Civic Intelligence

Jefferson Education Association

990EZ • Fiscal year 2015 • EIN 38-2108131

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 20, 2015

Organization ProfileN/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.

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

56th percentile

5.7%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

1.4%

Faster asset growth than 46% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$39,555

Up $550 (+1.4%) from 2014

Net Assets

$39,555

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin56th percentile

Revenue

Up

$9,661

Up $1,697 (+21%) from 2014

Expenses

Up

$9,111

Up $659 (+7.8%) from 2014

Net Income

Up

$550

Up $1,038 (+213%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$40K$30K$20K$10K$0Assets 2010: $35,736Liabilities 2010: $02010Assets 2011: $35,831Liabilities 2011: $0Net Assets 2011: $35,8312011Assets 2012: $39,046Liabilities 2012: $0Net Assets 2012: $39,0462012Assets 2013: $39,493Liabilities 2013: $0Net Assets 2013: $39,4932013Assets 2014: $39,005Liabilities 2014: $02014Assets 2015: $39,555Liabilities 2015: $0Net Assets 2015: $39,5552015Assets 2016: $38,642Liabilities 2016: $02016Assets 2017: $38,535Liabilities 2017: $0Net Assets 2017: $38,5352017Assets 2018: $38,369Liabilities 2018: $0Net Assets 2018: $38,3692018Assets 2019: $31,750Liabilities 2019: $0Net Assets 2019: $31,7502019Assets 2020: $29,422Liabilities 2020: $0Net Assets 2020: $29,4222020Assets 2021: $28,907Liabilities 2021: $0Net Assets 2021: $28,9072021Assets 2022: $28,071Liabilities 2022: $0Net Assets 2022: $28,0712022Assets 2023: $26,995Liabilities 2023: $0Net Assets 2023: $26,9952023Assets 2024: $26,123Liabilities 2024: $02024Assets 2025: $25,248Net Assets 2025: $25,2482025

Highlighted filing

2015

Assets$39,555
Liabilities$0
Net Assets$39,555
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $106,622Expenses 2010: $104,037Net Income 2010: $2,5852010Revenue 2011: $101,961Expenses 2011: $101,866Net Income 2011: $952011Revenue 2012: $105,469Expenses 2012: $102,254Net Income 2012: $3,2152012Revenue 2013: $109,038Expenses 2013: $108,591Net Income 2013: $4472013Revenue 2014: $7,964Expenses 2014: $8,452Net Income 2014: -$4882014Revenue 2015: $9,661Expenses 2015: $9,111Net Income 2015: $5502015Revenue 2016: $9,313Expenses 2016: $10,226Net Income 2016: -$9132016Revenue 2017: $8,483Expenses 2017: $8,590Net Income 2017: -$1072017Revenue 2018: $8,423Expenses 2018: $8,589Net Income 2018: -$1662018Revenue 2019: $7,574Expenses 2019: $14,193Net Income 2019: -$6,6192019Revenue 2020: $6,041Expenses 2020: $8,369Net Income 2020: -$2,3282020Revenue 2021: $6,581Expenses 2021: $7,096Net Income 2021: -$5152021Revenue 2022: $6,078Expenses 2022: $6,914Net Income 2022: -$8362022Revenue 2023: $5,831Expenses 2023: $6,907Net Income 2023: -$1,0762023Revenue 2024: $6,170Expenses 2024: $7,042Net Income 2024: -$8722024Revenue 2025: $5,851Expenses 2025: $6,725Net Income 2025: -$8742025

Highlighted filing

2015

Revenue$9,661
Expenses$9,111
Net Income$550
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 20, 2015
Return Version
2014v5.0
Gross Receipts
$9,661
Mission and Program Overview

Mission

Employee union to provide benefits to members

Program Services

DescriptionGrantsExpenses
UNION MEMBERSHIP BENEFIT$0$0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH GREENEPresident-$0--
BRIAN SEXTONVice President-$0--
ANDREA WERNERTreasurer-$0--
MELISSA SATTERFIELDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Education Association Co Andrea Werner
EIN
38-2108131
Phone
7347354175
Address
441 BOGEY CT, MONROE, MI 48162

Signing Officer

Name
Andrea Werner
Title
Treasurer
Phone
7347354175
Signed
2015-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Bacarella & Associates Pllc
Address
PO BOX 984, MONROE, MI 48161
Preparer
William J Bacarella
Phone
7342426544
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 250.”

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

“Affiliate name: mea. Purpose of payment: dues. Amount of payment: 963.”

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

“Description: meeting expense. Amount: 193. Description: scholarships & gifts. Amount: 1,590. Description: stipends. Amount: 4,889. Description: miscellaneous. Amount: 166. Description: negotiation. Amount: 1,310. Total to form 990-ez, line 16: 8,148.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANDREA WERNER
IRS990EZ/BooksInCareOfDetail/PhoneNum07342423958
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0441 BOGEY CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048162
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039005
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039555
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0550
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039005
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039555
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0963
IRS990EZ/GrossReceiptsAmt09661
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0250
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09411
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039005
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039555
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039005
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039555
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH GREENE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN SEXTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA SATTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08148
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EMPLOYEE UNION TO PROVIDE BENEFITS TO MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION MEMBERSHIP BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt09111
IRS990EZ/TotalRevenueAmt09661
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: MEA. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 963.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING EXPENSE. AMOUNT: 193. DESCRIPTION: SCHOLARSHIPS & GIFTS. AMOUNT: 1,590. DESCRIPTION: STIPENDS. AMOUNT: 4,889. DESCRIPTION: MISCELLANEOUS. AMOUNT: 166. DESCRIPTION: NEGOTIATION. AMOUNT: 1,310. TOTAL TO FORM 990-EZ, LINE 16: 8,148.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07347354175
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON EDUCATION ASSOCIATION CO ANDREA WERNER
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0382108131
ReturnHeader/Filer/PhoneNum07347354175
ReturnHeader/Filer/USAddress/AddressLine1Txt0441 BOGEY CT
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048162
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271287713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACARELLA & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 984
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048161
ReturnHeader/PreparerPersonGrp/PhoneNum07342426544
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACARELLA
ReturnHeader/ReturnTs02015-12-01T07:03:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,555
Liabilities
$0
Net assets
$39,555
Revenue
$9,661
Expenses
$9,111
Net income
$550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$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