Civic Intelligence

Thomas Jefferson Middle School Ptsa 3 7 120

990EZ • Fiscal year 2014 • EIN 56-2431283

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 04, 2014

2003 65th Avenue WestVancouver, WA 98466

(360) 313-3700

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$14,997

Up $572 (+4.0%) from 2013

Net Assets

Up

$14,997

Up $572 (+4.0%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$21,953

Down $7,577 (-26%) from 2013

Expenses

Down

$21,381

Down $3,940 (-16%) from 2013

Net Income

Down

$572

Down $3,637 (-86%) from 2013

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2012: $10,216Net Assets 2012: $10,2162012Assets 2013: $14,425Net Assets 2013: $14,4252013Assets 2014: $14,997Liabilities 2014: $0Net Assets 2014: $14,9972014Assets 2015: $21,566Net Assets 2015: $21,5662015Assets 2016: $19,884Net Assets 2016: $19,8842016Assets 2017: $16,746Net Assets 2017: $16,7462017Assets 2018: $9,978Net Assets 2018: $9,9782018Assets 2019: $18,597Net Assets 2019: $18,5972019Assets 2020: $25,828Net Assets 2020: $25,8282020

Highlighted filing

2014

Assets$14,997
Liabilities$0
Net Assets$14,997

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $32,931Expenses 2012: $33,424Net Income 2012: -$4932012Revenue 2013: $29,530Expenses 2013: $25,321Net Income 2013: $4,2092013Revenue 2014: $21,953Expenses 2014: $21,381Net Income 2014: $5722014Revenue 2015: $31,168Expenses 2015: $24,599Net Income 2015: $6,5692015Revenue 2016: $31,628Expenses 2016: $33,310Net Income 2016: -$1,6822016Revenue 2017: $30,543Expenses 2017: $33,681Net Income 2017: -$3,1382017Revenue 2018: $29,450Expenses 2018: $36,218Net Income 2018: -$6,7682018Revenue 2019: $26,902Expenses 2019: $18,283Net Income 2019: $8,6192019Revenue 2020: $25,063Expenses 2020: $17,832Net Income 2020: $7,2312020

Highlighted filing

2014

Revenue$21,953
Expenses$21,381
Net Income$572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 4, 2014
Return Version
2013v3.1
Gross Receipts
$37,909
Mission and Program Overview

Mission

To support the education, health, and welfare of all children and youth

Program Services

DescriptionGrantsExpenses
Student support/enrichment/education including 6th grade welcome, 8th grade celebration, honor roll recognition, president's discretionary fund, etc.$5,660$18,669
Community/volunteer involvement & recognition including golden acorn, outstanding educator, and staff and volunteer appreciation$1,377$2,712
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE SACKERPresidentPT$0--
JAIME MILLERVice President-$0--
ELIZABETH OWENSecretary-$0--
ANNAMARIE HOOBLERTreasurer-$0--
STEPHANIE DEESMembership Director-$0--
BECKY HUESBYFundraising Co-Director-$0--
RHONDA DOJANFundraising Co-Director-$0--
JAIME MILLERStaff Appreciation Co-Director-$0--
BOBBI LUJANStaff Appreciation Co-Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$31,858$31,858$15,956$15,902
Total Events$31,858$31,858$15,956$15,902
Filing and Contact Details

Filer

EIN
56-2431283
Phone
3603133700

Signing Officer

Name
Annamarie Hoobler
Title
Treasurer
Phone
3603133700
Signed
2014-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Jason P Smith
Phone
3605671041
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Student development funds for classes thomas jefferson middle school none 5660. Other membership fees 1377.

Form 990EZ, Part I, Line 16

6th grade welcome 44. 8th grade celebration 4377. Back to school event 35. Bank fees 49. Battle of the books 124. Book fair 918. Enrichment assemblies 3000. Fed & state reports 50. Golden acorn/outstanding ed 306. Honor roll recognition 1169. Insurance 265. Membership committee 36. Office supplies 75. President's discretionary fund 200. Socials 1282. Software 162. Spirit sales 760. Staff appreciation 930. Tax preparation 500. Volunteer appreciation 50. Workshops/seminars 12.

Raw XML Appendix185 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/PhoneNum03603264080
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine103000 NW 119th Street
IRS990EZ/BooksInCareOfDetail/USAddress/City0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/State0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode098685
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014425
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE SACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAIME MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH OWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNAMARIE HOOBLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE DEES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BECKY HUESBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RHONDA DOJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAIME MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BOBBI LUJAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Membership director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Fundraising co-director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Fundraising co-director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Staff appreciation co-director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Staff appreciation co-director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014344
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth
IRS990EZ/ProgramServiceRevenueAmt02724
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support/enrichment/education including 6th grade welcome, 8th grade celebration, honor roll recognition, president's discretionary fund, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community/volunteer involvement & recognition including golden acorn, outstanding educator, and staff and volunteer appreciation
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05660
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018669
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12712
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015956
IRS990EZ/SpecialEventsNetIncomeLossAmt015902
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021381
IRS990EZ/TotalProgramServiceExpensesAmt021381
IRS990EZ/TotalRevenueAmt021953
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025333
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045770
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0159
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt035582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt039445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046003
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048412
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022509
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0191951
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0159
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0237721
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044587
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053238
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047842
IRS990ScheduleA/Total509Grp/TotalAmt0237721
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0237880
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031858
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Fall fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015902
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT DEVELOPMENT FUNDS FOR CLASSES THOMAS JEFFERSON MIDDLE SCHOOL NONE 5660. OTHER MEMBERSHIP FEES 1377.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TH GRADE WELCOME 44. 8TH GRADE CELEBRATION 4377. BACK TO SCHOOL EVENT 35. BANK FEES 49. BATTLE OF THE BOOKS 124. BOOK FAIR 918. ENRICHMENT ASSEMBLIES 3000. FED & STATE REPORTS 50. GOLDEN ACORN/OUTSTANDING ED 306. HONOR ROLL RECOGNITION 1169. INSURANCE 265. MEMBERSHIP COMMITTEE 36. OFFICE SUPPLIES 75. PRESIDENT'S DISCRETIONARY FUND 200. SOCIALS 1282. SOFTWARE 162. SPIRIT SALES 760. STAFF APPRECIATION 930. TAX PREPARATION 500. VOLUNTEER APPRECIATION 50. WORKSHOPS/SEMINARS 12.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNAMARIE HOOBLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03603133700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10Thomas Jefferson Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0562431283
ReturnHeader/Filer/PhoneNum03603133700
ReturnHeader/Filer/USAddress/AddressLine102003 65th Avenue West
ReturnHeader/Filer/USAddress/City0Tacoma
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jason P Smith CPA PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010000 NE 7th Ave Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Vancouver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098685
ReturnHeader/PreparerPersonGrp/PhoneNum03605671041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON P SMITH
ReturnHeader/ReturnTs02014-11-07T10:45:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits