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ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION (EIN 20-1143084)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-06
IRS object ID
202403119349202025
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-06T13:01:54-08:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760723336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Nicholson & SchwartzBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 E De La Guerra StAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201143084EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROOSEVELT ELEMENTARY EDUCATIONALBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROOSBusinessNameControlTxt
Phone8055632062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11990 LAGUNA STAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVE BALLPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2024-07-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROLA NICHOLSONPreparerPersonNm
PTINP00187905PTIN
Phone8059699662PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$194,978GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$65,891ContributionsGiftsGrantsEtcAmt
Program Service Revenue$128,637ProgramServiceRevenueAmt
Investment Income$450InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$194,978TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$63,955FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$111,270OtherExpensesTotalAmt
Total Expenses$175,225TotalExpensesAmt
Excess Or Deficit For Year$19,753ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$199,601NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$219,354NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$199,601BOYAmt
EOY$219,354EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$199,601BOYAmt
EOY$219,354EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$199,601BOYAmt
EOY$219,354EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTo support the enrichment programs of Roosevelt Elementary School, including music, art, physical education, and technology.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTION$66,258
OTHER PROGRAM & CLASSROOM SUPPORT$84,756
TEACHER ACCOUNTS$18,895
FieldValueIRS element (for citing)
Total Program Service Expenses$169,909TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVE BALL
Treasurer4.00$0
KATIE LOSTER
President4.00$0
JAMIE CERVANTES
Secretary4.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVE BALLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11990 LAGUNA STAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Phone8056373762PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,987CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,706CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,653CurrentTaxYearMinus1YearAmt
Current Tax Year$65,891CurrentTaxYearAmt
Total$281,220TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,671CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,597CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,390CurrentTaxYearMinus1YearAmt
Current Tax Year$128,637CurrentTaxYearAmt
Total$290,936TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,628CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,303CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$155,043CurrentTaxYearMinus1YearAmt
Current Tax Year$194,528CurrentTaxYearAmt
Total$572,156TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$572,156PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$423CurrentTaxYearMinus1YearAmt
Current Tax Year$450CurrentTaxYearAmt
Total$11,708TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$719CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$423CurrentTaxYearMinus1YearAmt
Current Tax Year$450CurrentTaxYearAmt
Total$11,708TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111,689CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,709CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,022CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$155,466CurrentTaxYearMinus1YearAmt
Current Tax Year$194,978CurrentTaxYearAmt
Total$583,864TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97990PublicSupportCY509Pct
Public Support PY5090.98150PublicSupportPY509Pct
Investment Income CY0.02010InvestmentIncomeCYPct
Investment Income PY0.01850InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $204
Other Expenses.1012Insurance $829
Other Expenses.1PROGRAM AND ACTIVITIES EXPENSE $37633
Other Expenses.2SELF FUNDED PROGRAM EXPENSES $24387
Other Expenses.3TEACHER SUPPLIES $18895
Other Expenses.4SCHOOL EVENTS $10666
Other Expenses.5CIMI EXPENSES $4745
Other Expenses.6ART/MUSIC/PE EXPENSES $4000
Other Expenses.7RESTRICTED FUND PROGRAMS $3318
Other Expenses.8MERCHANT SERVICE FEES $2617
Other Expenses.9MISCELLANEOUS $1206
Other Expenses.10SPECIAL EDUCATION $1048
Other Expenses.11PRINCIPALS DICRETIONARY FUND $745
Other Expenses.12READING PROGRAMS $645
Other Expenses.13BOARD MEETINGS $257
Other Expenses.14TAXES & LICENSES $75

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