Nonprofit · EIN 23-2560952
PHOEBE BERKS HEALTH CARE CENTER INC
Tax-exempt · WERNERSVILLE, PA 19565
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $35,878,100 | $33,893,785 | $1,984,315 | $93,240,936 | $78,858,364 | $14,382,572 |
| June 30, 2024 | 990 | $34,807,477 | $33,141,138 | $1,666,339 | $89,448,618 | $77,832,571 | $11,616,047 |
| June 30, 2023 | 990 | $33,077,353 | $31,514,791 | $1,562,562 | $86,239,138 | $77,534,530 | $8,704,608 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $154,077
- Program service revenue
- $34,666,315
- Investment income
- $608,391
- Net rental income
- $48,275
- Net gain from sales of assets
- -$162,099
- Other revenue
- $449,317
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $188,486
- Other salaries and wages
- $8,416,691
- Salaries, compensation and benefits (total)
- $10,791,021
- Professional fundraising fees
- $0
- Legal fees
- $17,490
- Accounting fees
- $27,550
- Occupancy
- $1,168,299
- Travel
- $2,977
- Depreciation
- $4,002,013
- Program services (functional)
- $29,196,179
- Management and general (functional)
- $4,697,606
Balance sheet and other
- Total assets, start of year
- $89,448,618
- Total assets, end of year
- $93,240,936
- Total liabilities, end of year
- $78,858,364
- Net assets, end of year
- $14,382,572
- Land, buildings and equipment
- $38,147,051
- Publicly traded securities
- $12,846,707
- Net assets without donor restrictions
- $13,497,903
- Net assets with donor restrictions
- $884,669
- Gross unrelated business income
- -$2,949
- Gross receipts
- $44,381,382
- Employees
- 318
- Volunteers
- 113
- Year formed
- 1989
- 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 |
| CRAIG SHELLY | EXECUTIVE DIRECTOR Key employee | 40 | $156,331 | $0 | $31,776 |
| KATHLEEN DADONNA | NURSING DIRECTOR Highest-paid employee | 40 | $145,875 | $0 | $33,757 |
| REBECCA BAIRD | RN SUPERVISOR Highest-paid employee | 40 | $110,828 | $0 | $18,352 |
| SILESIA LINETTE | RN CHARGE NURSE Highest-paid employee | 40 | $105,629 | $0 | $16,280 |
| TOSHIRA BAILEY | RN SHIFT SUPERVISOR Highest-paid employee | 40 | $101,344 | $0 | $16,520 |
| SHERRY GASSERT | DIRECTOR, NURSING Highest-paid employee | 40 | $101,137 | $0 | $7,026 |
| 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 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARMEN A BELL | BOARD MEMBER Trustee or director | 1 | $0 |
| REV DR CARRIE CALL | BOARD MEMBER Trustee or director | 1 | $0 |
| EMMETT LIEN | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBBIE MERRILL | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBERT W MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| REV DANIEL T MOSER II | BOARD MEMBER Trustee or director | 1 | $0 |
| 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: 23 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 |
| CRAIG SHELLY | EXECUTIVE DIRECTOR Key employee | 40 | $151,895 | $0 | $39,256 |
| KERI MOYER | RN CHARGE NURSE Highest-paid employee | 40 | $100,585 | $0 | $32,167 |
| REBECCA BAIRD | RN SUPERVISOR Highest-paid employee | 40 | $107,014 | $0 | $17,153 |
| SHERRY GASSERT | ASST DIRECTOR, NURSING Highest-paid employee | 40 | $102,785 | $0 | $877 |
| 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 |
| 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: 24 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 |
| STARLETTE HIGH | EXECUTIVE DIRECTOR Key employee | 40 | $247,288 | $0 | $10,368 |
| THOMAS BAER | CFO Officer | 40 | $0 | $210,268 | $12,794 |
| LORNA MALAWI | NURSING DIRECTOR Highest-paid employee | 40 | $123,401 | $0 | $4,162 |
| SILESIA LINETTE | RN SUPERVISOR Highest-paid employee | 40 | $106,410 | $0 | $6,817 |
| PAMELA WILLEMAN | WELLNESS MANAGER Highest-paid employee | 40 | $100,882 | $0 | $12,278 |
| 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)
- 1 HEIDELBERG DR PAYROLL 2, WERNERSVILLE, PA 19565-1642
- Principal officer (990 for 2024)
- SCOTT R STEVENSON, 1925 TURNER STREET, ALLENTOWN, PA 18104
- Signed the 990
- THOMAS BAER, CFO
- Phone
- (610) 770-8115
- Website
- WWW.PHOEBE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PHOEBE BERKS HEALTH CARE CENTER, INC. IS AN AFFILIATED ENTITY OF PHOEBE MINISTRIES. ITS MISSION ADHERES TO THE PHOEBE MINISTRIES' MISSION: "A COMMUNITY OF FAITH, CALLED BY GOD, TO ENRICH THE LIVES OF OUR SENIORS, THEIR FAMILIES, AND THE COMMUNITIES WE SERVE."
Program accomplishments
- 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.Expenses $29,196,179 · revenue $34,666,315
- PHOEBE BERKS PROVIDED CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE TOTALED $2,180,750 IN FY 2025, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBURSEMENT
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
- 23-2560952
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Assets (IRS master file)
- $93,240,936
- Income (IRS master file)
- $44,381,382
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $35,878,100 | $33,893,785 | $93,240,936 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $34,807,477 | $33,141,138 | $89,448,618 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $33,077,353 | $31,514,791 | $86,239,138 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $32,173,617 | $28,826,155 | $84,289,874 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | 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 23-2560952).
Questions about PHOEBE BERKS HEALTH CARE CENTER INC
- What is the EIN of PHOEBE BERKS HEALTH CARE CENTER INC?
- The employer identification number (EIN) of PHOEBE BERKS HEALTH CARE CENTER INC is 23-2560952.
- Is PHOEBE BERKS HEALTH CARE CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to PHOEBE BERKS HEALTH CARE CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHOEBE BERKS HEALTH CARE CENTER INC 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 BERKS HEALTH CARE CENTER INC 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 BERKS HEALTH CARE CENTER INC 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 BERKS HEALTH CARE CENTER INC?
- The 990 for the year ended June 30, 2025 names SCOTT R STEVENSON.
- Who are the officers and directors of PHOEBE BERKS HEALTH CARE CENTER INC?
- The 990 for the year ended June 30, 2025 lists 25 people; 6 received compensation from the organization.
- How much revenue does PHOEBE BERKS HEALTH CARE CENTER INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $35,878,100, expenses of $33,893,785 and total assets of $93,240,936 at year end.
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