Civic Intelligence

Jefferson Elementary PTO

EIN 93-2128971 • 501(c)3 • Santa Ana, CA

Profile

Develop connection between school & home

1522 West Adams StreetSanta Ana, CA 92704
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

102%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

193%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$20,595

Up $10,399 (+102%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$20,595

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin67th percentile

Revenue

Up

$79,707

Up $52,518 (+193%) from 2023

Expenses

Up

$69,308

Up $52,315 (+308%) from 2023

Net Income

Up

$10,399

Up $203 (+2.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2023: $10,196Liabilities 2023: $02023Assets 2024: $20,595Liabilities 2024: $0Net Assets 2024: $20,5952024

Highlighted filing

2024

Assets$20,595
Liabilities$0
Net Assets$20,595
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0Revenue 2023: $27,189Expenses 2023: $16,993Net Income 2023: $10,1962023Revenue 2024: $79,707Expenses 2024: $69,308Net Income 2024: $10,3992024

Highlighted filing

2024

Revenue$79,707
Expenses$69,308
Net Income$10,399
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,595
Liabilities
$0
Net assets
$20,595
Revenue
$79,707
Expenses
$69,308
Net income
$10,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$79.7$69.3$10.4
2023Summary only. Only limited summary data is available for this year.$10.2$0.00$27.2$17.0$10.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$79,707
Mission and Program Overview

Mission

Develop connection between school & home

Program Services

DescriptionGrantsExpenses
THE PTO ORGANIZED WEEKLY DIPPINDOTS SALES THROUGHOUT THE SCHOOL YEAR, GENERATING CONSISTENT REVENUE TO SUPPORT STUDENT RECOGNITION AND REWARD INITIATIVES.-$0
OYR ANNUAL POPCORN FUNDRAISER WAS A MAJOR SUCCESS, DIRECTLY SUPPORTING GRADE-LEVEL FIELD TRIPS AND CLASSROOM ENRICHMENT.-$0
THE 2024 JOG-A-THON RAISED VITAL FUNDS FOR OUR APPRECIATION INNITIATIVES, SUPPORTING OVER 120 STAFF AND PARENTS.-$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GABRIELA SANCHEZChief Executive Officer-$0--
MARISELA C GUZMANChief Financial OfficerPT$0--
MIREYA GONZALEZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary Pto
EIN
93-2128971
In Care Of
% GABRIELA SANCHEZ
Phone
7148736809
Address
1522 WEST ADAMS STREET, SANTA ANA, CA 92704

Signing Officer

Name
Gabriela Sanchez
Title
CEO
Phone
7148736809
Signed
2025-05-13
Discuss with paid preparer
No

Preparer

Firm
Michael Biela
Address
22912 Mill Creek Suite C, Laguna Hills, CA 92653
Preparer
Michael Biela
Phone
9495475048
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountSTUDENT AND FAMILY EVENTS 9,318SPIRIT SHIRTS EXPENSE 6,976ADMINISTRATIVE EXPENSES 4,458JAGUAR GEAR STORE EXPENSE 6,925REWARDS AND RECOGNITION 6,270TEACHER RECOGNITION 3,606PARENT APPRECIATION EVENTS 1,321FIELD TRIPS 4,249CLASSROOM GRANTS 4,838FUNDRAISER SUPPLIES 21,347”

Raw XML Appendix124 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/PersonNm0GABRIELA SANCHEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07148736809
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01522 WEST ADAMS STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010196
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079707
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010399
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010196
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020595
IRS990EZ/GrossReceiptsAmt079707
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010196
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010196
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020595
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GABRIELA SANCHEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARISELA C GUZMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MIREYA GONZALEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt069308
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP CONNECTION BETWEEN SCHOOL & HOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PTO ORGANIZED WEEKLY DIPPINDOTS SALES THROUGHOUT THE SCHOOL YEAR, GENERATING CONSISTENT REVENUE TO SUPPORT STUDENT RECOGNITION AND REWARD INITIATIVES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OYR ANNUAL POPCORN FUNDRAISER WAS A MAJOR SUCCESS, DIRECTLY SUPPORTING GRADE-LEVEL FIELD TRIPS AND CLASSROOM ENRICHMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE 2024 JOG-A-THON RAISED VITAL FUNDS FOR OUR APPRECIATION INNITIATIVES, SUPPORTING OVER 120 STAFF AND PARENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069308
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079707
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0106896
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0106896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027189
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0106896
IRS990ScheduleA/TotalSupportAmt0106896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTUDENT AND FAMILY EVENTS 9,318SPIRIT SHIRTS EXPENSE 6,976ADMINISTRATIVE EXPENSES 4,458JAGUAR GEAR STORE EXPENSE 6,925REWARDS AND RECOGNITION 6,270TEACHER RECOGNITION 3,606PARENT APPRECIATION EVENTS 1,321FIELD TRIPS 4,249CLASSROOM GRANTS 4,838FUNDRAISER SUPPLIES 21,347
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GABRIELA SANCHEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07148736809
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0932128971
ReturnHeader/Filer/InCareOfNm0% GABRIELA SANCHEZ
ReturnHeader/Filer/PhoneNum07148736809
ReturnHeader/Filer/USAddress/AddressLine1Txt01522 WEST ADAMS STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204102207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael Biela
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022912 Mill Creek Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09495475048
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BIELA
ReturnHeader/ReturnTs02025-05-14T23:39:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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