Civic Intelligence

Jefferson Elementary Parent Teacher Organization

990EZ • Fiscal year 2014 • EIN 20-1154897

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 17, 2015

Organization ProfileN/A
100 Princetown RdSchenectady, NY 12306

(518) 357-0049

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 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

2nd percentile

-514%

Higher net margin than 2% of similar nonprofits.

2014 filings • NTEE B112 • <$500k nonprofits • Source year 2014

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2014 filings • NTEE B • <$500k nonprofits • Source year 2014

Asset Growth

7th percentile

-48%

Faster asset growth than 7% of similar nonprofits.

2014 filings • NTEE B112 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • NTEE B112 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$25,609

Down $23,884 (-48%) from 2013

Net Assets

Down

$25,609

Down $23,884 (-48%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin2nd percentile

Revenue

Down

$4,699

Down $15,023 (-76%) from 2013

Expenses

Up

$28,870

Up $8,646 (+43%) from 2013

Net Income

Down

-$24,171

Down $23,669 (-4715%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2011: $49,189Liabilities 2011: $0Net Assets 2011: $49,1892011Assets 2012: $50,533Net Assets 2012: $50,5332012Assets 2013: $49,493Net Assets 2013: $49,4932013Assets 2014: $25,609Net Assets 2014: $25,6092014Assets 2015: $47,782Net Assets 2015: $47,7822015Assets 2016: $36,889Net Assets 2016: $36,8892016Assets 2017: $43,893Net Assets 2017: $43,8932017Assets 2018: $36,504Net Assets 2018: $36,5042018Assets 2019: $32,328Net Assets 2019: $32,3282019Assets 2020: $20,094Net Assets 2020: $20,0942020Assets 2021: $25,814Net Assets 2021: $25,8142021Assets 2023: $59,635Liabilities 2023: $0Net Assets 2023: $59,6352023Assets 2024: $58,933Liabilities 2024: $0Net Assets 2024: $58,9332024

Highlighted filing

2014

Assets$25,609
Liabilities-
Net Assets$25,609
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$100K$50K$0-$50KRevenue 2011: $43,317Expenses 2011: $39,506Net Income 2011: $3,8112011Revenue 2012: $45,549Expenses 2012: $44,205Net Income 2012: $1,3442012Revenue 2013: $19,722Expenses 2013: $20,224Net Income 2013: -$5022013Revenue 2014: $4,699Expenses 2014: $28,870Net Income 2014: -$24,1712014Revenue 2015: $53,768Expenses 2015: $31,595Net Income 2015: $22,1732015Revenue 2016: -$1,152Expenses 2016: $9,741Net Income 2016: -$10,8932016Revenue 2017: $23,073Expenses 2017: $16,069Net Income 2017: $7,0042017Revenue 2018: $10,360Expenses 2018: $17,749Net Income 2018: -$7,3892018Revenue 2019: $22,361Expenses 2019: $26,537Net Income 2019: -$4,1762019Revenue 2020: -$2,157Expenses 2020: $10,077Net Income 2020: -$12,2342020Revenue 2021: $38,821Expenses 2021: $33,101Net Income 2021: $5,7202021Revenue 2023: $98,349Expenses 2023: $68,803Net Income 2023: $29,5462023Revenue 2024: $81,254Expenses 2024: $81,919Net Income 2024: -$6652024

Highlighted filing

2014

Revenue$4,699
Expenses$28,870
Net Income-$24,171
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 17, 2015
Return Version
2014v5.0
Gross Receipts
$15,380
Mission and Program Overview

Mission

Supports parental involvement

Program Services

DescriptionGrantsExpenses
SOCIAL AND EDUCATIONAL PROGRAMS FOR FAMILIES-$28,870
SOCIAL AND EDUCATIONAL PROGRAMS FOR FAMILIES--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE MCGARRYPresidentPT$0--
ELAINE MASIVice PresidePT$0--
MEGHAN HENDERSONTreasurerPT$0--
TINA OPALKASecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary Pto
EIN
20-1154897
Phone
5183570049
Address
100 PRINCETOWN RD, SCHENECTADY, NY 12306

Signing Officer

Name
Meghan Henderson
Title
Treasurer
Phone
5183570049
Signed
2015-03-17

Preparer

Firm
Kumlander Donofrio Hay & Pehl Cpas Llp
Address
2715 ROUTE 9 STE 101, MALTA, NY 12020
Preparer
Jeffrey D Donofrio Mba CPA
Phone
5188995544
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses books 9,293 authors fund 1,900 bank charges 91 classroom 3,872 field day 1,917 awards 1,000 homeroom expenses 1,450 in house programs / scree 1,642 supplies 959 "school spirit" 1,797 teacher luncheon 943 teracher needs 2,347 tv turnoff program 1,659 total 28,870”

Form 990-ez, Part I, Line 20

“OTHER INCREASES 287”

Form 990-ez, Part III, Line 31

“Social and educational programs for families”

Raw XML Appendix121 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/PersonNm0MEGHAN HENDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05183570049
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 PRINCETOWN RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCHENECTADY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012306
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049493
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025609
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0832
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24171
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049493
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025609
IRS990EZ/GamingGrossIncomeAmt013128
IRS990EZ/GrossReceiptsAmt015380
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049493
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025609
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049493
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025609
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBIE MCGARRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELAINE MASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEGHAN HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TINA OPALKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0287
IRS990EZ/OtherExpensesTotalAmt028870
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTS PARENTAL INVOLVEMENT
IRS990EZ/ProgramServiceRevenueAmt01420
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL AND EDUCATIONAL PROGRAMS FOR FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL AND EDUCATIONAL PROGRAMS FOR FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028870
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010681
IRS990EZ/SpecialEventsNetIncomeLossAmt02447
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028870
IRS990EZ/TotalProgramServiceExpensesAmt028870
IRS990EZ/TotalRevenueAmt04699
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0832
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01420
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.36510
IRS990ScheduleA/PublicSupportTotal170Amt0832
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0832
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0832
IRS990ScheduleA/TotalSupportAmt02279
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01447
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt01447
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BOOKS 9,293 AUTHORS FUND 1,900 BANK CHARGES 91 CLASSROOM 3,872 FIELD DAY 1,917 AWARDS 1,000 HOMEROOM EXPENSES 1,450 IN HOUSE PROGRAMS / SCREE 1,642 SUPPLIES 959 "SCHOOL SPIRIT" 1,797 TEACHER LUNCHEON 943 TERACHER NEEDS 2,347 TV TURNOFF PROGRAM 1,659 TOTAL 28,870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCREASES 287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOCIAL AND EDUCATIONAL PROGRAMS FOR FAMILIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGHAN HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05183570049
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0201154897
ReturnHeader/Filer/PhoneNum05183570049
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 PRINCETOWN RD
ReturnHeader/Filer/USAddress/CityNm0SCHENECTADY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562407062
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUMLANDER DONOFRIO HAY & PEHL CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02715 ROUTE 9 STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MALTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012020
ReturnHeader/PreparerPersonGrp/PhoneNum05188995544
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D DONOFRIO MBA CPA
ReturnHeader/ReturnTs02015-03-26T10:54:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$25,609
Liabilities
-
Net assets
$25,609
Revenue
$4,699
Expenses
$28,870
Net income
-$24,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$81.3$81.9$0.67
2023Detailed filing. Detailed filing data is available for this year.$59.6$0.00$59.6$98.3$68.8$29.5
2021Detailed filing. Detailed filing data is available for this year.$25.8$25.8$38.8$33.1$5.72
2020Detailed filing. Detailed filing data is available for this year.$20.1$20.1$2.16$10.1$12.2
2019Detailed filing. Detailed filing data is available for this year.$32.3$32.3$22.4$26.5$4.18
2018Detailed filing. Detailed filing data is available for this year.$36.5$36.5$10.4$17.7$7.39
2017Detailed filing. Detailed filing data is available for this year.$43.9$43.9$23.1$16.1$7.00
2016Detailed filing. Detailed filing data is available for this year.$36.9$36.9$1.15$9.74$10.9
2015Detailed filing. Detailed filing data is available for this year.$47.8$47.8$53.8$31.6$22.2
2014Detailed filing. Detailed filing data is available for this year.$25.6$25.6$4.70$28.9$24.2
2013Detailed filing. Detailed filing data is available for this year.$49.5$49.5$19.7$20.2$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.5$50.5$45.5$44.2$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.2$0.00$49.2$43.3$39.5$3.81