Civic Intelligence

Jefferson Elementary School PTA of the PTA Calif Congress of Parent

990EZ • Fiscal year 2024 • EIN 95-6204311

Jul 01, 2023 to Jun 30, 2024 • Filed on May 13, 2025

3743 Jefferson StCarlsbad, 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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

95%

Faster asset growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$109,107

Up $53,040 (+95%) from 2023

Net Assets

Up

$109,107

Up $53,040 (+95%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$165,860

Up $25,613 (+18%) from 2023

Expenses

Up

$112,820

Up $5,244 (+4.9%) from 2023

Net Income

Up

$53,040

Up $20,369 (+62%) from 2023

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

2024

Assets$109,107
Liabilities-
Net Assets$109,107

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

2024

Revenue$165,860
Expenses$112,820
Net Income$53,040
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$196,609
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$66,000$104,961
COMMUNITY SUPPORT - TO ENCOURAGE WORLD CULTURAL AWARENESS AND BUILD SCHOOL COMMUNITY-$2,240
STUDENT WELFARE - INCLUDES AFTER SCHOOL ENRICHMENT, RUNNING CLUB, STUDENT AMBASSADORS, YEARBOOK, AND STUDENT RECOGNITION-$1,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACIE DELMARPresidentPT$0--
LINDSEY GUNSONExecutive VIPT$0--
LAUREN CRANDALLTreasurerPT$0--
DOUG HAWKINSParliamentarPT$0--
MEGAN CULLENSecretaryPT$0--
BETSY BURTONVP MembershiPT$0--
ANGELA HORNERVP ProgramsPT$0--
BREANNE HEALFinancial RePT$0--
EMILY KUHNELVP FundraisiPT$0--
JAMIE BOGGELNFinancial SePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jogathon$39,181$39,181$1,907$37,274
Multicultural F$36,470$23,915$16,481$7,434
Total Events$99,538$85,623$30,749$54,874
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
Lauren Crandall
Title
Treasurer
Phone
7603315500
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Joanne Goddard-hackett
Phone
7604389500
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: after school enrichm name: jefferson elementary address: 3743 jefferson st carlsbad, ca 92008 cash contribution: 66,000

Form 990-ez, Part I, Line 16

Expenses office 1,204 information technology 179 insurance 282 workers compensation 1,036 after school enrichment 317 assemblies 5,041 fundraising 230 garden support 2,631 library support 5,821 merchant fees 1,472 science day 2,823 staff support 2,067 student recognition 1,874 teaching supplies 14,456 small programs 2,433 student social events 2,240 grant funds 1,054 ib program 1,000 total 46,160

Raw XML Appendix219 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/ExplanationTxt0CARLSBAD COUNCIL OF PTAS ADMINISTRATIVE SUPPO 40 6225 EL CAMINO REAL CARLSBAD CA 92009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: AFTER SCHOOL ENRICHM NAME: JEFFERSON ELEMENTARY ADDRESS: 3743 JEFFERSON ST CARLSBAD, CA 92008 CASH CONTRIBUTION: 66,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OFFICE 1,204 INFORMATION TECHNOLOGY 179 INSURANCE 282 WORKERS COMPENSATION 1,036 AFTER SCHOOL ENRICHMENT 317 ASSEMBLIES 5,041 FUNDRAISING 230 GARDEN SUPPORT 2,631 LIBRARY SUPPORT 5,821 MERCHANT FEES 1,472 SCIENCE DAY 2,823 STAFF SUPPORT 2,067 STUDENT RECOGNITION 1,874 TEACHING SUPPLIES 14,456 SMALL PROGRAMS 2,433 STUDENT SOCIAL EVENTS 2,240 GRANT FUNDS 1,054 IB PROGRAM 1,000 TOTAL 46,160
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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON ELEMENTARY SCHOOL PTA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE PTA CALIF CONGRESS OF PARENT
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ReturnHeader/Filer/EIN0956204311
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOANNE GODDARD-HACKETT
ReturnHeader/ReturnTs02025-05-13T18:09:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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