Civic Intelligence

Theodore Roosevelt PTA

990 • Fiscal year 2024 • EIN 95-6220940

Jun 01, 2023 to May 31, 2024 • Filed on Sep 20, 2024

Organization ProfileNA
850 N Cordova StreetBurbank, CA 91501

(818) 588-4668

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

77th percentile

24%

Higher net margin than 77% 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

86th percentile

55%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

87th percentile

65%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$113,561

Up $40,059 (+55%) from 2023

Net Assets

Up

$113,561

Up $40,059 (+55%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$169,225

Up $66,396 (+65%) from 2023

Expenses

Down

$129,166

Down $4,458 (-3.3%) from 2023

Net Income

Up

$40,059

Up $70,854 (+230%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150K$100K$50K$0Assets 2012: $53,490Liabilities 2012: $02012Assets 2013: $55,382Liabilities 2013: $02013Assets 2014: $59,396Liabilities 2014: $02014Assets 2015: $45,889Liabilities 2015: $02015Assets 2016: $53,654Liabilities 2016: $02016Assets 2017: $50,933Liabilities 2017: $02017Assets 2018: $46,318Net Assets 2018: $46,3182018Assets 2019: $51,104Net Assets 2019: $51,1042019Assets 2020: $73,561Net Assets 2020: $73,5612020Assets 2021: $84,696Net Assets 2021: $84,6962021Assets 2022: $106,197Net Assets 2022: $106,1972022Assets 2023: $73,502Net Assets 2023: $73,5022023Assets 2024: $113,561Liabilities 2024: $0Net Assets 2024: $113,5612024Assets 2025: $120,977Liabilities 2025: $0Net Assets 2025: $120,9772025

Highlighted filing

2024

Assets$113,561
Liabilities$0
Net Assets$113,561
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KRevenue 2012: $106,584Expenses 2012: $95,969Net Income 2012: $10,6152012Revenue 2013: $88,642Expenses 2013: $86,750Net Income 2013: $1,8922013Revenue 2014: $70,141Expenses 2014: $66,283Net Income 2014: $3,8582014Revenue 2015: $47,188Expenses 2015: $61,082Net Income 2015: -$13,8942015Revenue 2016: $46,296Expenses 2016: $38,588Net Income 2016: $7,7082016Revenue 2017: $37,323Expenses 2017: $40,064Net Income 2017: -$2,7412017Revenue 2018: $38,873Expenses 2018: $43,509Net Income 2018: -$4,6362018Revenue 2019: $48,422Expenses 2019: $45,212Net Income 2019: $3,2102019Revenue 2020: $100,587Expenses 2020: $78,131Net Income 2020: $22,4562020Revenue 2021: $47,113Expenses 2021: $36,329Net Income 2021: $10,7842021Revenue 2022: $102,945Expenses 2022: $82,821Net Income 2022: $20,1242022Revenue 2023: $102,829Expenses 2023: $133,624Net Income 2023: -$30,7952023Revenue 2024: $169,225Expenses 2024: $129,166Net Income 2024: $40,0592024Revenue 2025: $174,782Expenses 2025: $167,665Net Income 2025: $7,1172025

Highlighted filing

2024

Revenue$169,225
Expenses$129,166
Net Income$40,059
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 20, 2024
Return Version
2023v5.0
Gross Receipts
$205,634
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,502$113,561▲ $40,059
Rtn Earn Endowment Incm Other Fnds$73,502$113,561▲ $40,059
Total Assets$73,502$113,561▲ $40,059
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,502$113,561▲ $40,059
Total Liabilities and Net Assets / Fund Balance$73,502$113,561▲ $40,059
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Elizabeth ShippPresident
Sussy Buckets1st Vice Pre
Alexa Brodsky2nd Vice Pre
Monica Moye3rd Vice Pre
Jen Mccreary4th Vice Pre
Has Badalian CollinsAuditor
Kate SpencerCorrespond.
Jenny GreeneFinancial Se
Natalie SamargeHistorian
Sarah HarmsParliamentar
Sarah RedmondRecording Se
Nate HashemTreasurer
Dilhara FernandoVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,049
Investment Income
$497
Other Revenue
$166,679
Change in Net Assets
$40,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$2,500--$2,500
All Other Expenses$1,376--$1,376
Total Functional Expenses$129,166$0$0$129,166
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$197,447
Fundraising Direct Expenses$36,409
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$197,447$197,447$36,409$161,038
Total Events$197,447$197,447$36,409$161,038
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
Nate Hashem
Title
Treasurer
Phone
8189706244
Signed
2024-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nate Hashem
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
20

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 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“To support the students, teachers, administration and community of roosevelt elementary school.”

Raw XML Appendix345 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/TitleTxt02ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt2AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCIAL SE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PARLIAMENTAR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt74TH VICE PRE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1TO SUPPORT THE STUDENTS, TEACHERS, ADMINISTRATION AND COMMUNITY OF ROOSEVELT ELEMENTARY SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt073502
IRS990/TotalAssetsEOYAmt0113561
IRS990/TotalAssetsGrp/BOYAmt073502
IRS990/TotalAssetsGrp/EOYAmt0113561
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0129166
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129166
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0113561
IRS990/TotalOtherProgSrvcExpenseAmt0129166
IRS990/TotalProgramServiceExpensesAmt0129166
IRS990/TotalProgramServiceRevenueAmt02049
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0169225
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073502
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0113561
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/USAddress/CityNm0BURBANK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091505
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NATE HASHEM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08189706244
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THEODORE ROOSEVELT PTA
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0956220940
ReturnHeader/Filer/PhoneNum08185884668
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 N CORDOVA STREET
ReturnHeader/Filer/USAddress/CityNm0BURBANK
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02024-09-25T15:05:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,561
Liabilities
$0
Net assets
$113,561
Revenue
$169,225
Expenses
$129,166
Net income
$40,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$1.75$1.68$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.69$1.29$0.40
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.03$1.34$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.03$0.83$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.47$0.36$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.74$1.01$0.78$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.48$0.45$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.39$0.44$0.05
2017Summary only. Only limited summary data is available for this year.$0.51$0.00$0.37$0.40$0.03
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$0.46$0.39$0.08
2015Summary only. Only limited summary data is available for this year.$0.46$0.00$0.47$0.61$0.14
2014Summary only. Only limited summary data is available for this year.$0.59$0.00$0.70$0.66$0.04
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.89$0.87$0.02
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$1.07$0.96$0.11