Civic Intelligence

Carrillo Elementary School Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 91-1973914

Jul 01, 2013 to Jun 30, 2014 • Filed on May 15, 2015

2875 Poinsettia LaneCarlsbad, CA 92009

(760) 290-2919

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

7.5%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$152,571

Up $8,696 (+6.0%) from 2013

Net Assets

$148,571

No earlier filing loaded for comparison.

Liabilities

Down

$4,000

Down $16,445 (-80%) from 2013

Revenue

Up

$146,446

Up $10,165 (+7.5%) from 2013

Expenses

Up

$131,750

Up $6,286 (+5.0%) from 2013

Net Income

Up

$14,696

Up $3,879 (+36%) from 2013

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $125,497Liabilities 2011: $7,4452011Assets 2012: $154,499Liabilities 2012: $42,1252012Assets 2013: $143,875Liabilities 2013: $20,4452013Assets 2014: $152,571Liabilities 2014: $4,000Net Assets 2014: $148,5712014Assets 2015: $164,566Net Assets 2015: $164,5662015

Highlighted filing

2014

Assets$152,571
Liabilities$4,000
Net Assets$148,571

Operations Trend

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

$150K$100K$50K$0Revenue 2011: $126,021Expenses 2011: $119,302Net Income 2011: $6,7192011Revenue 2012: $146,545Expenses 2012: $144,223Net Income 2012: $2,3222012Revenue 2013: $136,281Expenses 2013: $125,464Net Income 2013: $10,8172013Revenue 2014: $146,446Expenses 2014: $131,750Net Income 2014: $14,6962014Revenue 2015: $147,230Expenses 2015: $125,736Net Income 2015: $21,4942015

Highlighted filing

2014

Revenue$146,446
Expenses$131,750
Net Income$14,696
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$176,761
Mission and Program Overview

Mission

To provide educational enrichment for all Carrillo Elementary students.

Program Services

DescriptionGrantsExpenses
Provided enriching programs in the areas of music, computer lab, art, assemblies, reading lab, library, physical education, science and math to support educational curriculum provided by Carrillo Elementary school.$79,748$1,000
Provided supplies and resources to support the staff of Carrillo Elementary School.$29,750-
Provided social events to encourage children, parent, and staff interactions, strengthening bonds that increase volunteer participation, awareness of school, and valuable connections between families.$21,212-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Estelle Praly-HilmenPresident-$0--
Magan WeberSecretary-$0--
Annette GoldmanCo-Treasurer-$0--
Jean O'DonnellCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$54,727-$595-
Event 2$20,813$20,813$9,733$11,080
Total Events$131,131$61,701$29,823$31,878
Filing and Contact Details

Filer

EIN
91-1973914
Phone
7602902919

Signing Officer

Name
Fransy Russey
Title
Co-Treasurer
Signed
2015-05-15
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $319

Other Expenses.1003

Information Technology $400

Other Expenses.1012

Insurance $320

Other Expenses.1

Yearbook $13869

Other Expenses.2

School Supplies $8786

Other Expenses.3

Teacher Support $7215

Other Expenses.4

Program Supplies $6813

Other Expenses.5

Weekly Reader $5300

Other Expenses.6

PE & Playground Programs & Sup $4902

Other Expenses.7

Assemblies $2813

Other Expenses.8

Family Event Expenses $2043

Other Expenses.9

Library & Text Books $2035

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $10000 Accounts Payable and Accrued Expenses - Ending $4000

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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/TotalExpensesAmt0131750
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0115569
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yearbook $13869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School Supplies $8786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Support $7215
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Weekly Reader $5300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PE & Playground Programs & Sup $4902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Assemblies $2813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Family Event Expenses $2043
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Library & Text Books $2035
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Fransy Russey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10Carrillo Elementary Parent Teacher
ReturnHeader/Filer/BusinessName/BusinessNameLine20Organization
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0911973914
ReturnHeader/Filer/PhoneNum07602902919
ReturnHeader/Filer/USAddress/AddressLine102875 Poinsettia Lane
ReturnHeader/Filer/USAddress/City0Carlsbad
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092009
ReturnHeader/ReturnTs02015-05-15T17:54:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits