Civic Intelligence

Phillips Exeter Academy

990 • Fiscal year 2011 • EIN 02-0222174

Jul 01, 2010 to Jun 30, 2011 • Filed on Apr 27, 2010

20 Main Street03833-2460
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.10x

Higher debt load relative to assets than 11% of similar nonprofits.

2011 filings • 501(c)3 • $1B+ nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

57th percentile

10.0%

Faster asset growth than 57% of similar nonprofits.

2011 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,297,006,603

No earlier filing loaded for comparison.

Net Assets

$1,171,492,948

No earlier filing loaded for comparison.

Liabilities

$125,513,655

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$98,336,389

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2011: $1,297,006,603Liabilities 2011: $125,513,655Net Assets 2011: $1,171,492,9482011Assets 2012: $1,295,083,866Liabilities 2012: $142,781,527Net Assets 2012: $1,152,302,3392012Assets 2013: $1,399,135,646Liabilities 2013: $132,869,389Net Assets 2013: $1,266,266,2572013Assets 2014: $1,511,337,203Liabilities 2014: $140,939,420Net Assets 2014: $1,370,397,7832014Assets 2015: $1,518,753,532Liabilities 2015: $146,978,469Net Assets 2015: $1,371,775,0632015Assets 2016: $1,508,967,364Liabilities 2016: $183,394,589Net Assets 2016: $1,325,572,7752016Assets 2017: $1,622,609,153Liabilities 2017: $174,626,481Net Assets 2017: $1,447,982,6722017Assets 2018: $1,713,668,931Liabilities 2018: $172,955,332Net Assets 2018: $1,540,713,5992018Assets 2019: $1,726,083,549Liabilities 2019: $178,875,778Net Assets 2019: $1,547,207,7712019Assets 2020: $1,715,514,168Liabilities 2020: $169,483,343Net Assets 2020: $1,546,030,8252020Assets 2021: $2,084,878,320Liabilities 2021: $209,930,191Net Assets 2021: $1,874,948,1292021Assets 2022: $1,905,644,826Liabilities 2022: $197,781,186Net Assets 2022: $1,707,863,6402022Assets 2023: $2,002,825,149Liabilities 2023: $191,873,185Net Assets 2023: $1,810,951,9642023Assets 2024: $2,078,494,595Liabilities 2024: $193,261,045Net Assets 2024: $1,885,233,5502024

Highlighted filing

2011

Assets$1,297,006,603
Liabilities$125,513,655
Net Assets$1,171,492,948

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0Expenses 2011: $98,336,3892011Expenses 2012: $98,138,8292012Expenses 2013: $102,238,5572013Revenue 2014: $169,997,187Expenses 2014: $108,784,256Net Income 2014: $61,212,9312014Revenue 2015: $135,393,715Expenses 2015: $113,244,067Net Income 2015: $22,149,6482015Revenue 2016: $192,251,642Expenses 2016: $117,402,702Net Income 2016: $74,848,9402016Revenue 2017: $145,340,776Expenses 2017: $124,133,443Net Income 2017: $21,207,3332017Revenue 2018: $196,784,881Expenses 2018: $126,325,308Net Income 2018: $70,459,5732018Revenue 2019: $175,100,100Expenses 2019: $129,183,833Net Income 2019: $45,916,2672019Revenue 2020: $161,625,804Expenses 2020: $131,491,472Net Income 2020: $30,134,3322020Revenue 2021: $245,618,588Expenses 2021: $141,057,738Net Income 2021: $104,560,8502021Revenue 2022: $231,466,382Expenses 2022: $143,695,561Net Income 2022: $87,770,8212022Revenue 2023: $153,586,037Expenses 2023: $153,168,212Net Income 2023: $417,8252023Revenue 2024: $187,279,148Expenses 2024: $158,188,218Net Income 2024: $29,090,9302024

Highlighted filing

2011

Revenue-
Expenses$98,336,389
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Apr 27, 2010
Return Version
2010v3.7
Gross Receipts
$392,396,718
Mission and Program Overview

Major Activities

Activity 2
SEE SCHEDULE O.
Activity 3
Auxiliary enterprises include student grill and gymstore which serve students during both summer and regular sessions.
Filing and Contact Details

Filer

EIN
02-0222174
Raw XML AppendixShowing 400 of 1,194 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Insurance/ManagementAndGeneral0224800
IRS990/Insurance/ProgramServices0539841
IRS990/Insurance/Total0795924
IRS990/Interest/Fundraising023522
IRS990/Interest/ManagementAndGeneral048240
IRS990/Interest/ProgramServices01896668
IRS990/Interest/Total01968430
IRS990/InventoriesForSaleOrUse/BOY0487684
IRS990/InventoriesForSaleOrUse/EOY0477307
IRS990/InvestmentIncomeCurrentYear017149378
IRS990/InvestmentIncome/ExclusionAmount03361708
IRS990/InvestmentIncomePriorYear017096785
IRS990/InvestmentIncome/TotalRevenueColumn04768729
IRS990/InvestmentIncome/UnrelatedBusinessRevenue01407021
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/BOY0654819261
IRS990/InvestmentsOtherSecurities/EOY0799285829
IRS990/InvestmentsPubTradedSecurities/BOY0116237125
IRS990/InvestmentsPubTradedSecurities/EOY0166268523
IRS990/InvestTaxExemptBonds0false
IRS990/LandBldgEquipmentAccumDeprec098775331
IRS990/LandBuildingsEquipmentBasis0283518842
IRS990/LandBuildingsEquipmentBasisNet/BOY0176275436
IRS990/LandBuildingsEquipmentBasisNet/EOY0184743511
IRS990/LessCostOthBasisSalesExpenses/Securities0297544392
IRS990/LoanToOfficerOrDQP0true
IRS990/LobbyingActivities0true
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0SEE SCHEDULE O.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfForeignCountry0HK
IRS990/NameOfPrincipalOfficerPerson0THOMAS E HASSAN
IRS990/NbrIndependentVotingMembers017
IRS990/NbrVotingGoverningBodyMembers018
IRS990/NbrVotingMembersGoverningBody018
IRS990/NetAssetsOrFundBalancesBOY01049188554
IRS990/NetAssetsOrFundBalancesEOY01171492948
IRS990/NetGainOrLossInvestments/ExclusionAmount012380649
IRS990/NetGainOrLossInvestments/TotalRevenueColumn012380649
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/ExclusionAmount0235745
IRS990/NetIncomeOrLoss/TotalRevenueColumn0235745

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,078$193$1,885$187$158$29.1
2023Detailed filing. Detailed filing data is available for this year.$2,003$192$1,811$154$153$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,906$198$1,708$231$144$87.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,085$210$1,875$246$141$105
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,716$169$1,546$162$131$30.1
2019Detailed filing. Detailed filing data is available for this year.$1,726$179$1,547$175$129$45.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,714$173$1,541$197$126$70.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,623$175$1,448$145$124$21.2
2016Detailed filing. Detailed filing data is available for this year.$1,509$183$1,326$192$117$74.8
2015Detailed filing. Detailed filing data is available for this year.$1,519$147$1,372$135$113$22.1
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1,511$141$1,370$170$109$61.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,399$133$1,266$102
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,295$143$1,152$98.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,297$126$1,171$98.3