Civic Intelligence

The Concept School

EIN 23-7175285 • 501(c)3 • Westtown, PA

Profile

To transform the lives of middle and high school students who learn differently by creating a safe, intimate, educational environment where every student is welcomed, accepted, and becomes their authentic self.

PO Box 54Westtown, PA 19395

theconceptschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.12x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

59th percentile

9.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$147,305

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-2.8%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,094,052

Up $227,352 (+12%) from 2024

Liabilities

Up

$254,587

Up $77,314 (+44%) from 2024

Net Assets

Up

$1,839,465

Up $150,038 (+8.9%) from 2024

Revenue

Down

$1,636,991

Down $47,059 (-2.8%) from 2024

Expenses

Up

$1,490,010

Up $63,273 (+4.4%) from 2024

Net Income

Down

$146,981

Down $110,332 (-43%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2018: $674,614Liabilities 2018: $90,320Net Assets 2018: $584,2942018Assets 2019: $723,473Liabilities 2019: $89,100Net Assets 2019: $634,3732019Assets 2020: $847,597Liabilities 2020: $192,517Net Assets 2020: $655,0802020Assets 2021: $945,034Liabilities 2021: $122,499Net Assets 2021: $822,5352021Assets 2022: $1,078,659Liabilities 2022: $131,517Net Assets 2022: $947,1422022Assets 2023: $1,573,525Liabilities 2023: $160,951Net Assets 2023: $1,412,5742023Assets 2024: $1,866,700Liabilities 2024: $177,273Net Assets 2024: $1,689,4272024Assets 2025: $2,094,052Liabilities 2025: $254,587Net Assets 2025: $1,839,4652025

Highlighted filing

2025

Assets$2,094,052
Liabilities$254,587
Net Assets$1,839,465

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2018: $1,095,018Expenses 2018: $921,667Net Income 2018: $173,3512018Revenue 2019: $1,006,706Expenses 2019: $956,142Net Income 2019: $50,5642019Revenue 2020: $1,003,708Expenses 2020: $982,961Net Income 2020: $20,7472020Revenue 2021: $1,232,474Expenses 2021: $1,064,981Net Income 2021: $167,4932021Revenue 2022: $1,247,625Expenses 2022: $1,123,018Net Income 2022: $124,6072022Revenue 2023: $1,804,250Expenses 2023: $1,338,818Net Income 2023: $465,4322023Revenue 2024: $1,684,050Expenses 2024: $1,426,737Net Income 2024: $257,3132024Revenue 2025: $1,636,991Expenses 2025: $1,490,010Net Income 2025: $146,9812025

Highlighted filing

2025

Revenue$1,636,991
Expenses$1,490,010
Net Income$146,981

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$1,697,633
Mission and Program Overview

Mission

To transform the lives of middle and high school students who learn differently by creating a safe, intimate, educational environment where every student is welcomed, accepted, and becomes their authentic self.

To maintain and operate a co-educational private school for grades 6-12.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$932,100$1,126,919▲ $194,819
Land, Buildings, and Equipment, Net$453,560$442,407▼ $11,153
Investments in Publicly Traded Securities-$212,684-
Cash and Non-Interest-Bearing Accounts$176,813$155,313▼ $21,500
Accounts Receivable$301,246$153,648▼ $147,598
Prepaid Expenses and Deferred Charges$2,981$3,081▲ $100
Total Assets$1,866,700$2,094,052▲ $227,352
Liabilities
Accounts Payable and Accrued Expenses$139,823$145,501▲ $5,678
Deferred Revenue$37,450$109,086▲ $71,636
Total Liabilities$177,273$254,587▲ $77,314
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,684,235$1,784,444▲ $100,209
Net Assets With Donor Restrictions$5,192$55,021▲ $49,829
Total Net Assets Fund Balance$1,689,427$1,839,465▲ $150,038
Total Liabilities and Net Assets / Fund Balance$1,866,700$2,094,052▲ $227,352

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$353,162$670,101$1,023,263
Equipment$55,245$392,425$447,670
Land$34,000-$34,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$11,197-▲ $1,395--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William BennettHead of SchoFT$147,305$147,305

Board Members and Trustees

NameTitle
Nancy MaguirePresident
Dr Peter HermanBoard Member
Joe SyernickBoard Member
Randell SpackmanBoard Member
DAN O'ROURKEBoard Memebe
Dr Magi KochSecretary
Bruce JohnsonTreasurer
Leslie DavilaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$156,136
Program Service Revenue
$1,239,643
Investment Income
$54,591
Other Revenue
$186,621
All Other Contributions
$78,831
Change in Net Assets
$146,981

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,636,293
Revenue Not Reported on Financial Statements
$698
Revenue Not Reported on Form 990
$3,057
Total Revenue per Audited Statements
$1,639,350
Total Revenue per Form 990
$1,636,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,202,980
Other Expenses$287,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$811,871$74,056-$885,927
Current Officers, Directors, Trustees, and Key Employees$90,378$60,252-$150,630
Other Employee Benefits$73,672$10,967-$84,639
Payroll Taxes$71,187$10,597-$81,784
Depreciation Depletion$43,404$4,823-$48,227
All Other Expenses$24,192$1,158-$25,350
Fees for Services Accounting-$24,797-$24,797
Insurance$19,089$2,121-$21,210
Occupancy$16,381$1,820-$18,201
Other Expenses$15,049$5,083-$15,049
Information Technology$13,138$1,460-$14,598
Office Expenses$1,193$10,736-$11,929
Advertising-$8,011-$8,011
Conferences and Meetings-$4,016-$4,016
Fees for Services Other-$3,587-$3,587
Fees for Service Investment Mgmnt Fees-$698-$698
Total Functional Expenses$1,265,828$224,182$0$1,490,010

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,490,010
Expenses per Audited Statements$1,489,312
Total Expenses per Audited Statements$1,489,312
Expenses Not Reported on Financial Statements$698
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$242,000
Fundraising Direct Expenses$60,642
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$290,305$242,000$9,275$232,725
Total Events$290,305$242,000$60,642$181,358
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 11B

The board reviews and approves the 990 before it is submitted.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policies are discussed annualy at a board of directors' meeting.

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

The board of directors reviews and approves the head of school's compensation annually.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Concept School
EIN
23-7175285
Phone
6103991135
Address
PO BOX 54, WESTTOWN, PA 19395

Signing Officer

Name
Bruce Johnson
Title
Treasurer
Phone
6103991135
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Bennett
Formed
1972
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
16
Volunteers
30

Preparer

Firm
Umbreit Wileczek & Associates Pc
Address
712 E BALTIMORE PIKE, KENNETT SQUARE, PA 19348
Preparer
Kathleen a Wileczek CPA
Phone
6104443222
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IRS990/PayrollTaxesGrp/ProgramServicesAmt071187
IRS990/PayrollTaxesGrp/TotalAmt081784
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02981
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03081
IRS990/PrincipalOfficerNm0WILLIAM BENNETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01239643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01239643
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0253514
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt020700
IRS990/PYOtherExpensesAmt0304582
IRS990/PYOtherRevenueAmt0186704
IRS990/PYProgramServiceRevenueAmt01223132
IRS990/PYRevenuesLessExpensesAmt0257313
IRS990/PYSalariesCompEmpBnftPaidAmt01122155
IRS990/PYTotalExpensesAmt01426737
IRS990/PYTotalRevenueAmt01684050
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0146981
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt02085
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01239643
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0932100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01126919
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0353162
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0670101
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01023263
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08189
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt04403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01395
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt055245
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0392425
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0447670
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0698
IRS990ScheduleD/ExpensesSubtotalAmt01489312
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0698
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0698
IRS990ScheduleD/LandGrp/BookValueAmt034000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt034000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03057
IRS990ScheduleD/RevenueNotReportedAmt03057
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0698
IRS990ScheduleD/RevenueSubtotalAmt01636293
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0442407
IRS990ScheduleD/TotalExpensesPerForm990Amt01490010
IRS990ScheduleD/TotalRevenuePerForm990Amt01636991
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01639350
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01489312
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/ExplanationTxt0THE POLICY APPEARS ON THE WEBSITE AND IN ADVERTISEMENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048305
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048305
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060642
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt011057
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011057
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0290305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0290305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0242000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0242000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0181358
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09275
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09275
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt040310
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt040310
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICIES ARE DISCUSSED ANNUALY AT A BOARD OF DIRECTORS' MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE HEAD OF SCHOOL'S COMPENSATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01866700
IRS990/TotalAssetsEOYAmt02094052
IRS990/TotalAssetsGrp/BOYAmt01866700
IRS990/TotalAssetsGrp/EOYAmt02094052
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0156136
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0224182
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01265828
IRS990/TotalFunctionalExpensesGrp/TotalAmt01490010
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0177273
IRS990/TotalLiabilitiesEOYAmt0254587
IRS990/TotalLiabilitiesGrp/BOYAmt0177273
IRS990/TotalLiabilitiesGrp/EOYAmt0254587
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01689427
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01839465
IRS990/TotalProgramServiceExpensesAmt01265828
IRS990/TotalProgramServiceRevenueAmt01239643
IRS990/TotalReportableCompFromOrgAmt0147305
IRS990/TotalRevenueGrp/ExclusionAmt056676
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01242821
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01636991
IRS990/TotalVolunteersCnt030

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