Civic Intelligence

Penn Valley Elementary School Hsa

990EZ • Fiscal year 2018 • EIN 46-4857361

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 03, 2018

Organization ProfileN/A
301 Righters Mill RdNarberth, PA 19072

(610) 645-1460

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

87th percentile

67%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

77%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$47,476

Up $19,068 (+67%) from 2017

Net Assets

Up

$47,476

Up $19,068 (+67%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Up

$94,004

Up $41,016 (+77%) from 2017

Expenses

Up

$74,936

Up $2,243 (+3.1%) from 2017

Net Income

Up

$19,068

Up $38,773 (+197%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$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

2018

Assets$47,476
Liabilities-
Net Assets$47,476
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

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

2018

Revenue$94,004
Expenses$74,936
Net Income$19,068
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 3, 2018
Return Version
2017v2.3
Gross Receipts
$94,004
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOOL EVENTS-$21,739
ART, GYM AND MISC PROGRAM EXP-$12,706
OTHER PROGRAMS DOES NOT FALL UNDER 1ST, 2ND OR THIRD ACCOMPLISHMENT-$12,136
SCHOOL EQUIPMENT DONATION-$1,336
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WHITNEY HOFFMANPresident-$0--
KIM HEFTPresident-$0--
IRENE REYNOLDSVice Preside-$0--
ALYCE CERNIGLIAVice Preside-$0--
KAREN GUTSCHETreasurer-$0--
KIM LICHTENSTEINTreasurer-$0--
JENIA KEATINGSecretary-$0--
VIRGINIA DAVISSecretary-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kim Lichtenstein
Title
Treasurer
Signed
2018-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Pendergrass Financial Group
Address
1 REDTAIL CT, WEST CHESTER, PA 19382-7487
Preparer
Theodore Pendergrass Ii
Phone
2154223300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses 5th grade expenses 12,706 bank fees 181 donations 6,767 enrichment events 20,126 fundraising expense 27,019 school gifts 1,336 social events 1,613 supplies 428 communications 1,693 hospitality 1,559 isc expenses 1,375 teacher appreciation 48 health office 85 total 74,936”

Form 990-ez, Part III

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

Form 990-ez, Part III, Line 31

“Other programs does not fall under 1st, 2nd or third accomplishment”

Raw XML Appendix146 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/PersonNm0KIM LICHTENSTEIN
IRS990EZ/BooksInCareOfDetail/PhoneNum06106451460
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 RIGHTERS MILL RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NARBERTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019072
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028408
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt047476
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt023625
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019068
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028408
IRS990EZ/Form990TotalAssetsGrp/EOYAmt047476
IRS990EZ/FundraisingGrossIncomeAmt070379
IRS990EZ/GrossReceiptsAmt094004
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028408
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047476
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028408
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047476
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WHITNEY HOFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM HEFT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2IRENE REYNOLDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALYCE CERNIGLIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN GUTSCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM LICHTENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JENIA KEATING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7VIRGINIA DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt074936
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE COMMUNITY SUPPORT TO PENN VALLEY ELEMENTARY SCHOOL THROUGH PROGRAMMING AND OTHER ACTIVITES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ART, GYM AND MISC PROGRAM EXP
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL EQUIPMENT DONATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAMS DOES NOT FALL UNDER 1ST, 2ND OR THIRD ACCOMPLISHMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012706
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121739
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21336
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt312136
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt070379
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074936
IRS990EZ/TotalProgramServiceExpensesAmt047917
IRS990EZ/TotalRevenueAmt094004
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt014285
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt037910
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt070379
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt037910
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt014285
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt037910
IRS990ScheduleA/TotalSupportAmt037910
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 5TH GRADE EXPENSES 12,706 BANK FEES 181 DONATIONS 6,767 ENRICHMENT EVENTS 20,126 FUNDRAISING EXPENSE 27,019 SCHOOL GIFTS 1,336 SOCIAL EVENTS 1,613 SUPPLIES 428 COMMUNICATIONS 1,693 HOSPITALITY 1,559 ISC EXPENSES 1,375 TEACHER APPRECIATION 48 HEALTH OFFICE 85 TOTAL 74,936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE COMMUNITY SUPPORT TO PENN VALLEY ELEMENTARY SCHOOL THROUGH PROGRAMMING AND OTHER ACTIVITES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROGRAMS DOES NOT FALL UNDER 1ST, 2ND OR THIRD ACCOMPLISHMENT
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM LICHTENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PENN VALLEY ELEMENTARY SCHOOL HSA
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0464857361
ReturnHeader/Filer/USAddress/AddressLine1Txt0301 RIGHTERS MILL RD
ReturnHeader/Filer/USAddress/CityNm0NARBERTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019072
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D4C5D760FF70FBF8592CF41B67C26DAE6DA4246F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D4C5D760FF70FBF8592CF41B67C26DAE6DA4246F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.225.100.114
ReturnHeader/FilingSecurityInformation/IPDt02018-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:31:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030474932
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PENDERGRASS FINANCIAL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 REDTAIL CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST CHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193827487
ReturnHeader/PreparerPersonGrp/PhoneNum02154223300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THEODORE PENDERGRASS II
ReturnHeader/ReturnTs02018-10-09T17:31:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,476
Liabilities
-
Net assets
$47,476
Revenue
$94,004
Expenses
$74,936
Net income
$19,068
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