Jefferson Education Association

990EZ • Fiscal year 2014 • EIN 38-2108131

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 21, 2014

Organization Profile N/A

441 Bogey CTMonroe, MI 48162

(734) 735-4175

Siviq Scores

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

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

-6.1%

Higher net margin than 25% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)5 • <$500k nonprofits • Source year 2014

-1.2%

Faster asset growth than 39% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

-93%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)5 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets52nd percentile

Assets

Down

$39,005

Down $488 (-1.2%) from 2013

Net Assets

Down

$39,005

Down $488 (-1.2%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue53rd percentile Net Margin25th percentile

Revenue

Down

$7,964

Down $101,074 (-93%) from 2013

Expenses

Down

$8,452

Down $100,139 (-92%) from 2013

Net Income

Down

-$488

Down $935 (-209%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2014

Assets$39,005

Liabilities$0

Net Assets$39,005

Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2014

Revenue$7,964

Expenses$8,452

Net Income-$488

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 21, 2014
Return Version: 2013v3.0
Gross Receipts: $7,964

Mission and Program Overview

Mission

Employee union to provide benefits to members

Program Services

Description	Grants	Expenses
UNION MEMBERSHIP BENEFIT	$0	$0

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JUDITH GREENE	President	-	$0	-	-
BRIAN SEXTON	Vice President	-	$0	-	-
ANDREA WERNER	Treasurer	-	$0	-	-
MELISSA SATTERFIELD	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 38-2108131
Phone: 7347354175

Signing Officer

Name: Andrea Werner
Title: Treasurer
Phone: 7347354175
Signed: 2014-11-21
Discuss with paid preparer: Yes

Preparer

Preparer: William J Bacarella
Phone: 7342426544

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 88.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: mea. Purpose of payment: dues. Amount of payment: 1,567.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: meeting expense. Amount: 362. Description: scholarships & gifts. Amount: 650. Description: stipends. Amount: 5,138. Description: miscellaneous. Amount: 735. Total to form 990-ez, line 16: 6,885.”

Raw XML Appendix110 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/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	ANDREA WERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7342423958
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	441 BOGEY CT
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	48162
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	39493
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	39005
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-488
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	39493
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	39005
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	1567
IRS990EZ/GrossReceiptsAmt	0	7964
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	88
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	7876
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	39493
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	39005
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	39493
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	39005
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	0.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	JUDITH GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	BRIAN SEXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ANDREA WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MELISSA SATTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	6885
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	EMPLOYEE UNION TO PROVIDE BENEFITS TO MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	UNION MEMBERSHIP BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TotalExpensesAmt	0	8452
IRS990EZ/TotalRevenueAmt	0	7964
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: INTEREST INCOME. AMOUNT: 88.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	AFFILIATE NAME: MEA. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,567.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: MEETING EXPENSE. AMOUNT: 362. DESCRIPTION: SCHOLARSHIPS & GIFTS. AMOUNT: 650. DESCRIPTION: STIPENDS. AMOUNT: 5,138. DESCRIPTION: MISCELLANEOUS. AMOUNT: 735. TOTAL TO FORM 990-EZ, LINE 16: 6,885.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ANDREA WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7347354175
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	JEFFERSON EDUCATION ASSOCIATION CO ANDREA WERNER
ReturnHeader/Filer/BusinessNameControlTxt	0	JEFF
ReturnHeader/Filer/EIN	0	382108131
ReturnHeader/Filer/PhoneNum	0	7347354175
ReturnHeader/Filer/USAddress/AddressLine1	0	441 BOGEY CT
ReturnHeader/Filer/USAddress/City	0	MONROE
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	48162
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	271287713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	BACARELLA & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	PO BOX 984
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	48161
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7342426544
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM J BACARELLA
ReturnHeader/ReturnTs	0	2014-11-21T14:24:37-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $39,005
Liabilities: $0
Net assets: $39,005
Revenue: $7,964
Expenses: $8,452
Net income: -$488

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.25		$0.25	$0.06	$0.07	$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.26	$0.00		$0.06	$0.07	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$0.27	$0.00	$0.27	$0.06	$0.07	$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.28	$0.00	$0.28	$0.06	$0.07	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$0.07	$0.07	$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.29	$0.00	$0.29	$0.06	$0.08	$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.32	$0.00	$0.32	$0.08	$0.14	$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.38	$0.00	$0.38	$0.08	$0.09	$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.39	$0.00	$0.39	$0.08	$0.09	$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.39	$0.00		$0.09	$0.10	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$0.40	$0.00	$0.40	$0.10	$0.09	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39	$0.08	$0.08	$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.39	$0.00	$0.39	$1.09	$1.09	$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.39	$0.00	$0.39	$1.05	$1.02	$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.36	$0.00	$0.36	$1.02	$1.02	$0.00
2010Summary only. Only limited summary data is available for this year.	$0.36	$0.00		$1.07	$1.04	$0.03