Civic Intelligence

Jefferson Elementary PTA of Everett

990EZ • Fiscal year 2018 • EIN 91-1118972

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 26, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

33rd percentile

-3.5%

Higher net margin than 33% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-8.1%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$28,155

Down $2,465 (-8.1%) from 2017

Net Assets

Down

$28,155

Down $2,465 (-8.1%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$69,461

Up $9,167 (+15%) from 2017

Expenses

Up

$71,926

Up $15,527 (+28%) from 2017

Net Income

Down

-$2,465

Down $6,360 (-163%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$28,155
Liabilities-
Net Assets$28,155

Operations Trend

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

2018

Revenue$69,461
Expenses$71,926
Net Income-$2,465
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 26, 2018
Return Version
2017v2.3
Gross Receipts
$98,945
Mission and Program Overview

Mission

Public school pta organization

Program Services

DescriptionGrantsExpenses
FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE, SPRING CARNIVAL, TEACHER APPRECIATION AND GRANTS < 5,000 EA$14,217$56,438
THE ORGANIZATION RAISED FUNDS FOR ALL 5TH GRADERS TO ATTEND 5TH GRADE CAMP AT A SIGNIFICANTLY REDUCED RATE.-$13,473
THE ORGANIZATION HOSTED SEVERAL BOOK FAIRS DURING THE YEAR WHICH BENEFITED ALL STUDENTS (APPROX. 550 STUDENTS)-$10,746
THE ORGANIZATION HELD A HOLIDAY STORE FOR APPROX. 550 STUDENTS TO ALLOW THEM TO PURCHASE SMALL GIFTS AND OTHER ITEMS DURING THE HOLIDAY SEASON-$5,486
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOLYNN GARRETTPresident-$0--
ANGELA DORNVice Preside-$0--
NICOLE KEITHTreasurer-$0--
KRISTEN EKESecretary-$0--
KATHERINE SANTOSVP Of Volunt-$0--
TRISHA MILICHVP Of Commun-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$31,577$31,577$16,747$14,830
Fall Fundraiser$22,812$22,812$5,067$17,745
Total Events$54,389$54,389$21,814$32,575
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
Trisha Milich
Title
Treasurer
Phone
4253857400
Signed
2018-12-26
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 773 5th grade camp 13,473 book fair 10,746 holiday store 5,486 other program expenses 39,145 total 69,623

Form 990-ez, Part III, Line 31

Family fun night, movie night, popcorn wednesdays, student store, spring carnival, teacher appreciation and grants < 5,000 ea

Raw XML Appendix166 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/PersonNm0TRISHA MILICH
IRS990EZ/BooksInCareOfDetail/PhoneNum04253857400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02500 CADET WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVERETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030620
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028155
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06399
IRS990EZ/CostOfGoodsSoldAmt04208
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2465
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030620
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028155
IRS990EZ/FundraisingGrossIncomeAmt056936
IRS990EZ/GamingGrossIncomeAmt0547
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0207
IRS990EZ/GrossReceiptsAmt098945
IRS990EZ/GrossSalesOfInventoryAmt04415
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01008
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt030620
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028155
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt030620
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028155
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOLYNN GARRETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELA DORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE KEITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN EKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHERINE SANTOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRISHA MILICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF VOLUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF COMMUN
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069623
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt02303
IRS990EZ/ProgramServiceRevenueAmt029640
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, SPRING CARNIVAL, TEACHER APPRECIATION AND GRANTS < 5,000 EA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014217
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013473
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110746
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25486
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt356438
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025276
IRS990EZ/SpecialEventsNetIncomeLossAmt032207
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt071926
IRS990EZ/TotalProgramServiceExpensesAmt086143
IRS990EZ/TotalRevenueAmt069461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0JEFFERSONPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt092546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt070255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0162801
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0170687
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt071742
IRS990ScheduleA/Total509Grp/TotalAmt0170687
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0170687
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021814
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054389
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt054389
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032575
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021814
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016747
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05067
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 773 5TH GRADE CAMP 13,473 BOOK FAIR 10,746 HOLIDAY STORE 5,486 OTHER PROGRAM EXPENSES 39,145 TOTAL 69,623
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE, SPRING CARNIVAL, TEACHER APPRECIATION AND GRANTS < 5,000 EA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA MILICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04253857400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-26
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/AtSubmissionCreationDeviceId0D4D8F0162B82F193337E390F5FB152629C6AF122
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId070157BADE97F46045A83D5FC0979C0E36EAF2F7E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02018-12-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:49:53
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/PreparationDt02018-12-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY KOPRA CPA
ReturnHeader/ReturnTs02018-12-26T13:49:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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