Civic Intelligence

Roosevelt PTA Bellingham Council 8 3 65

990EZ • Fiscal year 2024 • EIN 91-1109492

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 14, 2025

Organization Profilewww.roosevelt-pta.org
2900 Yew StBellingham, WA 98226

(206) 755-6479

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-1.7%

Higher net margin than 38% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-2.3%

Faster asset growth than 43% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

30%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$62,395

Down $1,495 (-2.3%) from 2023

Net Assets

Down

$62,395

Down $1,495 (-2.3%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Up

$27,948

Up $6,463 (+30%) from 2023

Expenses

Up

$28,410

Up $14,659 (+107%) from 2023

Net Income

Down

-$462

Down $8,196 (-106%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$80K$60K$40K$20K$0Assets 2016: $42,703Liabilities 2016: $02016Assets 2017: $40,594Liabilities 2017: $02017Assets 2018: $27,981Liabilities 2018: $02018Assets 2019: $38,736Liabilities 2019: $02019Assets 2020: $26,212Liabilities 2020: $02020Assets 2023: $63,890Net Assets 2023: $63,8902023Assets 2024: $62,395Liabilities 2024: $0Net Assets 2024: $62,3952024Assets 2025: $62,136Liabilities 2025: $0Net Assets 2025: $62,1362025

Highlighted filing

2024

Assets$62,395
Liabilities$0
Net Assets$62,395
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $56,406Expenses 2016: $41,672Net Income 2016: $14,7342016Revenue 2017: $51,643Expenses 2017: $53,589Net Income 2017: -$1,9462017Revenue 2018: $40,557Expenses 2018: $53,170Net Income 2018: -$12,6132018Revenue 2019: $53,417Expenses 2019: $22,802Net Income 2019: $30,6152019Revenue 2020: $26,176Expenses 2020: $26,212Net Income 2020: -$362020Revenue 2023: $21,485Expenses 2023: $13,751Net Income 2023: $7,7342023Revenue 2024: $27,948Expenses 2024: $28,410Net Income 2024: -$4622024Revenue 2025: $44,349Expenses 2025: $32,240Net Income 2025: $12,1092025

Highlighted filing

2024

Revenue$27,948
Expenses$28,410
Net Income-$462
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$27,948
Mission and Program Overview

Mission

To support the education health and welfare of all youth.

To support the education, health, and welfare of all youth

Program Services

DescriptionGrantsExpenses
Student support/Enrichment/Education: after-school enrichment, grade-level experiences and projects, International Baccalaureate start-up funds, principal's discretionary fund, grade-level and specialist start-up funds. Benefited 374 students, as well as school staff.-$11,358
Parent involvement/education: Family events, parenting class, membership meeting refreshments. Benefited the families of 374 students.-$5,290
Community/volunteer involvement & recognition: t-shirts for all students and staff members. Benefited 374 students, as well as school staff.-$3,124
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy CarusoPresident-$0--
Rosalio Mata-RodriguezVice President-$0--
Kimberly PowerTreasurer-$0--
Ashley PriestSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Roosevelt Pta Bellingham Council 8
EIN
91-1109492
Address
2900 YEW ST, BELLINGHAM, WA 98226

Signing Officer

Name
Kimberly
Title
Treasurer
Phone
2067556479
Signed
2025-02-14
Supplemental Narrative

Additional Explanations

Grants and similar amounts paid: Part I, line 10

“280 Membership Dues set to WSPTA”

Other expenses: Part I, line 16

“1356 Administrative Expenses: insurance, software, business license, and bank fees”

Other expenses: Part I, line 16

“5131 Family events: back-to-school BBQ, winter and spring family fun nights”

Other expenses: Part I, line 16

“3761 Student experiences (ie. field trips)”

Other expenses: Part I, line 16

“547 5th grade yearbooks and end-of-year celebration”

Other expenses: Part I, line 16

“984 Jog-a-thon PTA fundraiser: event supplies and prizes for students”

Other expenses: Part I, line 16

“2000 Elementary Equity Fund”

Other expenses: Part I, line 16

“94 Paint for courtyard art (school logo painted on concrete)”

Other expenses: Part I, line 16

“4226 IB candidacy program start-up fund”

Other expenses: Part I, line 16

“86 Food provided for on-campus parenting class”

Other expenses: Part I, line 16

“159 PTA meeting refreshments”

Other expenses: Part I, line 16

“3124 Staff and student t-shirts”

Other expenses: Part I, line 16

“149 Principal discretionary fund”

Other expenses: Part I, line 16

“2075 Staff appreciation: lunches, snacks, staff lounge makeover”

Other expenses: Part I, line 16

“140 School nurse: supplies for health room”

Other expenses: Part I, line 16

“100 Teacher retirement gifts”

Other expenses: Part I, line 16

“916 Costumes and sets for play written and performed by staff for students”

Other expenses: Part I, line 16

“44 Props for weekly assemblies”

Other expenses: Part I, line 16

“121 Recess equipment”

Other expenses: Part I, line 16

“2343 Staff start-up funds: grade-level staff and specialists classroom supplies, etc.”

Other program services: Part III, line 31

“0 5th grade yearbooks and end-of-year celebration”

Other program services: Part III, line 31

“0 Jog-a-thon PTA fundraiser: event supplies and prizes for students”

Other program services: Part III, line 31

“0 Elementary equity fund”

Other program services: Part III, line 31

“0 Paint for courtyard art (school logo painted on concrete)”

Other program services: Part III, line 31

“0 Staff appreciation: lunches, snacks, staff lounge makeover”

Other program services: Part III, line 31

“0 Teacher retirement gifts”

Other program services: Part III, line 31

“0 Costumes and sets for play written and performed by staff for students”

Raw XML Appendix283 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0280 Membership Dues set to WSPTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11356 Administrative Expenses: insurance, software, business license, and bank fees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25131 Family events: back-to-school BBQ, winter and spring family fun nights
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33761 Student experiences (ie. field trips)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4547 5th grade yearbooks and end-of-year celebration
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5984 Jog-a-thon PTA fundraiser: event supplies and prizes for students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62000 Elementary Equity Fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt794 Paint for courtyard art (school logo painted on concrete)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt84226 IB candidacy program start-up fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt986 Food provided for on-campus parenting class
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10159 PTA meeting refreshments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt113124 Staff and student t-shirts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12149 Principal discretionary fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt132075 Staff appreciation: lunches, snacks, staff lounge makeover
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14140 School nurse: supplies for health room
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15100 Teacher retirement gifts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16916 Costumes and sets for play written and performed by staff for students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1744 Props for weekly assemblies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18121 Recess equipment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt192343 Staff start-up funds: grade-level staff and specialists classroom supplies, etc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt200 5th grade yearbooks and end-of-year celebration
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt210 Jog-a-thon PTA fundraiser: event supplies and prizes for students
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt220 Elementary equity fund
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt230 Paint for courtyard art (school logo painted on concrete)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt240 Staff appreciation: lunches, snacks, staff lounge makeover
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt250 Teacher retirement gifts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt260 Costumes and sets for play written and performed by staff for students
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and similar amounts paid: Part I, line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other expenses: Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other program services: Part III, line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other program services: Part III, line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other program services: Part III, line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Other program services: Part III, line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Other program services: Part III, line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Other program services: Part III, line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Other program services: Part III, line 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02067556479
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT PTA BELLINGHAM COUNCIL 8
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt03 65
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0911109492
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 YEW ST
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098226
ReturnHeader/ReturnTs02025-02-14T11:45:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.

Open filing
Assets
$62,395
Liabilities
$0
Net assets
$62,395
Revenue
$27,948
Expenses
$28,410
Net income
-$462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$62.1$0.00$62.1$44.3$32.2$12.1
2024Detailed filing. Detailed filing data is available for this year.$62.4$0.00$62.4$27.9$28.4$0.46
2023Detailed filing. Detailed filing data is available for this year.$63.9$63.9$21.5$13.8$7.73
2020Summary only. Only limited summary data is available for this year.$26.2$0.00$26.2$26.2$0.04
2019Summary only. Only limited summary data is available for this year.$38.7$0.00$53.4$22.8$30.6
2018Summary only. Only limited summary data is available for this year.$28.0$0.00$40.6$53.2$12.6
2017Summary only. Only limited summary data is available for this year.$40.6$0.00$51.6$53.6$1.95
2016Summary only. Only limited summary data is available for this year.$42.7$0.00$56.4$41.7$14.7