Civic Intelligence

Jefferson Education Association

990EZ • Fiscal year 2016 • EIN 38-2108131

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

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

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-9.8%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-2.3%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-3.6%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$38,642

Down $913 (-2.3%) from 2015

Net Assets

Down

$38,642

Down $913 (-2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin19th percentile

Revenue

Down

$9,313

Down $348 (-3.6%) from 2015

Expenses

Up

$10,226

Up $1,115 (+12%) from 2015

Net Income

Down

-$913

Down $1,463 (-266%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th 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: $0Net Assets 2016: $38,6422016Assets 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

2016

Assets$38,642
Liabilities$0
Net Assets$38,642
Open 2016 Filing

Operations Trend

Revenue Growth33rd 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

2016

Revenue$9,313
Expenses$10,226
Net Income-$913
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.1
Gross Receipts
$9,313
Mission and Program Overview

Mission

Employee union to provide benefits to members

Program Services

DescriptionGrantsExpenses
UNION MEMBERSHIP BENEFIT$1,485$0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH GREENEPresident-$0--
SUSAN LABEAUVice President-$0--
ANDREA WERNERTreasurer-$0--
MELISSA HALLSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Andrea Werner
Title
Treasurer
Phone
7347354175
Signed
2016-11-03
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: 389.”

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

“Affiliate name: mea. Purpose of payment: dues. Amount of payment: 1,485.”

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

“Description: meeting expense. Amount: 237. Description: scholarships & gifts. Amount: 2,762. Description: stipends. Amount: 4,740. Description: miscellaneous. Amount: 546. Description: negotiation. Amount: 456. Total to form 990-ez, line 16: 8,741.”

Raw XML Appendix112 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/BOYAmt039555
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038642
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-913
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038642
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01485
IRS990EZ/GrossReceiptsAmt09313
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0389
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt08924
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039555
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038642
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039555
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038642
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/PersonNm1SUSAN LABEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08741
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EMPLOYEE UNION TO PROVIDE BENEFITS TO MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0UNION MEMBERSHIP BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01485
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt010226
IRS990EZ/TotalRevenueAmt09313
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 389.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: MEA. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 1,485.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: MEETING EXPENSE. AMOUNT: 237. DESCRIPTION: SCHOLARSHIPS & GIFTS. AMOUNT: 2,762. DESCRIPTION: STIPENDS. AMOUNT: 4,740. DESCRIPTION: MISCELLANEOUS. AMOUNT: 546. DESCRIPTION: NEGOTIATION. AMOUNT: 456. TOTAL TO FORM 990-EZ, LINE 16: 8,741.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07347354175
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O 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/PreparationDt02016-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACARELLA
ReturnHeader/ReturnTs02016-11-10T13:54:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,642
Liabilities
$0
Net assets
$38,642
Revenue
$9,313
Expenses
$10,226
Net income
-$913
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
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$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