Civic Intelligence

PTA Ca Con Capri Elementary School

990EZ • Fiscal year 2021 • EIN 77-0383198

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 06, 2021

850 Chapman DrCampbell, CA 95008

(408) 364-4260

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-93%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

15th percentile

-27%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-65%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$45,820

Down $16,946 (-27%) from 2020

Net Assets

Down

$45,820

Down $16,946 (-27%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$18,126

Down $33,559 (-65%) from 2020

Expenses

Down

$35,072

Down $15,790 (-31%) from 2020

Net Income

Down

-$16,946

Down $17,769 (-2159%) from 2020

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2010: $40,901Liabilities 2010: $0Net Assets 2010: $40,9012010Assets 2011: $44,948Net Assets 2011: $44,9482011Assets 2012: $50,370Net Assets 2012: $50,3702012Assets 2013: $49,807Net Assets 2013: $49,8072013Assets 2014: $40,668Net Assets 2014: $40,6682014Assets 2015: $42,553Net Assets 2015: $42,5532015Assets 2016: $55,636Net Assets 2016: $55,6362016Assets 2017: $55,831Net Assets 2017: $55,8312017Assets 2018: $54,149Net Assets 2018: $54,1492018Assets 2019: $61,943Net Assets 2019: $61,9432019Assets 2020: $62,766Liabilities 2020: $0Net Assets 2020: $62,7662020Assets 2021: $45,820Liabilities 2021: $0Net Assets 2021: $45,8202021Assets 2022: $60,549Liabilities 2022: $0Net Assets 2022: $60,5492022Assets 2023: $62,822Liabilities 2023: $0Net Assets 2023: $62,8222023Assets 2024: $65,503Liabilities 2024: $0Net Assets 2024: $65,5032024Assets 2025: $47,118Liabilities 2025: $0Net Assets 2025: $47,1182025

Highlighted filing

2021

Assets$45,820
Liabilities$0
Net Assets$45,820

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $32,2762010Revenue 2011: $47,164Expenses 2011: $36,257Net Income 2011: $10,9072011Revenue 2012: $87,412Expenses 2012: $81,967Net Income 2012: $5,4452012Revenue 2013: $71,533Expenses 2013: $72,316Net Income 2013: -$7832013Revenue 2014: $68,764Expenses 2014: $77,528Net Income 2014: -$8,7642014Revenue 2015: $63,029Expenses 2015: $61,522Net Income 2015: $1,5072015Revenue 2016: $71,368Expenses 2016: $58,287Net Income 2016: $13,0812016Revenue 2017: $91,183Expenses 2017: $90,988Net Income 2017: $1952017Revenue 2018: $52,616Expenses 2018: $54,298Net Income 2018: -$1,6822018Revenue 2019: $52,335Expenses 2019: $44,541Net Income 2019: $7,7942019Revenue 2020: $51,685Expenses 2020: $50,862Net Income 2020: $8232020Revenue 2021: $18,126Expenses 2021: $35,072Net Income 2021: -$16,9462021Revenue 2022: $48,885Expenses 2022: $34,156Net Income 2022: $14,7292022Revenue 2023: $52,442Expenses 2023: $50,169Net Income 2023: $2,2732023Revenue 2024: $47,310Expenses 2024: $44,629Net Income 2024: $2,6812024Revenue 2025: $51,858Expenses 2025: $70,243Net Income 2025: -$18,3852025

Highlighted filing

2021

Revenue$18,126
Expenses$35,072
Net Income-$16,946
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 6, 2021
Return Version
2020v4.1
Gross Receipts
$18,126
Mission and Program Overview

Mission

Provide parental support for school activities

to support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA provides funding for campus improvements-$13,169
The PTA funds classroom supplies and library books-$12,261
The PTA supports science curriculum, field trips, and other student and parent activities-$7,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura DevitoPresident-$0--
Sarah PhilipVice President-$0--
Cindy HamiltonSecretary-$0--
Lisa RichTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Capri Elementary School PTA
EIN
77-0383198
Address
850 Chapman Dr, Campbell, CA 95008

Signing Officer

Name
Sarah Philip
Title
Vice President
Phone
4083644260
Signed
2021-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Susan P Pines
Address
4109 Donald Dr, Palo Alto, CA 94306
Preparer
Susan P Pines
Phone
6504932314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountSupplies and Library Books 12,261Science Curriculum 2,800Campus Improvements 13,169Assemblies, Field Trips, Other 4,738Administrative Expenses 2,104

Raw XML Appendix157 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/OfficerDirectorTrusteeEmplGrp/PersonNm3Lisa Rich
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IRS990EZ/OperateHospitalInd0false
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$51.9$70.2$18.4
2024Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$47.3$44.6$2.68
2023Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$52.4$50.2$2.27
2022Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$48.9$34.2$14.7
2021Detailed filing. Detailed filing data is available for this year.$45.8$0.00$45.8$18.1$35.1$16.9
2020Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$51.7$50.9$0.82
2019Detailed filing. Detailed filing data is available for this year.$61.9$61.9$52.3$44.5$7.79
2018Detailed filing. Detailed filing data is available for this year.$54.1$54.1$52.6$54.3$1.68
2017Detailed filing. Detailed filing data is available for this year.$55.8$55.8$91.2$91.0$0.20
2016Detailed filing. Detailed filing data is available for this year.$55.6$55.6$71.4$58.3$13.1
2015Detailed filing. Detailed filing data is available for this year.$42.6$42.6$63.0$61.5$1.51
2014Detailed filing. Detailed filing data is available for this year.$40.7$40.7$68.8$77.5$8.76
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.8$49.8$71.5$72.3$0.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.4$50.4$87.4$82.0$5.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.9$44.9$47.2$36.3$10.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.9$0.00$40.9$32.3