERREV ALAN C MILLER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Miller, Robert
TitleTreasurerTREASURERTREASURER
Name of key/compensated personROBERT MILLERROBERT MILLERROBERT MILLER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Moser, Daniel
TitleChairpersonCHAIRPERSONCHAIRPERSON
Name of key/compensated personREV DANIEL T MOSER IIREV DANIEL T MOSER IIREV DANIEL T MOSER II
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Ott, Brian
Title  BOARD MEMBER
Name of key/compensated person  BRIAN R OTT ESQ
Average hours per week working for org  1.00
Reportable compensation from org  $0.00
Other comp, non-reportable, from org and related orgs  $0.00
Position  Individual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00
Possinger, Mitchell
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personMITCHELL G POSSINGERMITCHELL G POSSINGERMITCHELL G POSSINGER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Richards, Robert
Titlesr vp fin./CFO (AS OF JULY 2017)  
Name of key/compensated personRobert Richards  
Average hours per week working for org40.00  
Reportable compensation from org$0.00  
Other comp, non-reportable, from org and related orgs$23,625.00  
PositionOfficer  
Corresponding comp from related orgs
Reportable compensation from related orgs $222,341.00  
Rider, Ronald
Title BOARD MEMBERBOARD MEMBER
Name of key/compensated person RONALD L RIDERRONALD L RIDER
Average hours per week working for org 1.001.00
Reportable compensation from org $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00
Position Individual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00
Seibert, Donald
TitleVice ChairpersonVICE CHAIRPERSONVICE CHAIRPERSON
Name of key/compensated persondonald a seibertDONALD A SEIBERTDONALD A SEIBERT
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Sieger, Deborah
TitleBOARD MEMBERBOARD MEMBERBOARD MEMBER
Name of key/compensated personDR DEBORAH A SIEGERDR DEBORAH A SIEGERDR DEBORAH A SIEGER
Average hours per week working for org1.001.001.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00
PositionIndividual trustee or directorIndividual trustee or directorIndividual trustee or director
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00
Stevenson, Scott
Titlepresident/ceoPRESIDENT/CEO/CFOPRESIDENT/CEO/CFO
Name of key/compensated personSCOTT R STEVENSONSCOTT R STEVENSONSCOTT R STEVENSON
Average hours per week working for org40.0040.0040.00
Reportable compensation from org$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$47,112.00$45,215.00$42,656.00
PositionIndividual trustee or director, OfficerIndividual trustee or director, OfficerIndividual trustee or director, Officer
Corresponding comp from related orgs
Reportable compensation from related orgs $745,893.00$797,441.00$724,031.00
Thomas, Anthony
TitleBOARD MEMBERBOARD MEMBER 
Name of key/compensated personAnthony R ThomasANTHONY R THOMAS 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Worley, William
TitleboARD MEMBERBOARD MEMBER 
Name of key/compensated personREv william paul worleyREV WILLIAM PAUL WORLEY 
Average hours per week working for org1.001.00 
Reportable compensation from org$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 
PositionIndividual trustee or directorIndividual trustee or director 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 
Purpose: mission, activities & accomplishments
Mission or significant activitiesTO PROVIDE SUPPORT TO RELATED NON-PROFITS THROUGH FUNDRAISING ACTIVITIES AND SPECIAL EVENTS.TO PROVIDE SUPPORT TO RELATED NON-PROFITS THROUGH FUNDRAISING ACTIVITIES AND SPECIAL EVENTS.TO PROVIDE SUPPORT TO RELATED NON-PROFITS THROUGH FUNDRAISING ACTIVITIES AND SPECIAL EVENTS.
Program expenses (total)$362,576.00$371,931.00$342,454.00
Programs, including revenue & expenses
Provides financial support to other affiliated non-profit organizations through institutional development activities and annual special events including a Phoebe golf tournament and the Phoebe Institute on Aging Conference/Benefit. THE ANNUAL GOLF TOURNAMENT HAD 264 PARTICIPANTS AND RAISED $123,634 FOR CHARITY CARE. tHE PHOEBE INSTITUTE ON AGING BENEFIT HAD 256 PARTICIPANTS AND RAISED $39,366 FOR EDUCATION. SEE SCHEDULE O FOR MORE DETAILS ON PHOEBE PROGRAM SERVICES
Program expenses$362,576.00$371,931.00$342,454.00
Grants and allocations made$362,576.00$371,931.00$342,454.00
Program revenue$0.00$0.00$0.00
Program descriptionProvides financial support to other affiliated non-profit organizations through institutional development activities and annual special events including a Phoebe golf tournament and the Phoebe Institute on Aging Conference/Benefit. THE ANNUAL GOLF TOURNAMENT HAD 264 PARTICIPANTS AND RAISED $123,634 FOR CHARITY CARE. tHE PHOEBE INSTITUTE ON AGING BENEFIT HAD 256 PARTICIPANTS AND RAISED $39,366 FOR EDUCATION. SEE SCHEDULE O FOR MORE DETAILS ON PHOEBE PROGRAM SERVICESPROVIDES FINANCIAL SUPPORT TO OTHER AFFILIATED NON-PROFIT ORGANIZATIONS THROUGH INSTITUTIONAL DEVELOPMENT ACTIVITIES AND ANNUAL SPECIAL EVENTS INCLUDING A PHOEBE GOLF TOURNAMENT AND THE PHOEBE INSTITUTE ON AGING CONFERENCE/BENEFIT. THE ANNUAL GOLF TOURNAMENT HAD 234 PARTICIPANTS AND RAISED $117,133 FOR CHARITY CARE. THE PHOEBE INSTITUTE ON AGING BENEFIT HAD 184 PARTICIPANTS AND RAISED $21,177 FOR EDUCATION. SEE SCHEDULE O FOR MORE DETAILS ON PHOEBE PROGRAM SERVICESPROVIDES FINANCIAL SUPPORT TO OTHER AFFILIATED NON-PROFIT ORGANIZATIONS THROUGH INSTITUTIONAL DEVELOPMENT ACTIVITIES AND ANNUAL SPECIAL EVENTS INCLUDING A PHOEBE GOLF TOURNAMENT AND THE PHOEBE INSTITUTE ON AGING CONFERENCE/BENEFIT. THE ANNUAL GOLF TOURNAMENT HAD 211 PARTICIPANTS AND RAISED $112,540 FOR CHARITY CARE. THE PHOEBE INSTITUTE ON AGING BENEFIT HAD 370 PARTICIPANTS AND RAISED $27,369 FOR EDUCATION. THE PHOEBE INSTITUTE ON AGING CONFERENCE, WHICH WAS HELD AT TEMPLE BETH EL IN ALLENTOWN, HAD 130 ATTENDEES.
Financial data
Expense categories (totals)
Sum (total functional expenses)$1,370,586.00$1,252,065.00$1,296,399.00
Program services (total functional expenses)$362,576.00$371,931.00$342,454.00
Management & general (total functional expenses)$163,662.00$140,231.00$222,440.00
Fundraising (total functional expenses)$844,348.00$739,903.00$731,505.00
Revenue
Total revenue$3,939,894.00$4,143,949.00$3,602,943.00
Program service revenue (total)  $0.00
Revenue from contributions (total)$1,212,382.00$602,497.00$1,463,091.00
Investment income$2,751,064.00$3,591,150.00$2,190,294.00
Total unrelated business revenue$0.00$0.00$0.00
Other revenue, current yr-$23,552.00-$49,698.00-$50,442.00
Net unrelated business taxable revenue$0.00$0.00$0.00
Total revenue from grants, etc., current yr$1,212,382.00$602,497.00$1,463,091.00
Gross receipts$22,982,182.00$18,295,095.00$11,083,727.00
Sources of contributions
Revenue from fundraising events$209,894.00$190,353.00$193,152.00
Revenue from all other contributions$1,002,488.00$412,144.00$1,269,939.00
Other types of revenue
Miscellaneous revenue (total)$23,341.00$2,345.00$2,801.00
Income from dividends, interest, and similar investments$994,633.00$1,018,382.00$1,162,036.00
Net rental income  $0.00
Net income from fundraising events-$46,893.00-$52,043.00-$53,243.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00
General management fees (total)$556,404.00$559,199.00$518,205.00
Investment management fees (total)$163,662.00$140,231.00$222,440.00
Assets and liabilities
Total assets$54,053,291.00$47,929,939.00$49,661,629.00
Total assets, beginning of year$47,929,939.00$49,661,629.00$48,447,878.00
Total liabilities$3,953,895.00$2,376,039.00$2,453,044.00
Total liabilities, beginning of year$2,376,039.00$2,453,044.00$2,456,010.00
Pledges & accounts receivable, net$107,080.00$107,972.00$67,207.00
Temporarily restricted net assets$2,093,342.00$1,589,381.00$1,458,963.00
Permanently restricted net assets, end of yr$7,205,319.00$6,963,140.00$7,209,585.00
Net assets$50,099,396.00$45,553,900.00$47,208,585.00
Net assets, beginning of year$45,553,900.00$47,208,585.00$45,991,868.00
Other liabilities$2,978,623.00$2,368,925.00$2,441,437.00
Other assets$0.00$2,771,811.00$2,927,031.00
Investments: other securities$25,109.00$37,233.00$34,888.00
Investments: publicly traded securities$44,213,719.00$38,083,882.00$39,585,500.00
Investments: program-related$4,594,425.00$4,481,069.00$4,395,455.00
Other financial variables
Revenue less expenses$2,569,308.00$2,891,884.00$2,306,544.00
Savings & temp cash investment$4,965,619.00$2,275,245.00$2,501,445.00
Accounts receivable, net$1,556.00$1,895.00$1,999.00
Prepaid expenses & deferred charges$36,783.00$62,832.00$39,104.00
Accounts payable & accrued expenses$55,272.00$7,114.00$11,607.00
Deferred revenue$920,000.00  
Total net assets or fund balances$50,099,396.00$45,553,900.00$47,208,585.00
Governance and accountability
Number of voting members131715
Number of independent voting members111513
Financial sheets auditedTrueTrueTrue
Audit on consolidated basisTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-01
Tax year end date2017-06-302016-06-302015-06-30
Accounting methodAccrualAccrualAccrual
Indicators for schedules (selected)
Business transaction with entity ownerTrueTrueTrue
Grants to domestic org/gov't >$5kTrueTrueTrue
Org has controlled entityTrueTrueTrue
Org transacted with controlled entityTrueTrueTrue
Metadata about the filing
E-return type990990990
Date e-filing submitted2018-10-192017-09-142016-08-02
IRS schema version2016v3.02015v3.02014v6.0
Filing identifier201811349349300111201741359349305529201601379349304230
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