Civic Intelligence

Jefferson Elementary PTA of Everett

990EZ • Fiscal year 2021 • EIN 91-1118972

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 10, 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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

6th percentile

-136%

Higher net margin than 6% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-41%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-80%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$27,267

Down $19,297 (-41%) from 2020

Net Assets

Down

$27,267

Down $19,297 (-41%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$14,184

Down $58,073 (-80%) from 2020

Expenses

Down

$33,459

Down $29,343 (-47%) from 2020

Net Income

Down

-$19,275

Down $28,730 (-304%) from 2020

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

2021

Assets$27,267
Liabilities-
Net Assets$27,267

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

2021

Revenue$14,184
Expenses$33,459
Net Income-$19,275
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 10, 2021
Return Version
2020v4.0
Gross Receipts
$25,021
Mission and Program Overview

Mission

Public school pta organization

Program Services

DescriptionGrantsExpenses
STEM NIGHT, HOLIDAY BASKETS, COMMUNITY FOOD BANK, END OF YEAR GOODIE BAGS, TEACHER APPRECIATION AND GRANTS AND CLASSROOM GRANTS < 5,000 EA-$21,413
THE ORGANIZATION PROVIDED YEARBOOKS TO ALL STUDENTS WITHOUT CHARGING DUE TO COVID-19 REMOTE LEARNING YEAR.-$7,096
THE ORGANIZATION SPENT FUNDS FOR UNREALIZED 5TH GRADE CAMP-$3,525
THE ORGANIZATION FUNDED A MAD SCIENCE ASSEMBLY FOR STUDENTS WHICH INCLUDED SUPPLIES FOR STUDENTS TO CONDUCT EXPERIMENTS AT HOME-$1,425
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON DIAMANTIPresidentPT$0--
JOANNA PEELERSecretary-$0--
MONIQUE WEBBERVice Preside-$0--
MARY SILVAVice Preside-$0--
SARAH HARTWELLTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$19,651$10,104$10,104$0
Total Events$19,651$10,104$10,104-
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
Sarah Hartwell
Title
Treasurer
Phone
4253857400
Signed
2021-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Holly Kopra CPA Pllc
Address
3120 HEWITT AVENUE SUITE 200, EVERETT, WA 98201
Preparer
Holly Kopra CPA
Phone
4253535086
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

NATIONAL DUES 731

Form 990-ez, Part I, Line 16

Expenses information technology 403 conferences/meetings 386 insurance 1,230 yearbook - no sales 7,096 5th grade camp 3,525 assemblies 1,425 other program expenses 16,889 total 30,954

Form 990-ez, Part III, Line 31

Stem night, holiday baskets, community food bank, end of year goodie bags, teacher appreciation and grants and classroom grants < 5,000 ea

Raw XML Appendix165 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0JASON DIAMANTI
CompensationExplanation/CompensationExplanationGrp/PersonNm1JOANNA PEELER
CompensationExplanation/CompensationExplanationGrp/PersonNm2MONIQUE WEBBER
CompensationExplanation/CompensationExplanationGrp/PersonNm3MARY SILVA
CompensationExplanation/CompensationExplanationGrp/PersonNm4SARAH HARTWELL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SARAH HARTWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum04253857400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02500 CADET WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EVERETT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046542
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013432
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19275
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046542
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027267
IRS990EZ/FundraisingGrossIncomeAmt011160
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0731
IRS990EZ/GrossReceiptsAmt025021
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046542
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046542
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027267
IRS990EZ/OccupancyRentUtltsAndMaintAmt01610
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JASON DIAMANTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNA PEELER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONIQUE WEBBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY SILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH HARTWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030954
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC SCHOOL PTA ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt0164
IRS990EZ/ProgramServiceRevenueAmt0429
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDED YEARBOOKS TO ALL STUDENTS WITHOUT CHARGING DUE TO COVID-19 REMOTE LEARNING YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION SPENT FUNDS FOR UNREALIZED 5TH GRADE CAMP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ORGANIZATION FUNDED A MAD SCIENCE ASSEMBLY FOR STUDENTS WHICH INCLUDED SUPPLIES FOR STUDENTS TO CONDUCT EXPERIMENTS AT HOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3STEM NIGHT, HOLIDAY BASKETS, COMMUNITY FOOD BANK, END OF YEAR GOODIE BAGS, TEACHER APPRECIATION AND GRANTS AND CLASSROOM GRANTS < 5,000 EA
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07096
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13525
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21425
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt321413
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010837
IRS990EZ/SpecialEventsNetIncomeLossAmt0323
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033459
IRS990EZ/TotalProgramServiceExpensesAmt033459
IRS990EZ/TotalRevenueAmt014184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0JEFFERSONPTA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012019
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt033337
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011589
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt092546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt070255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0256550
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0289887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt025021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt094179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071742
IRS990ScheduleA/Total509Grp/TotalAmt0289887
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt025021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt098945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071742
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289887
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt09547
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09547
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010104
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUN RUN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010104
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010104
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL DUES 731
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 403 CONFERENCES/MEETINGS 386 INSURANCE 1,230 YEARBOOK - NO SALES 7,096 5TH GRADE CAMP 3,525 ASSEMBLIES 1,425 OTHER PROGRAM EXPENSES 16,889 TOTAL 30,954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEM NIGHT, HOLIDAY BASKETS, COMMUNITY FOOD BANK, END OF YEAR GOODIE BAGS, TEACHER APPRECIATION AND GRANTS AND CLASSROOM 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/PersonNm0SARAH HARTWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04253857400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-10
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/AddressLine1Txt03120 HEWITT AVENUE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVERETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098201
ReturnHeader/PreparerPersonGrp/PhoneNum04253535086
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY KOPRA CPA
ReturnHeader/ReturnTs02021-12-10T13:31:57-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTWELL
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2021Detailed filing. Detailed filing data is available for this year.$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