Civic Intelligence

Roosevelt School PTA

990 • Fiscal year 2024 • EIN 94-6173865

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 05, 2024

Organization ProfileN/A
951 Dowling BoulevardSan Leandro, CA 94577

(650) 703-7311

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

34th percentile

-4.3%

Higher net margin than 34% 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

38th percentile

-5.0%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$96,414

Down $5,084 (-5.0%) from 2023

Net Assets

Down

$96,414

Down $5,084 (-5.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

Down

$117,715

Down $50,832 (-30%) from 2023

Expenses

Up

$122,799

Up $17,105 (+16%) from 2023

Net Income

Down

-$5,084

Down $67,937 (-108%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2024

Assets$96,414
Liabilities$0
Net Assets$96,414
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

2024

Revenue$117,715
Expenses$122,799
Net Income-$5,084
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$117,715
Mission and Program Overview

Mission

SUPPORTING EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$101,498$96,414▼ $5,084
Total Assets$101,498$96,414▼ $5,084
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$101,498$96,414▼ $5,084
Total Net Assets Fund Balance$101,498$96,414▼ $5,084
Total Liabilities and Net Assets / Fund Balance$101,498$96,414▼ $5,084
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Elizabeth AtkinsonPresident
Mahzad HiteExecutive Vice President
Jayme Hissam1st VP of Programs Assemblies
Gunnar Hissam2nd VP of Membership
Shannon Dillon3rd VP of Volunteers
Nate Mcnally4th VP of Hospitality Staff C
Jen Heth5th VP of Fundraising
Deepti Scheirer6th VP of Diversity Inclusion
Laura BarbosaAuditor
Amy LawCorresponding Secretary
Amanda LuttonFinancial Secretary
Jessica RaynorHistorian
Elizabeth TraugottParliamentarian
Jared EasterdayRecording Secretary
Bahar NavabTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,368
Program Service Revenue
$107,347
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-5,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,799
Total Fundraising Expense$60,859
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$50,825$1,055$32,156$50,825
All Other Expenses$1,597-$11,915$13,512
Fees for Services Accounting-$1,945-$1,945
Office Expenses-$1,404-$1,404
Insurance-$282-$282
Total Functional Expenses$57,254$4,686$60,859$122,799
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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
Bahar Navab Officer
Title
Treasurer
Phone
6507037311
Signed
2024-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1976
Legal Domicile
CA
Voting Board Members
15
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.”

Raw XML Appendix394 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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IRS990/Form990PartVIISectionAGrp/TitleTxt04TH VP OF HOSPITALITY STAFF C
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IRS990/Form990PartVIISectionAGrp/TitleTxt35TH VP OF FUNDRAISING
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IRS990/PYProgramServiceRevenueAmt0141529
IRS990/PYRevenuesLessExpensesAmt062853
IRS990/PYTotalExpensesAmt0105694
IRS990/PYTotalRevenueAmt0168547
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-5084
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03719
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt020348
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt020348
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03719
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt020348
IRS990ScheduleA/TotalSupportAmt020353
IRS990/ScheduleBRequiredInd0false
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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0101498
IRS990/TotalAssetsEOYAmt096414
IRS990/TotalAssetsGrp/BOYAmt0101498
IRS990/TotalAssetsGrp/EOYAmt096414
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010368
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt060859
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04686
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057254
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122799
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0101498
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt096414
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057254
IRS990/TotalProgramServiceRevenueAmt0107347
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0107347
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0117715
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0101498
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt096414
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAHAR NAVAB OFFICER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06507037311
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT SCHOOL PTA
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0946173865
ReturnHeader/Filer/USAddress/AddressLine1Txt0951 DOWLING BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0SAN LEANDRO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094577
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850824876
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANCHEZ & TRUJILLO ASOCIADOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03032 MISSION STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094110
ReturnHeader/PreparerPersonGrp/PhoneNum04157570902
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTONIO SANCHEZ
ReturnHeader/ReturnTs02024-11-08T12:30:58-05:00
ReturnHeader/ReturnTypeCd0990
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 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,414
Liabilities
$0
Net assets
$96,414
Revenue
$117,715
Expenses
$122,799
Net income
-$5,084
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