Civic Intelligence

Phoebe Hearst Elementary School

EIN 33-0829526 • 501(c)3 • San Diego, CA

Profile

To assist in the financial support of the phoebe hearst elementary school of san diego

6230 Del Cerro BlvdSan Diego, CA 92120

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-12%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$193,807

Up $32,997 (+21%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$193,807

Up $32,997 (+21%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$95,672

Down $13,071 (-12%) from 2024

Expenses

Down

$64,175

Down $22,804 (-26%) from 2024

Net Income

Up

$31,497

Up $9,733 (+45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$200K$150K$100K$50K$0Assets 2013: $61,643Liabilities 2013: $0Net Assets 2013: $61,6432013Assets 2014: $76,239Liabilities 2014: $0Net Assets 2014: $76,2392014Assets 2015: $73,372Net Assets 2015: $73,3722015Assets 2016: $89,452Net Assets 2016: $89,4522016Assets 2017: $106,868Net Assets 2017: $106,8682017Assets 2018: $114,941Net Assets 2018: $114,9412018Assets 2019: $121,603Net Assets 2019: $121,6032019Assets 2020: $107,073Net Assets 2020: $107,0732020Assets 2021: $85,948Net Assets 2021: $85,9482021Assets 2022: $99,767Net Assets 2022: $99,7672022Assets 2023: $139,025Net Assets 2023: $139,0252023Assets 2024: $160,810Net Assets 2024: $160,8102024Assets 2025: $193,807Net Assets 2025: $193,8072025

Highlighted filing

2025

Assets$193,807
Liabilities-
Net Assets$193,807
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $29,708Expenses 2013: $37,461Net Income 2013: -$7,7532013Revenue 2014: $35,726Expenses 2014: $22,653Net Income 2014: $13,0732014Revenue 2015: $31,519Expenses 2015: $34,386Net Income 2015: -$2,8672015Revenue 2016: $44,989Expenses 2016: $28,909Net Income 2016: $16,0802016Revenue 2017: $41,593Expenses 2017: $24,177Net Income 2017: $17,4162017Revenue 2018: $56,626Expenses 2018: $47,626Net Income 2018: $9,0002018Revenue 2019: $53,998Expenses 2019: $47,336Net Income 2019: $6,6622019Revenue 2020: $33,584Expenses 2020: $48,114Net Income 2020: -$14,5302020Revenue 2021: -$1,650Expenses 2021: $15,908Net Income 2021: -$17,5582021Revenue 2022: $55,394Expenses 2022: $41,575Net Income 2022: $13,8192022Revenue 2023: $71,726Expenses 2023: $34,992Net Income 2023: $36,7342023Revenue 2024: $108,743Expenses 2024: $86,979Net Income 2024: $21,7642024Revenue 2025: $95,672Expenses 2025: $64,175Net Income 2025: $31,4972025

Highlighted filing

2025

Revenue$95,672
Expenses$64,175
Net Income$31,497
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$193,807
Liabilities
-
Net assets
$193,807
Revenue
$95,672
Expenses
$64,175
Net income
$31,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$1.94$0.96$0.64$0.31
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$1.61$1.09$0.87$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$0.72$0.35$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.00$0.55$0.42$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.86$0.02$0.16$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$1.07$0.34$0.48$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.22$0.54$0.47$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.15$0.57$0.48$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.42$0.24$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.89$0.45$0.29$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.73$0.32$0.34$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.36$0.23$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$0.30$0.37$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$131,742
Mission and Program Overview

Mission

To assist in the financial support of the phoebe hearst elementary school of san diego

Program Services

DescriptionGrantsExpenses
PROVIDE FACILITY IMPROVEMENTS, TEACHER GRANTS, AND EDUCATIONAL EXPERIENCES.-$63,685
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristy WixomTreasurer-$0--
Rachel LawsonPresident-$0--
Ashley HarrisSecretary-$0--
Sara O'ConnorDirector-$0--
Kellene DininoVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Phoebe Hearst Elementary School
EIN
33-0829526
Phone
6198605400
Address
6230 DEL CERRO BLVD, SAN DIEGO, CA 92120

Signing Officer

Name
Kristy Wixom
Title
Treasurer
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Summit Financial Group Inc
Address
9340 Fuerte Dr Suite 207, La Mesa, CA 91941
Preparer
John Nadalet CPA
Phone
6196989760
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $2163”

Other Expenses.1

“Education Expenses $41924”

Other Expenses.2

“FUND AN ITEM $11599”

Other Expenses.3

“Service Fees $5103”

Other Expenses.4

“classroom improvements $1654”

Other Expenses.5

“Social Event Expenses $851”

Other Expenses.7

“Licenses & Permits $125”

Other Expenses.8

“general administrative expense $120”

Raw XML Appendix181 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kristy Wixom
IRS990EZ/BooksInCareOfDetail/PhoneNum06192084060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06230 DEL CERRO BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092120
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0193807
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013879
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031497
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0490
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0160810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0193807
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GamingGrossIncomeAmt0117863
IRS990EZ/GrossReceiptsAmt0131742
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0193807
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0160810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0193807
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kristy Wixom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rachel Lawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sara O'Connor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kellene Dinino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01500
IRS990EZ/OtherExpensesTotalAmt063539
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST IN THE FINANCIAL SUPPORT OF THE PHOEBE HEARST ELEMENTARY SCHOOL OF SAN DIEGO
IRS990EZ/PrintingPublicationsPostageAmt0146
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FACILITY IMPROVEMENTS, TEACHER GRANTS, AND EDUCATIONAL EXPERIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063685
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036070
IRS990EZ/SpecialEventsNetIncomeLossAmt081793
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064175
IRS990EZ/TotalProgramServiceExpensesAmt063685
IRS990EZ/TotalRevenueAmt095672
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.hearstfoundation.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt042900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt079219
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt079219
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09900
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt079219
IRS990ScheduleA/TotalSupportAmt079227
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt034604
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0117863
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0117863
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt083259
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt01256
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt01256
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt012441
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt012441
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt020907
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt020907
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/StatesWhereGamingConductedCd0CA
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0The organization holds an annual fundraising event to provide a majority of its income needs.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Education Expenses $41924
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUND AN ITEM $11599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Service Fees $5103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4classroom improvements $1654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Social Event Expenses $851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Licenses & Permits $125
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7general administrative expense $120
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristy Wixom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHOEBE HEARST ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION OF SAN DIEGO
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0330829526
ReturnHeader/Filer/PhoneNum06198605400
ReturnHeader/Filer/USAddress/AddressLine1Txt06230 DEL CERRO BLVD
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092120
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300886440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summit Financial Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09340 Fuerte Dr Suite 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0La Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196989760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Nadalet CPA
ReturnHeader/ReturnTs02025-10-29T16:00:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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