Civic Intelligence

Roosevelt PTO

990EZ • Fiscal year 2022 • EIN 41-2240081

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 03, 2022

Organization ProfileN/A
1001 South FairviewPark Ridge, IL 60068

(847) 318-4235

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

79th percentile

30%

Higher net margin than 79% 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

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

98th percentile

929%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$64,510

Up $12,624 (+24%) from 2021

Net Assets

Up

$64,510

Up $12,624 (+24%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$41,750

Up $37,693 (+929%) from 2021

Expenses

Down

$29,127

Down $4,536 (-13%) from 2021

Net Income

Up

$12,623

Up $42,229 (+143%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$150K$100K$50K$0Assets 2011: $52,171Liabilities 2011: $02011Assets 2012: $27,520Net Assets 2012: $27,5202012Assets 2013: $27,885Liabilities 2013: $02013Assets 2014: $36,473Net Assets 2014: $36,4732014Assets 2015: $30,151Liabilities 2015: $02015Assets 2016: $24,061Liabilities 2016: $02016Assets 2017: $51,007Net Assets 2017: $51,0072017Assets 2018: $45,031Net Assets 2018: $45,0312018Assets 2019: $46,598Net Assets 2019: $46,5982019Assets 2020: $81,492Liabilities 2020: $02020Assets 2021: $51,886Net Assets 2021: $51,8862021Assets 2022: $64,510Net Assets 2022: $64,5102022Assets 2023: $66,106Liabilities 2023: $0Net Assets 2023: $66,1062023Assets 2024: $86,578Liabilities 2024: $0Net Assets 2024: $86,5782024Assets 2025: $106,861Liabilities 2025: $0Net Assets 2025: $106,8612025

Highlighted filing

2022

Assets$64,510
Liabilities-
Net Assets$64,510
Open 2022 Filing

Operations Trend

Revenue Growth98th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $100,959Expenses 2011: $68,464Net Income 2011: $32,4952011Revenue 2012: $102,262Expenses 2012: $126,913Net Income 2012: -$24,6512012Revenue 2013: $56,271Expenses 2013: $55,906Net Income 2013: $3652013Revenue 2014: $66,745Expenses 2014: $58,157Net Income 2014: $8,5882014Revenue 2015: $50,902Expenses 2015: $57,224Net Income 2015: -$6,3222015Revenue 2016: $106,360Expenses 2016: $112,450Net Income 2016: -$6,0902016Revenue 2017: $111,762Expenses 2017: $84,816Net Income 2017: $26,9462017Revenue 2018: $95,083Expenses 2018: $101,059Net Income 2018: -$5,9762018Revenue 2019: $99,327Expenses 2019: $97,760Net Income 2019: $1,5672019Revenue 2020: $84,181Expenses 2020: $49,287Net Income 2020: $34,8942020Revenue 2021: $4,057Expenses 2021: $33,663Net Income 2021: -$29,6062021Revenue 2022: $41,750Expenses 2022: $29,127Net Income 2022: $12,6232022Revenue 2023: $33,073Expenses 2023: $31,429Net Income 2023: $1,6442023Revenue 2024: $51,979Expenses 2024: $31,507Net Income 2024: $20,4722024Revenue 2025: $46,630Expenses 2025: $26,347Net Income 2025: $20,2832025

Highlighted filing

2022

Revenue$41,750
Expenses$29,127
Net Income$12,623
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 3, 2022
Return Version
2021v4.1
Gross Receipts
$183,921
Mission and Program Overview

Mission

Support educational programs at Park Ridge Roosevelt School

Support educational programs at Roosevelt Elementary

Program Services

DescriptionGrantsExpenses
Provide educational enrichment products and services$26,725-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jackie CruzPresident-$0--
Bridget LangePresident-$0--
Demelza SteinfelsVice President-$0--
Kimberly CowieVice President-$0--
Sarah PowellTreasurer-$0--
Eric CarlsonTreasurer-$0--
Ellen AndersonSecretary-$0--
Katherine SpecialSecretary-$0--
Amber FleuraSecretary-$0--
Megan CroninSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$172,959$172,959$142,171$30,788
Total Events$172,959$172,959$142,171$30,788
Filing and Contact Details

Filer

Filer Name
Roosevelt PTO
EIN
41-2240081
Address
1001 South Fairview, Park Ridge, IL 60068

Signing Officer

Name
Sarah Powell
Title
Treasurer
Signed
2022-12-03
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Roosevelt Elementary School | Donee's Address: 1001 South Fairview Park Ridge IL 60068 | Cash Amount Given: $26725”

Other Expenses.1001

“Advertising and Promotion $875”

Other Expenses.1002

“Office Expenses $853”

Other Expenses.1

“$674”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Sarah Powell
IRS990EZ/BooksInCareOfDetail/PhoneNum08473184235
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 South Fairview
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Park Ridge
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060068
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064510
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IRS990EZ/ContributionsGiftsGrantsEtcAmt010958
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012623
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051887
IRS990EZ/Form990TotalAssetsGrp/EOYAmt064510
IRS990EZ/FundraisingGrossIncomeAmt0172959
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IRS990EZ/GrossReceiptsAmt0183921
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt064510
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt064510
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jackie Cruz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bridget Lange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Demelza Steinfels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kimberly Cowie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sarah Powell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Eric Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ellen Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Katherine Special
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Amber Fleura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Megan Cronin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02402
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support educational programs at Roosevelt Elementary
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide educational enrichment products and services
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt026725
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0142171
IRS990EZ/SpecialEventsNetIncomeLossAmt030788
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt029127
IRS990EZ/TotalRevenueAmt041750
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03540
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09083
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0154615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0173730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0351926
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0172959
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0154444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0370490
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0722416
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0183917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0163527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0154615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173730
IRS990ScheduleA/Total509Grp/TotalAmt0722416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0183917
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0163527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0154615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0173730
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0722416
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0142171
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0172959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0172959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0172959
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0172959
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030788
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0142171
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0142171
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Roosevelt Elementary School | Donee's Address: 1001 South Fairview Park Ridge IL 60068 | Cash Amount Given: $26725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$674
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Sarah Powell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roosevelt PTO
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0412240081
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 South Fairview
ReturnHeader/Filer/USAddress/CityNm0Park Ridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060068
ReturnHeader/ReturnTs02022-12-03T11:02:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Sarah
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Powell
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
$64,510
Liabilities
-
Net assets
$64,510
Revenue
$41,750
Expenses
$29,127
Net income
$12,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.47$0.26$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.52$0.32$0.20
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.33$0.31$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.42$0.29$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.52$0.04$0.34$0.30
2020Summary only. Only limited summary data is available for this year.$0.81$0.00$0.84$0.49$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.99$0.98$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.95$1.01$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.51$1.12$0.85$0.27
2016Summary only. Only limited summary data is available for this year.$0.24$0.00$1.06$1.12$0.06
2015Summary only. Only limited summary data is available for this year.$0.30$0.00$0.51$0.57$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.36$0.67$0.58$0.09
2013Summary only. Only limited summary data is available for this year.$0.28$0.00$0.56$0.56$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$1.02$1.27$0.25
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$1.01$0.68$0.32