Civic Intelligence

PTA Ca Con Capri Elementary School

990EZ • Fiscal year 2019 • EIN 77-0383198

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 28, 2019

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

-0.5%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,943

Up $7,794 (+14%) from 2018

Net Assets

Up

$61,943

Up $7,794 (+14%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$52,335

Down $281 (-0.5%) from 2018

Expenses

Down

$44,541

Down $9,757 (-18%) from 2018

Net Income

Up

$7,794

Up $9,476 (+563%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$61,943
Liabilities-
Net Assets$61,943
Open 2019 Filing

Operations Trend

Revenue Growth47th 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

2019

Revenue$52,335
Expenses$44,541
Net Income$7,794
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 28, 2019
Return Version
2018v3.1
Gross Receipts
$98,713
Mission and Program Overview

Mission

Provide parental support for school activities

to support students, staff and parents at the Capri Elementary School

Program Services

DescriptionGrantsExpenses
The PTA provides support for classroom supplies, grade appropriate curriculum materials, assemblies,playground equipment, and teacher appreciation.$0$21,968
The PTA funds field trips for all classes$0$19,812
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie MendelsonPresidentPT$0--
Lauren GourleyVice PresidentPT$0--
Laurie DevitoSecretaryPT$0--
Sarah PhilipTreasurerPT$0--
Loni VanderKooiAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walkathon$15,495$15,495$3,005$12,490
Fall Festival$29,266$14,274$6,670$7,604
Total Events$44,761$29,769$24,667$5,102
Filing and Contact Details

Filer

Filer Name
PTA CA Con Capri Elementary School
EIN
77-0383198
Phone
4083644260
Address
850 Chapman Dr, Campbell, CA 95008

Signing Officer

Name
Sarah Philip
Title
Treasurer
Phone
4083644260
Signed
2019-10-28
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

Form 990EZ, Part I, Line 16

“PTA Admin expenses 2761.”

Form 990EZ, Part I, Line 16

“Field Trip expenses 19812.”

Form 990EZ, Part I, Line 16

“Other Program Expenses 21968.”

Raw XML Appendix195 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/PersonNm3Sarah Philip
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Loni VanderKooi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044541
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0to support students, staff and parents at the Capri Elementary School
IRS990EZ/ProgramServiceRevenueAmt01538
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The PTA provides support for classroom supplies, grade appropriate curriculum materials, assemblies,playground equipment, and teacher appreciation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA Admin expenses 2761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Field Trip expenses 19812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other Program Expenses 21968.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Philip
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04083644260
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA CA Con Capri Elementary School
ReturnHeader/Filer/BusinessNameControlTxt0PTAC
ReturnHeader/Filer/EIN0770383198
ReturnHeader/Filer/PhoneNum04083644260
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 Chapman Dr
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ReturnHeader/FilingSecurityInformation/IPDt02019-10-29
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ReturnHeader/FilingSecurityInformation/IPTm012:46:33
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/PreparationDt02019-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan P Pines
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-29T12:46:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,943
Liabilities
-
Net assets
$61,943
Revenue
$52,335
Expenses
$44,541
Net income
$7,794
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