Civic Intelligence

West Jefferson Elementary PTA

990EZ • Fiscal year 2019 • EIN 84-6047971

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

Organization Profilewww.wjepta.org
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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

57th percentile

6.3%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-63%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$26,462

Up $1,566 (+6.3%) from 2018

Net Assets

Up

$26,462

Up $1,566 (+6.3%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Down

$5,969

Down $10,044 (-63%) from 2018

Expenses

Down

$4,403

Down $4,285 (-49%) from 2018

Net Income

Down

$1,566

Down $5,759 (-79%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2019

Assets$26,462
Liabilities-
Net Assets$26,462
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

2019

Revenue$5,969
Expenses$4,403
Net Income$1,566
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$20,975
Mission and Program Overview

Mission

Advocacy of Children at West Jefferson Elementary School

Program Services

DescriptionGrantsExpenses
Science Fair, Elf Shop, Yearbook$7,398-
Student Enrichment & Support$3,938-
School & Classroom support--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Malena BoydPresidentPT$0--
Wendy WoodlandVice PresidentPT$0--
Kim PetauSecretaryPT$0--
Kelly BeaulieuTreasurerPT$0--
Danara JohnsonPresidentPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Store (Elf Shop)$7,972$7,972$6,232$1,740
Total Events$7,972$7,972$6,232$1,740
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
2020-05-15
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 $215”

Other Expenses.1

“Staff Aprreciation $1009”

Other Expenses.2

“From Prev Year $932”

Other Expenses.3

“Background Checks $597”

Other Expenses.4

“Licensing/Registration $468”

Other Expenses.5

“Teacher Reimbursement $410”

Other Expenses.6

“General Meeting Expenses $216”

Other Expenses.7

“5th Grade Continuation $179”

Other Expenses.8

“Kindergarten Promotion $93”

Other Expenses.9

“Bank Fees $84”

Raw XML Appendix178 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/PersonNm0Kelly Beaulieu
IRS990EZ/BooksInCareOfDetail/PhoneNum02547448090
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Conifer
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024896
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026462
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0459
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01566
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024896
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IRS990EZ/FundraisingGrossIncomeAmt020506
IRS990EZ/GrossReceiptsAmt020975
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum09065
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024896
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026462
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026462
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Malena Boyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Wendy Woodland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Petau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Beaulieu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Danara Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04203
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocacy of Children at West Jefferson Elementary School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Science Fair, Elf Shop, Yearbook
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Student Enrichment & Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School & Classroom support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07398
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13938
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015006
IRS990EZ/SpecialEventsNetIncomeLossAmt05500
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04403
IRS990EZ/TotalProgramServiceExpensesAmt011336
IRS990EZ/TotalRevenueAmt05969
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.wjepta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01877
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01618
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08406
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/PublicSupportTotal509Amt08406
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01618
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0953
IRS990ScheduleA/Total509Grp/TotalAmt08406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01877
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01618
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0953
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08406
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06232
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Holiday Store (Elf Shop)
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt07972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07972
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01740
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06232
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Staff Aprreciation $1009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2From Prev Year $932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Background Checks $597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Licensing/Registration $468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Teacher Reimbursement $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6General Meeting Expenses $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt75th Grade Continuation $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Kindergarten Promotion $93
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees $84
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Beaulieu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/ReturnTs02020-05-15T06:19:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,462
Liabilities
-
Net assets
$26,462
Revenue
$5,969
Expenses
$4,403
Net income
$1,566
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