Civic Intelligence

Roosevelt Elementary Parent Teacher Organization Inc.

990EZ • Fiscal year 2023 • EIN 20-0538113

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 28, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-9.4%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Assets

Down

$66,990

Down $6,971 (-9.4%) from 2022

Net Assets

Down

$66,990

Down $6,971 (-9.4%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$19,268

Up $35,574 (+218%) from 2022

Expenses

Up

$26,239

Up $13,577 (+107%) from 2022

Net Income

Up

-$6,971

Up $21,997 (+76%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$66,990
Liabilities-
Net Assets$66,990

Operations Trend

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

2023

Revenue$19,268
Expenses$26,239
Net Income-$6,971
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 28, 2023
Return Version
2022v5.0
Gross Receipts
$45,770
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$52,740
Compensation and Service Providers

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
2023-11-28

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 1701.

Form 990EZ, Part I, Line 16

YEARBOOKS 3721.

Form 990EZ, Part I, Line 16

Grade supplies for teachers 18369.

Form 990EZ, Part I, Line 16

MISC SUPPLIES 1197.

Form 990EZ, Part I, Line 16

PROFESSIONAL FEES 1048.

Form 990EZ, Part I, Line 16

Mn annual renewal fees 25.

Form 990EZ, Part I, Line 16

POSTAGE 88.

Form 990EZ, Part I, Line 16

BANK FEES 90.

Form 990EZ, Part II, Line 24

EQUIPMENT 0. 0.

Raw XML Appendix183 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/USAddress/CityNm0DETROIT LAKES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TONIA NELSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAIL WEIDENBACH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt026239
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GIVE PARENTS AND TEACHERS THE OPPORTUNITY TO WORK TOGETHER TO SUPPLEMENT AND ENRICH THE EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052740
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026239
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IRS990EZ/TotalRevenueAmt019268
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0214984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STAFF APPRECIATION 1701.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YEARBOOKS 3721.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRADE SUPPLIES FOR TEACHERS 18369.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISC SUPPLIES 1197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES 1048.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MN ANNUAL RENEWAL FEES 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE 88.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES 90.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EQUIPMENT 0. 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 I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENDRA TARARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02188471106
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-28
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
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ReturnHeader/Filer/USAddress/ZIPCd056501
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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
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ReturnHeader/PreparerPersonGrp/PhoneNum02188479523
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAKE JACOBUS
ReturnHeader/ReturnTs02023-12-01T11:48:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KENDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TARARA
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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Filings