Civic Intelligence

Capri Elementary PTA

990EZ • Fiscal year 2019 • EIN 91-1932016

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

71st percentile

20%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

59th percentile

7.0%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$43,478

Up $7,195 (+20%) from 2018

Net Assets

Up

$43,478

Up $12,534 (+41%) from 2018

Liabilities

Down

$0

Down $5,339 (-100%) from 2018

Revenue

Up

$87,477

Up $5,730 (+7.0%) from 2018

Expenses

Down

$74,943

Down $1,171 (-1.5%) from 2018

Net Income

Up

$12,534

Up $6,901 (+123%) from 2018

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

2019

Assets$43,478
Liabilities$0
Net Assets$43,478

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

2019

Revenue$87,477
Expenses$74,943
Net Income$12,534
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$132,222
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, CAMPERSHIPS,BUS & FIELD TRIPS$0$36,465
SCHOOL ENHANCEMENTS: COMMUNITY SERVE DAY, GARDEN OFTHE FUTURE$0$10,136
SPONSORED: CAPRI STRIDES - RUNNING CLUB; CAPRI DE MAYO-ETHNIC FOODS OFFERED, CLASS PARTICIPATION/DANCING;$0$3,289
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOLENE ALLDREDGEPresident-$0--
JAMIE WALTONExec Vice President-$0--
SUSIE TADDERCo-Treasurer-$0--
AMY GORMANSecretary-$0--
DANIELLE MORRISONParliamentarian-$0--
ERIN HUGHESCo-Treasurer-$0--
SHERI LEEAuditor-$0--
MERCEDES O'SHEA WALKERLegislation-$0--
ALLISON MANGIAFICOVP Membership-$0--
BRIDGET BURKEVP Programs-$0--
JEN CARPACIVP Ways & Means-$0--
DENEAN MOSMANVP Communications-$0--
YVETTE PEDERSONHealth & Safety-$0--
JESSICA PETREEVP Volunteers-$0--
KIRSTYN BLISSHistorian-$0--
ANDREAN LYONSHospitality-$0--
CHRISTINA DUBEHealth & Safety-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$63,447$63,447$14,034$49,413
Fall Festival$9,716$9,716$6,956$2,760
Total Events$103,812$103,812$44,745$59,067
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
Jennifer Capaci
Title
Treasurer
Phone
7609444360
Signed
2019-11-14
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 2055.

Form 990EZ, Part I, Line 16

MEMBERSHIP EXPENSES 215.

Form 990EZ, Part I, Line 16

TRANSLATIONS 168.

Form 990EZ, Part I, Line 16

Academic enrichments 1st grade 462.

Form 990EZ, Part I, Line 16

Depreciation 6997.

Form 990EZ, Part I, Line 16

Academic enrichments 2nd grade 1234.

Form 990EZ, Part I, Line 16

Academic enrichments 3rd grade 304.

Form 990EZ, Part I, Line 16

Academic enrichments 4th grade 3226.

Form 990EZ, Part I, Line 16

Academic enrichments 5th grade 5298.

Form 990EZ, Part I, Line 16

Academic enrichments 6th grade 2779.

Form 990EZ, Part I, Line 16

Academic enrichments kindergarten 1792.

Form 990EZ, Part I, Line 16

BANK CHARGES 92.

Form 990EZ, Part I, Line 16

DIRECTORY SERVICE 498.

Form 990EZ, Part I, Line 16

INSURANCE 252.

Form 990EZ, Part I, Line 16

Miscellaneous operating expenses 455.

Form 990EZ, Part I, Line 16

ART ENRICHMENT 8333.

Form 990EZ, Part I, Line 16

6th grade promotions 3285.

Form 990EZ, Part I, Line 16

CAPRI READS 2410.

Form 990EZ, Part I, Line 16

CAPRI STRIDES 1840.

Form 990EZ, Part I, Line 16

Classroom contributions 3134.

Form 990EZ, Part I, Line 16

COMMUNITY SERVE DAY 320.

Form 990EZ, Part I, Line 16

Field trips 1st grade 1997.

Form 990EZ, Part I, Line 16

Field trips 2nd grade 2775.

Form 990EZ, Part I, Line 16

Field trips 4th grade 1030.

Form 990EZ, Part I, Line 16

Field trips 5th grade 2140.

Form 990EZ, Part I, Line 16

Field trips 6th grade 1836.

Form 990EZ, Part I, Line 16

Field trips kindergarten 1100.

Form 990EZ, Part I, Line 16

HOLIDAY DRIVE 305.

Form 990EZ, Part I, Line 16

HOSPITALITY 1492.

Form 990EZ, Part I, Line 16

Camperships - 6th grade 549.

Form 990EZ, Part I, Line 16

Kindness awareness week 171.

Form 990EZ, Part I, Line 16

MATH 24 233.

Form 990EZ, Part I, Line 16

PHOTOGRAPHY 958.

Form 990EZ, Part I, Line 16

STUDY BUDDIES 226.

Form 990EZ, Part I, Line 16

Teacher appreciation 2430.

Form 990EZ, Part I, Line 16

UNICEF DONATION 1402.

Form 990EZ, Part I, Line 16

FIELD DAY 94.

Form 990EZ, Part I, Line 16

GEOGRAPHY BEE 209.

Form 990EZ, Part I, Line 16

HEALTH & SAFETY 1565.

Form 990EZ, Part I, Line 16

LRC & SPED 1107.

Form 990EZ, Part I, Line 16

Earth day/green team 272.

Form 990EZ, Part I, Line 16

ELAC 165.

Form 990EZ, Part I, Line 16

GARDEN CLUB 415.

Form 990EZ, Part I, Line 16

Mini-grants 1st grade 843.

Form 990EZ, Part I, Line 16

Mini-grants 3rd grade 677.

Form 990EZ, Part I, Line 16

Mini-grants 4th grade 495.

Form 990EZ, Part I, Line 16

Mini-grants 5th grade 709.

Form 990EZ, Part I, Line 16

Mini-grants 6th grade 763.

Form 990EZ, Part I, Line 16

Mini-grants kingergarten 783.

Form 990EZ, Part I, Line 16

SWPPP 251.

Form 990EZ, Part I, Line 16

VARIETY SHOW 702.

Form 990EZ, Part I, Line 16

School enhancements 1560.

Form 990EZ, Part II, Line 26

Current year income earmarked for next year 5339. 0.

Raw XML Appendix378 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/PhoneNum07609444360
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENCINITAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOLENE ALLDREDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUSIE TADDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY GORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIELLE MORRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIN HUGHES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERI LEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALLISON MANGIAFICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIDGET BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JEN CARPACI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DENEAN MOSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12YVETTE PEDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JESSICA PETREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14KIRSTYN BLISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15ANDREAN LYONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16CHRISTINA DUBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7LEGISLATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9VP PROGRAMS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12HEALTH & SAFETY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15HOSPITALITY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16HEALTH & SAFETY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017493
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010496
IRS990EZ/OtherExpensesTotalAmt074403
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND TEACHERS OF CAPRI ELEMENTARY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ENHANCEMENTS: COMMUNITY SERVE DAY, GARDEN OFTHE FUTURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPONSORED: CAPRI STRIDES - RUNNING CLUB; CAPRI DE MAYO-ETHNIC FOODS OFFERED, CLASS PARTICIPATION/DANCING;
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP EXPENSES 215.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRANSLATIONS 168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACADEMIC ENRICHMENTS 1ST GRADE 462.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 6997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACADEMIC ENRICHMENTS 2ND GRADE 1234.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACADEMIC ENRICHMENTS 3RD GRADE 304.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACADEMIC ENRICHMENTS 4TH GRADE 3226.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACADEMIC ENRICHMENTS 5TH GRADE 5298.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACADEMIC ENRICHMENTS 6TH GRADE 2779.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACADEMIC ENRICHMENTS KINDERGARTEN 1792.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DIRECTORY SERVICE 498.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS OPERATING EXPENSES 455.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt166TH GRADE PROMOTIONS 3285.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CAPRI READS 2410.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18CAPRI STRIDES 1840.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20COMMUNITY SERVE DAY 320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21FIELD TRIPS 1ST GRADE 1997.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22FIELD TRIPS 2ND GRADE 2775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23FIELD TRIPS 4TH GRADE 1030.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24FIELD TRIPS 5TH GRADE 2140.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25FIELD TRIPS 6TH GRADE 1836.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28HOSPITALITY 1492.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30KINDNESS AWARENESS WEEK 171.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32PHOTOGRAPHY 958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33STUDY BUDDIES 226.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt34TEACHER APPRECIATION 2430.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35UNICEF DONATION 1402.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt36FIELD DAY 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37GEOGRAPHY BEE 209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt38HEALTH & SAFETY 1565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt39LRC & SPED 1107.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt40EARTH DAY/GREEN TEAM 272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41ELAC 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42GARDEN CLUB 415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt43MINI-GRANTS 1ST GRADE 843.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt44MINI-GRANTS 3RD GRADE 677.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt45MINI-GRANTS 4TH GRADE 495.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt46MINI-GRANTS 5TH GRADE 709.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt47MINI-GRANTS 6TH GRADE 763.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt48MINI-GRANTS KINGERGARTEN 783.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt49SWPPP 251.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt50VARIETY SHOW 702.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt51SCHOOL ENHANCEMENTS 1560.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52CURRENT YEAR INCOME EARMARKED FOR NEXT YEAR 5339. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc46Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc48Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc50Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc51Form 990EZ, Part I, Line 16
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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