Civic Intelligence

Jefferson Elementary PTA

990EZ • Fiscal year 2021 • EIN 13-3542450

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 16, 2021

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.

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

Liabilities / Revenue

54th percentile

0.00x

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

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

Net Margin

2nd percentile

-604%

Higher net margin than 2% 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

25th percentile

-10%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

4th percentile

-94%

Faster revenue growth than 4% of similar nonprofits.

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

Assets

Down

$77,263

Down $9,000 (-10%) from 2020

Net Assets

Down

$77,263

Down $9,000 (-10%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$1,490

Down $23,427 (-94%) from 2020

Expenses

Down

$10,490

Down $2,939 (-22%) from 2020

Net Income

Down

-$9,000

Down $20,488 (-178%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$77,263
Liabilities$0
Net Assets$77,263

Operations Trend

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

2021

Revenue$1,490
Expenses$10,490
Net Income-$9,000
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 16, 2021
Return Version
2020v4.1
Gross Receipts
$3,374
Mission and Program Overview

Mission

Elementary students enrichment

Program Services

DescriptionGrantsExpenses
JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS FUNDS RELATED TO CLASS FIELD TRIPS AND PROJECTS. APPOXIMATELY 550 STUDENTS BENEFITED-$4,645
JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS SVCS TO 5TH GRADE STUDENTS RELATED TO 5TH GRADE GRADUATION (YEARBOOKS, TRIPS, DANCE). APPROXIMATELY 100 STUDENTS BENEFITED-$3,722
JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS FUNDS FOR GRADE LEVEL BOOKS TO BUILD AT HOME LIBRARIES. APPROXIMATELY 550 STUDENTS BENEFITED-$1,324
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE DIETZSecretaryPT$0--
MAYRA RAMIREZTreasurerPT$0--
JOANA ARENAPresident-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary Pta
EIN
13-3542450
Address
131 WEYMAN AVE, NEW ROCHELLE, NY 10805

Signing Officer

Name
Joana Arena President
Title
Secretary
Phone
9145764430
Signed
2021-07-16
Discuss with paid preparer
No

Preparer

Firm
Lisa Pace
Address
110 Fourth Street, New Rochelle, NY 10801
Preparer
Lisa Pace
Phone
9144472951
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountdepreciation from 4562 129meeting exp 156bank fees and supplie 236beautification 206grade level funding 4,645field day assemblies gifts 409yearbook graduatuion exp 3,872insurance taxes 75teachers staff apprecitiation 389membership exp 373

Description of other assets Part II line 24

Category beginning of year end of yearbldg sign 4,573 4,444

Raw XML Appendix163 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/CityNm0NEW ROCHELLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS SVCS TO 5TH GRADE STUDENTS RELATED TO 5TH GRADE GRADUATION (YEARBOOKS, TRIPS, DANCE). APPROXIMATELY 100 STUDENTS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS FUNDS RELATED TO CLASS FIELD TRIPS AND PROJECTS. APPOXIMATELY 550 STUDENTS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS FUNDS FOR GRADE LEVEL BOOKS TO BUILD AT HOME LIBRARIES. APPROXIMATELY 550 STUDENTS BENEFITED
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03722
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14645
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21324
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01475
IRS990EZ/SpecialEventsNetIncomeLossAmt0482
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0JEFFERSON ELEMENTARY PTA PROVIDED VARIOUS SERVICES TO STUDENTS OF JEFFERSON ELEMENTARY SCHOOL INCLUDING 5TH GRADE GRADUATION, CLASS TRIP FUNDING AND END OF THE YEAR SCHOOL YEARBOOKS AND BOOKS FOR SUMMER READING PROGRAM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL OF THE ACTIVITIES THAT THE JEFFERSON ELEMENTARY PTA PROVIDED TO JEFFERSON ELEMENTARY SCHOOL ARE NECESSARY ACTIVITIES THAT ARE PROVIDED TO THE ELEMENTARY SCHOOL STUDENTS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Directly further the exempt purposes Part IV Sect E line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Act supported organizations would have engaged inPart IV E 2b
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 129MEETING EXP 156BANK FEES AND SUPPLIE 236BEAUTIFICATION 206GRADE LEVEL FUNDING 4,645FIELD DAY ASSEMBLIES GIFTS 409YEARBOOK GRADUATUION EXP 3,872INSURANCE TAXES 75TEACHERS STAFF APPRECITIATION 389MEMBERSHIP EXP 373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARBLDG SIGN 4,573 4,444
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOANA ARENA PRESIDENT
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ReturnHeader/Filer/EIN0133542450
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 WEYMAN AVE
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ReturnHeader/Filer/USAddress/ZIPCd010805
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 Fourth Street
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-07-27T06:42:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOANA
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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