Civic Intelligence

Jefferson Elementary School PTA of the PTA Calif Congress of Parent

990EZ • Fiscal year 2018 • EIN 95-6204311

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 28, 2019

3743 Jefferson StCarlsbad, CA 92008

(760) 331-5500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$53,366

Up $1,330 (+2.6%) from 2017

Net Assets

Up

$53,366

Up $1,330 (+2.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$86,523

Up $2,001 (+2.4%) from 2017

Expenses

Up

$85,196

Up $1,223 (+1.5%) from 2017

Net Income

Up

$1,327

Up $778 (+142%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $36,130Liabilities 2012: $02012Assets 2013: $34,127Liabilities 2013: $02013Assets 2014: $37,344Liabilities 2014: $02014Assets 2015: $62,911Net Assets 2015: $62,9112015Assets 2016: $51,487Net Assets 2016: $51,4872016Assets 2017: $52,036Net Assets 2017: $52,0362017Assets 2018: $53,366Net Assets 2018: $53,3662018Assets 2019: $50,055Net Assets 2019: $50,0552019Assets 2020: $46,159Net Assets 2020: $46,1592020Assets 2021: $63,686Net Assets 2021: $63,6862021Assets 2022: $23,396Net Assets 2022: $23,3962022Assets 2023: $56,067Net Assets 2023: $56,0672023Assets 2024: $109,107Net Assets 2024: $109,1072024Assets 2025: $146,584Net Assets 2025: $146,5842025

Highlighted filing

2018

Assets$53,366
Liabilities-
Net Assets$53,366

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $106,846Expenses 2012: $118,142Net Income 2012: -$11,2962012Revenue 2013: $96,344Expenses 2013: $98,347Net Income 2013: -$2,0032013Revenue 2014: $84,487Expenses 2014: $81,270Net Income 2014: $3,2172014Revenue 2015: $77,952Expenses 2015: $52,386Net Income 2015: $25,5662015Revenue 2016: $88,782Expenses 2016: $100,205Net Income 2016: -$11,4232016Revenue 2017: $84,522Expenses 2017: $83,973Net Income 2017: $5492017Revenue 2018: $86,523Expenses 2018: $85,196Net Income 2018: $1,3272018Revenue 2019: $77,907Expenses 2019: $81,218Net Income 2019: -$3,3112019Revenue 2020: $70,082Expenses 2020: $73,978Net Income 2020: -$3,8962020Revenue 2021: $54,157Expenses 2021: $36,630Net Income 2021: $17,5272021Revenue 2022: $86,332Expenses 2022: $126,622Net Income 2022: -$40,2902022Revenue 2023: $140,247Expenses 2023: $107,576Net Income 2023: $32,6712023Revenue 2024: $165,860Expenses 2024: $112,820Net Income 2024: $53,0402024Revenue 2025: $163,367Expenses 2025: $125,890Net Income 2025: $37,4772025

Highlighted filing

2018

Revenue$86,523
Expenses$85,196
Net Income$1,327
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 28, 2019
Return Version
2017v2.3
Gross Receipts
$92,759
Mission and Program Overview

Mission

To support students, staff, and community of jefferson elementary school

Program Services

DescriptionGrantsExpenses
LEARNING SUPPORT - INCLUDES FIELD TRIPS, READING PROGRAMS, CLASSROOM SUPPLIES, ART, PE & SPANISH$46,973$69,949
STUDENT WELFARE - INCLUDES AFTER SCHOOL ENRICHMENT, RUNNING CLUB, STUDENT AMBASSADORS, YEARBOOK, AND STUDENT RECOGNITION$6,000$7,406
COMMUNITY SUPPORT - TO ENCOURAGE WORLD CULTURAL AWARENESS AND BUILD SCHOOL COMMUNITY-$5,855
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER LEOPresidentPT$0--
LINDSAY MONTEAGUDOTreasurerPT$0--
GINA PAQUASecretaryPT$0--
VANESSA LENHERZAuditorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$31,948$31,948$1,794$30,154
Other Events$6,086$6,086$1,089$4,997
Total Events$43,584$43,584$6,236$37,348
Filing and Contact Details

Filer

Filer Name
Jefferson Elementary School Pta
EIN
95-6204311
Phone
7603315500
Address
3743 JEFFERSON ST, CARLSBAD, CA 92008

Signing Officer

Name
Jennifer Leo
Title
President
Phone
7603315500
Signed
2019-01-28
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Carlsbad council of ptas administrative suppo 40 6225 el camino real carlsbad ca 92009

Form 990-ez, Part I, Line 10

Class of activity: specialist teachers name: carlsbad unified school district address: 6225 el camino real carlsbad, ca 92009 cash contribution: 46,973 class of activity: after school enrichm name: jefferson elementary address: 3743 jefferson st carlsbad, ca 92008 cash contribution: 6,000

Form 990-ez, Part I, Line 16

Multicultural festival supplies 4,255 merchandise 1,166 expenses information technology 525 insurance 228 assemblies 1,545 bank charges 7 merchant fees 659 classroom enrichment 13,784 filing fees 25 garden support 1,306 library support 615 read across america 2,731 red ribbon week 201 school equipment 1,664 staff support 1,130 student recognition 1,282 fundraising supplies 307 running club 124 district event 100 volunteer orientation 334 miscellaneous 195 total 32,183

Raw XML Appendix180 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT WELFARE - INCLUDES AFTER SCHOOL ENRICHMENT, RUNNING CLUB, STUDENT AMBASSADORS, YEARBOOK, AND STUDENT RECOGNITION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARLSBAD COUNCIL OF PTAS ADMINISTRATIVE SUPPO 40 6225 EL CAMINO REAL CARLSBAD CA 92009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: SPECIALIST TEACHERS NAME: CARLSBAD UNIFIED SCHOOL DISTRICT ADDRESS: 6225 EL CAMINO REAL CARLSBAD, CA 92009 CASH CONTRIBUTION: 46,973 CLASS OF ACTIVITY: AFTER SCHOOL ENRICHM NAME: JEFFERSON ELEMENTARY ADDRESS: 3743 JEFFERSON ST CARLSBAD, CA 92008 CASH CONTRIBUTION: 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MULTICULTURAL FESTIVAL SUPPLIES 4,255 MERCHANDISE 1,166 EXPENSES INFORMATION TECHNOLOGY 525 INSURANCE 228 ASSEMBLIES 1,545 BANK CHARGES 7 MERCHANT FEES 659 CLASSROOM ENRICHMENT 13,784 FILING FEES 25 GARDEN SUPPORT 1,306 LIBRARY SUPPORT 615 READ ACROSS AMERICA 2,731 RED RIBBON WEEK 201 SCHOOL EQUIPMENT 1,664 STAFF SUPPORT 1,130 STUDENT RECOGNITION 1,282 FUNDRAISING SUPPLIES 307 RUNNING CLUB 124 DISTRICT EVENT 100 VOLUNTEER ORIENTATION 334 MISCELLANEOUS 195 TOTAL 32,183
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER LEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE PTA CALIF CONGRESS OF PARENT
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0956204311
ReturnHeader/Filer/PhoneNum07603315500
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.52.149.154
ReturnHeader/FilingSecurityInformation/IPDt02019-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:12:55
ReturnHeader/ReturnTs02019-01-30T17:12:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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