New Phoebe House

Nonprofit profile at a glance

EIN
331023012
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Tacoma, WA, USA
Phone
2533837710
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Homeless Shelters

Reported finances

Revenue
$674,133
Expenses
$641,699
Assets
$785,817
Liabilities
$355,352

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

9 people listed

Executive titles in this filing

  • PETER BORTEL (PRESIDENT)
  • LUCY RITCHIE (VICE-PRESIDENT)
  • KARRIE BETTS (PAST PRESIDENT)
  • LISA TALBOTT (EXECUTIVE DIRECTOR)

Highest reported compensation

  • LISA TALBOTT (EXECUTIVE DIRECTOR): $140,229 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Through housing, services, support, and treatment, we serve pierce county mothers and children impacted by chemical dependency, homelessness, and trauma. We help mothers achieve and maintain safe reunification through clean and sober living, healing, and self-sufficiency.

What it reported doing in 2024

The new phoebe house association (npha) serves homeless woman (18 years and older) and their children (under age 7) whose lives have been severely impacted by substance abuse. A majority of our residents are considered high risk for substance abuse re-lapse and certainly are high risk for child neglect and domestic violence.the phoebe forever aftercare program helps the women transition back to the community with case management support for up to a year, housing subsidies to keep them stably housed, ongoing recovery maintenance groups to protect against relapse, aid in household management, child coaching as needed and support to navigate continued steps toward independence.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 41
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.3%; rating input score 81
  • Program expense ratio: 85.4%; rating input score 85
  • Fundraising efficiency: $114.4 raised per $1 spent on fundraising; rating input score 88; 88th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 4.8%; rating input score 50; 50th percentile among comparable filings
  • Total-asset coverage ratio: 1.22; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.45; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 21.9%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: 4.1% per year; rating input score 100; 37th percentile among comparable filings
  • Revenue growth: 5% per year; rating input score 100; 44th percentile among comparable filings
  • Asset growth: 11.1% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: 81.3% of revenue deployed · 85.4% of spending went to programs
  • Governance: 8 of 8 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $548K in reported program spending
  • Leadership: top reported pay $140K · 9 people listed
  • Consistency: 29 of 29 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • Review — Sustainability: Operating margin scored 50/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 13/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.