Civic Intelligence

Susan Phillips Day School a California Nonprofit Public Benefi

990T • Fiscal year 2022 • EIN 82-4987633

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 21, 2022

381 University DriveCosta Mesa, CA 92627

(949) 689-8342

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2025

Assets$136,345
Liabilities$0
Net Assets$136,345

Operations Trend

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

Latest loaded filing

2025

Revenue$308,750
Expenses$308,947
Net Income-$197
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 21, 2022
Return Version
2021v4.1
Mission and Program Overview

Mission

To provide early-childhood education to local children.

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
2022-07-21
Discuss with paid preparer
Yes

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 Appendix59 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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IRS990T/BooksInCareOfDetail/PersonNm0Marty Herron
IRS990T/BooksInCareOfDetail/PhoneNum09496898342
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0381 University Drive
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Costa Mesa
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092627
IRS990T/BookValueAssetsEOYAmt0124933
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0SCHOOL
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marty Herron
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN PHILLIPS DAY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0824987633
ReturnHeader/Filer/PhoneNum09496898342
ReturnHeader/Filer/USAddress/AddressLine1Txt0381 UNIVERSITY DRIVE
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953042596
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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/ReturnTs02022-08-05T10:44:01-07:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Marty
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Herron
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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