Civic Intelligence

Jefferson Middle School Ptsa

990EZ • Fiscal year 2017 • EIN 95-6204360

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
21717 TalismanTorrance, CA 90503

(310) 463-1212

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% 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

91st percentile

97%

Faster asset growth than 91% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$24,395

Up $12,017 (+97%) from 2016

Net Assets

Up

$24,395

Up $12,017 (+97%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$52,396

Up $4,811 (+10%) from 2016

Expenses

Down

$40,379

Down $10,323 (-20%) from 2016

Net Income

Up

$12,017

Up $15,134 (+486%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2017

Assets$24,395
Liabilities-
Net Assets$24,395
Open 2017 Filing

Operations Trend

Revenue Growth63rd 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

2017

Revenue$52,396
Expenses$40,379
Net Income$12,017
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$53,163
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.$38,935-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN DANALPresidentPT$0--
GLORIA STECKTreasurer ElectPT$0--
ANNA BENEDICTSecretaryPT$0--
JOANNE CHENGTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$31,368$31,368$767$30,601
Total Events$31,368$31,368$767$30,601
Filing and Contact Details

Filer

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

Signing Officer

Name
Gloria Steck
Title
Treasurer Elect
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Stuart Levy CPA Apc
Address
3848 WEST CARSON STREET SUITE 220, TORRANCE, CA 90503
Preparer
Stuart Levy
Phone
3105401736
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - THE PTA HAS CHANGED ITS YEAR END FROM FEBRUARY TO JUNE. THIS RETURN REPRESENTS THE STUB PERIOD FROM MARCH 1 TO JUNE 30. THIS IS MANUALLY FILED AS A 2015 RETURN. 2015 FORMS ARE NOT YET AVAILABLE, NECESSITAING A PAPER FILING FOR THIS RETURN.”

Other Expenses.1

“Student and family programs $30739”

Other Expenses.2

“STUDENT ENRICHMENT $4448”

Other Expenses.3

“COUNCIL DUES $3000”

Other Expenses.4

“Organizational expenses $1444”

Other Expenses.5

“HONORARY SERVICE $385”

Other Expenses.6

“STUDENT PLANNERS $363”

Raw XML Appendix167 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/PhoneNum03104631212
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021717 TALISMAN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TORRANCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012378
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IRS990EZ/ContributionsGiftsGrantsEtcAmt01605
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012017
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt024395
IRS990EZ/FundraisingGrossIncomeAmt031368
IRS990EZ/GrossReceiptsAmt053163
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03872
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012378
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012378
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN DANAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GLORIA STECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANNA BENEDICT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOANNE CHENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040379
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/ProgramServiceRevenueAmt016318
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORSHIP OF FAMILY ACTIVITIES TO BUILD SCHOOL AND COMMUNITY SPIRIT. DEVELOPMENT OF STUDENT PROGRAMS TO PROMOTE HEALTH, SAFETY, AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038935
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0767
IRS990EZ/SpecialEventsNetIncomeLossAmt030601
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040379
IRS990EZ/TotalProgramServiceExpensesAmt038935
IRS990EZ/TotalRevenueAmt052396
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044207
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109602
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt055
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021603
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021603
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt055
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt0131205
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08347
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043630
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044207
IRS990ScheduleA/Total509Grp/TotalAmt0131205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029545
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt043630
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044207
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0131260
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0767
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031368
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031368
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030601
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0767
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - THE PTA HAS CHANGED ITS YEAR END FROM FEBRUARY TO JUNE. THIS RETURN REPRESENTS THE STUB PERIOD FROM MARCH 1 TO JUNE 30. THIS IS MANUALLY FILED AS A 2015 RETURN. 2015 FORMS ARE NOT YET AVAILABLE, NECESSITAING A PAPER FILING FOR THIS RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STUDENT AND FAMILY PROGRAMS $30739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STUDENT ENRICHMENT $4448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL DUES $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIZATIONAL EXPENSES $1444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HONORARY SERVICE $385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT PLANNERS $363
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLORIA STECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER ELECT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
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/AddressLine1Txt03848 WEST CARSON STREET SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TORRANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090503
ReturnHeader/PreparerPersonGrp/PhoneNum03105401736
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STUART LEVY
ReturnHeader/ReturnTs02017-11-13T08:26:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,395
Liabilities
-
Net assets
$24,395
Revenue
$52,396
Expenses
$40,379
Net income
$12,017
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