Civic Intelligence

Pursonalities Plus Abq

EIN 92-3704531 • 501(c)3 • Albuquerque, NM

Pub. 78 Eligible990-N CoverageNTEE F01

Profile

The organization provides purses full of household and other items for the econmically disadvantaged

PO Box 94242Albuquerque, NM 87199
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$10,986

No earlier filing loaded for comparison.

Liabilities

$1,115

No earlier filing loaded for comparison.

Net Assets

$9,871

No earlier filing loaded for comparison.

Operations

Revenue

$35,820

No earlier filing loaded for comparison.

Expenses

$25,949

No earlier filing loaded for comparison.

Net Income

$9,871

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2024: $10,986Liabilities 2024: $1,115Net Assets 2024: $9,8712024

Highlighted filing

2024

Assets$10,986
Liabilities$1,115
Net Assets$9,871

Operations Trend

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

$40K$30K$20K$10K$0Revenue 2024: $35,820Expenses 2024: $25,949Net Income 2024: $9,8712024

Highlighted filing

2024

Revenue$35,820
Expenses$25,949
Net Income$9,871

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$1.12$9.87$35.8$25.9$9.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jan 4, 2025
Return Version
2023v6.0
Gross Receipts
$35,820
Mission and Program Overview

Mission

The organization provides purses full of household and other items for the econmically disadvantaged

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$6,931-
Inventories for Sale or Use-$4,055-
Total Assets$0$10,986▲ $10,986
Liabilities
Accounts Payable and Accrued Expenses-$1,115-
Total Liabilities$0$1,115▲ $1,115
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$9,871-
Total Net Assets Fund Balance$0$9,871▲ $9,871
Total Liabilities and Net Assets / Fund Balance$0$10,986▲ $10,986
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jane BickelmanPresident
Jan CunninghamVice-president
Lisa CummingsBoard Member
Mary Ellen MerriganBoard Member
Cassandra MorrisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,820
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$35,820
Change in Net Assets
$9,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,949
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$21,845--$21,845
Occupancy$2,500--$2,500
Fees for Services Accounting$1,535--$1,535
Office Expenses$69--$69
Total Functional Expenses$25,949$0$0$25,949
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The 990 is reviewed by the board of directors prior to filing the return.

Conflict of interest policy compliance Part VI line 12C

Board of Directors are annually required to disclose any conflicts.

CEO executive director top management comp Part VI line 15A

The Organization does not have any employees. No compensation is paid to any member.

Form 990 availability to public Part VI line 18

The 990 is available to any public member upon request.

Governing documents etc available to public Part VI line 19

Governing documents are made available to any member of the public upon request.

Filing and Contact Details

Filer

Filer Name
Pursonalities Plus Abq
EIN
92-3704531
Address
PO BOX 94242, ALBUQUERQUE, NM 87199

Signing Officer

Name
Jane Bickelman
Title
President
Signed
2025-01-04
Discuss with paid preparer
No

Organization Details

Principal Officer
Jane Bickelman
Formed
2023
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
James L Hartogensis CPA LLC
Address
PO BOX 67315, ALBUQUERQUE, NM 87193
Preparer
James Hartogensis
Phone
5052809081
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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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PURSONALITIES PLUS ABQ
ReturnHeader/Filer/BusinessNameControlTxt0PURS
ReturnHeader/Filer/EIN0923704531
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ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
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ReturnHeader/Filer/USAddress/ZIPCd087199
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 67315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087193
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES HARTOGENSIS
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ReturnHeader/ReturnTs02025-01-20T19:52:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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