Civic Intelligence

Roosevelt School PTA

990 • Fiscal year 2023 • EIN 94-6173865

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 09, 2023

951 Dowling BoulevardSan Leandro, CA 94577

(510) 206-6827

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

95th percentile

163%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

841%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$101,498

Up $62,853 (+163%) from 2022

Net Assets

Up

$101,498

Up $62,853 (+163%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$168,547

Up $150,631 (+841%) from 2022

Expenses

Up

$105,694

Up $74,779 (+242%) from 2022

Net Income

Up

$62,853

Up $75,852 (+584%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $99,929Liabilities 2011: $0Net Assets 2011: $99,9292011Assets 2012: $72,038Liabilities 2012: $157Net Assets 2012: $71,8812012Assets 2013: $70,850Liabilities 2013: $0Net Assets 2013: $70,8502013Assets 2014: $65,992Liabilities 2014: $0Net Assets 2014: $65,9922014Assets 2015: $84,358Liabilities 2015: $0Net Assets 2015: $84,3582015Assets 2016: $89,100Liabilities 2016: $0Net Assets 2016: $89,1002016Assets 2017: $88,044Liabilities 2017: $0Net Assets 2017: $88,0442017Assets 2018: $103,583Liabilities 2018: $0Net Assets 2018: $103,5832018Assets 2019: $66,659Liabilities 2019: $0Net Assets 2019: $66,6592019Assets 2020: $72,860Liabilities 2020: $0Net Assets 2020: $72,8602020Assets 2021: $49,246Liabilities 2021: $0Net Assets 2021: $49,2462021Assets 2022: $38,645Liabilities 2022: $0Net Assets 2022: $38,6452022Assets 2023: $101,498Liabilities 2023: $0Net Assets 2023: $101,4982023Assets 2024: $96,414Liabilities 2024: $0Net Assets 2024: $96,4142024Assets 2025: $98,243Liabilities 2025: $0Net Assets 2025: $98,2432025

Highlighted filing

2023

Assets$101,498
Liabilities$0
Net Assets$101,498

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $68,741Expenses 2011: $84,642Net Income 2011: -$15,9012011Expenses 2012: $147,5632012Revenue 2013: $93,075Expenses 2013: $94,106Net Income 2013: -$1,0312013Revenue 2014: $105,673Expenses 2014: $110,531Net Income 2014: -$4,8582014Revenue 2015: $120,254Expenses 2015: $101,888Net Income 2015: $18,3662015Revenue 2016: $99,234Expenses 2016: $94,492Net Income 2016: $4,7422016Revenue 2017: $106,659Expenses 2017: $107,715Net Income 2017: -$1,0562017Revenue 2018: $95,300Expenses 2018: $79,761Net Income 2018: $15,5392018Revenue 2019: $112,497Expenses 2019: $133,834Net Income 2019: -$21,3372019Revenue 2020: $105,837Expenses 2020: $99,636Net Income 2020: $6,2012020Revenue 2021: $15,727Expenses 2021: $39,344Net Income 2021: -$23,6172021Revenue 2022: $17,916Expenses 2022: $30,915Net Income 2022: -$12,9992022Revenue 2023: $168,547Expenses 2023: $105,694Net Income 2023: $62,8532023Revenue 2024: $117,715Expenses 2024: $122,799Net Income 2024: -$5,0842024Revenue 2025: $122,176Expenses 2025: $116,439Net Income 2025: $5,7372025

Highlighted filing

2023

Revenue$168,547
Expenses$105,694
Net Income$62,853
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$168,547
Mission and Program Overview

Mission

SUPPORTING EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$38,645$101,498▲ $62,853
Total Assets$38,645$101,498▲ $62,853
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,645$101,498▲ $62,853
Total Net Assets Fund Balance$38,645$101,498▲ $62,853
Total Liabilities and Net Assets / Fund Balance$38,645$101,498▲ $62,853
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bahar NavabPresident
Jessica RaynorVice President
Kyle Salisbury1st Recording Secretary
A Niesha Sapp1st VP Dei
Deepti Scheier1st VP Fundraising
Sadie Alvarado1st VP of Hospitality
Gunnar Hissam1st VP of Membership
Jennifer Heth1st VP of Programs
Nate Mcnally1st VP of Volunteers
Jared Easterday2nd Recording Secretary
Olga Salinas2nd VP Dei
Chris Ruiz2nd VP Fundraising
Heather Shellen2nd VP of Hospitality
Martin Modl2nd VP of Membership
Mahzad Hite2nd VP of Programs
Laura BarbosaAuditor
Ifang TsaurFinancial Secretary
Alyx LoftonHistorian
Rachel BollerParliamentarian
Rebecca HathronTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$141,529
Investment Income
$0
Other Revenue
$27,018
Change in Net Assets
$62,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,694
Total Fundraising Expense$78,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$22,258-$59,715$22,258
All Other Expenses$-363-$2,757$2,394
Office Expenses-$439-$439
Fees for Services Accounting-$300-$300
Insurance-$272-$272
Total Functional Expenses$26,682$1,011$78,001$105,694
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$27,018
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$74,199$74,199$33,162$41,037
Auction$55,906$55,906$17,384$38,522
Total Events$141,529$141,529$56,471$85,058
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

No review was or will be conducted. No review was or will be conducted,

Form 990 availability to public Part VI line 18

No documents available to the public.

Governing documents etc available to public Part VI line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Roosevelt School Pta
EIN
94-6173865
Address
951 DOWLING BOULEVARD, SAN LEANDRO, CA 94577

Signing Officer

Name
Rebecca Hathron Individual
Title
Treasurer
Phone
5102066827
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bahar Navab
Formed
1976
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
0
Employees
0

Preparer

Firm
Sanchez & Trujillo Asociados
Address
3032 MISSION STREET, SAN FRANCISCO, CA 94110
Preparer
Antonio Sanchez
Phone
4157570902
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

These expenses include all other expenses that are part of certain programs and also projects.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt41ST VP OF PROGRAMS
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IRS990/Form990PartVIISectionAGrp/TitleTxt6FINANCIAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt71ST RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt81ST VP DEI
IRS990/Form990PartVIISectionAGrp/TitleTxt92ND VP DEI
IRS990/Form990PartVIISectionAGrp/TitleTxt10PARLIAMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt111ST VP OF VOLUNTEERS
IRS990/Form990PartVIISectionAGrp/TitleTxt12AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt151ST VP OF MEMBERSHIP
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IRS990/Form990PartVIISectionAGrp/TitleTxt172ND VP OF HOSPITALITY
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IRS990/MissionDesc0SUPPORTING EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt038645
IRS990/NetAssetsOrFundBalancesEOYAmt0101498
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027018
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027018
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt038645
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0101498
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0439
IRS990/OfficeExpensesGrp/TotalAmt0439
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0WISHLISTS
IRS990/OtherExpensesGrp/Desc1COMMUNITY
IRS990/OtherExpensesGrp/Desc2FUNDRASING
IRS990/OtherExpensesGrp/Desc3ENRICHMENT STUDENT TEACHER
IRS990/OtherExpensesGrp/FundraisingAmt015529
IRS990/OtherExpensesGrp/FundraisingAmt159715
IRS990/OtherExpensesGrp/ProgramServicesAmt04787
IRS990/OtherExpensesGrp/ProgramServicesAmt122258
IRS990/OtherExpensesGrp/TotalAmt015529
IRS990/OtherExpensesGrp/TotalAmt14787
IRS990/OtherExpensesGrp/TotalAmt259715
IRS990/OtherExpensesGrp/TotalAmt322258
IRS990/OtherInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BAHAR NAVAB
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0AUCTION
IRS990/ProgramServiceRevenueGrp/Desc1BOOSTERTHON
IRS990/ProgramServiceRevenueGrp/Desc2FALL FESTIVAL
IRS990/ProgramServiceRevenueGrp/ExclusionAmt055906
IRS990/ProgramServiceRevenueGrp/ExclusionAmt174199
IRS990/ProgramServiceRevenueGrp/ExclusionAmt211424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055906
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt174199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211424
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017916
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt030915
IRS990/PYRevenuesLessExpensesAmt0-12999
IRS990/PYTotalExpensesAmt030915
IRS990/PYTotalRevenueAmt017916
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt062853
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt022204
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt022204
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03719
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05587
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt022204
IRS990ScheduleA/TotalSupportAmt022209
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt056471
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt074199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt011424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0141529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt074199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011424
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0141529
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt085058
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt05925
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt056471
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017384
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt033162
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED. NO REVIEW WAS OR WILL BE CONDUCTED,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE EXPENSES INCLUDE ALL OTHER EXPENSES THAT ARE PART OF CERTAIN PROGRAMS AND ALSO PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3List of other expenses Part IX line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt038645
IRS990/TotalAssetsEOYAmt0101498
IRS990/TotalAssetsGrp/BOYAmt038645
IRS990/TotalAssetsGrp/EOYAmt0101498
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt078001
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01011
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026682
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105694
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038645
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0101498
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt026682
IRS990/TotalProgramServiceRevenueAmt0141529
IRS990/TotalReportableCompFromOrgAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.22$1.16$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.18$1.23$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.69$1.06$0.63
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.18$0.31$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.16$0.39$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$1.06$1.00$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.12$1.34$0.21
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.95$0.80$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.07$1.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.99$0.94$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.20$1.02$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.06$1.11$0.05
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.71$0.93$0.94$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$1.48
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.69$0.85$0.16