Civic Intelligence

West Jefferson Elementary PTA

990EZ • Fiscal year 2016 • EIN 84-6047971

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 01, 2016

26501 Barkley RoadConifer, CO 80433

(303) 982-2950

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

72%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$25,003

Up $10,470 (+72%) from 2015

Net Assets

Up

$18,226

Up $9,126 (+100%) from 2015

Liabilities

Up

$6,777

Up $1,344 (+25%) from 2015

Revenue

Up

$15,089

Up $1,737 (+13%) from 2015

Expenses

Down

$5,963

Down $7,960 (-57%) from 2015

Net Income

Up

$9,126

Up $9,697 (+1698%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$25,003
Liabilities$6,777
Net Assets$18,226

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$15,089
Expenses$5,963
Net Income$9,126
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 1, 2016
Return Version
2015v2.0
Gross Receipts
$32,017
Mission and Program Overview

Mission

Advocacy of Children at West Jefferson Elementary School

Program Services

DescriptionGrantsExpenses
Student Enrichment & Support$2,378-
School & Classroom support$813-
Artist in Residence, Reflections, Science Fair, Red Ribbon Week, Race to Read, Spelling Bee, Math Olympics$490-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah LyonsPresidentPT$0--
Heather SweglePresidentPT$0--
Kelli SilvernaleVice PresidentPT$0--
Kimberly SciolaSecretaryPT$0--
Michelle NittaTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction & Sock Hop$8,471$8,471$1,451$7,020
Holiday Store$7,734$7,734$6,438$1,296
Total Events$16,205$16,205$7,889$8,316
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
Sarah Lyons
Title
President
Signed
2016-08-01
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.1012

Insurance $195

Other Expenses.1

Student enrichment $2868

Other Expenses.2

School & Classroom support $813

Other Expenses.3

Staff appreciation $775

Other Expenses.5

Beautification $438

Other Expenses.6

Operating expenses $294

Other Expenses.7

Volunteer Awards $50

Other Expenses.8

bank fees $23

Other Expenses.9

Meetings/coffees $13

Other Assets.1

Student Leadership - Beginning $2511 Student Leadership - Ending $3275

Other Assets.2

King Soopers Cards - Beginning $0 King Soopers Cards - Ending $158

Total Liabilities.1

School Store - Beginning $5433 School Store - Ending $6777

Raw XML Appendix186 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/OperateHospitalInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student enrichment $2868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2School & Classroom support $813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff appreciation $775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Beautification $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operating expenses $294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Volunteer Awards $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7bank fees $23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meetings/coffees $13
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Student Leadership - Beginning $2511 Student Leadership - Ending $3275
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10King Soopers Cards - Beginning $0 King Soopers Cards - Ending $158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11School Store - Beginning $5433 School Store - Ending $6777
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Lyons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-01
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/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/ReturnTs02016-08-01T04:04:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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