Civic Intelligence

Kathryn Jones Harrison Parents and Teachers

990EZ • Fiscal year 2016 • EIN 94-3183249

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 11, 2016

1825 NW 27th StreetCorvallis, OR 97330

(541) 757-5851

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$71,140

Down $8,765 (-11%) from 2015

Net Assets

Down

$71,140

Down $8,765 (-11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$55,482

Down $27,665 (-33%) from 2015

Expenses

Up

$64,247

Up $13,399 (+26%) from 2015

Net Income

Down

-$8,765

Down $41,064 (-127%) from 2015

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $44,900Liabilities 2011: $02011Assets 2012: $58,086Liabilities 2012: $02012Assets 2013: $48,269Liabilities 2013: $02013Assets 2014: $47,606Liabilities 2014: $02014Assets 2015: $79,905Liabilities 2015: $0Net Assets 2015: $79,9052015Assets 2016: $71,140Liabilities 2016: $0Net Assets 2016: $71,1402016Assets 2017: $65,991Liabilities 2017: $0Net Assets 2017: $65,9912017Assets 2018: $52,792Liabilities 2018: $0Net Assets 2018: $52,7922018

Highlighted filing

2016

Assets$71,140
Liabilities$0
Net Assets$71,140

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $27,384Expenses 2011: $24,679Net Income 2011: $2,7052011Revenue 2012: $205,814Expenses 2012: $19,718Net Income 2012: $186,0962012Revenue 2013: $31,605Expenses 2013: $41,422Net Income 2013: -$9,8172013Revenue 2014: $37,682Expenses 2014: $38,345Net Income 2014: -$6632014Revenue 2015: $83,147Expenses 2015: $50,848Net Income 2015: $32,2992015Revenue 2016: $55,482Expenses 2016: $64,247Net Income 2016: -$8,7652016Revenue 2017: $52,589Expenses 2017: $57,738Net Income 2017: -$5,1492017Revenue 2018: $34,859Expenses 2018: $48,058Net Income 2018: -$13,1992018

Highlighted filing

2016

Revenue$55,482
Expenses$64,247
Net Income-$8,765
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$55,482
Mission and Program Overview

Mission

To provide support for teachers and students at jefferson school, corvallis, oregon.

Program Services

DescriptionGrantsExpenses
FTE SUPPORT FOR MUSIC, ARTS AND EXTRA CURRICULAR EDUCATION$0$42,500
SUPPORT FOR EDUCATIONAL SERVICES AT JEFFERSON SCHOOL - FOR EXAMPLE: FIELD TRIPS, ART AND GENERAL SUPPLIES, CURRICULUM MATERIALS AND SUPPLIES.$0$14,650
COMMUNITY GARDEN$0$6,447
SPONSOR A VARIETY OF COMMUNITY BUILDING ACTIVITIES TO FOSTER PARENT INVOLVEMENT WITH THE SCHOOL - FOR EXAMPLE: FALL POTLUCK, CARNIVAL AND OPENING DAY COFFEE. INVOLVES MANY PARENT VOLUNTEERS.$0$650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NINA ERLICH-WILLIAMSPresident-$0--
CHRISTY KOEGLERVice President-$0--
AMY MAYFIELDSecretary-$0--
BRANDI FUHRMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction----
Jog-a-thon----
Filing and Contact Details

Filer

Filer Name
Jefferson Parents and Teachers (jpat)
EIN
94-3183249
Phone
5417575851
Address
1825 NW 27TH STREET, CORVALLIS, OR 97330

Signing Officer

Name
Amanda Doty
Title
Treasurer
Phone
5417575851
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Anderson Group Cpas LLC
Address
2165 NW PROFESSIONAL DR STE 101, CORVALLIS, OR 97330
Preparer
Kristen Gose CPA
Phone
5417572070
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 1,168. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 1,168.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: education enhancement & teacher support. Grantee name: jefferson school. Grantee address: 1825 nw 27th street corvallis, or 97330. Grantee relationship: supported school. Property description: cash. Method used to determine fmv: cash. Date of gift: 06/30/16. Amount given: 14,650.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: music, band, library, art fte support. Grantee name: jefferson school. Grantee address: 1825 nw 27th street corvallis, or 97330. Grantee relationship: supported school. Property description: cash. Method used to determine fmv: cash. Date of gift: 06/30/16. Amount given: 42,500. Total included on form 990-ez, line 10: 57,150.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: community building: carnival, potluck, etc. Amount: 650. Description: scrip garden fund. Amount: 6,447. Total to form 990-ez, line 16: 7,097.

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05417575851
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01825 NW 27TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CORVALLIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097330
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071140
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-8765
IRS990EZ/FiledScheduleAInd01
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt057150
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01168
IRS990EZ/GrossReceiptsAmt055482
IRS990EZ/GrossSalesOfInventoryAmt01168
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079905
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079905
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071140
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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/PersonNm0NINA ERLICH-WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTY KOEGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY MAYFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRANDI FUHRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07097
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR TEACHERS AND STUDENTS AT JEFFERSON SCHOOL, CORVALLIS, OREGON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FTE SUPPORT FOR MUSIC, ARTS AND EXTRA CURRICULAR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT FOR EDUCATIONAL SERVICES AT JEFFERSON SCHOOL - FOR EXAMPLE: FIELD TRIPS, ART AND GENERAL SUPPLIES, CURRICULUM MATERIALS AND SUPPLIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPONSOR A VARIETY OF COMMUNITY BUILDING ACTIVITIES TO FOSTER PARENT INVOLVEMENT WITH THE SCHOOL - FOR EXAMPLE: FALL POTLUCK, CARNIVAL AND OPENING DAY COFFEE. INVOLVES MANY PARENT VOLUNTEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3COMMUNITY GARDEN
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt114650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36447
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt064247
IRS990EZ/TotalProgramServiceExpensesAmt064247
IRS990EZ/TotalRevenueAmt055482
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt018349
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0165108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0238065
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0403173
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt047194
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082045
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0119359
IRS990ScheduleA/Total509Grp/TotalAmt0403173
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt047194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt082045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0119359
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0403173
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 1,168. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 1,168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: EDUCATION ENHANCEMENT & TEACHER SUPPORT. GRANTEE NAME: JEFFERSON SCHOOL. GRANTEE ADDRESS: 1825 NW 27TH STREET CORVALLIS, OR 97330. GRANTEE RELATIONSHIP: SUPPORTED SCHOOL. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 06/30/16. AMOUNT GIVEN: 14,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: MUSIC, BAND, LIBRARY, ART FTE SUPPORT. GRANTEE NAME: JEFFERSON SCHOOL. GRANTEE ADDRESS: 1825 NW 27TH STREET CORVALLIS, OR 97330. GRANTEE RELATIONSHIP: SUPPORTED SCHOOL. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 06/30/16. AMOUNT GIVEN: 42,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 57,150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COMMUNITY BUILDING: CARNIVAL, POTLUCK, ETC. AMOUNT: 650. DESCRIPTION: SCRIP GARDEN FUND. AMOUNT: 6,447. TOTAL TO FORM 990-EZ, LINE 16: 7,097.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA DOTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05417575851
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON PARENTS AND TEACHERS (JPAT)
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OREGON PTA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0943183249
ReturnHeader/Filer/PhoneNum05417575851
ReturnHeader/Filer/USAddress/AddressLine1Txt01825 NW 27TH STREET
ReturnHeader/Filer/USAddress/CityNm0CORVALLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931233035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSON GROUP CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02165 NW PROFESSIONAL DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORVALLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097330
ReturnHeader/PreparerPersonGrp/PhoneNum05417572070
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN GOSE CPA
ReturnHeader/ReturnTs02016-11-15T16:36:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings