Nonprofit · EIN 82-4987633
SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI
Tax-exempt · COSTA MESA, CA 92627
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $331,475 | $335,557 | -$4,082 | $132,263 | $0 | $132,263 |
| June 30, 2025 | 990 | $308,750 | $308,947 | -$197 | $136,345 | $0 | $136,345 |
| June 30, 2024 | 990 | $303,815 | $294,020 | $9,795 | $136,542 | $0 | $136,542 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $331,475
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $162,000
- Other salaries and wages
- $42,717
- Salaries, compensation and benefits (total)
- $225,997
- Professional fundraising fees
- $0
- Accounting fees
- $940
- Depreciation
- $266
- Program services (functional)
- $335,557
Balance sheet and other
- Total assets, start of year
- $136,345
- Total assets, end of year
- $132,263
- Total liabilities, end of year
- $0
- Net assets, end of year
- $132,263
- Land, buildings and equipment
- $666
- Net assets without donor restrictions
- $132,263
- Gross receipts
- $331,475
- Employees
- 3
- Year formed
- 2018
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marty Herron | Chairman Trustee or director | 55 | $162,000 |
| Stephen Schaefer | Treasurer Officer | 5 | $0 |
| Katherine Messerschmidt | Secretary Officer | 5 | $0 |
990 for the year ended June 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marty Herron | Chairman Trustee or director | 55 | $140,500 |
| Stephen Schaefer | Treasurer Officer | 5 | $0 |
| Katherine Messerschmidt | Secretary Officer | 5 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Marty Herron | Chairman Trustee or director | 55 | $129,500 |
| Stephen Schaefer | Treasurer Officer | 5 | $0 |
| Katherine Messerschmidt | Secretary Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 690 MALIBU, COSTA MESA, CA 92627-7722
- Principal officer (990 for 2025)
- Marty Herron, 690 MALIBU, COSTA MESA, CA 92627
- Signed the 990
- Marty Herron, President & CEO
- Phone
- (949) 689-8342
- Return prepared by
- WIEGEL SZEKEL AND FRISBY
California records
California keeps its own records of charities and corporations. Search them by EIN 82-4987633 or by the name SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide early-childhood education to local children.
Program accomplishments
- To provide early childhood educationExpenses $335,557
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 82-4987633
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21)
- Assets (IRS master file)
- $132,263
- Income (IRS master file)
- $331,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $331,475 | $335,557 | $132,263 | XML |
| 990 | June 2025 | $308,750 | $308,947 | $136,345 | XML |
| 990 | June 2024 | $303,815 | $294,020 | $136,542 | XML |
| 990 | June 2023 | $280,190 | $278,376 | $126,747 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-4987633).
Questions about SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI
- What is the EIN of SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI?
- The employer identification number (EIN) of SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI is 82-4987633.
- Is SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI?
- The 990 for the year ended June 30, 2026 names Marty Herron.
- Who are the officers and directors of SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI?
- The 990 for the year ended June 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $162,000 (Marty Herron, Chairman).
- How much revenue does SUSAN PHILLIPS DAY SCHOOL A CALIFORNIA NONPROFIT PUBLIC BENEFI have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $331,475, expenses of $335,557 and total assets of $132,263 at year end.
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