ROOSEVELT HIGH SCHOOL P T S A 6-15-500: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ROOSEVELT HIGH SCHOOL P T S A 6-15-500 (EIN 91-1237790)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2021-11-03
IRS object ID: 202103089349200710
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-EZ
Schedule A
Schedule B
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-03T17:51:22-07:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	911237790	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROOSEVELT HIGH SCHOOL P T S A 6-15-500	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROOS	BusinessNameControlTxt
Phone	2066019923	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15 Oregon Avenue Suite 202	AddressLine1Txt
City	Tacoma	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98409	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Christi Nagle	PersonNm
Person Title	PTSA Treasurer	PersonTitleTxt
Phone	2066019923	PhoneNum
Signature	2021-11-03	SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
OOB Security Verification	11	OOBSecurityVerificationCd
Last Submission Rqr OOB	0	LastSubmissionRqrOOBCd
Authentication Assurance Level	AAL2	AuthenticationAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Website Address	roosevelthsptsa.com	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$52,239	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$52,236	ContributionsGiftsGrantsEtcAmt
Program Service Revenue	$0	ProgramServiceRevenueAmt
Membership Dues	$0	MembershipDuesAmt
Investment Income	$1	InvestmentIncomeAmt
Sale Of Assets Gross	$0	SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale	$0	CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets	$0	GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income	$0	GamingGrossIncomeAmt
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Special Events Direct Expenses	$0	SpecialEventsDirectExpensesAmt
Special Events Net Income Loss	$0	SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry	$0	GrossProfitLossSlsOfInvntryAmt
Other Revenue Total	$2	OtherRevenueTotalAmt
Total Revenue	$52,239	TotalRevenueAmt
Grants And Similar Amounts Paid	$28,150	GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members	$0	BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft	$0	SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct	$0	FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint	$0	OccupancyRentUtltsAndMaintAmt
Printing Publications Postage	$0	PrintingPublicationsPostageAmt
Other Expenses Total	$13,264	OtherExpensesTotalAmt
Total Expenses	$41,414	TotalExpensesAmt
Excess Or Deficit For Year	$10,825	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$53,036	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	-$175	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$63,686	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$53,036	BOYAmt
EOY	$63,686	EOYAmt

Land And Buildings LandAndBuildingsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,036	BOYAmt
EOY	$63,686	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$53,036	BOYAmt
EOY	$63,686	EOYAmt

Field	Value	IRS element (for citing)
Primary Exempt Purpose	To support the education welfare of all children.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxt	Grants And AllocationsGrantsAndAllocationsAmt	Program Service ExpensesProgramServiceExpensesAmt
Student Support Enrichment Education Packs for Teens. Food support for student families in need.	$24,707	$24,707
Parent Involvement Education. Race, Equity Council startup assistance.	$5,200	$5,200
Community Volunteer Involvement and Recognition. Staff appreciation. PTA awards.	$1,747	$1,747

Field	Value	IRS element (for citing)
Total Program Service Expenses	$31,654	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Kathy Gerke
President	5	$0	$0	$0
Christi Nagle
Treasurer	5	$0	$0	$0
Meta Godsell
Secretary	5	$0	$0	$0

Field	Value	IRS element (for citing)
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	0	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	0	OrganizationHadUBIInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend	$0	DirectIndirectPltclExpendAmt
Form1120 Pol Filed	0	Form1120PolFiledInd
Made Loans To From Officers	0	MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911	$0	TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912	$0	TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955	$0	TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr	$0	TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization	$0	TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Christi Nagle	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	211 NE 65th Street	AddressLine1Txt
Address Line2	w/o Roosevelt High School	AddressLine2Txt
City	Seattle	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98115	ZIPCd

Field	Value	IRS element (for citing)
Phone	2066019923	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	0	ForeignFinancialAccountInd
Foreign Office	0	ForeignOfficeInd
Donor Advised Fnds	0	DonorAdvisedFndsInd
Operate Hospital	0	OperateHospitalInd
Tanning Services Provided	0	TanningServicesProvidedInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
School Operating	0	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (1)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$33,539	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$42,552	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$22,688	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,577	CurrentTaxYearMinus1YearAmt
Current Tax Year	$52,236	CurrentTaxYearAmt
Total	$182,592	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$19,940	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$20,008	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,632	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$64,580	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$53,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,560	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,320	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,577	CurrentTaxYearMinus1YearAmt
Current Tax Year	$52,236	CurrentTaxYearAmt
Total	$247,172	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$247,172	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$22	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1	CurrentTaxYearAmt
Total	$31	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$22	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1	CurrentTaxYearAmt
Total	$31	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$53,479	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$62,560	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,342	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$31,585	CurrentTaxYearMinus1YearAmt
Current Tax Year	$52,237	CurrentTaxYearAmt
Total	$247,203	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99987	PublicSupportCY509Pct
Public Support PY509	0.999	PublicSupportPY509Pct
Investment Income CY	0.00013	InvestmentIncomeCYPct
Investment Income PY	0.0001	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990-EZ, Part I, Line 8	Other revenue. bank refund of $2 wire fee.
Form 990-EZ, Part I, Line 10	Grants and similar amounts paid: PTA Membership dues to WA State PTA and Seattle Council PTSA = $3,443 Packs for Teens expenses: $24,707
Form 990-EZ, Part I, Line 16	Race and Equity Council startup assistance = $5,200 Insurance, Volunteer recognition, Licenses, Staff Appreciation and ADvocacy support. Class Funds expenses = $5,425.
Form 990-EZ, Part I, Line 20	Subtract ($175). Correction to reflect correct end of FY2020 net assets. I am 100% certain that End of Year FY2020 (June 30, 2020) total assets = $63,686. Bank statements and MoneyMinder reports both match that amount. Given Treasurer personnel turnover, it makes more sense to adjust/correct here than try to figure out where previous error might be.