Civic Intelligence

Merle Beattie Parent Teacher

EIN 47-0720039 • 501(c)3 • Lincoln, NE

Profile

The objective of the pto is to enrich and enhance the education of the students of merle beattie elementary school; to strengthen communications between parents and staff; to promote school spirit; and to host activities of merle beattie elementary school.

1901 Calvert StLincoln, NE 68502

wp.lps.org/BEATTIE/PTO

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$99,466

Up $90,769 (+1044%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$99,466

Up $90,769 (+1044%) from 2021

Revenue

Up

$83,184

Up $76,085 (+1072%) from 2021

Expenses

Up

$32,880

Up $24,546 (+295%) from 2021

Net Income

Up

$50,304

Up $51,539 (+4173%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $41,990Liabilities 2014: $02014Assets 2015: $24,942Net Assets 2015: $24,9422015Assets 2016: $12,375Net Assets 2016: $12,3752016Assets 2017: $8,201Net Assets 2017: $8,2012017Assets 2018: $4,013Net Assets 2018: $4,0132018Assets 2019: $1,981Net Assets 2019: $1,9812019Assets 2020: $9,932Net Assets 2020: $9,9322020Assets 2021: $8,697Net Assets 2021: $8,6972021Assets 2025: $99,466Net Assets 2025: $99,4662025

Highlighted filing

2025

Assets$99,466
Liabilities-
Net Assets$99,466

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $58,699Expenses 2014: $59,761Net Income 2014: -$1,0622014Revenue 2015: $67,090Expenses 2015: $84,138Net Income 2015: -$17,0482015Revenue 2016: $46,764Expenses 2016: $59,331Net Income 2016: -$12,5672016Revenue 2017: $46,599Expenses 2017: $50,773Net Income 2017: -$4,1742017Revenue 2018: $41,747Expenses 2018: $45,935Net Income 2018: -$4,1882018Revenue 2019: $41,143Expenses 2019: $43,176Net Income 2019: -$2,0332019Revenue 2020: $36,238Expenses 2020: $28,467Net Income 2020: $7,7712020Revenue 2021: $7,099Expenses 2021: $8,334Net Income 2021: -$1,2352021Revenue 2025: $83,184Expenses 2025: $32,880Net Income 2025: $50,3042025

Highlighted filing

2025

Revenue$83,184
Expenses$32,880
Net Income$50,304

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 9, 2025
Return Version
2024v5.0
Gross Receipts
$83,184
Mission and Program Overview

Mission

The objective of the pto is to enrich and enhance the education of the students of merle beattie elementary school; to strengthen communications between parents and staff; to promote school spirit; and to host activities of merle beattie elementary school.

Program Services

DescriptionGrantsExpenses
THE OBJECTIVE OF THE PTO IS TO ENRICH AND ENHANCE THE EDUCATION OF THE STUDENTS OF MERLE BEATTIE ELEMENTARY SCHOOL; TO STRENGTHEN COMMUNICATIONS BETWEEN PARENTS AND STAFF; TO PROMOTE SCHOOL SPIRIT; AND TO HOST ACTIVITIES OF MERLE BEATTIE ELEMENTARY SCHOOL.-$32,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYCHAL ZUPANPresident-$0--
SHAWNA RICHTER-RYERSONVice Preside-$0--
CASIE KITTLERTreasurer-$0--
JAIME ATWELLSecretary-$0--
JULIE LEEPrincipal-$0--
Filing and Contact Details

Filer

Filer Name
Merle Beattie Parent Teacher
EIN
47-0720039
Phone
4023262826
Address
1901 CALVERT ST, LINCOLN, NE 68502

Signing Officer

Name
Casie Kittler
Title
Treasurer
Phone
4023262826
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Burch & Associates Inc
Address
8101 S 15TH ST STE B, LINCOLN, NE 68512
Preparer
Mark Burch Ea
Phone
4024834791
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses fieldtrips 1,085 after school clubs 4,789 fun night 1,393 5th grade promotion 1,743 staff appreciation 2,918 subscriptions 1,965 summer programs 1,150 t-shirts 2,060 classroom enhancements 4,094 garden enhancements 1,454 administrative 4,684 glow dance 310 walk a thon 4,659 technology enhancements 29 boo-hoo breakfast 99 art night 315 walking club 133 total 32,880

Form 990-ez, Part III

The objective of the pto is to enrich and enhance the education of the students of merle beattie elementary school; to strengthen communications between parents and staff; to promote school spirit; and to host activities of merle beattie elementary school.

Form 990-ez, Part III, Line 28

The objective of the pto is to enrich and enhance the education of the students of merle beattie elementary school; to strengthen communications between parents and staff; to promote school spirit; and to host activities of merle beattie elementary school.

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum04023186472
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd068522
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt0565
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049162
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099466
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099466
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAYCHAL ZUPAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHAWNA RICHTER-RYERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CASIE KITTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAIME ATWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIE LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt032880
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OBJECTIVE OF THE PTO IS TO ENRICH AND ENHANCE THE EDUCATION OF THE STUDENTS OF MERLE BEATTIE ELEMENTARY SCHOOL; TO STRENGTHEN COMMUNICATIONS BETWEEN PARENTS AND STAFF; TO PROMOTE SCHOOL SPIRIT; AND TO HOST ACTIVITIES OF MERLE BEATTIE ELEMENTARY SCHOOL.
IRS990EZ/ProgramServiceRevenueAmt045793
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE OBJECTIVE OF THE PTO IS TO ENRICH AND ENHANCE THE EDUCATION OF THE STUDENTS OF MERLE BEATTIE ELEMENTARY SCHOOL; TO STRENGTHEN COMMUNICATIONS BETWEEN PARENTS AND STAFF; TO PROMOTE SCHOOL SPIRIT; AND TO HOST ACTIVITIES OF MERLE BEATTIE ELEMENTARY SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt032880
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032880
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IRS990EZ/TotalRevenueAmt083184
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WP.LPS.ORG/BEATTIE/PTO
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036826
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt036826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046358
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096650
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FIELDTRIPS 1,085 AFTER SCHOOL CLUBS 4,789 FUN NIGHT 1,393 5TH GRADE PROMOTION 1,743 STAFF APPRECIATION 2,918 SUBSCRIPTIONS 1,965 SUMMER PROGRAMS 1,150 T-SHIRTS 2,060 CLASSROOM ENHANCEMENTS 4,094 GARDEN ENHANCEMENTS 1,454 ADMINISTRATIVE 4,684 GLOW DANCE 310 WALK A THON 4,659 TECHNOLOGY ENHANCEMENTS 29 BOO-HOO BREAKFAST 99 ART NIGHT 315 WALKING CLUB 133 TOTAL 32,880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OBJECTIVE OF THE PTO IS TO ENRICH AND ENHANCE THE EDUCATION OF THE STUDENTS OF MERLE BEATTIE ELEMENTARY SCHOOL; TO STRENGTHEN COMMUNICATIONS BETWEEN PARENTS AND STAFF; TO PROMOTE SCHOOL SPIRIT; AND TO HOST ACTIVITIES OF MERLE BEATTIE ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OBJECTIVE OF THE PTO IS TO ENRICH AND ENHANCE THE EDUCATION OF THE STUDENTS OF MERLE BEATTIE ELEMENTARY SCHOOL; TO STRENGTHEN COMMUNICATIONS BETWEEN PARENTS AND STAFF; TO PROMOTE SCHOOL SPIRIT; AND TO HOST ACTIVITIES OF MERLE BEATTIE ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CASIE KITTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023262826
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERLE BEATTIE PARENT TEACHER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORGANIZATION OF LINCOLN NEBRASKA
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ReturnHeader/Filer/EIN0470720039
ReturnHeader/Filer/PhoneNum04023262826
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ReturnHeader/PreparerPersonGrp/PhoneNum04024834791
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK BURCH EA
ReturnHeader/ReturnTs02025-11-12T15:33:42-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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