Form 990-ez, Part I, Line 8
“INTEREST 259 TOTAL 259”
PTA Oklahoma Congress Roosevelt Elementary PTA
990EZ • Fiscal year 2024 • EIN 73-1443253
Siviq Scores
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Balance Sheet
Assets
Down$52,842
Down $20,641 (-28%) from 2023
Net Assets
Down$52,842
Down $20,641 (-28%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$76,113
Up $14,460 (+23%) from 2023
Expenses
Up$96,754
Up $35,063 (+57%) from 2023
Net Income
Down-$20,641
Down $20,603 (-54218%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Nov 1, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $91,951
Mission and Program Overview
Mission
Roosevelt elementary pta was formed for the exclusive purpose of providing assistance to roosevelt elementary school (roosevelt). Roosevelt is an elementary school in the norman public school system. Approximately 675 students attend this school. Roosevelt pta provides various types of assistance to the school which supplements amounts provided to the school by the state of oklahoma. Types of assistance in the current year include assistance to the music, art and physical education programs, the library, as well as assistance to the teachers to reimburse their out of pocket expenses. Roosevelt pta also provides funds to purchase and maintain playground and technological equipment. The pta also provides funds for specialized curriculum and student activities.
The roosevelt elementary pta was established solely to support roosevelt elementary school, which is part of the norman public school system and serves approximately 592 students. The pta plays a crucial role in supplementing state funding by offering various forms of assistance, including support for music, art, and physical education programs, as well as the library. Additionally, it helps reimburse teachers for out-of-pocket expenses and allocates funds for the purchase and maintenance of playground and technological equipment. The pta also contributes to specialized curriculum initiatives and student activities.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| OTHER COMMITTEE PROGRAMS FOR THE STUDENTS, TEACHERS, PARENTS & COMMUNITY. | - | $35,290 |
| ROOSEVELT PTA PROVIDES SPECIALIZED CURRICULUM FOR THE STUDENTS AND TEACHERS IN THE AREAS OF ART EDUCATION, MUSIC, PHYSICAL EDUCATION AND LIBRARY RESOURCES. | - | $21,057 |
| SEE SCHEDULE O | - | $19,220 |
| ROOSEVELT PTA DEEMS A BIG PROJECT EVERY SCHOOL YEAR. ITS FUNDRAISER, THE ROUGHRIDER RUN, IS USED TO RAISE THE MONEY FOR THIS BIG PROJECT. | - | $18,667 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JENNA JOHNSTON | Vice Preside | - | $0 | - | - |
| KAREN WALKER | Co-President | - | $0 | - | - |
| SHA CARSON | Co-President | - | $0 | - | - |
| JILL RENNER | Treasurer | - | $0 | - | - |
| STEPHANIE PORTER | Secretary | - | $0 | - | - |
| ELIZABETH BASS | Membership | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Jogathon | $57,406 | $3,855 | $6,838 | $-2,983 |
| Total Events | $57,406 | $3,855 | $15,838 | $-11,983 |
Filing and Contact Details
Filer
- Filer Name
- Pta Oklahoma Congress Roosevelt
- EIN
- 73-1443253
- Phone
- 4054476581
- Address
- 4250 W TECUMSEH RD, NORMAN, OK 73072-1709
Signing Officer
- Name
- Jill Renner
- Title
- Treasurer
- Phone
- 4054476581
- Signed
- 2024-11-01
Preparer
- Firm
- Sherry a Bennett CPA Pllc
- Address
- 220 N PETERS AVE, NORMAN, OK 73069
- Preparer
- Sherry a Bennett
- Phone
- 4053605210
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses after school club supplie 1,713 character recognition 1,539 counselor 1,000 grant request 97 senior recognition 200 tutoring 2,512 arc 9,206 back to school night 1,690 box top expenses 36 membership 20 science fair 275 watch dogs 43 professional development 2,269 teacher incidentals 6,695 team resources 5,276 teacher/staff appreciatio 4,980 yearly big project 18,667 library 1,000 music 870 physical education 987 stem lab 289 art program 17,911 donuts with grown ups 838 fifth grade expenses 4,267 muffins in may 881 popcorn fridays 2,308 reflections 493 super kids day 3,253 other approved expenses 4,919 total 94,234”
Form 990-ez, Part III
“The roosevelt elementary pta was established solely to support roosevelt elementary school, which is part of the norman public school system and serves approximately 592 students. The pta plays a crucial role in supplementing state funding by offering various forms of assistance, including support for music, art, and physical education programs, as well as the library. Additionally, it helps reimburse teachers for out-of-pocket expenses and allocates funds for the purchase and maintenance of playground and technological equipment. The pta also contributes to specialized curriculum initiatives and student activities.”
Form 990-ez, Part III, Line 31
“Other committee programs for the students, teachers, parents & community.”
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INTEREST 259 TOTAL 259 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES AFTER SCHOOL CLUB SUPPLIE 1,713 CHARACTER RECOGNITION 1,539 COUNSELOR 1,000 GRANT REQUEST 97 SENIOR RECOGNITION 200 TUTORING 2,512 ARC 9,206 BACK TO SCHOOL NIGHT 1,690 BOX TOP EXPENSES 36 MEMBERSHIP 20 SCIENCE FAIR 275 WATCH DOGS 43 PROFESSIONAL DEVELOPMENT 2,269 TEACHER INCIDENTALS 6,695 TEAM RESOURCES 5,276 TEACHER/STAFF APPRECIATIO 4,980 YEARLY BIG PROJECT 18,667 LIBRARY 1,000 MUSIC 870 PHYSICAL EDUCATION 987 STEM LAB 289 ART PROGRAM 17,911 DONUTS WITH GROWN UPS 838 FIFTH GRADE EXPENSES 4,267 MUFFINS IN MAY 881 POPCORN FRIDAYS 2,308 REFLECTIONS 493 SUPER KIDS DAY 3,253 OTHER APPROVED EXPENSES 4,919 TOTAL 94,234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ROOSEVELT ELEMENTARY PTA WAS ESTABLISHED SOLELY TO SUPPORT ROOSEVELT ELEMENTARY SCHOOL, WHICH IS PART OF THE NORMAN PUBLIC SCHOOL SYSTEM AND SERVES APPROXIMATELY 592 STUDENTS. THE PTA PLAYS A CRUCIAL ROLE IN SUPPLEMENTING STATE FUNDING BY OFFERING VARIOUS FORMS OF ASSISTANCE, INCLUDING SUPPORT FOR MUSIC, ART, AND PHYSICAL EDUCATION PROGRAMS, AS WELL AS THE LIBRARY. ADDITIONALLY, IT HELPS REIMBURSE TEACHERS FOR OUT-OF-POCKET EXPENSES AND ALLOCATES FUNDS FOR THE PURCHASE AND MAINTENANCE OF PLAYGROUND AND TECHNOLOGICAL EQUIPMENT. THE PTA ALSO CONTRIBUTES TO SPECIALIZED CURRICULUM INITIATIVES AND STUDENT ACTIVITIES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | OTHER COMMITTEE PROGRAMS FOR THE STUDENTS, TEACHERS, PARENTS & COMMUNITY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 31 |
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| ReturnHeader/ReturnTs | 0 | 2024-11-01T11:29:42-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $52,842
- Liabilities
- -
- Net assets
- $52,842
- Revenue
- $76,113
- Expenses
- $96,754
- Net income
- -$20,641