Civic Intelligence

Parent Teachers Organization Valley School PTO

990EZ • Fiscal year 2024 • EIN 51-0135798

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 11, 2024

Organization ProfileN/A
3601 Jonathon DrDayton, OH 45434

(937) 901-9694

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.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-7.2%

Faster asset growth than 36% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$61,304

Down $9,929 (-14%) from 2022

Net Assets

Down

$61,304

Down $9,929 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin65th percentile

Revenue

Down

$90,973

Down $8,030 (-8.1%) from 2022

Expenses

Up

$79,613

Up $695 (+0.9%) from 2022

Net Income

Down

$11,360

Down $8,725 (-43%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$80K$60K$40K$20K$0Assets 2011: $59,520Net Assets 2011: $59,5202011Assets 2012: $67,802Net Assets 2012: $67,8022012Assets 2013: $60,443Net Assets 2013: $60,4432013Assets 2014: $54,533Net Assets 2014: $54,5332014Assets 2015: $59,211Net Assets 2015: $59,2112015Assets 2016: $54,068Net Assets 2016: $54,0682016Assets 2017: $49,387Net Assets 2017: $49,3872017Assets 2018: $66,533Liabilities 2018: $02018Assets 2019: $61,007Liabilities 2019: $02019Assets 2020: $73,246Liabilities 2020: $36,6232020Assets 2021: $51,148Liabilities 2021: $0Net Assets 2021: $51,1482021Assets 2022: $71,233Liabilities 2022: $0Net Assets 2022: $71,2332022Assets 2024: $61,304Liabilities 2024: $0Net Assets 2024: $61,3042024Assets 2025: $69,374Net Assets 2025: $69,3742025

Highlighted filing

2024

Assets$61,304
Liabilities$0
Net Assets$61,304
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $61,636Expenses 2011: $67,806Net Income 2011: -$6,1702011Revenue 2012: $71,095Expenses 2012: $62,813Net Income 2012: $8,2822012Revenue 2013: $72,937Expenses 2013: $80,296Net Income 2013: -$7,3592013Revenue 2014: $65,064Expenses 2014: $70,974Net Income 2014: -$5,9102014Revenue 2015: $75,044Expenses 2015: $70,366Net Income 2015: $4,6782015Revenue 2016: $80,589Expenses 2016: $85,732Net Income 2016: -$5,1432016Revenue 2017: $77,347Expenses 2017: $82,028Net Income 2017: -$4,6812017Revenue 2018: $105,489Expenses 2018: $88,342Net Income 2018: $17,1472018Revenue 2019: $104,587Expenses 2019: $110,114Net Income 2019: -$5,5272019Revenue 2020: $96,661Expenses 2020: $121,043Net Income 2020: -$24,3822020Revenue 2021: $59,931Expenses 2021: $45,406Net Income 2021: $14,5252021Revenue 2022: $99,003Expenses 2022: $78,918Net Income 2022: $20,0852022Revenue 2024: $90,973Expenses 2024: $79,613Net Income 2024: $11,3602024Revenue 2025: $72,241Expenses 2025: $64,171Net Income 2025: $8,0702025

Highlighted filing

2024

Revenue$90,973
Expenses$79,613
Net Income$11,360
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$90,973
Mission and Program Overview

Mission

The parent teachers organization is organized to provide financial and material support to the teachers and students of valley elementary school in beavercreek, ohio.

Promote support for valley elem school

Program Services

DescriptionGrantsExpenses
COMMUNITY OUTREACH , TEACHER APPRECIATION, PLAYGROUND EQUIPMENT-$79,613
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDSEY WEISBECKERPresidentPT$0--
SCOTT BURNSBookkeeping TreasurerPT$0--
ALEXANDRIA MOUNTVice PresidentPT$0--
MALLORY SKIDMORESecretaryPT$0--
AMANDA GREENWOODTreasurerPT$0--
DANIELLE DEIKEVounteer CoordinatorPT$0--
Filing and Contact Details

Filer

Filer Name
Valley Elementary Pto
EIN
51-0135798
Address
3601 JONATHON DR, DAYTON, OH 45434

Signing Officer

Name
Scott Burns
Title
Treasurer
Phone
9379019694
Signed
2024-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Hicks & Co Tax Service LLC
Address
131 S Allison Avenue, Xenia, OH 45385
Preparer
John M Hicks
Phone
9373727775
Supplemental Narrative

Additional Explanations

Amended return information

“Discovered after filing original 990-n revenue exceeded $50,000 average for three prior years”

Raw XML Appendix134 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/AmendedReturnInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt079613
IRS990EZ/BooksInCareOfDetail/PersonNm0SCOTT BURNS
IRS990EZ/BooksInCareOfDetail/PhoneNum09379019694
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03601 JONATHON DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045434
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061304
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt090973
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011360
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061304
IRS990EZ/GrossReceiptsAmt090973
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061304
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061304
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDSEY WEISBECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALEXANDRIA MOUNT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MALLORY SKIDMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMANDA GREENWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIELLE DEIKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOOKKEEPING TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VOUNTEER COORDINATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE SUPPORT FOR VALLEY ELEM SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY OUTREACH , TEACHER APPRECIATION, PLAYGROUND EQUIPMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt079613
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079613
IRS990EZ/TotalProgramServiceExpensesAmt079613
IRS990EZ/TotalRevenueAmt090973
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt090973
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt090973
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090973
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt090973
IRS990ScheduleA/TotalSupportAmt090973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISCOVERED AFTER FILING ORIGINAL 990-N REVENUE EXCEEDED $50,000 AVERAGE FOR THREE PRIOR YEARS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Amended return information
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09379019694
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0510135798
ReturnHeader/Filer/USAddress/AddressLine1Txt03601 JONATHON DR
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045434
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020712863
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hicks & Co Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0131 S Allison Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Xenia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045385
ReturnHeader/PreparerPersonGrp/PhoneNum09373727775
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John M Hicks
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T11:09:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,304
Liabilities
$0
Net assets
$61,304
Revenue
$90,973
Expenses
$79,613
Net income
$11,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.69$0.72$0.64$0.08
2024Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.91$0.80$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.99$0.79$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.60$0.45$0.15
2020Summary only. Only limited summary data is available for this year.$0.73$0.37$0.97$1.21$0.24
2019Summary only. Only limited summary data is available for this year.$0.61$0.00$1.05$1.10$0.06
2018Summary only. Only limited summary data is available for this year.$0.67$0.00$1.05$0.88$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.77$0.82$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.54$0.81$0.86$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.75$0.70$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.55$0.65$0.71$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.73$0.80$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$0.71$0.63$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.62$0.68$0.06