THE PHELPS SCHOOL

EIN: 231365964 501(c)(3) Education

MALVERN, PA

Total Revenue
$2,790,370
Total Expenses
$3,171,878
Total Assets
$13,798,531
Net Assets
$7,786,150
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
PA
Principal Officer
STEPHANY PHELPS FAHEY
Phone
6106441754
Tax Period
2024-07-01 to 2025-06-30

THE PHELPS SCHOOL, founded in 1946, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $3.2M exceeded revenue, resulting in a 14% operating deficit.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $150,969
Program Service Revenue $2,176,039
Investment Income $124,596
Other Revenue $338,766
TOTAL REVENUE $2,790,370

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,865,718
Fundraising Expenses $28,343
Program Expenses $2,690,101
Other Expenses $1,306,160
TOTAL EXPENSES $3,171,878

Year-over-Year Comparison

2024 2023 Change
Revenue $2,790,370 $3,119,210 -0.1%
Expenses $3,171,878 $3,139,592 +0.0%
Net Income $-381,508 $-20,382 +17.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
10
Independent Members
6
Employees
43
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$123,670
Total Directors
10
$213,716
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANY PHELPS FAHEY PRESIDENT 45.00
Officer Director
$78,000 $16,777 $94,777
SANDRA STOTZ TRUSTEE/COMP 45.00
Director
$85,568 $4,478 $90,046
NORMAN T PHELPS BOARD CHAIR 3.00
Officer Director
$24,568 $4,325 $28,893
LYLE BLISS TRUSTEE 2.00
Director
$0 $0 $0
JAMES BRUCE TRUSTEE 2.00
Director
$0 $0 $0
GERALD FAHEY TREASURER 5.00
Officer Director
$0 $0 $0
ROBERT GOTTSCHALL TRUSTEE 2.00
Director
$0 $0 $0
ERIKA N GROSS TRUSTEE 2.00
Director
$0 $0 $0
JON G HALL TRUSTEE 2.00
Director
$0 $0 $0
ANDREW WILMERDING SECRETARY 2.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,790,370 $3,171,878 $13,798,531 $-381,508
2024 $3,119,210 $3,139,592 $13,787,353 $-20,382
2023 $3,753,708 $3,560,675 $14,701,532 $193,033
2022 $3,266,917 $3,488,327 $14,579,330 $-221,410
2021 $3,642,479 $3,487,517 $16,167,706 $154,962
2020 $3,603,689 $3,531,050 $16,144,918 $72,639
2019 $4,303,460 $3,531,920 $16,228,316 $771,540
Explore More Nonprofits
Top 100 Nonprofits in Pennsylvania Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare THE PHELPS SCHOOL with other nonprofits in Pennsylvania and across the country.