Phoebe Services INC FY2022 filing

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $18,463 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

Phoebe Services, INC. Is an affiliated entity of Phoebe ministries. Its mission adheres to the Phoebe ministries' mission: "a community of faith, called by god, to enrich the lives of our seniors, their families, and the communities we serve."

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$3.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990-TIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-T
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $2.8M a year · 7% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.1M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Liabilities
$40.2M
324% of total assets
Concern: liabilities are 324% of assets; over 80%.
Pt X · Ln 26
Independent board members
15
of 16 voting members
Looks good: 15 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$36.9M
+15% vs prior year
Spent
$39.8M
To programs
96%
Net assets
−$27.8M
By yearFY2020–FY2025
Revenue
$36.9M
FY2022▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$40.0M
FY2021$32.1M
FY2022$36.9M
FY2023$37.1M
FY2024$41.3M
FY2025$43.0M
Expenses
$39.8M
FY2022▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$42.8M
FY2021$36.5M
FY2022$39.8M
FY2023$40.2M
FY2024$42.5M
FY2025$45.2M
Net assets
−$27.8M
FY2022▼ -11%
Tap a bar for its year
Net assets by fiscal year
FY2020−$20.5M
FY2021−$24.9M
FY2022−$27.8M
FY2023−$30.9M
FY2024−$32.1M
FY2025−$34.3M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1990.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $38.1M Management & general 4% · $1.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

27 people listed on the 990-T; $3.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President/CEO
$836,146Pt VII · Sec A
EVP/COO (until 12/31/21)
$383,084Pt VII · Sec A
CFO/COO (as of 1/1/22)
$329,285Pt VII · Sec A
Ex. Dir. Psi Pharmacy
$217,928Pt VII · Sec A
VP Healthcare Operations
$197,046Pt VII · Sec A
Executive Director IT
$175,393Pt VII · Sec A
Exec Dir., Operation
$174,122Pt VII · Sec A
Director, Pharmacy
$164,875Pt VII · Sec A

Scott R Stevenson’s $823K as President/CEO is at the 93rd percentile of top reported officer pay among 572 $10–100M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Scott R Stevenson$822,525$824,195$790,121$836,146—$693,406
Robert Richards$354,244$396,757$351,542$329,285—$290,097
Lisa B Fichera———$383,084—$336,643
Thomas Baer$310,398$257,892$210,268$161,020——
Cynthia S Richart—$292,935—$217,928$210,217$235,518
Lisa Fichera——$287,360———
Cynthia Richart——$246,572———
Marie Staska-Pier$228,172$226,681$236,806$197,046$198,304$188,356

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Phoebe Services INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers management, pharmacy, and spiritual support to affiliated charities.

Questions for Phoebe Services INC

Tap to ask. Phoebe Services INC sees how many people are interested.

Your first name shows with your question. Phoebe Services INC answers here, for everyone.

2 programs · $38.1M · in their own filed words · FY2021
01

The phoebe services, inc pharmacy serviced 9,008 individuals during the year ended june 30, 2022. The residents of the various phoebe ministries' retirement communities benefit from cost reductions through bulk purchasing discounts received by the pharmacy. See schedule o for more details on phoebe program services

$20.8Mprogram expense
02

Phoebe services provides management services for related 501(c)(3) organizations to assist in the organizations' mission to serve the aging community, including communications and pastoral care. See schedule o for more details on phoebe program services

$17.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2022 990-T, line by line.

1The main four
Money in
$36.9M
Fees for services$35.4M
Gifts and grants$1.3M
Other income$142K
Money out
$39.8M
Programs$38.1M
Management$1.7M
Owns and owes
−$27.8M
net assets
Total assets$12.4M
Liabilities$40.2M
People
27
listed
Paid12
Voting board16
Independent15
2In more detail
Revenue in detail
Gifts and grants$1.3M
Government grants$1.3M
Fees for services$35.4M
Investment income$44K
Other income$142K
Total revenue$36.9M
Assets in detailEnd of year
Total assets$12.4M
Liabilities$40.2M
Net assets−$27.8M
Operations
Employees255
Volunteers64
Fiscal year endsJune
Conflict-of-interest policyYes
Whistleblower policyYes
Records policyYes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 12, 2026 $43.0M$45.2M−$2.2M−$34.3M 990 PDF
FY2024Filed with the IRS May 13, 2025 $41.3M$42.5M−$1.2M−$32.1M 990 PDF
FY2023Filed with the IRS May 14, 2024 $37.1M$40.2M−$3.1M−$30.9M 990 PDF
FY2022 Viewing $36.9M$39.8M−$2.9M−$27.8M 990 PDF
FY2021Filed with the IRS May 15, 2022 $32.1M$36.5M−$4.5M−$24.9M 990 PDF
FY2020Filed with the IRS May 14, 2021 $40.0M$42.8M−$2.8M−$20.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.