Civic Intelligence

The Phelps School

990 • Fiscal year 2018 • EIN 23-1365964

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

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

73rd percentile

0.51x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

1.82x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

21st percentile

$98,116

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

92nd percentile

37%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$14,263,097

Up $3,880,422 (+37%) from 2017

Net Assets

Up

$6,983,857

Up $502,546 (+7.8%) from 2017

Liabilities

Up

$7,279,240

Up $3,377,876 (+87%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin71st percentile

Revenue

Down

$4,001,017

Down $731,232 (-15%) from 2017

Expenses

Up

$3,498,471

Up $10,133 (+0.3%) from 2017

Net Income

Down

$502,546

Down $741,365 (-60%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2018

Assets$14,263,097
Liabilities$7,279,240
Net Assets$6,983,857
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$4,001,017
Expenses$3,498,471
Net Income$502,546
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$4,038,063
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$5,738,490$9,626,863▲ $3,888,373
Savings and Temporary Cash Investments$3,167,896$2,993,303▼ $174,593
Investments in Publicly Traded Securities$1,141,900$1,216,510▲ $74,610
Intangible Assets$74,385$124,817▲ $50,432
Inventories for Sale or Use$97,754$112,961▲ $15,207
Loans From Officers Directors$170,920$110,920▼ $60,000
Prepaid Expenses and Deferred Charges$110,819$83,678▼ $27,141
Accounts Receivable$31,568$83,650▲ $52,082
Cash and Non-Interest-Bearing Accounts$1,500$1,500→ $0
Total Assets$10,382,675$14,263,097▲ $3,880,422
Other Assets Total$18,363$19,815▲ $1,452
Liabilities
Tax Exempt Bond Liabilities$2,390,737$5,695,626▲ $3,304,889
Deferred Revenue$1,070,660$945,227▼ $125,433
Other Liabilities-$370,886-
Accounts Payable and Accrued Expenses$256,747$150,185▼ $106,562
Unsecured Notes Loans Payable$12,300$6,396▼ $5,904
Total Liabilities$3,901,364$7,279,240▲ $3,377,876
Net Assets / Fund Balance
Unrestricted Net Assets$6,481,311$6,983,857▲ $502,546
Total Net Assets Fund Balance$6,481,311$6,983,857▲ $502,546
Total Liabilities and Net Assets / Fund Balance$10,382,675$14,263,097▲ $3,880,422

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,875,994$3,254,841$7,130,835
Other Land Buildings$4,855,906$390,272$5,246,178
Equipment$354,227$607,983$962,210
Land$540,736-$540,736
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephany Phelps FaheyPresidentFT$75,385$22,731$98,116
Norman T PhelpsBoard ChairPT$83,850$13,186$97,036
Sandra StotzTrustee/compFT$78,425$4,562$82,987
Lyle BlissTrusteePT$15,000-$15,000

Board Members and Trustees

NameTitle
Bob GottschallTrustee
Erika N GrossTrustee
G Sean Robbins SabloskyTrustee
Glenn MankoTrustee
James BruceTrustee
Jon G HallTrustee
Justin SmithTrustee
Tiffany Phelps BrownTrustee
Andrew WilmerdingSecretary
Gerald FaheyTreasurer
Stephen GuenstVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$214,200
Program Service Revenue
$3,538,145
Investment Income
$119,473
Other Revenue
$129,199
All Other Contributions
$214,200
Change in Net Assets
$502,546

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,001,017
Revenue Not Reported on Form 990
$37,046
Total Revenue per Audited Statements
$4,038,063
Total Revenue per Form 990
$4,001,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,004,303
Other Expenses$1,494,168
Total Fundraising Expense$7,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,421,342$293,459$2,047$1,716,848
All Other Expenses$320,561$29,441$4,998$355,000
Depreciation Depletion$229,424$18,327-$247,751
Payroll Taxes$119,794$23,634$157$143,585
Other Employee Benefits$85,487$47,382$45$132,914
Insurance$71,751$19,073-$90,824
Interest$82,282--$82,282
Other Expenses$59,126$13,854-$59,126
Fees for Services Other$15,000$8,128-$23,128
Occupancy$18,000--$18,000
Fees for Services Accounting-$15,526-$15,526
Pension Plan Contributions$8,036$2,920-$10,956
Office Expenses$8,218$2,569-$10,787
Fees for Services Legal$5,365$109-$5,474
Conferences and Meetings$4,182--$4,182
Advertising-$250-$250
Total Functional Expenses$3,016,552$474,672$7,247$3,498,471

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,535,517
Expenses per Audited Statements$3,498,471
Total Expenses per Form 990$3,498,471
Expenses Not Reported on Form 990$37,046
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$44,850
Fundraising Direct Expenses$11,130
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$44,850$44,850$3,321$41,529
Total Events$44,850$44,850$11,130$33,720
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$18,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$170,920$110,920▼ $60,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retainage Payable$370,886

Bond Issues

BondIssuerIssuedIssue PricePurpose
BMortgage2017-09-13$5,000,000-
AConsolidated Mortgage2013-02-26$2,400,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----
B----

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 12C

“The board regularly reviews and monitors its policy by requiring board members to disclose business interests. All transactions with board members require board approval.”

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
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephany Phelps Fahey
Formed
1946
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
9
Employees
49

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

“Maintenance and repairs 56,357 0 0 athletic programs 30,409 0 0 instructional materials 27,873 0 0 textbooks expense 26,881 0 0 maintenance agreements 25,266 0 0 computer expenses 17,747 7,043 0 water & sewer 20,483 2,276 0 student medical insurance 22,303 0 0 investment fees 0 13,127 0 tuition commission 13,010 0 0 telephone 11,590 1,275 0 bad debts 10,613 0 0 graduation expense 9,871 0 0 eq rental & maintenance 9,802 0 0 gasoline 7,909 0 0 laundry expense 5,256 0 0 landscaping 5,215 0 0 fund raising expense 0 0 4,998 general and administrativ 0 4,710 0 yearbook expense 4,320 0 0 medical expense 3,977 0 0 automobile expense 3,159 0 0 credit card fees 2,888 0 0 counseling 2,672 0 0 dues & subscriptions 1,725 812 0 graduate study program 933 0 0 property taxes 302 0 0 collection fees 0 198 0 total 320,561 29,441 4,998”

Form 990, Part XI, Line 9

“Direct fundraising event expenses 11,130 rental expenses 25,916 direct fundraising event expenses -11,130 rental expenses -25,916”

Financial Statement Notes

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

“Direct fundraising event expenses 11,130 rental expenses 25,916”

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

“Direct fundraising event expenses 11,130 rental expenses 25,916”

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IRS990/Form990PartVIISectionAGrp/PersonNm13ERIKA N GROSS
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IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EVENT EXPENSES 11,130 RENTAL EXPENSES 25,916
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,263,097
Liabilities
$7,279,240
Net assets
$6,983,857
Revenue
$4,001,017
Expenses
$3,498,471
Net income
$502,546
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
2018Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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