Civic Intelligence

Thomas Jefferson Elementary Parent Teacher Organization

990EZ • Fiscal year 2023 • EIN 26-0058850

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 29, 2023

Organization ProfileN/A
35980 Lakeshore BlvdEastlake, OH 44095

(440) 951-0358

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-35%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,947

Down $9,503 (-35%) from 2022

Net Assets

Down

$17,947

Down $9,503 (-35%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$25,546

Down $6,238 (-20%) from 2022

Expenses

Up

$35,050

Up $12,747 (+57%) from 2022

Net Income

Down

-$9,504

Down $18,985 (-200%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$40K$30K$20K$10K$0Assets 2010: $16,108Net Assets 2010: $16,1082010Assets 2011: $31,174Net Assets 2011: $31,1742011Assets 2012: $16,874Net Assets 2012: $16,8742012Assets 2013: $18,623Net Assets 2013: $18,6232013Assets 2014: $17,817Net Assets 2014: $17,8172014Assets 2015: $26,953Net Assets 2015: $26,9532015Assets 2016: $16,874Net Assets 2016: $16,8742016Assets 2017: $20,373Net Assets 2017: $20,3732017Assets 2018: $24,527Net Assets 2018: $24,5272018Assets 2019: $18,848Net Assets 2019: $18,8482019Assets 2020: $19,968Net Assets 2020: $19,9682020Assets 2021: $17,968Net Assets 2021: $17,9682021Assets 2022: $27,450Net Assets 2022: $27,4502022Assets 2023: $17,947Net Assets 2023: $17,9472023Assets 2024: $23,933Net Assets 2024: $23,9332024Assets 2025: $28,025Net Assets 2025: $28,0252025

Highlighted filing

2023

Assets$17,947
Liabilities-
Net Assets$17,947
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $34,311Expenses 2010: $24,249Net Income 2010: $10,0622010Revenue 2011: $29,408Expenses 2011: $14,342Net Income 2011: $15,0662011Revenue 2012: $27,379Expenses 2012: $41,679Net Income 2012: -$14,3002012Revenue 2013: $18,321Expenses 2013: $16,572Net Income 2013: $1,7492013Revenue 2014: $18,950Expenses 2014: $19,756Net Income 2014: -$8062014Revenue 2015: $28,784Expenses 2015: $19,647Net Income 2015: $9,1372015Revenue 2016: $21,226Expenses 2016: $31,304Net Income 2016: -$10,0782016Revenue 2017: $24,958Expenses 2017: $21,460Net Income 2017: $3,4982017Revenue 2018: $19,211Expenses 2018: $15,058Net Income 2018: $4,1532018Revenue 2019: $26,582Expenses 2019: $32,262Net Income 2019: -$5,6802019Revenue 2020: $16,431Expenses 2020: $15,312Net Income 2020: $1,1192020Revenue 2021: $9,568Expenses 2021: $11,568Net Income 2021: -$2,0002021Revenue 2022: $31,784Expenses 2022: $22,303Net Income 2022: $9,4812022Revenue 2023: $25,546Expenses 2023: $35,050Net Income 2023: -$9,5042023Revenue 2024: $7,993Expenses 2024: $2,007Net Income 2024: $5,9862024Revenue 2025: $21,985Expenses 2025: $17,893Net Income 2025: $4,0922025

Highlighted filing

2023

Revenue$25,546
Expenses$35,050
Net Income-$9,504
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 29, 2023
Return Version
2022v5.0
Gross Receipts
$67,198
Mission and Program Overview

Mission

To provide educational opportunities

Program Services

DescriptionGrantsExpenses
ASSEMBLIES, FIELD TRIPS TO BENEFIT ALL STUDENTS AT THOMAS JEFFERSON--
SOCIAL OPPORTUNITIES, DANCES, PARTIES FOR ALL STUDENTS AT THOMAS JEFFERSON--
TO PROVIDE EDUCATIONAL OPPORTUNITIES--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANA WARNERPresident-$0--
MARCIA GAMIERESecretary-$0--
ERICKA HAQQIVice Preside-$0--
JESSICA A CASWELLTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jaguar Jog$29,485$29,485$11,921$17,564
Fundraiser$13,433$13,433$2,247$11,186
Total Events$63,669$63,669$39,410$24,259
Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Pto
EIN
26-0058850
Phone
4409510358
Address
35980 LAKESHORE BLVD, EASTLAKE, OH 44095

Signing Officer

Name
Jessica a Caswell
Title
Treasurer
Phone
4409510358
Signed
2023-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Jlp Cpas LLC
Address
5801 DARROW RD, HUDSON, OH 44236
Preparer
Thomas P Judge CPA
Phone
3306569770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 100 professional fees 1,078 staff appreciation 1,995 library 1,293 classroom supplies 1,115 scholarship 500 donation 500 playground 28,469 total 35,050”

Form 990-ez, Part III, Line 31

“To provide educational opportunities”

Raw XML Appendix156 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/BusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON PTO
IRS990EZ/BooksInCareOfDetail/PhoneNum04409510358
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt035980 LAKESHORE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EASTLAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027451
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017947
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01440
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9504
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027451
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017947
IRS990EZ/FundraisingGrossIncomeAmt065758
IRS990EZ/GrossReceiptsAmt067198
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027451
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017947
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027451
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017947
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DIANA WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARCIA GAMIERE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERICKA HAQQI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA A CASWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSEMBLIES, FIELD TRIPS TO BENEFIT ALL STUDENTS AT THOMAS JEFFERSON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL OPPORTUNITIES, DANCES, PARTIES FOR ALL STUDENTS AT THOMAS JEFFERSON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO PROVIDE EDUCATIONAL OPPORTUNITIES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt041652
IRS990EZ/SpecialEventsNetIncomeLossAmt024106
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035050
IRS990EZ/TotalRevenueAmt025546
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0SCHOOL PTO
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04027
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt065758
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047382
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014154
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt053302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt068696
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0249292
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0253319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt067198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048546
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053302
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt068796
IRS990ScheduleA/Total509Grp/TotalAmt0253319
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053302
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt068796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0253319
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt039410
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0JAGUAR JOG
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029485
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020751
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt063669
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024259
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt025242
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt039410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011921
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02247
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 100 PROFESSIONAL FEES 1,078 STAFF APPRECIATION 1,995 LIBRARY 1,293 CLASSROOM SUPPLIES 1,115 SCHOLARSHIP 500 DONATION 500 PLAYGROUND 28,469 TOTAL 35,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE EDUCATIONAL OPPORTUNITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA A CASWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04409510358
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON PTO
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0260058850
ReturnHeader/Filer/PhoneNum04409510358
ReturnHeader/Filer/USAddress/AddressLine1Txt035980 LAKESHORE BLVD
ReturnHeader/Filer/USAddress/CityNm0EASTLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044095
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200766572
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JLP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05801 DARROW RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUDSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044236
ReturnHeader/PreparerPersonGrp/PhoneNum03306569770
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P JUDGE CPA
ReturnHeader/ReturnTs02024-05-20T08:35:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUSTIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEMPER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,947
Liabilities
-
Net assets
$17,947
Revenue
$25,546
Expenses
$35,050
Net income
-$9,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.0$28.0$22.0$17.9$4.09
2024Detailed filing. Detailed filing data is available for this year.$23.9$23.9$7.99$2.01$5.99
2023Detailed filing. Detailed filing data is available for this year.$17.9$17.9$25.5$35.1$9.50
2022Detailed filing. Detailed filing data is available for this year.$27.5$27.5$31.8$22.3$9.48
2021Detailed filing. Detailed filing data is available for this year.$18.0$18.0$9.57$11.6$2.00
2020Detailed filing. Detailed filing data is available for this year.$20.0$20.0$16.4$15.3$1.12
2019Detailed filing. Detailed filing data is available for this year.$18.8$18.8$26.6$32.3$5.68
2018Detailed filing. Detailed filing data is available for this year.$24.5$24.5$19.2$15.1$4.15
2017Detailed filing. Detailed filing data is available for this year.$20.4$20.4$25.0$21.5$3.50
2016Detailed filing. Detailed filing data is available for this year.$16.9$16.9$21.2$31.3$10.1
2015Detailed filing. Detailed filing data is available for this year.$27.0$27.0$28.8$19.6$9.14
2014Detailed filing. Detailed filing data is available for this year.$17.8$17.8$19.0$19.8$0.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$18.6$18.3$16.6$1.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$16.9$27.4$41.7$14.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$31.2$29.4$14.3$15.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$16.1$34.3$24.2$10.1