Civic Intelligence

Jefferson School PTO

EIN 22-2793277 • 501(c)3 • Summit, NJ

Profile

To enhance school activities and programs at the jefferson school and to provide educational support

110 Ashwood AvenueSummit, NJ 07901

www.jeffersonschoolpto.com

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

5th percentile

-90%

Higher net margin than 5% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-13%

Faster asset growth than 28% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-31%

Faster revenue growth than 17% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$46,310

Down $6,816 (-13%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$46,310

Down $6,816 (-13%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$7,577

Down $3,387 (-31%) from 2020

Expenses

Up

$14,393

Up $5,368 (+59%) from 2020

Net Income

Down

-$6,816

Down $8,755 (-452%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$60K$40K$20K$0Assets 2011: $19,280Liabilities 2011: $02011Assets 2012: $17,911Liabilities 2012: $02012Assets 2013: $26,348Liabilities 2013: $02013Assets 2014: $29,390Liabilities 2014: $02014Assets 2015: $33,708Net Assets 2015: $33,7082015Assets 2016: $38,097Net Assets 2016: $38,0972016Assets 2017: $39,320Net Assets 2017: $39,3202017Assets 2018: $49,998Net Assets 2018: $49,9982018Assets 2020: $53,126Net Assets 2020: $53,1262020Assets 2021: $46,310Net Assets 2021: $46,3102021

Highlighted filing

2021

Assets$46,310
Liabilities-
Net Assets$46,310
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $11,153Expenses 2011: $9,587Net Income 2011: $1,5662011Revenue 2012: $8,878Expenses 2012: $10,247Net Income 2012: -$1,3692012Revenue 2013: $20,792Expenses 2013: $12,355Net Income 2013: $8,4372013Revenue 2014: $12,983Expenses 2014: $9,941Net Income 2014: $3,0422014Revenue 2015: $15,932Expenses 2015: $9,214Net Income 2015: $6,7182015Revenue 2016: $22,455Expenses 2016: $18,066Net Income 2016: $4,3892016Revenue 2017: $23,834Expenses 2017: $22,611Net Income 2017: $1,2232017Revenue 2018: $21,225Expenses 2018: $10,547Net Income 2018: $10,6782018Revenue 2020: $10,964Expenses 2020: $9,025Net Income 2020: $1,9392020Revenue 2021: $7,577Expenses 2021: $14,393Net Income 2021: -$6,8162021

Highlighted filing

2021

Revenue$7,577
Expenses$14,393
Net Income-$6,816
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$46,310
Liabilities
-
Net assets
$46,310
Revenue
$7,577
Expenses
$14,393
Net income
-$6,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$46.3$46.3$7.58$14.4$6.82
2020Detailed filing. Detailed filing data is available for this year.$53.1$53.1$11.0$9.03$1.94
2018Detailed filing. Detailed filing data is available for this year.$50.0$50.0$21.2$10.5$10.7
2017Detailed filing. Detailed filing data is available for this year.$39.3$39.3$23.8$22.6$1.22
2016Detailed filing. Detailed filing data is available for this year.$38.1$38.1$22.5$18.1$4.39
2015Detailed filing. Detailed filing data is available for this year.$33.7$33.7$15.9$9.21$6.72
2014Summary only. Only limited summary data is available for this year.$29.4$0.00$13.0$9.94$3.04
2013Summary only. Only limited summary data is available for this year.$26.3$0.00$20.8$12.4$8.44
2012Summary only. Only limited summary data is available for this year.$17.9$0.00$8.88$10.2$1.37
2011Summary only. Only limited summary data is available for this year.$19.3$0.00$11.2$9.59$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 21, 2021
Return Version
2020v4.0
Gross Receipts
$7,577
Mission and Program Overview

Mission

To enhance school activities and programs at the jefferson school and to provide educational support

To enhance school activities and programs at the jefferson school and to provide educational support.

Program Services

DescriptionGrantsExpenses
OUR ORGANIZATION PROMOTES THE WELFARE OF CHILDREN IN THE HOME, SCHOOL AND COMMUNITY.$3,872-
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON AYERSCo PresidentPT$0--
CHRISTOPHER KWANCo PresidentPT$0--
RACHEL DIEKMANTreasurerPT$0--
LISA MILLERCorr SecretaryPT$0--
LISA RUCKRec. SecretaryPT$0--
ELIZA RICHARDSONWebmasterPT$0--
Filing and Contact Details

Filer

Filer Name
Jefferson School Pto
EIN
22-2793277
Phone
9082733807
Address
110 ASHWOOD AVENUE, SUMMIT, NJ 07901

Signing Officer

Name
Rachel Diekman
Title
Treasurer
Signed
2021-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Michael Lamela CPA LLC
Address
210 Haven Ave Suite 161, Scotch Plains, NJ 07076
Preparer
Michael Lamela CPA
Phone
9089398070
Supplemental Narrative

Additional Explanations

Other Expenses.1

“PROGRAM EXPENSES $3872”

Other Expenses.2

“Teacher appreciation $3022”

Other Expenses.3

“FACULTY GIFTS $1861”

Other Expenses.4

“Administrative expenses $800”

Other Expenses.5

“SCHOLARSHIPS $500”

Other Expenses.6

“COVID EXPENSES $263”

Raw XML Appendix188 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/BenefitsPaidToOrForMembersAmt03600
IRS990EZ/BooksInCareOfDetail/PersonNm0JEFFERSON ELEMENTARY SCHOOL
IRS990EZ/BooksInCareOfDetail/PhoneNum09082733807
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 ASHWOOD AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053126
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt046310
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02900
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6816
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053126
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046310
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt07577
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt085
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03501
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053126
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053126
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALLISON AYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER KWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RACHEL DIEKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA RUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZA RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORR Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REC. SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBMASTER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE SCHOOL ACTIVITIES AND PROGRAMS AT THE JEFFERSON SCHOOL AND TO PROVIDE EDUCATIONAL SUPPORT.
IRS990EZ/ProgramServiceRevenueAmt01091
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR ORGANIZATION PROMOTES THE WELFARE OF CHILDREN IN THE HOME, SCHOOL AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03872
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014393
IRS990EZ/TotalProgramServiceExpensesAmt03872
IRS990EZ/TotalRevenueAmt07577
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEFFERSONSCHOOLPTO.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019270
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0358
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt042463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0140771
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0358
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0519
IRS990ScheduleA/InvestmentIncomeCYPct00.00320
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99680
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt0160041
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07562
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt016746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt061258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046396
IRS990ScheduleA/Total509Grp/TotalAmt0160041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt061287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046416
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $3872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHER APPRECIATION $3022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FACULTY GIFTS $1861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADMINISTRATIVE EXPENSES $800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COVID EXPENSES $263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL DIEKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0222793277
ReturnHeader/Filer/PhoneNum09082733807
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 ASHWOOD AVENUE
ReturnHeader/Filer/USAddress/CityNm0SUMMIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822955469
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Lamela CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 Haven Ave Suite 161
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scotch Plains
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007076
ReturnHeader/PreparerPersonGrp/PhoneNum09089398070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Lamela CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-12-22T08:59:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RACHEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIEKMAN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.