Nonprofit · EIN 23-1396838
PHOEBE DEVITT HOMES
Tax-exempt · ALLENTOWN, PA 18104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,533,679 | $1,024,717 | $508,962 | $76,455,809 | $635,216 | $75,820,593 |
| June 30, 2024 | 990 | $2,410,897 | $794,496 | $1,616,401 | $78,661,492 | $740,140 | $77,921,352 |
| June 30, 2023 | 990 | $4,110,704 | $657,470 | $3,453,234 | $73,077,852 | $930,757 | $72,147,095 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $464,084
- Program service revenue
- $0
- Investment income
- $1,129,497
- Net gain from sales of assets
- -$785,669
- Net income from fundraising events
- -$73,292
- Net income from gaming
- $13,390
- Other revenue
- -$59,902
Expenses
- Grants and similar amounts paid
- $3,238
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,238
- Management and general (functional)
- $167,499
- Fundraising (functional)
- $853,980
Balance sheet and other
- Total assets, start of year
- $78,661,492
- Total assets, end of year
- $76,455,809
- Total liabilities, end of year
- $635,216
- Net assets, end of year
- $75,820,593
- Publicly traded securities
- $68,175,047
- Net assets without donor restrictions
- $61,346,528
- Net assets with donor restrictions
- $14,474,065
- Gross receipts
- $30,547,561
- Employees
- 0
- Volunteers
- 64
- Year formed
- 1903
- State of legal domicile
- PA
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 |
|---|---|---|---|---|---|
| SCOTT R STEVENSON | PRESIDENT/CEO Trustee or director, Officer | 40 | $0 | $822,525 | $119,915 |
| ROBERT RICHARDS | COO (UNTIL 12/24) Officer | 40 | $0 | $354,244 | $41,770 |
| THOMAS BAER | CFO Officer | 40 | $0 | $310,398 | $64,805 |
| JASON SHOTT | COO Officer | 40 | $0 | $80,205 | $11,121 |
| WILLIAM C HACKER | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BERTOLETTE | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENNETH R CHARETTE ESQUIRE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV WILLIAM PAUL WORLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV DR BONNIE BATES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARMEN A BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR CARRIE CALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| EMMETT LIEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE MERRILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT W MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DANIEL T MOSER II | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HANIFF L SKEETE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSHUA A SLOAN | BOARD MEMBER Trustee or director | 1 | $0 |
| REV DR DAVID CHARLES SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| NICK TRANGUCH | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT R STEVENSON | PRESIDENT/CEO Trustee or director, Officer | 40 | $0 | $824,195 | $67,161 |
| ROBERT RICHARDS | COO Officer | 40 | $0 | $396,757 | $41,438 |
| THOMAS BAER | CFO Officer | 40 | $0 | $257,892 | $63,206 |
| WILLIAM C HACKER | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BERTOLETTE | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENNETH R CHARETTE ESQ | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV WILLIAM PAUL WORLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV DR BONNIE BATES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARMEN A BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR CARRIE CALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN T LAWTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| EMMETT LIEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE MERRILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT W MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DANIEL T MOSER II | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOSHUA A SLOAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR DAVID CHARLES SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICK TRANGUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONNA WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SCOTT R STEVENSON | PRESIDENT/CEO Trustee or director, Officer | 40 | $0 | $790,121 | $37,732 |
| Robert Richards | COO Officer | 40 | $0 | $351,542 | $28,637 |
| LISA FICHERA | FORMER COO Former | 40 | $0 | $287,360 | $0 |
| THOMAS BAER | CFO Officer | 40 | $0 | $210,268 | $12,794 |
| JOHN T LAWTON | TREASURER (UNTIL 01/01/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KENNETH R CHARETTE ESQ | TREASURER (AS OF 01/01/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REV DR HILARY J BARRETT | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BERTOLETTE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM C HACKER | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARMEN A BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE MERRILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DONNA WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| EMMETT LIEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOSHUA A SLOAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NICK TRANGUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DANIEL T MOSER II | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR BONNIE BATES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR CARRIE CALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV DR DAVID CHARLES SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| REV WILLIAM PAUL WORLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1925 W TURNER ST, ALLENTOWN, PA 18104-5513
- Principal officer (990 for 2024)
- SCOTT R STEVENSON, 1925 TURNER ST, ALLENTOWN, PA 18104
- Signed the 990
- THOMAS BAER, CFO
- Phone
- (610) 794-5142
- Website
- WWW.PHOEBE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
A COMMUNITY OF FAITH, CALLED BY GOD, TO ENRICH THE LIVES OF OUR SENIORS, THEIR FAMILIES, AND THE COMMUNITIES WE SERVE.
Program accomplishments
- PHOEBE-DEVITT HOMES PROVIDES FINANCIAL SUPPORT TO 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. PHOEBE HOSTED OUR 16TH GOLF TOURNAMENT IN AUGUST 2024 AND GROSSED $269,861 FOR CHARITY CARE. IN ADDITION, PHOEBE HOSTED THE GALA, TITLED "EMPOWERING AGING " AT THE CLUB AT TWIN LAKES, ALLENTOWN IN OCTOBER 2024 AND GROSSED $73,065 FOR THE PIA. SEE SCHEDULE O FOR MORE DETAILS ON PHOEBE PROGRAM SERVICESExpenses $3,238 · grants $3,238
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
- 23-1396838
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1941
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E120)
- Assets (IRS master file)
- $76,455,809
- Income (IRS master file)
- $30,547,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,533,679 | $1,024,717 | $76,455,809 | IRS |
| 990 | June 2024 | $2,410,897 | $794,496 | $78,661,492 | IRS |
| 990 | June 2023 | $4,110,704 | $657,470 | $73,077,852 | XML |
| 990 | June 2022 | $4,300,645 | $789,092 | $69,397,605 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 23-1396838).
Questions about PHOEBE DEVITT HOMES
- What is the EIN of PHOEBE DEVITT HOMES?
- The employer identification number (EIN) of PHOEBE DEVITT HOMES is 23-1396838.
- Is PHOEBE DEVITT HOMES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1941.
- Are donations to PHOEBE DEVITT HOMES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHOEBE DEVITT HOMES 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 PHOEBE DEVITT HOMES 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 PHOEBE DEVITT HOMES 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 PHOEBE DEVITT HOMES?
- The 990 for the year ended June 30, 2025 names SCOTT R STEVENSON.
- Who are the officers and directors of PHOEBE DEVITT HOMES?
- The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does PHOEBE DEVITT HOMES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,533,679, expenses of $1,024,717 and total assets of $76,455,809 at year end.
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