Civic Intelligence

Pine Valley Community Association

990EZ • Fiscal year 2023 • EIN 51-0161827

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization ProfileWWW.PINEVALLEYWEBSITE.COM
429 E Dupont Road - Pmb 139Fort Wayne, IN 46825

(260) 637-5403

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$7,800

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

87th percentile

35%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$127,366

Flat from 2023

Net Assets

$127,366

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Flat

$199,365

Flat from 2023

Expenses

Flat

$166,061

Flat from 2023

Net Income

Flat

$33,304

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$200K$150K$100K$50K$0Assets 2011: $118,653Liabilities 2011: $02011Assets 2012: $85,007Liabilities 2012: $02012Assets 2013: $63,416Liabilities 2013: $02013Assets 2014: $79,494Liabilities 2014: $02014Assets 2015: $87,944Liabilities 2015: $02015Assets 2016: $91,662Liabilities 2016: $02016Assets 2017: $70,570Liabilities 2017: $02017Assets 2018: $85,261Liabilities 2018: $02018Assets 2019: $112,279Liabilities 2019: $02019Assets 2020: $101,850Liabilities 2020: $02020Assets 2021: $95,706Liabilities 2021: $02021Assets 2022: $94,062Net Assets 2022: $94,0622022Assets 2023: $127,366Net Assets 2023: $127,3662023Assets 2023: $127,366Liabilities 2023: $02023Assets 2024: $158,085Net Assets 2024: $158,0852024

Highlighted filing

2023

Assets$127,366
Liabilities-
Net Assets$127,366
Open 2023 Filing

Operations Trend

Revenue Growth65th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $111,134Expenses 2011: $102,365Net Income 2011: $8,7692011Revenue 2012: $107,835Expenses 2012: $141,481Net Income 2012: -$33,6462012Revenue 2013: $107,303Expenses 2013: $128,894Net Income 2013: -$21,5912013Revenue 2014: $133,519Expenses 2014: $117,441Net Income 2014: $16,0782014Revenue 2015: $130,987Expenses 2015: $122,537Net Income 2015: $8,4502015Revenue 2016: $136,137Expenses 2016: $132,419Net Income 2016: $3,7182016Revenue 2017: $135,361Expenses 2017: $156,452Net Income 2017: -$21,0912017Revenue 2018: $287,150Expenses 2018: $128,884Net Income 2018: $158,2662018Revenue 2019: $143,193Expenses 2019: $116,175Net Income 2019: $27,0182019Revenue 2020: $168,076Expenses 2020: $178,506Net Income 2020: -$10,4302020Revenue 2021: $173,460Expenses 2021: $179,604Net Income 2021: -$6,1442021Revenue 2022: $174,828Expenses 2022: $176,472Net Income 2022: -$1,6442022Revenue 2023: $199,365Expenses 2023: $166,061Net Income 2023: $33,3042023Revenue 2023: $199,365Expenses 2023: $166,061Net Income 2023: $33,3042023Revenue 2024: $199,455Expenses 2024: $168,737Net Income 2024: $30,7182024

Highlighted filing

2023

Revenue$199,365
Expenses$166,061
Net Income$33,304
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Gross Receipts
$199,365
Mission and Program Overview

Mission

To collect & disburse maintenance fees c/o covenants.

Program Services

DescriptionGrantsExpenses
LAKE MAINTENANCE, LAND & LANDSCAPING, PEST CONTROL, ELECTRICAL WORK, NEWSLETTER, 4TH OF JULY PARADE, HALLOWEEN OPEN GARAGE EVENT, NEIGHBORHOOD SECURITY PATROL, INSURANCE, ELECTRICITY FOR LAKE FOUNTAINS, ENTRYWAY LIGHTS AND WALKWAY LIGHTS AROUND SOME LAKE AREAS, LEGAL REPRESENTATION AND SNOW REMOVAL.-$164,720
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH F BLEE-RAMSEYSecretary/TrPT$7,800-$7,800
DARREN HESSPresident-$7,570-$7,570
CHRIS PFLIEGERVice Preside-$0--
JESSICA HOPKINSDirector-$0--
NICK JARRELLDirector-$0--
NANCY JIMENEZDirector-$0--
BRAD LEWISDirector-$0--
NICK SCHEIBDirector-$0--
JAMES WINGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pine Valley Community Association
EIN
51-0161827
Phone
2606375403
Address
429 E DUPONT ROAD - PMB 139, FORT WAYNE, IN 46825

Signing Officer

Name
Judith F Blee-ramsey
Title
Secretary/treasurer
Phone
2606375403
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Dulin Ward & Dewald Inc
Address
9921 DUPONT CIRCLE DR W 300, FORT WAYNE, IN 46825-1610
Preparer
Jenny I Lemmon CPA
Phone
2604232414
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“OTHER 2,627 TOTAL 2,627”

Form 990-ez, Part I, Line 16

“Expenses office supplies 261 bank service charges 30 insurance 4,325 community benefits 6,506 miscellaneous 441 special projects 6,167 nature preserve project 500 total 18,230”

Form 990-ez, Part III, Line 28

“Lake maintenance, land & landscaping, pest control, electrical work, newsletter, 4th of july parade, halloween open garage event, neighborhood security patrol, insurance, electricity for lake fountains, entryway lights and walkway lights around some lake areas, legal representation and snow removal.”

Raw XML Appendix137 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/PersonNm0JUDITH F BLEE-RAMSEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02606375403
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011306 WESTWIND DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046845
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094062
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127366
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05744
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033304
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018543
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094062
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127366
IRS990EZ/GrossReceiptsAmt0199365
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0189218
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094062
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127366
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094062
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127366
IRS990EZ/OccupancyRentUtltsAndMaintAmt0106689
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt29.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt07570
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt27800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DARREN HESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS PFLIEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDITH F BLEE-RAMSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK JARRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NANCY JIMENEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRAD LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NICK SCHEIB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES WINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018230
IRS990EZ/OtherRevenueTotalAmt02627
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO COLLECT & DISBURSE MAINTENANCE FEES C/O COVENANTS.
IRS990EZ/PrintingPublicationsPostageAmt09904
IRS990EZ/ProgramServiceRevenueAmt01750
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LAKE MAINTENANCE, LAND & LANDSCAPING, PEST CONTROL, ELECTRICAL WORK, NEWSLETTER, 4TH OF JULY PARADE, HALLOWEEN OPEN GARAGE EVENT, NEIGHBORHOOD SECURITY PATROL, INSURANCE, ELECTRICITY FOR LAKE FOUNTAINS, ENTRYWAY LIGHTS AND WALKWAY LIGHTS AROUND SOME LAKE AREAS, LEGAL REPRESENTATION AND SNOW REMOVAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0164720
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012695
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0166061
IRS990EZ/TotalProgramServiceExpensesAmt0164720
IRS990EZ/TotalRevenueAmt0199365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PINEVALLEYWEBSITE.COM
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER 2,627 TOTAL 2,627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 261 BANK SERVICE CHARGES 30 INSURANCE 4,325 COMMUNITY BENEFITS 6,506 MISCELLANEOUS 441 SPECIAL PROJECTS 6,167 NATURE PRESERVE PROJECT 500 TOTAL 18,230
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LAKE MAINTENANCE, LAND & LANDSCAPING, PEST CONTROL, ELECTRICAL WORK, NEWSLETTER, 4TH OF JULY PARADE, HALLOWEEN OPEN GARAGE EVENT, NEIGHBORHOOD SECURITY PATROL, INSURANCE, ELECTRICITY FOR LAKE FOUNTAINS, ENTRYWAY LIGHTS AND WALKWAY LIGHTS AROUND SOME LAKE AREAS, LEGAL REPRESENTATION AND SNOW REMOVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH F BLEE-RAMSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02606375403
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINE VALLEY COMMUNITY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PINE
ReturnHeader/Filer/EIN0510161827
ReturnHeader/Filer/PhoneNum02606375403
ReturnHeader/Filer/USAddress/AddressLine1Txt0429 E DUPONT ROAD - PMB 139
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046825
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351344820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DULIN WARD & DEWALD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09921 DUPONT CIRCLE DR W 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468251610
ReturnHeader/PreparerPersonGrp/PhoneNum02604232414
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY I LEMMON CPA
ReturnHeader/ReturnTs02024-05-09T10:58:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLEE-RAMSEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$127,366
Liabilities
-
Net assets
$127,366
Revenue
$199,365
Expenses
$166,061
Net income
$33,304
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$1.58$1.99$1.69$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.27$1.27$1.99$1.66$0.33
2023Summary only. Only limited summary data is available for this year.$1.27$0.00$1.99$1.66$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.94$1.75$1.76$0.02
2021Summary only. Only limited summary data is available for this year.$0.96$0.00$1.73$1.80$0.06
2020Summary only. Only limited summary data is available for this year.$1.02$0.00$1.68$1.79$0.10
2019Summary only. Only limited summary data is available for this year.$1.12$0.00$1.43$1.16$0.27
2018Summary only. Only limited summary data is available for this year.$0.85$0.00$2.87$1.29$1.58
2017Summary only. Only limited summary data is available for this year.$0.71$0.00$1.35$1.56$0.21
2016Summary only. Only limited summary data is available for this year.$0.92$0.00$1.36$1.32$0.04
2015Summary only. Only limited summary data is available for this year.$0.88$0.00$1.31$1.23$0.08
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$1.34$1.17$0.16
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$1.07$1.29$0.22
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$1.08$1.41$0.34
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$1.11$1.02$0.09