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ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION (EIN 20-1143084)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-11-16
IRS object ID
202113209349201736
Schema version
2019v5.0
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)
Return2021-11-16T15:53:48-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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)
PersonDENISE HIGGINSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROLA NICHOLSONPreparerPersonNm
PTINP00187905PTIN
Phone8059699662PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
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$111,689GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$83,983ContributionsGiftsGrantsEtcAmt
Program Service Revenue$16,286ProgramServiceRevenueAmt
Investment Income$35InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$11,385FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,225SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$9,160SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$109,464TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,120FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$172,164OtherExpensesTotalAmt
Total Expenses$174,284TotalExpensesAmt
Excess Or Deficit For Year-$64,820ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$413,416NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$74,650OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$273,946NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$338,953BOYAmt
EOY$273,458EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$74,463BOYAmt
EOY$488EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$413,416BOYAmt
EOY$273,946EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$413,416BOYAmt
EOY$273,946EOYAmt
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 (5 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTION$112,028
OTHER PROGRAM & CLASSROOM SUPPORT$33,139
TEACHER ACCOUNTS$7,051
GRADE LEVEL AND OTHER STUDENT PROGRAM EXPENSES$6,813
APPAREL/YEARBOOK/DIRECTRY$8,987
FieldValueIRS element (for citing)
Total Program Service Expenses$168,018TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DENISE HIGGINS
President4.00$0
BRIAN CRONK
Vice 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)
PersonDENISE HIGGINSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11990 LAGUNA STAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Phone8055632062PhoneNum
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$90,128CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$127,406CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$105,099CurrentTaxYearMinus1YearAmt
Current Tax Year$83,983CurrentTaxYearAmt
Total$533,793TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$257,367CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$265,945CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$185,298CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,184CurrentTaxYearMinus1YearAmt
Current Tax Year$27,671CurrentTaxYearAmt
Total$871,465TotalAmt

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$347,495CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$393,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$312,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$240,283CurrentTaxYearMinus1YearAmt
Current Tax Year$111,654CurrentTaxYearAmt
Total$1,405,258TotalAmt

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$1,405,258PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$487CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$378CurrentTaxYearMinus1YearAmt
Current Tax Year$35CurrentTaxYearAmt
Total$4,142TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$487CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,160CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$378CurrentTaxYearMinus1YearAmt
Current Tax Year$35CurrentTaxYearAmt
Total$4,142TotalAmt

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$347,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$393,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$315,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$240,661CurrentTaxYearMinus1YearAmt
Current Tax Year$111,689CurrentTaxYearAmt
Total$1,409,400TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99710PublicSupportCY509Pct
Public Support PY5090.99670PublicSupportPY509Pct
Investment Income CY0.00290InvestmentIncomeCYPct
Investment Income PY0.00330InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $1801
Other Expenses.1012Insurance $749
Other Expenses.1STUDENT ENRICHMENT SPECIALISTS $112028
Other Expenses.2SELF FUNDED PROGRAM EXPENSES $26173
Other Expenses.3TEACHER SUPPLIES $7051
Other Expenses.4GRADE LEVEL PRGRAM EXPENSES $6813
Other Expenses.5SCHOOL EVENTS $2930
Other Expenses.6CULTURAL ARTS $2350
Other Expenses.7TECHNOLOGY & EQUIPMENT $1868
Other Expenses.8BOARD MEETINGS $1854
Other Expenses.9HOSPITALITY $1844
Other Expenses.10PROGRAM AND ACTIVITIES EXPENSE $1589
Other Expenses.11GENERAL FUNDRAISING EXP $1536
Other Expenses.12MERCHANT SERVICE FEES $1354
Other Expenses.13EVENT SIGNAGE $1059
Other Expenses.14PROFESSIONAL DEVELOPMENT $865
Other Expenses.15MISCELLANEOUS $240
Other Expenses.16TAXES AND LICENSES $60
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $74463 Prepaid Expenses and Deferred Charges - Ending $488

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