Civic Intelligence

Bellevue Elementary PTA

990EZ • Fiscal year 2024 • EIN 26-4723548

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

12001 Timberridge DrPapillion, NE 68133-4709

(402) 203-3496

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$11,190

Down $19,854 (-64%) from 2023

Net Assets

Down

$11,190

Down $19,854 (-64%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

-$10,875

Up $564 (+4.9%) from 2023

Expenses

Up

$8,979

Up $2,890 (+47%) from 2023

Net Income

Down

-$19,854

Down $2,326 (-13%) from 2023

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2016: $14,675Liabilities 2016: $0Net Assets 2016: $14,6752016Assets 2017: $5,055Liabilities 2017: $0Net Assets 2017: $5,0552017Assets 2020: $19,342Liabilities 2020: $0Net Assets 2020: $19,3422020Assets 2021: $10,177Liabilities 2021: $0Net Assets 2021: $10,1772021Assets 2022: $48,572Liabilities 2022: $0Net Assets 2022: $48,5722022Assets 2023: $31,044Liabilities 2023: $0Net Assets 2023: $31,0442023Assets 2024: $11,190Liabilities 2024: $0Net Assets 2024: $11,1902024Assets 2025: $16,809Liabilities 2025: $0Net Assets 2025: $16,8092025

Highlighted filing

2024

Assets$11,190
Liabilities$0
Net Assets$11,190

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2016: $17,957Expenses 2016: $6,655Net Income 2016: $11,3022016Revenue 2017: $22,450Expenses 2017: $32,070Net Income 2017: -$9,6202017Revenue 2020: $9,571Expenses 2020: $874Net Income 2020: $8,6972020Revenue 2021: -$7,970Expenses 2021: $1,195Net Income 2021: -$9,1652021Revenue 2022: $41,235Expenses 2022: $2,840Net Income 2022: $38,3952022Revenue 2023: -$11,439Expenses 2023: $6,089Net Income 2023: -$17,5282023Revenue 2024: -$10,875Expenses 2024: $8,979Net Income 2024: -$19,8542024Revenue 2025: $11,968Expenses 2025: $6,349Net Income 2025: $5,6192025

Highlighted filing

2024

Revenue-$10,875
Expenses$8,979
Net Income-$19,854
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$81,195
Mission and Program Overview

Mission

Educational/Charitable

To promote the welfare of children

Program Services

DescriptionGrantsExpenses
New Playground Equipment-$40,349
Read-A-Thon-$8,873
Run Hawks Run - 450 students participate in a fun run day of activities-$6,183
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela SidesPresidentPT$0--
Lisa FangmanVice-PresidentPT$0--
Katie HaddockSecretaryPT$0--
Megan PalmerTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Read-A-Thon----
Run Hawks Ru----
Governance and Compliance

Governance Explanations

Part VI response or note to any line in Part VI

- The Form 990 was provided to all Board Members for review and a detailed review was performed by the Treasurer prior to filing the return with the IRS.- The Association makes their governing documents available to the public upon request.- The Association makes their tax return available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Bellevue Elementary PTA
EIN
26-4723548
Address
12001 Timberridge Dr, Papillion, NE 68133-4709

Signing Officer

Name
Megan Palmer
Title
Treasurer
Phone
7703283818
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bulldawg Tax & Accounting
Address
2221 Main St, Bellevue, NE 68005-5239
Preparer
Patrick Shannon
Phone
4028982672
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Bellevue East/West Scholarship Activity Charitable Contribution

Description of other expenses Part I line 16

Description AmountOperating Expenses 8,979

Description of other assets Part II line 24

Category Beginning of Year End of YearScholastic Credits 2,274 3,190

Other program services Part III line 31

Other Program Service Activity expenditures $27,693

Part III response or note to any other line in Part III

Exempt Purpose: To promote the welfare of children and youth in home, school, and community through an educational program directed toward parents, teachers, and the general public; utilizing committees, projects and programs.

Raw XML Appendix170 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearScholastic Credits 2,274 3,190
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5- The Form 990 was provided to all Board Members for review and a detailed review was performed by the Treasurer prior to filing the return with the IRS.- The Association makes their governing documents available to the public upon request.- The Association makes their tax return available to the public upon request.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part III response or note to any other line in Part III
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patrick Shannon
ReturnHeader/ReturnTs02024-11-15T23:27:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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