Skip to main content

Nonprofit · EIN 25-1542218

FOXDALE VILLAGE CORPORATION

Tax-exempt · STATE COLLEGE, PA 16801

Financials

$24.4M$22.6M2022$25.8M$24.6M2023$27.3M$25.5M2024
Revenue Expenses · by fiscal year end
Financials of FOXDALE VILLAGE CORPORATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$27,300,404$25,524,029$1,776,375$103,746,031$61,895,101$41,850,930
June 30, 2024990$25,775,242$24,600,327$1,174,915$98,062,883$60,563,496$37,499,387
June 30, 2023990$24,413,976$22,620,066$1,793,910$97,111,860$63,665,836$33,446,024
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$402,915
Program service revenue
$25,032,795
Investment income
$1,535,824
Net rental income
$110,211
Net gain from sales of assets
$1,750
Other revenue
$328,870

Expenses

Grants and similar amounts paid
$37,992
Compensation of officers, directors and key employees
$554,929
Other salaries and wages
$9,293,121
Salaries, compensation and benefits (total)
$12,742,712
Professional fundraising fees
$0
Legal fees
$26,012
Accounting fees
$52,628
Occupancy
$1,712,675
Travel
$22,536
Depreciation
$3,632,152
Program services (functional)
$23,115,744
Management and general (functional)
$2,399,190
Fundraising (functional)
$9,095

Balance sheet and other

Total assets, start of year
$98,062,883
Total assets, end of year
$103,746,031
Total liabilities, end of year
$61,895,101
Net assets, end of year
$41,850,930
Land, buildings and equipment
$57,411,383
Publicly traded securities
$43,387,463
Net assets without donor restrictions
$34,088,114
Net assets with donor restrictions
$7,762,816
Gross receipts
$27,304,733
Employees
290
Volunteers
107
Year formed
1986
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.

NameTitleHours / weekCompensationOther / benefits
MS TAMA CAREYCEO
Officer
40$289,705$28,907
MS DEBORAH SHUGHARTCFO
Officer
40$195,918$31,836
MS MARGARET CLOUSERDIRECTOR OF HEALTH SERVICES
Highest-paid employee
40$153,470$34,358
MS JENNIFER PETSULPN
Highest-paid employee
40$129,729$18,495
MS MARY JANE SCHREFFLERDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$134,669$9,087
MR GIANCARLO BRADASCHIADIRECTOR OF IT
Highest-paid employee
40$119,583$17,849
MR PATRICK CANNONIECONTROLLER
Highest-paid employee
40$117,568$7,583
MR KEN MARTINCLERK
Trustee or director, Officer
2$0$0
MS BROSI BRADLEYRECORDING CLERK
Trustee or director, Officer
2$0$0
MS BETH RESKOASSISTANT CLERK
Trustee or director, Officer
2$0$0
MR THOMAS SCHRACKTREASURER
Trustee or director, Officer
2$0$0
MS MARSHA BARTLETTBOARD MEMBER
Trustee or director
2$0$0
MR GLENN CARTERBOARD MEMBER
Trustee or director
2$0$0
MR ERIC IAN FARMERBOARD MEMBER
Trustee or director
2$0$0
MS GRACE HAMPTONBOARD MEMBER
Trustee or director
2$0$0
7 more people on this return
NameTitleHours / weekCompensation
MS LISA MARSHALLBOARD MEMBER
Trustee or director
2$0
MR ROB NICHOLASBOARD MEMBER
Trustee or director
2$0
MR SELDEN SMITHBOARD MEMBER
Trustee or director
2$0
MS LORNA AROCENABOARD MEMBER
Trustee or director
2$0
MR GLENDON BLUMEBOARD MEMBER
Trustee or director
2$0
MS EMMA PRIYA MYERSBOARD MEMBER
Trustee or director
2$0
MS NANCY EATONBOARD MEMBER
Trustee or director
2$0
990 for the year ended June 30, 2024: 22 people
NameTitleHours / weekCompensationOther / benefits
MS TAMA CAREYCEO
Officer
40$281,769$19,693
MS DEBORAH SHUGHARTCFO
Officer
40$189,720$30,603
MS MARGARET CLOUSERDIRECTOR OF HEALTH SERVICE
Highest-paid employee
40$147,642$33,145
MR ADAM DAYDIRECTOR OF FACILITIES/STR
Highest-paid employee
40$121,951$27,240
MS MARY JANE SCHREFFLERDIRECTOR OF HUMAN RESOURCE
Highest-paid employee
40$129,967$8,769
MR GIANCARLO BRADASCHIADIRECTOR OF IT
Highest-paid employee
40$115,832$17,191
MR PATRICK CANNONIECONTROLLER
Highest-paid employee
40$113,886$7,341
MS CONNIE WHEELERCLERK
Trustee or director, Officer
2$0$0
MS SABRINA CHAPMANRECORDING CLERK
Trustee or director, Officer
2$0$0
MR KEN MARTINTREASURER/ASSISTANT CLERK
Trustee or director, Officer
2$0$0
MS LORNA AROCENABOARD MEMBER
Trustee or director
2$0$0
MS MARSHA BARTLETTBOARD MEMBER
Trustee or director
2$0$0
MS BROSI BRADLEYBOARD MEMBER
Trustee or director
2$0$0
MR GLENN CARTERBOARD MEMBER
Trustee or director
2$0$0
MS NANCY EATONBOARD MEMBER
Trustee or director
2$0$0
MR ERIC IAN FARMERBOARD MEMBER
Trustee or director
2$0$0
MS GRACE HAMPTONBOARD MEMBER
Trustee or director
2$0$0
MS LISA MARSHALLBOARD MEMBER
Trustee or director
2$0$0
MR ROB NICHOLASBOARD MEMBER
Trustee or director
2$0$0
MS BETH RESKOBOARD MEMBER
Trustee or director
2$0$0
MR THOMAS SCHRACKBOARD MEMBER
Trustee or director
2$0$0
MR SELDEN SMITHBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 22 people
NameTitleHours / weekCompensationOther / benefits
MS TAMA CAREYCEO
Officer
40$273,463$17,261
MS DEBORAH SHUGHARTCFO
Officer
40$181,795$29,084
MS MARGARET CLOUSERDIRECTOR OF HEALTH SERVICES
Highest-paid employee
40$141,458$31,241
MR ADAM DAYDIRECTOR OF FACILITIES/STRATEGIC DEVELOPMENT
Highest-paid employee
40$116,650$25,546
MR GIANCARLO BRADASCHIADIRECTOR OF IT
Highest-paid employee
40$110,636$16,249
MS DIANE BIRMINGHAMRN SUPERVISOR
Highest-paid employee
40$104,042$15,821
MS JENNIFER PETSULPN
Highest-paid employee
40$103,498$15,785
MS CONNIE WHEELERCLERK
Trustee or director, Officer
2$0$0
MR SELDEN SMITHASST. CLERK
Trustee or director, Officer
2$0$0
MS SABRINA CHAPMANRECORDING CLERK
Trustee or director, Officer
2$0$0
MR KEN MARTINTREASURER
Trustee or director, Officer
2$0$0
MS LORNA AROCENABOARD MEMBER
Trustee or director
2$0$0
MS MARSHA BARTLETTBOARD MEMBER
Trustee or director
2$0$0
MR GLENN CARTERBOARD MEMBER
Trustee or director
2$0$0
MS NANCY EATONBOARD MEMBER
Trustee or director
2$0$0
MR ERIC IAN FARMERBOARD MEMBER
Trustee or director
2$0$0
MS GRACE HAMPTONBOARD MEMBER
Trustee or director
2$0$0
MS KATY LUMLEY-SAPANSKIBOARD MEMBER
Trustee or director
2$0$0
MR ROB NICHOLASBOARD MEMBER
Trustee or director
2$0$0
MS BETH RESKOBOARD MEMBER
Trustee or director
2$0$0
MR THOMAS SCHRACKBOARD MEMBER
Trustee or director
2$0$0
MR MICK SMYERBOARD MEMBER
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
500 EAST MARYLYN AVENUE, STATE COLLEGE, PA 16801-6269
Principal officer (990 for 2024)
DEBORAH SHUGHART, 500 EAST MARYLYN AVENUE, STATE COLLEGE, PA 16801
Signed the 990
DEBORAH SHUGHART, CHIEF FINANCIAL OFFICER
Phone
(814) 238-3322
Return prepared by
RKL LLP

Mission

FOXDALE VILLAGE IS A QUAKER GUIDED COMMUNITY AND OUR ORGANIZATION'S VALUES -- COMMUNITY, ACCEPTANCE, ENGAGEMENT, INCLUSION, CARING, FULFILLMENT AND STEWARDSHIP -- REFLECT ITS FOUNDING HERITAGE. FOXDALE LEADS THE REGION IN ITS DELIVERY OF VIBRANT AND INNOVATIVE SERVICES PROVIDING HIGH QUALITY CARE TO OUR RESIDENTS.

990 for the year ended June 30, 2025

Program accomplishments

  • FOXDALE VILLAGE PROVIDES A SAFE AND SECURE HOME AS WELL AS APPROPRIATE HEALTHCARE FOR ALL OF OUR RESIDENTS. FOXDALE VILLAGE HAS BEEN CARING FOR PEOPLE FOR THE RETIREMENT COMMUNITY SINCE 1985. DURING THIS SPAN, FOXDALE HAS HELPED OUR RESIDENTS ENJOY THE HIGHEST LEVELS OF INDEPENDENCE AND WELLNESS POSSIBLE. FOXDALE IS AN INTELLECTUALLY AND SOCIALLY VIBRANT COMMUNITY THAT IS CONSTANTLY SHAPED BY THE ACTIVITIES AND THE DIRECTION OF OVER SIXTY RESIDENT ASSOCIATION COMMITTEES. DURING THE YEAR, FOXDALE SERVED OVER 470 RESIDENTS AND THEIR FAMILIES, WHILE EMPLOYING A STAFF OF OVER 250.THE MAJORITY OF FOXDALE RESIDENTS ARE LIVING IN RESIDENTIAL LIVING UNITS, EITHER COTTAGE HOMES OR ON-CAMPUS APARTMENTS. THERE THEY HAVE THE PEACE OF MIND THAT PERSONAL CARE, SKILLED NURSING AND/OR MEMORY CARE WILL BE PROVIDED AS NECESSARY ON A SHORT TERM OR PERMANENT BASIS. THERE ARE 148 COTTAGES AND 57 APARTMENTS ON SITE. IN ADDITION, THERE ARE 46 LICENSED SKILLED NURSING ROOMS AND 55 PRIVATE PERSONAL CARE ROOMS AVAILABLE FOR THE PROGRESSION OF CARE. FINANCIAL POSITIONFOXDALE'S 2025 FISCAL YEAR END, FINANCIAL RESULTS SHOWED A MODEST RETURN ON OPERATIONS, AND POSITIVE RESULTS OVERALL. THE BALANCE SHEET REMAINS STRONG AND OUR COMMITMENT TO REINVESTING IN COMMUNITY INFRASTRUCTURE PLACES THE CALCULATED AGE OF OUR FACILITY AT 10.90 YEARS OLD. FOXDALE ALSO REPORTED A STRONG "DAYS CASH ON HAND" OF 622 DAYS. OUR VALUED WORKFORCEFOXDALE'S WORKFORCE ENCOMPASSES STAFF WORKING IN MAINTENANCE, HOUSEKEEPING, LAUNDRY, ADMINISTRATION, SAFETY, HEALTHCARE, WELLNESS, AND DINING SERVICES. FOXDALE OFFERS AN EXCEPTIONAL BENEFITS PROGRAM FOR EMPLOYEES, INCLUDING FUNDING FOR PROFESSIONAL DEVELOPMENT. SUPPORT FOR PROFESSIONAL DEVELOPMENT IS INCLUDED IN THE ANNUAL BUDGET AND MADE AVAILABLE VIA THE TRAINING AND TUITION REIMBURSEMENT FUND (WHICH WAS ESTABLISHED BY ANONYMOUS DONORS). IN THE 2025 FISCAL YEAR, $17,910 IN GRANTS WERE AWARDED TO STAFF FROM THE FUND. STAFF ALSO HAVE ACCESS TO WELLNESS PROGRAMS, EXERCISE EQUIPMENT, AND HEALTH SCREENINGS. PHILANTHROPIC SUPPORT DIRECTED TO THE GIVERS OF CARE FUND PROVIDES ACCESS TO NO-INTEREST LOANS AND GRANTS TO STAFF FACING SHORT-TERM EMERGENCIES. DURING THE CURRENT FISCAL YEAR 15 EMPLOYEES BENEFITTED FROM THE GIVERS OF CARE FUND. PHILANTHROPIC COMMUNITY FOXDALE RESIDENTS AND STAFF HAVE BENEFITED FROM PHILANTHROPY THAT DONORS HAVE GENEROUSLY DIRECTED TO FOXDALE. THANKS TO COUNTLESS GIFTS MADE TO THE ORGANIZATION SINCE ITS FOUNDING, RESIDENTS AND THEIR FAMILIES CAN REST ASSURED THAT CARE WILL CONTINUE SHOULD FINANCIAL CHALLENGES IMPEDE A RESIDENT'S ABILITY TO FULFILL THEIR FINANCIAL OBLIGATIONS TO FOXDALE. IN FISCAL YEAR 2025, THE COMMUNITY FUND PROVIDED FINANCIAL ASSISTANCE OF $375,861 TO 12 RESIDENTS. IN FISCAL 2025, FOXDALE AGAIN CONTRIBUTED TO LOCAL NON PROFITS ORGANIZATIONS WITHIN THE COMMUNITY INCLUDING THE UNITED WAY, LOCAL FOOD BANK, MEALS ON WHEELS, LOCAL LIBRARY FOUNDATION, AND A NUMBER OF MEDICAL/HEALTH RELATED ORGANIZATIONS. DONATIONS OF FURNITURE AND EQUIPMENT WERE ALSO MADE TO THE FRIENDS MEETING, CENTRE PEACE, AND SOUTH HILLS SCHOOL OF BUSINESS AND TECHNOLOGY. RESIDENTS, STAFF AND INTERNS ALSO ENGAGE WITH OUR COMMUNITY THROUGH A VARIETY OF VOLUNTEER EFFORTS INCLUDING UNITED WAY DAY OF CARING HOLIDAY FOOD DRIVE AND ANNUAL CHILDREN'S HOLIDAY GIFT DRIVE. ENVIRONMENTAL STEWARDSHIP FOXDALE MAINTAINS A COMMITMENT TO THE QUAKER PRINCIPAL OF STEWARDSHIP OF THE EARTH WHILE ENSURING SOUND FISCAL MANAGEMENT. FROM THE USE OF OVER 3,000 LED LIGHTS, THE USE OF GEOTHERMAL HEATING/COOLING SYSTEM AND A CONCERTED EFFORT TO INCREASE COMPOSTING AND RECYCLING, FOXDALE STRIVES TO REDUCE THE BURDEN PLACED ON AREA UTILITIES AND THE ENVIRONMENT. ELECTRIC VEHICLE CHARGERS AVAILABLE ON CAMPUS FOR RESIDENTS WHO HAVE ELECTRIC VEHICLES. FOXDALE RESIDENTS ARE ACTIVE WITH ENVIRONMENTAL STEWARDSHIP THROUGH RESIDENT LED GREEN COMMITTEE AND THE NEWLY FORMED CLIMATE CARE COMMITTEE. SUMMARY THANKS TO THE EFFORTS OF OUR DEDICATED STAFF, FOXDALE WAS VOTED BEST RETIREMENT COMMUNITY AGAIN THIS YEAR BY READERS OF STATE COLLEGE MAGAZINE MARKING THE ELEVENTH CONTINUOUS YEAR FOR THIS AWARD. FOXDALE'S INTELLECTUAL ENGAGEMENT, FOCUS ON WELLNESS AND SAFETY, COMMITMENT TO SUSTAINABILITY, OUR BEAUTIFUL NEIGHBORHOODS AND GROUNDS ARE JUST A FEW OF THE REASONS THAT RESIDENTS AND OTHERS RATE OUR COMMUNITY SO HIGHLY. WE INVITE ALL WHO MAY BE INTERESTED TO LEARN MORE AT WWW.FOXDALEVILLAGE.ORG
    Expenses $23,115,744 · grants $37,992 · revenue $25,041,435

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
25-1542218
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
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P75Z)
Assets (IRS master file)
$103,746,031
Income (IRS master file)
$27,304,733

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$27,300,404$25,524,029$103,746,031XML
990June 2024$25,775,242$24,600,327$98,062,883XML
990June 2023$24,413,976$22,620,066$97,111,860XML
990June 2022$31,457,517$21,735,192$93,656,405IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 25-1542218).

Questions about FOXDALE VILLAGE CORPORATION

What is the EIN of FOXDALE VILLAGE CORPORATION?
The employer identification number (EIN) of FOXDALE VILLAGE CORPORATION is 25-1542218.
Is FOXDALE VILLAGE CORPORATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to FOXDALE VILLAGE CORPORATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FOXDALE VILLAGE CORPORATION 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 FOXDALE VILLAGE CORPORATION 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 FOXDALE VILLAGE CORPORATION 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 FOXDALE VILLAGE CORPORATION?
The 990 for the year ended June 30, 2025 names DEBORAH SHUGHART.
Who are the officers and directors of FOXDALE VILLAGE CORPORATION?
The 990 for the year ended June 30, 2025 lists 22 people; 7 received compensation from the organization, the highest $289,705 (MS TAMA CAREY, CEO).
How much revenue does FOXDALE VILLAGE CORPORATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $27,300,404, expenses of $25,524,029 and total assets of $103,746,031 at year end.

Other nonprofits in STATE COLLEGE

All nonprofits in STATE COLLEGE · Pennsylvania · Human services