Civic Intelligence

Perry Elementary PTO

990EZ • Fiscal year 2018 • EIN 23-2999258

Sep 01, 2017 to Aug 31, 2018 • Filed on May 12, 2019

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

57th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

68th percentile

13%

Higher net margin than 68% 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

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

33rd percentile

-11%

Faster revenue growth than 33% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$129,674

Up $11,647 (+9.9%) from 2017

Net Assets

Up

$129,674

Up $11,647 (+9.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin68th percentile

Revenue

Down

$86,640

Down $10,260 (-11%) from 2017

Expenses

Up

$74,993

Up $904 (+1.2%) from 2017

Net Income

Down

$11,647

Down $11,164 (-49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2018

Assets$129,674
Liabilities$0
Net Assets$129,674
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$86,640
Expenses$74,993
Net Income$11,647
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
May 12, 2019
Return Version
2017v2.2
Gross Receipts
$86,640
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-$73,261
Compensation and Service Providers
Top Officer Pay76th percentile

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 Gardener
Title
Treasurer
Phone
6104880295
Signed
2019-05-12
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 17,099Fundraising Events 28,795Licenses and Permits 820Supplies 348Bank Charges 39Awards and Assemblies 1,902Book Fair 9,336School Activities 14,922”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOther Assets 86,684 93,381”

Raw XML Appendix168 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
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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/BOYAmt031343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036293
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01140
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011647
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0118027
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IRS990EZ/GrossReceiptsAmt086640
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0118027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129674
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129674
IRS990EZ/OccupancyRentUtltsAndMaintAmt01457
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/BOYAmt086684
IRS990EZ/OtherAssetsTotalDetail/EOYAmt093381
IRS990EZ/OtherExpensesTotalAmt073261
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt025
IRS990EZ/ProgramServiceRevenueAmt085492
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide activities and experiences for the students such as book fairs field days and educational assemblies to promote greater learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt073261
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074993
IRS990EZ/TotalProgramServiceExpensesAmt073261
IRS990EZ/TotalRevenueAmt086640
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt051908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0322010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt033
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0353078
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt086632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt096888
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt083251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt053384
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt032923
IRS990ScheduleA/Total509Grp/TotalAmt0353078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt096900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt053388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt032932
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0353111
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 17,099Fundraising Events 28,795Licenses and Permits 820Supplies 348Bank Charges 39Awards and Assemblies 1,902Book Fair 9,336School Activities 14,922
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearOther Assets 86,684 93,381
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lauren Gardener
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06104880295
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-12
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/AtSubmissionCreationDeviceId0F4A8D186667D0BB657CBDA642B7FCBA3416F0E8F
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId024172820191544kxyp0n
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-06-03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.54.42.40
ReturnHeader/FilingSecurityInformation/IPDt02019-06-03
ReturnHeader/FilingSecurityInformation/IPTm020:26:50
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/PreparationDt02019-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ricky C Kauffman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-03T20:25:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
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
$129,674
Liabilities
$0
Net assets
$129,674
Revenue
$86,640
Expenses
$74,993
Net income
$11,647
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