Shady Valley Pto
Nonprofit profile at a glance
- EIN
- 461748724
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2016
- Location
- Menomonee Falls, WI, USA
- Phone
- 2622502620
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Parent/Teacher Group
Reported finances
- Revenue
- $51,538
- Expenses
- $45,458
- Assets
- $57,382
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- HEATHER OCONNOR (CO-PRESIDENT)
- AMANDA HACKBARTH (CO VICE PRESIDENT)
- JULIA JACOBSEN (CO-PRESIDENT)
- MICHELLE CRAMER (CO VICE PRESIDENT)
People named in this filing
- HEATHER OCONNOR (CO-PRESIDENT)
- AMANDA HACKBARTH (CO VICE PRESIDENT)
- JULIA JACOBSEN (CO-PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Teacher and student support
What it reported doing in 2025
Student/family programs- programs and events to provide students and their families additional opportunities to learn
Operating model
- Revenue model
- Other-operating. 98% of the money available for current operations came from other operating revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 62% for direct work, and 38% for grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 82
- Sustainability: 60
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.4%; rating input score 63
- Program expense ratio: 71.9%; rating input score 72
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 11.8%; rating input score 63; 63rd percentile among comparable filings
- Total-asset coverage ratio: 1.26; rating input score 54; 54th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 34.2% per year; rating input score 100; 88th percentile among comparable filings
- Revenue growth: 15.6% per year; rating input score 100; 86th percentile among comparable filings
- Asset growth: 14% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 63.4% of revenue deployed · 71.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $33K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 6 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Total-asset coverage ratio scored 54/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.