Civic Intelligence

The Phelps School

990 • Fiscal year 2022 • EIN 23-1365964

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 01, 2023

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

74th percentile

0.46x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

2.05x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

19th percentile

-6.8%

Higher net margin than 19% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

22nd percentile

$96,544

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

20th percentile

-9.8%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

26th percentile

-10%

Faster revenue growth than 26% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$14,579,330

Down $1,588,376 (-9.8%) from 2021

Net Assets

Down

$7,889,166

Down $463,038 (-5.5%) from 2021

Liabilities

Down

$6,690,164

Down $1,125,338 (-14%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin19th percentile

Revenue

Down

$3,266,917

Down $375,562 (-10%) from 2021

Expenses

Up

$3,488,327

Up $810 (+0.0%) from 2021

Net Income

Down

-$221,410

Down $376,372 (-243%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$14,579,330
Liabilities$6,690,164
Net Assets$7,889,166
Open 2022 Filing

Operations Trend

Revenue Growth26th 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

2022

Revenue$3,266,917
Expenses$3,488,327
Net Income-$221,410
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 1, 2023
Return Version
2021v4.0
Gross Receipts
$3,513,191
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$10,854,849$10,699,868▼ $154,981
Savings and Temporary Cash Investments$3,294,863$2,072,370▼ $1,222,493
Investments in Publicly Traded Securities$1,668,601$1,442,793▼ $225,808
Prepaid Expenses and Deferred Charges$64,773$100,793▲ $36,020
Intangible Assets$100,828$91,830▼ $8,998
Inventories for Sale or Use$100,565$89,516▼ $11,049
Loans From Officers Directors$60,920$60,920→ $0
Accounts Receivable$57,568$55,076▼ $2,492
Cash and Non-Interest-Bearing Accounts$1,500$1,500→ $0
Total Assets$16,167,706$14,579,330▼ $1,588,376
Other Assets Total$24,159$25,584▲ $1,425
Liabilities
Tax Exempt Bond Liabilities$6,236,643$5,427,551▼ $809,092
Other Liabilities$496,366$496,366→ $0
Deferred Revenue$445,148$444,917▼ $231
Mortgage Notes Payable Secured by Investment Property$373,106--
Accounts Payable and Accrued Expenses$182,251$249,876▲ $67,625
Unsecured Notes Loans Payable$21,068$10,534▼ $10,534
Total Liabilities$7,815,502$6,690,164▼ $1,125,338
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,352,204$7,889,166▼ $463,038
Total Net Assets Fund Balance$8,352,204$7,889,166▼ $463,038
Total Liabilities and Net Assets / Fund Balance$16,167,706$14,579,330▼ $1,588,376

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,490,544$3,781,806$7,272,350
Other Land Buildings$6,346,152$377,399$6,723,551
Equipment$333,036$709,078$1,042,114
Land$530,136-$530,136
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephany Phelps FaheyPresidentFT$78,000$18,544$96,544
Sandra StotzTrustee/compFT$82,781$4,478$87,259
Norman T PhelpsBoard ChairPT$79,106$3,050$82,156

Board Members and Trustees

NameTitle
Erika N GrossTrustee
James BruceTrustee
Jon G HallTrustee
Justin SmithTrustee
Lyle BlissTrustee
Robert GottschallTrustee
Andrew WilmerdingSecretary
Gerald FaheyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$605,943
Program Service Revenue
$2,429,178
Investment Income
$82,342
Other Revenue
$149,454
All Other Contributions
$605,943
Change in Net Assets
$-221,410

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,266,917
Revenue Not Reported on Form 990
$-241,628
Total Revenue per Audited Statements
$3,025,289
Total Revenue per Form 990
$3,266,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,086,823
Other Expenses$1,401,504
Total Fundraising Expense$42,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,460,991$320,943$33,308$1,815,242
All Other Expenses$309,534$21,707$2,810$334,051
Depreciation Depletion$173,537$50,571-$224,108
Payroll Taxes$122,743$24,296$2,592$149,631
Other Employee Benefits$75,861$33,535$3,336$112,732
Insurance$71,356$17,757$250$89,363
Other Expenses$47,292$300-$47,592
Interest$46,617--$46,617
Fees for Services Other$5,825$14,264-$20,089
Fees for Services Accounting-$17,185-$17,185
Office Expenses$11,557$3,531-$15,088
Occupancy$12,000--$12,000
Pension Plan Contributions$5,818$3,400-$9,218
Fees for Services Legal-$5,950-$5,950
Conferences and Meetings$1,246--$1,246
Total Functional Expenses$2,919,088$526,943$42,296$3,488,327

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,488,327
Total Expenses per Audited Statements$3,488,327
Total Expenses per Form 990$3,488,327
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$12,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$60,920$60,920→ $0
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
2023-02-01
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
55

Preparer

Firm
Bliss & Company
Address
810 DOWNINGTOWN PIKE, WEST CHESTER, PA 19380-1935
Preparer
Daniel J Harris CPA
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/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03513191
IRS990/GrossRentsGrp/RealAmt0396144
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0250
IRS990/InsuranceGrp/ManagementAndGeneralAmt017757
IRS990/InsuranceGrp/ProgramServicesAmt071356
IRS990/InsuranceGrp/TotalAmt089363
IRS990/IntangibleAssetsGrp/BOYAmt0100828
IRS990/IntangibleAssetsGrp/EOYAmt091830
IRS990/InterestGrp/ProgramServicesAmt046617
IRS990/InterestGrp/TotalAmt046617
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0100565
IRS990/InventoriesForSaleOrUseGrp/EOYAmt089516
IRS990/InvestmentIncomeGrp/ExclusionAmt082342
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082342
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01668601
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01442793
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04868283
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010854849
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010699868
IRS990/LandBldgEquipCostOrOtherBssAmt015568151
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt0246274
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt060920
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/BOYAmt0373106
IRS990/NetAssetsOrFundBalancesBOYAmt08352204
IRS990/NetAssetsOrFundBalancesEOYAmt07889166
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0149870
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0149870
IRS990/NetUnrlzdGainsLossesInvstAmt0-241628
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08352204
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07889166
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012000
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03531
IRS990/OfficeExpensesGrp/ProgramServicesAmt011557
IRS990/OfficeExpensesGrp/TotalAmt015088
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt024159
IRS990/OtherAssetsTotalGrp/EOYAmt025584
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03336
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033535
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt075861
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0112732
IRS990/OtherExpensesGrp/Desc0FOOD AND KITCHEN EXPENSE
IRS990/OtherExpensesGrp/Desc1ELECTRICAL, GAS AND HEAT
IRS990/OtherExpensesGrp/Desc2MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc3COMPUTER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013504
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ProgramServicesAmt0387231
IRS990/OtherExpensesGrp/ProgramServicesAmt1121539
IRS990/OtherExpensesGrp/ProgramServicesAmt265941
IRS990/OtherExpensesGrp/ProgramServicesAmt347292
IRS990/OtherExpensesGrp/TotalAmt0387231
IRS990/OtherExpensesGrp/TotalAmt1135043
IRS990/OtherExpensesGrp/TotalAmt265941
IRS990/OtherExpensesGrp/TotalAmt347592
IRS990/OtherLiabilitiesGrp/BOYAmt0496366
IRS990/OtherLiabilitiesGrp/EOYAmt0496366
IRS990/OtherRevenueMiscGrp/Desc0DISPOSAL OF ASSETS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-416
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-416
IRS990/OtherRevenueTotalAmt0-416
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt033308
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0320943
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01460991
IRS990/OtherSalariesAndWagesGrp/TotalAmt01815242
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02592
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024296
IRS990/PayrollTaxesGrp/ProgramServicesAmt0122743
IRS990/PayrollTaxesGrp/TotalAmt0149631
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03400
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05818
IRS990/PensionPlanContributionsGrp/TotalAmt09218
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064773
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0100793
IRS990/PrincipalOfficerNm0STEPHANY PHELPS FAHEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1BOOKSTORE
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02386942
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140423
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02386942
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21813
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0697879
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt099071
IRS990/PYOtherExpensesAmt01372241
IRS990/PYOtherRevenueAmt0288462
IRS990/PYProgramServiceRevenueAmt02557067
IRS990/PYRevenuesLessExpensesAmt0154962
IRS990/PYSalariesCompEmpBnftPaidAmt02115276
IRS990/PYTotalExpensesAmt03487517
IRS990/PYTotalRevenueAmt03642479
IRS990/ReconcilationRevenueExpnssAmt0-221410
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0149870
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02429178
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03294863
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02072370
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03490544
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03781806
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07272350
IRS990ScheduleD/EquipmentGrp/BookValueAmt0333036
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0709078
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01042114
IRS990ScheduleD/ExpensesSubtotalAmt03488327
IRS990ScheduleD/LandGrp/BookValueAmt0530136
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0530136
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-241628
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06346152
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0377399
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06723551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0496366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETAINAGE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-241628
IRS990ScheduleD/RevenueSubtotalAmt03266917
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010699868
IRS990ScheduleD/TotalExpensesPerForm990Amt03488327
IRS990ScheduleD/TotalLiabilityAmt0496366
IRS990ScheduleD/TotalRevenuePerForm990Amt03266917
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03025289
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03488327
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
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd1false

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,579,330
Liabilities
$6,690,164
Net assets
$7,889,166
Revenue
$3,266,917
Expenses
$3,488,327
Net income
-$221,410
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
2022Detailed filing. Detailed filing data is available for this year.$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

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