Civic Intelligence

Perry Elementary PTO

990EZ • Fiscal year 2017 • EIN 23-2999258

Sep 01, 2016 to Aug 31, 2017 • Filed on May 01, 2018

Organization ProfileN/A
201 Fourth StreetShoemakersville, PA 19555

(610) 488-0295

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$118,027

Up $22,811 (+24%) from 2016

Net Assets

Up

$118,027

Up $22,811 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin80th percentile

Revenue

Up

$96,900

Up $13,649 (+16%) from 2016

Expenses

Up

$74,089

Up $12,429 (+20%) from 2016

Net Income

Up

$22,811

Up $1,220 (+5.7%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$150K$100K$50K$0-$50KAssets 2012: $9,213Liabilities 2012: $02012Assets 2013: $40,133Net Assets 2013: $40,1332013Assets 2014: $68,981Net Assets 2014: $68,9812014Assets 2015: $73,625Net Assets 2015: $73,6252015Assets 2016: $95,216Liabilities 2016: $0Net Assets 2016: $95,2162016Assets 2017: $118,027Liabilities 2017: $0Net Assets 2017: $118,0272017Assets 2018: $129,674Liabilities 2018: $0Net Assets 2018: $129,6742018Assets 2019: $107,249Liabilities 2019: $0Net Assets 2019: $107,2492019Assets 2020: $96,655Liabilities 2020: $02020Assets 2021: $73,601Liabilities 2021: $02021Assets 2022: $46,188Liabilities 2022: $02022Assets 2024: $41,032Liabilities 2024: $42,772Net Assets 2024: -$1,7402024Assets 2025: $50,822Liabilities 2025: $42,772Net Assets 2025: $8,0502025

Highlighted filing

2017

Assets$118,027
Liabilities$0
Net Assets$118,027
Open 2017 Filing

Operations Trend

Revenue Growth70th percentile

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

$100K$50K$0-$50KRevenue 2012: $54,554Expenses 2012: $56,431Net Income 2012: -$1,8772012Revenue 2013: $76,254Expenses 2013: $45,334Net Income 2013: $30,9202013Revenue 2014: $32,932Expenses 2014: $4,084Net Income 2014: $28,8482014Revenue 2015: $53,186Expenses 2015: $48,542Net Income 2015: $4,6442015Revenue 2016: $83,251Expenses 2016: $61,660Net Income 2016: $21,5912016Revenue 2017: $96,900Expenses 2017: $74,089Net Income 2017: $22,8112017Revenue 2018: $86,640Expenses 2018: $74,993Net Income 2018: $11,6472018Revenue 2019: $50,718Expenses 2019: $73,143Net Income 2019: -$22,4252019Revenue 2020: $65,564Expenses 2020: $76,158Net Income 2020: -$10,5942020Revenue 2021: $28,176Expenses 2021: $51,230Net Income 2021: -$23,0542021Revenue 2022: $27,807Expenses 2022: $55,220Net Income 2022: -$27,4132022Revenue 2024: $49,280Expenses 2024: $56,012Net Income 2024: -$6,7322024Revenue 2025: $63,638Expenses 2025: $53,849Net Income 2025: $9,7892025

Highlighted filing

2017

Revenue$96,900
Expenses$74,089
Net Income$22,811
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
May 1, 2018
Return Version
2016v3.0
Gross Receipts
$96,900
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Provide activities and experiences for the students such as book fairs field days and educational assemblies to promote greater learning-$72,424
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN GARDNERTreasurer-$0--
YVONNE STITZELPresident-$0--
JENNIFER JOZEFICKVice President-$0--
ALLISON HAINESSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Perry Elementary PTO
EIN
23-2999258
Address
201 Fourth Street, Shoemakersville, PA 19555

Signing Officer

Name
Lauren Gardner
Title
Treasurer
Phone
6104880295
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Kauffman Tax & Accounting Services
Address
140 Focht Lane, Hamburg, PA 19526
Preparer
Ricky C Kauffman
Phone
6105628682
Supplemental Narrative

Additional Explanations

General explanation attachment

“Form 990-EZ, Part III - Primary Exempt PurposeProvide Activities and supplies to enhance the studentsexperiences at school and promote cooperation betweenparents and teachers.”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 9,804Fundraising Events 29,836Licenses and Permits 364Supplies 2,031Bank Charges 235Awards and Assemblies 5,371Book Fair 10,056School Activities 14,727”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOther Assets 43,151 86,684”

Raw XML Appendix167 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/PersonNm0LAUREN GARDNER
IRS990EZ/BooksInCareOfDetail/PhoneNum06104880295
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 Fourth Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Shoemakersville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019555
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052065
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031343
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0208
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022811
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095216
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0118027
IRS990EZ/GrossReceiptsAmt096900
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095216
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0118027
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095216
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0118027
IRS990EZ/OccupancyRentUtltsAndMaintAmt01465
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN GARDNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YVONNE STITZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER JOZEFICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLISON HAINES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043151
IRS990EZ/OtherAssetsTotalDetail/EOYAmt086684
IRS990EZ/OtherExpensesTotalAmt072424
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramServiceRevenueAmt096680
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide activities and experiences for the students such as book fairs field days and educational assemblies to promote greater learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072424
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074089
IRS990EZ/TotalProgramServiceExpensesAmt072424
IRS990EZ/TotalRevenueAmt096900
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0658
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt030586
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt072246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt051908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt079855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0316373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0346959
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080513
IRS990ScheduleA/Total509Grp/TotalAmt0346959
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt096900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt083251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080518
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0346989
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990-EZ, Part III - Primary Exempt PurposeProvide Activities and supplies to enhance the studentsexperiences at school and promote cooperation betweenparents and teachers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 9,804Fundraising Events 29,836Licenses and Permits 364Supplies 2,031Bank Charges 235Awards and Assemblies 5,371Book Fair 10,056School Activities 14,727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearOther Assets 43,151 86,684
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN GARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06104880295
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Perry Elementary PTO
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0232999258
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 Fourth Street
ReturnHeader/Filer/USAddress/CityNm0Shoemakersville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019555
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CF7242BC92834CD1E6728D5437B4A3C8C890A93B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CF7242BC92834CD1E6728D5437B4A3C8C890A93B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02417282018120dnrkxgm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.54.42.40
ReturnHeader/FilingSecurityInformation/IPDt02018-04-30
ReturnHeader/FilingSecurityInformation/IPTm018:15:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822159635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kauffman Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 Focht Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hamburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019526
ReturnHeader/PreparerPersonGrp/PhoneNum06105628682
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ricky C Kauffman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-29T14:31:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,027
Liabilities
$0
Net assets
$118,027
Revenue
$96,900
Expenses
$74,089
Net income
$22,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.43$0.08$0.64$0.54$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.43$0.02$0.49$0.56$0.07
2022Summary only. Only limited summary data is available for this year.$0.46$0.00$0.28$0.55$0.27
2021Summary only. Only limited summary data is available for this year.$0.74$0.00$0.28$0.51$0.23
2020Summary only. Only limited summary data is available for this year.$0.97$0.00$0.66$0.76$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.51$0.73$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.87$0.75$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.97$0.74$0.23
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.83$0.62$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.53$0.49$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.33$0.04$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.40$0.76$0.45$0.31
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.55$0.56$0.02