Civic Intelligence

Jefferson School PTA

990EZ • Fiscal year 2018 • EIN 36-3673977

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 14, 2018

Organization Profilewww.jeffersonpta.org

Refreshing map…

360 E Crescent AveElmhurst, IL 60126

(630) 834-6261

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-51%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

6th percentile

-64%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

39%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$20,863

Down $36,352 (-64%) from 2017

Net Assets

Down

$20,863

Down $36,352 (-64%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin8th percentile

Revenue

Up

$70,725

Up $19,738 (+39%) from 2017

Expenses

Up

$107,077

Up $78,661 (+277%) from 2017

Net Income

Down

-$36,352

Down $58,923 (-261%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2018

Assets$20,863
Liabilities$0
Net Assets$20,863
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

2018

Revenue$70,725
Expenses$107,077
Net Income-$36,352
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$81,781
Mission and Program Overview

Mission

Support Jefferson Students & Activities

Program Services

DescriptionGrantsExpenses
Student supportenrichmenteducation$90,565$92,196
School activities-$9,912
Volunteer recognition-$1,115
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip FernandezPresidentPT$0--
Rebecca HarpsterVice President-$0--
Kelly PerryTreasurer-$0--
Julie CollinsRecording Secretary-$0--
Jessica TestaniCorresponding Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$40,048$40,048$5,298$34,750
Total Events$40,048$40,048$8,583$31,465
Filing and Contact Details

Filer

Filer Name
Jefferson School PTA
EIN
36-3673977
Address
360 E Crescent Ave, Elmhurst, IL 60126

Signing Officer

Name
Kelly Perry
Title
Treasurer
Phone
6308346261
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Lestina & Associates LLC
Address
1107 S Mannheim Road Suite 209, Westchester, IL 60154
Preparer
Todd A Lestina
Phone
7083430443
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Grantee Jefferson Elementary School Street 360 E Crescent Ave City, State, Zip Elmhurst, IL 60126Amount 90,565”

Description of other expenses Part I line 16

“Description AmountDirectory software 398Computer software 400Office supplies 316Insurance 160School activities 8,6505th grade programs 1,262Hospitality 1,115Membership dues 949Other program expenses 1,281PTA council dues 60PTA scholarship 350PTA volunteer expenses 40Annual report fee 10Donations 445Office expense 447Teacher retirement gift 71”

Raw XML Appendix181 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 Ave
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Elmhurst
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057215
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020863
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt029412
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-36352
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057215
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020863
IRS990EZ/FundraisingGrossIncomeAmt052332
IRS990EZ/GrantsAndSimilarAmountsPaidAmt090565
IRS990EZ/GrossReceiptsAmt081781
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt037
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057215
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020863
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057215
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020863
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Philip Fernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rebecca Harpster
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kelly Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Julie Collins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Testani
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Corresponding Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015954
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support Jefferson Students & Activities
IRS990EZ/PrintingPublicationsPostageAmt0158
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student supportenrichmenteducation
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1School activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Volunteer recognition
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt090565
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt092196
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19912
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21115
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011056
IRS990EZ/SpecialEventsNetIncomeLossAmt041276
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0107077
IRS990EZ/TotalProgramServiceExpensesAmt0103223
IRS990EZ/TotalRevenueAmt070725
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/SupportAmt090565
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jefferson Elementary School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt090565
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08583
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0360
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt040048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt040048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt040048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040048
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031465
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05298
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02925
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Jefferson Elementary School Street 360 E Crescent Ave City, State, Zip Elmhurst, IL 60126Amount 90,565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDirectory software 398Computer software 400Office supplies 316Insurance 160School activities 8,6505th grade programs 1,262Hospitality 1,115Membership dues 949Other program expenses 1,281PTA council dues 60PTA scholarship 350PTA volunteer expenses 40Annual report fee 10Donations 445Office expense 447Teacher retirement gift 71
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Perry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06308346261
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson School PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0363673977
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 E Crescent Ave
ReturnHeader/Filer/USAddress/CityNm0Elmhurst
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060126
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B62B893E3287D217FF7C58D6E6C6A0B43226E223
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B62B893E3287D217FF7C58D6E6C6A0B43226E223
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03648522018319lr5je0r
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.145.143.237
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTm014:13:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472432105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lestina & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 S Mannheim Road Suite 209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum07083430443
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd A Lestina
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-14T08:53:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,863
Liabilities
$0
Net assets
$20,863
Revenue
$70,725
Expenses
$107,077
Net income
-$36,352
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • 501(c)3 • <$500k nonprofits