Civic Intelligence

West Jefferson Elementary PTA

990EZ • Fiscal year 2020 • EIN 84-6047971

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 11, 2020

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

74th percentile

31%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

95th percentile

132%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Up

$34,773

Up $8,311 (+31%) from 2019

Net Assets

Up

$34,773

Up $8,311 (+31%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$13,832

Up $7,863 (+132%) from 2019

Expenses

Up

$5,521

Up $1,118 (+25%) from 2019

Net Income

Up

$8,311

Up $6,745 (+431%) from 2019

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

2020

Assets$34,773
Liabilities-
Net Assets$34,773

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

2020

Revenue$13,832
Expenses$5,521
Net Income$8,311
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$27,403
Mission and Program Overview

Mission

Advocacy of Children at West Jefferson Elementary School

Program Services

DescriptionGrantsExpenses
Science Fair, Elf Shop, Yearbook$6,513-
Student Enrichment & Support$2,503-
School & Classroom support$306-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris OlsonPresidentPT$0--
Jaime DavisVice PresidentPT$0--
Kim PetauSecretaryPT$0--
Kelly BeaulieuTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$9,128$9,128$2,541$6,587
Holiday Store (Elf Shop)$7,220$7,220$5,155$2,065
Total Events$16,348$16,348$7,696$8,652
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
Treasurer
Signed
2020-11-11
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 $386

Other Expenses.1012

Insurance $215

Other Expenses.1

Staff Appreciation $2503

Other Expenses.2

Member Dues Expense $618

Other Expenses.3

Licensing/Registration $459

Other Expenses.4

Science Fair expense $362

Other Expenses.5

5th Grade Continuation $232

Other Expenses.6

Race to read $200

Other Expenses.7

Credit Card Processing Fees $191

Other Expenses.8

General Meeting Expenses $128

Other Expenses.9

School lock in expense $76

Other Expenses.10

Bank Fees $57

Other Expenses.11

Meet the teacher $52

Other Expenses.12

Kindergarten Promotion $22

Other Expenses.13

School donation $20

Raw XML Appendix189 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $215
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Fees $57
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Beaulieu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
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/ReturnTs02020-11-11T15:24:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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