Civic Intelligence

Bellevue Independent School District Foundation Inc

990EZ • Fiscal year 2022 • EIN 61-1119072

Jul 01, 2021 to Jun 30, 2022 • Filed on May 05, 2023

Organization ProfileN/A
219 Center StreetBellevue, KY 41073-5959

(859) 261-2108

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

37th percentile

-5.2%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

20%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$165,812

Down $9,143 (-5.2%) from 2021

Net Assets

Down

$165,812

Down $9,143 (-5.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$53,015

Up $8,759 (+20%) from 2021

Expenses

Up

$45,615

Up $23,077 (+102%) from 2021

Net Income

Down

$7,400

Down $14,318 (-66%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2020: $144,367Net Assets 2020: $144,3672020Assets 2021: $174,955Net Assets 2021: $174,9552021Assets 2022: $165,812Net Assets 2022: $165,8122022Assets 2023: $183,104Net Assets 2023: $183,1042023Assets 2024: $191,160Net Assets 2024: $191,1602024Assets 2025: $225,238Liabilities 2025: $0Net Assets 2025: $225,2382025

Highlighted filing

2022

Assets$165,812
Liabilities-
Net Assets$165,812
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $118,326Expenses 2020: $15,704Net Income 2020: $102,6222020Revenue 2021: $44,256Expenses 2021: $22,538Net Income 2021: $21,7182021Revenue 2022: $53,015Expenses 2022: $45,615Net Income 2022: $7,4002022Revenue 2023: $58,096Expenses 2023: $48,533Net Income 2023: $9,5632023Revenue 2024: $42,012Expenses 2024: $42,964Net Income 2024: -$9522024Revenue 2025: $70,776Expenses 2025: $38,188Net Income 2025: $32,5882025

Highlighted filing

2022

Revenue$53,015
Expenses$45,615
Net Income$7,400
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 5, 2023
Return Version
2021v4.0
Gross Receipts
$95,561
Mission and Program Overview

Mission

To support innovative programs and experiences for students, providing opportunities for all segments of the community to actively contribute to the success of the bellevue independent schools.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION SUPPORTS INNOVATIVE PROGRAMS AND EXPERIENCES FOR STUDENTS OF BELLEVUE INDEPENDENT SCHOOLS.-$44,241
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FESSLERPresidentPT$0--
JESSI BEAUCHAMPVice Preside-$0--
MELISSA MORANDITreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$33,593$33,593$3,260$30,333
Mailer Campaign$9,717$9,717$1,619$8,098
Total Events$43,310$43,310$12,129$31,181
Filing and Contact Details

Filer

Filer Name
Bellevue Independent School
EIN
61-1119072
Phone
8592612108
Address
219 CENTER STREET, BELLEVUE, KY 41073-5959

Signing Officer

Name
David Fessler
Title
President
Phone
8592612108
Signed
2023-05-05

Preparer

Firm
Bramel & Ackley Psc
Address
1885 DIXIE HIGHWAY SUITE 310, FT WRIGHT, KY 41011-2663
Preparer
Stephanie R Huhn
Phone
8593416700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 111 liability/d&o insurance 1,752 food drive 6,710 teacher appreciation 3,297 school expenses 2,021 licenses & permits 200 cc processing 272 investment fees 1,374 telecommunications 468 program expenses 1,000 teacher supplies 25,375 total 42,580”

Form 990-ez, Part I, Line 20

“Net unrealized losses -16,544”

Form 990-ez, Part III

“To support innovative programs and experiences for students, providing opportunities for all segments of the community to actively contribute to the success of the bellevue independent schools.”

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID FESSLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08592612108
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0219 CENTER STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLEVUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd041073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0174956
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165812
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020271
IRS990EZ/CostOrOtherBasisExpenseSaleAmt030417
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0174956
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0165812
IRS990EZ/FundraisingGrossIncomeAmt043310
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-369
IRS990EZ/GrossReceiptsAmt095561
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01932
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0174956
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0165812
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0174956
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0165812
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID FESSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSI BEAUCHAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MELISSA MORANDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-16544
IRS990EZ/OtherExpensesTotalAmt042580
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT INNOVATIVE PROGRAMS AND EXPERIENCES FOR STUDENTS, PROVIDING OPPORTUNITIES FOR ALL SEGMENTS OF THE COMMUNITY TO ACTIVELY CONTRIBUTE TO THE SUCCESS OF THE BELLEVUE INDEPENDENT SCHOOLS.
IRS990EZ/PrintingPublicationsPostageAmt0235
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION SUPPORTS INNOVATIVE PROGRAMS AND EXPERIENCES FOR STUDENTS OF BELLEVUE INDEPENDENT SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044241
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt030048
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012129
IRS990EZ/SpecialEventsNetIncomeLossAmt031181
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045615
IRS990EZ/TotalProgramServiceExpensesAmt044241
IRS990EZ/TotalRevenueAmt053015
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012772
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt093484
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0126527
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01932
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt042482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038214
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0124006
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01932
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02066
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99180
IRS990ScheduleA/PublicSupportPY509Pct00.99930
IRS990ScheduleA/PublicSupportTotal509Amt0250533
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt063581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055254
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0131698
IRS990ScheduleA/Total509Grp/TotalAmt0250533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0131698
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252599
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012129
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MAILER CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt043310
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt033593
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09717
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043310
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04879
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01619
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 111 LIABILITY/D&O INSURANCE 1,752 FOOD DRIVE 6,710 TEACHER APPRECIATION 3,297 SCHOOL EXPENSES 2,021 LICENSES & PERMITS 200 CC PROCESSING 272 INVESTMENT FEES 1,374 TELECOMMUNICATIONS 468 PROGRAM EXPENSES 1,000 TEACHER SUPPLIES 25,375 TOTAL 42,580
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET UNREALIZED LOSSES -16,544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT INNOVATIVE PROGRAMS AND EXPERIENCES FOR STUDENTS, PROVIDING OPPORTUNITIES FOR ALL SEGMENTS OF THE COMMUNITY TO ACTIVELY CONTRIBUTE TO THE SUCCESS OF THE BELLEVUE INDEPENDENT SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FESSLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08592612108
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BELLEVUE INDEPENDENT SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISTRICT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BELL
ReturnHeader/Filer/EIN0611119072
ReturnHeader/Filer/PhoneNum08592612108
ReturnHeader/Filer/USAddress/AddressLine1Txt0219 CENTER STREET
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0410735959
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611166184
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAMEL & ACKLEY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01885 DIXIE HIGHWAY SUITE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WRIGHT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410112663
ReturnHeader/PreparerPersonGrp/PhoneNum08593416700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHANIE R HUHN
ReturnHeader/ReturnTs02023-05-08T16:06:20-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FESSLER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,812
Liabilities
-
Net assets
$165,812
Revenue
$53,015
Expenses
$45,615
Net income
$7,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.71$0.38$0.33
2024Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.42$0.43$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.83$1.83$0.58$0.49$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.53$0.46$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.44$0.23$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.18$0.16$1.03