Civic Intelligence

The Phelps School

990 • Fiscal year 2016 • EIN 23-1365964

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 25, 2016

Organization ProfileWWW.PHELPSSCHOOL.ORG

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583 Sugartown RoadMalvern, PA 19355

(610) 644-1754

Siviq Scores

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

Liabilities / Assets

66th percentile

0.36x

Higher debt load relative to assets than 66% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.69x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

53rd percentile

$126,041

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

8.4%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$8,211,841

Up $843,081 (+11%) from 2015

Net Assets

Up

$5,237,400

Up $863,350 (+20%) from 2015

Liabilities

Down

$2,974,441

Down $20,269 (-0.7%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin81st percentile

Revenue

Up

$4,295,523

Up $332,405 (+8.4%) from 2015

Expenses

Down

$3,432,173

Down $88,373 (-2.5%) from 2015

Net Income

Up

$863,350

Up $420,778 (+95%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $5,909,414Liabilities 2012: $2,359,589Net Assets 2012: $3,549,8252012Assets 2013: $6,615,242Liabilities 2013: $2,902,399Net Assets 2013: $3,712,8432013Assets 2014: $7,009,555Liabilities 2014: $3,078,077Net Assets 2014: $3,931,4782014Assets 2015: $7,368,760Liabilities 2015: $2,994,710Net Assets 2015: $4,374,0502015Assets 2016: $8,211,841Liabilities 2016: $2,974,441Net Assets 2016: $5,237,4002016Assets 2017: $10,382,675Liabilities 2017: $3,901,364Net Assets 2017: $6,481,3112017Assets 2018: $14,263,097Liabilities 2018: $7,279,240Net Assets 2018: $6,983,8572018Assets 2019: $16,228,316Liabilities 2019: $8,449,673Net Assets 2019: $7,778,6432019Assets 2020: $16,144,918Liabilities 2020: $8,296,337Net Assets 2020: $7,848,5812020Assets 2021: $16,167,706Liabilities 2021: $7,815,502Net Assets 2021: $8,352,2042021Assets 2022: $14,579,330Liabilities 2022: $6,690,164Net Assets 2022: $7,889,1662022Assets 2023: $14,701,532Liabilities 2023: $6,528,816Net Assets 2023: $8,172,7162023

Highlighted filing

2016

Assets$8,211,841
Liabilities$2,974,441
Net Assets$5,237,400
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $4,216,0142012Revenue 2013: $3,937,290Expenses 2013: $3,774,272Net Income 2013: $163,0182013Revenue 2014: $3,973,487Expenses 2014: $3,754,852Net Income 2014: $218,6352014Revenue 2015: $3,963,118Expenses 2015: $3,520,546Net Income 2015: $442,5722015Revenue 2016: $4,295,523Expenses 2016: $3,432,173Net Income 2016: $863,3502016Revenue 2017: $4,732,249Expenses 2017: $3,488,338Net Income 2017: $1,243,9112017Revenue 2018: $4,001,017Expenses 2018: $3,498,471Net Income 2018: $502,5462018Revenue 2019: $4,303,460Expenses 2019: $3,531,920Net Income 2019: $771,5402019Revenue 2020: $3,603,689Expenses 2020: $3,531,050Net Income 2020: $72,6392020Revenue 2021: $3,642,479Expenses 2021: $3,487,517Net Income 2021: $154,9622021Revenue 2022: $3,266,917Expenses 2022: $3,488,327Net Income 2022: -$221,4102022Revenue 2023: $3,753,708Expenses 2023: $3,560,675Net Income 2023: $193,0332023

Highlighted filing

2016

Revenue$4,295,523
Expenses$3,432,173
Net Income$863,350
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 25, 2016
Return Version
2015v2.1
Gross Receipts
$4,356,420
Mission and Program Overview

Mission

The phelps school is dedicated to a personalized education for the boy who seeks success academically, personally, and socially. Our first obligation is to create a caring, sensitive climate which emphasizes the positive in every situation. The student's educational program is planned in terms of his individual capacity, ability, needs and interests. This philosophy of dedication to the total development of each boy is accentuated by the disciplined atmosphere, small classes, and daily tutorial support. The environment is consistent, supportive, structured and combined with challenge, care and honesty. The phelps school is concerned with emphasizing the articulation and inculcation of personal moral values as an important part of our mission; educating the heart as well as the mind and body.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,804,037$5,031,339▲ $227,302
Savings and Temporary Cash Investments$1,252,594$1,831,095▲ $578,501
Investments in Publicly Traded Securities$1,047,751$1,069,247▲ $21,496
Loans From Officers Directors$230,920$205,920▼ $25,000
Inventories for Sale or Use$81,614$87,295▲ $5,681
Prepaid Expenses and Deferred Charges$58,780$84,908▲ $26,128
Intangible Assets$56,064$52,890▼ $3,174
Accounts Receivable$50,961$36,677▼ $14,284
Cash and Non-Interest-Bearing Accounts$1,500$1,500→ $0
Total Assets$7,368,760$8,211,841▲ $843,081
Other Assets Total$15,459$16,890▲ $1,431
Liabilities
Tax Exempt Bond Liabilities$1,568,227$1,502,410▼ $65,817
Deferred Revenue$897,152$1,051,904▲ $154,752
Accounts Payable and Accrued Expenses$274,304$196,004▼ $78,300
Unsecured Notes Loans Payable$24,107$18,203▼ $5,904
Total Liabilities$2,994,710$2,974,441▼ $20,269
Net Assets / Fund Balance
Unrestricted Net Assets$4,374,050$5,237,400▲ $863,350
Total Net Assets Fund Balance$4,374,050$5,237,400▲ $863,350
Total Liabilities and Net Assets / Fund Balance$7,368,760$8,211,841▲ $843,081

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,585,495$3,009,511$6,595,006
Other Land Buildings$727,680$513,604$1,241,284
Equipment$277,428$686,986$964,414
Land$440,736-$440,736
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norman T PhelpsBoard ChairPT$100,022$26,019$126,041
Stephany Phelps FaheyPresidentFT$74,000$15,220$89,220
Sandra StotzTrustee/compFT$63,389$3,934$67,323
Lyle BlissTrusteePT$15,000-$15,000
Stephen GuenstTrusteePT$64$2,400$2,464
Tiffany Phelps BrownTrustee-$7$1,800$1,807

Board Members and Trustees

NameTitle
Andrew WilmerdingTrustee
Frank EnglundTrustee
G Sean Robbins SabloskyTrustee
Glenn MankoTrustee
James BruceTrustee
Jon G HallTrustee
Justin SmithTrustee
Gerald FaheyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,575
Program Service Revenue
$3,983,182
Investment Income
$45,925
Other Revenue
$135,841
All Other Contributions
$129,075
Change in Net Assets
$863,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,295,523
Total Revenue per Audited Statements
$4,295,523
Total Revenue per Form 990
$4,295,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,893,433
Other Expenses$1,538,740
Total Fundraising Expense$99,812
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,271,287$321,806$48,800$1,641,893
All Other Expenses$373,990$26,979$39,782$440,751
Depreciation Depletion$193,986$22,573-$216,559
Payroll Taxes$113,165$24,066$4,243$141,474
Other Employee Benefits$56,931$44,211$546$101,688
Insurance$67,113$19,459$2,650$89,222
Interest$48,290$5,426$543$54,259
Other Expenses$51,725$6,112-$51,725
Fees for Services Other$18,485$23,807-$42,292
Occupancy$31,538--$31,538
Fees for Services Accounting-$14,750-$14,750
Pension Plan Contributions$5,495$2,883-$8,378
Office Expenses-$2,828$3,248$6,076
Conferences and Meetings$3,765--$3,765
Advertising-$2,280-$2,280
Total Functional Expenses$2,815,181$517,180$99,812$3,432,173

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,432,173
Total Expenses per Audited Statements$3,432,173
Total Expenses per Form 990$3,432,173
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,225
Fundraising Direct Expenses$40,362
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$39,340$39,340$4,584$34,756
Golf Outing$38,885$38,885$4,659$34,226
Total Events$78,225$78,225$40,362$37,863
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Norman PhelpsChairmanLeased Housing toNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$230,920$205,920▼ $25,000
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
AConsolidated Mortgage2013-02-26$1,717,833-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Norman phelps stephany fahey chairman president father/daughter norman phelps tiffany brown chairman trustee father/daughter norman phelps gerald fahey chairman treasurer father-in-law/son-in-law gerald fahey stephany fahey treasurer president husband/wife”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed and approved by the officers of the school before it is filed.”

Form 990, Page 6, Part VI, Line 15A

“Salaries for officers and management are reviewed annually by the board and officers of the school.”

Form 990, Page 6, Part VI, Line 15B

“Salaries for are reviewed annually by the board and officers of the school.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Phelps School
EIN
23-1365964
Phone
6106441754
Address
583 SUGARTOWN ROAD, MALVERN, PA 19355

Signing Officer

Name
Stephany Phelps Fahey
Title
President
Phone
6106441754
Signed
2016-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephany Phelps Fahey
Formed
1946
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
6
Employees
47

Preparer

Firm
Bliss & Company Ltd Cpas
Address
810 DOWNINGTOWN PIKE, WEST CHESTER, PA 19380-1935
Preparer
Charles a Hackett CPA Cva
Phone
6106961012
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The phelps school is dedicated to a personalized education for the boy who seeks success academically, personally, and socially. Our first obligation is to create a caring, sensitive climate which emphasizes the positive in every situation. The student's educational program is planned in terms of his individual capacity, ability, needs and interests. This philosophy of dedication to the total development of each boy is accentuated by the disciplined atmosphere, small classes, and daily tutorial support. The environment is consistent, supportive, structured and combined with challenge, care and honesty. The phelps school is concerned with emphasizing the articulation and inculcation of personal moral values as an important part of our mission; educating the heart as well as the mind and body.”

Form 990, Part IX, Line 24E

“Tuition commission 47,663 0 0 student activities 46,501 0 0 fund raising expense 0 0 39,782 student medical insurance 32,914 0 0 admissions expense 31,722 0 0 textbooks expense 28,943 0 0 computer expenses 16,320 8,210 0 athletic programs 24,360 0 0 maintenance agreements 23,181 0 0 instructional materials 18,432 0 0 telephone 11,513 1,279 0 school blazers 12,471 0 0 graduation expense 11,728 0 0 investment fees 0 11,288 0 landscaping 11,218 0 0 medical expense 11,023 0 0 gasoline 9,038 0 0 eq rental & maintenance 8,905 0 0 automobile expense 7,626 0 0 dues & subscriptions 4,807 1,503 0 laundry expense 5,733 0 0 yearbook expense 5,658 0 0 general and administrativ 0 3,697 0 bad debts 1,428 0 0 counseling 1,427 0 0 credit card fees 1,379 0 0 donations 0 700 0 collection fees 0 302 0”

Form 990, Part XI, Line 9

“Direct fundraising event expenses 0 direct fundraising event expenses 0”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Direct fundraising event expenses 0”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising event expenses 0”

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IRS990/MissionDesc0THE PHELPS SCHOOL IS DEDICATED TO A PERSONALIZED EDUCATION FOR THE BOY WHO SEEKS SUCCESS ACADEMICALLY, PERSONALLY, AND SOCIALLY. OUR FIRST OBLIGATION IS TO CREATE A CARING, SENSITIVE CLIMATE WHICH EMPHASIZES THE POSITIVE IN EVERY SITUATION. THE STUDENT'S EDUCATIONAL PROGRAM IS PLANNED IN TERMS OF HIS INDIVIDUAL CAPACITY, ABILITY, NEEDS AND INTERESTS. THIS PHILOSOPHY OF DEDICATION TO THE TOTAL DEVELOPMENT OF EACH BOY IS ACCENTUATED BY THE DISCIPLINED ATMOSPHERE, SMALL CLASSES, AND DAILY TUTORIAL SUPPORT. THE ENVIRONMENT IS CONSISTENT, SUPPORTIVE, STRUCTURED AND COMBINED WITH CHALLENGE, CARE AND HONESTY. THE PHELPS SCHOOL IS CONCERNED WITH EMPHASIZING THE ARTICULATION AND INCULCATION OF PERSONAL MORAL VALUES AS AN IMPORTANT PART OF OUR MISSION; EDUCATING THE HEART AS WELL AS THE MIND AND BODY.
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EVENT EXPENSES 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EVENT EXPENSES 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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IRS990ScheduleG/LicensedStatesCd0PA

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,211,841
Liabilities
$2,974,441
Net assets
$5,237,400
Revenue
$4,295,523
Expenses
$3,432,173
Net income
$863,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$6.53$8.17$3.75$3.56$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$6.69$7.89$3.27$3.49$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$7.82$8.35$3.64$3.49$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$8.30$7.85$3.60$3.53$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$8.45$7.78$4.30$3.53$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$7.28$6.98$4.00$3.50$0.50
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$3.90$6.48$4.73$3.49$1.24
2016Detailed filing. Detailed filing data is available for this year.$8.21$2.97$5.24$4.30$3.43$0.86
2015Detailed filing. Detailed filing data is available for this year.$7.37$2.99$4.37$3.96$3.52$0.44
2014Detailed filing. Detailed filing data is available for this year.$7.01$3.08$3.93$3.97$3.75$0.22
2013Summary only. Only limited summary data is available for this year.$6.62$2.90$3.71$3.94$3.77$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$2.36$3.55$4.22