Civic Intelligence

Pleasant Valley Middle School PTO Inc

990EZ • Fiscal year 2019 • EIN 23-1667654

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 22, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,820

Up $1,259 (+35%) from 2018

Net Assets

Up

$4,820

Up $1,259 (+35%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$8,151

Up $2,033 (+33%) from 2018

Expenses

Down

$6,892

Down $1,863 (-21%) from 2018

Net Income

Up

$1,259

Up $3,896 (+148%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2019

Assets$4,820
Liabilities-
Net Assets$4,820
Open 2019 Filing

Operations Trend

Revenue Growth80th 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

2019

Revenue$8,151
Expenses$6,892
Net Income$1,259
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 22, 2019
Return Version
2018v3.1
Gross Receipts
$20,239
Mission and Program Overview

Mission

Promote welfare and education of children in school and community

Program Services

DescriptionGrantsExpenses
STUDENT TEACHER FUNCTIONS$0$6,048
FIELD DAY$0$589
STUDENT ASSIGNMENT BOOKS$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Latasha BurgosPresident-$0--
ANNETTE MURPHYVice 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
2019-11-22
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 0.”

Form 990EZ, Part I, Line 16

“ASSIGNMENT BOOKS 0.”

Form 990EZ, Part I, Line 16

“Student teacher programs 6048.”

Form 990EZ, Part I, Line 16

“FIELD DAY/PICNIC 589.”

Form 990EZ, Part I, Line 16

“Bank fees & checks ordered 55.”

Raw XML Appendix177 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/BOYAmt03561
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04820
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01259
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03561
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04820
IRS990EZ/FundraisingGrossIncomeAmt020239
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt020239
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03561
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04820
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03561
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04820
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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/PersonNm0Latasha Burgos
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNETTE MURPHY
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/OtherExpensesTotalAmt06692
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE WELFARE AND EDUCATION OF CHILDREN IN SCHOOL AND COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FIELD DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT ASSIGNMENT BOOKS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2STUDENT TEACHER FUNCTIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0589
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26048
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012088
IRS990EZ/SpecialEventsNetIncomeLossAmt08151
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06892
IRS990EZ/TotalProgramServiceExpensesAmt06637
IRS990EZ/TotalRevenueAmt08151
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt023193
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt022262
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt045455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt045455
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022262
IRS990ScheduleA/Total509Grp/TotalAmt045455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt045455
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 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ASSIGNMENT BOOKS 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STUDENT TEACHER PROGRAMS 6048.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD DAY/PICNIC 589.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES & CHECKS ORDERED 55.
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/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704021000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-22
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/AtSubmissionCreationDeviceId077E5FB6E9D821B7DA0C1C529033844FE09EA1E27
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077E5FB6E9D821B7DA0C1C529033844FE09EA1E27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.102.214.162
ReturnHeader/FilingSecurityInformation/IPDt02019-11-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:18:35
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/PreparationDt02019-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDY M STEARNS EA
ReturnHeader/ReturnTs02019-11-26T10:18:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,820
Liabilities
-
Net assets
$4,820
Revenue
$8,151
Expenses
$6,892
Net income
$1,259
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