Civic Intelligence

Palm Valley PTO Inc

990EZ • Fiscal year 2017 • EIN 56-2591642

Jun 01, 2016 to May 31, 2017 • Filed on Aug 27, 2017

4217 N 150th AveGoodyear, AZ 85395

(623) 249-2741

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-45%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

-4.9%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$27,253

Down $22,608 (-45%) from 2016

Net Assets

$27,253

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$106,774

Down $5,476 (-4.9%) from 2016

Expenses

Up

$129,259

Up $55,854 (+76%) from 2016

Net Income

Down

-$22,485

Down $61,330 (-158%) from 2016

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2011: $23,002Liabilities 2011: $02011Assets 2012: $29,000Liabilities 2012: $02012Assets 2013: $40,810Liabilities 2013: $02013Assets 2014: $25,327Net Assets 2014: $25,3272014Assets 2015: $35,492Liabilities 2015: $02015Assets 2016: $49,861Liabilities 2016: $02016Assets 2017: $27,253Net Assets 2017: $27,2532017Assets 2018: $28,710Net Assets 2018: $28,7102018Assets 2019: $43,963Net Assets 2019: $43,9632019Assets 2020: $16,469Net Assets 2020: $16,4692020Assets 2021: $21,965Liabilities 2021: $84Net Assets 2021: $21,8812021Assets 2022: $29,129Liabilities 2022: $693Net Assets 2022: $28,4362022Assets 2023: $43,030Liabilities 2023: $1,845Net Assets 2023: $41,1852023Assets 2024: $19,716Liabilities 2024: $0Net Assets 2024: $19,7162024Assets 2025: $40,577Liabilities 2025: $0Net Assets 2025: $40,5772025

Highlighted filing

2017

Assets$27,253
Liabilities-
Net Assets$27,253

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $19,938Expenses 2011: $0Net Income 2011: $19,9382011Revenue 2012: $48,943Expenses 2012: $42,947Net Income 2012: $5,9962012Revenue 2013: $61,158Expenses 2013: $49,348Net Income 2013: $11,8102013Revenue 2014: $25,064Expenses 2014: $40,547Net Income 2014: -$15,4832014Revenue 2015: $62,990Expenses 2015: $52,826Net Income 2015: $10,1642015Revenue 2016: $112,250Expenses 2016: $73,405Net Income 2016: $38,8452016Revenue 2017: $106,774Expenses 2017: $129,259Net Income 2017: -$22,4852017Revenue 2018: $90,867Expenses 2018: $88,634Net Income 2018: $2,2332018Revenue 2019: $106,700Expenses 2019: $91,563Net Income 2019: $15,1372019Revenue 2020: $87,073Expenses 2020: $110,937Net Income 2020: -$23,8642020Revenue 2021: $22,691Expenses 2021: $17,579Net Income 2021: $5,1122021Revenue 2022: $84,817Expenses 2022: $77,883Net Income 2022: $6,9342022Revenue 2023: $71,738Expenses 2023: $59,612Net Income 2023: $12,1262023Revenue 2024: $70,109Expenses 2024: $91,578Net Income 2024: -$21,4692024Revenue 2025: $70,479Expenses 2025: $49,618Net Income 2025: $20,8612025

Highlighted filing

2017

Revenue$106,774
Expenses$129,259
Net Income-$22,485
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Aug 27, 2017
Return Version
2016v3.0
Gross Receipts
$129,113
Mission and Program Overview

Mission

To support public education at Palm Valley Elementary (PVE)

To support public education at Palm Valley Elementary School (PVE)

Program Services

DescriptionGrantsExpenses
STUDENT & TEACHER SUPPORT$95,531$95,531
CAMPUS ENHANCEMENTS$43,084$43,084
COMMUNITY SUPPORT$3,186$3,186
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDI WILHELMPresidentPT$0--
HEIDI POLSONVice-PresidentPT$0--
DENISE KOWANETZTreasurerPT$0--
ALLYSON THOMPSONSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fun Run$39,738$39,738$15,359$24,379
Golf Tournament$11,096$11,096$6,980$4,116
Total Events$50,834$50,834$22,339$28,495
Filing and Contact Details

Filer

Filer Name
Palm Valley PTO Inc
EIN
56-2591642
Phone
6232492741
Address
4217 N 150th Ave, Goodyear, AZ 85395

Signing Officer

Name
Denise Kowanetz
Title
President
Phone
6232492741
Signed
2017-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Kimberly A Moran CPA
Address
4831 N Greentree Dr E, Litchfield Park, AZ 85340
Preparer
Kimberly a Moran CPA
Phone
6237423925
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

Campus Enhancements; Educational; : , , , ; , 43084.

Form 990EZ, Part I, Line 10

Student & Teacher Support; Educational; : , , , ; , 65249.

Form 990EZ, Part I, Line 10

Community Support; Charitable; : , , , ; , 3186.

Form 990EZ, Part I, Line 16

Liability Insurance 679.

Form 990EZ, Part I, Line 16

Office Supplies, Other Admin 399.

Form 990EZ, Part I, Line 16

Other Fundraising Expenses 16662.

Form 990EZ, Part I, Line 20

Timing difference between book vs. bank balance -123.

Form 990EZ, Part II, Line 24

Refundable Deposit for Fun Run held by outside company 2000. 2000.

Raw XML Appendix179 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/PersonNm0TABITHA HATFIELD
IRS990EZ/BooksInCareOfDetail/PhoneNum08165187890
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Goodyear
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085395
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047861
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-22485
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0111519
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDI WILHELM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HEIDI POLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENISE KOWANETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALLYSON THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/OtherChangesInNetAssetsAmt0-123
IRS990EZ/OtherExpensesTotalAmt017740
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support public education at Palm Valley Elementary School (PVE)
IRS990EZ/ProgramServiceRevenueAmt045840
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CAMPUS ENHANCEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1STUDENT & TEACHER SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt043084
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt195531
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt23186
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043084
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt195531
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt23186
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt022339
IRS990EZ/SpecialEventsNetIncomeLossAmt028495
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0129259
IRS990EZ/TotalProgramServiceExpensesAmt0141801
IRS990EZ/TotalRevenueAmt0106774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0palmvalleypto.com
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032439
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032439
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096674
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt083304
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0151410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt098627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0114889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0544904
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0577343
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0129113
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt083304
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0151410
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt098627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114889
IRS990ScheduleA/Total509Grp/TotalAmt0577343
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0577343
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022339
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fun Run
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt011096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039738
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011096
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050834
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt028495
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022339
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015359
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Campus Enhancements; Educational; : , , , ; , 43084.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student & Teacher Support; Educational; : , , , ; , 65249.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Community Support; Charitable; : , , , ; , 3186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Liability Insurance 679.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies, Other Admin 399.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other Fundraising Expenses 16662.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Timing difference between book vs. bank balance -123.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Refundable Deposit for Fun Run held by outside company 2000. 2000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE KOWANETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06232492741
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Palm Valley PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0PALM
ReturnHeader/Filer/EIN0562591642
ReturnHeader/Filer/PhoneNum06232492741
ReturnHeader/Filer/USAddress/AddressLine1Txt04217 N 150th Ave
ReturnHeader/Filer/USAddress/CityNm0Goodyear
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085395
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB9FC04EAE930E51A2CD931AE3359E30DC529B10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FB9FC04EAE930E51A2CD931AE3359E30DC529B10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.183.2.42
ReturnHeader/FilingSecurityInformation/IPDt02017-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:28:52
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kimberly A Moran CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04831 N Greentree Dr E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Litchfield Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085340
ReturnHeader/PreparerPersonGrp/PhoneNum06237423925
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A MORAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-25T09:29:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.70$0.50$0.21
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.70$0.92$0.21
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.72$0.60$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.01$0.28$0.85$0.78$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.23$0.18$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.87$1.11$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.44$1.07$0.92$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.91$0.89$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.27$1.07$1.29$0.22
2016Summary only. Only limited summary data is available for this year.$0.50$0.00$1.12$0.73$0.39
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.63$0.53$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.25$0.41$0.15
2013Summary only. Only limited summary data is available for this year.$0.41$0.00$0.61$0.49$0.12
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.49$0.43$0.06
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.20$0.00$0.20