Civic Intelligence

The Phelps School

990 • Fiscal year 2025 • EIN 23-1365964

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 08, 2025

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

0.44x

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

2.15x

Higher debt load relative to revenue than 92% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

11th percentile

-14%

Higher net margin than 11% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

19th percentile

$94,777

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

31st percentile

0.1%

Faster asset growth than 31% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

17th percentile

-11%

Faster revenue growth than 17% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$13,798,531

Down $903,001 (-6.1%) from 2023

Net Assets

Down

$7,786,150

Down $386,566 (-4.7%) from 2023

Liabilities

Down

$6,012,381

Down $516,435 (-7.9%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin11th percentile

Revenue

Down

$2,790,370

Down $963,338 (-26%) from 2023

Expenses

Down

$3,171,878

Down $388,797 (-11%) from 2023

Net Income

Down

-$381,508

Down $574,541 (-298%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth31st 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: $8,172,7162023Assets 2025: $13,798,531Liabilities 2025: $6,012,381Net Assets 2025: $7,786,1502025

Highlighted filing

2025

Assets$13,798,531
Liabilities$6,012,381
Net Assets$7,786,150
Open 2025 Filing

Operations Trend

Revenue Growth17th 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: $193,0332023Revenue 2025: $2,790,370Expenses 2025: $3,171,878Net Income 2025: -$381,5082025

Highlighted filing

2025

Revenue$2,790,370
Expenses$3,171,878
Net Income-$381,508
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 8, 2025
Return Version
2024v5.0
Gross Receipts
$3,026,269
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$10,564,463$10,037,988▼ $526,475
Savings and Temporary Cash Investments$2,024,298$3,291,241▲ $1,266,943
Investments in Publicly Traded Securities$135,251$142,812▲ $7,561
Accounts Receivable$793,582$93,316▼ $700,266
Prepaid Expenses and Deferred Charges$82,500$85,184▲ $2,684
Intangible Assets$81,618$79,586▼ $2,032
Inventories for Sale or Use$77,054$66,904▼ $10,150
Loans From Officers Directors$60,920--
Cash and Non-Interest-Bearing Accounts$1,498$1,500▲ $2
Total Assets$13,787,353$13,798,531▲ $11,178
Other Assets Total$27,089--
Liabilities
Tax Exempt Bond Liabilities$4,850,663$4,544,381▼ $306,282
Deferred Revenue$481,420$1,254,053▲ $772,633
Accounts Payable and Accrued Expenses$237,085$189,708▼ $47,377
Other Liabilities-$24,239-
Total Liabilities$5,630,088$6,012,381▲ $382,293
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,157,265$7,786,150▼ $371,115
Total Net Assets Fund Balance$8,157,265$7,786,150▼ $371,115
Total Liabilities and Net Assets / Fund Balance$13,787,353$13,798,531▲ $11,178

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,208,495$4,169,816$13,378,311
Equipment$245,214$840,475$1,085,689
Other Land Buildings$154,143$428,963$583,106
Land$430,136-$430,136
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephany Phelps FaheyPresidentFT$78,000$16,777$94,777
Sandra StotzTrustee/compFT$85,568$4,478$90,046
Norman T PhelpsBoard Chair-$24,568$4,325$28,893

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$150,969
Program Service Revenue
$2,176,039
Investment Income
$124,596
Other Revenue
$338,766
All Other Contributions
$150,969
Change in Net Assets
$-381,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,790,370
Revenue Not Reported on Form 990
$10,393
Total Revenue per Audited Statements
$2,800,763
Total Revenue per Form 990
$2,790,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,865,718
Other Expenses$1,306,160
Total Fundraising Expense$28,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,358,108$244,762$20,231$1,623,101
All Other Expenses$251,455$7,750$6,643$265,848
Depreciation Depletion$128,098$56,258-$184,356
Payroll Taxes$104,105$18,418$1,327$123,850
Other Employee Benefits$85,802$24,787$70$110,659
Insurance$71,854$28,711$72$100,637
Other Expenses$30,324$25,562-$55,886
Interest$28,847--$28,847
Fees for Services Accounting-$18,532-$18,532
Fees for Services Other$1,669$9,474-$11,143
Office Expenses$5,988$2,828-$8,816
Pension Plan Contributions$5,985$2,123-$8,108
Conferences and Meetings$350--$350
Total Functional Expenses$2,690,101$453,434$28,343$3,171,878

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,171,878
Total Expenses per Audited Statements$3,171,878
Total Expenses per Form 990$3,171,878
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$60,920--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$24,239

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
No
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
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
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephany Phelps Fahey
Formed
1946
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
6
Employees
43

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/IntangibleAssetsGrp/EOYAmt079586
IRS990/InterestGrp/ProgramServicesAmt028847
IRS990/InterestGrp/TotalAmt028847
IRS990/InventoriesForSaleOrUseGrp/BOYAmt077054
IRS990/InventoriesForSaleOrUseGrp/EOYAmt066904
IRS990/InvestmentIncomeGrp/ExclusionAmt0124596
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0124596
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0135251
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0142812
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05439254
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010564463
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010037988
IRS990/LandBldgEquipCostOrOtherBssAmt015477242
IRS990/LegalDomicileStateCd0PA
IRS990/LessRentalExpensesGrp/RealAmt0235899
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt060920
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/NetAssetsOrFundBalancesBOYAmt08157265
IRS990/NetAssetsOrFundBalancesEOYAmt07786150
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0195271
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0195271
IRS990/NetUnrlzdGainsLossesInvstAmt010393
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08157265
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07786150
IRS990/NoncashContributionsAmt018118
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02828
IRS990/OfficeExpensesGrp/ProgramServicesAmt05988
IRS990/OfficeExpensesGrp/TotalAmt08816
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027089
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt070
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024787
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085802
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0110659
IRS990/OtherExpensesGrp/Desc0FOOD AND KITCHEN EXPENSE
IRS990/OtherExpensesGrp/Desc1ELECTRICAL, GAS AND HEAT
IRS990/OtherExpensesGrp/Desc2MAINTENANCE AND REPAIRS
IRS990/OtherExpensesGrp/Desc3COMPUTER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014229
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125562
IRS990/OtherExpensesGrp/ProgramServicesAmt0440731
IRS990/OtherExpensesGrp/ProgramServicesAmt1116167
IRS990/OtherExpensesGrp/ProgramServicesAmt260618
IRS990/OtherExpensesGrp/ProgramServicesAmt330324
IRS990/OtherExpensesGrp/TotalAmt0440731
IRS990/OtherExpensesGrp/TotalAmt1130396
IRS990/OtherExpensesGrp/TotalAmt260618
IRS990/OtherExpensesGrp/TotalAmt355886
IRS990/OtherLiabilitiesGrp/EOYAmt024239
IRS990/OtherRevenueMiscGrp/Desc0DISPOSAL OF ASSETS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0143495
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0143495
IRS990/OtherRevenueTotalAmt0143495
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0244762
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01358108
IRS990/OtherSalariesAndWagesGrp/TotalAmt01623101
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01327
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018418
IRS990/PayrollTaxesGrp/ProgramServicesAmt0104105
IRS990/PayrollTaxesGrp/TotalAmt0123850
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02123
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05985
IRS990/PensionPlanContributionsGrp/TotalAmt08108
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt082500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt085184
IRS990/PrincipalOfficerNm0STEPHANY PHELPS FAHEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1BOOKSTORE
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02136307
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt132651
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27081
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02136307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt132651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27081
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0163809
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0223780
IRS990/PYOtherExpensesAmt01342355
IRS990/PYOtherRevenueAmt0113688
IRS990/PYProgramServiceRevenueAmt02617933
IRS990/PYRevenuesLessExpensesAmt0-20382
IRS990/PYSalariesCompEmpBnftPaidAmt01797237
IRS990/PYTotalExpensesAmt03139592
IRS990/PYTotalRevenueAmt03119210
IRS990/ReconcilationRevenueExpnssAmt0-381508
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0195271
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02176039
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02024298
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03291241
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt09208495
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04169816
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013378311
IRS990ScheduleD/EquipmentGrp/BookValueAmt0245214
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0840475
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01085689
IRS990ScheduleD/ExpensesSubtotalAmt03171878
IRS990ScheduleD/LandGrp/BookValueAmt0430136
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0430136
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010393
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0154143
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0428963
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0583106
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024239
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt010393
IRS990ScheduleD/RevenueSubtotalAmt02790370
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010037988
IRS990ScheduleD/TotalExpensesPerForm990Amt03171878
IRS990ScheduleD/TotalLiabilityAmt024239
IRS990ScheduleD/TotalRevenuePerForm990Amt02790370
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02800763
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03171878
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
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd1false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd1false

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,798,531
Liabilities
$6,012,381
Net assets
$7,786,150
Revenue
$2,790,370
Expenses
$3,171,878
Net income
-$381,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.8$6.01$7.79$2.79$3.17$0.38
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