Civic Intelligence

Shady Valley PTO

990EZ • Fiscal year 2021 • EIN 46-1748724

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 09, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-7.3%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$25,789

Down $2,021 (-7.3%) from 2020

Net Assets

Down

$25,789

Down $2,021 (-7.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$12,325

Down $18,386 (-60%) from 2020

Expenses

Down

$14,346

Down $2,191 (-13%) from 2020

Net Income

Down

-$2,021

Down $16,195 (-114%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$25,789
Liabilities$0
Net Assets$25,789

Operations Trend

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

2021

Revenue$12,325
Expenses$14,346
Net Income-$2,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$25,229
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--
TEACHER GRANTS- DOLLARS GIVEN TO TEACHERS/ACADEMIC AREAS TO SUPPORT ADDITIONAL PURCHASES--
FIELD TRIP TRANSPORTATION- DOLLARS TO GIVE SUPPORT TO FIELD TRIP EXPENSES--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BARBERACo-PresidentPT$0--
CHRISSY HIEBERTCo-PresidentPT$0--
JENNY STAHLCo-Vice President-$0--
LIZ MERKELSecretary-$0--
STEPHANIE GIVENCo-Treasurer-$0--
MATT THODECo-Treasurer-$0--
RAQUEL JUNGCo-Vice President-$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
2021-11-09
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 376REFUND FROM PRIOR YEAR EXPENSE 2,100

List of grants and similar amounts paid Part I line 10

Activity TEACHER GRANTS Amount 3,380Activity STUDENT SCHOLARSHIPS Amount 4,000

Description of other expenses Part I line 16

Description AmountBANK FEE 41WDFI 79INSURANCE 295KIDS CHOICE DAY 54DARE 560TEACHERS GIFTS 5,125TEACHER SUPPLIES 812

Raw XML Appendix188 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/PersonNm0STEPHANIE GIVEN
IRS990EZ/BooksInCareOfDetail/PhoneNum02622502620
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N82W18324 INDEPENDENCE LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MENOMONEE FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053051
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027810
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025789
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0787
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2021
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027810
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025789
IRS990EZ/FundraisingGrossIncomeAmt021965
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07380
IRS990EZ/GrossReceiptsAmt025229
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027810
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025789
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027810
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025789
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISSY HIEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNY STAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LIZ MERKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE GIVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT THODE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RAQUEL JUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt06966
IRS990EZ/OtherRevenueTotalAmt02476
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012904
IRS990EZ/SpecialEventsNetIncomeLossAmt09061
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014346
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt012325
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHADYVALLEYPTO.WORDPRESS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019864
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt021965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt062932
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0118885
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt071677
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0275459
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0295323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0133949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072213
IRS990ScheduleA/Total509Grp/TotalAmt0295323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt066410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0133957
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt072215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0295335
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOOPALOOZA
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOTHER INCOME 376REFUND FROM PRIOR YEAR EXPENSE 2,100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity TEACHER GRANTS Amount 3,380Activity STUDENT SCHOLARSHIPS Amount 4,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBANK FEE 41WDFI 79INSURANCE 295KIDS CHOICE DAY 54DARE 560TEACHERS GIFTS 5,125TEACHER SUPPLIES 812
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE GIVEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02622502620
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY WENZEL
ReturnHeader/ReturnTs02021-11-11T10:16:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIVEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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