Civic Intelligence

Roosevelt Elementary PTA

EIN 91-1109492 • 501(c)3 • Bellingham, WA

Profile

PTA, supporting Roosevelt Elementary School in Bellingham, WA

Refreshing map…

2900 Yew StBellingham, WA 98226-6127
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

59%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$62,136

Down $1,754 (-2.7%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Down

$62,136

Down $1,754 (-2.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$44,349

Up $22,864 (+106%) from 2023

Expenses

Up

$32,240

Up $18,489 (+134%) from 2023

Net Income

Up

$12,109

Up $4,375 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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 2025: $62,136Liabilities 2025: $0Net Assets 2025: $62,1362025

Highlighted filing

2025

Assets$62,136
Liabilities$0
Net Assets$62,136
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest 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 2025: $44,349Expenses 2025: $32,240Net Income 2025: $12,1092025

Highlighted filing

2025

Revenue$44,349
Expenses$32,240
Net Income$12,109
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,136
Liabilities
$0
Net assets
$62,136
Revenue
$44,349
Expenses
$32,240
Net income
$12,109
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.1
Gross Receipts
$46,672
Mission and Program Overview

Mission

To support the education health and welfare of all youth.

PTA, supporting Roosevelt Elementary School in Bellingham, WA

Program Services

DescriptionGrantsExpenses
After School Enrichment-$7,979
Family Events-$5,154
School Support (Field Trips, Staff Start up)-$4,075
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emma AndersonPresident-$0--
Tracy CarusoVice President-$0--
Kimberly PowerTreasurer-$0--
Ashley PriestSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Roosevelt Elementary PTA
EIN
91-1109492
Address
2900 YEW ST, BELLINGHAM, WA 98226-6127

Signing Officer

Name
David Sadowsky
Title
Treasurer
Signed
2025-11-15
Supplemental Narrative

Additional Explanations

990-EZ, Part I, Line 10

“We give pay for classroom supplies, scholarships, teacher appreciation awards, field trips and more.”

990-EZ, Part I, Line 16

“Program Service Expenses”

990-EZ, Part I, Line 8

“We had some misc income that could not be assigned to another section.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Kimberly Power
IRS990EZ/BooksInCareOfDetail/PhoneNum02067556479
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02656 E Crestline Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bellingham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098226
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050027
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062136
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt025674
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012109
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07979
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050027
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062136
IRS990EZ/FundraisingGrossIncomeAmt01047
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt05303
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011407
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0835
IRS990EZ/GrossReceiptsAmt046672
IRS990EZ/GrossSalesOfInventoryAmt0835
IRS990EZ/InvestmentIncomeAmt0489
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt02098
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050027
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062136
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050027
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062136
IRS990EZ/OccupancyRentUtltsAndMaintAmt054
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emma Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tracy Caruso
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly Power
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ashley Priest
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt012780
IRS990EZ/OtherRevenueTotalAmt011226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PTA, supporting Roosevelt Elementary School in Bellingham, WA
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0After School Enrichment
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Family Events
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2School Support (Field Trips, Staff Start up)
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07979
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15154
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02323
IRS990EZ/SpecialEventsNetIncomeLossAmt04027
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032240
IRS990EZ/TotalProgramServiceExpensesAmt017208
IRS990EZ/TotalRevenueAmt044349
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045837
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt045837
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0489
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0835
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0489
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0489
IRS990ScheduleA/InvestmentIncomeCYPct00.01037
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98963
IRS990ScheduleA/PublicSupportTotal509Amt046672
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt00
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt046672
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047161
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt047161
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We give pay for classroom supplies, scholarships, teacher appreciation awards, field trips and more.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2We had some misc income that could not be assigned to another section.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2990-EZ, Part I, Line 8
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0David Sadowsky
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roosevelt Elementary PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0911109492
ReturnHeader/Filer/USAddress/AddressLine1Txt02900 YEW ST
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0982266127
ReturnHeader/ReturnTs02025-11-15T23:19:20Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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