Civic Intelligence

Perkiomen Valley Education Assoc

990EZ • Fiscal year 2023 • EIN 23-2031778

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 15, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

56th percentile

6.0%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

5.6%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$81,573

Flat from 2023

Net Assets

$81,573

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$61,428

Flat from 2023

Expenses

Flat

$57,740

Flat from 2023

Net Income

Flat

$3,688

Flat from 2023

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: $81,573Net Assets 2023: $81,5732023Assets 2023: $81,573Liabilities 2023: $02023Assets 2024: $84,112Liabilities 2024: $02024Assets 2025: $85,648Net Assets 2025: $85,6482025

Highlighted filing

2023

Assets$81,573
Liabilities-
Net Assets$81,573

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 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

2023

Revenue$61,428
Expenses$57,740
Net Income$3,688
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Gross Receipts
$61,428
Mission and Program Overview

Mission

To further education in the perkiomen valley education area

Program Services

DescriptionGrantsExpenses
AWARDS AND DONATIONS-$2,000
CONVENTIONS, MEETINGS AND WORKSHOPS-$1,377
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM MCGILLPresident-$0--
CHARLES CLELLANDVice Preside-$0--
SHANNON MCCLOSKYVice Preside-$0--
NANCY WOODROWTreasurer-$0--
MELISSA KASHEYSecretary-$0--
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
2023-12-15
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 conferences/meetings 1,377 total 1,377

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/BOYAmt077885
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt081573
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03688
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt056363
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077885
IRS990EZ/Form990TotalAssetsGrp/EOYAmt081573
IRS990EZ/GrossReceiptsAmt061428
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077885
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081573
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077885
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081573
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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/OtherExpensesTotalAmt01377
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO FURTHER EDUCATION IN THE PERKIOMEN VALLEY EDUCATION AREA
IRS990EZ/ProgramServiceRevenueAmt061389
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONVENTIONS, MEETINGS AND WORKSHOPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1AWARDS AND DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057740
IRS990EZ/TotalProgramServiceExpensesAmt03377
IRS990EZ/TotalRevenueAmt061428
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES/MEETINGS 1,377 TOTAL 1,377
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM MCGILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04843211282
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED COHEN
ReturnHeader/ReturnTs02023-12-18T12:37:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGILL
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.82$0.61$0.58$0.04
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