Civic Intelligence

Thomas Jefferson Elementary School P T C

990EZ • Fiscal year 2021 • EIN 51-0525272

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 08, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

34th percentile

-3.0%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-33%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$39,088

Down $1,207 (-3.0%) from 2020

Net Assets

Down

$39,088

Down $1,207 (-3.0%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$19,537

Down $9,525 (-33%) from 2020

Expenses

Up

$20,744

Up $6,671 (+47%) from 2020

Net Income

Down

-$1,207

Down $16,196 (-108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

2021

Assets$39,088
Liabilities-
Net Assets$39,088
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

2021

Revenue$19,537
Expenses$20,744
Net Income-$1,207
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 8, 2021
Return Version
2020v4.0
Gross Receipts
$26,757
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-$19,403
Compensation and Service Providers
Top Officer Pay77th 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
Fireworks Bo$23,606$23,606$7,220$16,386
Total Events$23,606$23,606$7,220$16,386
Filing and Contact Details

Filer

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

Signing Officer

Name
Leslie Ashby
Title
President
Signed
2021-08-08
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 detail sheet attached”

Raw XML Appendix142 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/PersonNm0THOMAS JEFFERSON PTC TREA
IRS990EZ/BooksInCareOfDetail/PhoneNum09167711840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 CENTRAL PARK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095678
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039598
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038391
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0309
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1207
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt026448
IRS990EZ/GrossReceiptsAmt026757
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
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/OtherExpensesTotalAmt019403
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ENRICHMENT K-5 GRADE
IRS990EZ/PrintingPublicationsPostageAmt01341
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE THOMAS JEFFERSON PTC PROVIDES FUNDING AND VOLUNTEER COORDINATION FOR THE STUDENTS AND STAFF AT THOMAS JEFFERSON ELEMENTARY SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019403
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07220
IRS990EZ/SpecialEventsNetIncomeLossAmt019228
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020744
IRS990EZ/TotalProgramServiceExpensesAmt019403
IRS990EZ/TotalRevenueAmt019537
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0511
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt019228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt027760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043047
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037121
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0149663
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0151985
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019537
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022507
IRS990ScheduleA/Total509Grp/TotalAmt0151985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019537
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037632
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022507
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0151985
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07220
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIREWORKS BO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023606
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016386
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07220
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXEMPT PURPOSE EXPENDITURES DETAIL SHEET ATTACHED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 1, PART 1, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE ASHBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PTC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0510525272
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 CENTRAL PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0ROSEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095678
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680486152
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KARR BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09036 KODIAK WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095747
ReturnHeader/PreparerPersonGrp/PhoneNum09167726086
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE D KARR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-09T12:24:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ASHBY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,088
Liabilities
-
Net assets
$39,088
Revenue
$19,537
Expenses
$20,744
Net income
-$1,207
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