Civic Intelligence

The Phillips Brooks School

990 • Fiscal year 2017 • EIN 94-2494458

Jul 01, 2016 to Jun 30, 2017 • Filed on May 12, 2018

Organization ProfileWWW.PHILLIPSBROOKS.ORG

View Organization Page

2245 Avy AvenueMenlo Park, CA 94025-6707

(650) 854-4545

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.30x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.95x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

61st percentile

6.4%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$323,045

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

0.4%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$35,736,618

Up $2,569,410 (+7.7%) from 2016

Net Assets

Up

$25,144,243

Up $1,439,346 (+6.1%) from 2016

Liabilities

Up

$10,592,375

Up $1,130,064 (+12%) from 2016

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin61st percentile

Revenue

Up

$11,166,481

Up $48,802 (+0.4%) from 2016

Expenses

Up

$10,457,234

Up $327,967 (+3.2%) from 2016

Net Income

Down

$709,247

Down $279,165 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2011: $30,649,956Liabilities 2011: $11,185,194Net Assets 2011: $19,464,7622011Assets 2012: $26,240,077Liabilities 2012: $7,721,483Net Assets 2012: $18,518,5942012Assets 2013: $27,227,064Liabilities 2013: $8,019,916Net Assets 2013: $19,207,1482013Assets 2014: $28,575,775Liabilities 2014: $8,308,820Net Assets 2014: $20,266,9552014Assets 2015: $32,041,884Liabilities 2015: $9,057,105Net Assets 2015: $22,984,7792015Assets 2016: $33,167,208Liabilities 2016: $9,462,311Net Assets 2016: $23,704,8972016Assets 2017: $35,736,618Liabilities 2017: $10,592,375Net Assets 2017: $25,144,2432017Assets 2018: $36,633,523Liabilities 2018: $10,838,145Net Assets 2018: $25,795,3782018Assets 2019: $37,764,735Liabilities 2019: $11,495,710Net Assets 2019: $26,269,0252019Assets 2020: $39,342,533Liabilities 2020: $11,852,024Net Assets 2020: $27,490,5092020Assets 2021: $41,455,969Liabilities 2021: $13,173,838Net Assets 2021: $28,282,1312021Assets 2022: $38,554,013Liabilities 2022: $13,458,336Net Assets 2022: $25,095,6772022Assets 2023: $82,859,507Liabilities 2023: $57,473,648Net Assets 2023: $25,385,8592023

Highlighted filing

2017

Assets$35,736,618
Liabilities$10,592,375
Net Assets$25,144,243
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,732,3502011Expenses 2012: $8,913,6832012Expenses 2013: $8,784,9162013Revenue 2014: $9,007,058Expenses 2014: $8,856,146Net Income 2014: $150,9122014Revenue 2015: $12,296,822Expenses 2015: $9,480,709Net Income 2015: $2,816,1132015Revenue 2016: $11,117,679Expenses 2016: $10,129,267Net Income 2016: $988,4122016Revenue 2017: $11,166,481Expenses 2017: $10,457,234Net Income 2017: $709,2472017Revenue 2018: $12,166,569Expenses 2018: $11,556,838Net Income 2018: $609,7312018Revenue 2019: $12,767,242Expenses 2019: $12,628,808Net Income 2019: $138,4342019Revenue 2020: $14,040,646Expenses 2020: $13,062,381Net Income 2020: $978,2652020Revenue 2021: $13,166,824Expenses 2021: $14,333,182Net Income 2021: -$1,166,3582021Revenue 2022: $14,377,581Expenses 2022: $14,945,405Net Income 2022: -$567,8242022Revenue 2023: $15,412,904Expenses 2023: $16,164,496Net Income 2023: -$751,5922023

Highlighted filing

2017

Revenue$11,166,481
Expenses$10,457,234
Net Income$709,247
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 12, 2018
Return Version
2016v3.0
Gross Receipts
$17,628,747
Mission and Program Overview

Mission

The phillips brooks school community inspires students to love learning, to develop a spiritual nature, to communicate effectively, to be kind to others and to respect the uniqueness of each person.

Independent coeducational school for students in preschool through fifth grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,687,395$17,008,999▲ $2,321,604
Land, Buildings, and Equipment, Net$8,774,618$8,425,305▼ $349,313
Cash and Non-Interest-Bearing Accounts$5,359,575$6,135,972▲ $776,397
Accounts Receivable$1,806,336$2,243,104▲ $436,768
Savings and Temporary Cash Investments$1,476,142$984,509▼ $491,633
Prepaid Expenses and Deferred Charges$361,448$423,253▲ $61,805
Pledges and Grants Receivable$558,324$388,533▼ $169,791
Receivables From Officers Etc$65,713$49,286▼ $16,427
Total Assets$33,167,208$35,736,618▲ $2,569,410
Other Assets Total$77,657$77,657→ $0
Liabilities
Deferred Revenue$7,549,671$8,336,638▲ $786,967
Other Liabilities$1,760,402$1,999,268▲ $238,866
Accounts Payable and Accrued Expenses$152,238$256,469▲ $104,231
Total Liabilities$9,462,311$10,592,375▲ $1,130,064
Net Assets / Fund Balance
Unrestricted Net Assets$13,802,974$14,315,291▲ $512,317
Permanently Rstr Net Assets$7,302,447$7,539,853▲ $237,406
Temporarily Rstr Net Assets$2,599,476$3,289,099▲ $689,623
Total Net Assets Fund Balance$23,704,897$25,144,243▲ $1,439,346
Total Liabilities and Net Assets / Fund Balance$33,167,208$35,736,618▲ $2,569,410

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$8,138,290$9,074,443$17,212,733
Equipment$164,075$606,806$770,881
Other Land Buildings$122,940-$122,940

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,298,415$237,406▲ $937,133$328,641$10,144,313
2015$8,980,358$486,923▲ $139,312$308,178$9,298,415
2014$8,043,843$1,004,388▲ $216,017$283,890$8,980,358
2013$7,125,286$47,345▲ $1,136,005$264,793$8,043,843
2012$6,589,490$2,528▲ $780,772$247,504$7,125,286
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott EricksonHead of SchoolFT$266,758$56,287$323,045
Kim NormingtonDirector of FinanceFT$192,105$14,553$206,658
elizabeth busbyassociate head of schoolFT$147,590$16,766$164,356
Lisa BoulgerHead AssistantFT$121,382$37,651$159,033
Barbara LittleTeacherFT$123,412$31,969$155,381
Ben ThomasianIt DirectorFT$118,983$16,619$135,602
Thomas PhuongControllerFT$110,367$17,905$128,272

Board Members and Trustees

NameTitle
Mike wyattBoard Chair
corey mulloyvice chair
Alison AbboTrustee
Chris CowartTrustee
Grady BurnettTrustee
Gretchen Debenham-hugTrustee
Karen FisherTrustee
Kelly SchryverTrustee
Nikhil BehltrUSTEE
Phil YauTrustee
Sidney MajalyaTrustee
joe rossTrustee
kerry o'rourke bischofTrustee
olana khanTrustee
hema sareen mohansecretary
Andrew HousserVP of finance

Highest Paid Contractors

ContractorServicesLocationCompensation
Jg Ramos Janitorial ServicesJanitorial702 HIGH POINT WAY, Hayward, CA 94541$190,732
Revenue and Support

Revenue Composition

Contributions and Grants
$1,864,949
Program Service Revenue
$8,773,458
Investment Income
$529,125
Other Revenue
$-1,051
All Other Contributions
$1,503,734
Change in Net Assets
$709,247

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table20$77,100estimates
Securities Publicly Traded4$31,411Fair Market Value (FMV)
Total Noncash Contributions24$108,511-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,319,773
Revenue Not Reported on Financial Statements
$846,708
Revenue Not Reported on Form 990
$843,362
Other Revenue Adjustments
$822,418
Total Revenue per Audited Statements
$11,163,135
Total Revenue per Form 990
$11,166,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,670,890
Other Expenses$3,963,926
Grants and Similar Amounts Paid$822,418
Total Fundraising Expense$205,190
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,837,122$1,092,885$101,609$4,031,616
Occupancy$1,232,290$123,229$13,692$1,369,211
Grants to Domestic Individuals$822,418--$822,418
Depreciation Depletion$580,494$58,049$6,450$644,993
Other Employee Benefits$409,438$134,110$10,068$553,616
Current Officers, Directors, Trustees, and Key Employees$198,660$318,026$33,111$549,797
Office Expenses$276,940$80,045$546$357,531
Payroll Taxes$212,712$101,853$7,783$322,348
All Other Expenses$45,715$258,017$13,997$317,729
Pension Plan Contributions$149,842$56,175$7,496$213,513
Insurance$14,523$97,227$1,119$112,869
Advertising-$68,294-$68,294
Information Technology$38,276$18,852-$57,128
Fees for Services Accounting-$33,400-$33,400
Other Expenses$32,085$235,227$5,920$32,085
Conferences and Meetings$10,494$16,487-$26,981
Fees for Service Investment Mgmnt Fees-$24,290-$24,290
Fees for Services Legal-$21,684-$21,684
Total Functional Expenses$7,392,405$2,859,639$205,190$10,457,234

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,457,234
Total Expenses per Audited Statements$9,723,789
Expenses per Audited Statements$9,610,526
Expenses Not Reported on Financial Statements$846,708
Other Expense Adjustments$822,418
Expenses Not Reported on Form 990$113,263
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$113,263
Fundraising Gross Income$113,263
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
PBSA benefit$474,478$113,263$52,673$60,590
Total Events$474,478$113,263$113,263$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
Receivables from Officers, Directors, Trustees, and Key Employees$65,713$49,286▼ $16,427
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent$1,119,939
Accrued Salaries and Benefits$879,329
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
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, Part VI, Section B, line 11B

“A COMPLETE COPY OF FORM 990 (INCLUDING SCHEDULE B WITHOUT DONOR NAMES AND ADDRESSES) is sent to the whole Board for their review prior to filing.”

Form 990, Part VI, Section B, line 12C

“THE BYLAWS OF THE BOARD OF TRUSTEES INCLUDE A CONFLICT OF INTEREST POLICY. IN ADDITION, TRUSTEES SIGN AND FILE WITH THE CORPORATE SECRETARY A conflict of interest statement.”

Form 990, Part VI, Section B, line 15

“The PBS board of trustees executed a new contract with the Head of School in June 2014. Compensation and benefits are outlined in this contract. The contract negotiation process included review of comparable data, support of an outside executive compensation consultant, and review/approval by independent persons. In addition, the board reviewed and approved a Total Compensation Philosophy Statement in January 2014, which guides the school's compensation plan. The head of school reviews regional ISBOA data on an annual basis for key employees of the school.”

Form 990, Part VI, Section C, line 19

“The School's form 990 is available on Guidestar, and we provide audited financials, governance documents and conflict of interest policy to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Phillips Brooks School
EIN
94-2494458
Phone
6508544545
Address
2245 Avy Avenue, Menlo Park, CA 94025-6707

Signing Officer

Name
Kim Normington
Title
Director of Finance
Phone
6508544545
Signed
2018-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Normington
Formed
1978
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
79
Volunteers
320

Preparer

Firm
Marcum LLP
Address
1 Montgomery Street Suite 1700, San Francisco, CA 94104
Preparer
Steven H Boultbee
Phone
4154326200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“There is no change in the process from the prior year.”

Financial Statement Notes

Part V, Line 4:

“The school has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets.”

Part X, Line 2:

“The School is a qualified organization exempt from federal income taxes and state franchise taxes under section 501(c)(3) of the Internal Revenue Code (IRC) and section 23701d of the California Revenue and Taxation Code, respectively. Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken and recognize a tax liability (or asset) if the School has taken an uncertain tax position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken and has concluded that as of June 30, 2017, there are no uncertain tax positions taken or expected to be taken that would require recognition of a tax liability (or asset) or disclosure in the financial statements. The School is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Part XI, Line 2D - Other Adjustments:

“fundraising expenses 113,263.”

Part XI, Line 4B - Other Adjustments:

“Financial aid award 822,418.”

Part XII, Line 2D - Other Adjustments:

“Fundraising expenses 113,263.”

Part XII, Line 4B - Other Adjustments:

“Financial aid awards 822,418.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1636323
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1714553
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1816766
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1937651
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2031969
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2116619
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2217905
IRS990/Form990PartVIISectionAGrp/PersonNm0kerry o'rourke bischof
IRS990/Form990PartVIISectionAGrp/PersonNm1hema sareen mohan
IRS990/Form990PartVIISectionAGrp/PersonNm2Mike wyatt
IRS990/Form990PartVIISectionAGrp/PersonNm3ALISON ABBO
IRS990/Form990PartVIISectionAGrp/PersonNm4GRETCHEN DEBENHAM-HUG
IRS990/Form990PartVIISectionAGrp/PersonNm5GRADY BURNETT
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS COWART
IRS990/Form990PartVIISectionAGrp/PersonNm7olana khan
IRS990/Form990PartVIISectionAGrp/PersonNm8Phil Yau
IRS990/Form990PartVIISectionAGrp/PersonNm9corey mulloy
IRS990/Form990PartVIISectionAGrp/PersonNm10joe ross
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrew Housser
IRS990/Form990PartVIISectionAGrp/PersonNm12Sidney Majalya
IRS990/Form990PartVIISectionAGrp/PersonNm13Kelly Schryver
IRS990/Form990PartVIISectionAGrp/PersonNm14Karen Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm15Nikhil Behl
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm17KIM NORMINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm18elizabeth busby
IRS990/Form990PartVIISectionAGrp/PersonNm19LISA BOULGER
IRS990/Form990PartVIISectionAGrp/PersonNm20BARBARA LITTLE
IRS990/Form990PartVIISectionAGrp/PersonNm21BEN THOMASIAN
IRS990/Form990PartVIISectionAGrp/PersonNm22Thomas Phuong
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17192105
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18147590
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19121382
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20123412
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VP of finance
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15trUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18associate head of school
IRS990/Form990PartVIISectionAGrp/TitleTxt19HEAD ASSISTANT
IRS990/Form990PartVIISectionAGrp/TitleTxt20TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt21IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22Controller
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0361215
IRS990/FundraisingDirectExpensesAmt0113263
IRS990/FundraisingGrossIncomeAmt0113263
IRS990/GainOrLossGrp/OtherAmt01912
IRS990/GainOrLossGrp/SecuritiesAmt0191921
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0822418
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0822418
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0822418
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01912
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06540924
IRS990/GrossReceiptsAmt017628747
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018852
IRS990/InformationTechnologyGrp/ProgramServicesAmt038276
IRS990/InformationTechnologyGrp/TotalAmt057128
IRS990/InsuranceGrp/FundraisingAmt01119
IRS990/InsuranceGrp/ManagementAndGeneralAmt097227
IRS990/InsuranceGrp/ProgramServicesAmt014523
IRS990/InsuranceGrp/TotalAmt0112869
IRS990/InvestmentIncomeGrp/ExclusionAmt0335292
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0335292
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014687395
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017008999
IRS990/IRPDocumentCnt069
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09681249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08774618
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08425305
IRS990/LandBldgEquipCostOrOtherBssAmt018106554
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06349003
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PHILLIPS BROOKS SCHOOL COMMUNITY INSPIRES STUDENTS TO LOVE LEARNING, TO DEVELOP A SPIRITUAL NATURE, TO COMMUNICATE EFFECTIVELY, TO BE KIND TO OTHERS AND TO RESPECT THE UNIQUENESS OF EACH PERSON.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023704897
IRS990/NetAssetsOrFundBalancesEOYAmt025144243
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0193833
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0193833
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0730099
IRS990/NoncashContributionsAmt0108511
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt013692
IRS990/OccupancyGrp/ManagementAndGeneralAmt0123229
IRS990/OccupancyGrp/ProgramServicesAmt01232290
IRS990/OccupancyGrp/TotalAmt01369211
IRS990/OfficeExpensesGrp/FundraisingAmt0546
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080045
IRS990/OfficeExpensesGrp/ProgramServicesAmt0276940
IRS990/OfficeExpensesGrp/TotalAmt0357531
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt077657
IRS990/OtherAssetsTotalGrp/EOYAmt077657
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010068
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0134110
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0409438
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0553616
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2Fees for Services
IRS990/OtherExpensesGrp/Desc3field trips
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IRS990/OtherExpensesGrp/FundraisingAmt15920
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt077100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144689
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2235227
IRS990/OtherExpensesGrp/ProgramServicesAmt0305865
IRS990/OtherExpensesGrp/ProgramServicesAmt1225531
IRS990/OtherExpensesGrp/ProgramServicesAmt232085
IRS990/OtherExpensesGrp/TotalAmt0386364
IRS990/OtherExpensesGrp/TotalAmt1276140
IRS990/OtherExpensesGrp/TotalAmt2235227
IRS990/OtherExpensesGrp/TotalAmt332085
IRS990/OtherLiabilitiesGrp/BOYAmt01760402
IRS990/OtherLiabilitiesGrp/EOYAmt01999268
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-1051
IRS990/OtherRevenueTotalAmt0-1051
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01092885
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02837122
IRS990/OtherSalariesAndWagesGrp/TotalAmt04031616
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07783
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0101853
IRS990/PayrollTaxesGrp/ProgramServicesAmt0212712
IRS990/PayrollTaxesGrp/TotalAmt0322348
IRS990/PensionPlanContributionsGrp/FundraisingAmt07496
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt056175
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0149842
IRS990/PensionPlanContributionsGrp/TotalAmt0213513
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07302447
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07539853
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0558324
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0388533
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0361448
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0423253
IRS990/PrincipalOfficerNm0Kim Normington
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,736,618
Liabilities
$10,592,375
Net assets
$25,144,243
Revenue
$11,166,481
Expenses
$10,457,234
Net income
$709,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$82.9$57.5$25.4$15.4$16.2$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.6$13.5$25.1$14.4$14.9$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$13.2$28.3$13.2$14.3$1.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$11.9$27.5$14.0$13.1$0.98
2019Summary only. Only limited summary data is available for this year.$37.8$11.5$26.3$12.8$12.6$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.6$10.8$25.8$12.2$11.6$0.61
2017Detailed filing. Detailed filing data is available for this year.$35.7$10.6$25.1$11.2$10.5$0.71
2016Detailed filing. Detailed filing data is available for this year.$33.2$9.46$23.7$11.1$10.1$0.99
2015Summary only. Only limited summary data is available for this year.$32.0$9.06$23.0$12.3$9.48$2.82
2014Detailed filing. Detailed filing data is available for this year.$28.6$8.31$20.3$9.01$8.86$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$8.02$19.2$8.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$7.72$18.5$8.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$11.2$19.5$8.73