Civic Intelligence

Pleasant Valley Schools Educational Foundation

990 • Fiscal year 2023 • EIN 42-1368149

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 02, 2024

Organization ProfilePLEASVAL.ORG/DISTRICT/PV-FOUNDATION
525 Belmont RoadBettendorf, IA 52722

(563) 332-5550

Siviq Scores

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

Liabilities / Assets

66th percentile

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

83rd percentile

0.36x

Higher debt load relative to revenue than 83% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

40th percentile

0.0%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

6.0%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$882,460

Up $133 (+0.0%) from 2022

Net Assets

Up

$807,970

Up $68,678 (+9.3%) from 2022

Liabilities

Down

$74,490

Down $68,545 (-48%) from 2022

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin67th percentile

Revenue

Up

$204,293

Up $11,551 (+6.0%) from 2022

Expenses

Up

$174,909

Up $22,340 (+15%) from 2022

Net Income

Down

$29,384

Down $10,789 (-27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $339,272Liabilities 2012: $37,000Net Assets 2012: $302,2722012Assets 2013: $344,549Liabilities 2013: $22,800Net Assets 2013: $321,7492013Assets 2014: $399,904Liabilities 2014: $26,200Net Assets 2014: $373,7042014Assets 2015: $479,830Liabilities 2015: $37,842Net Assets 2015: $441,9882015Assets 2016: $509,778Liabilities 2016: $41,454Net Assets 2016: $468,3242016Assets 2017: $552,132Liabilities 2017: $32,357Net Assets 2017: $519,7752017Assets 2018: $640,925Liabilities 2018: $103,347Net Assets 2018: $537,5782018Assets 2019: $647,373Liabilities 2019: $47,381Net Assets 2019: $599,9922019Assets 2020: $686,468Liabilities 2020: $83,607Net Assets 2020: $602,8612020Assets 2021: $852,438Liabilities 2021: $55,383Net Assets 2021: $797,0552021Assets 2022: $882,327Liabilities 2022: $143,035Net Assets 2022: $739,2922022Assets 2023: $882,460Liabilities 2023: $74,490Net Assets 2023: $807,9702023Assets 2024: $923,083Liabilities 2024: $47,344Net Assets 2024: $875,7392024Assets 2025: $1,003,582Liabilities 2025: $75,544Net Assets 2025: $928,0382025

Highlighted filing

2023

Assets$882,460
Liabilities$74,490
Net Assets$807,970
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $90,244Expenses 2012: $58,534Net Income 2012: $31,7102012Expenses 2013: $71,0492013Revenue 2014: $104,703Expenses 2014: $79,010Net Income 2014: $25,6932014Revenue 2015: $165,293Expenses 2015: $78,399Net Income 2015: $86,8942015Revenue 2016: $139,659Expenses 2016: $99,486Net Income 2016: $40,1732016Revenue 2017: $138,181Expenses 2017: $115,814Net Income 2017: $22,3672017Revenue 2018: $177,014Expenses 2018: $174,188Net Income 2018: $2,8262018Revenue 2019: $175,067Expenses 2019: $123,481Net Income 2019: $51,5862019Revenue 2020: $188,696Expenses 2020: $142,912Net Income 2020: $45,7842020Revenue 2021: $219,010Expenses 2021: $142,851Net Income 2021: $76,1592021Revenue 2022: $192,742Expenses 2022: $152,569Net Income 2022: $40,1732022Revenue 2023: $204,293Expenses 2023: $174,909Net Income 2023: $29,3842023Revenue 2024: $187,895Expenses 2024: $185,844Net Income 2024: $2,0512024Revenue 2025: $185,330Expenses 2025: $190,836Net Income 2025: -$5,5062025

Highlighted filing

2023

Revenue$204,293
Expenses$174,909
Net Income$29,384
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 2, 2024
Return Version
2022v5.0
Gross Receipts
$222,007
Mission and Program Overview

Mission

The pleasant valley schools educational foundation's mission is to support the ideals of the district by providing supplemental assistance to the students, staff, and programs of the pleasant valley community school district beyond what is provided by regular district resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$585,671$630,610▲ $44,939
Savings and Temporary Cash Investments$296,656$251,850▼ $44,806
Total Assets$882,327$882,460▲ $133
Liabilities
Other Liabilities$143,035$74,490▼ $68,545
Total Liabilities$143,035$74,490▼ $68,545
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$739,292$807,970▲ $68,678
Total Net Assets Fund Balance$739,292$807,970▲ $68,678
Total Liabilities and Net Assets / Fund Balance$882,327$882,460▲ $133

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$630,610--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
David BorcherdingPresident
Bern HofmannDirector
Cami SmithDirector
Christine HarveyDirector
Cliff CronkDirector
Dr Tim SmithDirector
Franco FedrizziDirector
Gail DixonDirector
Gene HolstDirector
Hovey Tinsman IiiDirector
Jeff LindmarkDirector
Jim SpelhaugDirector
John PanekDirector
John RichesDirector
Katie WilsonDirector
Lindy VossDirector
Lisa MccrawDirector
Mandy FriemelDirector
Marty JonesDirector
Mike BawdenDirector
Mike HorsfieldDirector
Paul ParryDirector
Richard RollerDirector
Ron VenhorstDirector
Scott IsbellDirector
Simon BoweDirector
Steve ZelleDirector
Beth MarsounSecretary
Lorrie WakelandTreasurer
Tom LiceaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$145,103
Program Service Revenue
$0
Investment Income
$26,041
Other Revenue
$33,149
All Other Contributions
$98,955
Change in Net Assets
$29,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$197,648
Revenue Not Reported on Financial Statements
$6,645
Revenue Not Reported on Form 990
$57,008
Total Revenue per Audited Statements
$254,656
Total Revenue per Form 990
$204,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,376
Other Expenses$18,533
Total Fundraising Expense$357
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$138,449--$138,449
Grants to Domestic Orgs$17,927--$17,927
Fees for Service Investment Mgmnt Fees$6,645--$6,645
Fees for Services Accounting-$3,190-$3,190
Conferences and Meetings$504--$504
Other Expenses$551-$303$303
Total Functional Expenses$171,362$3,190$357$174,909

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$185,978
Total Expenses per Form 990$174,909
Expenses per Audited Statements$168,264
Expenses Not Reported on Form 990$17,714
Expenses Not Reported on Financial Statements$6,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bettendorf Comm Schools FoundationBettendorf, IA501c3Support Fundraiser$17,927
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,863
Fundraising Direct Expenses$17,714
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$48,496$30,814$5,047$25,767
Run With Carl$48,515$20,049$12,667$7,382
Total Events$97,011$50,863$17,714$33,149
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$71,696
Due to Bettendorf Schools Foundation$2,794
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Tim smith cami smith director director husband & wife”

Form 990, Page 6, Part VI, Line 11B

“The form 990 will be reviewed and approved by the president of the organization prior to filing. The board of directors will be given a copy of the return prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Information is available upon request”

Filing and Contact Details

Filer

Filer Name
Pleasant Valley Schools
EIN
42-1368149
Phone
5633325550
Address
525 BELMONT ROAD, BETTENDORF, IA 52722

Signing Officer

Name
David Borcherding
Title
President
Phone
5633325550
Signed
2024-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Borcherding
Formed
1991
Legal Domicile
Ia
Voting Board Members
27
Independent Board Members
27
Employees
0
Volunteers
27

Preparer

Firm
Anderson Lower Whitlow Pc
Address
1805 STATE ST STE 201, BETTENDORF, IA 52722
Preparer
Sheila Spickermann
Phone
5633594757
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The pleasant valley schools educational foundation's mission is to support the ideals of the district by providing supplemental assistance to the students, staff, and programs of the pleasant valley community school district beyond what is provided by regular district resources.”

Form 990, Part XI, Line 9

“Direct expenses of fundraising events 17,714 direct expenses of fundraising events -17,714”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Direct expenses of fundraising events 17,714”

Schedule D, Page 4, Part XII, Line 2D

“Direct expenses of fundraising events 17,714”

Raw XML AppendixShowing 400 of 538 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PLEASANT VALLEY SCHOOLS EDUCATIONAL FOUNDATION'S MISSION IS TO SUPPORT THE IDEALS OF THE DISTRICT BY PROVIDING SUPPLEMENTAL ASSISTANCE TO THE STUDENTS, STAFF, AND PROGRAMS OF THE PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT BEYOND WHAT IS PROVIDED BY REGULAR DISTRICT RESOURCES.
IRS990/AllOtherContributionsAmt098955
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0LORRIE WAKELAND
IRS990/BooksInCareOfDetail/PhoneNum05633325550
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 BELMONT ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BETTENDORF
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052722
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0504
IRS990/ConferencesMeetingsGrp/TotalAmt0504
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt046148
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0145103
IRS990/CYGrantsAndSimilarPaidAmt0156376
IRS990/CYInvestmentIncomeAmt026041
IRS990/CYOtherExpensesAmt018533
IRS990/CYOtherRevenueAmt033149
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt029384
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0174909
IRS990/CYTotalFundraisingExpenseAmt0357
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0204293
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIPS WERE ISSUED TO 130 PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0171362
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03190
IRS990/FeesForServicesAccountingGrp/TotalAmt03190
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt06645
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06645
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID BORCHERDING
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM LICEA
IRS990/Form990PartVIISectionAGrp/PersonNm2LORRIE WAKELAND
IRS990/Form990PartVIISectionAGrp/PersonNm3BETH MARSOUN
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE BAWDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5SIMON BOWE
IRS990/Form990PartVIISectionAGrp/PersonNm6CLIFF CRONK
IRS990/Form990PartVIISectionAGrp/PersonNm7GAIL DIXON
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANCO FEDRIZZI
IRS990/Form990PartVIISectionAGrp/PersonNm9MANDY FRIEMEL
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTINE HARVEY
IRS990/Form990PartVIISectionAGrp/PersonNm11BERN HOFMANN
IRS990/Form990PartVIISectionAGrp/PersonNm12GENE HOLST
IRS990/Form990PartVIISectionAGrp/PersonNm13MIKE HORSFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT ISBELL
IRS990/Form990PartVIISectionAGrp/PersonNm15MARTY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm16JEFF LINDMARK
IRS990/Form990PartVIISectionAGrp/PersonNm17LISA MCCRAW
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN PANEK
IRS990/Form990PartVIISectionAGrp/PersonNm19PAUL PARRY
IRS990/Form990PartVIISectionAGrp/PersonNm20RICHARD ROLLER
IRS990/Form990PartVIISectionAGrp/PersonNm21JOHN RICHES
IRS990/Form990PartVIISectionAGrp/PersonNm22DR TIM SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm23CAMI SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm24JIM SPELHAUG
IRS990/Form990PartVIISectionAGrp/PersonNm25HOVEY TINSMAN III
IRS990/Form990PartVIISectionAGrp/PersonNm26RON VENHORST
IRS990/Form990PartVIISectionAGrp/PersonNm27LINDY VOSS
IRS990/Form990PartVIISectionAGrp/PersonNm28KATIE WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm29STEVE ZELLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt046148
IRS990/FundraisingDirectExpensesAmt017714
IRS990/FundraisingGrossIncomeAmt050863
IRS990/GainOrLossGrp/SecuritiesAmt012975
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt0156376
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0138449
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0138449
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017927
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017927
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012975
IRS990/GrossReceiptsAmt0222007
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt027
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013066
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013066
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0585671
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0630610
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PLEASANT VALLEY SCHOOLS EDUCATIONAL FOUNDATION'S MISSION IS TO SUPPORT THE IDEALS OF THE DISTRICT BY PROVIDING SUPPLEMENTAL ASSISTANCE TO THE STUDENTS, STAFF, AND PROGRAMS OF THE PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT BEYOND WHAT IS PROVIDED BY REGULAR DISTRICT RESOURCES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0739292
IRS990/NetAssetsOrFundBalancesEOYAmt0807970
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt012975
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012975
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt033149
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt033149
IRS990/NetUnrlzdGainsLossesInvstAmt039294
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0739292
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0807970
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0GRANT AWARD PAYMENT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2AWARDS REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc3GAMBLING LICENSE
IRS990/OtherExpensesGrp/FundraisingAmt054
IRS990/OtherExpensesGrp/FundraisingAmt1303
IRS990/OtherExpensesGrp/ProgramServicesAmt04544
IRS990/OtherExpensesGrp/ProgramServicesAmt12742
IRS990/OtherExpensesGrp/ProgramServicesAmt2551
IRS990/OtherExpensesGrp/TotalAmt04544
IRS990/OtherExpensesGrp/TotalAmt12796
IRS990/OtherExpensesGrp/TotalAmt2551
IRS990/OtherExpensesGrp/TotalAmt3303
IRS990/OtherLiabilitiesGrp/BOYAmt0143035
IRS990/OtherLiabilitiesGrp/EOYAmt074490
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID BORCHERDING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135977
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0141113
IRS990/PYInvestmentIncomeAmt013226
IRS990/PYOtherExpensesAmt011456
IRS990/PYOtherRevenueAmt043539
IRS990/PYRevenuesLessExpensesAmt040173
IRS990/PYTotalExpensesAmt0152569
IRS990/PYTotalRevenueAmt0192742
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt029384
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0true
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0296656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0251850
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS ORGANIZATION PROVIDED 130 STUDENTS OF THE PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT 138,449 IN SCHOLARSHIP MONEY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleA/OtherSupportSumAmt01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0426025013
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PLEASANT VALLEY COMM SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0PLEASANT VALLEY COMM SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt017714
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06645
IRS990ScheduleD/ExpensesSubtotalAmt0168264
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06645
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06645
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0630610
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0COMMUNITY FOUNDATION
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039294
IRS990ScheduleD/OtherExpensesIncludedAmt017714
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt071696

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$882,460
Liabilities
$74,490
Net assets
$807,970
Revenue
$204,293
Expenses
$174,909
Net income
$29,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.00$0.08$0.93$0.19$0.19$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.88$0.19$0.19$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.07$0.81$0.20$0.17$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.14$0.74$0.19$0.15$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.06$0.80$0.22$0.14$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.69$0.08$0.60$0.19$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.05$0.60$0.18$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.10$0.54$0.18$0.17$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.03$0.52$0.14$0.12$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.04$0.47$0.14$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.44$0.17$0.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.03$0.37$0.10$0.08$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.02$0.32$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.04$0.30$0.09$0.06$0.03