Nonprofit · EIN 62-0952455
PHYLLIS WHEATLEY HOMES INC
Tax-exempt · NASHVILLE, TN 37207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $678,608 | $671,769 | $6,839 | $302,999 | $79,565 | $223,434 |
| December 31, 2024 | 990 | $709,831 | $649,663 | $60,168 | $289,699 | $102,709 | $186,990 |
| December 31, 2023 | 990 | $641,848 | $726,169 | -$84,321 | $255,874 | $129,052 | $126,822 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $678,098
- Investment income
- $510
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $107,395
- Salaries, compensation and benefits (total)
- $119,549
- Professional fundraising fees
- $0
- Accounting fees
- $17,428
- Occupancy
- $261,826
- Depreciation
- $4,493
- Program services (functional)
- $652,294
- Management and general (functional)
- $19,475
Balance sheet and other
- Total assets, start of year
- $289,699
- Total assets, end of year
- $302,999
- Total liabilities, end of year
- $79,565
- Net assets, end of year
- $223,434
- Land, buildings and equipment
- $48,723
- Net assets without donor restrictions
- $223,434
- Gross receipts
- $678,608
- Employees
- 3
- Year formed
- 1963
- State of legal domicile
- TN
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WALLER | Secretary Trustee or director, Officer | 1 | $0 |
| LORETTA HOWELL | Chairman Trustee or director, Officer | 1 | $0 |
| THEODORE LEWIS JR | Director Trustee or director | 1 | $0 |
| CHERYL SEAY | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WALLER | Secretary Trustee or director, Officer | 1 | $0 |
| LORETTA HOWELL | Chairman Trustee or director, Officer | 1 | $0 |
| THEODORE LEWIS JR | Director Trustee or director | 1 | $0 |
| CHERYL SEAY | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WALLER | Director Trustee or director | 1 | $0 |
| Susie Mcclure | Treasurer Trustee or director, Officer | 2 | $0 |
| LORETTA HOWELL | Chairman Trustee or director, Officer | 1 | $0 |
| THEODORE LEWIS JR | Director Trustee or director | 1 | $0 |
| CHERYL SEAY | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 521 VANDERHORST DR, NASHVILLE, TN 37207-3631
- Principal officer (990 for 2025)
- LORETTA HOWELL, 1720 VILLA Place, NASHVILLE, TN 37213
- Signed the 990
- LORETTA HOWELL, Chairperson
- Phone
- (615) 226-5544
- Return prepared by
- Hoskins & Company PC
Mission
Phyllis Wheatley Homes, Inc. ("Project"), is an 81 unit Apartment complex that provides affordable independent living in an energy efficient, quiet, safe and clean environment.
Program accomplishments
- The organization operates a housing apartment complex for low-income tenants and all activities are regulated by the US Department of Housing and Urban Development.Expenses $652,294
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 62-0952455
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20Z)
- Assets (IRS master file)
- $302,999
- Income (IRS master file)
- $678,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $678,608 | $671,769 | $302,999 | XML |
| 990 | December 2024 | $709,831 | $649,663 | $289,699 | IRS |
| 990 | December 2023 | $641,848 | $726,169 | $255,874 | XML |
| 990 | December 2022 | $819,713 | $641,660 | $422,612 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 62-0952455).
Questions about PHYLLIS WHEATLEY HOMES INC
- What is the EIN of PHYLLIS WHEATLEY HOMES INC?
- The employer identification number (EIN) of PHYLLIS WHEATLEY HOMES INC is 62-0952455.
- Is PHYLLIS WHEATLEY HOMES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to PHYLLIS WHEATLEY HOMES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHYLLIS WHEATLEY HOMES 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 PHYLLIS WHEATLEY HOMES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHYLLIS WHEATLEY HOMES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PHYLLIS WHEATLEY HOMES INC?
- The 990 for the year ended December 31, 2025 names LORETTA HOWELL.
- Who are the officers and directors of PHYLLIS WHEATLEY HOMES INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PHYLLIS WHEATLEY HOMES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $678,608, expenses of $671,769 and total assets of $302,999 at year end.
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