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
68th percentile
Higher net margin than 68% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
16th percentile
Faster revenue growth than 16% of similar nonprofits.
Balance Sheet
Assets
Up$84,696
Up $11,135 (+15%) from 2020
Net Assets
Up$84,696
Up $11,135 (+15%) from 2020
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$47,113
Down $53,474 (-53%) from 2020
Expenses
Down$36,329
Down $41,802 (-54%) from 2020
Net Income
Down$10,784
Down $11,672 (-52%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2020 to May 31, 2021
- Signed
- Aug 30, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $55,282
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. | - | $36,329 |
| 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 |
|---|---|---|---|---|---|
| HASMIK BADALIAN COLLINS | President | - | $0 | - | - |
| KAT OLSEN | Vice Preside | - | $0 | - | - |
| SHANNON LOFFREDO | Treasurer | - | $0 | - | - |
| COREEN PETRELLA | Financial Se | - | $0 | - | - |
| TOBY BLACK | Auditor | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Theodore Roosevelt Pta
- EIN
- 95-6220940
- Phone
- 8185884668
- Address
- 850 N CORDOVA STREET, BURBANK, CA 91501
Signing Officer
- Name
- Shannon Loffredo
- Title
- Treasurer
- Phone
- 8189706244
- Signed
- 2021-08-30
- 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
“Family giving 21,488 matching income 8,292 dine out income 3,418 grocery store rewards 2,642 yearbook income 1,776 amazon smile 1,254 fun run 490 othe dues income 390 box tops 143 direct donations 44 valentines day 16 total 39,953”
Form 990-ez, Part I, Line 16
“Expenses administrations 6,953 student activities 25,072 library books/supplies 3,285 other expenses 95 dues expense other 924 total 36,329”
Form 990-ez, Part I, Line 20
“Prior period adjustment 351”
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 Appendix152 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | HASMIK BADALIAN COLLINS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | KAT OLSEN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | SHANNON LOFFREDO |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | COREEN PETRELLA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | TOBY BLACK |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | SHANNON LOFFREDO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8185884668 |
| 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 | 73561 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 84696 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 10784 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 73561 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84696 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 13915 |
| IRS990EZ/GrossReceiptsAmt | 0 | 55282 |
| IRS990EZ/GroupExemptionNum | 0 | 0646 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1234 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 180 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 73561 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 84696 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 73561 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 84696 |
| 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 | HASMIK BADALIAN COLLINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KAT OLSEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SHANNON LOFFREDO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | COREEN PETRELLA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TOBY BLACK |
| 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 | 351 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 36329 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 39953 |
| 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 | 36329 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 8169 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 5746 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 36329 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36329 |
| IRS990EZ/TotalRevenueAmt | 0 | 47113 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NA |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 55282 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 174384 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 72270 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 58940 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 59962 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 420838 |
| 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 | 420838 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 55282 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 174384 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 72270 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 58940 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 59962 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 420838 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 55282 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 174384 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 72270 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 58940 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 59962 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 420838 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FAMILY GIVING 21,488 MATCHING INCOME 8,292 DINE OUT INCOME 3,418 GROCERY STORE REWARDS 2,642 YEARBOOK INCOME 1,776 AMAZON SMILE 1,254 FUN RUN 490 OTHE DUES INCOME 390 BOX TOPS 143 DIRECT DONATIONS 44 VALENTINES DAY 16 TOTAL 39,953 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADMINISTRATIONS 6,953 STUDENT ACTIVITIES 25,072 LIBRARY BOOKS/SUPPLIES 3,285 OTHER EXPENSES 95 DUES EXPENSE OTHER 924 TOTAL 36,329 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PRIOR PERIOD ADJUSTMENT 351 |
| 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 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SHANNON LOFFREDO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8189706244 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-08-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THEODORE ROOSEVELT PTA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | THEO |
| ReturnHeader/Filer/EIN | 0 | 956220940 |
| ReturnHeader/Filer/PhoneNum | 0 | 8185884668 |
| 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/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 | 2021-08-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM A HOLT EA |
| ReturnHeader/ReturnTs | 0 | 2021-09-08T15:01:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | SHANNON |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LOFFREDO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-05-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $84,696
- Liabilities
- -
- Net assets
- $84,696
- Revenue
- $47,113
- Expenses
- $36,329
- Net income
- $10,784