Civic Intelligence

Susan Phillips Day School

EIN 82-4987633 • 501(c)3 • Costa Mesa, CA

Profile

To provide early-childhood education to local children.

690 MalibuCosta Mesa, CA 92627

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

44th percentile

-0.1%

Higher net margin than 44% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

53rd percentile

-0.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

54th percentile

1.6%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$136,345

Down $197 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$136,345

Down $197 (-0.1%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Up

$308,750

Up $4,935 (+1.6%) from 2024

Expenses

Up

$308,947

Up $14,927 (+5.1%) from 2024

Net Income

Down

-$197

Down $9,992 (-102%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2019: $98,772Liabilities 2019: $0Net Assets 2019: $98,7722019Assets 2020: $108,565Liabilities 2020: $02020Assets 2021: $107,979Liabilities 2021: $0Net Assets 2021: $107,9792021Assets 2022: $124,933Liabilities 2022: $0Net Assets 2022: $124,9332022Assets 2023: $126,747Liabilities 2023: $0Net Assets 2023: $126,7472023Assets 2024: $136,542Liabilities 2024: $0Net Assets 2024: $136,5422024Assets 2025: $136,345Liabilities 2025: $0Net Assets 2025: $136,3452025

Highlighted filing

2025

Assets$136,345
Liabilities$0
Net Assets$136,345
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2019: $233,765Expenses 2019: $134,899Net Income 2019: $98,8662019Revenue 2020: $183,965Expenses 2020: $174,172Net Income 2020: $9,7932020Revenue 2021: $205,195Expenses 2021: $205,781Net Income 2021: -$5862021Revenue 2022: $289,415Expenses 2022: $272,461Net Income 2022: $16,9542022Revenue 2023: $280,190Expenses 2023: $278,376Net Income 2023: $1,8142023Revenue 2024: $303,815Expenses 2024: $294,020Net Income 2024: $9,7952024Revenue 2025: $308,750Expenses 2025: $308,947Net Income 2025: -$1972025

Highlighted filing

2025

Revenue$308,750
Expenses$308,947
Net Income-$197
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$136,345
Liabilities
$0
Net assets
$136,345
Revenue
$308,750
Expenses
$308,947
Net income
-$197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$3.09$3.09$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$3.04$2.94$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.80$2.78$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$2.89$2.72$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$2.05$2.06$0.01
2020Summary only. Only limited summary data is available for this year.$1.09$0.00$1.84$1.74$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$2.34$1.35$0.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 3, 2025
Return Version
2024v5.2
Gross Receipts
$308,750
Mission and Program Overview

Mission

To provide early-childhood education to local children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$135,237$135,413▲ $176
Land, Buildings, and Equipment, Net$1,305$932▼ $373
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$136,542$136,345▼ $197
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$136,542$136,345▼ $197
Total Net Assets Fund Balance$136,542$136,345▼ $197
Total Liabilities and Net Assets / Fund Balance$136,542$136,345▼ $197

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$932$1,200$2,132
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Marty HerronChairmanFT$140,500$140,500

Board Members and Trustees

NameTitle
Katherine MesserschmidtSecretary
Stephen SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$308,750
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$202,454
Other Expenses$106,493
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$140,500--$140,500
Other Salaries and Wages$41,117--$41,117
Payroll Taxes$14,233--$14,233
Other Employee Benefits$6,604--$6,604
All Other Expenses$4,447--$4,447
Other Expenses$4,110--$4,110
Fees for Services Legal$1,574--$1,574
Fees for Services Accounting$920--$920
Depreciation Depletion$373--$373
Total Functional Expenses$308,947$0$0$308,947
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Susan Phillips Day School
EIN
82-4987633
Phone
9496898342
Address
690 MALIBU, COSTA MESA, CA 92627

Signing Officer

Name
Marty Herron
Title
President & CEO
Signed
2025-08-03
Discuss with paid preparer
Yes

Organization Details

Formed
2018
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
3

Preparer

Firm
Wiegel Szekel and Frisby
Address
500 N St College Blvd Ste 1110, Orange, CA 92868
Preparer
Ronald E Wiegel CPA
Phone
7146348757
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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/USAddress/CityNm0COSTA MESA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092627
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marty Herron
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN PHILLIPS DAY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0824987633
ReturnHeader/Filer/PhoneNum09496898342
ReturnHeader/Filer/USAddress/AddressLine1Txt0690 MALIBU
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092627
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953042596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIEGEL SZEKEL AND FRISBY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 N St College Blvd Ste 1110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092868
ReturnHeader/PreparerPersonGrp/PhoneNum07146348757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD E WIEGEL CPA
ReturnHeader/ReturnTs02025-08-04T16:35:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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