Civic Intelligence

Thomas Jefferson Middle School Ptsa 3 7 120

990EZ • Fiscal year 2019 • EIN 56-2431283

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 16, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

86%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-8.7%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$18,597

Up $8,619 (+86%) from 2018

Net Assets

Up

$18,597

Up $8,619 (+86%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$26,902

Down $2,548 (-8.7%) from 2018

Expenses

Down

$18,283

Down $17,935 (-50%) from 2018

Net Income

Up

$8,619

Up $15,387 (+227%) from 2018

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

Highlighted filing

2019

Assets$18,597
Liabilities$0
Net Assets$18,597

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

2019

Revenue$26,902
Expenses$18,283
Net Income$8,619
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 16, 2019
Return Version
2018v3.1
Gross Receipts
$39,761
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 6thgrade welcome, 8th grade celebration, honor rollrecognition, president's discretionary fund, etc.$4,707$14,849
Community/volunteer involvement & recognitionincluding golden acorn, outstanding educator,staff/volunteer appreciation, and staff workshops$1,310$3,435
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christy HallCo-President-$0--
Christine WilsonCo-President-$0--
Jennifer WegererCo-Vice President-$0--
Angela ArnettCo-Vice President-$0--
Amy SurfaceSecretary-$0--
Kristen SjogrenTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall fundraiser$32,248$32,248$12,859$19,389
Total Events$32,248$32,248$12,859$19,389
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
Shannon Kessler
Title
Treasurer
Phone
3603133700
Signed
2019-10-16
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, Vancouver, WA, 98685; None, 4707.

Form 990EZ, Part I, Line 10

Other; Membership fees; : , , , ; , 1310.

Form 990EZ, Part I, Line 16

8th grade celebration 3582.

Form 990EZ, Part I, Line 16

Bank fees 9.

Form 990EZ, Part I, Line 16

Battle of the books 174.

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 328.

Form 990EZ, Part I, Line 16

Honor roll recognition 941.

Form 990EZ, Part I, Line 16

Hospitality 156.

Form 990EZ, Part I, Line 16

Insurance 300.

Form 990EZ, Part I, Line 16

NJHS 115.

Form 990EZ, Part I, Line 16

Office supplies 95.

Form 990EZ, Part I, Line 16

Parent student visitation events 23.

Form 990EZ, Part I, Line 16

Socials 1293.

Form 990EZ, Part I, Line 16

Software 172.

Form 990EZ, Part I, Line 16

Spirit sales 2977.

Form 990EZ, Part I, Line 16

Staff appreciation 1292.

Form 990EZ, Part I, Line 16

Volunteer appreciation 94.

Form 990EZ, Part I, Line 16

Workshops & seminars 255.

Raw XML Appendix234 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/PhoneNum03603133700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098685
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christy Hall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Christine Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Wegerer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Angela Arnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amy Surface
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Kristen Sjogren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co-Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012266
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth
IRS990EZ/ProgramServiceRevenueAmt05200
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community/volunteer involvement & recognitionincluding golden acorn, outstanding educator,staff/volunteer appreciation, and staff workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04707
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11310
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014849
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13435
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012859
IRS990EZ/SpecialEventsNetIncomeLossAmt019389
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018283
IRS990EZ/TotalProgramServiceExpensesAmt018284
IRS990EZ/TotalRevenueAmt026902
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt040905
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0200407
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt069
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049299
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049390
IRS990ScheduleA/Total509Grp/TotalAmt0228227
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228296
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012859
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall fundraiser
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032248
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012859
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student development; Funds for classes; Thomas Jefferson Middle School: 3000 NW 119th Street, Vancouver, WA, 98685; None, 4707.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other; Membership fees; : , , , ; , 1310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28th grade celebration 3582.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank fees 9.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Battle of the books 174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tax preparation 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Fed & state reports 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Golden acorn/Outstanding ed 328.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Honor roll recognition 941.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Hospitality 156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Insurance 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11NJHS 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Office supplies 95.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Parent student visitation events 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Socials 1293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Software 172.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Spirit sales 2977.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Staff appreciation 1292.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Volunteer appreciation 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Workshops & seminars 255.
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
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shannon Kessler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03603133700
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-16
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/IPDt02019-10-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:22:00
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/ReturnTs02019-10-18T13:22:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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