Civic Intelligence

Carrillo Elementary School Parent Teacher Organization

990EZ • Fiscal year 2015 • EIN 91-1973914

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

0.5%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$164,566

Up $11,995 (+7.9%) from 2014

Net Assets

Up

$164,566

Up $15,995 (+11%) from 2014

Liabilities

Down

$0

Down $4,000 (-100%) from 2014

Revenue

Up

$147,230

Up $784 (+0.5%) from 2014

Expenses

Down

$125,736

Down $6,014 (-4.6%) from 2014

Net Income

Up

$21,494

Up $6,798 (+46%) from 2014

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: $164,566Liabilities 2015: $0Net Assets 2015: $164,5662015

Highlighted filing

2015

Assets$164,566
Liabilities$0
Net Assets$164,566

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

2015

Revenue$147,230
Expenses$125,736
Net Income$21,494
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$168,793
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 educationalcurriculum provided by Carrillo Elementary school.$91,327-
Provided supplies and resources to support the staff of Carrillo Elementary School.$27,583-
Provided social events to encourage children, parent, and staff interactions,strengthening bonds that increase volunteer participation, awareness of school,and valuable connections between families.$472-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Estelle Praly-HilmenPresidentPT$0--
Magan WeberSecretary-$0--
Annette GoldmanCo-TreasurerPT$0--
Fransy RusseyCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pledge Drive$67,610-$3,728-
End of Year Party$18,962$18,962$7,135$11,827
Total Events$112,596$32,333$18,644$13,689
Filing and Contact Details

Filer

Filer Name
Carrillo Elementary Parent Teacher
EIN
91-1973914
Phone
7602902919
Address
2875 Poinsettia Lane, Carlsbad, CA 92009

Signing Officer

Name
Fransy Russey
Title
Co-Treasurer
Signed
2016-05-16
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1870

Other Expenses.1003

Information Technology $1714

Other Expenses.1012

Insurance $355

Other Expenses.1

Weekly Reader Cost $5693

Other Expenses.2

Classroom Set Up $4700

Other Expenses.3

School Supplies $4000

Other Expenses.4

Running Program $3076

Other Expenses.5

Phone Communication System $3000

Other Expenses.6

Assemblies $2870

Other Expenses.7

Art Program & Supplies $2639

Other Expenses.8

iPads $2100

Other Expenses.9

Distinguished School Displays $1875

Other Expenses.10

Bank Service Charges $1325

Other Expenses.11

Credit Card Fees $1232

Other Expenses.12

Carrillo Garden $1206

Other Expenses.13

Staff Appreciation $1038

Other Expenses.14

Library - Books & Supplies $993

Other Expenses.15

PTO Volunteer Recognition $946

Other Expenses.16

PE Supplies $717

Other Expenses.17

District Track Meet $688

Other Expenses.18

Dads on Campus $504

Other Expenses.19

Class Book Sets $443

Other Expenses.20

Back to School $426

Other Expenses.21

Class Treats $417

Other Expenses.22

Spelling Bee $387

Other Expenses.23

Reading Lab $242

Other Expenses.24

Library & Text Books $210

Other Expenses.25

Music Supplies $161

Other Expenses.26

Peace & Safety Patrol $147

Other Expenses.27

Art Attacks $138

Other Expenses.28

School Supplies $103

Other Expenses.29

Teacher Holiday Cookie Exchange $36

Other Expenses.30

Kindergarten Orientation $10

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $4000 Accounts Payable and Accrued Expenses - Ending $0

Raw XML Appendix251 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/ExplanationTxt0Office Expenses $1870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Weekly Reader Cost $5693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom Set Up $4700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5School Supplies $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Running Program $3076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Phone Communication System $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Assemblies $2870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Art Program & Supplies $2639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10iPads $2100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Distinguished School Displays $1875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Service Charges $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Credit Card Fees $1232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Carrillo Garden $1206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Staff Appreciation $1038
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Library - Books & Supplies $993
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17PTO Volunteer Recognition $946
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PE Supplies $717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19District Track Meet $688
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Dads on Campus $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Class Book Sets $443
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Back to School $426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Class Treats $417
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Spelling Bee $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Reading Lab $242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Library & Text Books $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Music Supplies $161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Peace & Safety Patrol $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt29Art Attacks $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt30School Supplies $103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt31Teacher Holiday Cookie Exchange $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt32Kindergarten Orientation $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33Accounts Payable and Accrued Expenses - Beginning $4000 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Expenses.20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other Expenses.21
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other Expenses.22
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other Expenses.23
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other Expenses.24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Other Expenses.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Other Expenses.26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc29Other Expenses.27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc30Other Expenses.28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc31Other Expenses.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc32Other Expenses.30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc33Total Liabilities.1001
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Fransy Russey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carrillo Elementary Parent Teacher
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Organization
ReturnHeader/Filer/BusinessNameControlTxt0CARR
ReturnHeader/Filer/EIN0911973914
ReturnHeader/Filer/PhoneNum07602902919
ReturnHeader/Filer/USAddress/AddressLine1Txt02875 Poinsettia Lane
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092009
ReturnHeader/ReturnTs02016-05-16T14:18:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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