Civic Intelligence

Thomas Jefferson Middle School Ptsa 3 7 120

990EZ • Fiscal year 2017 • EIN 56-2431283

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 14, 2017

2003 65th Avenue WestTacoma, WA 98466

(360) 313-3700

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

23rd percentile

-10%

Higher net margin than 23% 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

23rd percentile

-16%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

-3.4%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$16,746

Down $3,138 (-16%) from 2016

Net Assets

Down

$16,746

Down $3,138 (-16%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$30,543

Down $1,085 (-3.4%) from 2016

Expenses

Up

$33,681

Up $371 (+1.1%) from 2016

Net Income

Down

-$3,138

Down $1,456 (-87%) from 2016

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: $14,997Net Assets 2014: $14,9972014Assets 2015: $21,566Net Assets 2015: $21,5662015Assets 2016: $19,884Net Assets 2016: $19,8842016Assets 2017: $16,746Liabilities 2017: $0Net 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

2017

Assets$16,746
Liabilities$0
Net Assets$16,746

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

2017

Revenue$30,543
Expenses$33,681
Net Income-$3,138
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 14, 2017
Return Version
2016v3.0
Gross Receipts
$47,176
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.$16,844$30,390
Community/volunteer involvement & recognition including golden acorn, outstanding educator, and staff and volunteer appreciation$1,205$3,291
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAM ERDYCo-President-$0--
JESSICA MARIONCo-President-$0--
ZAN GILLESPIECo-Vice President-$0--
CHRISTINE WILSONCo-Vice President-$0--
JENNIFER WEGERERCo-Secretary-$0--
KATHY KARTCHNERCo-Secretary-$0--
ANGELA ARNETTTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall fundraiser$38,952$38,952$16,633$22,319
Total Events$38,952$38,952$16,633$22,319
Filing and Contact Details

Filer

Filer Name
Thomas Jefferson Middle School PTSA
EIN
56-2431283
Phone
3603133700
Address
2003 65th Avenue West, Tacoma, WA 98466

Signing Officer

Name
Kristen Sjogren
Title
Treasurer
Phone
3603133700
Signed
2017-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Jason P Smith CPA PS
Address
10000 NE 7th Ave Ste 400, Vancouver, WA 98685
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: 3000 nw 119th street, vancou

Form 990EZ, Part I, Line 10

Other; Membership fees; : , , , ; , 1205.

Form 990EZ, Part I, Line 16

8th grade celebration 8278.

Form 990EZ, Part I, Line 16

Battle of the books 135.

Form 990EZ, Part I, Line 16

Enrichment assemblies 500.

Form 990EZ, Part I, Line 16

Tax preparation 450.

Form 990EZ, Part I, Line 16

Fed & state reports 10.

Form 990EZ, Part I, Line 16

Golden acorn/Outstanding ed 355.

Form 990EZ, Part I, Line 16

Honor roll recognition 799.

Form 990EZ, Part I, Line 16

Hospitality 130.

Form 990EZ, Part I, Line 16

Insurance 290.

Form 990EZ, Part I, Line 16

NJHS 186.

Form 990EZ, Part I, Line 16

Office supplies 114.

Form 990EZ, Part I, Line 16

Parent student visitation events 47.

Form 990EZ, Part I, Line 16

Postage 20.

Form 990EZ, Part I, Line 16

President's discretionary fund 136.

Form 990EZ, Part I, Line 16

Socials 1261.

Form 990EZ, Part I, Line 16

Software 172.

Form 990EZ, Part I, Line 16

Spirit sales 1148.

Form 990EZ, Part I, Line 16

Staff appreciation 1441.

Form 990EZ, Part I, Line 16

Volunteer appreciation 160.

Raw XML Appendix223 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/USAddress/CityNm0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098685
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019884
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAM ERDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA MARION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZAN GILLESPIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTINE WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER WEGERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHY KARTCHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANGELA ARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015632
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth
IRS990EZ/ProgramServiceRevenueAmt02651
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/GrantsAndAllocationsAmt016844
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11205
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13291
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt022319
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt033681
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IRS990EZ/TotalRevenueAmt030543
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030201
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt039445
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0199000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0229201
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044587
IRS990ScheduleA/Total509Grp/TotalAmt0229201
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0229287
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016633
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt038952
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt038952
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022319
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016633
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT DEVELOPMENT; FUNDS FOR CLASSES; THOMAS JEFFERSON MIDDLE SCHOOL: 3000 NW 119TH STREET, VANCOU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other; Membership fees; : , , , ; , 1205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28th grade celebration 8278.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Battle of the books 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Enrichment assemblies 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax preparation 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fed & state reports 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Golden acorn/Outstanding ed 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Honor roll recognition 799.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NJHS 186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Office supplies 114.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Parent student visitation events 47.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Postage 20.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15President's discretionary fund 136.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Socials 1261.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Software 172.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Spirit sales 1148.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Staff appreciation 1441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Volunteer appreciation 160.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN SJOGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03603133700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thomas Jefferson Middle School PTSA
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0562431283
ReturnHeader/Filer/PhoneNum03603133700
ReturnHeader/Filer/USAddress/AddressLine1Txt02003 65th Avenue West
ReturnHeader/Filer/USAddress/CityNm0Tacoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098466
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD0F56D4B5651B1E4FD79DDD0FE9AAEE49477AD4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD0F56D4B5651B1E4FD79DDD0FE9AAEE49477AD4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.252.22.102
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:25:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jason P Smith CPA PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010000 NE 7th Ave Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vancouver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098685
ReturnHeader/PreparerPersonGrp/PhoneNum03605671041
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON P SMITH
ReturnHeader/ReturnTs02017-11-06T14:25:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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