Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
75th percentile
Faster revenue growth than 75% of similar nonprofits.
Balance Sheet
Assets
Down$14,548
Down $39,006 (-73%) from 2023
Net Assets
Down$14,548
Down $39,006 (-73%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$67,900
Up $15,263 (+29%) from 2023
Expenses
Up$106,907
Up $72,627 (+212%) from 2023
Net Income
Down-$39,007
Down $57,364 (-312%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Sep 17, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $67,900
Mission and Program Overview
Mission
The organization's mission is to institute and sustain a close relationship between the partents, teachers, and students by growing opportunities within the home, school, and community.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE SUPPORT TO TEACHERS, STUDENTS AND STAFF. | - | $106,907 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SAMANTHA ZIMMERMAN | President | PT | $0 | - | - |
| JESSICA DAVIS | Vice Preside | PT | $0 | - | - |
| CASSI DRIVER | Secretary | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Bel Aire Elementary School Pto
- EIN
- 26-2582476
- Phone
- 9314340571
- Address
- 500 STONE BLVD, TULLAHOMA, TN 37388
Signing Officer
- Name
- Samantha Zimmerman
- Title
- President
- Phone
- 7202159682
- Signed
- 2024-09-17
Preparer
- Firm
- Alexander W Davis CPA Pllc
- Address
- 724 N JACKSON ST, TULLAHOMA, TN 37388
- Preparer
- Alexander W Davis CPA
- Phone
- 9314552227
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses book fair 10,279 holiday gift shop 8,200 long term funding 20,162 miscellaneous 5,000 pto projects 23,150 scholorships 2,500 teacher appreciation 2,500 teacher stipend 3,800 walk-a-thon expenses 6,161 operating expenses 13,772 non-investment depreciation 85 total 95,609”
Form 990-ez, Part II, Line 24
“New playground equipment 6,443 6,443 less accumulated depreciation 5,587 5,672 hadsets 0 0 headsets 0 0 20 apple pens 0 0 thermometers 0 0 laminator 0 0 total 856 771”
Form 990-ez, Part III
“The organization's mission is to institute and sustain a close relationship between the partents, teachers, and students by growing opportunities within the home, school, and community.”
Raw XML Appendix133 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SAMANTHA ZIMMERMAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7202159682 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 500 STONE BLVD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | TULLAHOMA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 37388 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 52699 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 13777 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -39007 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 11298 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 53555 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 14548 |
| IRS990EZ/GrossReceiptsAmt | 0 | 67900 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 53555 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 14548 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 53555 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 14548 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | SAMANTHA ZIMMERMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JESSICA DAVIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | CASSI DRIVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 856 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 771 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 95609 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATION'S MISSION IS TO INSTITUTE AND SUSTAIN A CLOSE RELATIONSHIP BETWEEN THE PARTENTS, TEACHERS, AND STUDENTS BY GROWING OPPORTUNITIES WITHIN THE HOME, SCHOOL, AND COMMUNITY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 67900 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE SUPPORT TO TEACHERS, STUDENTS AND STAFF. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 106907 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 106907 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 106907 |
| IRS990EZ/TotalRevenueAmt | 0 | 67900 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 96 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 492 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 160 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 748 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 67900 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 52541 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 55558 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 2900 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 43968 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 222867 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 223615 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 67900 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 52637 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 56050 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3060 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 43968 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 223615 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 67900 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 52637 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 56050 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 3060 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 43968 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 223615 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BOOK FAIR 10,279 HOLIDAY GIFT SHOP 8,200 LONG TERM FUNDING 20,162 MISCELLANEOUS 5,000 PTO PROJECTS 23,150 SCHOLORSHIPS 2,500 TEACHER APPRECIATION 2,500 TEACHER STIPEND 3,800 WALK-A-THON EXPENSES 6,161 OPERATING EXPENSES 13,772 NON-INVESTMENT DEPRECIATION 85 TOTAL 95,609 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NEW PLAYGROUND EQUIPMENT 6,443 6,443 LESS ACCUMULATED DEPRECIATION 5,587 5,672 HADSETS 0 0 HEADSETS 0 0 20 APPLE PENS 0 0 THERMOMETERS 0 0 LAMINATOR 0 0 TOTAL 856 771 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION'S MISSION IS TO INSTITUTE AND SUSTAIN A CLOSE RELATIONSHIP BETWEEN THE PARTENTS, TEACHERS, AND STUDENTS BY GROWING OPPORTUNITIES WITHIN THE HOME, SCHOOL, AND COMMUNITY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SAMANTHA ZIMMERMAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7202159682 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-09-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BEL AIRE ELEMENTARY SCHOOL PTO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BELA |
| ReturnHeader/Filer/EIN | 0 | 262582476 |
| ReturnHeader/Filer/PhoneNum | 0 | 9314340571 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 500 STONE BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TULLAHOMA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 37388 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 993766519 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ALEXANDER W DAVIS CPA PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 724 N JACKSON ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TULLAHOMA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 37388 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9314552227 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-09-17 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ALEXANDER W DAVIS CPA |
| ReturnHeader/ReturnTs | 0 | 2024-09-17T16:47:08-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $14,548
- Liabilities
- -
- Net assets
- $14,548
- Revenue
- $67,900
- Expenses
- $106,907
- Net income
- -$39,007