Civic Intelligence

Pleasant Valley PTA

990EZ • Fiscal year 2020 • EIN 91-1170795

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 15, 2020

13023 Highway 99 PMB291Vancouver, WA 98686

(702) 321-5641

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

9.2%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

4.8%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$73,696

Up $3,351 (+4.8%) from 2019

Net Assets

Up

$73,696

Up $3,351 (+4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$36,554

Down $32,938 (-47%) from 2019

Expenses

Down

$33,203

Down $30,498 (-48%) from 2019

Net Income

Down

$3,351

Down $2,440 (-42%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $30,620Liabilities 2011: $02011Assets 2012: $50,353Liabilities 2012: $02012Assets 2013: $42,487Liabilities 2013: $02013Assets 2014: $38,939Liabilities 2014: $0Net Assets 2014: $38,9392014Assets 2015: $27,585Liabilities 2015: $0Net Assets 2015: $27,5852015Assets 2016: $41,663Liabilities 2016: $0Net Assets 2016: $41,6632016Assets 2018: $64,554Liabilities 2018: $0Net Assets 2018: $64,5542018Assets 2019: $70,345Liabilities 2019: $0Net Assets 2019: $70,3452019Assets 2020: $73,696Liabilities 2020: $0Net Assets 2020: $73,6962020Assets 2021: $64,720Liabilities 2021: $0Net Assets 2021: $64,7202021Assets 2022: $82,359Liabilities 2022: $0Net Assets 2022: $82,3592022Assets 2023: $59,172Liabilities 2023: $0Net Assets 2023: $59,1722023Assets 2025: $69,369Liabilities 2025: $0Net Assets 2025: $69,3692025

Highlighted filing

2020

Assets$73,696
Liabilities$0
Net Assets$73,696

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $46,546Expenses 2011: $43,009Net Income 2011: $3,5372011Revenue 2012: $67,984Expenses 2012: $49,698Net Income 2012: $18,2862012Revenue 2013: $77,642Expenses 2013: $87,935Net Income 2013: -$10,2932013Revenue 2014: $76,587Expenses 2014: $80,858Net Income 2014: -$4,2712014Revenue 2015: $54,057Expenses 2015: $65,411Net Income 2015: -$11,3542015Revenue 2016: $80,309Expenses 2016: $66,231Net Income 2016: $14,0782016Revenue 2018: $72,797Expenses 2018: $59,602Net Income 2018: $13,1952018Revenue 2019: $69,492Expenses 2019: $63,701Net Income 2019: $5,7912019Revenue 2020: $36,554Expenses 2020: $33,203Net Income 2020: $3,3512020Revenue 2021: $5,594Expenses 2021: $14,434Net Income 2021: -$8,8402021Revenue 2022: $52,754Expenses 2022: $35,115Net Income 2022: $17,6392022Revenue 2023: $34,116Expenses 2023: $57,303Net Income 2023: -$23,1872023Revenue 2025: $77,627Expenses 2025: $74,527Net Income 2025: $3,1002025

Highlighted filing

2020

Revenue$36,554
Expenses$33,203
Net Income$3,351
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Gross Receipts
$36,554
Mission and Program Overview

Mission

Advocates and enriches childrens lives

Program Services

DescriptionGrantsExpenses
Fundraisers for school enrichment for students andteachers.-$14,865
Grant expenditures for technology, band anddiscretionary-$8,241
Program revenues for school purchases for students-$409
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elisabeth FahndrichCo-PresidentPT$0--
Jared TomohlenCo-PresidentPT$0--
Leisa HoulahanCo Vice-PresidentPT$0--
Ceri HowellCo Vice-PresidentPT$0--
Stacy CrainVice Of CommunicationPT$0--
Holly HarmCo-TreasurerPT$0--
Amanda RambergCo-TreasurerPT$0--
Rebecca DeMossSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser----
Programs----
Filing and Contact Details

Filer

Filer Name
Pleasant Valley PTA
EIN
91-1170795
Address
13023 Highway 99 PMB291, Vancouver, WA 98686

Signing Officer

Name
Stacy Crain
Title
Treasurer
Phone
7023215641
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
PTE Services
Address
PO Box 820746, Vancouver, WA 98682-0017
Preparer
Erika LE Agnew
Phone
3609043888
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountProgram: non revenue 255Business Income 11Board Training 130

Description of other expenses Part I line 16

Description AmountPTA Membership Dues 2,002PO Box Rental, Service Fees 315Supplies 45Program Expenses (revenue) 7,276Discretionary Expenses 128Fundraiser Expenses 7,323Easy Money Expenses 266Program Expenses: Char&non-revenue 4,991Grant Expenses 8,241PTA Business/Training 2,616

Raw XML Appendix188 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/PersonNm0Stacy Crain
IRS990EZ/BooksInCareOfDetail/PhoneNum07023215641
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012101 NE 40th Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Vancouver
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098686
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt070345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073696
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03351
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070345
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073696
IRS990EZ/FundraisingGrossIncomeAmt020143
IRS990EZ/GrossReceiptsAmt036554
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02780
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070345
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073696
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070345
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073696
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Elisabeth Fahndrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jared Tomohlen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Leisa Houlahan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ceri Howell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Stacy Crain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Holly Harm
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amanda Ramberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Rebecca DeMoss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice of Communication
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033203
IRS990EZ/OtherRevenueTotalAmt0396
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Advocates and enriches childrens lives
IRS990EZ/ProgramServiceRevenueAmt013223
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fundraisers for school enrichment for students andteachers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Grant expenditures for technology, band anddiscretionary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Program revenues for school purchases for students
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014865
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18241
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2409
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt020143
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033203
IRS990EZ/TotalProgramServiceExpensesAmt023515
IRS990EZ/TotalRevenueAmt036554
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pleasantvalleypta.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The PTA does not keep records on individual students for race or any discrimination policy. This organization benefits all students and teachers.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1The Pleasant Valley PTA is supported by the Washingtron State PTA and the National PTA. Under these 2 organizations there are policy and documents referring to race and discrimination.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Record maintenances (Questions 4a, 4b, 4c or 4d)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1General Explanation Attachment
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Programs
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02949
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0WA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram: non revenue 255Business Income 11Board Training 130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountPTA Membership Dues 2,002PO Box Rental, Service Fees 315Supplies 45Program Expenses (revenue) 7,276Discretionary Expenses 128Fundraiser Expenses 7,323Easy Money Expenses 266Program Expenses: Char&non-revenue 4,991Grant Expenses 8,241PTA Business/Training 2,616
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stacy Crain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07023215641
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pleasant Valley PTA
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0911170795
ReturnHeader/Filer/USAddress/AddressLine1Txt013023 Highway 99 PMB291
ReturnHeader/Filer/USAddress/CityNm0Vancouver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098686
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C75909672416C376D21856B0D2FB471C1D8CBB59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C75909672416C376D21856B0D2FB471C1D8CBB59
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09145282020253suj5ppn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-09-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.21.45.89
ReturnHeader/FilingSecurityInformation/IPDt02020-09-09
ReturnHeader/FilingSecurityInformation/IPTm013:50:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470719693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PTE Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 820746
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vancouver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0986820017
ReturnHeader/PreparerPersonGrp/PhoneNum03609043888
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Erika LE Agnew
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-09-08T13:21:59-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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Filings