Civic Intelligence

Schuylkill Valley PTO

990EZ • Fiscal year 2018 • EIN 23-2138051

Aug 01, 2017 to Jul 31, 2018 • Filed on Sep 10, 2018

Organization ProfileN/A
111 Nantucket DriveReading, PA 19605

(215) 801-3795

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

15th percentile

-23%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

7th percentile

-60%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,000

Down $29,829 (-60%) from 2017

Net Assets

Down

$20,000

Down $29,829 (-60%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$10,449

Down $36,331 (-78%) from 2017

Expenses

Down

$12,804

Down $21,429 (-63%) from 2017

Net Income

Down

-$2,355

Down $14,902 (-119%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$60K$40K$20K$0Assets 2011: $24,458Liabilities 2011: $0Net Assets 2011: $24,4582011Assets 2012: $24,066Liabilities 2012: $02012Assets 2013: $25,135Liabilities 2013: $02013Assets 2014: $30,255Liabilities 2014: $02014Assets 2015: $21,752Net Assets 2015: $21,7522015Assets 2016: $34,696Net Assets 2016: $34,6962016Assets 2017: $49,829Net Assets 2017: $49,8292017Assets 2018: $20,000Net Assets 2018: $20,0002018

Highlighted filing

2018

Assets$20,000
Liabilities-
Net Assets$20,000
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $38,160Expenses 2011: $38,140Net Income 2011: $202011Revenue 2012: $26,510Expenses 2012: $26,902Net Income 2012: -$3922012Revenue 2013: $40,412Expenses 2013: $39,343Net Income 2013: $1,0692013Revenue 2014: $45,792Expenses 2014: $40,672Net Income 2014: $5,1202014Revenue 2015: $31,451Expenses 2015: $39,954Net Income 2015: -$8,5032015Revenue 2016: $31,731Expenses 2016: $18,787Net Income 2016: $12,9442016Revenue 2017: $46,780Expenses 2017: $34,233Net Income 2017: $12,5472017Revenue 2018: $10,449Expenses 2018: $12,804Net Income 2018: -$2,3552018

Highlighted filing

2018

Revenue$10,449
Expenses$12,804
Net Income-$2,355
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Sep 10, 2018
Return Version
2017v2.2
Gross Receipts
$32,519
Mission and Program Overview

Mission

Oranization's primary exempt purpose. The Schuylkill Valley PTO is a non-profit organization of parents of the elementary and middle schools in the district. All positions are volunteer positions and all progrmas benefit the teachers and students of Schuylkill Valley School District.

Program Services

DescriptionGrantsExpenses
ELEMENTARY AND MIDDLE SCHOOLS FIELD TRIPS. THE PTO SERVES OVER 1600 STUDENTS AND FACULTY$3,250$3,250
PRINCIPLES GRANT. THE ELEMENTARY AND MIDDLE SCHOOL PRINCIPAL RECIEVE A $3,000 GRANT TO USE FOR PROGRAMS OR MATERIALS OF THEIR CHOICE. THE PTO SERVES OVER 1600 STUDENTS AND FACULTY$2,195$2,195
0$1,851$1,851
TEACHER MINI GRANTS. THE TEACHERS CAN RECEIVE A MINI GRANT BY SUBMITTING A REQUEST FOR THIS GRANT$472$472
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALIESHA WOODSPresidentPT$0--
KELLY MYERSVice President-$0--
LISA LAWSONTreasurerPT$0--
KIMBERLY YARLETTSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Schuylkill Valley PTO
EIN
23-2138051
Phone
2158013795
Address
111 Nantucket Drive, Reading, PA 19605

Signing Officer

Name
Lisa Lawson
Title
Treasurer
Phone
2158013795
Signed
2018-09-10
Discuss with paid preparer
Yes

Preparer

Firm
BAER'S ACCOUNTING SERVICE LLC
Address
115 North Centre Avenue, Leesport, PA 19533
Preparer
Sarah M Baer
Phone
6109161990
Supplemental Narrative

Additional Explanations

Pt III, Line 31

“Book Fair 295.22 , By grade programs $1142.70 and PTO Sponsored Programs $413.00”

Form 990EZ, Part I, Line 10

“Programs within Schuylkill PTO; NonProfit; : , , , ; , 7768.”

Form 990EZ, Part I, Line 16

“Bank charge 30.”

Form 990EZ, Part I, Line 16

“gifts 3269.”

Form 990EZ, Part I, Line 16

“Volunteer expense 279.”

Form 990EZ, Part I, Line 16

“Storage Shed 1259.”

Form 990EZ, Part I, Line 16

“Board Expenses 199.”

Form 990EZ, Part I, Line 20

“Divided Assets at the end of Fiscal year into to separate PTO -27474.”

Form 990EZ, Part II, Line 24

“Additional Income not reported in 2015”

Raw XML Appendix166 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/PersonNm0LISA LAWSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02158013795
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0111 Nantucket Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Reading
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019605
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049829
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt022070
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2355
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049829
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020000
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt09021
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07768
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt032519
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01428
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049829
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020000
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049829
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALIESHA WOODS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LISA LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIMBERLY YARLETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-27474
IRS990EZ/OtherExpensesTotalAmt05036
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Oranization's primary exempt purpose. The Schuylkill Valley PTO is a non-profit organization of parents of the elementary and middle schools in the district. All positions are volunteer positions and all progrmas benefit the teachers and students of Schuylkill Valley School District.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRINCIPLES GRANT. THE ELEMENTARY AND MIDDLE SCHOOL PRINCIPAL RECIEVE A $3,000 GRANT TO USE FOR PROGRAMS OR MATERIALS OF THEIR CHOICE. THE PTO SERVES OVER 1600 STUDENTS AND FACULTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ELEMENTARY AND MIDDLE SCHOOLS FIELD TRIPS. THE PTO SERVES OVER 1600 STUDENTS AND FACULTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TEACHER MINI GRANTS. THE TEACHERS CAN RECEIVE A MINI GRANT BY SUBMITTING A REQUEST FOR THIS GRANT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02195
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13250
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2472
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31851
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02195
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2472
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31851
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt031091
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012804
IRS990EZ/TotalProgramServiceExpensesAmt07768
IRS990EZ/TotalRevenueAmt010449
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04689
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01065
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04689
IRS990ScheduleA/TotalSupportAmt04689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Book Fair 295.22 , By grade programs $1142.70 and PTO Sponsored Programs $413.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Programs within Schuylkill PTO; NonProfit; : , , , ; , 7768.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charge 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3gifts 3269.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Volunteer expense 279.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Storage Shed 1259.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Board Expenses 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Divided Assets at the end of Fiscal year into to separate PTO -27474.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Additional Income not reported in 2015
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA LAWSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02158013795
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schuylkill Valley PTO
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0232138051
ReturnHeader/Filer/PhoneNum02158013795
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 Nantucket Drive
ReturnHeader/Filer/USAddress/CityNm0Reading
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019605
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0857C1198228C3F0418C396B4299F2E8429D057CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0857C1198228C3F0418C396B4299F2E8429D057CF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.235.86.10
ReturnHeader/FilingSecurityInformation/IPDt02018-09-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:07:06
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAER'S ACCOUNTING SERVICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 North Centre Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leesport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019533
ReturnHeader/PreparerPersonGrp/PhoneNum06109161990
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH M BAER
ReturnHeader/ReturnTs02018-09-13T11:07:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,000
Liabilities
-
Net assets
$20,000
Revenue
$10,449
Expenses
$12,804
Net income
-$2,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$20.0$20.0$10.4$12.8$2.36
2017Detailed filing. Detailed filing data is available for this year.$49.8$49.8$46.8$34.2$12.5
2016Detailed filing. Detailed filing data is available for this year.$34.7$34.7$31.7$18.8$12.9
2015Detailed filing. Detailed filing data is available for this year.$21.8$21.8$31.5$40.0$8.50
2014Summary only. Only limited summary data is available for this year.$30.3$0.00$45.8$40.7$5.12
2013Summary only. Only limited summary data is available for this year.$25.1$0.00$40.4$39.3$1.07
2012Summary only. Only limited summary data is available for this year.$24.1$0.00$26.5$26.9$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$0.00$24.5$38.2$38.1$0.02