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
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Down$46,318
Down $4,615 (-9.1%) from 2017
Net Assets
$46,318
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$38,873
Up $1,550 (+4.2%) from 2017
Expenses
Up$43,509
Up $3,445 (+8.6%) from 2017
Net Income
Down-$4,636
Down $1,895 (-69%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2017 to May 31, 2018
- Signed
- Aug 18, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $58,940
Mission and Program Overview
Mission
To promote the welfare of children and youth in the home, school and community and place of worship. To raise the standard of home life. To secure adequate laws for the care and protection of children and youth. To foster a closer relationship between home and school.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO SUPPORT THE STUDENTS, TEACHERS, ADMINISTRATION AND COMMUNITY OF ROOSEVELT ELEMENTARY SCHOOL. | - | $43,509 |
| TO SUPPORT THE STUDENTS, TEACHERS, ADMINISTRATION AND COMMUNITY OF ROOSEVELT ELEMENTARY SCHOOL. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHELLE MEANS | President | - | $0 | - | - |
| NICOLE KVARDA | Vice Preside | - | $0 | - | - |
| KRISTIE SMITH | Treasurer | - | $0 | - | - |
| SARAH REDMOND | Financial Se | - | $0 | - | - |
| BRADY GRIFFIN | Auditor | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fundraising | $54,438 | $54,438 | $20,067 | $34,371 |
| Total Events | $54,438 | $54,438 | $20,067 | $34,371 |
Filing and Contact Details
Filer
- Filer Name
- Theodore Roosevelt Pta
- EIN
- 95-6220940
- Phone
- 8189706244
- Address
- 850 N CORDOVA STREET, BURBANK, CA 91501
Signing Officer
- Name
- Kristie Smith
- Title
- Treasurer
- Phone
- 8189706244
- Signed
- 2018-08-18
- Discuss with paid preparer
- Yes
Preparer
- Firm
- A J Holt Inc
- Address
- 4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
- Preparer
- William a Holt Ea
- Phone
- 8188454228
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other income 2,085 direct donations 622 garden club 357 harry potter night 214 amazon smile 190 picnic income 185 total 3,653”
Form 990-ez, Part I, Line 16
“Expenses membership dues 2,123 organization expenses 11,462 student activities 26,593 welfare 250 education 3,000 printing 81 total 43,509”
Form 990-ez, Part I, Line 20
“ADUSTMENT TO EQUITY 21”
Form 990-ez, Part III
“To promote the welfare of children and youth in the home, school and community and place of worship. To raise the standard of home life. To secure adequate laws for the care and protection of children and youth. To foster a closer relationship between home and school.”
Form 990-ez, Part III, Line 31
“To support the students, teachers, administration and community of roosevelt elementary school.”
Raw XML Appendix161 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SARAH REDMOND |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8185584668 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 850 N CORDOVA ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BURBANK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91505 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 50933 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 46318 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -4636 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 50933 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 46318 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 54438 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58940 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 21 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 828 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 50933 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 46318 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 50933 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 46318 |
| 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/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHELLE MEANS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NICOLE KVARDA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KRISTIE SMITH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | SARAH REDMOND |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BRADY GRIFFIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | FINANCIAL SE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | AUDITOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 21 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 43509 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3653 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL AND COMMUNITY AND PLACE OF WORSHIP. TO RAISE THE STANDARD OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO FOSTER A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO SUPPORT THE STUDENTS, TEACHERS, ADMINISTRATION AND COMMUNITY OF ROOSEVELT ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | TO SUPPORT THE STUDENTS, TEACHERS, ADMINISTRATION AND COMMUNITY OF ROOSEVELT ELEMENTARY SCHOOL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 43509 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 20067 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 34371 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 43509 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 43509 |
| IRS990EZ/TotalRevenueAmt | 0 | 38873 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NA |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 58940 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 59962 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 65343 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 69804 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 94259 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 348308 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 348308 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 58940 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 59962 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 65343 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 69804 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 94259 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 348308 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 58940 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 59962 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 65343 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 69804 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 94259 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 348308 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 20067 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | FUNDRAISING |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 54438 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 54438 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 54438 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 54438 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 34371 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 20067 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 20067 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER INCOME 2,085 DIRECT DONATIONS 622 GARDEN CLUB 357 HARRY POTTER NIGHT 214 AMAZON SMILE 190 PICNIC INCOME 185 TOTAL 3,653 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES MEMBERSHIP DUES 2,123 ORGANIZATION EXPENSES 11,462 STUDENT ACTIVITIES 26,593 WELFARE 250 EDUCATION 3,000 PRINTING 81 TOTAL 43,509 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ADUSTMENT TO EQUITY 21 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO PROMOTE THE WELFARE OF CHILDREN AND YOUTH IN THE HOME, SCHOOL AND COMMUNITY AND PLACE OF WORSHIP. TO RAISE THE STANDARD OF HOME LIFE. TO SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF CHILDREN AND YOUTH. TO FOSTER A CLOSER RELATIONSHIP BETWEEN HOME AND SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TO SUPPORT THE STUDENTS, TEACHERS, ADMINISTRATION AND COMMUNITY OF ROOSEVELT ELEMENTARY SCHOOL. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KRISTIE SMITH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8189706244 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THEODORE ROOSEVELT PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | THEO |
| ReturnHeader/Filer/EIN | 0 | 956220940 |
| ReturnHeader/Filer/PhoneNum | 0 | 8189706244 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 850 N CORDOVA STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BURBANK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91501 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 50E84DDC2D2D3CA5347CD9D69C9F83F5493F1E01 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 16763D6BAD47A0E77A9BC794F0B79DDEA82D70AF |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 71.9.84.157 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-08-22 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 16:05:25 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954112352 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | A J HOLT INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4209 W MAGNOLIA BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BURBANK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 915052726 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8188454228 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-08-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM A HOLT EA |
| ReturnHeader/ReturnTs | 0 | 2018-08-22T14:05:25-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-05-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $46,318
- Liabilities
- -
- Net assets
- $46,318
- Revenue
- $38,873
- Expenses
- $43,509
- Net income
- -$4,636