Civic Intelligence

Jefferson Middle School Ptsa

990EZ • Fiscal year 2015 • EIN 95-6204360

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 20, 2015

Organization ProfileN/A
21717 TalismanTorrance, CA 90503

(310) 533-4794

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

32nd percentile

-3.4%

Higher net margin than 32% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-5.3%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

36th percentile

-7.8%

Faster revenue growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$34,039

Down $1,913 (-5.3%) from 2014

Net Assets

Down

$34,039

Down $1,913 (-5.3%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$55,505

Down $4,698 (-7.8%) from 2014

Expenses

Up

$57,418

Up $3,353 (+6.2%) from 2014

Net Income

Down

-$1,913

Down $8,051 (-131%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$40K$30K$20K$10K$0Assets 2012: $28,471Net Assets 2012: $28,4712012Assets 2013: $29,814Liabilities 2013: $02013Assets 2014: $35,952Net Assets 2014: $35,9522014Assets 2015: $34,039Net Assets 2015: $34,0392015Assets 2016: $12,378Net Assets 2016: $12,3782016Assets 2017: $24,395Net Assets 2017: $24,3952017Assets 2018: $27,560Net Assets 2018: $27,5602018Assets 2019: $26,686Net Assets 2019: $26,6862019Assets 2020: $35,407Net Assets 2020: $35,4072020Assets 2021: $34,693Net Assets 2021: $34,6932021Assets 2022: $26,531Net Assets 2022: $26,5312022Assets 2023: $17,027Net Assets 2023: $17,0272023Assets 2024: $10,743Net Assets 2024: $10,7432024Assets 2025: $10,593Net Assets 2025: $10,5922025

Highlighted filing

2015

Assets$34,039
Liabilities-
Net Assets$34,039
Open 2015 Filing

Operations Trend

Revenue Growth36th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $54,989Expenses 2012: $52,338Net Income 2012: $2,6512012Revenue 2013: $58,183Expenses 2013: $56,840Net Income 2013: $1,3432013Revenue 2014: $60,203Expenses 2014: $54,065Net Income 2014: $6,1382014Revenue 2015: $55,505Expenses 2015: $57,418Net Income 2015: -$1,9132015Revenue 2016: $47,585Expenses 2016: $50,702Net Income 2016: -$3,1172016Revenue 2017: $52,396Expenses 2017: $40,379Net Income 2017: $12,0172017Revenue 2018: $39,371Expenses 2018: $36,206Net Income 2018: $3,1652018Revenue 2019: $48,546Expenses 2019: $49,420Net Income 2019: -$8742019Revenue 2020: $39,346Expenses 2020: $30,625Net Income 2020: $8,7212020Revenue 2021: $7,305Expenses 2021: $8,019Net Income 2021: -$7142021Revenue 2022: $21,983Expenses 2022: $30,145Net Income 2022: -$8,1622022Revenue 2023: $18,160Expenses 2023: $27,664Net Income 2023: -$9,5042023Revenue 2024: $21,784Expenses 2024: $28,068Net Income 2024: -$6,2842024Revenue 2025: $23,530Expenses 2025: $23,681Net Income 2025: -$1512025

Highlighted filing

2015

Revenue$55,505
Expenses$57,418
Net Income-$1,913
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 20, 2015
Return Version
2014v5.0
Gross Receipts
$61,213
Mission and Program Overview

Mission

Sponsorship of family activities to build school and community spirit. Development of student programs to promote health, safety, and education.

Program Services

DescriptionGrantsExpenses
SPONSORSHIP OF FAMILY ACTIVITIES TO BUILD SCHOOL AND COMMUNITY SPIRIT. DEVELOPMENT OF STUDENT PROGRAMS TO PROMOTE HEALTH, SAFETY, AND EDUCATION.$49,543-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELLE VAN LERBERGHEPresidentPT$0--
GLENDA FUKUNAGAFinancial Sec'YPT$0--
KATHY HANDAVP Ways & MeansPT$0--
TAMIE NAKANOTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$32,301$32,301$5,708$26,593
Total Events$32,301$32,301$5,708$26,593
Filing and Contact Details

Filer

Filer Name
Jefferson Middle School Pta
EIN
95-6204360
Address
21717 TALISMAN, TORRANCE, CA 90503

Signing Officer

Name
Tamie Nakano
Title
Treasurer
Signed
2015-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Stuart Levy CPA APC
Address
3528 Torrance Blvd Suite 101, Torrance, CA 90503
Preparer
Stuart Levy CPA
Phone
3105401736
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Student and family programs $49543”

Other Expenses.2

“Organizational expenses $5255”

Other Expenses.3

“COUNCIL DUES $2515”

Other Expenses.4

“HONORARY SERVICE $105”

Raw XML Appendix161 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GLENDA FUKUNAGA
IRS990EZ/BooksInCareOfDetail/PhoneNum03105334794
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021717 TALISMAN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TORRANCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035952
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034039
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05078
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1913
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035952
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034039
IRS990EZ/FundraisingGrossIncomeAmt032301
IRS990EZ/GrossReceiptsAmt061213
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt055
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03269
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035952
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034039
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035952
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034039
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHELLE VAN LERBERGHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLENDA FUKUNAGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY HANDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMIE NAKANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FINANCIAL SEC'Y
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP WAYS & MEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057418
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SPONSORSHIP OF FAMILY ACTIVITIES TO BUILD SCHOOL AND COMMUNITY SPIRIT. DEVELOPMENT OF STUDENT PROGRAMS TO PROMOTE HEALTH, SAFETY, AND EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt020510
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORSHIP OF FAMILY ACTIVITIES TO BUILD SCHOOL AND COMMUNITY SPIRIT. DEVELOPMENT OF STUDENT PROGRAMS TO PROMOTE HEALTH, SAFETY, AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt049543
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05708
IRS990EZ/SpecialEventsNetIncomeLossAmt026593
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057418
IRS990EZ/TotalProgramServiceExpensesAmt049543
IRS990EZ/TotalRevenueAmt055505
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134474
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00050
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt0134474
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07440
IRS990ScheduleA/Total509Grp/TotalAmt0134474
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt044207
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134529
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05708
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032301
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032301
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026593
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05708
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STUDENT AND FAMILY PROGRAMS $49543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL EXPENSES $5255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COUNCIL DUES $2515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HONORARY SERVICE $105
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMIE NAKANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON MIDDLE SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0956204360
ReturnHeader/Filer/USAddress/AddressLine1Txt021717 TALISMAN
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stuart Levy CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03528 Torrance Blvd Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Torrance
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090503
ReturnHeader/PreparerPersonGrp/PhoneNum03105401736
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART LEVY CPA
ReturnHeader/ReturnTs02015-07-20T14:39:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-03-01
ReturnHeader/TaxPeriodEndDt02015-02-28
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,039
Liabilities
-
Net assets
$34,039
Revenue
$55,505
Expenses
$57,418
Net income
-$1,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$10.6$23.5$23.7$0.15
2024Detailed filing. Detailed filing data is available for this year.$10.7$10.7$21.8$28.1$6.28
2023Detailed filing. Detailed filing data is available for this year.$17.0$17.0$18.2$27.7$9.50
2022Detailed filing. Detailed filing data is available for this year.$26.5$26.5$22.0$30.1$8.16
2021Detailed filing. Detailed filing data is available for this year.$34.7$34.7$7.31$8.02$0.71
2020Detailed filing. Detailed filing data is available for this year.$35.4$35.4$39.3$30.6$8.72
2019Detailed filing. Detailed filing data is available for this year.$26.7$26.7$48.5$49.4$0.87
2018Detailed filing. Detailed filing data is available for this year.$27.6$27.6$39.4$36.2$3.17
2017Detailed filing. Detailed filing data is available for this year.$24.4$24.4$52.4$40.4$12.0
2016Detailed filing. Detailed filing data is available for this year.$12.4$12.4$47.6$50.7$3.12
2015Detailed filing. Detailed filing data is available for this year.$34.0$34.0$55.5$57.4$1.91
2014Detailed filing. Detailed filing data is available for this year.$36.0$36.0$60.2$54.1$6.14
2013Summary only. Only limited summary data is available for this year.$29.8$0.00$58.2$56.8$1.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.5$28.5$55.0$52.3$2.65