Civic Intelligence

San Marcos Elementary PTO

EIN 47-1725335 • 501(c)3 • San Marcos, CA

Pub. 78 EligibleNTEE B94

Profile

To provide support and assistance to San Marcos Elementary School students through funding camps, field trips, school equipment, community grants and other programs and activities for students and families.

1 Tiger WaySan Marcos, CA 92069

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

28th percentile

-7.1%

Higher net margin than 28% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$36,773

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$36,773

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

$62,663

No earlier filing loaded for comparison.

Expenses

$67,106

No earlier filing loaded for comparison.

Net Income

-$4,443

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2023: $36,773Net Assets 2023: $36,7732023

Highlighted filing

2023

Assets$36,773
Liabilities-
Net Assets$36,773
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $62,663Expenses 2023: $67,106Net Income 2023: -$4,4432023

Highlighted filing

2023

Revenue$62,663
Expenses$67,106
Net Income-$4,443
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,773
Liabilities
-
Net assets
$36,773
Revenue
$62,663
Expenses
$67,106
Net income
-$4,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$36.8$36.8$62.7$67.1$4.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 28, 2023
Return Version
2022v5.0
Gross Receipts
$62,663
Mission and Program Overview

Mission

To provide support and assistance to San Marcos Elementary School students through funding camps, field trips, school equipment, community grants and other programs and activities for students and families.

Program Services

DescriptionGrantsExpenses
Provided support and assistance to San Marcos Elementary School students through funding camps, field trips, school equipment, and community grants.-$54,480
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ana ArredondePresident-$0--
Paola SotoVice President-$0--
Josefina GarciaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
San Marcos Elementary School PTO
EIN
47-1725335
Phone
7602902430
Address
1 Tiger Way, San Marcos, CA 92069

Signing Officer

Name
Brandi Gunderson
Title
Treasurer
Signed
2023-11-28
Discuss with paid preparer
Yes

Preparer

Firm
Rangel Tax Service
Address
1674 Venice Ave, San Marcos, CA 92078
Preparer
Nona Rangel
Phone
7604026564
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Book Fair $9421”

Other Revenue.2

“Tiger Run $8404”

Other Revenue.3

“Misc passive income $657”

Other Expenses.1

“School Equp & comm grants $54480”

Other Expenses.2

“Book Fair Exp $8496”

Other Expenses.3

“Tiger Run Exp $862”

Other Expenses.4

“Petty Cash $775”

Raw XML Appendix150 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Marcos
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092069
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OtherExpensesTotalAmt064613
IRS990EZ/OtherRevenueTotalAmt018482
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt021181
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054480
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt067106
IRS990EZ/TotalProgramServiceExpensesAmt054480
IRS990EZ/TotalRevenueAmt062663
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023000
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt039006
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0657
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0657
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt062006
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062006
IRS990ScheduleA/Total509Grp/TotalAmt062006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062663
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Book Fair $9421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Tiger Run $8404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Misc passive income $657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School Equp & comm grants $54480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Book Fair Exp $8496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tiger Run Exp $862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Petty Cash $775
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Revenue.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
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ReturnHeader/Filer/EIN0471725335
ReturnHeader/Filer/PhoneNum07602902430
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Tiger Way
ReturnHeader/Filer/USAddress/CityNm0San Marcos
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092069
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerPersonGrp/PhoneNum07604026564
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nona Rangel
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-28T17:33:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ana
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Arredonde
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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