Civic Intelligence

Shady Valley PTO

990EZ • Fiscal year 2020 • EIN 46-1748724

Jan 01, 2020 to Jun 30, 2020 • Filed on Sep 07, 2021

Organization ProfileWWW.SHADYVALLEYPTO.WORDPRESS.COM
W180n8130 Town Hall RoadMenomonee Falls, WI 53051

(262) 250-2620

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

104%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$27,810

Up $14,174 (+104%) from 2019

Net Assets

$27,810

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin87th percentile

Revenue

Up

$30,711

Up $7,132 (+30%) from 2019

Expenses

Down

$16,537

Down $17,744 (-52%) from 2019

Net Income

Up

$14,174

Up $24,876 (+232%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$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

2020

Assets$27,810
Liabilities$0
Net Assets$27,810
Open 2020 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$30,711
Expenses$16,537
Net Income$14,174
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Jun 30, 2020
Signed
Sep 7, 2021
Return Version
2019v5.1
Gross Receipts
$66,433
Mission and Program Overview

Mission

Teacher and student support

Program Services

DescriptionGrantsExpenses
TEACHER GRANTS- DOLLARS GIVEN TO TEACHERS/ACADEMIC AREAS TO SUPPORT ADDITIONAL PURCHASES-$1,317
STUDENT/FAMILY PROGRAMS- PROGRAMS AND EVENTS TO PROVIDE STUDENTS AND THEIR FAMILIES ADDITIONAL OPPORTUNITIES TO LEARN--
FIELD TRIP TRANSPORTATION- DOLLARS TO GIVE SUPPORT TO FIELD TRIP EXPENSES--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BARBERACo-PresidentPT$0--
KERRY WILMCo-PresidentPT$0--
STEPHANIE KOLLMVice President-$0--
JENNIFER GRANDKOSKISecretary-$0--
FARAH AHMEDCo-Treasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoopalooza----
Filing and Contact Details

Filer

Filer Name
Shady Valley Pto
EIN
46-1748724
Address
W180N8130 TOWN HALL ROAD, MENOMONEE FALLS, WI 53051

Signing Officer

Name
Stephanie Given
Title
Treasurer
Phone
2622502620
Signed
2021-09-07
Discuss with paid preparer
No

Preparer

Firm
Tax Management & Financial Horizons
Address
N84W15787 MENOMONEE AVE STE 5, MENOMONEE FALLS, WI 53051
Preparer
Kimberly Wenzel
Phone
2629238100
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountOTHER INCOME 23”

List of grants and similar amounts paid Part I line 10

“Activity TEACHER GRANTS Amount 1,317Activity STUDENT SCHOLARSHIPS Amount 1,900”

Description of other expenses Part I line 16

“Description AmountTEACHER SUPPLIES 844OPPERATIONS 1,006AUTHOR VISIT 2,1005TH GRADE GRADUATION 953SCHOOL TOOL BOX 58KIDS CHOICE 70TEACHER GIFTS 4,749IG DAY 769DARE 798GRANDPARENTS DAY 40ART ALA CARTE 348MEALS PAID FOR 173FIELD TRIP 551RED RIBBON WEEK 600SPELLING BEE TROPHY 261”

Raw XML Appendix165 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/PersonNm0FARAH AHMED
IRS990EZ/BooksInCareOfDetail/PhoneNum02622502620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N82W18324 INDEPENDENCE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013636
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027810
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03477
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014174
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013636
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027810
IRS990EZ/FundraisingGrossIncomeAmt062932
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03217
IRS990EZ/GrossReceiptsAmt066433
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013636
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027810
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013636
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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/PersonNm0SARA BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KERRY WILM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE KOLLM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER GRANDKOSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FARAH AHMED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013320
IRS990EZ/OtherRevenueTotalAmt023
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/ProgramServiceExpensesAmt01317
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035722
IRS990EZ/SpecialEventsNetIncomeLossAmt027210
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016537
IRS990EZ/TotalProgramServiceExpensesAmt01317
IRS990EZ/TotalRevenueAmt030711
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHADYVALLEYPTO.WORDPRESS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt062932
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0118885
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt071677
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0253494
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0272571
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0133949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt072213
IRS990ScheduleA/Total509Grp/TotalAmt0272571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0133957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0272582
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOOPALOOZA
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER INCOME 23
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity TEACHER GRANTS Amount 1,317Activity STUDENT SCHOLARSHIPS Amount 1,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountTEACHER SUPPLIES 844OPPERATIONS 1,006AUTHOR VISIT 2,1005TH GRADE GRADUATION 953SCHOOL TOOL BOX 58KIDS CHOICE 70TEACHER GIFTS 4,749IG DAY 769DARE 798GRANDPARENTS DAY 40ART ALA CARTE 348MEALS PAID FOR 173FIELD TRIP 551RED RIBBON WEEK 600SPELLING BEE TROPHY 261
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE GIVEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622502620
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHADY VALLEY PTO
ReturnHeader/Filer/BusinessNameControlTxt0SHAD
ReturnHeader/Filer/EIN0461748724
ReturnHeader/Filer/USAddress/AddressLine1Txt0W180N8130 TOWN HALL ROAD
ReturnHeader/Filer/USAddress/CityNm0MENOMONEE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053051
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391960396
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAX MANAGEMENT & FINANCIAL HORIZONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0N84W15787 MENOMONEE AVE STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENOMONEE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053051
ReturnHeader/PreparerPersonGrp/PhoneNum02629238100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY WENZEL
ReturnHeader/ReturnTs02021-09-09T11:38:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,810
Liabilities
$0
Net assets
$27,810
Revenue
$30,711
Expenses
$16,537
Net income
$14,174
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
2020Detailed filing. Detailed filing data is available for this year.$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