Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$13,499
No earlier filing loaded for comparison.
Net Assets
$13,499
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$8,932
No earlier filing loaded for comparison.
Expenses
$10,947
No earlier filing loaded for comparison.
Net Income
-$2,015
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Oct 8, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $8,932
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. | - | $9,886 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CASSANDRA STEVENS | President | PT | $0 | - | - |
| KALI CARTER HUDSON | Vice Preside | PT | $0 | - | - |
| PATRICIA FETTINGER | Secretary | PT | $0 | - | - |
| NIKKI STEWART | Treasurer | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Klamath Roosevelt Pto Inc
- EIN
- 93-3101636
- Address
- 1125 N ELDORADO AVE, KLAMATH FALLS, OR 97601
Signing Officer
- Name
- Cassandra Stevens
- Title
- President
- Signed
- 2025-10-08
- 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 940 bingo expenses 1,181 equipment lease/rental 217 gifts/donations 6,643 halloween carnival expens 1,083 legal fees 568 office supplies 276 scholastic mismatch 39 total 10,947”
Form 990-ez, Part II, Line 24
“Blue dot 56 507 bottle drop 831 901 book fair 0 -4 total 887 1,404”
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.”
Raw XML Appendix111 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 | 14627 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12095 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2015 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 15514 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 13499 |
| IRS990EZ/GrossReceiptsAmt | 0 | 8932 |
| 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 | 15514 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 13499 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 15514 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 13499 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| 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 | 887 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1404 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 10947 |
| 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 | 8932 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUCCESSFULLY ORGANIZED VARIOUS EVENTS THROUGHOUT THE SCHOOL YEAR, PURSUANT TO THE ORGANIZATION'S MISSION STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 9886 |
| 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 | 10947 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 9886 |
| IRS990EZ/TotalRevenueAmt | 0 | 8932 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 8932 |
| IRS990ScheduleA/PrivateFoundation170Ind | 0 | X |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ASSEMBLIES 940 BINGO EXPENSES 1,181 EQUIPMENT LEASE/RENTAL 217 GIFTS/DONATIONS 6,643 HALLOWEEN CARNIVAL EXPENS 1,083 LEGAL FEES 568 OFFICE SUPPLIES 276 SCHOLASTIC MISMATCH 39 TOTAL 10,947 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | BLUE DOT 56 507 BOTTLE DROP 831 901 BOOK FAIR 0 -4 TOTAL 887 1,404 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| 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/SignatureDt | 0 | 2025-10-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | KLAMATH ROOSEVELT PTO INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | KLAM |
| ReturnHeader/Filer/EIN | 0 | 933101636 |
| 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 | 2025-10-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBIN PEILE |
| ReturnHeader/ReturnTs | 0 | 2025-10-08T18:57:41-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $13,499
- Liabilities
- -
- Net assets
- $13,499
- Revenue
- $8,932
- Expenses
- $10,947
- Net income
- -$2,015