Civic Intelligence

Capri Elementary PTA

990EZ • Fiscal year 2015 • EIN 91-1932016

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

Organization ProfileN/A
941 Capri RoadEncinitas, CA 92024

(760) 944-4360

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$17,050

Up $458 (+2.8%) from 2014

Net Assets

Up

$17,050

Up $458 (+2.8%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Up

$93,310

Up $17,354 (+23%) from 2014

Expenses

Up

$92,852

Up $6,352 (+7.3%) from 2014

Net Income

Up

$458

Up $11,002 (+104%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$100K$50K$0Assets 2011: $26,760Liabilities 2011: $02011Assets 2012: $27,695Liabilities 2012: $02012Assets 2013: $27,136Net Assets 2013: $27,1362013Assets 2014: $16,592Net Assets 2014: $16,5922014Assets 2015: $17,050Net Assets 2015: $17,0502015Assets 2016: $15,493Net Assets 2016: $15,4932016Assets 2017: $25,191Net Assets 2017: $25,1912017Assets 2018: $36,283Liabilities 2018: $5,339Net Assets 2018: $30,9442018Assets 2019: $43,478Liabilities 2019: $0Net Assets 2019: $43,4782019Assets 2020: $82,033Net Assets 2020: $82,0332020Assets 2021: $53,184Net Assets 2021: $53,1842021Assets 2022: $42,504Net Assets 2022: $42,5042022Assets 2023: $42,101Liabilities 2023: $0Net Assets 2023: $42,1012023Assets 2024: $44,201Net Assets 2024: $44,2012024Assets 2025: $73,406Liabilities 2025: $0Net Assets 2025: $73,4062025

Highlighted filing

2015

Assets$17,050
Liabilities-
Net Assets$17,050
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $92,048Expenses 2011: $87,421Net Income 2011: $4,6272011Revenue 2012: $79,610Expenses 2012: $78,675Net Income 2012: $9352012Revenue 2013: $78,265Expenses 2013: $78,824Net Income 2013: -$5592013Revenue 2014: $75,956Expenses 2014: $86,500Net Income 2014: -$10,5442014Revenue 2015: $93,310Expenses 2015: $92,852Net Income 2015: $4582015Revenue 2016: $53,779Expenses 2016: $55,336Net Income 2016: -$1,5572016Revenue 2017: $62,852Expenses 2017: $55,253Net Income 2017: $7,5992017Revenue 2018: $81,747Expenses 2018: $76,114Net Income 2018: $5,6332018Revenue 2019: $87,477Expenses 2019: $74,943Net Income 2019: $12,5342019Revenue 2020: $94,890Expenses 2020: $56,550Net Income 2020: $38,3402020Revenue 2021: $79,080Expenses 2021: $107,929Net Income 2021: -$28,8492021Revenue 2022: $98,531Expenses 2022: $112,587Net Income 2022: -$14,0562022Revenue 2023: $217,077Expenses 2023: $217,480Net Income 2023: -$4032023Revenue 2024: $131,924Expenses 2024: $129,824Net Income 2024: $2,1002024Revenue 2025: $140,584Expenses 2025: $111,379Net Income 2025: $29,2052025

Highlighted filing

2015

Revenue$93,310
Expenses$92,852
Net Income$458
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$93,310
Mission and Program Overview

Mission

To support the students and teachers of capri elementary

Program Services

DescriptionGrantsExpenses
ACADEMIC ENRICHMENT (MUSIC, SCIENCE, ART AND READING PROGRAMS, CLASSROOM SUPPLIES, BOOKS)$46,885-
SPECIAL EVENTS/SERVICES(SPIRIT WEAR, COUNTRY FAIR, CINCO DE MAYO, DANCES, VARIETY SHOW)$38,050-
SCHOOL ENHANCEMENTS (PLAYGROUND EQUIPMENT, LANDSCAPE)$706-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBE CALIGIURIPresident-$0--
Kren whatballVice President-$0--
holly butteTreasurer-$0--
katherine boveParliamentarian-$0--
shelby policastriSecretary-$0--
danielle franco-morrisonAuditor-$0--
Filing and Contact Details

Filer

Filer Name
Capri Elementary Pta
EIN
91-1932016
Phone
7609444360
Address
941 CAPRI ROAD, ENCINITAS, CA 92024

Signing Officer

Name
holly butte
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Encinitas Tax & Financial Group
Address
1330 Blue Heron Ave, Encinitas, CA 92024
Preparer
Karen Hamilton
Phone
8584908910
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $209”

Other Expenses.1

“Academic enrichment $46885”

Other Expenses.2

“Special event/services $38050”

Other Expenses.3

“translation $2284”

Other Expenses.4

“Previous year expenses $2047”

Other Expenses.5

“pta dues $1498”

Other Expenses.6

“Administrative expenses $1173”

Other Expenses.7

“SCHOOL ENHANCEMENTS $706”

Raw XML Appendix156 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0holly butte
IRS990EZ/BooksInCareOfDetail/PhoneNum07609444360
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0941 CAPRI RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENCINITAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016592
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt093310
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05998
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBE CALIGIURI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kren whatball
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2holly butte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3katherine bove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4shelby policastri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5danielle franco-morrison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5auditor
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt092852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND TEACHERS OF CAPRI ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt041889
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC ENRICHMENT (MUSIC, SCIENCE, ART AND READING PROGRAMS, CLASSROOM SUPPLIES, BOOKS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ENHANCEMENTS (PLAYGROUND EQUIPMENT, LANDSCAPE)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL EVENTS/SERVICES(SPIRIT WEAR, COUNTRY FAIR, CINCO DE MAYO, DANCES, VARIETY SHOW)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046885
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1706
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt238050
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt092852
IRS990EZ/TotalProgramServiceExpensesAmt085641
IRS990EZ/TotalRevenueAmt093310
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045399
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt045399
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045399
IRS990ScheduleA/Total509Grp/TotalAmt045399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045399
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt045399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACADEMIC ENRICHMENT $46885
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT/SERVICES $38050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3translation $2284
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PREVIOUS YEAR EXPENSES $2047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5pta dues $1498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADMINISTRATIVE EXPENSES $1173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SCHOOL ENHANCEMENTS $706
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0holly butte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPRI ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0CAPR
ReturnHeader/Filer/EIN0911932016
ReturnHeader/Filer/PhoneNum07609444360
ReturnHeader/Filer/USAddress/AddressLine1Txt0941 CAPRI ROAD
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 Blue Heron Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encinitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092024
ReturnHeader/PreparerPersonGrp/PhoneNum08584908910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN HAMILTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-16T08:51:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,050
Liabilities
-
Net assets
$17,050
Revenue
$93,310
Expenses
$92,852
Net income
$458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.41$1.11$0.29
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.32$1.30$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$2.17$2.17$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.99$1.13$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.79$1.08$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.95$0.57$0.38
2019Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.87$0.75$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.05$0.31$0.82$0.76$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.63$0.55$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.54$0.55$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.93$0.93$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.76$0.87$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.27$0.78$0.79$0.01
2012Summary only. Only limited summary data is available for this year.$0.28$0.00$0.80$0.79$0.01
2011Summary only. Only limited summary data is available for this year.$0.27$0.00$0.92$0.87$0.05