Phoebe Terrace Inc in Allentown, Pennsylvania (PA)

Organization representatives - add corrected or new information about Phoebe Terrace Inc »

Non-representatives - add comments about Phoebe Terrace Inc»

Phoebe Terrace Inc
Employer Identification Number (EIN)232208739
Name of OrganizationPhoebe Terrace Inc
AddressAllentown, PA 18104
Tax Period2004
Asset Amount$-4,350,885
Amount of Income$3,185,808
Form 990 Revenue Amount$3,185,808
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Continuing Care Communities


Non-representatives - add comments:


CAPTCHA

Your IP address 3.143.4.181 will be logged.

Amount of income in 2004: $3,185,808
Phoebe Terrace Inc: 

 $3,185,808
Other organizations performing similar types of work: 

 $15,223,418

Assets in 2004: $-4,350,885
Phoebe Terrace Inc: 

 $-4,350,885
Other organizations performing similar types of work: 

 $27,089,417

Expenses in 2004: $3,164,390
Phoebe Terrace Inc: 

 $3,164,390
Other organizations performing similar types of work: 

 $13,481,543

Income to expenses ratio in 2004: 1.0
Phoebe Terrace Inc: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2004: 91.1%
This organization: 

 91.1%
Other organizations performing similar types of work: 

 86.2%

Grants share in income in 2004: 0.3%
Phoebe Terrace Inc: 

 0.3%
Other organizations performing similar types of work: 

 0.7%

Financial snapshot ($)

Revenue for 2004

Assets at end of 2004

Expenses for 2004

Functional Expenses for 2004 ($)

Income-Producing Activities for 2004

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004
Total revenue$3,089,153$3,388,858$3,465,843$3,350,476$3,185,808
Contributions, gifts, grants, and similar amounts received$21,534$10,316$11,731$19,962$9,391
Contributions to donor advised funds
Direct public support$21,534$10,316$11,731$19,962$9,391
Indirect public support$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0
Program service revenue including government fees and contracts$2,955,996$2,880,486$3,313,410$3,210,159$3,070,633
Membership dues and assessments$0$0$0$0$0
Interest on savings and temporary cash investments$1,063$3,734$5,330$2,317$563
Dividends and interest from securities$0$0$0$0$0
Net rental income or (loss)$24,069$0$0$0$0
Gross rents$24,069$0$0$0$0
Less: rental expenses$0$0$0$0$0
Other investment income$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0
Gross revenue$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0
Other revenue$86,491$494,322$135,372$118,038$105,221
Total expenses$3,696,397$3,557,642$3,572,428$3,397,746$3,164,390
Program services$3,324,168$3,174,875$3,206,452$3,022,187$2,881,476
Management and general$372,230$382,767$365,976$375,559$282,914
Fundraising$0$0$0$0$0
Payments to affiliates$0$0$0$0$0
Net assets or fund balances at end of year$-5,154,279$-5,323,063$-4,777,063$-4,600,391$-4,350,885
Excess or (deficit) for the year$-607,244$-168,784$-106,585$-47,270$21,418
Net assets or fund balances at beginning of year$-4,547,035$-5,154,279$-5,323,063$-4,777,063$-4,600,391
Other changes in net assets or fund balances$0$0$652,585$223,942$228,088
Statement of Functional Expenses (for 2004)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$3,164,390$2,881,476$282,914$0
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$55,346$34,200$21,146$0
Pension plan contributions not included above$860$531$329$0
Employee benefits not included above$7,848$4,850$2,998$0
Payroll taxes$4,341$2,682$1,659$0
Professional fundraising fees$0$0$0$0
Accounting fees$13,386$13,386$0$0
Legal fees$0$0$0$0
Supplies$30,853$21,983$8,870$0
Telephone$17,237$17,237$0$0
Postage and shipping$428$428$0$0
Occupancy$192,505$192,505$0$0
Equipment rental and maintenance$2,057$480$1,577$0
Printing and publications$6,386$308$6,078$0
Travel$2,623$2,139$484$0
Conferences, conventions, and meetings$789$45$744$0
Interest$137,761$137,761$0$0
Depreciation, depletion, etc.$257,290$257,290$0$0
Other expenses not covered above$2,434,680$2,195,651$239,029$0
Balance Sheets
20002001200220032004
Total assets$5,311,817$4,714,816$4,787,574$4,592,934$4,669,094
Cash - non-interest-bearing$0$0$0$0$469,583
Savings and temporary cash investments$15,542$16,310$26,409$29,391$32,517
Accounts receivable less allowance for doubtful accounts$13,376$101,797$52,667$27,003$28,686
Pledges receivable less allowance for doubtful accounts$0$0$0$5,304$3,156
Grants receivable$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0
Prepaid expenses and deferred charges$26,023$24,392$32,582$31,980$34,647
Investments - publicly-traded securities
Investments - other securities$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0
Investments - other$0$0$0$17,999$51,792
Land, buildings, and equipment less accumulated depreciation$4,772,509$4,571,238$4,328,916$4,123,221$3,911,287
Other assets, including program-related investments$484,367$1,079$347,000$358,036$137,426
Total liabilities$10,466,096$10,037,879$9,564,637$9,193,325$9,019,979
Accounts payable and accrued expenses$796,379$1,126,080$234,595$316,520$197,394
Grants payable$0$0$0$0$0
Deferred revenue$1,717,599$1,471,515$1,304,807$1,138,672$946,399
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0
Other liabilities$7,952,118$7,440,284$8,025,235$7,738,133$7,876,186
Total liabilities and net assets/fund balances$5,311,817$4,714,816$4,787,574$4,592,934$4,669,094
Total net assets or fund balances$-5,154,279$-5,323,063$-4,777,063$-4,600,391$-4,350,885
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004
Total revenue$3,089,153$3,388,858$3,465,843$3,350,476$3,185,808
Total revenue, gains, and other support per audited financial statements$3,089,153$3,388,858$4,118,428$3,515,725$3,413,896
Other expenses$0$0$652,585$165,249$228,088
Net unrealized gains on investments$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0
Other$0$0$652,585$165,249$228,088
Other revenue$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004
Total expenses$3,696,397$3,557,642$3,572,428$3,397,746$3,164,390
Total expenses and losses per audited financial statements$3,696,397$3,557,642$3,572,428$3,397,746$3,164,390
Other revenue$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$0$0$0$0$0
Other expenses$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?Yes
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2004)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$563$3,175,854
Program service revenue
Program service revenue 1000000$000$0$2,924,982
Program service revenue 2000000$000$0$145,651
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$563$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$105,221
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2004)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2004)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2004)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003
Total$3,451,881$3,089,153$606,480$3,524,260$3,350,476
Gifts, grants, and contributions received$8,881$21,534$10,316$70,148$19,962
Membership fees received$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$3,195,302$2,955,996$280,486$2,948,625$2,993,759
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$27,473$25,132$3,734$5,330$2,317
Net income from unrelated business activities not included above$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$220,225$86,491$311,944$500,157$334,438
Lobbying Expenditures by Electing Public Charities (for 2004)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Phoebe Terrace Inc to others? (optional)
  
Add photo of Phoebe Terrace Inc (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Recently Added Reviews
Boots And Saddle Riding Club in Allentown, PA
*****
Hcm Foundation in Allentown, PA
Lehigh Valley Amateur Astronomical Society Inc in Allentown, PA
****•
Cornerstone Church Of Clarion in Shippenville, PA
Pink Hands Of Hope in Mechanicsburg, PA
*****
The Christine M Mccaffrey Community Emergency Fund in Langhorne, PA
Valley Asa Softball in Sayre, PA
Rotary International, Altoona-Sunrise Rotary Club in Altoona, PA
*****
Light Of The World Ministries in Philadelphia, PA
*****
Cuno Museum Incorporated in Chadds Ford, PA
****
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Acts Retirement-Life Communities IncPO BOX 90, West Point, PA 19486-0090PA1972-06$346,833,523
2Masonic Homes At Elizabethtown Gd Ldg Of Free & Accptd Masons Pa1 Masonic Dr, Elizabethtown, PA 17022-2199PA1958-03$196,456,351
3Willow Valley Communities600 Willow Valley Sq, Lancaster, PA 17602-4866PA1987-05$121,063,721
4Kendal-Crosslands CommunitiesPO BOX 100, Kennett Sq, PA 19348-0100PA1975-03$106,737,311
5Foulkeways At Gwynedd1120 Meetinghouse Rd, Gwynedd, PA 19436-1000PA1966-04$100,641,337
6Presbyterian Homes Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$85,929,261
7Inglis House2600 Belmont Ave, Philadelphia, PA 19131-2713PA1939-01$76,666,473
8Phila Presbytery Homes Inc2000 Joshua Rd, Lafayette Hl, PA 19444-2430PA1962-03$70,108,770
9Peninsula United Methodist Homes IncPO BOX 90, West Point, PA 19486-0090PA1958-08$65,786,284
10Lutheran Home At Topton PennsylvaniaMechanicsburg, PA 17055PA$65,768,764
11Volunteers Of America Inc, Volunteers Of America National Serv7530 Market Place Dr, Eden Prairie, MN 55344-3636MN1963-05$20,753,966
12Village At Marymount5200 Marymount Village Dr, Garfield Hts, OH 44125-2973OH1946-03$18,251,592
13Walker Methodist Health Center Inc3737 Bryant Ave S, Minneapolis, MN 55409-1019MN1953-09$30,879,736
14Wesley Glen Inc5155 N High St, Columbus, OH 43214-1525OH1970-06$22,365,309
15Sarah A Reed Retirement Center227 W 22nd St, Erie, PA 16502-2689PA1988-07$19,597,849
16St Camillus Health Center Inc10101 W Wisconsin Avenue, Wauwatosa, WI 53226-4861WI1946-03$16,103,660
17Yellowwood Acres Inc, Westminster Village Kentuckiana2200 Greentree North, Clarksville, IN 47129-8965IN1984-03$14,507,229
18Shalom Park14800 E Belleview Dr, Aurora, CO 80015-2258CO1986-01$14,093,962
19Reformed Presbyterian Womans Assn2344 Perrysville Ave, Pittsburgh, PA 15214-3560PA1951-07$6,580,453
20Spring Valley House Corporation1215 Hulton Road, Oakmont, PA 15139PA1985-10$0
Number of organizations performing similar types of work
Alaska2
Alabama3
Arkansas5
Arizona12
California48
Colorado13
Connecticut21
District of Columbia6
Delaware3
Florida45
Georgia13
Hawaii2
Iowa22
Illinois54
Indiana25
Kansas14
Kentucky10
Louisiana8
Massachusetts16
Maryland26
Maine4
Michigan20
Minnesota41
Missouri22
Montana2
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey24
New Mexico1
New York45
Ohio45
Oklahoma4
Oregon12
Pennsylvania93
Rhode Island5
South Carolina8
South Dakota8
Tennessee14
Texas21
Utah2
Virginia23
Vermont1
Washington19
Wisconsin26
West Virginia4
Wyoming1
International2
Total829

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Phoebe Terrace Inc and has no official or unofficial affiliation with Phoebe Terrace Inc