Civic Intelligence

Pleasant Valley Middle School PTO Inc

990EZ • Fiscal year 2017 • EIN 23-1667654

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 04, 2018

Organization ProfileN/A
2233 Route 115Brodheadsville, PA 18322

(570) 402-1000

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

67th percentile

12%

Higher net margin than 67% 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

68th percentile

16%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$6,198

Up $853 (+16%) from 2016

Net Assets

Up

$6,198

Up $853 (+16%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$6,970

Down $10,948 (-61%) from 2016

Expenses

Down

$6,117

Down $8,263 (-57%) from 2016

Net Income

Down

$853

Down $2,685 (-76%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2017

Assets$6,198
Liabilities-
Net Assets$6,198
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$6,970
Expenses$6,117
Net Income$853
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 4, 2018
Return Version
2016v3.0
Gross Receipts
$17,304
Mission and Program Overview

Mission

Promote welfare and education of children in school and community

Program Services

DescriptionGrantsExpenses
STUDENT ASSIGNMENT BOOKS-$1,400
STUDENT TEACHER FUNCTIONS-$535
STUDENT ACTION - CLASS OF 2018 & 2019--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LATASHA BURGOSPresident-$0--
CHRISTINE EARNHARDTVice President-$0--
NONESecretary-$0--
JENNIFER CARRTreasurer-$0--
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
Jennifer Carr
Title
Treasurer
Phone
5704021000
Signed
2018-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Stearns & Company Accounting & Tax S
Address
970 SILVER SPRING BLVD, Kunkletown, PA 18052
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

“Grocery store receipts program 475.”

Form 990EZ, Part I, Line 16

“ASSIGNMENT BOOKS 1400.”

Form 990EZ, Part I, Line 16

“BASKET ACTION 1053.”

Form 990EZ, Part I, Line 16

“Student teacher programs 785.”

Form 990EZ, Part I, Line 16

“ACCOUNTING FEES 200.”

Form 990EZ, Part I, Line 16

“FIELD DAY/PICNIC 2679.”

Raw XML Appendix160 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/BOYAmt05345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt02795
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0853
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05345
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06198
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt015521
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1487
IRS990EZ/GrossReceiptsAmt017304
IRS990EZ/GrossSalesOfInventoryAmt01308
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06198
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/PersonNm0LATASHA BURGOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTINE EARNHARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER CARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06117
IRS990EZ/OtherRevenueTotalAmt0475
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE WELFARE AND EDUCATION OF CHILDREN IN SCHOOL AND COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT ACTION - CLASS OF 2018 & 2019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT ASSIGNMENT BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT TEACHER FUNCTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1535
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt07539
IRS990EZ/SpecialEventsNetIncomeLossAmt07982
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06117
IRS990EZ/TotalProgramServiceExpensesAmt01935
IRS990EZ/TotalRevenueAmt06970
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt023193
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt022262
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt012102
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt013463
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt071020
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt071020
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt023193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022262
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012102
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013463
IRS990ScheduleA/Total509Grp/TotalAmt071020
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt071020
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
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/ExplanationTxt3GROCERY STORE RECEIPTS PROGRAM 475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSIGNMENT BOOKS 1400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BASKET ACTION 1053.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT TEACHER PROGRAMS 785.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACCOUNTING FEES 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FIELD DAY/PICNIC 2679.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704021000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BC34C16087115A0BF32695CA405698C9EB22ADF8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077E5FB6E9D821B7DA0C1C529033844FE09EA1E27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.102.216.130
ReturnHeader/FilingSecurityInformation/IPDt02018-03-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:38:18
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stearns & Company Accounting & Tax S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0970 SILVER SPRING BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kunkletown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018052
ReturnHeader/PreparerPersonGrp/PhoneNum06106818301
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDY M STEARNS EA
ReturnHeader/ReturnTs02018-03-05T17:38:31-08:00
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
$6,198
Liabilities
-
Net assets
$6,198
Revenue
$6,970
Expenses
$6,117
Net income
$853
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