Civic Intelligence

Jefferson Elementary PTO

990EZ • Fiscal year 2023 • EIN 93-2128971

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

Organization Profile
1522 West Adams StreetSanta Ana, CA 92704

(714) 873-6809

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

86th percentile

38%

Higher net margin than 86% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$10,196

Flat from 2023

Net Assets

$10,196

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Flat

$27,189

Flat from 2023

Expenses

Flat

$16,993

Flat from 2023

Net Income

Flat

$10,196

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2023: $10,196Liabilities 2023: $0Net Assets 2023: $10,1962023Assets 2023: $10,196Liabilities 2023: $02023Assets 2024: $20,595Liabilities 2024: $0Net Assets 2024: $20,5952024

Highlighted filing

2023

Assets$10,196
Liabilities$0
Net Assets$10,196
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

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

Highlighted filing

2023

Revenue$27,189
Expenses$16,993
Net Income$10,196
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.1
Gross Receipts
$27,189
Mission and Program Overview

Mission

Develop connection between school & home

Program Services

DescriptionGrantsExpenses
IN 2023 OUR JOGATHON FUNDRAISER WAS A RESOUNDING SUCCESS, ALLOWING US TO FUND 36 CLASSROOM GRANTS. THESE GRANTS, TOTALING $10 PER STUDENT, ENRICHED CLASSROOM LEARNING EXPERIENCES--
OUR WEEKLY DIPPIN DOTS SALES MADE A SIGNIFICANT IMPACT ON OUR ABILITY TO RECOGNIZE AND REWARD STUDENT EXCELLENCE.--
THE ANNUAL ISLAND SNACK FUNDRAISER WAS A HIGHLIGHT OF OUR YEAR, ENABLING US TO PROVIDE SPIRIT JERSEYS FOR OVER 700 STUDENTS FROM PRESCHOOL TO 5TH GRADE.--
Compensation and Service Providers
Top Officer Pay78th 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
Address
1522 WEST ADAMS STREET, SANTA ANA, CA 92704

Signing Officer

Name
Gabriela Sanchez
Title
CEO
Phone
7148736809
Signed
2024-06-17
Discuss with paid preparer
No

Preparer

Firm
Civic Tax Relief
Address
555 Anton Blvd Ste 150, Costa Mesa, CA 92626
Preparer
Michael Biela
Phone
9496645966
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountstudent and family events 1,367spirit shirts expense 5,712administrative expenses 1,800jaguar gear store expense 2,272rewards and recognition 5,042teacher recognition 800”

Raw XML Appendix123 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/USAddress/CityNm0SANTA ANA
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/MethodOfAccountingCashInd0X
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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/OtherExpensesTotalAmt016993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP CONNECTION BETWEEN SCHOOL & HOME
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN 2023 OUR JOGATHON FUNDRAISER WAS A RESOUNDING SUCCESS, ALLOWING US TO FUND 36 CLASSROOM GRANTS. THESE GRANTS, TOTALING $10 PER STUDENT, ENRICHED CLASSROOM LEARNING EXPERIENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OUR WEEKLY DIPPIN DOTS SALES MADE A SIGNIFICANT IMPACT ON OUR ABILITY TO RECOGNIZE AND REWARD STUDENT EXCELLENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE ANNUAL ISLAND SNACK FUNDRAISER WAS A HIGHLIGHT OF OUR YEAR, ENABLING US TO PROVIDE SPIRIT JERSEYS FOR OVER 700 STUDENTS FROM PRESCHOOL TO 5TH GRADE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016993
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt027189
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027189
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt027189
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027189
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027189
IRS990ScheduleA/TotalSupportAmt027189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSTUDENT AND FAMILY EVENTS 1,367SPIRIT SHIRTS EXPENSE 5,712ADMINISTRATIVE EXPENSES 1,800JAGUAR GEAR STORE EXPENSE 2,272REWARDS AND RECOGNITION 5,042TEACHER RECOGNITION 800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GABRIELA SANCHEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07148736809
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0GABR
ReturnHeader/Filer/EIN0932128971
ReturnHeader/Filer/USAddress/AddressLine1Txt01522 WEST ADAMS STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
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ReturnHeader/Filer/USAddress/ZIPCd092704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815259842
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 Anton Blvd Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum09496645966
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Biela
ReturnHeader/ReturnTs02024-06-28T14:02:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GABRIELA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANCHEZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,196
Liabilities
$0
Net assets
$10,196
Revenue
$27,189
Expenses
$16,993
Net income
$10,196
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
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$27.2$17.0$10.2
2023Summary only. Only limited summary data is available for this year.$10.2$0.00$27.2$17.0$10.2