Civic Intelligence

The Phelps School

990 • Fiscal year 2021 • EIN 23-1365964

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 20, 2022

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

75th percentile

0.48x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

2.15x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

32nd percentile

4.3%

Higher net margin than 32% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$101,527

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

23rd percentile

0.1%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

1.1%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$16,167,706

Up $22,788 (+0.1%) from 2020

Net Assets

Up

$8,352,204

Up $503,623 (+6.4%) from 2020

Liabilities

Down

$7,815,502

Down $480,835 (-5.8%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin32nd percentile

Revenue

Up

$3,642,479

Up $38,790 (+1.1%) from 2020

Expenses

Down

$3,487,517

Down $43,533 (-1.2%) from 2020

Net Income

Up

$154,962

Up $82,323 (+113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$16,167,706
Liabilities$7,815,502
Net Assets$8,352,204
Open 2021 Filing

Operations Trend

Revenue Growth32nd 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

2021

Revenue$3,642,479
Expenses$3,487,517
Net Income$154,962
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 20, 2022
Return Version
2020v4.0
Gross Receipts
$3,895,524
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$11,054,728$10,854,849▼ $199,879
Savings and Temporary Cash Investments$3,385,323$3,294,863▼ $90,460
Investments in Publicly Traded Securities$1,271,831$1,668,601▲ $396,770
Intangible Assets$109,825$100,828▼ $8,997
Inventories for Sale or Use$117,373$100,565▼ $16,808
Prepaid Expenses and Deferred Charges$111,800$64,773▼ $47,027
Loans From Officers Directors$85,920$60,920▼ $25,000
Accounts Receivable$69,779$57,568▼ $12,211
Cash and Non-Interest-Bearing Accounts$1,500$1,500→ $0
Total Assets$16,144,918$16,167,706▲ $22,788
Other Assets Total$22,759$24,159▲ $1,400
Liabilities
Tax Exempt Bond Liabilities$6,542,632$6,236,643▼ $305,989
Other Liabilities$496,366$496,366→ $0
Deferred Revenue$602,599$445,148▼ $157,451
Mortgage Notes Payable Secured by Investment Property$436,100$373,106▼ $62,994
Accounts Payable and Accrued Expenses$131,153$182,251▲ $51,098
Unsecured Notes Loans Payable$1,567$21,068▲ $19,501
Total Liabilities$8,296,337$7,815,502▼ $480,835
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,848,581$8,352,204▲ $503,623
Total Net Assets Fund Balance$7,848,581$8,352,204▲ $503,623
Total Liabilities and Net Assets / Fund Balance$16,144,918$16,167,706▲ $22,788

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,595,044$3,632,585$7,227,629
Other Land Buildings$6,390,744$360,226$6,750,970
Equipment$338,925$673,935$1,012,860
Land$530,136-$530,136
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephany Phelps FaheyPresidentFT$78,000$23,527$101,527
Norman T PhelpsBoard ChairPT$80,000$13,000$93,000
Sandra StotzTrustee/compFT$82,111$4,499$86,610

Board Members and Trustees

NameTitle
Bob GottschallTrustee
Erika N GrossTrustee
James BruceTrustee
Jon G HallTrustee
Lyle BlissTrustee
Andrew WilmerdingSecretary
Gerald FaheyTreasurer
Stephen GuenstVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$697,879
Program Service Revenue
$2,557,067
Investment Income
$99,071
Other Revenue
$288,462
All Other Contributions
$697,879
Change in Net Assets
$154,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,642,479
Revenue Not Reported on Form 990
$348,661
Total Revenue per Audited Statements
$3,991,140
Total Revenue per Form 990
$3,642,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,115,276
Other Expenses$1,372,241
Total Fundraising Expense$20,875
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,497,522$316,623$17,246$1,831,391
All Other Expenses$275,897$21,648$186$297,731
Depreciation Depletion$181,319$46,368-$227,687
Payroll Taxes$120,322$25,765$1,574$147,661
Other Employee Benefits$83,052$39,493$1,832$124,377
Insurance$64,130$17,186$37$81,353
Interest$57,816--$57,816
Other Expenses$40,613$2,287-$42,900
Occupancy$24,006--$24,006
Fees for Services Legal-$23,245-$23,245
Office Expenses$13,084$3,967-$17,051
Fees for Services Accounting-$16,779-$16,779
Pension Plan Contributions$8,867$2,980-$11,847
Fees for Services Other$1,080$10,685-$11,765
Conferences and Meetings$1,130--$1,130
Total Functional Expenses$2,925,762$540,880$20,875$3,487,517

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,487,517
Total Expenses per Audited Statements$3,487,517
Total Expenses per Form 990$3,487,517
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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$24,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$85,920$60,920▼ $25,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retainage Payable$496,366

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 35% controlled entity
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 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
2022-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephany Phelps Fahey
Formed
1946
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
7
Employees
51

Preparer

Firm
Bliss & Company
Address
810 DOWNINGTOWN PIKE, WEST CHESTER, PA 19380-1935
Preparer
Daniel J Harris
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.”

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IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03895524
IRS990/GrossRentsGrp/RealAmt0485728
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt037
IRS990/InsuranceGrp/ManagementAndGeneralAmt017186
IRS990/InsuranceGrp/ProgramServicesAmt064130
IRS990/InsuranceGrp/TotalAmt081353
IRS990/IntangibleAssetsGrp/BOYAmt0109825
IRS990/IntangibleAssetsGrp/EOYAmt0100828
IRS990/InterestGrp/ProgramServicesAmt057816
IRS990/InterestGrp/TotalAmt057816
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0117373
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0100565
IRS990/InvestmentIncomeGrp/ExclusionAmt099071
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt099071
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01271831
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01668601
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04666746
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011054728
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010854849
IRS990/LandBldgEquipCostOrOtherBssAmt015521595
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt0253045
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt085920
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt060920
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0436100
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0373106
IRS990/NetAssetsOrFundBalancesBOYAmt07848581
IRS990/NetAssetsOrFundBalancesEOYAmt08352204
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0232683
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0232683
IRS990/NetUnrlzdGainsLossesInvstAmt0348661
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07848581
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08352204
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt024006
IRS990/OccupancyGrp/TotalAmt024006
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03967
IRS990/OfficeExpensesGrp/ProgramServicesAmt013084
IRS990/OfficeExpensesGrp/TotalAmt017051
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022759
IRS990/OtherAssetsTotalGrp/EOYAmt024159
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01832
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039493
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt083052
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0124377
IRS990/OtherExpensesGrp/Desc0FOOD AND KITCHEN EXPENSE
IRS990/OtherExpensesGrp/Desc1ELECTRICAL, GAS AND HEAT
IRS990/OtherExpensesGrp/Desc2MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc3COMPUTER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12287
IRS990/OtherExpensesGrp/ProgramServicesAmt0372864
IRS990/OtherExpensesGrp/ProgramServicesAmt1122909
IRS990/OtherExpensesGrp/ProgramServicesAmt261151
IRS990/OtherExpensesGrp/ProgramServicesAmt340613
IRS990/OtherExpensesGrp/TotalAmt0372864
IRS990/OtherExpensesGrp/TotalAmt1136763
IRS990/OtherExpensesGrp/TotalAmt261151
IRS990/OtherExpensesGrp/TotalAmt342900
IRS990/OtherLiabilitiesGrp/BOYAmt0496366
IRS990/OtherLiabilitiesGrp/EOYAmt0496366
IRS990/OtherRevenueMiscGrp/Desc0DISPOSAL OF ASSETS
IRS990/OtherRevenueMiscGrp/ExclusionAmt055779
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055779
IRS990/OtherRevenueTotalAmt055779
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017246
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0316623
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01497522
IRS990/OtherSalariesAndWagesGrp/TotalAmt01831391
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01574
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025765
IRS990/PayrollTaxesGrp/ProgramServicesAmt0120322
IRS990/PayrollTaxesGrp/TotalAmt0147661
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02980
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08867
IRS990/PensionPlanContributionsGrp/TotalAmt011847
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0111800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt064773
IRS990/PrincipalOfficerNm0STEPHANY PHELPS FAHEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1BOOKSTORE
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02516214
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138192
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22661
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02516214
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138192
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22661
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0231178
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt051526
IRS990/PYOtherExpensesAmt01392869
IRS990/PYOtherRevenueAmt049964
IRS990/PYProgramServiceRevenueAmt03271021
IRS990/PYRevenuesLessExpensesAmt072639
IRS990/PYSalariesCompEmpBnftPaidAmt02138181
IRS990/PYTotalExpensesAmt03531050
IRS990/PYTotalRevenueAmt03603689
IRS990/ReconcilationRevenueExpnssAmt0154962
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0232683
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02557067
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03385323
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03294863
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03595044
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03632585
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07227629
IRS990ScheduleD/EquipmentGrp/BookValueAmt0338925
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0673935
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01012860
IRS990ScheduleD/ExpensesSubtotalAmt03487517
IRS990ScheduleD/LandGrp/BookValueAmt0530136
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0530136
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0348661
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06390744
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0360226
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06750970
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0496366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETAINAGE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0348661
IRS990ScheduleD/RevenueSubtotalAmt03642479
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010854849
IRS990ScheduleD/TotalExpensesPerForm990Amt03487517
IRS990ScheduleD/TotalLiabilityAmt0496366
IRS990ScheduleD/TotalRevenuePerForm990Amt03642479
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03991140
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03487517
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0INCLUDED IN SCHOOL BROCHURE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd1B
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd1false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02013-02-26
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt12017-09-13
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd1false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt02400000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt15000000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0CONSOLIDATED MORTGAGE
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt1MORTGAGE
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd1false

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,167,706
Liabilities
$7,815,502
Net assets
$8,352,204
Revenue
$3,642,479
Expenses
$3,487,517
Net income
$154,962
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits