Civic Intelligence

Jefferson Elementary PTA

990EZ • Fiscal year 2014 • EIN 13-3542450

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 25, 2014

Organization Profile
131 Weyman AveNew Rochelle, NY 10805

(914) 576-4430

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

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

Liabilities / Revenue

53rd percentile

0.00x

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

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

Net Margin

57th percentile

6.1%

Higher net margin than 57% of similar nonprofits.

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

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% 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

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$20,285

Up $2,987 (+17%) from 2013

Net Assets

$20,285

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin57th percentile

Revenue

Up

$49,330

Up $15,890 (+48%) from 2013

Expenses

Up

$46,343

Up $24,575 (+113%) from 2013

Net Income

Down

$2,987

Down $8,685 (-74%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0Assets 2011: $4,578Liabilities 2011: $02011Assets 2012: $5,626Liabilities 2012: $02012Assets 2013: $17,298Liabilities 2013: $02013Assets 2014: $20,285Liabilities 2014: $0Net Assets 2014: $20,2852014Assets 2015: $22,386Liabilities 2015: $02015Assets 2016: $22,386Liabilities 2016: $02016Assets 2017: $67,798Liabilities 2017: $02017Assets 2018: $78,310Liabilities 2018: $02018Assets 2019: $74,775Liabilities 2019: $0Net Assets 2019: $74,7752019Assets 2020: $86,263Liabilities 2020: $0Net Assets 2020: $86,2632020Assets 2021: $77,263Liabilities 2021: $0Net Assets 2021: $77,2632021Assets 2022: $93,161Liabilities 2022: $0Net Assets 2022: $93,1612022Assets 2023: $109,039Liabilities 2023: $0Net Assets 2023: $109,0392023Assets 2024: $115,736Liabilities 2024: $0Net Assets 2024: $115,7362024Assets 2025: $121,663Liabilities 2025: $0Net Assets 2025: $121,6632025

Highlighted filing

2014

Assets$20,285
Liabilities$0
Net Assets$20,285
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $18,099Expenses 2011: $14,860Net Income 2011: $3,2392011Revenue 2012: $19,187Expenses 2012: $18,140Net Income 2012: $1,0472012Revenue 2013: $33,440Expenses 2013: $21,768Net Income 2013: $11,6722013Revenue 2014: $49,330Expenses 2014: $46,343Net Income 2014: $2,9872014Revenue 2015: $30,185Expenses 2015: $28,084Net Income 2015: $2,1012015Revenue 2016: $30,185Expenses 2016: $28,084Net Income 2016: $2,1012016Revenue 2017: $36,085Expenses 2017: $19,631Net Income 2017: $16,4542017Revenue 2018: $29,641Expenses 2018: $19,129Net Income 2018: $10,5122018Revenue 2019: $20,594Expenses 2019: $24,129Net Income 2019: -$3,5352019Revenue 2020: $24,917Expenses 2020: $13,429Net Income 2020: $11,4882020Revenue 2021: $1,490Expenses 2021: $10,490Net Income 2021: -$9,0002021Revenue 2022: $33,168Expenses 2022: $17,270Net Income 2022: $15,8982022Revenue 2023: $58,688Expenses 2023: $42,810Net Income 2023: $15,8782023Revenue 2024: $47,931Expenses 2024: $41,234Net Income 2024: $6,6972024Revenue 2025: $45,710Expenses 2025: $39,783Net Income 2025: $5,9272025

Highlighted filing

2014

Revenue$49,330
Expenses$46,343
Net Income$2,987
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 25, 2014
Return Version
2013v3.1
Gross Receipts
$75,977
Mission and Program Overview

Mission

Elementary students enrichment

Support students of jefferson elementary

Program Services

DescriptionGrantsExpenses
JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS SVCS TO STUDENTS OF JEFFERSON INCLUDING SPONSORING 5TH GRADE GRADUATION CLASS TRIP BUSSING ENRICHMENT PROGRAMS FIELD DAY AND STAFF REC--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY MARTELLICorresponding Secretary-$0--
KIMBERLY CASTELLANOCo President-$0--
MARLECE CHARIAMIDAVice President Membership-$0--
PAULETTE BROWNTreasurer-$0--
LISA PACEVice President Fundraising-$0--
EILEEN PELUSOVice President Fundraising-$0--
HELYNN BOUGHNERRecording Secretary-$0--
AIMEE FERGUSONCo President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$16,331$16,331$9,545$6,786
Event 1$12,664$12,664$9,543$3,121
Total Events$28,995$28,995$19,088$9,907
Filing and Contact Details

Filer

EIN
13-3542450

Signing Officer

Name
Paulette Brown
Title
Treasurer
Phone
9145764430
Signed
2014-08-25
Discuss with paid preparer
No

Preparer

Preparer
Lisa Pace
Phone
9144472951
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountmeeting exp 430bank fees and supplie 3,640printing fees 892bussing 4,379afterschool programming 30,300yearbook graduatuion exp 3,432principals fund 1,000insurance 490teachers luncheon 960membership exp 820”

Raw XML Appendix165 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/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode010805
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIMBERLY MARTELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY CASTELLANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARLECE CHARIAMIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAULETTE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA PACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EILEEN PELUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6HELYNN BOUGHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7AIMEE FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CORRESPONDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CO PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt046343
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT STUDENTS OF JEFFERSON ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS SVCS TO STUDENTS OF JEFFERSON INCLUDING SPONSORING 5TH GRADE GRADUATION CLASS TRIP BUSSING ENRICHMENT PROGRAMS FIELD DAY AND STAFF REC
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt026647
IRS990EZ/SpecialEventsNetIncomeLossAmt048130
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046343
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt049330
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0136007142
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt049330
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10JEFFERSON ELEMENTARY SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt049330
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019088
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt012664
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028995
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012664
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028995
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SCH BK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0CLEMENTE FUN
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09907
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019088
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09543
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09545
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt06183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMEETING EXP 430BANK FEES AND SUPPLIE 3,640PRINTING FEES 892BUSSING 4,379AFTERSCHOOL PROGRAMMING 30,300YEARBOOK GRADUATUION EXP 3,432PRINCIPALS FUND 1,000INSURANCE 490TEACHERS LUNCHEON 960MEMBERSHIP EXP 820
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULETTE BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09145764430
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10JEFFERSON ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0133542450
ReturnHeader/Filer/USAddress/AddressLine10131 WEYMAN AVE
ReturnHeader/Filer/USAddress/City0NEW ROCHELLE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LISA PACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10110 4TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NEW ROCHELLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010801
ReturnHeader/PreparerPersonGrp/PhoneNum09144472951
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA PACE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-25T20:33:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,285
Liabilities
$0
Net assets
$20,285
Revenue
$49,330
Expenses
$46,343
Net income
$2,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.46$0.40$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.48$0.41$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.59$0.43$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.33$0.17$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.01$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.25$0.13$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.21$0.24$0.04
2018Summary only. Only limited summary data is available for this year.$0.78$0.00$0.30$0.19$0.11
2017Summary only. Only limited summary data is available for this year.$0.68$0.00$0.36$0.20$0.16
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.30$0.28$0.02
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$0.30$0.28$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.49$0.46$0.03
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.33$0.22$0.12
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.19$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$0.05$0.00$0.18$0.15$0.03