FOXDALE VILLAGE CORPORATION Charity Report

Public IRS 990 nonprofit record

FOXDALE VILLAGE CORPORATION

EIN 25-1542218 · Human Services (P75Z)

What they do

FOXDALE VILLAGE is A QUAKER GUIDED NONPROFIT LIFE PLAN COMMUNITY PROVIDING HIGH QUALITY CARE for OLDER PEOPLE.FOXDALE VILLAGE is A QUAKER GUIDED COMMUNITY and OUR ORGANIZATIONS VALUES -- COMMUNITY, ACCEPTANCE, ENGAGEMENT, INCLUSION, CARING, FULFILLMENT and STEWARDSHIP -- REFLECT ITS FOUNDING HERITAGE. FOXDALE LEADS THE REGION IN ITS DELIVERY of VIBRANT and INNOVATIVE SERVICES PROVIDING HIGH QUALITY CARE to OUR RESIDENTS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.67%of revenue went to mission work90.6% of expenses · Program services

0.03%of revenue went to fundraising0.0% of expenses

$93.49spent for every $100 of revenueRevenue covered expenses this year.

8.79%of revenue went to management and office costs9.4% of expenses

$4.06in assets for every $1 spent this yearSome assets cannot be spent right away.

1.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $318,612 for MS TAMA CAREY (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$27,300,404

Mission workProgram services$23,115,74484.67% of revenue90.6% of expenses

ManagementOffice and general costs$2,399,1908.79% of revenue9.4% of expenses

FundraisingAsking for donations$9,0950.03% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$1,776,3756.51% of revenueShown in gray on the chart

Total expenses$25,524,02993.49% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.6% mission · 9.4% management · 0.0% fundraisingTotal expenses: 93.49% of revenue

2023Expense mix: 90.5% mission · 9.4% management · 0.0% fundraisingTotal expenses: 95.44% of revenue

2022Expense mix: 90.7% mission · 9.2% management · 0.0% fundraisingTotal expenses: 92.65% of revenue

2021Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 69.09% of revenue

2020Expense mix: 90.9% mission · 9.1% management · 0.0% fundraisingTotal expenses: 90.93% of revenue

2019Expense mix: 90.3% mission · 9.6% management · 0.0% fundraisingTotal expenses: 91.44% of revenue

2018Expense mix: 90.8% mission · 9.2% management · 0.0% fundraisingTotal expenses: 91.92% of revenue

2017Expense mix: 86.0% mission · 14.0% management · 0.0% fundraisingTotal expenses: 90.11% of revenue

Money in and money out

Revenue$27,300,404

Expenses$25,524,029

Annual surplus $1,776,375 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$23,115,744 · 90.6% of expenses

Management and office costs$2,399,190 · 9.4% of expenses

Fundraising$9,095 · 0.0% of expenses

See all reported dollar amounts

Revenue$27,300,404

Expenses$25,524,029

Assets$103,746,031

Income$27,304,733

Contributions$402,915

Mission work (program services)$23,115,744

Fundraising$9,095

Grants given$60,000

Average grant$20,000

Management and general$2,399,190

Executive compensation (total)$505,792

Stocks and bonds$43,387,463

Accounting fees$52,628

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MS TAMA CAREYCEO · 40 hrs/week $318,612Base $289,705 · Other $28,907

MS DEBORAH SHUGHARTCFO · 40 hrs/week $227,754Base $195,918 · Other $31,836

MS MARGARET CLOUSERDIRECTOR OF HEALTH SERVICES · 40 hrs/week $187,828Base $153,470 · Other $34,358

MS JENNIFER PETSULPN · 40 hrs/week $148,224Base $129,729 · Other $18,495

MS MARY JANE SCHREFFLERDIRECTOR OF HUMAN RESOURCES · 40 hrs/week $143,756Base $134,669 · Other $9,087

MR GIANCARLO BRADASCHIADIRECTOR OF IT · 40 hrs/week $137,432Base $119,583 · Other $17,849

MR PATRICK CANNONIECONTROLLER · 40 hrs/week $125,151Base $117,568 · Other $7,583

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

MS TAMA CAREYCEO

MS DEBORAH SHUGHARTCFO

MS MARGARET CLOUSERDIRECTOR OF HEALTH SERVICES

MS JENNIFER PETSULPN

MS MARY JANE SCHREFFLERDIRECTOR OF HUMAN RESOURCES

MR GIANCARLO BRADASCHIADIRECTOR OF IT

MR PATRICK CANNONIECONTROLLER

MS EMMA PRIYA MYERSBOARD MEMBER

MS NANCY EATONBOARD MEMBER

MS MARSHA BARTLETTBOARD MEMBER

MS LORNA AROCENABOARD MEMBER

MS LISA MARSHALLBOARD MEMBER

MS GRACE HAMPTONBOARD MEMBER

MR GLENDON BLUMEBOARD MEMBER

MR ERIC IAN FARMERBOARD MEMBER

MS BROSI BRADLEYRECORDING CLERK

MS BETH RESKOASSISTANT CLERK

MR THOMAS SCHRACKTREASURER

MR SELDEN SMITHBOARD MEMBER

MR ROB NICHOLASBOARD MEMBER

MR KEN MARTINCLERK

MR GLENN CARTERBOARD MEMBER

About this charity

Recognized since: January 1987
Location: 500 EAST MARYLYN AVENUE, STATE COLLEGE, PA 16801-6269
County: Centre
In care of: DEBORAH SHUGHART
Primary officer: DEBORAH SHUGHART, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Emailcareers@foxdalevillage.org Phone(814) 238-3322

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: RKL LLP
NTEE classification: Human Services (P75Z)
IRS tax category: Continuing Care Retirement Communities
Grant-giving organization: Yes