Civic Intelligence

Apple Valley Elementary PTO

990EZ • Fiscal year 2023 • EIN 81-2209855

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 31, 2023

7 N 88th AvenueYakima, WA 98908

(253) 625-4385

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

84th percentile

44%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

32%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$61,239

Up $18,788 (+44%) from 2022

Net Assets

Up

$61,239

Up $18,788 (+44%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$64,350

Up $15,625 (+32%) from 2022

Expenses

Up

$45,562

Up $4,371 (+11%) from 2022

Net Income

Up

$18,788

Up $11,254 (+149%) from 2022

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2017: $12,368Liabilities 2017: $0Net Assets 2017: $12,3682017Assets 2018: $10,621Liabilities 2018: $0Net Assets 2018: $10,6212018Assets 2019: $16,569Liabilities 2019: $0Net Assets 2019: $16,5692019Assets 2020: $21,933Liabilities 2020: $0Net Assets 2020: $21,9332020Assets 2021: $34,917Liabilities 2021: $0Net Assets 2021: $34,9172021Assets 2022: $42,451Liabilities 2022: $0Net Assets 2022: $42,4512022Assets 2023: $61,239Liabilities 2023: $0Net Assets 2023: $61,2392023Assets 2024: $82,997Liabilities 2024: $0Net Assets 2024: $82,9972024

Highlighted filing

2023

Assets$61,239
Liabilities$0
Net Assets$61,239

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2017: $35,874Expenses 2017: $36,210Net Income 2017: -$3362017Revenue 2018: $33,783Expenses 2018: $35,530Net Income 2018: -$1,7472018Revenue 2019: $40,365Expenses 2019: $34,417Net Income 2019: $5,9482019Revenue 2020: $22,339Expenses 2020: $16,975Net Income 2020: $5,3642020Revenue 2021: $45,976Expenses 2021: $32,992Net Income 2021: $12,9842021Revenue 2022: $48,725Expenses 2022: $41,191Net Income 2022: $7,5342022Revenue 2023: $64,350Expenses 2023: $45,562Net Income 2023: $18,7882023Revenue 2024: $56,126Expenses 2024: $34,368Net Income 2024: $21,7582024

Highlighted filing

2023

Revenue$64,350
Expenses$45,562
Net Income$18,788
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$72,742
Mission and Program Overview

Mission

Promote the health, welfare, safety, and education of children attending apple valley elementary school and within the west valley school district.

Promote student education health welfareand safety

Program Services

DescriptionGrantsExpenses
EDUCATION ENRICHMENT BENEFIT APPROXIMATELY 350 STUDENTS PROVIDE STUDENT BODY ASSEMBLIES CLASS ROOM FUNDS AND STUDENT ACTIVITIES-$30,258
SCHOOL SUPPORT PROGRAMS BENEFITS APPROXIMATELY 350 STUDENTS AND SCHOOL STAFF INCLUDES EQUIPMENT PURCHASED FOR SCHOOL PATROL MILEAGE CLUB READING PROGRAMS AND OTHER RECOGNITIONS-$13,117
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN JEVNEPresident-$0--
BRENDA MCLAINVice President-$0--
DIANE LYONSSecretary-$0--
MELISSA WALLSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundra$25,554$25,554$8,392$17,162
Jog a Thon$13,483$13,483-$13,483
Total Events$39,037$39,037$8,392$30,645
Filing and Contact Details

Filer

Filer Name
Apple Valley Elementary Pto
EIN
81-2209855
In Care Of
% MELISSA WALLS
Address
7 N 88TH AVENUE, Yakima, WA 98908

Signing Officer

Name
Melissa Walls
Title
Treasurer
Phone
2536254385
Signed
2023-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Kimberley Heinle
Address
14248 W EVANS DRIVE, SURPRISE, AZ 85379
Preparer
Kimberley Heinle
Phone
5099494319
Supplemental Narrative

Additional Explanations

Part I Line 10

Grants and other assistance to domestic individuals $1000.00

Part I Line 16

Other office expenses $472.00

Part I Line 16

Insurance $415.00

Part I Line 16

SPECIAL EVENTS $19441.00

Part I Line 16

Awards & recognition $13117.00

Part I Line 16

Magazines & tshirts $10817.00

Raw XML Appendix185 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.

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CompensationExplanation/CompensationExplanationGrp/PersonNm2DIANE LYONS
CompensationExplanation/CompensationExplanationGrp/PersonNm3MELISSA WALLS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0VOLUNTEER
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IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MELISSA WALLS
IRS990EZ/BooksInCareOfDetail/PhoneNum02536254385
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0YAKIMA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MELISSA WALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt044262
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt033705
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION ENRICHMENT BENEFIT APPROXIMATELY 350 STUDENTS PROVIDE STUDENT BODY ASSEMBLIES CLASS ROOM FUNDS AND STUDENT ACTIVITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOOL SUPPORT PROGRAMS BENEFITS APPROXIMATELY 350 STUDENTS AND SCHOOL STAFF INCLUDES EQUIPMENT PURCHASED FOR SCHOOL PATROL MILEAGE CLUB READING PROGRAMS AND OTHER RECOGNITIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030258
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalProgramServiceExpensesAmt043375
IRS990EZ/TotalRevenueAmt064350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04045
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072742
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0315743
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08392
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL FUNDRA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0JOG A THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025554
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and other assistance to domestic individuals $1000.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other office expenses $472.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $415.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPECIAL EVENTS $19441.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARDS & RECOGNITION $13117.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MAGAZINES & TSHIRTS $10817.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA WALLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02536254385
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLE VALLEY ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0812209855
ReturnHeader/Filer/InCareOfNm0% MELISSA WALLS
ReturnHeader/Filer/USAddress/AddressLine1Txt07 N 88TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0Yakima
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098908
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470957731
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KIMBERLEY HEINLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014248 W EVANS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SURPRISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085379
ReturnHeader/PreparerPersonGrp/PhoneNum05099494319
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLEY HEINLE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-31T14:42:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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