Civic Intelligence

Thomas Jefferson Middle School Ptsa 3 7 120

990EZ • Fiscal year 2020 • EIN 56-2431283

Jul 01, 2019 to Jun 30, 2020 • Filed on May 03, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

39%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

-6.8%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$25,828

Up $7,231 (+39%) from 2019

Net Assets

Up

$25,828

Up $7,231 (+39%) from 2019

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$25,063

Down $1,839 (-6.8%) from 2019

Expenses

Down

$17,832

Down $451 (-2.5%) from 2019

Net Income

Down

$7,231

Down $1,388 (-16%) from 2019

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: $18,597Net Assets 2019: $18,5972019Assets 2020: $25,828Liabilities 2020: $0Net Assets 2020: $25,8282020

Highlighted filing

2020

Assets$25,828
Liabilities$0
Net Assets$25,828

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

2020

Revenue$25,063
Expenses$17,832
Net Income$7,231
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 3, 2021
Return Version
2019v5.1
Gross Receipts
$38,649
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.$12,642$16,191
Community/volunteer involvement & recognitionincluding golden acorn, outstanding educator,staff/volunteer appreciation, and staff workshops$750$1,641
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chad CarleCo-President-$0--
Angela ArnettCo-President-$0--
Cristi WikstromCo-Vice President-$0--
Zuka HaarbergCo-Vice President-$0--
Mary-Margaret BakerSecretary-$0--
Shannon KesslerTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall fundraiser$33,801$33,801$13,586$20,215
Total Events$33,801$33,801$13,586$20,215
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
2021-05-03
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, 12642.

Form 990EZ, Part I, Line 10

Other; Membership fees; : , , , ; , 750.

Form 990EZ, Part I, Line 16

Bank fees 48.

Form 990EZ, Part I, Line 16

Battle of the books 220.

Form 990EZ, Part I, Line 16

Tax preparation 450.

Form 990EZ, Part I, Line 16

Golden acorn/Outstanding ed 325.

Form 990EZ, Part I, Line 16

Honor roll recognition 287.

Form 990EZ, Part I, Line 16

Hospitality 67.

Form 990EZ, Part I, Line 16

Insurance 300.

Form 990EZ, Part I, Line 16

Parent student visitation events 69.

Form 990EZ, Part I, Line 16

Software 287.

Form 990EZ, Part I, Line 16

Spirit sales 1887.

Form 990EZ, Part I, Line 16

Staff appreciation 310.

Form 990EZ, Part I, Line 16

Volunteer appreciation 190.

Raw XML Appendix215 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03603133700
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03000 NW 119th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098685
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt018597
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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/PersonNm0Chad Carle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angela Arnett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cristi Wikstrom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Zuka Haarberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mary-Margaret Baker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Shannon Kessler
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/OtherExpensesTotalAmt04440
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support the education, health, and welfare of all children and youth
IRS990EZ/ProgramServiceRevenueAmt03388
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student support/enrichment/education including 6thgrade welcome, 8th grade celebration, honor rollrecognition, president's discretionary fund, etc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Community/volunteer involvement & recognitionincluding golden acorn, outstanding educator,staff/volunteer appreciation, and staff workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012642
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016191
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11641
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013586
IRS990EZ/SpecialEventsNetIncomeLossAmt020215
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017832
IRS990EZ/TotalProgramServiceExpensesAmt017832
IRS990EZ/TotalRevenueAmt025063
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02302
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03642
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05557
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020779
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt071
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt037189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037448
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt041603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0196691
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt071
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0217470
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038633
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt039750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042628
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049299
IRS990ScheduleA/Total509Grp/TotalAmt0217470
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0217541
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013586
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fall fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033801
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt020215
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013586
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student development; Funds for classes; Thomas Jefferson Middle School: 3000 NW 119th Street, Vancouver, WA, 98685; NONE, 12642.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other; Membership fees; : , , , ; , 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank fees 48.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Battle of the books 220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Tax preparation 450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Golden acorn/Outstanding ed 325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Honor roll recognition 287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Hospitality 67.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Parent student visitation events 69.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Software 287.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Spirit sales 1887.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Staff appreciation 310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Volunteer appreciation 190.
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
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristen Sjogren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03603133700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
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/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/ReturnTs02021-05-04T11:37:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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