Civic Intelligence

Susan Phillips Day School a California Nonprofit Public Benefi

990 • Fiscal year 2019 • EIN 82-4987633

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 30, 2019

Organization ProfileN/A
2401 Irvine AveNewport Beach, CA 92660

(949) 689-8342

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

89th percentile

$37,076

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

$98,772

No earlier filing loaded for comparison.

Net Assets

$98,772

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin89th percentile

Revenue

$233,765

No earlier filing loaded for comparison.

Expenses

$134,899

No earlier filing loaded for comparison.

Net Income

$98,866

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$98,772
Liabilities$0
Net Assets$98,772
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$233,765
Expenses$134,899
Net Income$98,866
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 30, 2019
Return Version
2018v3.1
Gross Receipts
$233,765
Mission and Program Overview

Mission

To provide early-childhood education to local children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$38,066$98,772▲ $60,706
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$38,066$98,772▲ $60,706
Other Assets Total-$0-
Liabilities
Deferred Revenue$38,160--
Total Liabilities$38,160$0▼ $38,160
Net Assets / Fund Balance
Unrestricted Net Assets$38,066$98,772▲ $60,706
Temporarily Rstr Net Assets$-38,160--
Total Net Assets Fund Balance$-94$98,772▲ $98,866
Total Liabilities and Net Assets / Fund Balance$38,066$98,772▲ $60,706
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marty HerronChairmanFT$37,076$37,076

Board Members and Trustees

NameTitle
Katherine MesserschmidtSecretary
Stephen SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$233,765
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$227,515
Change in Net Assets
$98,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$85,398
Other Expenses$49,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$79,714--$79,714
All Other Expenses$6,653$690-$7,343
Payroll Taxes$5,684--$5,684
Other Expenses$3,365--$3,365
Fees for Services Legal-$1,246-$1,246
Fees for Services Accounting-$1,220-$1,220
Total Functional Expenses$131,743$3,156$0$134,899
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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Susan Phillips Day School
EIN
82-4987633
Phone
9496898342
Address
2401 IRVINE AVE, NEWPORT BEACH, CA 92660

Signing Officer

Name
Marty Herron
Title
President & CEO
Signed
2019-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marty Herron
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 Cva
Phone
7146348757
Raw XML Appendix333 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.

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ReturnHeader/ReturnTs02019-09-30T11:53:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,772
Liabilities
$0
Net assets
$98,772
Revenue
$233,765
Expenses
$134,899
Net income
$98,866
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
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$2.34$1.35$0.99