Civic Intelligence

Shady Valley PTO

990EZ • Fiscal year 2023 • EIN 46-1748724

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 23, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

90th percentile

106%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$21,683

Flat from 2023

Net Assets

$21,683

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin68th percentile

Revenue

Flat

$37,282

Flat from 2023

Expenses

Flat

$31,875

Flat from 2023

Net Income

Flat

$5,407

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth80th 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: $0Net Assets 2023: $21,6832023Assets 2023: $21,683Liabilities 2023: $02023Assets 2024: $28,610Liabilities 2024: $02024Assets 2025: $51,302Liabilities 2025: $0Net Assets 2025: $51,3022025

Highlighted filing

2023

Assets$21,683
Liabilities$0
Net Assets$21,683
Open 2023 Filing

Operations Trend

Revenue Growth90th 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 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

2023

Revenue$37,282
Expenses$31,875
Net Income$5,407
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$85,571
Mission and Program Overview

Mission

Teacher and student support

Program Services

DescriptionGrantsExpenses
TEACHER GRANTS- DOLLARS GIVEN TO TEACHERS/ACADEMIC AREAS TO SUPPORT ADDITIONAL PURCHASES-$10,654
FIELD TRIP TRANSPORTATION- DOLLARS TO GIVE SUPPORT TO FIELD TRIP EXPENSES-$5,750
STUDENT/FAMILY PROGRAMS- PROGRAMS AND EVENTS TO PROVIDE STUDENTS AND THEIR FAMILIES ADDITIONAL OPPORTUNITIES TO LEARN-$2,137
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BARBERACo-PresidentPT$0--
CHRISSY HIEBERTCo-PresidentPT$0--
JULIA JACOBSENVice President-$0--
STEPHANIE GIVENTreasurer-$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
Address
W180N8130 TOWN HALL ROAD, MENOMONEE FALLS, WI 53051

Signing Officer

Name
Stephanie Givens Treasurer
Title
Treasurer
Phone
2624423374
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity teacher grants grantee shady lane school amount 1,755activity student scholarships amount 6,515activity general grants amount 5,500”

Description of other expenses Part I line 16

“Description amount5th grade promotion 953grandparents day 861family night 147kids choice day 40dare 922field trips 5,750teacher supplies 951bank fee 14operating expenses 674pto meetings 35teacher supplies 4,465sunshine 3,071talent show 222”

Raw XML Appendix170 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/BOYAmt016276
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021683
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01650
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05407
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016276
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021683
IRS990EZ/FundraisingGrossIncomeAmt083921
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013770
IRS990EZ/GrossReceiptsAmt085571
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016276
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021683
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016276
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021683
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARA BARBERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISSY HIEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA JACOBSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHANIE GIVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt018105
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/ProgramServiceExpensesAmt02137
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110654
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25750
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt048289
IRS990EZ/SpecialEventsNetIncomeLossAmt035632
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031875
IRS990EZ/TotalProgramServiceExpensesAmt018541
IRS990EZ/TotalRevenueAmt037282
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHADYVALLEYPTO.WORDPRESS.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03002
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03477
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023980
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt083921
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt047229
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt021965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt062932
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0118885
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0334932
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0358912
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085571
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt066409
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0133949
IRS990ScheduleA/Total509Grp/TotalAmt0358912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt085571
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt066410
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0133957
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0358922
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HERO RUN
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY TEACHER GRANTS GRANTEE SHADY LANE SCHOOL AMOUNT 1,755ACTIVITY STUDENT SCHOLARSHIPS AMOUNT 6,515ACTIVITY GENERAL GRANTS AMOUNT 5,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNT5TH GRADE PROMOTION 953GRANDPARENTS DAY 861FAMILY NIGHT 147KIDS CHOICE DAY 40DARE 922FIELD TRIPS 5,750TEACHER SUPPLIES 951BANK FEE 14OPERATING EXPENSES 674PTO MEETINGS 35TEACHER SUPPLIES 4,465SUNSHINE 3,071TALENT SHOW 222
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE GIVENS TREASURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02624423374
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
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/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M SARGENT
ReturnHeader/ReturnTs02023-10-25T09:51:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GIVENS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$21,683
Liabilities
$0
Net assets
$21,683
Revenue
$37,282
Expenses
$31,875
Net income
$5,407
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
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$37.3$31.9$5.41
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