Civic Intelligence

Jefferson Elementary School PTA of the PTA Calif Congress of Parent

990EZ • Fiscal year 2020 • EIN 95-6204311

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

3743 Jefferson StreetCarlsbad, CA 92008

(760) 331-5500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

32nd percentile

-5.6%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-10%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$46,159

Down $3,896 (-7.8%) from 2019

Net Assets

Down

$46,159

Down $3,896 (-7.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$70,082

Down $7,825 (-10%) from 2019

Expenses

Down

$73,978

Down $7,240 (-8.9%) from 2019

Net Income

Down

-$3,896

Down $585 (-18%) from 2019

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

2020

Assets$46,159
Liabilities-
Net Assets$46,159

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

2020

Revenue$70,082
Expenses$73,978
Net Income-$3,896
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.0
Gross Receipts
$84,175
Mission and Program Overview

Mission

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

To support students, staff & community of jefferson elementary school

Program Services

DescriptionGrantsExpenses
LEARNING SUPPORT - INCLUDES FIELD TRIPS, READING PROGRAMS, CLASSROOM SUPPLIES, ART, PE & SPANISH$64,960$54,624
STUDENT WELFARE - INCLUDES AFTER SCHOOL ENRICHMENT, CLUBS, STUDENT AMBASSADORS, YEARBOOK & STUDENT RECOGNITION$4,670-
COMMUNITY SUPPORT - INCLUDES ENCOURAGING WORLD CULTURAL AWARENESS & BUILDING THE SCHOOL COMMUNITY$2,965-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALISA EICHELBERGERPresidentPT$0--
LYN RAMPERSADTreasurerPT$0--
JENNIFER LEOSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$27,814$27,814$1,986$25,828
Other Events$13,174$13,174$6,691$6,483
Total Events$46,324$46,324$14,093$32,231
Filing and Contact Details

Filer

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

Signing Officer

Name
Lyn Rampersad
Title
Treasurer
Phone
7603315500
Signed
2020-11-15
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: AFTER SCHOOL ENRICHMENT | Donee's Name: JEFFERSON ELEMENTARY SCHOOL | Donee's Address: 3743 JEFFERSON STREET CARLSBAD CA 92008 | Cash Amount Given: $54624

Other Expenses.1002

Office Expenses $279

Other Expenses.1003

Information Technology $179

Other Expenses.1007

Conferences, Conventions, and Meetings $150

Other Expenses.1012

Insurance $232

Other Expenses.1

TEACHING SUPPLIES $6523

Other Expenses.2

After school enrichment $4534

Other Expenses.3

ASSEMBLIES $2925

Other Expenses.4

GARDEN SUPPORT $1452

Other Expenses.5

READ ACROSS AMERICA $928

Other Expenses.6

STAFF SUPPORT $550

Other Expenses.7

LIBRARY SUPPORT $500

Other Expenses.8

Classroom enrichment $271

Other Expenses.10

RED RIBBON WEEK $137

Other Expenses.11

Reflections art program $56

Other Expenses.12

FUNDRAISING SUPPLIES $55

Other Expenses.13

Volunteer orientation $40

Raw XML Appendix212 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: AFTER SCHOOL ENRICHMENT | Donee's Name: JEFFERSON ELEMENTARY SCHOOL | Donee's Address: 3743 JEFFERSON STREET CARLSBAD CA 92008 | Cash Amount Given: $54624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHING SUPPLIES $6523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFTER SCHOOL ENRICHMENT $4534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ASSEMBLIES $2925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GARDEN SUPPORT $1452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9READ ACROSS AMERICA $928
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10STAFF SUPPORT $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LIBRARY SUPPORT $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CLASSROOM ENRICHMENT $271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13RED RIBBON WEEK $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14REFLECTIONS ART PROGRAM $56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FUNDRAISING SUPPLIES $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16VOLUNTEER ORIENTATION $40
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LYN RAMPERSAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07603315500
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE PTA CALIF CONGRESS OF PARENTS
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0956204311
ReturnHeader/Filer/PhoneNum07603315500
ReturnHeader/Filer/USAddress/AddressLine1Txt03743 JEFFERSON STREET
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/ReturnTs02021-03-01T01:30:29-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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