Civic Intelligence

Jeffrey School Parent Teachers Organization

EIN 06-1580579 • 501(c)3 • Madison, CT

Profile

The objective of the pto shall be to create a closer relationship between home and school, to enhance the learning environment, to provide and maintain an open network of communication between the school and community, and to foster parent/guardian involvement in the educational process.

331 Copse RoadMadison, CT 06443

www.jespto.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

33rd percentile

-7.8%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-48%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

-0.9%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,776

Down $9,883 (-48%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$10,776

Down $9,883 (-48%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Down

$127,406

Down $1,207 (-0.9%) from 2023

Expenses

Up

$137,289

Up $2,946 (+2.2%) from 2023

Net Income

Down

-$9,883

Down $4,153 (-72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2011: $13,682Liabilities 2011: $02011Assets 2012: $7,563Net Assets 2012: $7,5632012Assets 2013: $3,549Liabilities 2013: $0Net Assets 2013: $3,5492013Assets 2014: $4,078Liabilities 2014: $0Net Assets 2014: $4,0782014Assets 2015: $11,750Liabilities 2015: $0Net Assets 2015: $11,7502015Assets 2023: $20,659Liabilities 2023: $0Net Assets 2023: $20,6592023Assets 2024: $10,776Net Assets 2024: $10,7762024

Highlighted filing

2024

Assets$10,776
Liabilities-
Net Assets$10,776
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $55,546Expenses 2011: $47,409Net Income 2011: $8,1372011Revenue 2012: $50,951Expenses 2012: $57,070Net Income 2012: -$6,1192012Revenue 2013: $36,924Expenses 2013: $40,938Net Income 2013: -$4,0142013Revenue 2014: $26,088Expenses 2014: $25,559Net Income 2014: $5292014Revenue 2015: $40,228Expenses 2015: $32,556Net Income 2015: $7,6722015Revenue 2023: $128,613Expenses 2023: $134,343Net Income 2023: -$5,7302023Revenue 2024: $127,406Expenses 2024: $137,289Net Income 2024: -$9,8832024

Highlighted filing

2024

Revenue$127,406
Expenses$137,289
Net Income-$9,883
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,776
Liabilities
-
Net assets
$10,776
Revenue
$127,406
Expenses
$137,289
Net income
-$9,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.11$0.11$1.27$1.37$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.29$1.34$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.40$0.33$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.26$0.26$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.00$0.04$0.37$0.41$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.08$0.51$0.57$0.06
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.56$0.47$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v6.0
Gross Receipts
$127,406
Mission and Program Overview

Mission

To enhance the learning experience of all children in the school with parent and teacher members.

The objective of the pto shall be to create a closer relationship between home and school, to enhance the learning environment, to provide and maintain an open network of communication between the school and community, and to foster parent/guardian involvement in the

Program Services

DescriptionGrantsExpenses
Field Trips: The PTO sponsors a variety of educational field trip during the year which is open to all students at the school. The organization wants to ensure that every student has the opportunity to attend so all costs including entry fees and bussing are covered by the PTO. During the last fiscal year over 400 students benefited from this program.$0$16,000
Science Week: A tradition that has been ongoing for many years, Science Month is another opportunity to engage all students in multiple different workshops and assemblies all focused on the different areas in science. The PTO works closely with the faculty to incorporate hands-on experiments, engaging assemblies with the goal to get students excited about science. Some of the different programs we have had in the past include a visit from a traveling zoo, Mobile Steam Lab, and a local scientist who leads experiments within each class that are chosen by each grade level.$0$7,230
Carnival: In June, the entire Jeffrey community is invited to a free carnival night held on campus. The PTO organizes activities, games, snacksand entertainment for all of the families and staff to enjoy as an end of year celebration.Some of the many activities include a giant slide, face painting, balloon animals, cotton candy, carnival booths, a magician and a local musician.$0$5,853
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy SutherlandCo-PresidentPT$0--
Laura FrancisCo-PresidentPT$0--
Melissa ChesterVice President-$0--
Matt JoseffVice President-$0--
Melissa DonlanVice President-$0--
Lauren MillerSecretary-$0--
Katie AndersonCo-Treasurer-$0--
Michelle MackeilCo-Treasurer-$0--
TAYLOR FONTNEAUMembers At Large-$0--
KELLY KLOPPMembers At Large-$0--
BONNIE MACKENZIEMembers At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Workshops$70,796$70,796$19,515$51,281
Pno Event$19,408$16,008$2,559$13,449
Total Events$122,854$119,454$72,301$47,153
Filing and Contact Details

Filer

Filer Name
Jeffrey School Parent Teachers Organization
EIN
06-1580579
Phone
2036418828
Address
331 COPSE ROAD, MADISON, CT 06443

Signing Officer

Name
Michelle Mackeil
Title
Treasurer
Phone
2036418828
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Genovese Zdon & Associates LLC
Address
55 Realty Drive Suite 310, Cheshire, CT 06410
Preparer
Sean M Daly
Phone
2032502075
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“INTEREST INCOME 4.”

Form 990EZ, Part I, Line 16

“POSTAGE 6.”

Form 990EZ, Part I, Line 16

“Computer & software 2395.”

Form 990EZ, Part I, Line 16

“Direct workshop and program service costs 133633.”

Form 990EZ, Part I, Line 16

“INSURANCE 255.”

Form 990EZ, Part I, Line 16

“OFFICE EXPENSE 150.”

Raw XML Appendix234 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/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
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IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Carnival: In June, the entire Jeffrey community is invited to a free carnival night held on campus. The PTO organizes activities, games, snacksand entertainment for all of the families and staff to enjoy as an end of year celebration.Some of the many activities include a giant slide, face painting, balloon animals, cotton candy, carnival booths, a magician and a local musician.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST INCOME 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POSTAGE 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER & SOFTWARE 2395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DIRECT WORKSHOP AND PROGRAM SERVICE COSTS 133633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICE EXPENSE 150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02036418828
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFREY SCHOOL PARENT TEACHERS ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0061580579
ReturnHeader/Filer/PhoneNum02036418828
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ReturnHeader/Filer/USAddress/CityNm0MADISON
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cheshire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006410
ReturnHeader/PreparerPersonGrp/PhoneNum02032502075
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sean M Daly
ReturnHeader/ReturnTs02025-01-29T08:48:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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