Civic Intelligence

Phoenix Academy Day School

990 • Fiscal year 2013 • EIN 02-0732028

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 29, 2014

Organization ProfilePHOENIXACADEMYOMAHA.ORG
1110 North 66th StreetOmaha, NE 68132

(402) 390-0556

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.04x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

57th percentile

$65,246

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,635,861

Up $238,022 (+17%) from 2012

Net Assets

Up

$1,600,880

Up $204,101 (+15%) from 2012

Liabilities

Up

$34,981

Up $33,921 (+3200%) from 2012

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

$848,920

No earlier filing loaded for comparison.

Expenses

Up

$625,713

Up $34,254 (+5.8%) from 2012

Net Income

$223,207

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,305,628Liabilities 2011: $1,524Net Assets 2011: $1,304,1042011Assets 2012: $1,397,839Liabilities 2012: $1,060Net Assets 2012: $1,396,7792012Assets 2013: $1,635,861Liabilities 2013: $34,981Net Assets 2013: $1,600,8802013Assets 2014: $1,794,611Liabilities 2014: $54,495Net Assets 2014: $1,740,1162014Assets 2015: $4,260,779Liabilities 2015: $168,648Net Assets 2015: $4,092,1312015Assets 2016: $4,623,414Liabilities 2016: $36,301Net Assets 2016: $4,587,1132016Assets 2017: $4,492,266Liabilities 2017: $53,945Net Assets 2017: $4,438,3212017Assets 2018: $4,419,538Liabilities 2018: $22,071Net Assets 2018: $4,397,4672018Assets 2019: $4,549,761Liabilities 2019: $115,536Net Assets 2019: $4,434,2252019Assets 2020: $4,217,199Liabilities 2020: $20,197Net Assets 2020: $4,197,0022020Assets 2021: $4,206,324Liabilities 2021: $46,944Net Assets 2021: $4,159,3802021Assets 2022: $4,142,212Liabilities 2022: $47,231Net Assets 2022: $4,094,9812022Assets 2023: $6,578,545Liabilities 2023: $65,150Net Assets 2023: $6,513,3952023Assets 2024: $6,718,618Liabilities 2024: $81,406Net Assets 2024: $6,637,2122024

Highlighted filing

2013

Assets$1,635,861
Liabilities$34,981
Net Assets$1,600,880
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $514,7102011Expenses 2012: $591,4592012Revenue 2013: $848,920Expenses 2013: $625,713Net Income 2013: $223,2072013Revenue 2014: $931,231Expenses 2014: $791,995Net Income 2014: $139,2362014Revenue 2015: $3,357,020Expenses 2015: $1,005,006Net Income 2015: $2,352,0142015Revenue 2016: $2,524,996Expenses 2016: $1,182,922Net Income 2016: $1,342,0742016Revenue 2017: $1,189,845Expenses 2017: $1,338,637Net Income 2017: -$148,7922017Revenue 2018: $1,270,815Expenses 2018: $1,311,669Net Income 2018: -$40,8542018Revenue 2019: $698,383Expenses 2019: $661,625Net Income 2019: $36,7582019Revenue 2020: $1,182,897Expenses 2020: $1,420,120Net Income 2020: -$237,2232020Revenue 2021: $1,315,717Expenses 2021: $1,353,339Net Income 2021: -$37,6222021Revenue 2022: $1,441,990Expenses 2022: $1,506,389Net Income 2022: -$64,3992022Revenue 2023: $3,980,166Expenses 2023: $1,561,752Net Income 2023: $2,418,4142023Revenue 2024: $1,826,375Expenses 2024: $1,912,198Net Income 2024: -$85,8232024

Highlighted filing

2013

Revenue$848,920
Expenses$625,713
Net Income$223,207
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 29, 2014
Return Version
2013v3.0
Gross Receipts
$961,589
Mission and Program Overview

Mission

To educate and inspire students with learning differences to realize their academic potential in a traditional classroom setting and to help them become successful in school and life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$927,519$902,916▼ $24,603
Savings and Temporary Cash Investments$353,340$558,037▲ $204,697
Cash and Non-Interest-Bearing Accounts$113,674$163,543▲ $49,869
Accounts Receivable-$7,865-
Intangible Assets$3,306$3,500▲ $194
Total Assets$1,397,839$1,635,861▲ $238,022
Liabilities
Other Liabilities$1,060$33,631▲ $32,571
Accounts Payable and Accrued Expenses-$1,350-
Total Liabilities$1,060$34,981▲ $33,921
Net Assets / Fund Balance
Unrestricted Net Assets$1,396,779$1,572,811▲ $176,032
Temporarily Rstr Net Assets-$28,069-
Total Net Assets Fund Balance$1,396,779$1,600,880▲ $204,101
Total Liabilities and Net Assets / Fund Balance$1,397,839$1,635,861▲ $238,022

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$570,845$35,326$606,171
Land$295,772-$295,772
Equipment$36,299$39,177$75,476
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy LiebermannExecutive DirectorFT$63,446$1,800$65,246

Board Members and Trustees

NameTitle
Sara WoodsPresident
Joan AllenVice President
Ann MactierDirector
Daniel GuinanDirector
Dianne DeslerDirector
George LozierDirector
Jan Mactier MoriartyDirector
Lisa GotsdinerDirector
Peter ZandbergenDirector
Polina SchlottDirector
Jill PrinzAssistant Treasurer
Dianne Seeman LozierSecretary
Trayce WohlersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$666,967
Program Service Revenue
$229,048
Investment Income
$574
Other Revenue
$-47,669
All Other Contributions
$362,915
Change in Net Assets
$223,207

Audited Revenue Reconciliation

Revenue per Audited Statements
$848,920
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$848,920
Total Revenue per Form 990
$848,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$414,500
Other Expenses$211,213
Total Fundraising Expense$53,756
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$279,346$25,773$12,921$318,040
Current Officers, Directors, Trustees, and Key Employees$39,148$19,573$6,525$65,246
Occupancy$47,404$2,549$1,019$50,972
Advertising$38,295-$2,016$40,311
Payroll Taxes$26,257$3,469$1,488$31,214
Depreciation Depletion$27,546$1,481$592$29,619
Insurance$15,348$1,018$394$16,760
Office Expenses$12,508--$12,508
Fees for Services Accounting-$5,415-$5,415
All Other Expenses$2,561$36$1,543$4,140
Other Expenses$3,976-$27,191$3,976
Information Technology$3,108$167$67$3,342
Fees for Services Other$1,825--$1,825
Conferences and Meetings$1,386--$1,386
Travel$326--$326
Total Functional Expenses$512,476$59,481$53,756$625,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$625,713
Total Expenses per Audited Statements$625,713
Total Expenses per Form 990$625,713
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$112,669
Fundraising Gross Income$65,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$369,052$65,000$83,120$-18,120
Total Events$369,052$65,000$112,669$-47,669
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$18,928
Prepaid Tuition$11,290
Accrued Insurance$3,413
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the finance committee prior to filing and presented to the executive committee and the full board.”

Form 990, Part VI, Section B, Line 15

“Compensation of other k-8 institutions are reviewed on an annual basis. Comparable salaries for similar positions are reviewed in addition to performance for any adjustment to compensation. A review of benefits of these other institutions are also considered in striving for a comparable compensation for the employees of phoenix academy day school.”

Form 990, Part VI, Section C, Line 19

“Documents would be available upon request after determining if the request is made by an agency with the right to examine the documents.”

Filing and Contact Details

Filer

EIN
02-0732028
Phone
4023900556

Signing Officer

Name
Sara Woods
Title
President
Phone
4023900556
Signed
2014-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Liebermann
Formed
1991
Legal Domicile
Ne
Voting Board Members
13
Independent Board Members
13
Employees
30
Volunteers
20

Preparer

Preparer
Cheryl Eliason
Phone
4023340600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting standards require disclosure and recognition in financial statements of positions taken in a tax return regarding the treatment of transactions and events that more than likely would not be sustained upon examination by tax authorities. The academy believes it complies with all relevant tax laws and regulations, and has no significant uncertain tax positions. Therefore, no liability for uncertain taxes has been recorded in the financial statements. The academy is no longer subject to examinations by tax authorities for years before 2010.”

Raw XML AppendixShowing 400 of 478 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/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/LandBldgEquipCostOrOtherBssAmt0977419
IRS990/LegalDomicileStateCd0NE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO EDUCATE AND INSPIRE STUDENTS WITH LEARNING DIFFERENCES TO REALIZE THEIR ACADEMIC POTENTIAL IN A TRADITIONAL CLASSROOM SETTING AND TO HELP THEM BECOME SUCCESSFUL IN SCHOOL AND LIFE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01396779
IRS990/NetAssetsOrFundBalancesEOYAmt01600880
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-47669
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-47669
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01019
IRS990/OccupancyGrp/ManagementAndGeneralAmt02549
IRS990/OccupancyGrp/ProgramServicesAmt047404
IRS990/OccupancyGrp/TotalAmt050972
IRS990/OfficeExpensesGrp/ProgramServicesAmt012508
IRS990/OfficeExpensesGrp/TotalAmt012508
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1STUDENT SUPPLIES & EXPE
IRS990/OtherExpensesGrp/Desc2BOOKS
IRS990/OtherExpensesGrp/Desc3POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt027191
IRS990/OtherExpensesGrp/ProgramServicesAmt07232
IRS990/OtherExpensesGrp/ProgramServicesAmt16210
IRS990/OtherExpensesGrp/ProgramServicesAmt23976
IRS990/OtherExpensesGrp/TotalAmt027191
IRS990/OtherExpensesGrp/TotalAmt17232
IRS990/OtherExpensesGrp/TotalAmt26210
IRS990/OtherExpensesGrp/TotalAmt33976
IRS990/OtherLiabilitiesGrp/BOYAmt01060
IRS990/OtherLiabilitiesGrp/EOYAmt033631
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012921
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025773
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0279346
IRS990/OtherSalariesAndWagesGrp/TotalAmt0318040
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01488
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03469
IRS990/PayrollTaxesGrp/ProgramServicesAmt026257
IRS990/PayrollTaxesGrp/TotalAmt031214
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY LIEBERMANN
IRS990/PriorPeriodAdjustmentsAmt0-19106
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0229048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0229048
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0454604
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0260
IRS990/PYOtherExpensesAmt0240079
IRS990/PYOtherRevenueAmt08787
IRS990/PYProgramServiceRevenueAmt0220484
IRS990/PYRevenuesLessExpensesAmt092676
IRS990/PYSalariesCompEmpBnftPaidAmt0351380
IRS990/PYTotalExpensesAmt0591459
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0684135
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0223207
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0229048
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0353340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0558037
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0570845
IRS990ScheduleD/BuildingsGrp/DepreciationAmt035326
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0606171
IRS990ScheduleD/EquipmentGrp/BookValueAmt036299
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039177
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt075476
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0625713
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0295772
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0295772
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt018928
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13413
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt211290
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INSURANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PREPAID TUITION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0848920
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS REQUIRE DISCLOSURE AND RECOGNITION IN FINANCIAL STATEMENTS OF POSITIONS TAKEN IN A TAX RETURN REGARDING THE TREATMENT OF TRANSACTIONS AND EVENTS THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ACADEMY BELIEVES IT COMPLIES WITH ALL RELEVANT TAX LAWS AND REGULATIONS, AND HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS. THEREFORE, NO LIABILITY FOR UNCERTAIN TAXES HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE ACADEMY IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0902916
IRS990ScheduleD/TotalExpensesPerForm990Amt0625713
IRS990ScheduleD/TotalLiabilityAmt033631
IRS990ScheduleD/TotalRevenuePerForm990Amt0848920
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0848920
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0625713
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NONDISCRIMINATORY POLICY IS AN INTEGRAL PART OF ALL NEWSPAPER AND BROADCAST MEDIA WHEN SOLICITATING FOR STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0304052
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0304052
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0112669
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt029549
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt029549
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0369052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0369052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt065000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt065000
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-47669
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt083120
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt083120
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING AND PRESENTED TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION OF OTHER K-8 INSTITUTIONS ARE REVIEWED ON AN ANNUAL BASIS. COMPARABLE SALARIES FOR SIMILAR POSITIONS ARE REVIEWED IN ADDITION TO PERFORMANCE FOR ANY ADJUSTMENT TO COMPENSATION. A REVIEW OF BENEFITS OF THESE OTHER INSTITUTIONS ARE ALSO CONSIDERED IN STRIVING FOR A COMPARABLE COMPENSATION FOR THE EMPLOYEES OF PHOENIX ACADEMY DAY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS WOULD BE AVAILABLE UPON REQUEST AFTER DETERMINING IF THE REQUEST IS MADE BY AN AGENCY WITH THE RIGHT TO EXAMINE THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,635,861
Liabilities
$34,981
Net assets
$1,600,880
Revenue
$848,920
Expenses
$625,713
Net income
$223,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.72$0.08$6.64$1.83$1.91$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.58$0.07$6.51$3.98$1.56$2.42
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.05$4.09$1.44$1.51$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.21$0.05$4.16$1.32$1.35$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.02$4.20$1.18$1.42$0.24
2019Summary only. Only limited summary data is available for this year.$4.55$0.12$4.43$0.70$0.66$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.02$4.40$1.27$1.31$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.05$4.44$1.19$1.34$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.62$0.04$4.59$2.52$1.18$1.34
2015Detailed filing. Detailed filing data is available for this year.$4.26$0.17$4.09$3.36$1.01$2.35
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.05$1.74$0.93$0.79$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.03$1.60$0.85$0.63$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.30$0.51