Civic Intelligence

Perkiomen Valley Education Assoc

990EZ • Fiscal year 2021 • EIN 23-2031778

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 07, 2022

Organization ProfileN/A
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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

22nd percentile

-4.4%

Higher net margin than 22% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$7,961

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2021 filings • 501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

24th percentile

-2.9%

Faster asset growth than 24% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$79,374

Down $2,333 (-2.9%) from 2020

Net Assets

Down

$79,374

Down $2,333 (-2.9%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin22nd percentile

Revenue

Down

$53,489

Down $7,687 (-13%) from 2020

Expenses

Up

$55,822

Up $3,817 (+7.3%) from 2020

Net Income

Down

-$2,333

Down $11,504 (-125%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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: $78,696Liabilities 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

2021

Assets$79,374
Liabilities-
Net Assets$79,374
Open 2021 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 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

2021

Revenue$53,489
Expenses$55,822
Net Income-$2,333
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 7, 2022
Return Version
2020v4.0
Gross Receipts
$53,489
Mission and Program Overview

Mission

To further education in the perkiomen valley education area

Program Services

DescriptionGrantsExpenses
AWARDS AND DONATIONS-$55,082
CONVENTIONS, MEETINGS AND WORKSHOPS--
AWARDS AND DONATIONS--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MCGILLPresidentPT$7,961-$7,961
CHARLES CLELLANDVice Preside-$3,748-$3,748
SHANNON MCCLOSKYVice Preside-$3,748-$3,748
NANCY WOODROWTreasurer-$3,280-$3,280
MELISSA KASHEYSecretary-$3,280-$3,280
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
2022-01-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 346 information technology 1,443 member recruitment 140 retiree gifts 600 total 2,529”

Form 990-ez, Part III, Line 31

“AWARDS AND DONATIONS”

Raw XML Appendix110 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM MCGILL
CompensationExplanation/CompensationExplanationGrp/PersonNm1CHARLES CLELLAND
CompensationExplanation/CompensationExplanationGrp/PersonNm2SHANNON MCCLOSKY
CompensationExplanation/CompensationExplanationGrp/PersonNm3NANCY WOODROW
CompensationExplanation/CompensationExplanationGrp/PersonNm4MELISSA KASHEY
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/BOYAmt081707
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079374
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt053424
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2333
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt053293
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt081707
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079374
IRS990EZ/GrossReceiptsAmt053489
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt065
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt081707
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079374
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt081707
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079374
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt33280
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt43280
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/OtherExpensesTotalAmt02529
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/ProgramServiceExpensesAmt055082
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055822
IRS990EZ/TotalProgramServiceExpensesAmt055082
IRS990EZ/TotalRevenueAmt053489
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 346 INFORMATION TECHNOLOGY 1,443 MEMBER RECRUITMENT 140 RETIREE GIFTS 600 TOTAL 2,529
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/SignatureDt02022-01-07
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/PreparationDt02022-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED COHEN
ReturnHeader/ReturnTs02022-01-07T13:35:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGILL
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,374
Liabilities
-
Net assets
$79,374
Revenue
$53,489
Expenses
$55,822
Net income
-$2,333
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
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