Civic Intelligence

Susan Phillips Day School a California Nonprofit Public Benefi

990 • Fiscal year 2022 • EIN 82-4987633

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 26, 2022

Organization ProfileN/A
381 University DriveCosta Mesa, CA 92627

(949) 689-8342

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

52nd percentile

5.9%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

99th percentile

$116,332

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 40.2% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

41%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$124,933

Up $16,954 (+16%) from 2021

Net Assets

Up

$124,933

Up $16,954 (+16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin52nd percentile

Revenue

Up

$289,415

Up $84,220 (+41%) from 2021

Expenses

Up

$272,461

Up $66,680 (+32%) from 2021

Net Income

Up

$16,954

Up $17,540 (+2993%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

2022

Assets$124,933
Liabilities$0
Net Assets$124,933
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

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

2022

Revenue$289,415
Expenses$272,461
Net Income$16,954
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 26, 2022
Return Version
2021v4.0
Gross Receipts
$289,415
Mission and Program Overview

Mission

To provide early-childhood education to local children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,979$124,933▲ $16,954
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$107,979$124,933▲ $16,954
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$107,979$124,933▲ $16,954
Total Net Assets Fund Balance$107,979$124,933▲ $16,954
Total Liabilities and Net Assets / Fund Balance$107,979$124,933▲ $16,954
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marty HerronChairmanFT$116,332$116,332

Board Members and Trustees

NameTitle
Katherine MesserschmidtSecretary
Stephen SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$289,414
Investment Income
$1
Other Revenue
$0
Change in Net Assets
$16,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$166,825
Other Expenses$105,123
Grants and Similar Amounts Paid$513
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$116,332--$116,332
Other Salaries and Wages$35,550--$35,550
Payroll Taxes$11,963--$11,963
Insurance$4,652--$4,652
All Other Expenses$3,397--$3,397
Other Employee Benefits$2,980--$2,980
Office Expenses$2,142--$2,142
Other Expenses$1,553--$1,553
Fees for Services Accounting$860--$860
Grants to Domestic Individuals$513--$513
Total Functional Expenses$272,461$0$0$272,461
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, 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
381 UNIVERSITY DRIVE, COSTA MESA, CA 92627

Signing Officer

Name
Marty Herron
Title
President & CEO
Signed
2022-07-26
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 Appendix335 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/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092627
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 CVA
ReturnHeader/ReturnTs02022-07-26T11:15:18-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marty
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Herron
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,933
Liabilities
$0
Net assets
$124,933
Revenue
$289,415
Expenses
$272,461
Net income
$16,954
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