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Roosevelt Elementary PTA

Tax-deductible

San Leandro, CA501(c)(3)EIN 94-6173865

Supporting education

501(c)(3) charity; gifts are tax-deductible.
49¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $6K a year · 6% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
49%
of spending
Concern: 49% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 15 voting members
Concern: none of 15 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$122K
+4% vs prior year
Spent
$116K
To programs
49%
Net assets
$98K
By yearFY2020–FY2025
Revenue
$122K
FY2025▲ +4%
Revenue by fiscal year
FY2020$106K
FY2021$16K
FY2022$18K
FY2023$169K
FY2024$118K
FY2025$122K
Expenses
$116K
FY2025▼ -5%
Expenses by fiscal year
FY2020$100K
FY2021$39K
FY2022$31K
FY2023$106K
FY2024$123K
FY2025$116K
Net assets
$98K
FY2025▲ +2%
Net assets by fiscal year
FY2020$73K
FY2021$49K
FY2022$39K
FY2023$101K
FY2024$96K
FY2025$98K

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

49 cents of each dollar spent went to programs.

Program services 49% · $57K Management & general 4% · $5K Fundraising 47% · $55K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Mahzad Hite
Executive Vice President
$0Pt VII · Sec A
Bahar Navab
Treasurer
$0Pt VII · Sec A
Virginia McManus
Financial Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Elizabeth Traugott
Parliamentarian
$0Pt VII · Sec A
Nicole Grashton
1st VP of Programs Assemblies
$0Pt VII · Sec A
$0Pt VII · Sec A
See Roosevelt Elementary PTA executive salaries →

Are you one of these people? Claim this org to confirm your role

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Roosevelt Elementary PTA is a nonprofit based in San Leandro, CA.

Provided by the organization

This section is blank until Roosevelt Elementary PTA claims this page.

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1 program service account for $57K of program spending, described in the organization's own filed words · FY2024.
01

Parent teacher activities

$57Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
The Debra Carroll and Donald Duford Family FoundationFY2024$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$122K
Ln 12
Fees for servicesLn 2g$108K
Gifts and grantsLn 1h$14K
Money outPt IX
$116K
Ln 25
Programscol B$57K
Managementcol C$5K
Fundraisingcol D$55K
Owns and owesPt X
$98K
net assets · Ln 32
Cash and savingsLn 1–2$98K
Total assetsLn 16$98K
LiabilitiesLn 26$0
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$14K
Fundraising eventsLn 1c$10K
Fees for servicesLn 2g$108K
Total revenueLn 12$122K
Assets in detailPt X, end of year
CashLn 1$98K
Cash and savings togetherLn 1–2$98K
Total assetsLn 16$98K
LiabilitiesLn 26$0
Net assetsLn 32$98K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$96K$98K
Total assetsLn 16$96K$98K
LiabilitiesLn 26$0$0
Net assetsLn 32$96K$98K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$546$546
Information technologyLn 14$391$391
InsuranceLn 23$288$288
Other expenses (24a–d)Ln 24$95K$52K$3K$40K
All other expensesLn 24e$20K$5K$15K
Total functional expensesLn 25$116K$57K$5K$55K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $122K$116K$6K$98K 990 PDF
FY2024 $118K$123K−$5K$96K 990 PDF
FY2023 $169K$106K$63K$101K 990 PDF
FY2022 $18K$31K−$13K$39K 990 PDF
FY2021 $16K$39K−$24K$49K 990 PDF
FY2020 $106K$100K$6K$73K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $122,176 across 6 lines filed
VIII-1b Membership dues$3,583
VIII-1c Fundraising events$10,292
VIII-1h Total contributions, gifts and grants$13,875
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $108,301$108,301
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $108,301$122,176
Part IX · Statement of functional expenses $116,439 across 5 lines filed
IX-11c Accounting feesManagement $546$546
IX-14 Information technologyManagement $391$391
IX-23 InsuranceManagement $288$288
IX-24 Other expenses (24a–d)Programs $51,751 · Management $3,351 · Fundraising $40,181$95,283
IX-24e All other expensesPrograms $5,270 · Fundraising $14,661$19,931
IX-25 Total functional expensesPrograms $57,021 · Management $4,576 · Fundraising $54,842$116,439
Part X · Balance sheet $98,243 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $96,414$98,243
X-16 Total assetsStart of year $96,414$98,243
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $96,414$98,243
X-32 Total net assets or fund balancesStart of year $96,414$98,243
X-33 Total liabilities and net assetsStart of year $96,414$98,243
Part XI · Reconciliation of net assets $98,243 net assets at year end
XI-1 Total revenue$122,176
XI-2 Total expenses$116,439
XI-3 Revenue less expenses$5,737
XI-4 Net assets at start of year$96,414
XI-8 Prior period adjustments−$3,908
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$98,243

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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