Civic Intelligence

Thomas Jefferson Middle School PTA

990EZ • Fiscal year 2017 • EIN 56-2152080

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 03, 2017

3500 Sally Kirk RoadWinston Salem, NC 27106

(336) 774-4630

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$15,780

No earlier filing loaded for comparison.

Net Assets

$15,780

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$43,496

No earlier filing loaded for comparison.

Expenses

$35,181

No earlier filing loaded for comparison.

Net Income

$8,315

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2017: $15,780Net Assets 2017: $15,7802017Assets 2018: $7,708Net Assets 2018: $7,7082018Assets 2019: $11,426Net Assets 2019: $11,4262019Assets 2020: $20,268Net Assets 2020: $20,2682020Assets 2021: $19,956Net Assets 2021: $19,9562021Assets 2022: $24,010Net Assets 2022: $24,0102022Assets 2023: $45,399Liabilities 2023: $02023Assets 2024: $61,339Liabilities 2024: $02024Assets 2025: $56,199Net Assets 2025: $56,1992025

Highlighted filing

2017

Assets$15,780
Liabilities-
Net Assets$15,780

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2017: $43,496Expenses 2017: $35,181Net Income 2017: $8,3152017Revenue 2018: $37,955Expenses 2018: $46,027Net Income 2018: -$8,0722018Revenue 2019: $31,694Expenses 2019: $27,976Net Income 2019: $3,7182019Revenue 2020: $25,714Expenses 2020: $16,872Net Income 2020: $8,8422020Revenue 2021: $7,616Expenses 2021: $7,928Net Income 2021: -$3122021Revenue 2022: $18,423Expenses 2022: $14,369Net Income 2022: $4,0542022Revenue 2023: $39,104Expenses 2023: $17,715Net Income 2023: $21,3892023Revenue 2024: $39,215Expenses 2024: $23,275Net Income 2024: $15,9402024Revenue 2025: $48,535Expenses 2025: $53,675Net Income 2025: -$5,1402025

Highlighted filing

2017

Revenue$43,496
Expenses$35,181
Net Income$8,315
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 3, 2017
Return Version
2016v3.0
Gross Receipts
$50,162
Mission and Program Overview

Mission

Promoting education advancement at thomas jefferson middle school through a pta volunteer organization

Program Services

DescriptionGrantsExpenses
FINANCIAL ASSISTANCE TO THE SCHOOL TO FUND TECHNOLOGY UPGRADES IN THE CLASSROOMS THAT BENEFIT 1,300 STUDENTS$20,151$20,151
FINANCIAL ASSISTANCE/ SCHOLARSHIPS TO ENABLE ALL STUDENT TO EQUALLY PARTICIPATE IN EDUCATIONAL OPPORTUNITIES$6,840$6,840
0-$3,548
TEACHER AND STAFF SUPPORT FOR THE EDUCATION OF 1,300 MIDDLE SCHOOL STUDENTS-$2,072
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE POTTERPresidentPT$0--
AMY RABOLDVice President-$0--
TERESA INMANTreasurer-$0--
TRICIA WALLSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Middle School Pta
EIN
56-2152080
Phone
3367744630
Address
3500 SALLY KIRK ROAD, WINSTON SALEM, NC 27106

Signing Officer

Name
Teresa P Inman
Title
Treasurer
Phone
3367744630
Signed
2017-08-03
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Funding of student activities that enhance the educational environment.

Form 990EZ, Part I, Line 8

SALES TAX REFUNDS 609.

Form 990EZ, Part I, Line 10

To reimburse pta for exempt purpose expenses; technology and student support; thomas jefferson middl

Form 990EZ, Part I, Line 16

Bank transaction charges 112.

Form 990EZ, Part I, Line 16

INSURANCE 355.

Form 990EZ, Part I, Line 16

Pledge drive expenses 1267.

Form 990EZ, Part I, Line 16

STUDENT ACTIVITIES 3548.

Form 990EZ, Part I, Line 16

TEACHER SUPPORT 2072.

Form 990EZ, Part I, Line 16

Pta membership organization dues 90.

Form 990EZ, Part I, Line 16

MISCELLANEOUS 746.

Raw XML Appendix184 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm0TERESA INMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03369189996
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0755 HERON RIDGE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WINSTONSALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027106
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IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossSalesOfInventoryAmt04825
IRS990EZ/GroupExemptionNum08535
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0575
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07465
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015780
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07465
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015780
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANE POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY RABOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TERESA INMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRICIA WALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0138
IRS990EZ/OtherExpensesTotalAmt08190
IRS990EZ/OtherRevenueTotalAmt0609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTING EDUCATION ADVANCEMENT AT THOMAS JEFFERSON MIDDLE SCHOOL THROUGH A PTA VOLUNTEER ORGANIZATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FINANCIAL ASSISTANCE TO THE SCHOOL TO FUND TECHNOLOGY UPGRADES IN THE CLASSROOMS THAT BENEFIT 1,300 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FINANCIAL ASSISTANCE/ SCHOLARSHIPS TO ENABLE ALL STUDENT TO EQUALLY PARTICIPATE IN EDUCATIONAL OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER AND STAFF SUPPORT FOR THE EDUCATION OF 1,300 MIDDLE SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020151
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16840
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020151
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16840
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22072
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt33548
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt03374
IRS990EZ/SpecialEventsNetIncomeLossAmt07687
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035181
IRS990EZ/TotalProgramServiceExpensesAmt032611
IRS990EZ/TotalRevenueAmt043496
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wsfcs.k12.nc.us
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: SALES TAX REFUNDS 2012: 563. 2013: 1115. 2014: 459. 2016: 609.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022486
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0146172
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017687
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013757
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt078439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt044
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0105
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0609
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0459
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01115
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0563
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02746
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98750
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0224611
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050150
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt048594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt036243
IRS990ScheduleA/Total509Grp/TotalAmt0224611
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FUNDING OF STUDENT ACTIVITIES THAT ENHANCE THE EDUCATIONAL ENVIRONMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SALES TAX REFUNDS 609.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO REIMBURSE PTA FOR EXEMPT PURPOSE EXPENSES; TECHNOLOGY AND STUDENT SUPPORT; THOMAS JEFFERSON MIDDL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK TRANSACTION CHARGES 112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INSURANCE 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PLEDGE DRIVE EXPENSES 1267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT ACTIVITIES 3548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHER SUPPORT 2072.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PTA MEMBERSHIP ORGANIZATION DUES 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS 746.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESA P INMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03367744630
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0562152080
ReturnHeader/Filer/PhoneNum03367744630
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 SALLY KIRK ROAD
ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027106
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02FFB9FB5EF3A09D565BBA8586D0CA1D985782851
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02FFB9FB5EF3A09D565BBA8586D0CA1D985782851
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt045.36.140.192
ReturnHeader/FilingSecurityInformation/IPDt02017-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:41:07
ReturnHeader/ReturnTs02017-08-13T11:41:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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