Civic Intelligence

West Jefferson Elementary PTA

990EZ • Fiscal year 2017 • EIN 84-6047971

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 07, 2017

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

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

0.48x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

-7.2%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$20,460

Down $4,543 (-18%) from 2016

Net Assets

Down

$13,683

Down $4,543 (-25%) from 2016

Liabilities

Flat

$6,777

Flat from 2016

Revenue

Down

$14,008

Down $1,081 (-7.2%) from 2016

Expenses

Up

$18,551

Up $12,588 (+211%) from 2016

Net Income

Down

-$4,543

Down $13,669 (-150%) from 2016

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

2017

Assets$20,460
Liabilities$6,777
Net Assets$13,683

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

2017

Revenue$14,008
Expenses$18,551
Net Income-$4,543
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$26,670
Mission and Program Overview

Mission

Advocacy of Children at West Jefferson Elementary School

Program Services

DescriptionGrantsExpenses
School & Classroom support$13,247-
Student Enrichment & Support$2,164-
Artist in Residence, Reflections, Science Fair, Red Ribbon Week, Race to Read, Spelling Bee, Math Olympics--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Malena BoydPresidentPT$0--
Missy WinefeldtVice PresidentPT$0--
Tara RichardSecretaryPT$0--
Becky BarnesTreasurerPT$0--
Chris OlsenMembershipPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Store$7,452$7,452$5,168$2,284
Total Events$7,452$7,452$5,168$2,284
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
Becky Barnes
Title
Treasurer
Signed
2017-09-07
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

School & Classroom Support $13247

Other Expenses.2

Student Enrichment & Support $2164

Other Expenses.4

Staff Appreciation $562

Other Expenses.5

PTA Operating Expense 2 $467

Other Expenses.6

PTA State Convention $250

Other Expenses.7

PTA Operating Expense 1 $150

Other Expenses.8

Beautification $145

Other Expenses.9

Bank Fees $63

Other Expenses.11

Other $3

Other Assets.1

Student Leadership - Beginning $3275 Student Leadership - Ending $3048

Other Assets.2

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

Total Liabilities.1

School Store - Beginning $6777 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/PrintingPublicationsPostageAmt01305
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $195
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1School & Classroom Support $13247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Student Enrichment & Support $2164
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Staff Appreciation $562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PTA Operating Expense 2 $467
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PTA State Convention $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PTA Operating Expense 1 $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Beautification $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Other $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Student Leadership - Beginning $3275 Student Leadership - Ending $3048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11King Soopers Cards - Beginning $158 King Soopers Cards - Ending $0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
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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/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Becky Barnes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-07
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/ReturnTs02017-09-07T07:24:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings