Civic Intelligence

Perry Elementary PTO

990EZ • Fiscal year 2019 • EIN 23-2999258

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 01, 2020

Organization ProfileN/A
201 Fourth StreetShoemakersville, PA 19555

(610) 488-0295

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$107,249

Down $22,425 (-17%) from 2018

Net Assets

Down

$107,249

Down $22,425 (-17%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Down

$50,718

Down $35,922 (-41%) from 2018

Expenses

Down

$73,143

Down $1,850 (-2.5%) from 2018

Net Income

Down

-$22,425

Down $34,072 (-293%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$107,249
Liabilities$0
Net Assets$107,249
Open 2019 Filing

Operations Trend

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

2019

Revenue$50,718
Expenses$73,143
Net Income-$22,425
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 1, 2020
Return Version
2018v3.1
Gross Receipts
$50,718
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-$68,432
Compensation and Service Providers

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
2020-07-01
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 18,285Fundraising Events 16,631Licenses and Permits 61Supplies 3,328Bank Charges 13Awards and Assemblies 5,790Book Fair 7,002School Activities 17,322”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOther Assets 93,381 96,359”

Raw XML Appendix169 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/PhoneNum06104880295
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHOEMAKERSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019555
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036293
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt04399
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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/BOYAmt093381
IRS990EZ/OtherAssetsTotalDetail/EOYAmt096359
IRS990EZ/OtherExpensesTotalAmt068432
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt062
IRS990EZ/ProgramServiceRevenueAmt048963
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide activities and experiences for the students such as book fairs field days and educational assemblies to promote greater learning
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068432
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073143
IRS990EZ/TotalProgramServiceExpensesAmt068432
IRS990EZ/TotalRevenueAmt050718
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01476
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015579
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048963
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085492
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096680
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt072246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0355289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0370868
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086632
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt053384
IRS990ScheduleA/Total509Grp/TotalAmt0370868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt050718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086640
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053388
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370897
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 18,285Fundraising Events 16,631Licenses and Permits 61Supplies 3,328Bank Charges 13Awards and Assemblies 5,790Book Fair 7,002School Activities 17,322
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearOther Assets 93,381 96,359
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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERRY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0232999258
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 FOURTH STREET
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ReturnHeader/FilingSecurityInformation/IPTm020:53:45
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 Focht Lane
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019526
ReturnHeader/PreparerPersonGrp/PhoneNum06105628682
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ricky C Kauffman
ReturnHeader/ReturnTs02020-07-15T20:52:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,249
Liabilities
$0
Net assets
$107,249
Revenue
$50,718
Expenses
$73,143
Net income
-$22,425
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