Civic Intelligence

Jefferson Middle School Ptsa

990EZ • Fiscal year 2024 • EIN 95-6204360

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

Organization ProfileN/A
21717 TalismanTorrance, CA 90503

(310) 625-8440

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

15th percentile

-29%

Higher net margin than 15% 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

15th percentile

-37%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

68th percentile

20%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$10,743

Down $6,284 (-37%) from 2023

Net Assets

Down

$10,743

Down $6,284 (-37%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Up

$21,784

Up $3,624 (+20%) from 2023

Expenses

Up

$28,068

Up $404 (+1.5%) from 2023

Net Income

Up

-$6,284

Up $3,220 (+34%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2024

Assets$10,743
Liabilities-
Net Assets$10,743
Open 2024 Filing

Operations Trend

Revenue Growth68th 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

2024

Revenue$21,784
Expenses$28,068
Net Income-$6,284
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$32,514
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.-$23,341
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GERSONPresidentPT$0--
JESSICA NGUYENExecutive VPPT$0--
CATHERINE SULLIVANSecretaryPT$0--
VIRGINIA HOADLEYTreasurerPT$0--
STACY LOGUEFin SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
8th Grade Promotion$8,742$8,742$10,730$-1,988
Total Events$8,742$8,742$10,730$-1,988
Filing and Contact Details

Filer

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

Signing Officer

Name
Jessica Nguyen
Title
Executive VP
Signed
2024-11-14
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

Other Expenses.1007

“Conferences, Conventions, and Meetings $583”

Other Expenses.1012

“Insurance $282”

Other Expenses.1

“SCHOOL PROGRAMS $21741”

Other Expenses.2

“Council dues and support $3260”

Other Expenses.3

“SCHOLARSHIPS $1025”

Other Expenses.4

“COMMUNITY OUTREACH $575”

Other Expenses.5

“OPERATING EXPENSE $453”

Other Expenses.6

“FILING FEES $25”

Raw XML Appendix173 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER GERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA NGUYEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CATHERINE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIRGINIA HOADLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STACY LOGUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive vp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Fin Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027944
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORSHIP OF FAMILY ACTIVITIES TO BUILD SCHOOL AND COMMUNITY SPIRIT. DEVELOPMENT OF STUDENT PROGRAMS TO PROMOTE HEALTH, SAFETY, AND EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023341
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt010730
IRS990EZ/SpecialEventsNetIncomeLossAmt06230
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07134
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061566
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016960
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025519
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt028079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt083476
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08742
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08742
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010730
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL PROGRAMS $21741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COUNCIL DUES AND SUPPORT $3260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHOLARSHIPS $1025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY OUTREACH $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OPERATING EXPENSE $453
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FILING FEES $25
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA NGUYEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive vp
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON MIDDLE SCHOOL PTSA
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0956204360
ReturnHeader/Filer/USAddress/AddressLine1Txt021717 TALISMAN
ReturnHeader/Filer/USAddress/CityNm0TORRANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954557881
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/ReturnTs02024-11-14T09:50:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,743
Liabilities
-
Net assets
$10,743
Revenue
$21,784
Expenses
$28,068
Net income
-$6,284
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