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ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION (EIN 20-1143084)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-09-16
IRS object ID
202232599349201018
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-16T15:39:29-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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)
PersonALIZA NIZETPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2022-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALIZAPersonFirstNm
Person LastNIZETPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROLA NICHOLSONPreparerPersonNm
PTINP00187905PTIN
Phone8059699662PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$86,022GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$59,706ContributionsGiftsGrantsEtcAmt
Program Service Revenue$25,597ProgramServiceRevenueAmt
Investment Income$719InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$86,022TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$64,475FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$97,205OtherExpensesTotalAmt
Total Expenses$161,680TotalExpensesAmt
Excess Or Deficit For Year-$75,658ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$254,910NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$8,413OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$170,839NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$253,515BOYAmt
EOY$169,928EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,398BOYAmt
EOY$911EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$254,913BOYAmt
EOY$170,839EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$254,910BOYAmt
EOY$170,839EOYAmt
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 (4 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTION$60,909
OTHER PROGRAM & CLASSROOM SUPPORT$67,133
TEACHER ACCOUNTS$10,806
GRADE LEVEL AND OTHER STUDENT PROGRAM EXPENSES$15,991
FieldValueIRS element (for citing)
Total Program Service Expenses$154,839TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALIZA NIZET
Treasurer4.00$0
DENISE HIGGINS
Director4.00$0
BRIAN CRONK
President4.00$0
HOLLY BLACKWELL KUYPER
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)
PersonALIZA NIZETPersonNm

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$127,177CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$105,099CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,983CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,987CurrentTaxYearMinus1YearAmt
Current Tax Year$59,706CurrentTaxYearAmt
Total$385,952TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$185,298CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$135,184CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,641CurrentTaxYearMinus1YearAmt
Current Tax Year$25,597CurrentTaxYearAmt
Total$389,391TotalAmt

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$312,475CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$240,283CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$111,654CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,628CurrentTaxYearMinus1YearAmt
Current Tax Year$85,303CurrentTaxYearAmt
Total$775,343TotalAmt

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$775,343PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,081CurrentTaxYearMinus1YearAmt
Current Tax Year$719CurrentTaxYearAmt
Total$14,373TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$378CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,081CurrentTaxYearMinus1YearAmt
Current Tax Year$719CurrentTaxYearAmt
Total$14,373TotalAmt

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$315,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$240,661CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$111,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,709CurrentTaxYearMinus1YearAmt
Current Tax Year$86,022CurrentTaxYearAmt
Total$789,716TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98180PublicSupportCY509Pct
Public Support PY5090.98750PublicSupportPY509Pct
Investment Income CY0.01820InvestmentIncomeCYPct
Investment Income PY0.01250InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $161
Other Expenses.1012Insurance $769
Other Expenses.1PROFESSIONAL DEVELOPMENT $20770
Other Expenses.2PROGRAM AND ACTIVITIES EXPENSE $19712
Other Expenses.3GRADE LEVEL PRGRAM EXPENSES $15991
Other Expenses.4TEACHER SUPPLIES $10806
Other Expenses.5SELF FUNDED PROGRAM EXPENSES $9574
Other Expenses.6SCHOOL EVENTS $7080
Other Expenses.7PRINCIPALS DICRETIONARY FUND $3676
Other Expenses.8ART/MUSIC/PE EXPENSES $3403
Other Expenses.9CIMI EXPENSES $1270
Other Expenses.10MERCHANT SERVICE FEES $876
Other Expenses.11SPECIAL EDUCATION $876
Other Expenses.12CULTURAL ARTS $772
Other Expenses.13BOARD MEETINGS $769
Other Expenses.14HOSPITALITY $670
Other Expenses.15MISCELLANEOUS $30
Other Assets.1005Accounts Receivable - Beginning $910 Accounts Receivable - Ending $0
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $488 Prepaid Expenses and Deferred Charges - Ending $911
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $3 Accounts Payable and Accrued Expenses - Ending $0

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