Civic Intelligence

Jefferson School PTA

990EZ • Fiscal year 2021 • EIN 36-3673977

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 04, 2021

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

53rd percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-51%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$25,236

Down $8,694 (-26%) from 2020

Net Assets

Down

$25,236

Down $8,694 (-26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$19,511

Down $20,276 (-51%) from 2020

Expenses

Up

$28,208

Up $7,259 (+35%) from 2020

Net Income

Down

-$8,697

Down $27,535 (-146%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$25,236
Liabilities$0
Net Assets$25,236

Operations Trend

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

2021

Revenue$19,511
Expenses$28,208
Net Income-$8,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$23,171
Mission and Program Overview

Mission

Support Jefferson Students & Activities

Program Services

DescriptionGrantsExpenses
Student support/enrichment/education-$19,788
Volunteer recognition-$2,849
School activities-$2,841
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Meghan HoodPresidentPT$0--
Cathy DykesVP Fundraising-$0--
Kara JohnsonTreasurer-$0--
Sara RobertsRecording Secretary-$0--
Valerie KingVP Communication-$0--
Cynthia MaresVP Programs-$0--
Gina LascodyVP Membership-$0--
Erica PhilippiVP Fundraising-$0--
Colleen KayVP Events-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Meghan Hood
Title
President
Phone
6308346261
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Lestina & Associates LLC
Address
4415 W Harrison St Ste 501, Hillside, IL 60162
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 19,115

Description of other expenses Part I line 16

Description AmountComputer software 378Insurance 160School activities 2,1035th grade programs 737Hospitality 2,849Membership dues 816Other program expenses 323PTA council dues 80PTA scholarship 350Annual report fee 13Donations 350

Raw XML Appendix190 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Meghan Hood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Dykes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kara Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sara Roberts
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Recording Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Communication
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VP Fundraising
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt08159
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22849
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt011277
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt019115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Jefferson Elementary School Street 360 E Crescent Ave City, State, Zip Elmhurst, IL 60126Amount 19,115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountComputer software 378Insurance 160School activities 2,1035th grade programs 737Hospitality 2,849Membership dues 816Other program expenses 323PTA council dues 80PTA scholarship 350Annual report fee 13Donations 350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Meghan Hood
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06308346261
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jefferson School PTA
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ReturnHeader/Filer/EIN0363673977
ReturnHeader/Filer/USAddress/AddressLine1Txt0360 E Crescent Ave
ReturnHeader/Filer/USAddress/CityNm0Elmhurst
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472432105
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lestina & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04415 W Harrison St Ste 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hillside
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060162
ReturnHeader/PreparerPersonGrp/PhoneNum07083430443
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd A Lestina
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-04T14:48:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Meghan
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits