Civic Intelligence

Pleasant Valley Middle School PTO Inc

990EZ • Fiscal year 2023 • EIN 23-1667654

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 03, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

98th percentile

431%

Faster asset growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

898%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$7,198

Up $5,843 (+431%) from 2022

Net Assets

Up

$7,198

Up $5,843 (+431%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$11,128

Up $10,013 (+898%) from 2022

Expenses

Down

$5,285

Down $863 (-14%) from 2022

Net Income

Up

$5,843

Up $10,876 (+216%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$7,198
Liabilities-
Net Assets$7,198
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$11,128
Expenses$5,285
Net Income$5,843
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 3, 2023
Return Version
2022v5.0
Gross Receipts
$23,129
Mission and Program Overview

Mission

Promote welfare and education of children in school and community

Program Services

DescriptionGrantsExpenses
FIELD DAY$0$500
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHANNA RUSSPresident-$0--
KERN ALIEVice President-$0--
DANIELLE SERFASSSecretary-$0--
ANNETTE MURPHYTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Events$23,032$23,032$12,001$11,031
Total Events$23,032$23,032$12,001$11,031
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
Annette Murphy
Title
Treasurer
Phone
5704021000
Signed
2023-10-03
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 82.”

Form 990EZ, Part I, Line 8

“OTHER REVENUE 15.”

Form 990EZ, Part I, Line 16

“Teacher appreciation 1374.”

Form 990EZ, Part I, Line 16

“Student appreciation 3706.”

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/BOYAmt01355
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07198
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05843
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0205
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01355
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07198
IRS990EZ/FundraisingGrossIncomeAmt023032
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt023129
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01355
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07198
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01355
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07198
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/PersonNm1KERN ALIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DANIELLE SERFASS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANNETTE MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05080
IRS990EZ/OtherRevenueTotalAmt097
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012001
IRS990EZ/SpecialEventsNetIncomeLossAmt011031
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05285
IRS990EZ/TotalProgramServiceExpensesAmt0500
IRS990EZ/TotalRevenueAmt011128
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04884
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05956
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08151
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021203
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt021203
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04884
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08151
IRS990ScheduleA/Total509Grp/TotalAmt021203
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021203
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012001
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0VARIOUS EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023032
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023032
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt011031
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012001
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012001
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 82.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER REVENUE 15.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TEACHER APPRECIATION 1374.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STUDENT APPRECIATION 3706.
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 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNETTE MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05704021000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
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/PreparationDt02023-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDY M STEARNS EA
ReturnHeader/ReturnTs02023-10-09T13:50:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNETTE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,198
Liabilities
-
Net assets
$7,198
Revenue
$11,128
Expenses
$5,285
Net income
$5,843
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