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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 46-1748724

SHADY VALLEY PTO

Also known as VALLEY VIEW ELEMENTARY PTO

Tax-exempt · MENOMONEE FLS, WI 53051

Financials

$47K$40K2023$61K$38K2024$52K$45K2025
Revenue Expenses · by fiscal year end
Financials of SHADY VALLEY PTO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-EZ$51,538$45,458$6,080$57,382$0$57,382
June 30, 2025990-EZ$61,110$38,418$22,692$51,302$0$51,302
June 30, 2024990-EZ$47,405$40,478$6,927$28,610$0$28,610
Financial details: 990-EZ for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$1,003
Net income from fundraising events
$50,535

Expenses

Grants and similar amounts paid
$12,322
Compensation of officers, directors and key employees
$0
Other expenses
$33,136
Program services (functional)
$32,672

Balance sheet and other

Total assets, start of year
$51,302
Total assets, end of year
$57,382
Total liabilities, end of year
$0
Net assets, end of year
$57,382
Cash, savings and investments
$57,382
Gross receipts
$81,373

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
HEATHER OCONNORCO-PRESIDENT5$0
AMANDA HACKBARTHCO VICE PRESIDENT3$0
JULIA JACOBSENCO-PRESIDENT3$0
JESSICA KEPPLERTREASURER3$0
MICHELLE CRAMERCO VICE PRESIDENT3$0
990-EZ for the year ended June 30, 2025: 5 people
NameTitleHours / weekCompensation
HEATHER OCONNORCO-PRESIDENT5$0
AMANDA HACKBARTHCO VICE PRESIDENT3$0
JULIA JACOBSENCO-PRESIDENT3$0
JESSICA KEPPLERTREASURER3$0
MICHELLE CRAMERCO VICE PRESIDENT3$0
990-EZ for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
HEATHER OCONNORCO-PRESIDENT5$0
CHRISSY HIEBERTCO-PRESIDENT5$0
JULIA JACOBSENVICE PRESIDENT3$0
STEPHANIE GIVENTREASURER3$0

Address and contacts

Address (IRS master file)
W180N8130 TOWN HALL RD, MENOMONEE FLS, WI 53051-3520
In care of
% JESSICA KEPPLER
Mailing address (990-N for 2016)
W180 N8130Town Hall Road, Menomonee Falls WI 53051
Principal officer (990-N for 2016)
James Froelich, W180 N8130 Town Hall Road, Menomonee Falls WI 53051
Signed the 990-EZ
JESSICA KEPPLER, TREASURER
Phone
(262) 250-2620
Return prepared by
Tax Management

Mission

TEACHER AND STUDENT SUPPORT

990-EZ for the year ended June 30, 2026

Program accomplishments

  • STUDENT/FAMILY PROGRAMS- PROGRAMS AND EVENTS TO PROVIDE STUDENTS AND THEIR FAMILIES ADDITIONAL OPPORTUNITIES TO LEARN
    Expenses $11,418
  • TEACHER GRANTS- DOLLARS GIVEN TO TEACHERS/ACADEMIC AREAS TO SUPPORT ADDITIONAL PURCHASES
    Expenses $13,162
  • FIELD TRIP TRANSPORTATION- DOLLARS TO GIVE SUPPORT TO FIELD TRIP EXPENSES
    Expenses $8,092

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-EZ on file
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2026 990-EZ for SHADY VALLEY PTO

Due November 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
46-1748724
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2013
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B94)
Assets (IRS master file)
$57,382
Income (IRS master file)
$81,373

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2026$51,538$45,458$57,382XML
990-EZJune 2025$61,110$38,418$51,302XML
990-EZJune 2024$47,405$40,478$28,610XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-N for 2016
Officer: James Froelich
December 31, 2016≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-1748724).

Questions about SHADY VALLEY PTO

What is the EIN of SHADY VALLEY PTO?
The employer identification number (EIN) of SHADY VALLEY PTO is 46-1748724.
Is SHADY VALLEY PTO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to SHADY VALLEY PTO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHADY VALLEY PTO file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SHADY VALLEY PTO due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHADY VALLEY PTO last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
Who is the principal officer of SHADY VALLEY PTO?
The 990-N for 2016 names James Froelich.
Who are the officers and directors of SHADY VALLEY PTO?
The 990-EZ for the year ended June 30, 2026 lists 5 people; 0 received compensation from the organization.
How much revenue does SHADY VALLEY PTO have?
On its 990-EZ for the year ended June 30, 2026 it reported revenue of $51,538, expenses of $45,458 and total assets of $57,382 at year end.

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