Phoebe Ministries

Legal name: Phoebe Berks Health Care Center Inc

Nonprofit profile at a glance

EIN
232560952
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Allentown, PA, US
Phone
1.800.453.8814
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nursing, Convalescent Facilities

Official website

Reported finances

Revenue
$35,878,100
Expenses
$33,893,785
Assets
$93,240,936
Liabilities
$78,858,364

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

Leadership & pay

25 people listed

Executive titles in this filing

  • SCOTT R STEVENSON (PRESIDENT/CEO)
  • CRAIG SHELLY (EXECUTIVE DIRECTOR)

Highest reported compensation

  • SCOTT R STEVENSON (PRESIDENT/CEO): $942,440 total reported compensation
  • ROBERT RICHARDS (COO (UNTIL 12/24)): $396,014 total reported compensation
  • THOMAS BAER (CFO): $375,203 total reported compensation

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

Overview

Mission

To provide compassionate care and services that enhance the quality of life for older adults, guided by faith and a commitment to excellence.

What it reported doing in 2024

1) skilled nursing - phoebe berks provides quality nursing care in a comfortable health care center. The phoebe berks skilled nursing program served 365 individuals for their year ended june 30, 2025. They had 34,082 skilled nursing care census days during that time which was approximately 91.29% occupancy. Additionally, 115,226 nursing care hours were devoted to accomplishing this program service. (continued on schedule o)2) personal care - phoebe berks provides intermediate level of care when individuals need help with some activities of daily living, but do not require 24 hour skilled nursing care. The phoebe berks personal care program served 146 individuals for their year ended june 30, 2025. They had 31,156 personal care census days during that time which was approximately 97.85% occupancy. Additionally, 7,736 nursing care hours were devoted to accomplishing this program service.3) independent living - phoebe berks provides comprehensive, independent living services for aging people. The phoebe berks independent living program served 385 individuals for their year ended june 30, 2025. They operated at approximately 96.31% occupancy.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 65
  • Accountability: 87
  • Sustainability: 56
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.3%; rating input score 79
  • Program expense ratio: 86.1%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 93.8%; rating input score 94; 27th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.5%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 2.75; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0.85; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 3.2%; rating input score 66; 66th percentile among comparable filings

Growth

  • Program expense growth: 2.2% per year; rating input score 100; 21st percentile among comparable filings
  • Revenue growth: 2.7% per year; rating input score 100; 23rd percentile among comparable filings
  • Asset growth: 0.7% per year; rating input score 100; 13th percentile among comparable filings

Details

  • What they do: 10 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 79.3% of revenue deployed · 86.1% of spending went to programs
  • Governance: 15 of 16 board members independent · 7 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $29.2M in reported program spending
  • Leadership: top reported pay $942K · 25 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $14.4M reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 9 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • 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.

Key Signals

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

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Sustainability: Operating margin scored 55/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.