Civic Intelligence

San Elijo Elementary School Parent Teacher Organization

990 • Fiscal year 2020 • EIN 47-1181387

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

Organization ProfileWWW.SMUSD.ORG/DOMAIN/852
1615 Schoolhouse WaySan Marcos, CA 92078

(760) 815-3840

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-7.3%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

32nd percentile

-5.9%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

1.0%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$239,545

Down $15,019 (-5.9%) from 2019

Net Assets

Down

$239,545

Down $15,019 (-5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin31st percentile

Revenue

Up

$205,765

Up $2,056 (+1.0%) from 2019

Expenses

Up

$220,870

Up $36,847 (+20%) from 2019

Net Income

Down

-$15,105

Down $34,791 (-177%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$400K$300K$200K$100K$0Assets 2015: $251,890Liabilities 2015: $0Net Assets 2015: $251,8902015Assets 2016: $273,382Liabilities 2016: $02016Assets 2017: $233,767Liabilities 2017: $02017Assets 2018: $234,878Liabilities 2018: $0Net Assets 2018: $234,8782018Assets 2019: $254,564Liabilities 2019: $0Net Assets 2019: $254,5642019Assets 2020: $239,545Liabilities 2020: $0Net Assets 2020: $239,5452020Assets 2021: $272,211Liabilities 2021: $02021Assets 2022: $396,157Liabilities 2022: $0Net Assets 2022: $396,1572022Assets 2023: $306,648Liabilities 2023: $0Net Assets 2023: $306,6482023Assets 2024: $286,928Liabilities 2024: $0Net Assets 2024: $286,9282024Assets 2025: $281,198Liabilities 2025: $0Net Assets 2025: $281,1982025

Highlighted filing

2020

Assets$239,545
Liabilities$0
Net Assets$239,545
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $402,126Expenses 2015: $158,126Net Income 2015: $244,0002015Revenue 2016: $156,585Expenses 2016: $135,093Net Income 2016: $21,4922016Revenue 2017: $135,867Expenses 2017: $173,122Net Income 2017: -$37,2552017Revenue 2018: $160,598Expenses 2018: $159,487Net Income 2018: $1,1112018Revenue 2019: $203,709Expenses 2019: $184,023Net Income 2019: $19,6862019Revenue 2020: $205,765Expenses 2020: $220,870Net Income 2020: -$15,1052020Revenue 2021: $87,369Expenses 2021: $54,703Net Income 2021: $32,6662021Revenue 2022: $235,145Expenses 2022: $111,199Net Income 2022: $123,9462022Revenue 2023: $198,484Expenses 2023: $293,961Net Income 2023: -$95,4772023Revenue 2024: $216,557Expenses 2024: $254,492Net Income 2024: -$37,9352024Revenue 2025: $278,305Expenses 2025: $284,347Net Income 2025: -$6,0422025

Highlighted filing

2020

Revenue$205,765
Expenses$220,870
Net Income-$15,105
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.0
Gross Receipts
$206,575
Mission and Program Overview

Mission

Facilitate strong, constructive relationships between students, parents, tachers, admnistrtors, and other schools in San Marcos Unified School District through funding instructional aides, teachers, supplies and by conducting activities for students and families.

Facilitate strong, constructive relationships between students, parents, teachers, administrators, and other schools in San Marcos Unified School District through funding instructional aides, teachers, supplies and by conducting programs and activities for students and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$254,564$239,545▼ $15,019
Cap Stk Tr Prin Current Funds$254,564$239,545▼ $15,019
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$254,564$239,545▼ $15,019
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$254,564$239,545▼ $15,019
Total Liabilities and Net Assets / Fund Balance$254,564$239,545▼ $15,019
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Lori BrocketCo-President
Malia GossCo-President
Nona RangelCo-secretary
Shelby ScottCo-Secretary
CARISSA O'DONNELLCo-Treasurer
Emily CrouseCo-Treasurer
Sibil IglesiasFinancial Sec
Vanessa SmithVP Activitie
Jodi OrrVP Communicatio
Malia GossVP Country Fair
Neha RaithathaVP Room Parents
Payal MehtaVP Room Parents
Debi DoyleVP Spirit Wear
Genevieve HolderVP Spirit Wear
Revenue and Support

Revenue Composition

Contributions and Grants
$42,369
Program Service Revenue
$118,730
Investment Income
$0
Other Revenue
$44,666
Change in Net Assets
$-15,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$193,463
Grants and Similar Amounts Paid$27,407
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,407--$27,407
Other Expenses$11,631--$11,631
All Other Expenses$2,693$498-$3,191
Insurance$336--$336
Total Functional Expenses$220,372$498$0$220,870
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
San Marcos School DistrictSan Marcos, CA--$27,407
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,418
Fundraising Direct Expenses$810
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cash for Kids$40,106$40,106$810$39,296
Total Events$40,106$40,106$810$39,296
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
Yes
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
Yes
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
San Elijo Elementary School
EIN
47-1181387
Phone
7608153840
Address
1615 SCHOOLHOUSE WAY, SAN MARCOS, CA 92078

Signing Officer

Name
Emily Crouse
Title
Co-Treasurer
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Fischer & Ritchey LLP
Address
950 BOARDWALK STE 201, SAN MARCOS, CA 92078
Preparer
Barbara Fischer
Phone
7604711100
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Other Program Services & activities, such as School Club and Team Support - Athletics, Club T-shirts, supplies,and previous year expenses. OTHER PROGRAM SERVICES 5: Staff supplies, office operational supplies, Cash for Kids program.”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Miscellaneous = $57”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Other Activity in Non PTO Funds = $30”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Rounding = -$1”

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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt086
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Classroom Support & School Pro
IRS990/OtherExpensesGrp/Desc1Instruction Expense
IRS990/OtherExpensesGrp/Desc2Other Program Services
IRS990/OtherExpensesGrp/Desc3Classroom Supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt077237
IRS990/OtherExpensesGrp/ProgramServicesAmt170996
IRS990/OtherExpensesGrp/ProgramServicesAmt230072
IRS990/OtherExpensesGrp/ProgramServicesAmt311631
IRS990/OtherExpensesGrp/TotalAmt077237
IRS990/OtherExpensesGrp/TotalAmt170996
IRS990/OtherExpensesGrp/TotalAmt230072
IRS990/OtherExpensesGrp/TotalAmt311631
IRS990/OtherRevenueMiscGrp/Desc0Prior Year Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt02058
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02058
IRS990/OtherRevenueTotalAmt02058
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Miscellaneous School Prog
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0118730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0118730
IRS990/ProgSrvcAccomActy2Grp/Desc0Classroom support and school programs & activities such as assemblies, library, Fun Run, Country Fair, Book Fairs, and Accelerated Reader.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt077237
IRS990/ProgSrvcAccomActy3Grp/Desc0Other Program Services & activities, such as School Club and Team Support - Athletics, Club T-shirts, supplies,and previous year expenses.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt030072
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt042072
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0160144
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt023879
IRS990/PYOtherRevenueAmt012246
IRS990/PYProgramServiceRevenueAmt0149391
IRS990/PYRevenuesLessExpensesAmt019686
IRS990/PYTotalExpensesAmt0184023
IRS990/PYTotalRevenueAmt0203709
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-15105
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042369
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0938
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087324
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0118730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0149391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0146824
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0113708
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0134444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0663097
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt012246
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt015141
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt021339
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt08996
IRS990ScheduleA/OtherIncome509Grp/TotalAmt057722
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.92860
IRS990ScheduleA/PublicSupportPY509Pct00.94500
IRS990ScheduleA/PublicSupportTotal509Amt0750421
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0161099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0191463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0147949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0135382
IRS990ScheduleA/Total509Grp/TotalAmt0750421
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0161099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0203709
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0135867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0144378
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0808143
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0810
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Cash for Kids
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040106
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040106
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039296
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0810
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0810
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0The PTO sponsored Book Fairs and Cash for Kids
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt027407
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0San Marcos School District
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0255 Pico Avenue Suite 250
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Marcos
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092069
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Other Program Services & activities, such as School Club and Team Support - Athletics, Club T-shirts, supplies,and previous year expenses. OTHER PROGRAM SERVICES 5: Staff supplies, office operational supplies, Cash for Kids program.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous = $57

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,545
Liabilities
$0
Net assets
$239,545
Revenue
$205,765
Expenses
$220,870
Net income
-$15,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.00$2.81$2.78$2.84$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$2.17$2.54$0.38
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$1.98$2.94$0.95
2022Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$2.35$1.11$1.24
2021Summary only. Only limited summary data is available for this year.$2.72$0.00$0.87$0.55$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.06$2.21$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$2.04$1.84$0.20
2018Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.61$1.59$0.01
2017Summary only. Only limited summary data is available for this year.$2.34$0.00$1.36$1.73$0.37
2016Summary only. Only limited summary data is available for this year.$2.73$0.00$1.57$1.35$0.21
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$4.02$1.58$2.44