Civic Intelligence

Discovery Elementary School Parent Teacher Organization

EIN 33-0756834 • 501(c)3 • San Marcos, CA

Pub. 78 Eligible

Profile

Support and Assistance to Discovery Elem

730 Applewilde DrSan Marcos, CA 92078

www.smusd.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

61st percentile

7.8%

Higher net margin than 61% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

48th percentile

-4.4%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$236,422

Up $17,607 (+8.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$236,422

Up $17,607 (+8.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin61st percentile

Revenue

Down

$225,371

Down $10,423 (-4.4%) from 2024

Expenses

Up

$207,764

Up $5,356 (+2.6%) from 2024

Net Income

Down

$17,607

Down $15,779 (-47%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2011: $73,699Liabilities 2011: $0Net Assets 2011: $73,6992011Assets 2012: $122,910Liabilities 2012: $0Net Assets 2012: $122,9102012Assets 2013: $102,782Liabilities 2013: $0Net Assets 2013: $102,7822013Assets 2014: $105,068Liabilities 2014: $0Net Assets 2014: $105,0682014Assets 2015: $127,357Liabilities 2015: $0Net Assets 2015: $127,3572015Assets 2016: $148,208Liabilities 2016: $3,303Net Assets 2016: $144,9052016Assets 2017: $142,470Liabilities 2017: $0Net Assets 2017: $142,4702017Assets 2018: $98,372Liabilities 2018: $0Net Assets 2018: $98,3722018Assets 2019: $85,351Liabilities 2019: $0Net Assets 2019: $85,3512019Assets 2020: $139,117Net Assets 2020: $139,1172020Assets 2021: $112,589Net Assets 2021: $112,5892021Assets 2022: $100,222Net Assets 2022: $100,2222022Assets 2023: $185,409Liabilities 2023: $0Net Assets 2023: $185,4092023Assets 2024: $218,815Liabilities 2024: $0Net Assets 2024: $218,8152024Assets 2025: $236,422Liabilities 2025: $0Net Assets 2025: $236,4222025

Highlighted filing

2025

Assets$236,422
Liabilities$0
Net Assets$236,422
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $81,076Expenses 2011: $70,434Net Income 2011: $10,6422011Revenue 2012: $135,686Expenses 2012: $86,475Net Income 2012: $49,2112012Revenue 2013: $85,024Expenses 2013: $105,152Net Income 2013: -$20,1282013Revenue 2014: $88,338Expenses 2014: $86,052Net Income 2014: $2,2862014Revenue 2015: $106,320Expenses 2015: $84,031Net Income 2015: $22,2892015Revenue 2016: $78,859Expenses 2016: $61,777Net Income 2016: $17,0822016Revenue 2017: $63,778Expenses 2017: $66,213Net Income 2017: -$2,4352017Revenue 2018: $300,926Expenses 2018: $345,024Net Income 2018: -$44,0982018Revenue 2019: $90,406Expenses 2019: $103,427Net Income 2019: -$13,0212019Revenue 2020: $88,412Expenses 2020: $34,646Net Income 2020: $53,7662020Revenue 2021: $65,160Expenses 2021: $91,688Net Income 2021: -$26,5282021Revenue 2022: $156,459Expenses 2022: $168,449Net Income 2022: -$11,9902022Revenue 2023: $207,715Expenses 2023: $122,572Net Income 2023: $85,1432023Revenue 2024: $235,794Expenses 2024: $202,408Net Income 2024: $33,3862024Revenue 2025: $225,371Expenses 2025: $207,764Net Income 2025: $17,6072025

Highlighted filing

2025

Revenue$225,371
Expenses$207,764
Net Income$17,607
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$236,422
Liabilities
$0
Net assets
$236,422
Revenue
$225,371
Expenses
$207,764
Net income
$17,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$2.25$2.08$0.18
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.36$2.02$0.33
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$2.08$1.23$0.85
2022Detailed filing. Detailed filing data is available for this year.$1.00$1.00$1.56$1.68$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.65$0.92$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.88$0.35$0.54
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.90$1.03$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$3.01$3.45$0.44
2017Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.64$0.66$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.03$1.45$0.79$0.62$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.06$0.84$0.22
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.88$0.86$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.85$1.05$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$1.36$0.86$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.81$0.70$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$225,371
Mission and Program Overview

Mission

Support and Assistance to Discovery Elem

To provide support and assistance to discovery elementary school students and teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$218,815$236,422▲ $17,607
Cap Stk Tr Prin Current Funds$218,815$236,422▲ $17,607
Total Assets$218,815$236,422▲ $17,607
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$218,815$236,422▲ $17,607
Total Liabilities and Net Assets / Fund Balance$218,815$236,422▲ $17,607
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Kajal VithalaniChairman
Lei BoberChairman
Jennifer CrossettPresident
Alexis SolisVice President
Lauren RoenickeVice President
Megan McnicholasVice President
Meghan MccloskeyVice President
Nicole BorosVice President
Wendy LindellVice President
Dani NasemianSecretary
Kathleen HillenbrandTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$225,351
Program Service Revenue
$0
Investment Income
$20
Other Revenue
$0
All Other Contributions
$84,580
Change in Net Assets
$17,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,764
Total Fundraising Expense$37,036
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$41,905$7,095$0$49,000
Other Expenses$16,610$0$0$16,610
Total Functional Expenses$163,633$7,095$37,036$207,764
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Discovery Elementary School Pto
EIN
33-0756834
Phone
7602902077
Address
730 APPLEWILDE DR, SAN MARCOS, CA 92078

Signing Officer

Name
Briana J Fillmore
Title
Treasurer
Phone
7602902077
Signed
2025-11-14

Organization Details

Principal Officer
Kathleen Hillenbrand
Formed
1997
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Halverson & Company Inc
Address
761 GARDEN VIEW COURT SUITE 202, ENCINITAS, CA 92024
Preparer
Eric Koehle CPA
Phone
7609422608
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed during monthly pto meeting”

Pt VI, Line 19

“No other documents availible to the public”

Form 990, Part IX, Line 24E

“Grade level support 8116. 8116. 0. 0.”

Form 990, Part IX, Line 24E

“Grant expenses 4843. 4843. 0. 0.”

Form 990, Part IX, Line 24E

“Misc 21436. 17821. 3615. 0.”

Form 990, Part IX, Line 24E

“Operating expenses 3480. 0. 3480. 0.”

Form 990, Part IX, Line 24E

“Extra curriculum 11125. 11125. 0. 0.”

Raw XML Appendix362 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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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt06241
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010554
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0144293
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt072237
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0247490
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0955990
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0225351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0233793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0207711
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0194630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094505
IRS990ScheduleA/Total509Grp/TotalAmt0955990
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0955990
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED DURING MONTHLY PTO MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO OTHER DOCUMENTS AVAILIBLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRADE LEVEL SUPPORT 8116. 8116. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT EXPENSES 4843. 4843. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISC 21436. 17821. 3615. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OPERATING EXPENSES 3480. 0. 3480. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EXTRA CURRICULUM 11125. 11125. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0218815
IRS990/TotalAssetsEOYAmt0236422
IRS990/TotalAssetsGrp/BOYAmt0218815
IRS990/TotalAssetsGrp/EOYAmt0236422
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0225351
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037036
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07095
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0163633
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207764
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0218815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0236422
IRS990/TotalProgramServiceExpensesAmt0163633
IRS990/TotalRevenueGrp/ExclusionAmt020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0225371
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218815
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0236422
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0760 APPLEWILDE DR
IRS990/USAddress/CityNm0SAN MARCOS
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092078
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIANA J FILLMORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07602902077
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DISCOVERY ELEMENTARY SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0DISC
ReturnHeader/Filer/EIN0330756834
ReturnHeader/Filer/PhoneNum07602902077
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 APPLEWILDE DR
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203895187
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HALVERSON & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0761 GARDEN VIEW COURT SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENCINITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum07609422608
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC KOEHLE CPA
ReturnHeader/ReturnTs02025-11-14T13:04:23-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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