Civic Intelligence

Perkiomen Valley Education Assoc

990EZ • Fiscal year 2017 • EIN 23-2031778

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 05, 2018

Organization ProfileN/A
426 Dartmoor RoadSchwenksville, PA 19473

(610) 287-0632

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

6th percentile

-32%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

66th percentile

$5,232

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-9.7%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$78,696

Flat from 2017

Net Assets

$78,696

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Flat

$41,884

Flat from 2017

Expenses

Flat

$55,209

Flat from 2017

Net Income

Flat

-$13,325

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$150K$100K$50K$0Assets 2011: $113,212Liabilities 2011: $02011Assets 2012: $122,819Net Assets 2012: $122,8192012Assets 2013: $119,386Net Assets 2013: $119,3862013Assets 2014: $115,751Net Assets 2014: $115,7512014Assets 2015: $106,263Liabilities 2015: $02015Assets 2016: $92,021Net Assets 2016: $92,0212016Assets 2017: $78,696Net Assets 2017: $78,6962017Assets 2017: $78,696Liabilities 2017: $02017Assets 2018: $71,821Net Assets 2018: $71,8212018Assets 2019: $72,536Net Assets 2019: $72,5362019Assets 2020: $81,707Net Assets 2020: $81,7072020Assets 2021: $79,374Net Assets 2021: $79,3742021Assets 2022: $77,885Net Assets 2022: $77,8852022Assets 2023: $81,573Liabilities 2023: $02023Assets 2024: $84,112Liabilities 2024: $02024Assets 2025: $85,648Net Assets 2025: $85,6482025

Highlighted filing

2017

Assets$78,696
Liabilities-
Net Assets$78,696
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $49,296Expenses 2011: $59,305Net Income 2011: -$10,0092011Revenue 2012: $50,709Expenses 2012: $41,102Net Income 2012: $9,6072012Revenue 2013: $47,967Expenses 2013: $51,400Net Income 2013: -$3,4332013Revenue 2014: $53,239Expenses 2014: $56,874Net Income 2014: -$3,6352014Revenue 2015: $46,761Expenses 2015: $56,249Net Income 2015: -$9,4882015Revenue 2016: $46,375Expenses 2016: $60,617Net Income 2016: -$14,2422016Revenue 2017: $41,884Expenses 2017: $55,209Net Income 2017: -$13,3252017Revenue 2017: $41,884Expenses 2017: $55,209Net Income 2017: -$13,3252017Revenue 2018: $38,410Expenses 2018: $45,285Net Income 2018: -$6,8752018Revenue 2019: $52,520Expenses 2019: $51,805Net Income 2019: $7152019Revenue 2020: $61,176Expenses 2020: $52,005Net Income 2020: $9,1712020Revenue 2021: $53,489Expenses 2021: $55,822Net Income 2021: -$2,3332021Revenue 2022: $58,154Expenses 2022: $59,643Net Income 2022: -$1,4892022Revenue 2023: $61,428Expenses 2023: $57,740Net Income 2023: $3,6882023Revenue 2024: $60,953Expenses 2024: $58,414Net Income 2024: $2,5392024Revenue 2025: $66,492Expenses 2025: $64,856Net Income 2025: $1,6362025

Highlighted filing

2017

Revenue$41,884
Expenses$55,209
Net Income-$13,325
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 5, 2018
Return Version
2016v3.0
Gross Receipts
$41,884
Mission and Program Overview

Mission

To further education in the perkiomen valley education area

Furthering education in Perkiomen Valley District

Program Services

DescriptionGrantsExpenses
Federal, state & local conventions$15,092-
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM McGILLPresidentPT$5,232-$5,232
KEN MCCAFFERTYVice President-$3,486-$3,486
TRACEY H OROXOMVice President-$3,486-$3,486
NANCY E WOODROWTreasurer-$3,050-$3,050
MELISSA KASHEYSecretary-$3,050-$3,050
Filing and Contact Details

Filer

Filer Name
Perkiomen Valley Education Assoc
EIN
23-2031778
Phone
6102870632
Address
426 DARTMOOR ROAD, SCHWENKSVILLE, PA 19473

Signing Officer

Name
WILLIAM McGILL
Title
President
Signed
2018-01-05
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Engel & Co
Address
261 OLD YORK ROAD - SUITE 615, JENKINTOWN, PA 19046
Preparer
Gerald L Albert
Phone
2158861150
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $494”

Other Expenses.1003

“Information Technology $2477”

Other Expenses.1007

“Conferences, Conventions, and Meetings $14178”

Other Expenses.1

“PUBLIC RELATIONS $2771”

Other Expenses.2

“AWARDS $2000”

Other Expenses.3

“Member recruitment $446”

Raw XML Appendix115 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/PersonNm0NANCY E WOODROW
IRS990EZ/BooksInCareOfDetail/PhoneNum06102870632
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0426 DARTMOOR ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCHWENKSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019473
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092021
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt078696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13325
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0900
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092021
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078696
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt041884
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0110
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041774
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092021
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092021
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05232
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23486
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM McGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN MCCAFFERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACEY H OROXOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY E WOODROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA KASHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt022366
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Furthering education in Perkiomen Valley District
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Federal, state & local conventions
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt031943
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055209
IRS990EZ/TotalProgramServiceExpensesAmt015092
IRS990EZ/TotalRevenueAmt041884
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $2477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $14178
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PUBLIC RELATIONS $2771
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Member recruitment $446
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM McGILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERKIOMEN VALLEY EDUCATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0PERK
ReturnHeader/Filer/EIN0232031778
ReturnHeader/Filer/PhoneNum06102870632
ReturnHeader/Filer/USAddress/AddressLine1Txt0426 DARTMOOR ROAD
ReturnHeader/Filer/USAddress/CityNm0SCHWENKSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN ENGEL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 OLD YORK ROAD - SUITE 615
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158861150
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L ALBERT
ReturnHeader/ReturnTs02018-01-05T06:25:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
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
$78,696
Liabilities
-
Net assets
$78,696
Revenue
$41,884
Expenses
$55,209
Net income
-$13,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.66$0.65$0.02
2024Summary only. Only limited summary data is available for this year.$0.84$0.00$0.61$0.58$0.03
2023Summary only. Only limited summary data is available for this year.$0.82$0.00$0.61$0.58$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.78$0.58$0.60$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.53$0.56$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.82$0.61$0.52$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.53$0.52$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.72$0.38$0.45$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.79$0.42$0.55$0.13
2017Summary only. Only limited summary data is available for this year.$0.79$0.00$0.42$0.55$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.92$0.46$0.61$0.14
2015Summary only. Only limited summary data is available for this year.$1.06$0.00$0.47$0.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.53$0.57$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$1.19$0.48$0.51$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$1.23$0.51$0.41$0.10
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.49$0.59$0.10