Civic Intelligence

Thomas Jefferson Middle School Ptsa 3 7 120

990EZ • Fiscal year 2018 • EIN 56-2431283

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 02, 2018

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.6%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$9,978

Down $6,768 (-40%) from 2017

Net Assets

Down

$9,978

Down $6,768 (-40%) from 2017

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$29,450

Down $1,093 (-3.6%) from 2017

Expenses

Up

$36,218

Up $2,537 (+7.5%) from 2017

Net Income

Down

-$6,768

Down $3,630 (-116%) from 2017

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: $16,746Net Assets 2017: $16,7462017Assets 2018: $9,978Liabilities 2018: $0Net Assets 2018: $9,9782018Assets 2019: $18,597Net Assets 2019: $18,5972019Assets 2020: $25,828Net Assets 2020: $25,8282020

Highlighted filing

2018

Assets$9,978
Liabilities$0
Net Assets$9,978

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

2018

Revenue$29,450
Expenses$36,218
Net Income-$6,768
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 2, 2018
Return Version
2017v2.2
Gross Receipts
$42,643
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.$16,169$32,333
Community/volunteer involvement & recognition including golden acorn, outstanding educator, staff/volunteer appreciation, and staff workshops$1,618$3,885
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTY HALLCo-President-$0--
JESSICA MARIONCo-President-$0--
ZAN GILLESPIECo-Vice President-$0--
ANGELA ARNETTCo-Vice President-$0--
JENNIFER WEGERERCo-Secretary-$0--
TANDI GRAYCo-Secretary-$0--
KRISTEN SJOGRENTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall fundraiser$33,429$33,429$13,193$20,236
Total Events$33,429$33,429$13,193$20,236
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
2018-11-02
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; : , , , ; , 1618.

Form 990EZ, Part I, Line 16

8th grade celebration 8545.

Form 990EZ, Part I, Line 16

Battle of the books 184.

Form 990EZ, Part I, Line 16

Box tops for education 13.

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 30.

Form 990EZ, Part I, Line 16

Golden acorn/Outstanding ed 256.

Form 990EZ, Part I, Line 16

Honor roll recognition 721.

Form 990EZ, Part I, Line 16

Hospitality 159.

Form 990EZ, Part I, Line 16

Insurance 290.

Form 990EZ, Part I, Line 16

NJHS 116.

Form 990EZ, Part I, Line 16

Office supplies 123.

Form 990EZ, Part I, Line 16

Parent student visitation events 116.

Form 990EZ, Part I, Line 16

President's discretionary fund 27.

Form 990EZ, Part I, Line 16

Socials 1159.

Form 990EZ, Part I, Line 16

Software 172.

Form 990EZ, Part I, Line 16

Spirit sales 3718.

Form 990EZ, Part I, Line 16

Staff appreciation 1445.

Form 990EZ, Part I, Line 16

Volunteer appreciation 183.

Form 990EZ, Part I, Line 16

Workshops & seminars 224.

Raw XML Appendix226 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA MARION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ZAN GILLESPIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA ARNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER WEGERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TANDI GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN SJOGREN
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/OtherExpensesTotalAmt018431
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth
IRS990EZ/ProgramServiceRevenueAmt05558
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community/volunteer involvement & recognition including golden acorn, outstanding educator, staff/volunteer appreciation, and staff workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016169
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032333
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13885
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt020236
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt036218
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IRS990EZ/TotalRevenueAmt029450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt028701
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt077
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt040905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt035582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0198541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt077
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0227242
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038765
IRS990ScheduleA/Total509Grp/TotalAmt0227242
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0227319
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013193
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033429
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033429
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020236
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013193
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT DEVELOPMENT; FUNDS FOR CLASSES; THOMAS JEFFERSON MIDDLE SCHOOL: 3000 NW 119TH STREET, VANCOU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other; Membership fees; : , , , ; , 1618.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28th grade celebration 8545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Battle of the books 184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Box tops for education 13.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Enrichment assemblies 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Tax preparation 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fed & state reports 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Golden acorn/Outstanding ed 256.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Honor roll recognition 721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Hospitality 159.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Insurance 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12NJHS 116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Office supplies 123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Parent student visitation events 116.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15President's discretionary fund 27.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Socials 1159.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Software 172.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Spirit sales 3718.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Staff appreciation 1445.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Volunteer appreciation 183.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Workshops & seminars 224.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN SJOGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03603133700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
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/AtSubmissionCreationDeviceId03CE9C56719FF9AA237CBD0203D20B1A90B36BBE4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03CE9C56719FF9AA237CBD0203D20B1A90B36BBE4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.252.22.101
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:13:02
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/ReturnTs02018-11-15T14:13:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits