Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Klamath Roosevelt PTO Inc
EIN 93-3101636 • 501(c)3 • Klamath Falls, OR
Profile
The purpose of the pto is to enhance and support the educational experience at roosevelt elementary school in klamath falls, or, to develop a closer connection between school and home by encouraging parent/guardian involvement and staff collaboration, and to improve the environment at roosevelt through volunteer and financial support to meet the needs of students.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
57th percentile
Higher net margin than 57% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
58th percentile
Faster revenue growth than 58% of similar nonprofits.
Balance Sheet
Assets
Up$13,701
Up $202 (+1.5%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$13,701
Up $202 (+1.5%) from 2023
Revenue
Up$9,391
Up $459 (+5.1%) from 2023
Expenses
Down$8,888
Down $2,059 (-19%) from 2023
Net Income
Up$503
Up $2,518 (+125%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $13,701
- Liabilities
- -
- Net assets
- $13,701
- Revenue
- $9,391
- Expenses
- $8,888
- Net income
- $503
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Feb 4, 2026
- Return Version
- 2024v5.0
- Gross Receipts
- $9,391
Mission and Program Overview
Mission
The purpose of the pto is to enhance and support the educational experience at roosevelt elementary school in klamath falls, or, to develop a closer connection between school and home by encouraging parent/guardian involvement and staff collaboration, and to improve the environment at roosevelt through volunteer and financial support to meet the needs of students.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUCCESSFULLY ORGANIZED VARIOUS EVENTS THROUGHOUT THE SCHOOL YEAR, PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. | - | $6,506 |
| SUCCESSFULLY ORGANIZED VARIOUS EVENTS THROUGHOUT THE SCHOOL YEAR, PURSUANT TO THE ORGANIZATION STATEMENT. | - | $680 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CASSANDRA STEVENS | President | - | $0 | - | - |
| KALI CARTER HUDSON | Vice Preside | - | $0 | - | - |
| PATRICIA FETTINGER | Secretary | - | $0 | - | - |
| NIKKI STEWART | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Klamath Roosevelt Pto Inc
- EIN
- 93-3101636
- Phone
- 5415916051
- Address
- 1125 N ELDORADO AVE, KLAMATH FALLS, OR 97601
Signing Officer
- Name
- Cassandra Stevens
- Title
- President
- Phone
- 5415916051
- Signed
- 2026-02-04
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Romig & Peile Cpas P C
- Address
- 1875 AUSTIN ST, KLAMATH FALLS, OR 97603-4677
- Preparer
- Robin Peile
- Phone
- 5412737237
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses assemblies 495 bingo expenses 767 equipment lease/rental 200 gifts/donations 4,111 halloween carnival expens 1,133 legal fees 1,009 office supplies 493 conference meal fundraise 42 tax late fee 40 uncategorized expense 598 total 8,888”
Form 990-ez, Part I, Line 20
“Prior period adjustments -121”
Form 990-ez, Part II, Line 24
“Blue dot 507 510 bottle drop 901 1,182 book fair -4 -86 total 1,404 1,606”
Form 990-ez, Part III
“The purpose of the pto is to enhance and support the educational experience at roosevelt elementary school in klamath falls, or, to develop a closer connection between school and home by encouraging parent/guardian involvement and staff collaboration, and to improve the environment at roosevelt through volunteer and financial support to meet the needs of students.”
Form 990-ez, Part III, Line 31
“Successfully organized various events throughout the school year, pursuant to the organization statement.”
Raw XML Appendix120 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | NIKKI STEWART |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5415916051 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1125 N ELDORADO |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | KLAMATH FALLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 11915 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12095 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 503 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 13319 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 13701 |
| IRS990EZ/GrossReceiptsAmt | 0 | 9391 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 13319 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13701 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 13319 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13701 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CASSANDRA STEVENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KALI CARTER HUDSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PATRICIA FETTINGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | NIKKI STEWART |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 1404 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1606 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -121 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8888 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE PTO IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT ROOSEVELT ELEMENTARY SCHOOL IN KLAMATH FALLS, OR, TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENT/GUARDIAN INVOLVEMENT AND STAFF COLLABORATION, AND TO IMPROVE THE ENVIRONMENT AT ROOSEVELT THROUGH VOLUNTEER AND FINANCIAL SUPPORT TO MEET THE NEEDS OF STUDENTS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 9391 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUCCESSFULLY ORGANIZED VARIOUS EVENTS THROUGHOUT THE SCHOOL YEAR, PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SUCCESSFULLY ORGANIZED VARIOUS EVENTS THROUGHOUT THE SCHOOL YEAR, PURSUANT TO THE ORGANIZATION STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6506 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 680 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 8888 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 7186 |
| IRS990EZ/TotalRevenueAmt | 0 | 9391 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 9391 |
| IRS990ScheduleA/PrivateFoundation170Ind | 0 | X |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ASSEMBLIES 495 BINGO EXPENSES 767 EQUIPMENT LEASE/RENTAL 200 GIFTS/DONATIONS 4,111 HALLOWEEN CARNIVAL EXPENS 1,133 LEGAL FEES 1,009 OFFICE SUPPLIES 493 CONFERENCE MEAL FUNDRAISE 42 TAX LATE FEE 40 UNCATEGORIZED EXPENSE 598 TOTAL 8,888 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PRIOR PERIOD ADJUSTMENTS -121 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BLUE DOT 507 510 BOTTLE DROP 901 1,182 BOOK FAIR -4 -86 TOTAL 1,404 1,606 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE PURPOSE OF THE PTO IS TO ENHANCE AND SUPPORT THE EDUCATIONAL EXPERIENCE AT ROOSEVELT ELEMENTARY SCHOOL IN KLAMATH FALLS, OR, TO DEVELOP A CLOSER CONNECTION BETWEEN SCHOOL AND HOME BY ENCOURAGING PARENT/GUARDIAN INVOLVEMENT AND STAFF COLLABORATION, AND TO IMPROVE THE ENVIRONMENT AT ROOSEVELT THROUGH VOLUNTEER AND FINANCIAL SUPPORT TO MEET THE NEEDS OF STUDENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | SUCCESSFULLY ORGANIZED VARIOUS EVENTS THROUGHOUT THE SCHOOL YEAR, PURSUANT TO THE ORGANIZATION STATEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CASSANDRA STEVENS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5415916051 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-02-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | KLAMATH ROOSEVELT PTO INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | KLAM |
| ReturnHeader/Filer/EIN | 0 | 933101636 |
| ReturnHeader/Filer/PhoneNum | 0 | 5415916051 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1125 N ELDORADO AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | KLAMATH FALLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97601 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 931326724 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROMIG & PEILE CPAS P C |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1875 AUSTIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | KLAMATH FALLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 976034677 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5412737237 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-02-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBIN PEILE |
| ReturnHeader/ReturnTs | 0 | 2026-02-04T19:33:00-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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