Civic Intelligence

Capri Elementary PTA

990EZ • Fiscal year 2017 • EIN 91-1932016

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

63%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$25,191

Up $9,698 (+63%) from 2016

Net Assets

Up

$25,191

Up $9,698 (+63%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$62,852

Up $9,073 (+17%) from 2016

Expenses

Down

$55,253

Down $83 (-0.1%) from 2016

Net Income

Up

$7,599

Up $9,156 (+588%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$25,191
Liabilities-
Net Assets$25,191

Operations Trend

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

2017

Revenue$62,852
Expenses$55,253
Net Income$7,599
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$94,029
Mission and Program Overview

Mission

To support the students and teachers of capri elementary

Program Services

DescriptionGrantsExpenses
ACADEMIC ENRICHMENT: ART, HISTORICAL WALKTHROUGHS, READING PROGRAMS, PHOTOGRAPHY, BOOKS/LITERACY, KINDERGARTEN CIRCUS & RODEO, CAMPERSHIPS, BUS & FIELD TRIPS-$36,830
SPONSORED: CAPRI STRIDES - RUNNING CLUB; CAPRI DE MAYO- ETHNIC FOODS OFFERED, CLASS PARTICIPATION/DANCING;-$3,310
SCHOOL ENHANCEMENTS: COMMUNITY SERVE DAY, GARDEN OF THE FUTURE & ARTISTIC PLAY AREA-$1,176
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENEAN MOSMANPresident-$0--
JENNIFER CHARPVice President-$0--
DANIELLE FRANCOSecretary-$0--
ERIN D'ALESSANDROParliamentarian-$0--
LAURA BENINTENDTreasurer-$0--
SHELBY POLICASTRIAuditor-$0--
MERCEDES WALKERHistorian-$0--
ALLISON MANGIAFICAVolunteers-$0--
LARA JENUSAITISMembership-$0--
AMY GORMANPrograms-$0--
SHERI LEEWays & Means-$0--
CHRISTINA DUBECommunications-$0--
HANNAH FULLERHealth & Safety-$0--
ANDREA LYONSHospitality-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$38,409$38,409$6,163$32,246
Fall Festival$8,307$8,307$3,979$4,328
Total Events$67,486$67,486$25,665$41,821
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
Denean Mosman
Title
President
Phone
7609444360
Signed
2017-11-13
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 to north coastal council 2114.

Form 990EZ, Part I, Line 16

Misc previous year expenses 842.

Form 990EZ, Part I, Line 16

TRANSLATIONS 2848.

Form 990EZ, Part I, Line 16

Academic enrichments k - 6th 16049.

Form 990EZ, Part I, Line 16

BANK CHARGES 185.

Form 990EZ, Part I, Line 16

Communication system 697.

Form 990EZ, Part I, Line 16

DIRECTORY SERVICE 498.

Form 990EZ, Part I, Line 16

INSURANCE 221.

Form 990EZ, Part I, Line 16

Miscellaneous operating expenses 310.

Form 990EZ, Part I, Line 16

ART ENRICHMENT 5931.

Form 990EZ, Part I, Line 16

Campership - 6th grade 2722.

Form 990EZ, Part I, Line 16

CAPRI READS 2030.

Form 990EZ, Part I, Line 16

CAPRI STRIDES 1807.

Form 990EZ, Part I, Line 16

Classroom contributions 3131.

Form 990EZ, Part I, Line 16

COMMUNITY SERVE DAY 930.

Form 990EZ, Part I, Line 16

ELAC 418.

Form 990EZ, Part I, Line 16

Field trips k - 6th 6968.

Form 990EZ, Part I, Line 16

HOLIDAY DRIVE 293.

Form 990EZ, Part I, Line 16

HOSPITALITY 684.

Form 990EZ, Part I, Line 16

GRANTS 2ND & 5TH 3592.

Form 990EZ, Part I, Line 16

RED RIBBON WEEK 965.

Form 990EZ, Part I, Line 16

SCHOOL GARDEN 246.

Form 990EZ, Part I, Line 16

STUDY BUDDIES 260.

Form 990EZ, Part I, Line 16

Teacher appreciation 1016.

Form 990EZ, Part I, Line 16

VARIETY SHOW 496.

Form 990EZ, Part I, Line 20

Prior year stock donation was not reported 2030.

Form 990EZ, Part I, Line 20

Prior year checks voided 69.

Raw XML Appendix256 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PTA DUES TO NORTH COASTAL COUNCIL 2114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC PREVIOUS YEAR EXPENSES 842.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSLATIONS 2848.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACADEMIC ENRICHMENTS K - 6TH 16049.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNICATION SYSTEM 697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DIRECTORY SERVICE 498.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS OPERATING EXPENSES 310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ART ENRICHMENT 5931.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CAMPERSHIP - 6TH GRADE 2722.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CAPRI STRIDES 1807.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CLASSROOM CONTRIBUTIONS 3131.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14COMMUNITY SERVE DAY 930.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FIELD TRIPS K - 6TH 6968.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17HOLIDAY DRIVE 293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18HOSPITALITY 684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19GRANTS 2ND & 5TH 3592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20RED RIBBON WEEK 965.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21SCHOOL GARDEN 246.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22STUDY BUDDIES 260.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23TEACHER APPRECIATION 1016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24VARIETY SHOW 496.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25PRIOR YEAR STOCK DONATION WAS NOT REPORTED 2030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26PRIOR YEAR CHECKS VOIDED 69.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DENEAN MOSMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07609444360
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01BE3CCE53609E317C142D3D0A4156FA6582CFEF9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F614BB5717AC1D796FB31A55651A76893A343DB4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.79.255.90
ReturnHeader/FilingSecurityInformation/IPDt02017-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm011:33:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HELEN WELBOURN EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02258 TAMPA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL CAJON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092020
ReturnHeader/PreparerPersonGrp/PhoneNum06197131989
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HELEN WELBOURN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-13T11:33:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits