Civic Intelligence

Jefferson Elementary PTA of Everett

990EZ • Fiscal year 2017 • EIN 91-1118972

Jul 01, 2016 to Jun 30, 2017 • Filed on May 31, 2018

Organization ProfileJEFFERSONPTA.ORG
2500 Cadet WayEverett, WA 98208

(425) 385-7400

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

57th percentile

6.5%

Higher net margin than 57% 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

87th percentile

64%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

58th percentile

6.6%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,620

Up $19,213 (+168%) from 2015

Net Assets

$30,620

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin57th percentile

Revenue

Up

$60,294

Up $7,239 (+14%) from 2015

Expenses

Up

$56,399

Up $14,751 (+35%) from 2015

Net Income

Down

$3,895

Down $7,512 (-66%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$60K$40K$20K$0Assets 2011: $49,810Liabilities 2011: $02011Assets 2012: $16,931Liabilities 2012: $02012Assets 2013: $10,322Liabilities 2013: $02013Assets 2014: $18,499Liabilities 2014: $02014Assets 2015: $11,407Liabilities 2015: $02015Assets 2017: $30,620Net Assets 2017: $30,6202017Assets 2018: $28,155Net Assets 2018: $28,1552018Assets 2019: $37,109Liabilities 2019: $02019Assets 2020: $46,564Net Assets 2020: $46,5642020Assets 2021: $27,267Net Assets 2021: $27,2672021Assets 2022: $30,767Liabilities 2022: $0Net Assets 2022: $30,7672022Assets 2023: $36,347Liabilities 2023: $0Net Assets 2023: $36,3472023Assets 2024: $45,584Liabilities 2024: $02024Assets 2025: $58,255Net Assets 2025: $58,2552025

Highlighted filing

2017

Assets$30,620
Liabilities-
Net Assets$30,620
Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $28,409Expenses 2011: $16,472Net Income 2011: $11,9372011Revenue 2012: $40,445Expenses 2012: $43,454Net Income 2012: -$3,0092012Revenue 2013: $39,449Expenses 2013: $29,127Net Income 2013: $10,3222013Revenue 2014: $12,218Expenses 2014: $20,363Net Income 2014: -$8,1452014Revenue 2015: $53,055Expenses 2015: $41,648Net Income 2015: $11,4072015Revenue 2017: $60,294Expenses 2017: $56,399Net Income 2017: $3,8952017Revenue 2018: $69,461Expenses 2018: $71,926Net Income 2018: -$2,4652018Revenue 2019: $61,920Expenses 2019: $52,966Net Income 2019: $8,9542019Revenue 2020: $72,257Expenses 2020: $62,802Net Income 2020: $9,4552020Revenue 2021: $14,184Expenses 2021: $33,459Net Income 2021: -$19,2752021Revenue 2022: $37,360Expenses 2022: $33,860Net Income 2022: $3,5002022Revenue 2023: $51,725Expenses 2023: $46,146Net Income 2023: $5,5792023Revenue 2024: $65,974Expenses 2024: $56,741Net Income 2024: $9,2332024Revenue 2025: $65,669Expenses 2025: $52,998Net Income 2025: $12,6712025

Highlighted filing

2017

Revenue$60,294
Expenses$56,399
Net Income$3,895
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 31, 2018
Return Version
2016v3.1
Gross Receipts
$71,742
Mission and Program Overview

Mission

Public school pta organization

Program Services

DescriptionGrantsExpenses
FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE AND YEARB OOKS,-$22,508
THE ORGANIZATION RAISED FUNDS FOR ALL 5TH GRADERS TO ATTEND 5TH GRADE CAMP AT A SIGNIFICANTLY REDUCED RATE.-$16,416
THE ORGANIZATION HOSTED SEVERAL BOOK FAIRS DURING THE YEAR WHICH BENEFITED ALL STUDENTS (APPROX. 550 STUDENTS)-$12,129
THE ORGANIZATION HELD A HOLIDAY STORE FOR APPROX. 550 STUDENTS TO ALLOW THEM TO PURCHASE SMALL GIFTS AND OTHER ITEMS DURING THE HOLIDAY SEASON-$5,346
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOLYNN GARRETTPresident-$0--
TERESA VEGGINVice Preside-$0--
NICOLE KEITHTreasurer-$0--
KRISTEN EKESecretary-$0--
HEIDI BARKERVP Of Volunt-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$27,797$27,797$10,812$16,985
Total Events$27,797$27,797$10,812$16,985
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary Pta of Everett
EIN
91-1118972
Phone
4253857400
Address
2500 CADET WAY, EVERETT, WA 98208

Signing Officer

Name
Nicole Keith
Title
Treasurer
Phone
4253857400
Signed
2018-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Holly Kopra CPA Pllc
Address
12138 MUKILTEO SPEEDWAY M203, MUKILTEO, WA 98275-5715
Preparer
Holly Kopra
Phone
4253535086
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 103 insurance 627 5th grade camp 16,416 book fair 12,129 holiday store 5,346 other program expenses 20,637 total 55,258”

Form 990-ez, Part I, Line 20

“Prior year adjustment 17,190 prior year return included only the current year excess on part ii balance sheet line 22b, adjustment of 17,190 adjusts to cash in bank at beginning of year and net assets as of 6/30/15”

Form 990-ez, Part III, Line 31

“Family fun night, movie night, popcorn wednesdays, student store and yearb ooks,”

Raw XML Appendix151 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NICOLE KEITH
IRS990EZ/BooksInCareOfDetail/PhoneNum04253857400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0JEFFERSON ELEMENTARY PTA OF EVERETT
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt02500 CADET WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVERETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09535
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030620
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01487
IRS990EZ/CostOfGoodsSoldAmt0196
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03895
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09535
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030620
IRS990EZ/FundraisingGrossIncomeAmt027797
IRS990EZ/GamingGrossIncomeAmt0692
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-36
IRS990EZ/GrossReceiptsAmt071742
IRS990EZ/GrossSalesOfInventoryAmt0160
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01488
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09535
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030620
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09535
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030620
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOLYNN GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TERESA VEGGIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE KEITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN EKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEIDI BARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF VOLUNT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt017190
IRS990EZ/OtherExpensesTotalAmt055258
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01141
IRS990EZ/ProgramServiceRevenueAmt040118
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION RAISED FUNDS FOR ALL 5TH GRADERS TO ATTEND 5TH GRADE CAMP AT A SIGNIFICANTLY REDUCED RATE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION HOSTED SEVERAL BOOK FAIRS DURING THE YEAR WHICH BENEFITED ALL STUDENTS (APPROX. 550 STUDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION HELD A HOLIDAY STORE FOR APPROX. 550 STUDENTS TO ALLOW THEM TO PURCHASE SMALL GIFTS AND OTHER ITEMS DURING THE HOLIDAY SEASON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE AND YEARB OOKS,
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016416
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112129
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25346
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt322508
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011252
IRS990EZ/SpecialEventsNetIncomeLossAmt017237
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt056399
IRS990EZ/TotalProgramServiceExpensesAmt056399
IRS990EZ/TotalRevenueAmt060294
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0JEFFERSONPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt070255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt070255
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt071742
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071742
IRS990ScheduleA/Total509Grp/TotalAmt071742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071742
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010812
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt027797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027797
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016985
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010812
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010812
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 103 INSURANCE 627 5TH GRADE CAMP 16,416 BOOK FAIR 12,129 HOLIDAY STORE 5,346 OTHER PROGRAM EXPENSES 20,637 TOTAL 55,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMENT 17,190 PRIOR YEAR RETURN INCLUDED ONLY THE CURRENT YEAR EXCESS ON PART II BALANCE SHEET LINE 22B, ADJUSTMENT OF 17,190 ADJUSTS TO CASH IN BANK AT BEGINNING OF YEAR AND NET ASSETS AS OF 6/30/15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE AND YEARB OOKS,
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE KEITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04253857400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY PTA OF EVERETT
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0911118972
ReturnHeader/Filer/PhoneNum04253857400
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 CADET WAY
ReturnHeader/Filer/USAddress/CityNm0EVERETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098208
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId073A4B2E34B43762F1290BF161F73FD64CA6F8B4A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07D370E325CECDDEED20EF182438AD1224EA9C399
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461390461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLLY KOPRA CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012138 MUKILTEO SPEEDWAY M203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUKILTEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982755715
ReturnHeader/PreparerPersonGrp/PhoneNum04253535086
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY KOPRA
ReturnHeader/ReturnTs02018-06-01T13:37:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,620
Liabilities
-
Net assets
$30,620
Revenue
$60,294
Expenses
$56,399
Net income
$3,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.3$58.3$65.7$53.0$12.7
2024Summary only. Only limited summary data is available for this year.$45.6$0.00$66.0$56.7$9.23
2023Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$51.7$46.1$5.58
2022Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$37.4$33.9$3.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$27.3$14.2$33.5$19.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$46.6$72.3$62.8$9.46
2019Summary only. Only limited summary data is available for this year.$37.1$0.00$61.9$53.0$8.95
2018Detailed filing. Detailed filing data is available for this year.$28.2$28.2$69.5$71.9$2.47
2017Detailed filing. Detailed filing data is available for this year.$30.6$30.6$60.3$56.4$3.90
2015Summary only. Only limited summary data is available for this year.$11.4$0.00$53.1$41.6$11.4
2014Summary only. Only limited summary data is available for this year.$18.5$0.00$12.2$20.4$8.15
2013Summary only. Only limited summary data is available for this year.$10.3$0.00$39.4$29.1$10.3
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$40.4$43.5$3.01
2011Summary only. Only limited summary data is available for this year.$49.8$0.00$28.4$16.5$11.9