Civic Intelligence

Jeffrey School Parent Teachers Organization

990EZ • Fiscal year 2015 • EIN 06-1580579

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileN/A
331 Copse RoadMadison, CT 06443

(203) 530-3949

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

76th percentile

19%

Higher net margin than 76% 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

95th percentile

188%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

87th percentile

54%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$11,750

Up $7,672 (+188%) from 2014

Net Assets

Up

$11,750

Up $7,672 (+188%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin76th percentile

Revenue

Up

$40,228

Up $14,140 (+54%) from 2014

Expenses

Up

$32,556

Up $6,997 (+27%) from 2014

Net Income

Up

$7,672

Up $7,143 (+1350%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2015

Assets$11,750
Liabilities$0
Net Assets$11,750
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$40,228
Expenses$32,556
Net Income$7,672
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$49,895
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
During the year, educational workshops and cultural arts programs were held & gifts were given to the school. The entire student body, teachers and other staff at Jeffrey School benefited from these activities.-$30,689
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAPPY MARINOCo-PresidentPT$0--
TINA PHELANCo-PresidentPT$0--
TRACY HARDYVice President-$0--
KEIRA SCHWARZVice President-$0--
BETH SKUDDERVice President-$0--
KIM YAHARATreasurerPT$0--
KRISTEN PRITCHARDSecretary-$0--
BAILEY BEAUDRYMember At Large-$0--
STEPHANIE WHEELERMember At Large-$0--
JOANNE WOODMember At Large-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$12,352$12,352$7,894$4,458
None----
Total Events$12,352$12,352$7,894$4,458
Filing and Contact Details

Filer

Filer Name
Jeffrey School PTO
EIN
06-1580579
Phone
2035303949
Address
331 Copse Road, Madison, CT 06443

Signing Officer

Name
Kim Yahara
Title
Treasurer
Phone
2035303949
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
MJW EA & Company LLC
Address
206-A Boston Post Road, Madison, CT 06443
Preparer
Mary Jo Walker
Phone
2032456175
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Program expenses 28712. Hospitality 395. Gifts to school 1327. Insurance 255.”

Raw XML Appendix177 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM YAHARA
IRS990EZ/BooksInCareOfDetail/PhoneNum02032149277
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0257 Summer Hill Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04078
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011750
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03066
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07672
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04078
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011750
IRS990EZ/FundraisingGrossIncomeAmt018895
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt049895
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04078
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011750
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04078
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HAPPY MARINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TINA PHELAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACY HARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEIRA SCHWARZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BETH SKUDDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM YAHARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN PRITCHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BAILEY BEAUDRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEPHANIE WHEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JOANNE WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Member at Large
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030689
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance the learning experience of all children in the school with parent and teacher members.
IRS990EZ/PrintingPublicationsPostageAmt01567
IRS990EZ/ProgramServiceRevenueAmt027934
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During the year, educational workshops and cultural arts programs were held & gifts were given to the school. The entire student body, teachers and other staff at Jeffrey School benefited from these activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030689
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09667
IRS990EZ/SpecialEventsNetIncomeLossAmt09228
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032556
IRS990EZ/TotalProgramServiceExpensesAmt030689
IRS990EZ/TotalRevenueAmt040228
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04210
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05940
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021955
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046829
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt044493
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt026383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0186154
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt034477
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt024122
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt058599
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0266708
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049895
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066232
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068196
IRS990ScheduleA/Total509Grp/TotalAmt0266708
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266708
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07894
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt012352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012352
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012352
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04458
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07894
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES 28712. HOSPITALITY 395. GIFTS TO SCHOOL 1327. INSURANCE 255.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM YAHARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02035303949
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jeffrey School PTO
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0061580579
ReturnHeader/Filer/PhoneNum02035303949
ReturnHeader/Filer/USAddress/AddressLine1Txt0331 Copse Road
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006443
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MJW EA & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206-A Boston Post Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006443
ReturnHeader/PreparerPersonGrp/PhoneNum02032456175
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JO WALKER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-12T13:34:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,750
Liabilities
$0
Net assets
$11,750
Revenue
$40,228
Expenses
$32,556
Net income
$7,672
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