Civic Intelligence

Jefferson Parent-Teacher

EIN 42-1271690 • 501(c)3 • Mason City, IA

Profile

Financial support to jefferson elementary

1421 - 4th Street SEMason City, IA 50401

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

63rd percentile

5.4%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

53%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$33,747

Up $1,735 (+5.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$33,747

Up $1,735 (+5.4%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$18,967

Up $6,594 (+53%) from 2023

Expenses

Up

$17,629

Up $1,937 (+12%) from 2023

Net Income

Up

$1,338

Up $4,657 (+140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2011: $56,128Net Assets 2011: $56,1282011Assets 2012: $49,990Net Assets 2012: $49,9902012Assets 2013: $29,103Net Assets 2013: $29,1032013Assets 2014: $27,311Net Assets 2014: $27,3112014Assets 2015: $28,617Net Assets 2015: $28,6172015Assets 2016: $36,696Net Assets 2016: $36,6962016Assets 2017: $39,251Net Assets 2017: $39,2512017Assets 2018: $43,350Net Assets 2018: $43,3502018Assets 2019: $45,538Net Assets 2019: $45,5382019Assets 2020: $26,637Net Assets 2020: $26,6372020Assets 2021: $32,865Net Assets 2021: $32,8652021Assets 2022: $35,331Net Assets 2022: $35,3312022Assets 2023: $32,012Net Assets 2023: $32,0122023Assets 2024: $33,747Net Assets 2024: $33,7472024

Highlighted filing

2024

Assets$33,747
Liabilities-
Net Assets$33,747
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $34,768Expenses 2011: $38,594Net Income 2011: -$3,8262011Revenue 2012: $34,135Expenses 2012: $40,423Net Income 2012: -$6,2882012Revenue 2013: $39,327Expenses 2013: $60,214Net Income 2013: -$20,8872013Revenue 2014: $29,718Expenses 2014: $31,510Net Income 2014: -$1,7922014Revenue 2015: $33,815Expenses 2015: $32,509Net Income 2015: $1,3062015Revenue 2016: $39,171Expenses 2016: $31,092Net Income 2016: $8,0792016Revenue 2017: $30,348Expenses 2017: $27,793Net Income 2017: $2,5552017Revenue 2018: $26,665Expenses 2018: $22,566Net Income 2018: $4,0992018Revenue 2019: $25,681Expenses 2019: $23,493Net Income 2019: $2,1882019Revenue 2020: $3,312Expenses 2020: $22,213Net Income 2020: -$18,9012020Revenue 2021: $18,696Expenses 2021: $12,468Net Income 2021: $6,2282021Revenue 2022: $20,803Expenses 2022: $18,337Net Income 2022: $2,4662022Revenue 2023: $12,373Expenses 2023: $15,692Net Income 2023: -$3,3192023Revenue 2024: $18,967Expenses 2024: $17,629Net Income 2024: $1,3382024

Highlighted filing

2024

Revenue$18,967
Expenses$17,629
Net Income$1,338
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,747
Liabilities
-
Net assets
$33,747
Revenue
$18,967
Expenses
$17,629
Net income
$1,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.7$33.7$19.0$17.6$1.34
2023Detailed filing. Detailed filing data is available for this year.$32.0$32.0$12.4$15.7$3.32
2022Detailed filing. Detailed filing data is available for this year.$35.3$35.3$20.8$18.3$2.47
2021Detailed filing. Detailed filing data is available for this year.$32.9$32.9$18.7$12.5$6.23
2020Detailed filing. Detailed filing data is available for this year.$26.6$26.6$3.31$22.2$18.9
2019Detailed filing. Detailed filing data is available for this year.$45.5$45.5$25.7$23.5$2.19
2018Detailed filing. Detailed filing data is available for this year.$43.4$43.4$26.7$22.6$4.10
2017Detailed filing. Detailed filing data is available for this year.$39.3$39.3$30.3$27.8$2.56
2016Detailed filing. Detailed filing data is available for this year.$36.7$36.7$39.2$31.1$8.08
2015Detailed filing. Detailed filing data is available for this year.$28.6$28.6$33.8$32.5$1.31
2014Detailed filing. Detailed filing data is available for this year.$27.3$27.3$29.7$31.5$1.79
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$29.1$39.3$60.2$20.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$50.0$34.1$40.4$6.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.1$56.1$34.8$38.6$3.83
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 27, 2025
Return Version
2023v6.0
Gross Receipts
$23,761
Mission and Program Overview

Mission

Financial support to jefferson elementary

Program Services

DescriptionGrantsExpenses
PROVIDE CLASSROOM EQUIPMENT, COMPUTERS AND SUPPLIES FOR SCHOOL PROGRAMS. NUMBER OF STUDENTS - OVER 300.-$17,629
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY ADAMSPresident-$0--
KAYLA MONAHANSecretary-$0--
MCKENZIE HUMPALTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$15,208$15,208$2,696$12,512
Walkathon$5,670$5,670$466$5,204
Total Events$20,878$20,878$3,162$17,716
Filing and Contact Details

Filer

Filer Name
Jefferson Parent-teacher
EIN
42-1271690
Phone
6414237982
Address
1421 - 4TH STREET SE, MASON CITY, IA 50401

Signing Officer

Name
Mckenzie Humpal
Title
Treasurer
Phone
6414237982
Signed
2025-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
200 NORTH ADAMS AVENUE, MASON CITY, IA 50401-1320
Preparer
Chelsea Eckenrod CPA
Phone
6414230574
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 220 total 220”

Form 990-ez, Part I, Line 16

“Expenses 4th grade banquet 1,540 classroom supplies 425 inflatable day 1,140 literacy and learning 2,869 miscellaneous 1,161 pbis 898 recess supplies 452 special events 697 staff appreciation 210 subscriptions 1,944 teacher appreciation 1,393 teachers - classroom supp 4,125 donations 200 total 17,054”

Form 990-ez, Part I, Line 20

“Prior period adjustment 397”

Raw XML Appendix166 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/PersonNm0MCKENZIE HUMPAL
IRS990EZ/BooksInCareOfDetail/PhoneNum06414237982
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0710 S TENNESSEE PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MASON CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032012
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033747
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0530
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0575
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt032012
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033747
IRS990EZ/FundraisingGrossIncomeAmt023002
IRS990EZ/GrossReceiptsAmt023761
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt032012
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033747
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt032012
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033747
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAYLA MONAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MCKENZIE HUMPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0397
IRS990EZ/OtherExpensesTotalAmt017054
IRS990EZ/OtherRevenueTotalAmt0220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FINANCIAL SUPPORT TO JEFFERSON ELEMENTARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CLASSROOM EQUIPMENT, COMPUTERS AND SUPPLIES FOR SCHOOL PROGRAMS. NUMBER OF STUDENTS - OVER 300.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017629
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04794
IRS990EZ/SpecialEventsNetIncomeLossAmt018208
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017629
IRS990EZ/TotalProgramServiceExpensesAmt017629
IRS990EZ/TotalRevenueAmt018967
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0533
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0285
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01667
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt071
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0130
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023222
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt024702
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt030539
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt024413
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt031424
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0134300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt071
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0117
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99910
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal509Amt0136097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024967
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt024597
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031709
IRS990ScheduleA/Total509Grp/TotalAmt0136097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024977
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt024611
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt031780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136214
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03162
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WALKATHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020878
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015208
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt020878
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017716
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02696
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 220 TOTAL 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 4TH GRADE BANQUET 1,540 CLASSROOM SUPPLIES 425 INFLATABLE DAY 1,140 LITERACY AND LEARNING 2,869 MISCELLANEOUS 1,161 PBIS 898 RECESS SUPPLIES 452 SPECIAL EVENTS 697 STAFF APPRECIATION 210 SUBSCRIPTIONS 1,944 TEACHER APPRECIATION 1,393 TEACHERS - CLASSROOM SUPP 4,125 DONATIONS 200 TOTAL 17,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSTMENT 397
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MCKENZIE HUMPAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06414237982
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON PARENT-TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0421271690
ReturnHeader/Filer/PhoneNum06414237982
ReturnHeader/Filer/USAddress/AddressLine1Txt01421 - 4TH STREET SE
ReturnHeader/Filer/USAddress/CityNm0MASON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NORTH ADAMS AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASON CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0504011320
ReturnHeader/PreparerPersonGrp/PhoneNum06414230574
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHELSEA ECKENROD CPA
ReturnHeader/ReturnTs02025-07-25T09:44:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.