Civic Intelligence

West Jefferson Elementary PTA

990EZ • Fiscal year 2022 • EIN 84-6047971

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 20, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

5th percentile

-159%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-14%

Faster asset growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

304%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$23,704

Down $3,731 (-14%) from 2021

Net Assets

Down

$23,704

Down $3,731 (-14%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Up

$2,353

Up $1,771 (+304%) from 2021

Expenses

Down

$6,084

Down $1,836 (-23%) from 2021

Net Income

Up

-$3,731

Up $3,607 (+49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2022

Assets$23,704
Liabilities-
Net Assets$23,704
Open 2022 Filing

Operations Trend

Revenue Growth94th 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

2022

Revenue$2,353
Expenses$6,084
Net Income-$3,731
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 20, 2023
Return Version
2021v4.1
Gross Receipts
$12,219
Mission and Program Overview

Mission

Advocacy of Children at West Jefferson Elementary School

Program Services

DescriptionGrantsExpenses
Science Fair, Elf Shop, Yearbook-$5,823
School & Classroom support-$1,917
Student Enrichment & Support-$650
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly BeaulieuPresidentPT$0--
Jaime DavisVice PresidentPT$0--
Kim PetauTreasurerPT$0--
Emily MortonSecretaryPT$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
Treasurer
Signed
2023-06-20
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 $1757”

Other Expenses.1012

“Insurance $215”

Other Expenses.1

“Teacher appreciation $1917”

Other Expenses.2

“Dues and subscriptions $650”

Other Expenses.3

“School donation $462”

Other Expenses.4

“Trunk or Treat $311”

Other Expenses.5

“Kindergarten graduation $238”

Other Expenses.6

“Fifth grade continuation $111”

Other Expenses.7

“Childcare - Members $100”

Other Expenses.8

“Bank charges and fees $80”

Other Expenses.9

“Credit Card Processing Fees $66”

Other Expenses.10

“Miscellaneous $27”

Raw XML Appendix173 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/PersonNm0Kim Petau
IRS990EZ/BooksInCareOfDetail/PhoneNum03039822950
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt026501 Barkley Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Conifer
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027435
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0555
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3731
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt027435
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IRS990EZ/FundraisingGrossIncomeAmt011663
IRS990EZ/GrossReceiptsAmt012219
IRS990EZ/GroupExemptionNum09065
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027435
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023704
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/PersonNm1Jaime Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kim Petau
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Emily Morton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05934
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/ProgramServiceExpensesAmt05823
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21917
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09866
IRS990EZ/SpecialEventsNetIncomeLossAmt01797
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06084
IRS990EZ/TotalProgramServiceExpensesAmt08390
IRS990EZ/TotalRevenueAmt02353
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.wjepta.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06183
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/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt06183
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01670
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03111
IRS990ScheduleA/Total509Grp/TotalAmt06183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01670
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03111
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1757
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Teacher appreciation $1917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and subscriptions $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4School donation $462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Trunk or Treat $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Kindergarten graduation $238
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fifth grade continuation $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Childcare - Members $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank charges and fees $80
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit Card Processing Fees $66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $27
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Beaulieu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-20
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/ReturnTs02023-06-20T06:45:38-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kelly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Beaulieu
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,704
Liabilities
-
Net assets
$23,704
Revenue
$2,353
Expenses
$6,084
Net income
-$3,731
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
2022Detailed filing. Detailed filing data is available for this year.$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