Civic Intelligence

Jefferson Elementary PTA of Everett

990EZ • Fiscal year 2023 • EIN 91-1118972

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 16, 2023

2500 Cadet WayEverett, WA 98208

(000) 000-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

72nd percentile

18%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

76th percentile

38%

Faster revenue growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$36,347

Up $5,580 (+18%) from 2022

Net Assets

Up

$36,347

Up $5,580 (+18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$51,725

Up $14,365 (+38%) from 2022

Expenses

Up

$46,146

Up $12,286 (+36%) from 2022

Net Income

Up

$5,579

Up $2,079 (+59%) from 2022

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

2023

Assets$36,347
Liabilities$0
Net Assets$36,347

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

2023

Revenue$51,725
Expenses$46,146
Net Income$5,579
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 16, 2023
Return Version
2022v5.0
Gross Receipts
$87,095
Mission and Program Overview

Mission

Public school pta organization

Program Services

DescriptionGrantsExpenses
The organization hostedsponsored student events for all students including Carnival Field Day Socials Dances Book Vending Machine and back to school events-$25,250
The Organization provided funds for all teachers for classroom supplies and activities-$12,022
The organization helped fund a day camp for all 5th graders to attend-$4,731
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason DiamantiPresident-$0--
Monique WebberVP CommunicationsPT$0--
Sarah HartwellTreasurer-$0--
Anna SchauflerSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
fun run$52,094$28,683$0$28,683
Event 2$0$0$0$0
Total Events$52,094$28,683$0$28,683
Filing and Contact Details

Filer

Filer Name
Jefferson Pta of Everett
EIN
91-1118972
Phone
0000000000
Address
2500 CADET WAY, EVERETT, WA 98208

Signing Officer

Name
Melissa Tsay
Title
Treasurer
Phone
0000000000
Signed
2023-09-16
Supplemental Narrative

Additional Explanations

Schedule O:

Part 1.10: 5th Grade Enrichment Grant ($4,061.66). After School Clubs/Activities Grants ($501.85). Kindergarten Enrichment Grant ($361.18). Principals Grant ($491.38). Special Ed Grants ($441.22). Specialists Enrichment Grant ($3,995.31). Health Room/Nurse Supplies ($383.87). Teacher Grants ($1,785.38). Part 1.16: 5th Grade Celebration ($4,731.27). Staff appreciation ($1,971.13). book vending ($2,380.10). Food Bank ($2,650.14). Parent & Kid Events ($15,519.23).

Raw XML Appendix199 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/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Melissa Tsay
IRS990EZ/BooksInCareOfDetail/PhoneNum04253448752
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03708 99th St SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Everett
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030768
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036347
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01722
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05579
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02140
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt030768
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IRS990EZ/FundraisingGrossIncomeAmt084289
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt012022
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt087095
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01080
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036347
IRS990EZ/OccupancyRentUtltsAndMaintAmt02010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jason Diamanti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Monique Webber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sarah Hartwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Anna Schaufler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027751
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public School PTA Organization
IRS990EZ/PrintingPublicationsPostageAmt02223
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization hostedsponsored student events for all students including Carnival Field Day Socials Dances Book Vending Machine and back to school events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1The Organization provided funds for all teachers for classroom supplies and activities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The organization helped fund a day camp for all 5th graders to attend
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112022
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24731
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035370
IRS990EZ/SpecialEventsNetIncomeLossAmt048919
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046146
IRS990EZ/TotalProgramServiceExpensesAmt042003
IRS990EZ/TotalRevenueAmt051725
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Supported the public school the PTA was attached to
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV-E, line 2a
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02802
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY170Pct00
IRS990ScheduleA/PublicSupportPY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt087092
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt087092
IRS990ScheduleA/Total509Grp/TotalAmt087092
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt087096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087096
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023411
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023411
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0fun run
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052094
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028683
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028683
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1.10: 5th Grade Enrichment Grant ($4,061.66). After School Clubs/Activities Grants ($501.85). Kindergarten Enrichment Grant ($361.18). Principals Grant ($491.38). Special Ed Grants ($441.22). Specialists Enrichment Grant ($3,995.31). Health Room/Nurse Supplies ($383.87). Teacher Grants ($1,785.38). Part 1.16: 5th Grade Celebration ($4,731.27). Staff appreciation ($1,971.13). book vending ($2,380.10). Food Bank ($2,650.14). Parent & Kid Events ($15,519.23).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule O:
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Tsay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum00000000000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON PTA OF EVERETT
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0911118972
ReturnHeader/Filer/PhoneNum00000000000
ReturnHeader/Filer/USAddress/AddressLine1Txt02500 CADET WAY
ReturnHeader/Filer/USAddress/CityNm0EVERETT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098208
ReturnHeader/ReturnTs02023-09-16T04:00:04Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Melissa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tsay
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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