Civic Intelligence

PTA Pennsylvania Congress

990EZ • Fiscal year 2015 • EIN 23-2650196

Jul 01, 2014 to Jun 30, 2015 • Filed on Aug 05, 2015

79 Rock Glen RdSugarloaf, PA 18249-9604

(570) 582-5960

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

83rd percentile

48%

Faster asset growth than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$57,220

Up $18,604 (+48%) from 2014

Net Assets

Up

$57,220

Up $18,604 (+48%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$57,371

Up $5,665 (+11%) from 2014

Expenses

Up

$38,767

Up $1,871 (+5.1%) from 2014

Net Income

Up

$18,604

Up $3,794 (+26%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $64,563Net Assets 2011: $64,5632011Assets 2012: $50,285Net Assets 2012: $50,2852012Assets 2013: $23,806Net Assets 2013: $23,8062013Assets 2014: $38,616Net Assets 2014: $38,6162014Assets 2015: $57,220Net Assets 2015: $57,2202015Assets 2016: $54,997Liabilities 2016: $0Net Assets 2016: $54,9972016Assets 2017: $39,349Liabilities 2017: $0Net Assets 2017: $39,3492017Assets 2018: $47,642Liabilities 2018: $0Net Assets 2018: $47,6422018Assets 2019: $61,890Liabilities 2019: $0Net Assets 2019: $61,8902019Assets 2020: $89,584Liabilities 2020: $0Net Assets 2020: $89,5842020Assets 2021: $86,048Liabilities 2021: $0Net Assets 2021: $86,0482021Assets 2022: $88,624Liabilities 2022: $0Net Assets 2022: $88,6242022Assets 2023: $101,720Liabilities 2023: $0Net Assets 2023: $101,7202023Assets 2024: $98,506Liabilities 2024: $0Net Assets 2024: $98,5062024

Highlighted filing

2015

Assets$57,220
Liabilities-
Net Assets$57,220

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $58,360Expenses 2011: $39,738Net Income 2011: $18,6222011Revenue 2012: $56,358Expenses 2012: $70,636Net Income 2012: -$14,2782012Revenue 2013: $43,840Expenses 2013: $70,319Net Income 2013: -$26,4792013Revenue 2014: $51,706Expenses 2014: $36,896Net Income 2014: $14,8102014Revenue 2015: $57,371Expenses 2015: $38,767Net Income 2015: $18,6042015Revenue 2016: $171,668Expenses 2016: $173,891Net Income 2016: -$2,2232016Revenue 2017: $33,200Expenses 2017: $48,848Net Income 2017: -$15,6482017Revenue 2018: $54,771Expenses 2018: $46,478Net Income 2018: $8,2932018Revenue 2019: $59,862Expenses 2019: $45,614Net Income 2019: $14,2482019Revenue 2020: $46,202Expenses 2020: $18,508Net Income 2020: $27,6942020Revenue 2021: $545Expenses 2021: $4,081Net Income 2021: -$3,5362021Revenue 2022: $25,525Expenses 2022: $22,949Net Income 2022: $2,5762022Revenue 2023: $48,530Expenses 2023: $35,434Net Income 2023: $13,0962023Revenue 2024: $46,815Expenses 2024: $50,029Net Income 2024: -$3,2142024

Highlighted filing

2015

Revenue$57,371
Expenses$38,767
Net Income$18,604
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$142,894
Mission and Program Overview

Mission

The valley pta mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

To provide fulfilling activities for elementary/middle school students.

Program Services

DescriptionGrantsExpenses
THE STUDENT BODY(APPROX. 1100) OF THE VALLEY ELEMENTARY SCHOOL BENEFITTED FROM THE ACTIVITIES AND PROGRAMS CONDUCTED AND PROVIDED BY THE PTA. THE STUDENTS RECEIVED SUPPORT AND ENRICHMENT OF THEIR SCHOOL EXPERIENCE.-$34,052
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARRIE KUPSHOPresidentPT$0--
TONI AUKER1st Vice President-$0--
CINDY ZYNEL2nd Vice President-$0--
BARBARA KELLNERTreasurerPT$0--
SELENE SCHAGENSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Yankee Candles$42,316$42,316$23,725$18,591
Mixed Bags$14,698$14,698$7,922$6,776
Total Events$126,812$126,812$85,523$41,289
Filing and Contact Details

Filer

Filer Name
Pta Pennsylvania Congress Valley Elementary Pta
EIN
23-2650196
Phone
5705825960
Address
79 ROCK GLEN RD, SUGARLOAF, PA 18249-9604

Signing Officer

Name
Barbara Kellner
Title
Treasurer
Phone
5705825960
Signed
2015-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Spanial & Associates Pc
Address
213 E 9TH ST, HAZLETON, PA 18201-3305
Preparer
Barry N Spanial CPA
Phone
5704558559
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Dues & memberships 936. Insurance 244. Program services 34052. Miscellaneous 1211. Hospitality-flowers 41. Office supplies 20.

Raw XML Appendix170 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/PersonNm0TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05705825960
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043 WHITEWATER LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DRUMS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018222
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038616
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt085
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018604
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0945
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038616
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057220
IRS990EZ/FundraisingGrossIncomeAmt0126812
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0142894
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01071
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038616
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038616
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARRIE KUPSHO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TONI AUKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CINDY ZYNEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA KELLNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SELENE SCHAGEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22ND VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036504
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FULFILLING ACTIVITIES FOR ELEMENTARY/MIDDLE SCHOOL STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt01318
IRS990EZ/ProgramServiceRevenueAmt014923
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE STUDENT BODY(APPROX. 1100) OF THE VALLEY ELEMENTARY SCHOOL BENEFITTED FROM THE ACTIVITIES AND PROGRAMS CONDUCTED AND PROVIDED BY THE PTA. THE STUDENTS RECEIVED SUPPORT AND ENRICHMENT OF THEIR SCHOOL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034052
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt085523
IRS990EZ/SpecialEventsNetIncomeLossAmt041289
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038767
IRS990EZ/TotalProgramServiceExpensesAmt034052
IRS990EZ/TotalRevenueAmt057371
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01156
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt029953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038635
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087919
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0141735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059291
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0108621
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0447618
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt052
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0535537
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0142891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0101654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089244
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt093077
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108671
IRS990ScheduleA/Total509Grp/TotalAmt0535537
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0535589
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt085523
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0YANKEE CANDLES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MIXED BAGS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt069798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0126812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt014698
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt069798
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0126812
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041289
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt053876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt085523
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt023725
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DUES & MEMBERSHIPS 936. INSURANCE 244. PROGRAM SERVICES 34052. MISCELLANEOUS 1211. HOSPITALITY-FLOWERS 41. OFFICE SUPPLIES 20.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA KELLNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05705825960
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA PENNSYLVANIA CONGRESS VALLEY ELEMENTARY PTA
ReturnHeader/Filer/BusinessNameControlTxt0PTAP
ReturnHeader/Filer/EIN0232650196
ReturnHeader/Filer/PhoneNum05705825960
ReturnHeader/Filer/USAddress/AddressLine1Txt079 ROCK GLEN RD
ReturnHeader/Filer/USAddress/CityNm0SUGARLOAF
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0182499604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPANIAL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 E 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAZLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0182013305
ReturnHeader/PreparerPersonGrp/PhoneNum05704558559
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY N SPANIAL CPA
ReturnHeader/ReturnTs02015-08-22T08:59:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.47$0.50$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.49$0.35$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.26$0.23$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.01$0.04$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.46$0.19$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.60$0.46$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.55$0.46$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.33$0.49$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$1.72$1.74$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.57$0.39$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.39$0.52$0.37$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.44$0.70$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$0.56$0.71$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.65$0.58$0.40$0.19