Civic Intelligence

Stone Valley Community Charter School Inc.

990 • Fiscal year 2016 • EIN 27-3951475

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 14, 2017

13006 Greenwood RdHuntingdon, PA 16652

(814) 667-2705

Siviq Scores

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

Liabilities / Assets

88th percentile

0.70x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.48x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

48th percentile

2.1%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

89th percentile

48%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.7%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$592,326

Up $192,314 (+48%) from 2015

Net Assets

Up

$175,822

Up $17,905 (+11%) from 2015

Liabilities

Up

$416,504

Up $174,409 (+72%) from 2015

Revenue

Up

$871,195

Up $14,317 (+1.7%) from 2015

Expenses

Down

$853,290

Down $17,108 (-2.0%) from 2015

Net Income

Up

$17,905

Up $31,425 (+232%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $174,561Liabilities 2012: $36,010Net Assets 2012: $138,5512012Assets 2013: $280,357Liabilities 2013: $60,677Net Assets 2013: $219,6802013Assets 2014: $326,605Liabilities 2014: $51,500Net Assets 2014: $275,1052014Assets 2015: $400,012Liabilities 2015: $242,095Net Assets 2015: $157,9172015Assets 2016: $592,326Liabilities 2016: $416,504Net Assets 2016: $175,8222016Assets 2017: $657,155Liabilities 2017: $436,854Net Assets 2017: $220,3012017Assets 2018: $692,666Liabilities 2018: $428,675Net Assets 2018: $263,9912018Assets 2019: $911,406Liabilities 2019: $314,549Net Assets 2019: $596,8572019Assets 2020: $1,067,732Liabilities 2020: $295,439Net Assets 2020: $772,2932020Assets 2021: $1,080,115Liabilities 2021: $87,836Net Assets 2021: $992,2792021Assets 2022: $1,359,279Liabilities 2022: $103,423Net Assets 2022: $1,255,8562022Assets 2023: $1,480,442Liabilities 2023: $157,142Net Assets 2023: $1,323,3002023Assets 2024: $1,633,504Liabilities 2024: $168,250Net Assets 2024: $1,465,2542024Assets 2025: $1,839,268Liabilities 2025: $129,385Net Assets 2025: $1,709,8832025

Highlighted filing

2016

Assets$592,326
Liabilities$416,504
Net Assets$175,822

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $295,6352012Expenses 2013: $605,6912013Revenue 2014: $797,922Expenses 2014: $748,459Net Income 2014: $49,4632014Revenue 2015: $856,878Expenses 2015: $870,398Net Income 2015: -$13,5202015Revenue 2016: $871,195Expenses 2016: $853,290Net Income 2016: $17,9052016Revenue 2017: $1,003,972Expenses 2017: $959,493Net Income 2017: $44,4792017Revenue 2018: $1,037,881Expenses 2018: $988,191Net Income 2018: $49,6902018Revenue 2019: $1,142,040Expenses 2019: $809,174Net Income 2019: $332,8662019Revenue 2020: $1,233,091Expenses 2020: $1,057,655Net Income 2020: $175,4362020Revenue 2021: $1,361,292Expenses 2021: $1,141,306Net Income 2021: $219,9862021Revenue 2022: $1,500,453Expenses 2022: $1,236,876Net Income 2022: $263,5772022Revenue 2023: $1,427,364Expenses 2023: $1,359,920Net Income 2023: $67,4442023Revenue 2024: $1,658,260Expenses 2024: $1,516,306Net Income 2024: $141,9542024Revenue 2025: $1,784,867Expenses 2025: $1,540,238Net Income 2025: $244,6292025

Highlighted filing

2016

Revenue$871,195
Expenses$853,290
Net Income$17,905
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 14, 2017
Return Version
2015v3.0
Gross Receipts
$871,195
Mission and Program Overview

Mission

To establish, support, manage and supervise personnel and services to provide educational-based programs of academic instruction to children in grades k-5

To establish, support, manage and supervise personnel and services to provide educational based programs of academic instruction to children in grades k-5

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,739$288,570▲ $278,831
Savings and Temporary Cash Investments$263,188$210,077▼ $53,111
Rtn Earn Endowment Incm Other Fnds$157,917$175,822▲ $17,905
Accounts Receivable$73,168$59,765▼ $13,403
Prepaid Expenses and Deferred Charges$13,598$8,521▼ $5,077
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$400,012$592,326▲ $192,314
Other Assets Total$40,319$25,393▼ $14,926
Liabilities
Mortgage Notes Payable Secured by Investment Property-$190,867-
Other Liabilities$170,000$155,500▼ $14,500
Accounts Payable and Accrued Expenses$69,701$70,137▲ $436
Deferred Revenue$2,394--
Total Liabilities$242,095$416,504▲ $174,409
Net Assets / Fund Balance
Total Net Assets Fund Balance$157,917$175,822▲ $17,905
Total Liabilities and Net Assets / Fund Balance$400,012$592,326▲ $192,314

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$252,971$8,077$261,048
Land$28,000-$28,000
Equipment$7,599$9,729$17,328
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sherry EverhartPresident
Michelle BartolVice President
Angela McmahonDirector
Christina GuyerDirector
Mali Lorraine CampbellDirector
Mark PerezDirector
Michael DinsmoreDirector
Tom BrackenDirector
Tom SpicherDirector
Erin ShafferSecretary
Rachel PorterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,318
Program Service Revenue
$846,866
Investment Income
$22
Other Revenue
$989
All Other Contributions
$23,318
Change in Net Assets
$17,905

Audited Revenue Reconciliation

Revenue per Audited Statements
$871,195
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$871,195
Total Revenue per Form 990
$871,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$628,140
Other Expenses$225,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$360,415$99,796-$460,211
Other Employee Benefits$80,688$27,442-$108,130
All Other Expenses$60,731$6,764-$67,495
Payroll Taxes$35,570$8,486-$44,056
Pension Plan Contributions$12,893$2,850-$15,743
Depreciation Depletion$10,217--$10,217
Other Expenses$9,981$604-$9,981
Fees for Services Accounting-$9,970-$9,970
Insurance$800$8,017-$8,817
Interest-$7,998-$7,998
Advertising-$4,756-$4,756
Travel-$332-$332
Fees for Services Legal-$158-$158
Total Functional Expenses$676,117$177,173$0$853,290

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$853,290
Total Expenses per Audited Statements$853,290
Total Expenses per Form 990$853,290
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$130,000
Deferred Inflows of Resources$25,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is presented to the board for their review and discussion before filing.

Form 990, Part VI, Section B, Line 15A

Compensation is determined by the board of directors and is based on the budget.

Form 990, Part VI, Section C, Line 19

The organization makes all governing documents, policies, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Stone Valley Community Charter School
EIN
27-3951475
Phone
8146672705
Address
13006 GREENWOOD RD, HUNTINGDON, PA 16652

Signing Officer

Name
Kimberly Connelly
Title
CEO/president
Phone
8146672705
Signed
2017-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly Connelly
Formed
2011
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
33
Volunteers
50

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Daniel Bradley CPA
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The organization procedures remain the same as the prior year for the oversight of the audit.

Raw XML AppendixShowing 400 of 438 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.

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IRS990/PrincipalOfficerNm0KIMBERLY CONNELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611660
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/Desc0BILLINGS TO SCHOOL DIS
IRS990/ProgramServiceRevenueGrp/Desc1GOVERNMENT GRANTS
IRS990/ProgramServiceRevenueGrp/Desc2FOOD SERVICE
IRS990/ProgramServiceRevenueGrp/Desc3COMMUNITY SERVICE ACTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0701357
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1137069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26395
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0701357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1137069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32045
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022574
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt075
IRS990/PYOtherExpensesAmt0280397
IRS990/PYOtherRevenueAmt02382
IRS990/PYProgramServiceRevenueAmt0831847
IRS990/PYRevenuesLessExpensesAmt0-13520
IRS990/PYSalariesCompEmpBnftPaidAmt0590001
IRS990/PYTotalExpensesAmt0870398
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0856878
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017905
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0870184
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0157917
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0175822
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263188
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210077
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0252971
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08077
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0261048
IRS990ScheduleD/EquipmentGrp/BookValueAmt07599
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09729
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017328
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0853290
IRS990ScheduleD/LandGrp/BookValueAmt028000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt028000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1130000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED INFLOWS OF RESOURCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET PENSION LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0871195
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0288570
IRS990ScheduleD/TotalExpensesPerForm990Amt0853290
IRS990ScheduleD/TotalLiabilityAmt0155500
IRS990ScheduleD/TotalRevenuePerForm990Amt0871195
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0871195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0853290
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE CHARTER SCHOOL PROVIDED THEIR NON-DISCRIMINATORY POLICY IN THEIR MASS MAILING DURING ANNUAL ENROLLMENT. THE CHARTER SCHOOL DID NOT PROVIDE THEIR NON-DISCRIMINATORY POLICY IN ANY NEWSPAPER/MEDIA OUTLETS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE CHARTER SCHOOL DOES NOT OFFER SCHOLARSHIPS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE BOARD FOR THEIR REVIEW AND DISCUSSION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS AND IS BASED ON THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROCEDURES REMAIN THE SAME AS THE PRIOR YEAR FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0400012
IRS990/TotalAssetsEOYAmt0592326
IRS990/TotalAssetsGrp/BOYAmt0400012
IRS990/TotalAssetsGrp/EOYAmt0592326
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt023318
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0177173
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0676117
IRS990/TotalFunctionalExpensesGrp/TotalAmt0853290
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0242095
IRS990/TotalLiabilitiesEOYAmt0416504
IRS990/TotalLiabilitiesGrp/BOYAmt0242095
IRS990/TotalLiabilitiesGrp/EOYAmt0416504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0157917
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0175822
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0676117
IRS990/TotalProgramServiceRevenueAmt0846866
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0847855
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0871195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0400012
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0592326
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0332
IRS990/TravelGrp/TotalAmt0332
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.13$1.71$1.78$1.54$0.24
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.17$1.47$1.66$1.52$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.16$1.32$1.43$1.36$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.10$1.26$1.50$1.24$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.09$0.99$1.36$1.14$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.30$0.77$1.23$1.06$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.31$0.60$1.14$0.81$0.33
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.43$0.26$1.04$0.99$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.44$0.22$1.00$0.96$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.42$0.18$0.87$0.85$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.24$0.16$0.86$0.87$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.05$0.28$0.80$0.75$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.06$0.22$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.04$0.14$0.30