Phoebe-devitt Homes
Nonprofit profile at a glance
- EIN
- 231396838
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Allentown, PA, USA
- Phone
- 6107945142
- Rating
- 46
- Verdict
- MIXED
- Rating confidence
- Standard
- Sector
- Fund Raising and/or Fund Distribution
Reported finances
- Revenue
- $1,533,679
- Expenses
- $1,024,717
- Assets
- $76,455,809
- Liabilities
- $635,216
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
19 people listed
Executive titles in this filing
- SCOTT R STEVENSON (PRESIDENT/CEO)
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
A community of faith, called by god, to enrich the lives of our seniors, their families, and the communities we serve.
What it reported doing in 2024
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 services
Operating model
- Revenue model
- Investment-supported. 80% of the money available for current operations came from recurring investment income.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 71
- Accountability: 87
- Sustainability: 79
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0.2%; rating input score 0
- Program expense ratio: 0.3%; rating input score 0
- Fundraising efficiency: $0.54 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd 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: Yes; rating input score 100
Accountability
- Independent voting board: 93.8%; rating input score 94; 25th 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: 33.2%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 74.61; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 70; 70th percentile among comparable filings
- Officer compensation ratio: 23.2%; rating input score 11; 11th percentile among comparable filings
Growth
- Program expense growth: -7.7% per year; rating input score 0; 6th percentile among comparable filings
- Revenue growth: 2.4% per year; rating input score 100; 27th percentile among comparable filings
- Asset growth: 5.3% per year; rating input score 100; 40th percentile among comparable filings
Details
- Where the money goes: 0.2% of revenue deployed · 0.3% of spending went to programs
- Governance: 15 of 16 board members independent · 7 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $3K in reported program spending
- Leadership: top reported pay $942K · 19 people listed · 0 of 6 pay-setting controls reported
- Consistency: 23 of 23 current checks pass
- Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- 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.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Financial Efficiency: Fundraising efficiency scored 2/100.
- High — Growth: Program expense growth scored 0/100.
- Review — Accountability: Governance controls: 2 of 9 not reported.
- High — Sustainability: Officer compensation ratio scored 11/100.