Civic Intelligence

Kapaa Elementary School Ptsa Inc

990EZ • Fiscal year 2021 • EIN 99-0187607

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileN/A
4886 Kawaihau RdKapaa, HI 96746

(808) 651-1079

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

100th percentile

121%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

11th percentile

-38%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,083

Down $6,175 (-38%) from 2020

Net Assets

Down

$10,083

Down $6,175 (-38%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$879

Down $26,478 (-103%) from 2020

Expenses

Down

$185

Down $23,524 (-99%) from 2020

Net Income

Down

-$1,064

Down $2,954 (-156%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$60K$40K$20K$0Assets 2017: $16,539Net Assets 2017: $16,5392017Assets 2018: $16,975Net Assets 2018: $16,9752018Assets 2019: $14,368Net Assets 2019: $14,3682019Assets 2020: $16,258Net Assets 2020: $16,2582020Assets 2021: $10,083Net Assets 2021: $10,0832021Assets 2025: $41,579Net Assets 2025: $41,5792025

Highlighted filing

2021

Assets$10,083
Liabilities-
Net Assets$10,083
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $74,884Expenses 2017: $78,804Net Income 2017: -$3,9202017Revenue 2018: $43,712Expenses 2018: $43,276Net Income 2018: $4362018Revenue 2019: $33,544Expenses 2019: $36,151Net Income 2019: -$2,6072019Revenue 2020: $25,599Expenses 2020: $23,709Net Income 2020: $1,8902020Revenue 2021: -$879Expenses 2021: $185Net Income 2021: -$1,0642021Revenue 2025: $58,099Expenses 2025: $39,491Net Income 2025: $18,6082025

Highlighted filing

2021

Revenue-$879
Expenses$185
Net Income-$1,064
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$1,085
Mission and Program Overview

Mission

To unite the forces of home, school and community on behalf of children

Program Services

DescriptionGrantsExpenses
CLASSROOM SUPPORT OF ALL LEARNING ACTIVITIES WITHIN THE LEARNING ENVIRONMENT.-$5,121
PERIODIC GENERAL MEMBERSHIP MEETINGS AND STATEWIDE CONFERENCES--
SAFE ROUTES TO SCHOOL PROGRAM PROMOTES WALKING AND BICYCLING TO SCHOOL. PROGRAM ENCOURAGES HEALTH AND WELLENSS AND WITH THE INTENT TO MINIMIZE VEHICLE TRAFFIC BEFORE AND AFTER SCHOOL.--
AFTER SCHOOL ENRICHMENT PROGRAMS - DOLPHIN CLUBS AND HOMEWORK HELPROOM. STUDENTS ATTEND HOMEWORK HELPROOM FOR ADDITIONAL ASSISTANCE WITH ASSIGNED HOMEWORK. ENRICHMENT CLASSES SUCH AS ART, GAMES, UKULELE, DANCE, COMPUTER AND ZUMBA--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHERIE BERGPresident/Treasurer-$0--
RITA MANDERFELDSecretary-$0--
MELISSA HOESELDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cookie Sale Held Prior Fiscal Year--$1,964-
Total Events--$1,964$-1,964
Filing and Contact Details

Filer

Filer Name
Kapaa Elementary School Ptsa Inc
EIN
99-0187607
Phone
8086511079
Address
4886 KAWAIHAU RD, KAPAA, HI 96746

Signing Officer

Name
Cherie Berg Treasurer
Title
111521
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Samantha L Shetzline CPA Inc
Address
PO Box 153, Hanalei, HI 96714
Preparer
Samantha L Shetzline
Phone
8086511079
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part III, Line 31

“CLASSROOM SUPPORT OF ALL LEARNING ACTIVITIES WITHIN THE LEARNING ENVIRONMENT. Grants and allocations 0, Program service expenses 5,121”

Form 990-EZ, Part I, Line 16, Other Expenses

“State registration fees 185”

Raw XML Appendix156 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0DOLPHIN CLUB COORDINATOR
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Samantha L Shetzline CPA Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum08086511079
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04-1435 Kuhio Hwy Suite 203
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kapaa
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096746
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016258
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010083
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01085
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1064
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016258
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IRS990EZ/GrossReceiptsAmt01085
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016258
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHERIE BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RITA MANDERFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA HOESEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO UNITE THE FORCES OF HOME, SCHOOL AND COMMUNITY ON BEHALF OF CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PERIODIC GENERAL MEMBERSHIP MEETINGS AND STATEWIDE CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SAFE ROUTES TO SCHOOL PROGRAM PROMOTES WALKING AND BICYCLING TO SCHOOL. PROGRAM ENCOURAGES HEALTH AND WELLENSS AND WITH THE INTENT TO MINIMIZE VEHICLE TRAFFIC BEFORE AND AFTER SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2AFTER SCHOOL ENRICHMENT PROGRAMS - DOLPHIN CLUBS AND HOMEWORK HELPROOM. STUDENTS ATTEND HOMEWORK HELPROOM FOR ADDITIONAL ASSISTANCE WITH ASSIGNED HOMEWORK. ENRICHMENT CLASSES SUCH AS ART, GAMES, UKULELE, DANCE, COMPUTER AND ZUMBA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3CLASSROOM SUPPORT OF ALL LEARNING ACTIVITIES WITHIN THE LEARNING ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01964
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1964
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0HI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0185
IRS990EZ/TotalProgramServiceExpensesAmt05121
IRS990EZ/TotalRevenueAmt0-879
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036378
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt049939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019816
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050678
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0157896
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0157896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt036378
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049939
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt050678
IRS990ScheduleA/Total509Grp/TotalAmt0157896
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt036378
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt050678
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0157896
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01964
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COOKIE SALE HELD PRIOR FISCAL YEAR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-1964
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01964
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01964
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSROOM SUPPORT OF ALL LEARNING ACTIVITIES WITHIN THE LEARNING ENVIRONMENT. Grants and allocations 0, Program service expenses 5,121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE REGISTRATION FEES 185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERIE BERG TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0111521
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPAA ELEMENTARY SCHOOL PTSA INC
ReturnHeader/Filer/BusinessNameControlTxt0KAPA
ReturnHeader/Filer/EIN0990187607
ReturnHeader/Filer/PhoneNum08086511079
ReturnHeader/Filer/USAddress/AddressLine1Txt04886 KAWAIHAU RD
ReturnHeader/Filer/USAddress/CityNm0KAPAA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096746
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Samantha L Shetzline CPA Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 153
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hanalei
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096714
ReturnHeader/PreparerPersonGrp/PhoneNum08086511079
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Samantha L Shetzline
ReturnHeader/ReturnTs02021-11-15T08:02:14-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERG
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,083
Liabilities
-
Net assets
$10,083
Revenue
-$879
Expenses
$185
Net income
-$1,064
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.6$41.6$58.1$39.5$18.6
2021Detailed filing. Detailed filing data is available for this year.$10.1$10.1$0.88$0.19$1.06
2020Detailed filing. Detailed filing data is available for this year.$16.3$16.3$25.6$23.7$1.89
2019Detailed filing. Detailed filing data is available for this year.$14.4$14.4$33.5$36.2$2.61
2018Detailed filing. Detailed filing data is available for this year.$17.0$17.0$43.7$43.3$0.44
2017Detailed filing. Detailed filing data is available for this year.$16.5$16.5$74.9$78.8$3.92