Civic Intelligence

Kathryn Jones Harrison Parents and Teachers

990EZ • Fiscal year 2017 • EIN 94-3183249

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

24th percentile

-9.8%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-7.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

-5.2%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$65,991

Down $5,149 (-7.2%) from 2016

Net Assets

Down

$65,991

Down $5,149 (-7.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$52,589

Down $2,893 (-5.2%) from 2016

Expenses

Down

$57,738

Down $6,509 (-10%) from 2016

Net Income

Up

-$5,149

Up $3,616 (+41%) from 2016

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

2017

Assets$65,991
Liabilities$0
Net Assets$65,991

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

2017

Revenue$52,589
Expenses$57,738
Net Income-$5,149
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$66,080
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SUPPORT FOR EDUCATIONAL SERVICES AT JEFFERSON SCHOOL - FOR EXAMPLE: FIELD TRIPS, ART AND GENERAL SUPPLIES, CURRICULUM MATERIALS AND SUPPLIES.$0$52,546
SUPPORT FOR MUSIC, ARTS AND EXTRA CURRICULAR EDUCATION$0$2,050
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$1,695
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NINA ERLICH-WILLIAMSPresident-$0--
CLAIRE FEIGENERVice President-$0--
PRISCILLA WHITESIDESecretary-$0--
AMANDA DOTYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$19,577-$3,722-
Jog-a-thon$17,459-$217-
Total Events$37,036-$3,939$-3,939
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
Polly Wegner
Title
Treasurer
Phone
5417575851
Signed
2017-11-09
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: 10,302. Returns and allowances: 0. Less cost of goods sold: 9,552. Gross profit: 750. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 0. Other costs: 9,552. Inventory at end of year: 0. Cost of goods sold: 9,552.

Form 990-ez, Part I, Line 7B - Other Costs

Description: tshirts. Amount: 2,826. Description: books. Amount: 6,726. Total included on form 990-ez, part i, line 7b: 9,552.

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. Amount given: 52,546.

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

Activity classification: music, band, library, art . 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. Amount given: 2,050. Total included on form 990-ez, line 10: 54,596.

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

Description: community building: carnival, potluck, etc. Amount: 1,695. Description: organization insurance, fees and dues. Amount: 628. Description: supplies. Amount: 127. Total to form 990-ez, line 16: 2,450.

Raw XML Appendix192 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/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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NINA ERLICH-WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLAIRE FEIGENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PRISCILLA WHITESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMANDA DOTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR TEACHERS AND STUDENTS AT JEFFERSON SCHOOL, CORVALLIS, OREGON.
IRS990EZ/PrintingPublicationsPostageAmt0692
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02050
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt152546
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21695
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt03939
IRS990EZ/SpecialEventsNetIncomeLossAmt0-3939
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057738
IRS990EZ/TotalProgramServiceExpensesAmt056291
IRS990EZ/TotalRevenueAmt052589
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047194
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025854
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019397
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0202537
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt080864
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0147357
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066080
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066080
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100261
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0349894
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037036
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019577
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt017459
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03939
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019577
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017459
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt037036
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3939
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03939
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03722
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 10,302. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 9,552. GROSS PROFIT: 750. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 9,552. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 9,552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TSHIRTS. AMOUNT: 2,826. DESCRIPTION: BOOKS. AMOUNT: 6,726. TOTAL INCLUDED ON FORM 990-EZ, PART I, LINE 7B: 9,552.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY 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. AMOUNT GIVEN: 52,546.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: MUSIC, BAND, LIBRARY, ART . 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. AMOUNT GIVEN: 2,050. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 54,596.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: COMMUNITY BUILDING: CARNIVAL, POTLUCK, ETC. AMOUNT: 1,695. DESCRIPTION: ORGANIZATION INSURANCE, FEES AND DUES. AMOUNT: 628. DESCRIPTION: SUPPLIES. AMOUNT: 127. TOTAL TO FORM 990-EZ, LINE 16: 2,450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7B - OTHER COSTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/PersonNm0POLLY WEGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05417575851
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CA6B522F0619EA9C77FB54248FBE40ABA4F23EA6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A048FCC4FEB6FD04EC5D802A927AE437BEF0374
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.148.53.177
ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:50:56
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/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTEN GOSE CPA
ReturnHeader/ReturnTs02017-11-09T16:31:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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