Civic Intelligence

PTA Ca Con Capri Elementary School

990EZ • Fiscal year 2022 • EIN 77-0383198

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 10, 2022

Organization Profilecapripta.org
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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

79th percentile

30%

Higher net margin than 79% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

32%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

170%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$60,549

Up $14,729 (+32%) from 2021

Net Assets

Up

$60,549

Up $14,729 (+32%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Up

$48,885

Up $30,759 (+170%) from 2021

Expenses

Down

$34,156

Down $916 (-2.6%) from 2021

Net Income

Up

$14,729

Up $31,675 (+187%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

2022

Assets$60,549
Liabilities$0
Net Assets$60,549
Open 2022 Filing

Operations Trend

Revenue Growth90th percentile

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

2022

Revenue$48,885
Expenses$34,156
Net Income$14,729
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 10, 2022
Return Version
2021v4.2
Gross Receipts
$55,774
Mission and Program Overview

Mission

Provide parental support for school activities

to support students staff and parents

Program Services

DescriptionGrantsExpenses
The PTA supports field trips, and other student and parent activities-$15,788
The PTA funds classroom supplies and library books-$12,135
The PTA provides funding for campus improvements-$3,916
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy HamiltonPresidentPT$0--
Sarah PhilipHistorianPT$0--
Lisa RichSecretary-$0--
Kristen GrayTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$23,442$23,442$3,598$19,844
Total Events$24,053$24,053$3,598$20,455
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
Historian
Phone
4083644260
Signed
2022-10-10
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 12,135Field Trips 8,867Campus Improvements 3,916Assemblies, Other 6,921Administrative Expenses 2,317”

Raw XML Appendix175 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Treasurer
IRS990EZ/BooksInCareOfDetail/PhoneNum04083644260
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0850 Chapman Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Campbell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045820
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060549
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019781
IRS990EZ/CostOfGoodsSoldAmt03291
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014729
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt045820
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060549
IRS990EZ/FundraisingGrossIncomeAmt024053
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07371
IRS990EZ/GrossReceiptsAmt055774
IRS990EZ/GrossSalesOfInventoryAmt010662
IRS990EZ/GroupExemptionNum00646
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0306
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045820
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060549
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt045820
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060549
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cindy Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sarah Philip
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Rich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kristen Gray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Historian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt034156
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students staff and parents
IRS990EZ/ProgramServiceRevenueAmt0972
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The PTA provides funding for campus improvements
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA funds classroom supplies and library books
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The PTA supports field trips, and other student and parent activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03916
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112135
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt215788
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03598
IRS990EZ/SpecialEventsNetIncomeLossAmt020455
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034156
IRS990EZ/TotalProgramServiceExpensesAmt031839
IRS990EZ/TotalRevenueAmt048885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0capripta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt014788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt048756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt062358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0180154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt064548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt075649
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0218605
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0398759
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055774
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018126
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt088139
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138007
IRS990ScheduleA/Total509Grp/TotalAmt0398759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0398759
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03598
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Walkathon
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023442
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024053
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023442
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024053
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020455
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03598
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03598
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSupplies and Library Books 12,135Field Trips 8,867Campus Improvements 3,916Assemblies, Other 6,921Administrative Expenses 2,317
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Philip
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Historian
ReturnHeader/BusinessOfficerGrp/PhoneNum04083644260
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Capri Elementary School PTA
ReturnHeader/Filer/BusinessNameControlTxt0CAPR
ReturnHeader/Filer/EIN0770383198
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 Chapman Dr
ReturnHeader/Filer/USAddress/CityNm0Campbell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770337811
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan P Pines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04109 Donald Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094306
ReturnHeader/PreparerPersonGrp/PhoneNum06504932314
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-07T18:22:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Philip
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,549
Liabilities
$0
Net assets
$60,549
Revenue
$48,885
Expenses
$34,156
Net income
$14,729
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