Civic Intelligence

Capri Elementary PTA

990EZ • Fiscal year 2021 • EIN 91-1932016

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-35%

Faster asset growth than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

-17%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$53,184

Down $28,849 (-35%) from 2020

Net Assets

Down

$53,184

Down $28,849 (-35%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$79,080

Down $15,810 (-17%) from 2020

Expenses

Up

$107,929

Up $51,379 (+91%) from 2020

Net Income

Down

-$28,849

Down $67,189 (-175%) from 2020

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

2021

Assets$53,184
Liabilities-
Net Assets$53,184

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

2021

Revenue$79,080
Expenses$107,929
Net Income-$28,849
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.1
Gross Receipts
$106,071
Mission and Program Overview

Mission

To support the students and teachers of capri elementary

Program Services

DescriptionGrantsExpenses
SCHOOL ENHANCEMENTS: MURAL, OUTDOOR TABLES, SHADE SAILS, MONUMENT SIGN, CAMPUS ARTWORKGARDEN CLUB$0$67,627
ACADEMIC ENRICHMENT: ART, HISTORICAL WALKTHROUGHS, READING PROGRAMS, PHOTOGRAPHY, BOOKS/LITERACY, CAMPERSHIPS,BUS & FIELD TRIPS$0$16,663
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANI MILLERPresident-$0--
AMY GORMANExec Vice President-$0--
DENEAN MOSMANTreasurer-$0--
CHRISTY ROSENBERGSecretary-$0--
AMANDA CAMERONParliamentarian-$0--
KIM DUDNICKVP Membership-$0--
PAIGE JENSENCo-VP Programs-$0--
LINDSAY OLSONCo-VP Programs-$0--
PERI LACHMANCo-VP Ways & Means-$0--
TIFFANY ROGERSCo-VP Ways & Means-$0--
JOLENE ALLDREDGEVP Communications-$0--
KATIE NELSONCo-Health-$0--
DENISE PRESTONVP Volunteers-$0--
JAMIE WALTONHistorian-$0--
BRIDGET BURKECo-Health-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$66,104$66,104$21,640$44,464
Yearbooks$6,276$6,276$5,351$925
Total Events$72,380$72,380$26,991$45,389
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
Treasurer
Phone
7609444360
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Helen E Welbourn
Address
8383 Center Dr Ste D, La Mesa, CA 91942
Preparer
Helen Welbourn EA
Phone
6197131989
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

6th grade promotion 3901.

Form 990EZ, Part I, Line 16

Academic enrichments 3rd grade 339.

Form 990EZ, Part I, Line 16

Academic enrichments 4th grade 1210.

Form 990EZ, Part I, Line 16

Academic enrichments 5th grade 527.

Form 990EZ, Part I, Line 16

Academic enrichments 6th grade 1674.

Form 990EZ, Part I, Line 16

Academic enrichments kindergarten 382.

Form 990EZ, Part I, Line 16

ART ENRICHMENT 249.

Form 990EZ, Part I, Line 16

BANK CHARGES 1.

Form 990EZ, Part I, Line 16

Beginning year packets 10181.

Form 990EZ, Part I, Line 16

Camperships 6th grade 330.

Form 990EZ, Part I, Line 16

CAPRI READS 165.

Form 990EZ, Part I, Line 16

Classroom contributions 4200.

Form 990EZ, Part I, Line 16

Communication/website/gd 687.

Form 990EZ, Part I, Line 16

GARDEN CLUB 14463.

Form 990EZ, Part I, Line 16

HEALTH & SAFETY 824.

Form 990EZ, Part I, Line 16

HOLIDAY DRIVE 4000.

Form 990EZ, Part I, Line 16

HOSPITALITY 359.

Form 990EZ, Part I, Line 16

INSURANCE 258.

Form 990EZ, Part I, Line 16

LRC & SPED 607.

Form 990EZ, Part I, Line 16

MEMBERSHIP EXPENSES 450.

Form 990EZ, Part I, Line 16

Miscellaneous operating expenses 1408.

Form 990EZ, Part I, Line 16

Pta dues to north coastal council 958.

Form 990EZ, Part I, Line 16

Registry of charitable trusts annual fee 25.

Form 990EZ, Part I, Line 16

School enhancements 53164.

Form 990EZ, Part I, Line 16

Teacher appreciation 6896.

Form 990EZ, Part I, Line 16

TRANSLATIONS 83.

Form 990EZ, Part I, Line 16

Uncategorized expenses 438.

Raw XML Appendix302 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/PersonNm0LANI MILLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA CAMERON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM DUDNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAIGE JENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LINDSAY OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8PERI LACHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TIFFANY ROGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10JOLENE ALLDREDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11KATIE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DENISE PRESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JAMIE WALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14BRIDGET BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO-VP PROGRAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO-VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CO-VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10VP COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CO-HEALTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12VP VOLUNTEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14CO-HEALTH
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE STUDENTS AND TEACHERS OF CAPRI ELEMENTARY
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ENHANCEMENTS: MURAL, OUTDOOR TABLES, SHADE SAILS, MONUMENT SIGN, CAMPUS ARTWORKGARDEN CLUB
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt06TH GRADE PROMOTION 3901.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACADEMIC ENRICHMENTS 3RD GRADE 339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACADEMIC ENRICHMENTS 4TH GRADE 1210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACADEMIC ENRICHMENTS 5TH GRADE 527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACADEMIC ENRICHMENTS 6TH GRADE 1674.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACADEMIC ENRICHMENTS KINDERGARTEN 382.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ART ENRICHMENT 249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK CHARGES 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BEGINNING YEAR PACKETS 10181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CAMPERSHIPS 6TH GRADE 330.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CAPRI READS 165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLASSROOM CONTRIBUTIONS 4200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COMMUNICATION/WEBSITE/GD 687.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GARDEN CLUB 14463.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14HEALTH & SAFETY 824.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15HOLIDAY DRIVE 4000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16HOSPITALITY 359.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17INSURANCE 258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18LRC & SPED 607.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19MEMBERSHIP EXPENSES 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20MISCELLANEOUS OPERATING EXPENSES 1408.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21PTA DUES TO NORTH COASTAL COUNCIL 958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22REGISTRY OF CHARITABLE TRUSTS ANNUAL FEE 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23SCHOOL ENHANCEMENTS 53164.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24TEACHER APPRECIATION 6896.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25TRANSLATIONS 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26UNCATEGORIZED EXPENSES 438.
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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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPRI ELEMENTARY PTA
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ReturnHeader/PreparerPersonGrp/PhoneNum06197131989
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
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ReturnHeader/ReturnTs02022-05-09T12:07:35-07:00
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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