Civic Intelligence

Jefferson School PTA

990EZ • Fiscal year 2017 • EIN 36-3673977

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileWWW.JEFFERSONPTA.ORG
360 E CrescentElmhurst, IL 60126

(630) 834-6261

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$57,215

No earlier filing loaded for comparison.

Net Assets

$57,215

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

$50,987

No earlier filing loaded for comparison.

Expenses

$28,416

No earlier filing loaded for comparison.

Net Income

$22,571

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2017: $57,215Net Assets 2017: $57,2152017Assets 2018: $20,863Liabilities 2018: $0Net Assets 2018: $20,8632018Assets 2019: $15,092Liabilities 2019: $0Net Assets 2019: $15,0922019Assets 2020: $33,930Liabilities 2020: $0Net Assets 2020: $33,9302020Assets 2021: $25,236Liabilities 2021: $0Net Assets 2021: $25,2362021Assets 2022: $37,071Liabilities 2022: $0Net Assets 2022: $37,0712022Assets 2023: $44,626Liabilities 2023: $0Net Assets 2023: $44,6262023Assets 2025: $41,495Liabilities 2025: $0Net Assets 2025: $41,4952025

Highlighted filing

2017

Assets$57,215
Liabilities-
Net Assets$57,215
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2017: $50,987Expenses 2017: $28,416Net Income 2017: $22,5712017Revenue 2018: $70,725Expenses 2018: $107,077Net Income 2018: -$36,3522018Revenue 2019: $41,906Expenses 2019: $47,677Net Income 2019: -$5,7712019Revenue 2020: $39,787Expenses 2020: $20,949Net Income 2020: $18,8382020Revenue 2021: $19,511Expenses 2021: $28,208Net Income 2021: -$8,6972021Revenue 2022: $44,876Expenses 2022: $33,041Net Income 2022: $11,8352022Revenue 2023: $42,788Expenses 2023: $35,233Net Income 2023: $7,5552023Revenue 2025: $51,144Expenses 2025: $61,934Net Income 2025: -$10,7902025

Highlighted filing

2017

Revenue$50,987
Expenses$28,416
Net Income$22,571
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$62,226
Mission and Program Overview

Mission

Support Jefferson Students & Activities

Support jefferson elementary school students and activities

Program Services

DescriptionGrantsExpenses
STUDENT SUPPORT/ENRICHMENT/EDUCATION$12,830$14,613
SCHOOL ACTIVITIES-$9,153
VOLUNTEER RECOGNITION-$1,443
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER HALLPresidentPT$0--
ALEXANDRA MANDELARISVice Presidn-$0--
KELLY PERRYTreasurer-$0--
REBECCA HARPSTERRecording Se-$0--
JESSICA TESTANICorrespond S-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$33,181$33,181$3,595$29,586
Total Events$33,181$33,181$7,104$26,077
Filing and Contact Details

Filer

Filer Name
Jefferson School Pta
EIN
36-3673977
Phone
6308346261
Address
360 E CRESCENT, ELMHURST, IL 60126

Signing Officer

Name
Kelly Perry
Title
Treasurer
Phone
6308346261
Signed
2017-11-13

Preparer

Firm
Mathieson Moyski Austin & Co Llp
Address
211 SOUTH WHEATON AVENUE SUITE 300, WHEATON, IL 60187
Preparer
Sean M Lafortune
Phone
6306531616
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Jefferson elemntary school 360 e crescent elmhurst, il 60126 12,830 0 0”

Form 990-ez, Part I, Line 16

“Expenses directory software 398 computer software 202 office supplies 413 insurance 160 school activities 7,052 5th grade programs 2,101 hospitality 1,443 membership dues 837 other program expenses 1,433 pta council dues 60 pta scholarship 350 pta volunteer expenses 271 annual report fee 10 donations 350 total 15,080”

Raw XML Appendix160 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/PersonNm0KELLY PERRY
IRS990EZ/BooksInCareOfDetail/PhoneNum06308346261
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0360 E CRESCENT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELMHURST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034644
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018320
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022571
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034644
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057215
IRS990EZ/FundraisingGrossIncomeAmt043877
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012830
IRS990EZ/GrossReceiptsAmt062226
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034644
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034644
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEXANDRA MANDELARIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLY PERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REBECCA HARPSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA TESTANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPOND S
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT JEFFERSON ELEMENTARY SCHOOL STUDENTS AND ACTIVITIES
IRS990EZ/PrintingPublicationsPostageAmt0506
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT SUPPORT/ENRICHMENT/EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2VOLUNTEER RECOGNITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012830
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014613
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19153
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21443
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011239
IRS990EZ/SpecialEventsNetIncomeLossAmt032638
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028416
IRS990EZ/TotalProgramServiceExpensesAmt025209
IRS990EZ/TotalRevenueAmt050987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEFFERSONPTA.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362799886
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt012830
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEFFERSON ELEMNTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt012830
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CARNIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0601
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0601
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033181
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033181
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026077
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0128
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0128
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03595
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03595
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02780
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JEFFERSON ELEMNTARY SCHOOL 360 E CRESCENT ELMHURST, IL 60126 12,830 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES DIRECTORY SOFTWARE 398 COMPUTER SOFTWARE 202 OFFICE SUPPLIES 413 INSURANCE 160 SCHOOL ACTIVITIES 7,052 5TH GRADE PROGRAMS 2,101 HOSPITALITY 1,443 MEMBERSHIP DUES 837 OTHER PROGRAM EXPENSES 1,433 PTA COUNCIL DUES 60 PTA SCHOLARSHIP 350 PTA VOLUNTEER EXPENSES 271 ANNUAL REPORT FEE 10 DONATIONS 350 TOTAL 15,080
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06308346261
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0363673977
ReturnHeader/Filer/PhoneNum06308346261
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 E CRESCENT
ReturnHeader/Filer/USAddress/CityNm0ELMHURST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060126
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09DD21F47367B7373FD89C8128926C42D637EF34B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09DD21F47367B7373FD89C8128926C42D637EF34B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363480013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MATHIESON MOYSKI AUSTIN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0211 SOUTH WHEATON AVENUE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060187
ReturnHeader/PreparerPersonGrp/PhoneNum06306531616
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN M LAFORTUNE
ReturnHeader/ReturnTs02017-11-14T08:58:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,215
Liabilities
-
Net assets
$57,215
Revenue
$50,987
Expenses
$28,416
Net income
$22,571
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.00$0.41$0.51$0.62$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.43$0.35$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.45$0.33$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.00$0.25$0.20$0.28$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.40$0.21$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.42$0.48$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.71$1.07$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.51$0.28$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits