Civic Intelligence

Roosevelt Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2022 • EIN 20-0538113

Aug 01, 2021 to Jul 31, 2022 • Filed on Jan 08, 2023

Organization ProfileN/A
510 11th St NDetroit Lakes, MN 56501

(218) 847-1106

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

100th percentile

178%

Higher net margin than 100% 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.

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

Asset Growth

17th percentile

-28%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$73,961

Down $28,968 (-28%) from 2021

Net Assets

$73,961

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$16,306

Down $38,538 (-173%) from 2021

Expenses

Up

$12,662

Up $3,554 (+39%) from 2021

Net Income

Down

-$28,968

Down $42,092 (-321%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2012: $40,188Liabilities 2012: $02012Assets 2013: $35,021Liabilities 2013: $02013Assets 2014: $56,541Liabilities 2014: $02014Assets 2015: $65,579Liabilities 2015: $02015Assets 2016: $47,112Liabilities 2016: $02016Assets 2017: $49,003Liabilities 2017: $02017Assets 2019: $86,044Liabilities 2019: $02019Assets 2020: $89,805Liabilities 2020: $02020Assets 2021: $102,929Liabilities 2021: $02021Assets 2022: $73,961Net Assets 2022: $73,9612022Assets 2023: $66,990Net Assets 2023: $66,9902023Assets 2025: $52,780Net Assets 2025: $52,7802025

Highlighted filing

2022

Assets$73,961
Liabilities-
Net Assets$73,961
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $31,561Expenses 2012: $16,028Net Income 2012: $15,5332012Revenue 2013: $38,560Expenses 2013: $44,870Net Income 2013: -$6,3102013Revenue 2014: $31,727Expenses 2014: $11,888Net Income 2014: $19,8392014Revenue 2015: $19,163Expenses 2015: $15,170Net Income 2015: $3,9932015Revenue 2016: $29,592Expenses 2016: $47,983Net Income 2016: -$18,3912016Revenue 2017: $18,794Expenses 2017: $16,904Net Income 2017: $1,8902017Revenue 2019: $35,636Expenses 2019: $15,980Net Income 2019: $19,6562019Revenue 2020: $16,603Expenses 2020: $12,842Net Income 2020: $3,7612020Revenue 2021: $22,232Expenses 2021: $9,108Net Income 2021: $13,1242021Revenue 2022: -$16,306Expenses 2022: $12,662Net Income 2022: -$28,9682022Revenue 2023: $19,268Expenses 2023: $26,239Net Income 2023: -$6,9712023Revenue 2025: $17,195Expenses 2025: $23,740Net Income 2025: -$6,5452025

Highlighted filing

2022

Revenue-$16,306
Expenses$12,662
Net Income-$28,968
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jan 8, 2023
Return Version
2021v4.1
Gross Receipts
$27,508
Mission and Program Overview

Mission

Give parents and teachers the opportunity to work together to supplement and enrich the educational experience.

Program Services

DescriptionGrantsExpenses
STUDENT PROJECTS, READING PROGRAMS, FUNDRAISERS, ASSIST TEACHERS WITH CLASSROOM COSTS.$0$43,814
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONIA NELSONPresident-$0--
KENDRA TARARATreasurer/Secretary-$0--
GAIL WEIDENBACHVice President-$0--
Filing and Contact Details

Filer

Filer Name
Roosevelt Elementary Pto Inc
EIN
20-0538113
Phone
2188471106
Address
510 11TH ST N, DETROIT LAKES, MN 56501

Signing Officer

Name
Kendra Tarara
Title
Secretary/treasurer
Phone
2188471106
Signed
2023-01-08

Preparer

Firm
JMS CPAs PLLP
Address
421 MAIN STREET W, DETROIT LAKES, MN 56501
Preparer
Blake Jacobus
Phone
2188479523
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“STAFF APPRECIATION 1358.”

Form 990EZ, Part I, Line 16

“YEARBOOKS 3300.”

Form 990EZ, Part I, Line 16

“Grade supplies for teachers 4676.”

Form 990EZ, Part I, Line 16

“MISC SUPPLIES 927.”

Form 990EZ, Part I, Line 16

“PROFESSIONAL FEES 1250.”

Form 990EZ, Part I, Line 16

“Mn annual renewal fees 130.”

Form 990EZ, Part I, Line 16

“Depreciation 1021.”

Form 990EZ, Part II, Line 24

“EQUIPMENT 1021. 0.”

Raw XML Appendix181 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/PersonNm0KENDRA TARARA
IRS990EZ/BooksInCareOfDetail/PhoneNum02188471106
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0510 11TH AVE SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DETROIT LAKES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0101908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01164
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-28968
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0102929
IRS990EZ/Form990TotalAssetsGrp/EOYAmt073961
IRS990EZ/FundraisingGrossIncomeAmt026219
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt027508
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0125
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0102929
IRS990EZ/NetAssetsOrFundBalancesEOYAmt073961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0102929
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt073961
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONIA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENDRA TARARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAIL WEIDENBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01021
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012662
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GIVE PARENTS AND TEACHERS THE OPPORTUNITY TO WORK TOGETHER TO SUPPLEMENT AND ENRICH THE EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STUDENT PROJECTS, READING PROGRAMS, FUNDRAISERS, ASSIST TEACHERS WITH CLASSROOM COSTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt043814
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt043814
IRS990EZ/SpecialEventsNetIncomeLossAmt0-17595
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012662
IRS990EZ/TotalProgramServiceExpensesAmt043814
IRS990EZ/TotalRevenueAmt0-16306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01164
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03168
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0195
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0579
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0288
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt026219
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015756
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt069484
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0209821
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0195
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0579
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01297
IRS990ScheduleA/InvestmentIncomeCYPct00.00560
IRS990ScheduleA/InvestmentIncomePYPct00.00450
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99440
IRS990ScheduleA/PublicSupportPY509Pct00.99550
IRS990ScheduleA/PublicSupportTotal509Amt0230869
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027383
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028180
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt039812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt072652
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt062842
IRS990ScheduleA/Total509Grp/TotalAmt0230869
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0232166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAFF APPRECIATION 1358.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YEARBOOKS 3300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRADE SUPPLIES FOR TEACHERS 4676.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC SUPPLIES 927.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES 1250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MN ANNUAL RENEWAL FEES 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Depreciation 1021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUIPMENT 1021. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDRA TARARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02188471106
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT ELEMENTARY PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0200538113
ReturnHeader/Filer/PhoneNum02188471106
ReturnHeader/Filer/USAddress/AddressLine1Txt0510 11TH ST N
ReturnHeader/Filer/USAddress/CityNm0DETROIT LAKES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263810910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JMS CPAs PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0421 MAIN STREET W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DETROIT LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056501
ReturnHeader/PreparerPersonGrp/PhoneNum02188479523
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAKE JACOBUS
ReturnHeader/ReturnTs02023-01-10T07:56:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TARARA
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
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
$73,961
Liabilities
-
Net assets
$73,961
Revenue
-$16,306
Expenses
$12,662
Net income
-$28,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.17$0.24$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.19$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.74$0.16$0.13$0.29
2021Summary only. Only limited summary data is available for this year.$1.03$0.00$0.22$0.09$0.13
2020Summary only. Only limited summary data is available for this year.$0.90$0.00$0.17$0.13$0.04
2019Summary only. Only limited summary data is available for this year.$0.86$0.00$0.36$0.16$0.20
2017Summary only. Only limited summary data is available for this year.$0.49$0.00$0.19$0.17$0.02
2016Summary only. Only limited summary data is available for this year.$0.47$0.00$0.30$0.48$0.18
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.19$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$0.57$0.00$0.32$0.12$0.20
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.39$0.45$0.06
2012Summary only. Only limited summary data is available for this year.$0.40$0.00$0.32$0.16$0.16