BEL AIRE ELEMENTARY SCHOOL PTO: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEL AIRE ELEMENTARY SCHOOL PTO (EIN 26-2582476)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-17
- IRS object ID
- 202422619349201017
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-17T16:47:08-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993766519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER W DAVIS CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 724 N JACKSON ST | AddressLine1Txt |
| City | TULLAHOMA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37388 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262582476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEL AIRE ELEMENTARY SCHOOL PTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELA | BusinessNameControlTxt |
| Phone | 9314340571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 STONE BLVD | AddressLine1Txt |
| City | TULLAHOMA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37388 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA ZIMMERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7202159682 | PhoneNum |
| Signature | 2024-09-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER W DAVIS CPA | PreparerPersonNm |
| PTIN | P01518095 | PTIN |
| Phone | 9314552227 | PhoneNum |
| Preparation | 2024-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $67,900 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $67,900 | ProgramServiceRevenueAmt |
| Total Revenue | $67,900 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $11,298 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $95,609 | OtherExpensesTotalAmt |
| Total Expenses | $106,907 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$39,007 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $53,555 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,548 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,699 | BOYAmt |
| EOY | $13,777 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856 | BOYAmt |
| EOY | $771 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,555 | BOYAmt |
| EOY | $14,548 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,555 | BOYAmt |
| EOY | $14,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROVIDE SUPPORT TO TEACHERS, STUDENTS AND STAFF. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $106,907 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $106,907 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| SAMANTHA ZIMMERMAN | ||
| PRESIDENT | 20.00 | $0 |
| JESSICA DAVIS | ||
| VICE PRESIDE | 10.00 | $0 |
| CASSI DRIVER | ||
| SECRETARY | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA ZIMMERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 STONE BLVD | AddressLine1Txt |
| City | TULLAHOMA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37388 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7202159682 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96 | CurrentTaxYearMinus1YearAmt |
| Total | $748 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,900 | CurrentTaxYearAmt |
| Total | $222,867 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,900 | CurrentTaxYearAmt |
| Total | $223,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $223,615 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,637 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,900 | CurrentTaxYearAmt |
| Total | $223,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |