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Phoebe Housing INC FY2023 filing

Tax-deductible

Allentown, PA501(c)(3)Since 1996Housing EIN 23-2821149Revenue $156K in FY2023

On file with the IRSphoebe.org1925 W Turner St, 18104-5513 · Allentown, PATax-exempt since Jul 1996Publicly supported — 509(a)(2)

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Phoebe Housing, 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.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: 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
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $242K a year · 156% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$585K
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
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
$156K
+3% vs prior year
Spent
$837K
To programs
99%
Net assets
$328K
By yearFY2020–FY2025
Revenue
$156K
FY2023▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$154K
FY2021$128K
FY2022$152K
FY2023$156K
FY2024$165K
FY2025$179K
Expenses
$837K
FY2023▲ +389%
Tap a bar for its year
Expenses by fiscal year
FY2020$139K
FY2021$144K
FY2022$171K
FY2023$837K
FY2024$597K
FY2025$500K
Net assets
$328K
FY2023▼ -67%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$1.0M
FY2023$328K
FY2024−$104K
FY2025−$425K

From the FY2023 Form 990 (year ending June 2023) · see the original

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You’re viewing the FY2023 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 Jul 1996.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $828K Management & general 1% · $9K

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

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Who runs it and what they're paid

20 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
John T Lawton
Treasurer (until 01/01/23)
$0Pt VII · Sec A
Kenneth R Charette ESQ.
Treasurer (as of 01/01/23)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Scott R Stevenson
President/CEO
$0Pt VII · Sec A
William C Hacker
Vice Chairperson
$0Pt VII · Sec A
Carmen a Bell
Board Member
$0Pt VII · Sec A
Debbie Merrill
Board Member
$0Pt VII · Sec A
See Phoebe Housing INC executive salaries →

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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 15aNo

Programs and updates

Supports groups building affordable housing for seniors.

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Provided by the organization

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1 program · $828K · in their own filed words · FY2022
01

Phoebe housing, inc. Provides management and administrative services to phoebe's low income affordable housing limited partnerships. See schedule o for more details on phoebe program services

$828Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$156K
Ln 12
Fees for servicesLn 2g$156K
Money outPt IX
$837K
Ln 25
Programscol B$828K
Managementcol C$9K
Owns and owesPt X
$328K
net assets · Ln 32
Total assetsLn 16$914K
LiabilitiesLn 26$585K
PeoplePt VI, VII
20
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$156K
Total revenueLn 12$156K
Assets in detailPt X, end of year
InvestmentsLn 11–13−$347K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$1.3M
Total assetsLn 16$914K
LiabilitiesLn 26$585K
Net assetsLn 32$328K
OperationsPt I, VI
EmployeesI 50
VolunteersI 664
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
InvestmentsLn 11–13$341K−$347K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$1.6M$914K
LiabilitiesLn 26$549K$585K
Net assetsLn 32$1.0M$328K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$140K$140K
Legal feesLn 11b$900$900
Accounting feesLn 11c$6K$6K
Other fees for servicesLn 11g$0$0$0$0
Office expensesLn 13$81$81
Other expenses (24a–d)Ln 24$690K$688K$2K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$837K$828K$9K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $179K$500K−$321K−$425K 990 PDF
FY2024 $165K$597K−$432K−$104K 990 PDF
FY2023 Viewing $156K$837K−$681K$328K 990 PDF
FY2022 $152K$171K−$19K$1.0M 990 PDF
FY2021 $128K$144K−$16K$1.0M 990 PDF
FY2020 $154K$139K$15K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $156,016 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $151,996$156,016
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $151,996$156,016
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $170,972$836,622
I-18 Total expensesPrior year $170,972$836,622
I-19 Revenue less expensesPrior year −$18,976−$680,606
Part VI · Governance 15 of 16 board members independent, 1 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $156,016 across 3 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $156,016$156,016
VIII-12 Total revenueRelated to mission $156,016 · Unrelated business $0 · Excluded from tax $0$156,016
Part IX · Statement of functional expenses $836,622 across 7 lines filed
IX-11a Management feesPrograms $139,758$139,758
IX-11b Legal feesManagement $900$900
IX-11c Accounting feesManagement $6,143$6,143
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-13 Office expensesManagement $81$81
IX-24 Other expenses (24a–d)Programs $688,215 · Management $1,525$689,740
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $827,973 · Management $8,649 · Fundraising $0$836,622
Part X · Balance sheet $913,936 assets, 12 lines filed
X-10c Land, buildings and equipment, netStart of year $0$0
X-13 Program-related investmentsStart of year $340,832−$347,383
X-15 Other assetsStart of year $1,148,703$1,261,319
X-16 Total assetsStart of year $1,557,883$913,936
X-17 Accounts payable and accrued expensesStart of year $7,963$7,435
X-19 Deferred revenueStart of year $460,826$461,708
X-25 Other liabilitiesStart of year $0$36,305
X-26 Total liabilitiesStart of year $548,789$585,448
X-27 Net assets without donor restrictionsStart of year $1,009,240$328,634
X-28 Net assets with donor restrictionsStart of year −$146−$146
X-32 Total net assets or fund balancesStart of year $1,009,094$328,488
X-33 Total liabilities and net assetsStart of year $1,557,883$913,936
Part XI · Reconciliation of net assets $328,488 net assets at year end
XI-1 Total revenue$156,016
XI-2 Total expenses$836,622
XI-3 Revenue less expenses−$680,606
XI-4 Net assets at start of year$1,009,094
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$328,488

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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