Civic Intelligence

Jefferson School PTO Inc

990EZ • Fiscal year 2020 • EIN 22-2793277

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 22, 2020

Organization ProfileWWW.JEFFERSONSCHOOLPTO.COM
110 Ashwood AvenueSummit, NJ 07901

(908) 273-3807

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

18%

Higher net margin than 61% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

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.

2020 filings • NTEE B94 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

3.1%

Faster asset growth than 44% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2020

Revenue Growth

41st percentile

-28%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • NTEE B94 • <$500k nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$53,126

Up $3,128 (+6.3%) from 2018

Net Assets

Up

$53,126

Up $3,128 (+6.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$10,964

Down $10,261 (-48%) from 2018

Expenses

Down

$9,025

Down $1,522 (-14%) from 2018

Net Income

Down

$1,939

Down $8,739 (-82%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2020

Assets$53,126
Liabilities-
Net Assets$53,126
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

2020

Revenue$10,964
Expenses$9,025
Net Income$1,939
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 22, 2020
Return Version
2019v5.0
Gross Receipts
$17,103
Mission and Program Overview

Mission

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.$5,388-
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY STANTONPresidentPT$0--
JAIME BEATTYVice PresidentPT$0--
PHAEDRA AGIUSTreasurerPT$0--
LISA MILLERCorr SecretaryPT$0--
DONNA FISKRec. SecretaryPT$0--
VANESSA HILLASWebmasterPT$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
Phaedra Agius
Title
Treasurer
Signed
2020-11-22
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 $5388”

Other Expenses.2

“COVID EXPENSES $1175”

Other Expenses.3

“SCHOLARSHIPS $1000”

Other Expenses.4

“FACULTY GIFTS $821”

Other Expenses.5

“Administrative expenses $76”

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUMMIT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007901
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051187
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03118
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051187
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY STANTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME BEATTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHAEDRA AGIUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DONNA FISK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VANESSA HILLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CORR Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REC. SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WEBMASTER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08460
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE SCHOOL ACTIVITIES AND PROGRAMS AT THE JEFFERSON SCHOOL AND TO PROVIDE EDUCATIONAL SUPPORT.
IRS990EZ/ProgramServiceRevenueAmt01401
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OUR ORGANIZATION PROMOTES THE WELFARE OF CHILDREN IN THE HOME, SCHOOL AND COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05388
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06139
IRS990EZ/SpecialEventsNetIncomeLossAmt06087
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09025
IRS990EZ/TotalProgramServiceExpensesAmt05388
IRS990EZ/TotalRevenueAmt010964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEFFERSONSCHOOLPTO.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03039
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04089
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019300
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0358
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt023990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042463
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt052053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0188522
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0358
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0454
IRS990ScheduleA/InvestmentIncomeCYPct00.00220
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0207822
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt016746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055343
IRS990ScheduleA/Total509Grp/TotalAmt0207822
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017104
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061287
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055363
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0208276
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROGRAM EXPENSES $5388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COVID EXPENSES $1175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FACULTY GIFTS $821
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSES $76
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
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHAEDRA AGIUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-22
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/ReturnTs02020-12-01T08:56:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,126
Liabilities
-
Net assets
$53,126
Revenue
$10,964
Expenses
$9,025
Net income
$1,939
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