Civic Intelligence

Pleasant Valley Middle School PTO

EIN 23-1667654 • 501(c)3 • Brodheadsville, PA

Profile

Promote welfare and education of children in school and community

2233 Route 115Brodheadsville, PA 18322

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

55th percentile

4.1%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

22nd percentile

-36%

Faster revenue growth than 22% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$7,495

Up $297 (+4.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$7,495

Up $297 (+4.1%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin55th percentile

Revenue

Down

$7,173

Down $3,955 (-36%) from 2023

Expenses

Up

$6,876

Up $1,591 (+30%) from 2023

Net Income

Down

$297

Down $5,546 (-95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $3,613Liabilities 2011: $0Net Assets 2011: $3,6132011Assets 2016: $5,345Net Assets 2016: $5,3452016Assets 2017: $6,198Net Assets 2017: $6,1982017Assets 2018: $3,561Net Assets 2018: $3,5612018Assets 2019: $4,820Net Assets 2019: $4,8202019Assets 2020: $6,341Net Assets 2020: $6,3412020Assets 2021: $6,388Net Assets 2021: $6,3882021Assets 2022: $1,355Net Assets 2022: $1,3552022Assets 2023: $7,198Net Assets 2023: $7,1982023Assets 2024: $7,495Net Assets 2024: $7,4952024

Highlighted filing

2024

Assets$7,495
Liabilities-
Net Assets$7,495
Open 2024 Filing

Operations Trend

Revenue Growth22nd percentile

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

$20K$10K$0-$10KRevenue 2011: $6,080Expenses 2011: $8,108Net Income 2011: -$2,0282011Revenue 2016: $17,918Expenses 2016: $14,380Net Income 2016: $3,5382016Revenue 2017: $6,970Expenses 2017: $6,117Net Income 2017: $8532017Revenue 2018: $6,118Expenses 2018: $8,755Net Income 2018: -$2,6372018Revenue 2019: $8,151Expenses 2019: $6,892Net Income 2019: $1,2592019Revenue 2020: $5,956Expenses 2020: $4,435Net Income 2020: $1,5212020Revenue 2021: $2,212Expenses 2021: $2,165Net Income 2021: $472021Revenue 2022: $1,115Expenses 2022: $6,148Net Income 2022: -$5,0332022Revenue 2023: $11,128Expenses 2023: $5,285Net Income 2023: $5,8432023Revenue 2024: $7,173Expenses 2024: $6,876Net Income 2024: $2972024

Highlighted filing

2024

Revenue$7,173
Expenses$6,876
Net Income$297
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,495
Liabilities
-
Net assets
$7,495
Revenue
$7,173
Expenses
$6,876
Net income
$297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.50$7.50$7.17$6.88$0.30
2023Detailed filing. Detailed filing data is available for this year.$7.20$7.20$11.1$5.29$5.84
2022Detailed filing. Detailed filing data is available for this year.$1.36$1.36$1.12$6.15$5.03
2021Detailed filing. Detailed filing data is available for this year.$6.39$6.39$2.21$2.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.34$6.34$5.96$4.44$1.52
2019Detailed filing. Detailed filing data is available for this year.$4.82$4.82$8.15$6.89$1.26
2018Detailed filing. Detailed filing data is available for this year.$3.56$3.56$6.12$8.76$2.64
2017Detailed filing. Detailed filing data is available for this year.$6.20$6.20$6.97$6.12$0.85
2016Detailed filing. Detailed filing data is available for this year.$5.35$5.35$17.9$14.4$3.54
2011Summary only. Only limited summary data is available for this year.$3.61$0.00$3.61$6.08$8.11$2.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 19, 2024
Return Version
2023v5.1
Gross Receipts
$20,284
Mission and Program Overview

Mission

Promote welfare and education of children in school and community

Program Services

DescriptionGrantsExpenses
FIELD DAY$0$1,557
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHANNA RUSSPresident-$0--
DANIELLE SERFASSVice President-$0--
ASHLEIGH LANDISSecretary-$0--
ANGELA SCHWARTZTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events----
Filing and Contact Details

Filer

Filer Name
Pleasant Valley Middle School Pto
EIN
23-1667654
Phone
5704021000
Address
2233 ROUTE 115, BRODHEADSVILLE, PA 18322

Signing Officer

Name
Angela Schwartz
Title
Treasurer
Phone
5704021000
Signed
2024-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Stearns & Company Accounting & Tax Services
Address
970 SILVER SPRING BLVD, Kunkletown, PA 18058
Preparer
Kandy M Stearns Ea
Phone
6106818301
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

“Elections at general session of pto board meetings and approved by principal”

Pt VI, Line 11B

“Scheduled meeting of officers to review final prepared tax return”

Pt VI, Line 19

“Upon request at scheduled pto board meetings”

Form 990EZ, Part I, Line 8

“BOX TOPS PROGRAMS 22.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 490.”

Form 990EZ, Part I, Line 16

“Student appreciation 4062.”

Form 990EZ, Part I, Line 16

“BOND INSURANCE 879.”

Form 990EZ, Part I, Line 16

“Administrative supplies 1153.”

Raw XML Appendix164 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/PersonNm0MIDDLE SCHOOL FILES
IRS990EZ/BooksInCareOfDetail/PhoneNum05704021000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02233 ROUTE 115
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRODHEADSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018322
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07198
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07495
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0297
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0210
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07198
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07495
IRS990EZ/FundraisingGrossIncomeAmt020262
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020284
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07198
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07495
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07198
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07495
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHANNA RUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIELLE SERFASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ASHLEIGH LANDIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06584
IRS990EZ/OtherRevenueTotalAmt022
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE WELFARE AND EDUCATION OF CHILDREN IN SCHOOL AND COMMUNITY
IRS990EZ/PrintingPublicationsPostageAmt082
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01557
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013111
IRS990EZ/SpecialEventsNetIncomeLossAmt07151
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06876
IRS990EZ/TotalProgramServiceExpensesAmt01557
IRS990EZ/TotalRevenueAmt07173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013052
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt013052
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05956
IRS990ScheduleA/Total509Grp/TotalAmt013052
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013052
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTIONS AT GENERAL SESSION OF PTO BOARD MEETINGS AND APPROVED BY PRINCIPAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHEDULED MEETING OF OFFICERS TO REVIEW FINAL PREPARED TAX RETURN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST AT SCHEDULED PTO BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOX TOPS PROGRAMS 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER APPRECIATION 490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STUDENT APPRECIATION 4062.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOND INSURANCE 879.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE SUPPLIES 1153.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704021000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANT VALLEY MIDDLE SCHOOL PTO
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0231667654
ReturnHeader/Filer/PhoneNum05704021000
ReturnHeader/Filer/USAddress/AddressLine1Txt02233 ROUTE 115
ReturnHeader/Filer/USAddress/CityNm0BRODHEADSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018322
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813688359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stearns & Company Accounting & Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0970 SILVER SPRING BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kunkletown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018058
ReturnHeader/PreparerPersonGrp/PhoneNum06106818301
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDY M STEARNS EA
ReturnHeader/ReturnTs02024-08-23T10:56:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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