Civic Intelligence

Penn Valley Elementary School Hsa

EIN 46-4857361 • 501(c)3 • Narberth, PA

Profile

To provided community support to penn valley elementary school through progranning and other activities

301 Righters Mill RdNarberth, PA 19072

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

84th percentile

35%

Higher net margin than 84% 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

79th percentile

27%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

55th percentile

1.8%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$110,353

Up $23,154 (+27%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$110,353

Up $23,154 (+27%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Up

$65,449

Up $1,188 (+1.8%) from 2024

Expenses

Up

$42,295

Up $3,779 (+9.8%) from 2024

Net Income

Down

$23,154

Down $2,591 (-10%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2017: $28,408Net Assets 2017: $28,4082017Assets 2018: $47,476Net Assets 2018: $47,4762018Assets 2019: $31,359Net Assets 2019: $31,3592019Assets 2020: $50,497Net Assets 2020: $50,4972020Assets 2022: $47,412Net Assets 2022: $47,4122022Assets 2023: $61,454Net Assets 2023: $61,4542023Assets 2024: $87,199Net Assets 2024: $87,1992024Assets 2025: $110,353Net Assets 2025: $110,3532025

Highlighted filing

2025

Assets$110,353
Liabilities-
Net Assets$110,353
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2017: $52,988Expenses 2017: $72,693Net Income 2017: -$19,7052017Revenue 2018: $94,004Expenses 2018: $74,936Net Income 2018: $19,0682018Revenue 2019: $78,363Expenses 2019: $94,480Net Income 2019: -$16,1172019Revenue 2020: $50,490Expenses 2020: $31,352Net Income 2020: $19,1382020Revenue 2022: $37,502Expenses 2022: $39,869Net Income 2022: -$2,3672022Revenue 2023: $51,830Expenses 2023: $37,788Net Income 2023: $14,0422023Revenue 2024: $64,261Expenses 2024: $38,516Net Income 2024: $25,7452024Revenue 2025: $65,449Expenses 2025: $42,295Net Income 2025: $23,1542025

Highlighted filing

2025

Revenue$65,449
Expenses$42,295
Net Income$23,154
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$110,353
Liabilities
-
Net assets
$110,353
Revenue
$65,449
Expenses
$42,295
Net income
$23,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.65$0.42$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.64$0.39$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.52$0.38$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.38$0.40$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.50$0.31$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.78$0.94$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.94$0.75$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.28$0.53$0.73$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 20, 2025
Return Version
2024v5.0
Gross Receipts
$92,456
Mission and Program Overview

Mission

To provide community support to penn valley elementary school through programming and other activites

To provided community support to penn valley elementary school through progranning and other activities

Program Services

DescriptionGrantsExpenses
SCHOOL EVENTS-$19,615
ART, GYM AND MISC. PROGRAM EXPENSES-$15,673
SCHOOL EQUIPMENT DONATIONS-$6,127
OTHER PROGRAMS THAT DO NOT FALL UNDER 1ST, 2ND OR 3RD ACCOMPLISHMENTS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER CURTISCo - Treasur-$0--
MAISY WONGCo - Secreta-$0--
REINA JOCOBYCo - Preside-$0--
VERONIC BARKLEYCo - Preside-$0--
CHERI WILLNERAt-Large Mem-$0--
KACHIU LEECo - Treasur-$0--
CAROLYN KAUFMANNCo-Secretary-$0--
KATE LATINIAt-Large Mem-$0--
TRISH HEINCo - Vice Pr-$0--
KATIE DUBOFFPanther Pres-$0--
ANNA STOCKMANAt-Large Mem-$0--
REBECCA BRODSKYCo - Vice Pr-$0--
ANNE FRANKELIsc Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pv Social & App$21,951$21,951$5,865$16,086
Book Fair$10,910$10,910$8,125$2,785
Total Events$52,199$52,199$18,941$33,258
Filing and Contact Details

Filer

Filer Name
Penn Valley Elementary School Hsa
EIN
46-4857361
Phone
4019357251
Address
301 RIGHTERS MILL RD, NARBERTH, PA 19072

Signing Officer

Name
Kachiu Lee
Title
Co - Treasurer
Phone
4019357251
Signed
2025-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Thomas J Schwabenland Pc
Address
2 VILLAGE ROAD 7C, HORSHAM, PA 19044
Preparer
Thomas J Schwabenland CPA
Phone
2153462665
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses gifts to school 6,127 4th & 5th grade expenses 11,988 miscellaneous 503 enrichment evernts 10,873 social events 2,070 communications 1,888 teacher appreciation exp 6,169 isc 1,797 total 41,415”

Form 990-ez, Part III

“To provided community support to penn valley elementary school through progranning and other activities”

Form 990-ez, Part III, Line 31

“Other programs that do not fall under 1st, 2nd or 3rd accomplishments”

Raw XML Appendix199 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
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0301 RIGHTERS MILL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NARBERTH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNIFER CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAISY WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REINA JOCOBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VERONIC BARKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHERI WILLNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KACHIU LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROLYN KAUFMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATE LATINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRISH HEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATIE DUBOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANNA STOCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11REBECCA BRODSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ANNE FRANKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO - TREASUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO - SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO - PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO - PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT-LARGE MEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CO - TREASUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CO-SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AT-LARGE MEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CO - VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PANTHER PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10AT-LARGE MEM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11CO - VICE PR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12ISC REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041415
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDED COMMUNITY SUPPORT TO PENN VALLEY ELEMENTARY SCHOOL THROUGH PROGRANNING AND OTHER ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ART, GYM AND MISC. PROGRAM EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL EQUIPMENT DONATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAMS THAT DO NOT FALL UNDER 1ST, 2ND OR 3RD ACCOMPLISHMENTS
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01332
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PV SOCIAL & APP
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010910
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt019338
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018941
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05865
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt03
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES GIFTS TO SCHOOL 6,127 4TH & 5TH GRADE EXPENSES 11,988 MISCELLANEOUS 503 ENRICHMENT EVERNTS 10,873 SOCIAL EVENTS 2,070 COMMUNICATIONS 1,888 TEACHER APPRECIATION EXP 6,169 ISC 1,797 TOTAL 41,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDED COMMUNITY SUPPORT TO PENN VALLEY ELEMENTARY SCHOOL THROUGH PROGRANNING AND OTHER ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROGRAMS THAT DO NOT FALL UNDER 1ST, 2ND OR 3RD ACCOMPLISHMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KACHIU LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO - TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04019357251
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN VALLEY ELEMENTARY SCHOOL HSA
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0464857361
ReturnHeader/Filer/PhoneNum04019357251
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 RIGHTERS MILL RD
ReturnHeader/Filer/USAddress/CityNm0NARBERTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019072
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043800675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS J SCHWABENLAND PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 VILLAGE ROAD 7C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HORSHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019044
ReturnHeader/PreparerPersonGrp/PhoneNum02153462665
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J SCHWABENLAND CPA
ReturnHeader/ReturnTs02025-09-15T16:10:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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