Civic Intelligence

West Jefferson Elementary PTA

EIN 84-6047971 • 501(c)3 • Conifer, CO

Profile

Advocacy of Children at West Jefferson Elementary School

26501 Barkley RoadConifer, CO 80433

www.wjepta.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

4th percentile

-449%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-32%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-27%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,013

Down $7,691 (-32%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$1,712

Down $641 (-27%) from 2022

Expenses

Up

$9,403

Up $3,319 (+55%) from 2022

Net Income

Down

-$7,691

Down $3,960 (-106%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2012: $10,942Liabilities 2012: $3,1962012Assets 2013: $8,648Liabilities 2013: $3,6082013Assets 2014: $13,915Liabilities 2014: $4,2442014Assets 2015: $14,533Liabilities 2015: $5,433Net Assets 2015: $9,1002015Assets 2016: $25,003Liabilities 2016: $6,777Net Assets 2016: $18,2262016Assets 2017: $20,460Liabilities 2017: $6,777Net Assets 2017: $13,6832017Assets 2018: $24,896Net Assets 2018: $24,8962018Assets 2019: $26,462Net Assets 2019: $26,4622019Assets 2020: $34,773Net Assets 2020: $34,7732020Assets 2021: $27,435Net Assets 2021: $27,4352021Assets 2022: $23,704Net Assets 2022: $23,7042022Assets 2023: $16,013Liabilities 2023: $02023

Highlighted filing

2023

Assets$16,013
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2012: $8,205Expenses 2012: $15,757Net Income 2012: -$7,5522012Revenue 2013: $11,270Expenses 2013: $13,976Net Income 2013: -$2,7062013Revenue 2014: $15,346Expenses 2014: $10,715Net Income 2014: $4,6312014Revenue 2015: $13,352Expenses 2015: $13,923Net Income 2015: -$5712015Revenue 2016: $15,089Expenses 2016: $5,963Net Income 2016: $9,1262016Revenue 2017: $14,008Expenses 2017: $18,551Net Income 2017: -$4,5432017Revenue 2018: $16,013Expenses 2018: $8,688Net Income 2018: $7,3252018Revenue 2019: $5,969Expenses 2019: $4,403Net Income 2019: $1,5662019Revenue 2020: $13,832Expenses 2020: $5,521Net Income 2020: $8,3112020Revenue 2021: $582Expenses 2021: $7,920Net Income 2021: -$7,3382021Revenue 2022: $2,353Expenses 2022: $6,084Net Income 2022: -$3,7312022Revenue 2023: $1,712Expenses 2023: $9,403Net Income 2023: -$7,6912023

Highlighted filing

2023

Revenue$1,712
Expenses$9,403
Net Income-$7,691
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$16,013
Liabilities
$0
Net assets
-
Revenue
$1,712
Expenses
$9,403
Net income
-$7,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$16.0$0.00$1.71$9.40$7.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$23.7$2.35$6.08$3.73
2021Detailed filing. Detailed filing data is available for this year.$27.4$27.4$0.58$7.92$7.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$34.8$13.8$5.52$8.31
2019Detailed filing. Detailed filing data is available for this year.$26.5$26.5$5.97$4.40$1.57
2018Detailed filing. Detailed filing data is available for this year.$24.9$24.9$16.0$8.69$7.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$6.78$13.7$14.0$18.6$4.54
2016Detailed filing. Detailed filing data is available for this year.$25.0$6.78$18.2$15.1$5.96$9.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$5.43$9.10$13.4$13.9$0.57
2014Summary only. Only limited summary data is available for this year.$13.9$4.24$15.3$10.7$4.63
2013Summary only. Only limited summary data is available for this year.$8.65$3.61$11.3$14.0$2.71
2012Summary only. Only limited summary data is available for this year.$10.9$3.20$8.21$15.8$7.55
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 2, 2022
Return Version
2020v4.0
Gross Receipts
$2,503
Mission and Program Overview

Mission

Advocacy of Children at West Jefferson Elementary School

Program Services

DescriptionGrantsExpenses
School & Classroom support$5,598-
Science Fair, Elf Shop, Yearbook etc$3,193-
Student Enrichment & Support$229-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly BeaulieuPresidentPT$0--
Kristen HitnerVice PresidentPT$0--
Jaime DavisSecretaryPT$0--
Kim PetauTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
West Jefferson Elementary PTA
EIN
84-6047971
Phone
3039822950
Address
26501 Barkley Road, Conifer, CO 80433

Signing Officer

Name
Kelly Beaulieu
Title
President
Signed
2022-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Betsy Wilking CPA PC
Address
PO Box 1497, Conifer, CO 80433
Preparer
Elizabeth Wilking CPA
Phone
3036974805
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $169”

Other Expenses.1012

“Insurance $215”

Other Expenses.1

“Teacher appreciation $3715”

Other Expenses.2

“School donation $1882”

Other Expenses.3

“Dues and subscriptions $720”

Other Expenses.4

“Licensing/Registration $469”

Other Expenses.5

“Uncategorized expense $200”

Other Expenses.6

“Meeting expense $159”

Other Expenses.7

“5th Grade Continuation $146”

Other Expenses.8

“Kindergarten Promotion $83”

Other Expenses.9

“Bank Fees $12”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kelly Beaulieu
IRS990EZ/BooksInCareOfDetail/PhoneNum02547448090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026501 Barkley Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Conifer
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0456
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7338
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034773
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027435
IRS990EZ/FundraisingGrossIncomeAmt02047
IRS990EZ/GrossReceiptsAmt02503
IRS990EZ/GroupExemptionNum09065
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034773
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027435
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034773
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027435
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kelly Beaulieu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kristen Hitner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jaime Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim Petau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07770
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy of Children at West Jefferson Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Science Fair, Elf Shop, Yearbook etc
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Enrichment & Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School & Classroom support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03193
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1229
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt25598
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01921
IRS990EZ/SpecialEventsNetIncomeLossAmt0126
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07920
IRS990EZ/TotalProgramServiceExpensesAmt09020
IRS990EZ/TotalRevenueAmt0582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.wjepta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07961
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt07961
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01877
IRS990ScheduleA/Total509Grp/TotalAmt07961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01877
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07961
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher appreciation $3715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3School donation $1882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues and subscriptions $720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licensing/Registration $469
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Uncategorized expense $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meeting expense $159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt85th Grade Continuation $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Kindergarten Promotion $83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Fees $12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Beaulieu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Jefferson Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0846047971
ReturnHeader/Filer/PhoneNum03039822950
ReturnHeader/Filer/USAddress/AddressLine1Txt026501 Barkley Road
ReturnHeader/Filer/USAddress/CityNm0Conifer
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080433
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208316190
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Betsy Wilking CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1497
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Conifer
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080433
ReturnHeader/PreparerPersonGrp/PhoneNum03036974805
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth Wilking CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-02T14:10:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beaulieu
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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