Civic Intelligence

Capri Elementary PTA

990EZ • Fiscal year 2016 • EIN 91-1932016

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization Profilewww.capripta.org
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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

30th percentile

-9.1%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$15,493

Down $1,557 (-9.1%) from 2015

Net Assets

Down

$15,493

Down $1,557 (-9.1%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin34th percentile

Revenue

Down

$53,779

Down $39,531 (-42%) from 2015

Expenses

Down

$55,336

Down $37,516 (-40%) from 2015

Net Income

Down

-$1,557

Down $2,015 (-440%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$15,493
Liabilities-
Net Assets$15,493
Open 2016 Filing

Operations Trend

Revenue Growth12th 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

2016

Revenue$53,779
Expenses$55,336
Net Income-$1,557
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$83,117
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, FIELD TRIPS)-$46,381
SPONSOR FALL HERITAGE FESTIVAL, A GIANT HERITAGE THEMED POTLUCK DECORATED WITH POSTERS BY THE STUDENTS & OFFERED ETHNIC FOODS AND DANCERS. APPROX 250-300 KIDS ATTENDED.-$2,496
SCHOOL ENHANCEMENTS (PLAYGROUND EQUIPMENT, LANDSCAPE)-$1,300
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
KAREN WHATNALLVice President-$0--
SHELBY POLICASTRANISecretary-$0--
AMY GORMANSecretary-$0--
HOLLY BUTTETreasurer-$0--
DANIELLE FRANCO-MORRISONAuditor-$0--
CATHERINE BOVEParliamentarian-$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
Laura Benintend
Title
Treasurer
Phone
7609444360
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Helen Welbourn Ea
Address
2258 TAMPA AVE, EL CAJON, CA 92020
Preparer
Helen Welbourn Ea
Phone
6197131989
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“PTA DUES 1534.”

Form 990EZ, Part I, Line 16

“Misc previous year expenses 464.”

Form 990EZ, Part I, Line 16

“Administration expenses 3161.”

Form 990EZ, Part I, Line 16

“PROGRAM EXPENSES 46381.”

Form 990EZ, Part I, Line 16

“School enhancements 1300.”

Form 990EZ, Part I, Line 16

“Fall heritage festival 2496.”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENCINITAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017050
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN WHATNALL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY GORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY BUTTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE FRANCO-MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CATHERINE BOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PARLIAMENTARIAN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055336
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND TEACHERS OF CAPRI ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt02186
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACADEMIC ENRICHMENT (MUSIC, SCIENCE, ART AND READING PROGRAMS, CLASSROOM SUPPLIES, BOOKS, FIELD TRIPS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ENHANCEMENTS (PLAYGROUND EQUIPMENT, LANDSCAPE)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPONSOR FALL HERITAGE FESTIVAL, A GIANT HERITAGE THEMED POTLUCK DECORATED WITH POSTERS BY THE STUDENTS & OFFERED ETHNIC FOODS AND DANCERS. APPROX 250-300 KIDS ATTENDED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046381
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22496
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt029338
IRS990EZ/SpecialEventsNetIncomeLossAmt032421
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055336
IRS990EZ/TotalProgramServiceExpensesAmt050177
IRS990EZ/TotalRevenueAmt053779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.capripta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019148
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064547
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045399
IRS990ScheduleA/Total509Grp/TotalAmt064547
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA DUES 1534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC PREVIOUS YEAR EXPENSES 464.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATION EXPENSES 3161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES 46381.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOOL ENHANCEMENTS 1300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FALL HERITAGE FESTIVAL 2496.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BENINTEND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07609444360
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/AddressLine1Txt02258 TAMPA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL CAJON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06197131989
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HELEN WELBOURN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-18T14:03:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,493
Liabilities
-
Net assets
$15,493
Revenue
$53,779
Expenses
$55,336
Net income
-$1,557
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