Civic Intelligence

Thomas Jefferson Elementary School P T C

990EZ • Fiscal year 2020 • EIN 51-0525272

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization ProfileN/A
750 Central Park DriveRoseville, CA 95678

(916) 771-1840

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$40,295

Up $25,644 (+175%) from 2016

Net Assets

$40,295

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$29,062

Up $240 (+0.8%) from 2016

Expenses

Down

$14,073

Down $18,248 (-56%) from 2016

Net Income

Up

$14,989

Up $18,488 (+528%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2011: $18,075Liabilities 2011: $02011Assets 2012: $23,807Net Assets 2012: $23,8072012Assets 2014: $7,833Liabilities 2014: $02014Assets 2015: $18,150Liabilities 2015: $02015Assets 2016: $14,651Liabilities 2016: $02016Assets 2020: $40,295Net Assets 2020: $40,2952020Assets 2021: $39,088Net Assets 2021: $39,0882021Assets 2022: $22,923Net Assets 2022: $22,9232022Assets 2023: $47,586Net Assets 2023: $47,5862023Assets 2024: $41,953Liabilities 2024: $0Net Assets 2024: $41,9532024Assets 2025: $49,938Liabilities 2025: $0Net Assets 2025: $49,9382025

Highlighted filing

2020

Assets$40,295
Liabilities-
Net Assets$40,295
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $29,629Expenses 2011: $31,193Net Income 2011: -$1,5642011Revenue 2012: $31,434Expenses 2012: $25,686Net Income 2012: $5,7482012Revenue 2014: $40,935Expenses 2014: $46,320Net Income 2014: -$5,3852014Revenue 2015: $22,575Expenses 2015: $12,258Net Income 2015: $10,3172015Revenue 2016: $28,822Expenses 2016: $32,321Net Income 2016: -$3,4992016Revenue 2020: $29,062Expenses 2020: $14,073Net Income 2020: $14,9892020Revenue 2021: $19,537Expenses 2021: $20,744Net Income 2021: -$1,2072021Revenue 2022: $51,082Expenses 2022: $67,247Net Income 2022: -$16,1652022Revenue 2023: $75,163Expenses 2023: $50,500Net Income 2023: $24,6632023Revenue 2024: $31,595Expenses 2024: $37,228Net Income 2024: -$5,6332024Revenue 2025: $38,628Expenses 2025: $30,643Net Income 2025: $7,9852025

Highlighted filing

2020

Revenue$29,062
Expenses$14,073
Net Income$14,989
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$65,422
Mission and Program Overview

Mission

Education Enrichment K-5 Grade

Program Services

DescriptionGrantsExpenses
THE THOMAS JEFFERSON PTC PROVIDES FUNDING AND VOLUNTEER COORDINATION FOR THE STUDENTS AND STAFF AT THOMAS JEFFERSON ELEMENTARY SCHOOL-$12,887
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLIE ASHBYPresidentPT$0--
DAISY DILLVice PresidentPT$0--
ALLISON GEORGETreasurerPT$0--
BRITTANY GARNERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dance a Thon$19,509$19,509$3,667$15,842
Cookie Dough$16,164$16,164$8,325$7,839
Total Events$64,120$64,120$36,360$27,760
Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Elementary School
EIN
51-0525272
Phone
9167711840
Address
750 CENTRAL PARK DRIVE, ROSEVILLE, CA 95678

Signing Officer

Name
Allison George
Title
Treasurer
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Karr Business Services
Address
9036 KODIAK WAY, ROSEVILLE, CA 95747
Preparer
Christine D Karr
Phone
9167726086
Supplemental Narrative

Additional Explanations

Page 1 Part 1 Line 16

“Exempt purpose expenditures”

Page 2 Part 2 Line 24

“PTC EQUIPMENT”

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09167711840
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095678
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024609
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01302
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025306
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040295
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LESLIE ASHBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAISY DILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON GEORGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRITTANY GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0697
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0697
IRS990EZ/OtherExpensesTotalAmt012887
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT K-5 GRADE
IRS990EZ/PrintingPublicationsPostageAmt01186
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE THOMAS JEFFERSON PTC PROVIDES FUNDING AND VOLUNTEER COORDINATION FOR THE STUDENTS AND STAFF AT THOMAS JEFFERSON ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012887
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt036360
IRS990EZ/SpecialEventsNetIncomeLossAmt027760
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014073
IRS990EZ/TotalProgramServiceExpensesAmt012887
IRS990EZ/TotalRevenueAmt029062
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07962
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022873
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0153308
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0161270
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028822
IRS990ScheduleA/Total509Grp/TotalAmt0161270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043247
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028822
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0161270
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036360
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DANCE A THON
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COOKIE DOUGH
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt016164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt028447
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064120
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019509
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016164
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt028447
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027760
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt024368
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt036360
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03667
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXEMPT PURPOSE EXPENDITURES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PTC EQUIPMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1 PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PAGE 2 PART 2 LINE 24
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLISON GEORGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0510525272
ReturnHeader/Filer/PhoneNum09167711840
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 CENTRAL PARK DRIVE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.30.124.245
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680486152
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09036 KODIAK WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
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ReturnHeader/PreparerPersonGrp/PhoneNum09167726086
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE D KARR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-24T10:40:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,295
Liabilities
-
Net assets
$40,295
Revenue
$29,062
Expenses
$14,073
Net income
$14,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$49.9$0.00$49.9$38.6$30.6$7.99
2024Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$31.6$37.2$5.63
2023Detailed filing. Detailed filing data is available for this year.$47.6$47.6$75.2$50.5$24.7
2022Detailed filing. Detailed filing data is available for this year.$22.9$22.9$51.1$67.2$16.2
2021Detailed filing. Detailed filing data is available for this year.$39.1$39.1$19.5$20.7$1.21
2020Detailed filing. Detailed filing data is available for this year.$40.3$40.3$29.1$14.1$15.0
2016Summary only. Only limited summary data is available for this year.$14.7$0.00$28.8$32.3$3.50
2015Summary only. Only limited summary data is available for this year.$18.2$0.00$22.6$12.3$10.3
2014Summary only. Only limited summary data is available for this year.$7.83$0.00$40.9$46.3$5.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$23.8$31.4$25.7$5.75
2011Summary only. Only limited summary data is available for this year.$18.1$0.00$29.6$31.2$1.56