Civic Intelligence

Perkiomen Valley Education Assoc

990EZ • Fiscal year 2020 • EIN 23-2031778

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 28, 2020

426 Dartmoor RoadSchwenksville, PA 19473

(484) 321-1282

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

60th percentile

15%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Top Officer Pay

74th percentile

$7,748

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2020 filings • 501(c)5 • <$500k nonprofits • Source year 2020

Asset Growth

62nd percentile

13%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

89th percentile

16%

Faster revenue growth than 89% of similar nonprofits.

2020 filings • 501(c)5 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$81,707

Up $9,171 (+13%) from 2019

Net Assets

Up

$81,707

Up $9,171 (+13%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$61,176

Up $8,656 (+16%) from 2019

Expenses

Up

$52,005

Up $200 (+0.4%) from 2019

Net Income

Up

$9,171

Up $8,456 (+1183%) from 2019

Historical Trend

Balance Sheet Trend

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: $78,696Liabilities 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

2020

Assets$81,707
Liabilities-
Net Assets$81,707

Operations Trend

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 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

2020

Revenue$61,176
Expenses$52,005
Net Income$9,171
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 28, 2020
Return Version
2019v5.0
Gross Receipts
$61,176
Mission and Program Overview

Mission

To further education in the perkiomen valley education area

Program Services

DescriptionGrantsExpenses
CONVENTIONS, MEETINGS AND WORKSHOPS-$11,523
AWARDS AND DONATIONS-$1,028
AWARDS AND DONATIONS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MCGILLPresidentPT$7,748-$7,748
CHARLES CLELLANDVice Preside-$3,651-$3,651
SHANNON MCCLOSKYVice Preside-$3,651-$3,651
NANCY WOODROWTreasurer-$3,196-$3,196
MELISSA KASHEYSecretary-$3,196-$3,196
Filing and Contact Details

Filer

Filer Name
Perkiomen Valley Education Assoc
EIN
23-2031778
Phone
4843211282
Address
426 DARTMOOR ROAD, SCHWENKSVILLE, PA 19473

Signing Officer

Name
William Mcgill
Title
President
Phone
4843211282
Signed
2020-12-28
Discuss with paid preparer
Yes

Preparer

Firm
Cohen Engel & Co Inc
Address
261 OLD YORK ROAD - SUITE 615, JENKINTOWN, PA 19046-3718
Preparer
Gerald L Albert
Phone
2158861150
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses conferences 11,523 arbitrations 28 donations & tributes 1,000 stipends 36,027 office & technology 1,949 accounting 1,100 member recruitment 378 total 52,005

Form 990-ez, Part III, Line 31

AWARDS AND DONATIONS

Raw XML Appendix103 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 WOODROW
IRS990EZ/BooksInCareOfDetail/PhoneNum06102870632
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0426 DARTMMOR ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCHWENKSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019473
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072536
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081707
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt061074
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09171
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072536
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081707
IRS990EZ/GrossReceiptsAmt061176
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0102
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072536
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081707
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072536
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081707
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23651
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33196
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43196
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM MCGILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHARLES CLELLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANNON MCCLOSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY WOODROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA KASHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052005
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER EDUCATION IN THE PERKIOMEN VALLEY EDUCATION AREA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONVENTIONS, MEETINGS AND WORKSHOPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AWARDS AND DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2AWARDS AND DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011523
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11028
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052005
IRS990EZ/TotalProgramServiceExpensesAmt012551
IRS990EZ/TotalRevenueAmt061176
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES 11,523 ARBITRATIONS 28 DONATIONS & TRIBUTES 1,000 STIPENDS 36,027 OFFICE & TECHNOLOGY 1,949 ACCOUNTING 1,100 MEMBER RECRUITMENT 378 TOTAL 52,005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AWARDS AND DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MCGILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04843211282
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERKIOMEN VALLEY EDUCATION ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0PERK
ReturnHeader/Filer/EIN0232031778
ReturnHeader/Filer/PhoneNum04843211282
ReturnHeader/Filer/USAddress/AddressLine1Txt0426 DARTMOOR ROAD
ReturnHeader/Filer/USAddress/CityNm0SCHWENKSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019473
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232866384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHEN ENGEL & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 OLD YORK ROAD - SUITE 615
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190463718
ReturnHeader/PreparerPersonGrp/PhoneNum02158861150
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD L ALBERT
ReturnHeader/ReturnTs02021-01-04T10:14:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
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