Civic Intelligence

Perkiomen Valley Middle School East Home & School Association

EIN 02-0740414 • 501(c)3 • Collegeville, PA

Profile

provide support for middle school students

100 Kagey RoadCollegeville, PA 19426

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

42nd percentile

-1.0%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.3%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

27th percentile

-30%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$26,330

Down $90 (-0.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$26,330

Down $90 (-0.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin42nd percentile

Revenue

Down

$8,779

Down $3,712 (-30%) from 2024

Expenses

Down

$8,869

Down $5,590 (-39%) from 2024

Net Income

Up

-$90

Up $1,878 (+95%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2012: $35,763Liabilities 2012: $02012Assets 2013: $41,958Liabilities 2013: $0Net Assets 2013: $41,9582013Assets 2014: $35,123Liabilities 2014: $0Net Assets 2014: $35,1232014Assets 2015: $42,026Liabilities 2015: $0Net Assets 2015: $42,0262015Assets 2016: $41,899Liabilities 2016: $0Net Assets 2016: $41,8992016Assets 2017: $29,311Liabilities 2017: $0Net Assets 2017: $29,3112017Assets 2018: $36,616Liabilities 2018: $0Net Assets 2018: $36,6162018Assets 2019: $31,634Liabilities 2019: $0Net Assets 2019: $31,6342019Assets 2020: $30,558Liabilities 2020: $0Net Assets 2020: $30,5582020Assets 2021: $28,774Liabilities 2021: $0Net Assets 2021: $28,7742021Assets 2022: $29,127Liabilities 2022: $0Net Assets 2022: $29,1272022Assets 2023: $28,388Liabilities 2023: $0Net Assets 2023: $28,3882023Assets 2024: $26,420Net Assets 2024: $26,4202024Assets 2025: $26,330Net Assets 2025: $26,3302025

Highlighted filing

2025

Assets$26,330
Liabilities-
Net Assets$26,330
Open 2025 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KRevenue 2012: $21,558Expenses 2012: $21,818Net Income 2012: -$2602012Revenue 2013: $16,751Expenses 2013: $10,556Net Income 2013: $6,1952013Revenue 2014: $12,960Expenses 2014: $19,795Net Income 2014: -$6,8352014Revenue 2015: $18,668Expenses 2015: $11,765Net Income 2015: $6,9032015Revenue 2016: $12,430Expenses 2016: $12,557Net Income 2016: -$1272016Revenue 2017: $18,158Expenses 2017: $31,626Net Income 2017: -$13,4682017Revenue 2018: $15,881Expenses 2018: $8,576Net Income 2018: $7,3052018Revenue 2019: $13,680Expenses 2019: $18,662Net Income 2019: -$4,9822019Revenue 2020: $7,435Expenses 2020: $8,511Net Income 2020: -$1,0762020Revenue 2021: $3,608Expenses 2021: $5,392Net Income 2021: -$1,7842021Revenue 2022: $9,847Expenses 2022: $9,494Net Income 2022: $3532022Revenue 2023: $13,781Expenses 2023: $14,520Net Income 2023: -$7392023Revenue 2024: $12,491Expenses 2024: $14,459Net Income 2024: -$1,9682024Revenue 2025: $8,779Expenses 2025: $8,869Net Income 2025: -$902025

Highlighted filing

2025

Revenue$8,779
Expenses$8,869
Net Income-$90
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,330
Liabilities
-
Net assets
$26,330
Revenue
$8,779
Expenses
$8,869
Net income
-$90
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.3$26.3$8.78$8.87$0.09
2024Detailed filing. Detailed filing data is available for this year.$26.4$26.4$12.5$14.5$1.97
2023Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$13.8$14.5$0.74
2022Detailed filing. Detailed filing data is available for this year.$29.1$0.00$29.1$9.85$9.49$0.35
2021Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$3.61$5.39$1.78
2020Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$7.44$8.51$1.08
2019Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$13.7$18.7$4.98
2018Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$15.9$8.58$7.31
2017Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$18.2$31.6$13.5
2016Detailed filing. Detailed filing data is available for this year.$41.9$0.00$41.9$12.4$12.6$0.13
2015Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$18.7$11.8$6.90
2014Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$13.0$19.8$6.84
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.0$0.00$42.0$16.8$10.6$6.20
2012Summary only. Only limited summary data is available for this year.$35.8$0.00$21.6$21.8$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$14,275
Mission and Program Overview

Mission

provide support for middle school students

Program Services

DescriptionGrantsExpenses
Various fund raising activities which foster and promote the educational development of the middle school students--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg LiddleCo PresidentPT$0--
Valene ZogorskiCo PresidentPT$0--
Brian DonahueCo TreasurerPT$0--
Jacquelyn GallagherCo TreasurerPT$0--
Lauren BruzekSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Clash of the Classes$7,768$7,768$615$7,153
Bingo Night$2,248$2,248$1,688$560
Total Events$14,270$14,270$5,496$8,774
Filing and Contact Details

Filer

Filer Name
Perkiomen Valley Middle School East Home & School Association
EIN
02-0740414
Address
100 Kagey Road, Collegeville, PA 19426

Signing Officer

Name
Jacquelyn Gallagher
Title
Treasurer
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Trout James & Associates PC
Address
168 W Ridge Pike Suite 125, Limerick, PA 19468
Preparer
Scott R Trout CPA
Phone
6104893200
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Teacher Appreciation Week 1,691”

Form 990-EZ, Part I, Line 16, Other Expenses

“Staff Appreciation 1,090”

Form 990-EZ, Part I, Line 16, Other Expenses

“Community Needs 1,138”

Form 990-EZ, Part I, Line 16, Other Expenses

“Student programs, field trips 4,103”

Form 990-EZ, Part I, Line 16, Other Expenses

“Software apps 47”

Form 990-EZ, Part I, Line 16, Other Expenses

“Professional fees 400”

Raw XML Appendix166 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/PersonNm0Perkiomen Valley Middle School East
IRS990EZ/BooksInCareOfDetail/PhoneNum06104098580
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 Kagey Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Collegeville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026420
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-90
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026420
IRS990EZ/Form990TotalAssetsGrp/EOYAmt026330
IRS990EZ/FundraisingGrossIncomeAmt014270
IRS990EZ/GrossReceiptsAmt014275
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026420
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026420
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Liddle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Valene Zogorski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brian Donahue
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacquelyn Gallagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lauren Bruzek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08469
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0provide support for middle school students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various fund raising activities which foster and promote the educational development of the middle school students
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05496
IRS990EZ/SpecialEventsNetIncomeLossAmt08774
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt08869
IRS990EZ/TotalRevenueAmt08779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03285
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077515
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt077515
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024577
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03285
IRS990ScheduleA/Total509Grp/TotalAmt077515
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025536
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03285
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt077515
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05496
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Clash of the Classes
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Bingo Night
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt04254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014270
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt02248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt04254
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014270
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08774
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03193
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05496
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0615
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01688
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Teacher Appreciation Week 1,691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Staff Appreciation 1,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Needs 1,138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Student programs, field trips 4,103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Software apps 47
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional fees 400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacquelyn Gallagher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Perkiomen Valley Middle School East Home & School Association
ReturnHeader/Filer/BusinessNameControlTxt0PERK
ReturnHeader/Filer/EIN0020740414
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 Kagey Road
ReturnHeader/Filer/USAddress/CityNm0Collegeville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019426
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752974308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Trout James & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0168 W Ridge Pike Suite 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Limerick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019468
ReturnHeader/PreparerPersonGrp/PhoneNum06104893200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott R Trout CPA
ReturnHeader/ReturnTs02025-11-19T12:19:58-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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