Civic Intelligence

Shady Valley PTO

EIN 46-1748724 • 501(c)3 • Menomonee Falls, WI

Profile

Teacher and student support

W180n8130 Town Hall RoadMenomonee Falls, WI 53051

www.shadyvalleypto.wordpress.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

90th percentile

79%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$51,302

Up $22,692 (+79%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$51,302

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin85th percentile

Revenue

Up

$61,110

Up $13,705 (+29%) from 2024

Expenses

Down

$38,418

Down $2,060 (-5.1%) from 2024

Net Income

Up

$22,692

Up $15,765 (+228%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2017: $25,784Liabilities 2017: $02017Assets 2018: $24,338Liabilities 2018: $02018Assets 2019: $13,636Liabilities 2019: $02019Assets 2020: $27,810Liabilities 2020: $0Net Assets 2020: $27,8102020Assets 2021: $25,789Liabilities 2021: $0Net Assets 2021: $25,7892021Assets 2022: $16,276Liabilities 2022: $0Net Assets 2022: $16,2762022Assets 2023: $21,683Liabilities 2023: $02023Assets 2024: $28,610Liabilities 2024: $02024Assets 2025: $51,302Liabilities 2025: $0Net Assets 2025: $51,3022025

Highlighted filing

2025

Assets$51,302
Liabilities$0
Net Assets$51,302
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2017: $35,438Expenses 2017: $29,034Net Income 2017: $6,4042017Revenue 2018: $36,467Expenses 2018: $37,913Net Income 2018: -$1,4462018Revenue 2019: $23,579Expenses 2019: $34,281Net Income 2019: -$10,7022019Revenue 2020: $30,711Expenses 2020: $16,537Net Income 2020: $14,1742020Revenue 2021: $12,325Expenses 2021: $14,346Net Income 2021: -$2,0212021Revenue 2022: $18,069Expenses 2022: $25,847Net Income 2022: -$7,7782022Revenue 2023: $37,282Expenses 2023: $31,875Net Income 2023: $5,4072023Revenue 2024: $47,405Expenses 2024: $40,478Net Income 2024: $6,9272024Revenue 2025: $61,110Expenses 2025: $38,418Net Income 2025: $22,6922025

Highlighted filing

2025

Revenue$61,110
Expenses$38,418
Net Income$22,692
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,302
Liabilities
$0
Net assets
$51,302
Revenue
$61,110
Expenses
$38,418
Net income
$22,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$61.1$38.4$22.7
2024Summary only. Only limited summary data is available for this year.$28.6$0.00$47.4$40.5$6.93
2023Summary only. Only limited summary data is available for this year.$21.7$0.00$37.3$31.9$5.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$18.1$25.8$7.78
2021Detailed filing. Detailed filing data is available for this year.$25.8$0.00$25.8$12.3$14.3$2.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.00$27.8$30.7$16.5$14.2
2019Summary only. Only limited summary data is available for this year.$13.6$0.00$23.6$34.3$10.7
2018Summary only. Only limited summary data is available for this year.$24.3$0.00$36.5$37.9$1.45
2017Summary only. Only limited summary data is available for this year.$25.8$0.00$35.4$29.0$6.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 31, 2024
Return Version
2024v5.2
Gross Receipts
$91,309
Mission and Program Overview

Mission

Teacher and student support

Program Services

DescriptionGrantsExpenses
STUDENT/FAMILY PROGRAMS- PROGRAMS AND EVENTS TO PROVIDE STUDENTS AND THEIR FAMILIES ADDITIONAL OPPORTUNITIES TO LEARN-$10,580
TEACHER GRANTS- DOLLARS GIVEN TO TEACHERS/ACADEMIC AREAS TO SUPPORT ADDITIONAL PURCHASES-$7,869
FIELD TRIP TRANSPORTATION- DOLLARS TO GIVE SUPPORT TO FIELD TRIP EXPENSES-$4,631
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER OCONNORCo-PresidentPT$0--
AMANDA HACKBARTHCo Vice President-$0--
JULIA JACOBSENCo-President-$0--
JESSICA KEPPLERTreasurer-$0--
MICHELLE CRAMERCo Vice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair----
Hero Run----
Filing and Contact Details

Filer

Filer Name
Shady Valley Pto
EIN
46-1748724
In Care Of
% JESSICA KEPPLER
Phone
2622502620
Address
W180N8130 TOWN HALL ROAD, MENOMONEE FALLS, WI 53051

Signing Officer

Name
Jessica Keppler
Title
Treasurer
Phone
3307308464
Signed
2024-07-31
Discuss with paid preparer
No

Preparer

Firm
Tax Management
Address
N84W15787 Menomonee Ave, Menomonee Falls, WI 53051
Preparer
Michael
Phone
2626223148
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity TEACHER GRANTS Amount 4,711Activity SCHOLARSHIPS Amount 4,540”

Description of other expenses Part I line 16

“Description AmountLICIENCE AND PERMITS 134SUPPLIES 7,253PRIZES 2,216TEACHERS DAY 3,158FAMILY DAY 3,824STAFF REIMBURSEMENT 3,661DARWE 1,178FIELD TRIPS 4,631TREES 2,000BANK FEES 743INSURANCE 295REPAIRS 74”

Raw XML Appendix171 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/PersonNm0JESSICA KEPPLER
IRS990EZ/BooksInCareOfDetail/PhoneNum02622502620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0W166N9519 RICHMOND SR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028610
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt051302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022692
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028610
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051302
IRS990EZ/FundraisingGrossIncomeAmt091309
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09251
IRS990EZ/GrossReceiptsAmt091309
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028610
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028610
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER OCONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA HACKBARTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA JACOBSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA KEPPLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHELLE CRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt029167
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TEACHER AND STUDENT SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT/FAMILY PROGRAMS- PROGRAMS AND EVENTS TO PROVIDE STUDENTS AND THEIR FAMILIES ADDITIONAL OPPORTUNITIES TO LEARN
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TEACHER GRANTS- DOLLARS GIVEN TO TEACHERS/ACADEMIC AREAS TO SUPPORT ADDITIONAL PURCHASES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FIELD TRIP TRANSPORTATION- DOLLARS TO GIVE SUPPORT TO FIELD TRIP EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010580
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17869
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030199
IRS990EZ/SpecialEventsNetIncomeLossAmt061110
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038418
IRS990EZ/TotalProgramServiceExpensesAmt023080
IRS990EZ/TotalRevenueAmt061110
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHADYVALLEYPTO.WORDPRESS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05439
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt091309
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt086666
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt083921
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt047229
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt021965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0331090
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0336529
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt091309
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt085571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt050231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt022752
IRS990ScheduleA/Total509Grp/TotalAmt0336529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt091309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086666
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt085571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt022753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0336530
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HERO RUN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity TEACHER GRANTS Amount 4,711Activity SCHOLARSHIPS Amount 4,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountLICIENCE AND PERMITS 134SUPPLIES 7,253PRIZES 2,216TEACHERS DAY 3,158FAMILY DAY 3,824STAFF REIMBURSEMENT 3,661DARWE 1,178FIELD TRIPS 4,631TREES 2,000BANK FEES 743INSURANCE 295REPAIRS 74
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA KEPPLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03307308464
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHADY VALLEY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0461748724
ReturnHeader/Filer/InCareOfNm0% JESSICA KEPPLER
ReturnHeader/Filer/PhoneNum02622502620
ReturnHeader/Filer/USAddress/AddressLine1Txt0W180N8130 TOWN HALL ROAD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992935199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Management
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N84W15787 Menomonee Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Menomonee Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02626223148
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL
ReturnHeader/ReturnTs02025-09-04T09:14:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits