Nonprofit · EIN 91-1109492
ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65
Tax-exempt (reinstated) · BELLINGHAM, WA 98226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $44,349 | $32,240 | $12,109 | $62,136 | $0 | $62,136 |
| June 30, 2024 | 990-EZ (amended) | $27,948 | $28,410 | -$462 | $62,395 | $0 | $62,395 |
| June 30, 2023 | 990-EZ | $21,485 | $13,751 | $7,734 | $63,890 | – | $63,890 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,674
- Membership dues
- $2,098
- Program service revenue
- $0
- Investment income
- $489
- Net income from fundraising events
- $4,027
- Net income from sales of inventory
- $835
- Other revenue
- $11,226
Expenses
- Grants and similar amounts paid
- $11,407
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $7,979
- Occupancy
- $54
- Printing, publications and postage
- $20
- Other expenses
- $12,780
- Program services (functional)
- $17,208
Balance sheet and other
- Total assets, start of year
- $50,027
- Total assets, end of year
- $62,136
- Total liabilities, end of year
- $0
- Net assets, end of year
- $62,136
- Cash, savings and investments
- $62,136
- Gross receipts
- $46,672
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Emma Anderson | President | 4 | $0 |
| Tracy Caruso | Vice President | 4 | $0 |
| Kimberly Power | Treasurer | 4 | $0 |
| Ashley Priest | Secretary | 4 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tracy Caruso | President | 4 | $0 |
| Rosalio Mata-Rodriguez | Vice President | 4 | $0 |
| Kimberly Power | Treasurer | 4 | $0 |
| Ashley Priest | Secretary | 4 | $0 |
990-EZ for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tracy Caruso | President | 4 | $0 |
| Kimberly Power | Vice President | 4 | $0 |
| Ashley Priest | Treasurer | 4 | $0 |
| Rosalio Mata-Rodriguez | Secretary | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2900 YEW ST, BELLINGHAM, WA 98226-6127
- In care of
- % EMMA ANDERSON
- Mailing address (990-N for 2014)
- 2900 Pew St, Bellingham WA 98226
- Principal officer (990-N for 2014)
- Tracy Imbach, 2900 Yew Street, Bellingham WA 98226
- Signed the 990-EZ
- David Sadowsky, Treasurer
Mission
PTA, supporting Roosevelt Elementary School in Bellingham, WA
Program accomplishments
- After School EnrichmentExpenses $7,979
- Family EventsExpenses $5,154
- School Support (Field Trips, Staff Start up)Expenses $4,075
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 91-1109492
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B94)
- Assets (IRS master file)
- $62,136
- Income (IRS master file)
- $46,672
Revocation and reinstatement
- Exemption revoked
- November 15, 2023
- Posted by the IRS
- March 11, 2024
- Reinstated
- Effective November 15, 2023
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $44,349 | $32,240 | $62,136 | XML |
| 990-EZ | June 2024 | $27,948 | $28,410 | $62,395 | XML |
| 990-EZ | June 2023 | $21,485 | $13,751 | $63,890 | IRS |
| 990-N for 2014 Officer: Tracy Imbach | June 30, 2015 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1109492).
Questions about ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65
- What is the EIN of ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65?
- The employer identification number (EIN) of ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 is 91-1109492.
- Is ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2023 and reinstated it effective November 15, 2023.
- Are donations to ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65?
- The 990-N for 2014 names Tracy Imbach.
- Who are the officers and directors of ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65?
- The 990-EZ for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROOSEVELT PTA BELLINGHAM COUNCIL 8 3 65 have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $44,349, expenses of $32,240 and total assets of $62,136 at year end.
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