Civic Intelligence

Jefferson Elementary PTA of Everett

990EZ • Fiscal year 2020 • EIN 91-1118972

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 05, 2021

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

13%

Higher net margin than 61% of similar nonprofits.

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

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.

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

Asset Growth

70th percentile

25%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

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

Assets

Up

$46,564

Up $9,455 (+25%) from 2019

Net Assets

$46,564

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$72,257

Up $10,337 (+17%) from 2019

Expenses

Up

$62,802

Up $9,836 (+19%) from 2019

Net Income

Up

$9,455

Up $501 (+5.6%) from 2019

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

2020

Assets$46,564
Liabilities-
Net Assets$46,564

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

2020

Revenue$72,257
Expenses$62,802
Net Income$9,455
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 5, 2021
Return Version
2019v5.0
Gross Receipts
$106,208
Mission and Program Overview

Mission

Public school pta organization

Program Services

DescriptionGrantsExpenses
FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE, SPRING CARNIVAL, HOLIDAY BASKETS, TALENT SHOW, TEACHER APPRECIATION AND GRANTS < 5,000 EA-$47,452
THE ORGANIZATION RAISED FUNDS FOR ALL 5TH GRADERS TO ATTEND 5TH GRADE CAMP AT A SIGNIFICANTLY REDUCED RATE.-$9,646
THE ORGANIZATION HOSTED SEVERAL BOOK FAIRS DURING THE YEAR WHICH BENEFITED ALL STUDENTS (APPROX. 550 STUDENTS)-$3,595
THE ORGANIZATION HELD A HOLIDAY STORE FOR APPROX. 550 STUDENTS TO ALLOW THEM TO PURCHASE SMALL GIFTS AND OTHER ITEMS DURING THE HOLIDAY SEASON-$2,109
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA OSBORNEPresident-$0--
STASHIA WILLIAMSVice Preside-$0--
TRISHA MILICHTreasurer-$0--
HOLLY RYANSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$41,447$41,447$20,287$21,160
Fall Fundraiser$16,368$16,368$7,177$9,191
Total Events$57,815$57,815$27,464$30,351
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
2021-02-05
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 10

NATIONAL DUES 1,707

Form 990-ez, Part I, Line 16

Expenses information technology 176 355 insurance 1,358 5th grade camp 9,646 book fair 3,595 holiday store 2,109 other program expenses 37,963 math program subscription 4,300 total 59,502

Form 990-ez, Part III, Line 31

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

Raw XML Appendix162 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/PersonNm0TRISHA MILICH
IRS990EZ/BooksInCareOfDetail/PhoneNum04253857400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02500 CADET WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVERETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098203
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STASHIA WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRISHA MILICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY RYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059502
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0170
IRS990EZ/ProgramServiceRevenueAmt035175
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, HOLIDAY BASKETS, TALENT SHOW, TEACHER APPRECIATION AND GRANTS < 5,000 EA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09646
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13595
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22109
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt347452
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt029222
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062802
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IRS990EZ/TotalRevenueAmt072257
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0JEFFERSONPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01487
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FALL FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041447
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020287
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL DUES 1,707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 176 355 INSURANCE 1,358 5TH GRADE CAMP 9,646 BOOK FAIR 3,595 HOLIDAY STORE 2,109 OTHER PROGRAM EXPENSES 37,963 MATH PROGRAM SUBSCRIPTION 4,300 TOTAL 59,502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FAMILY FUN NIGHT, MOVIE NIGHT, POPCORN WEDNESDAYS, STUDENT STORE, SPRING CARNIVAL, HOLIDAY BASKETS, TALENT SHOW, TEACHER APPRECIATION AND GRANTS < 5,000 EA
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISHA MILICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04253857400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
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/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/PreparationDt02021-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY KOPRA CPA
ReturnHeader/ReturnTs02021-02-16T14:33:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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
2020Detailed filing. Detailed filing data is available for this year.$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