BETA

ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION (EIN 20-1143084)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-12-01
IRS object ID
202133359349200713
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-01T11:17:22-08:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-11-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENISEPersonFirstNm
Person LastHIGGINSPersonLastNm
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)
Tax2020TaxYr
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$35,709GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$9,987ContributionsGiftsGrantsEtcAmt
Investment Income$10,081InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$15,641FundraisingGrossIncomeAmt
Special Events Direct Expenses$908SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$14,733SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$34,801TotalRevenueAmt
Other Expenses Total$50,352OtherExpensesTotalAmt
Total Expenses$50,352TotalExpensesAmt
Excess Or Deficit For Year-$15,551ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$273,946NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$3,485OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$254,910NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$273,458BOYAmt
EOY$253,515EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$488BOYAmt
EOY$1,398EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$273,946BOYAmt
EOY$254,913EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$3EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$273,946BOYAmt
EOY$254,910EOYAmt
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
OTHER PROGRAM & CLASSROOM SUPPORT$24,490
TEACHER ACCOUNTS$9,231
GRADE LEVEL AND OTHER STUDENT PROGRAM EXPENSES$3,943
APPAREL/YEARBOOK/DIRECTRY$11,799
FieldValueIRS element (for citing)
Total Program Service Expenses$49,463TotalProgramServiceExpensesAmt

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$127,406CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$127,177CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$105,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,983CurrentTaxYearMinus1YearAmt
Current Tax Year$9,987CurrentTaxYearAmt
Total$453,652TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$265,945CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$185,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,184CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,671CurrentTaxYearMinus1YearAmt
Current Tax Year$15,641CurrentTaxYearAmt
Total$629,739TotalAmt

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$393,351CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$312,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$240,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111,654CurrentTaxYearMinus1YearAmt
Current Tax Year$25,628CurrentTaxYearAmt
Total$1,083,391TotalAmt

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$1,083,391PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$378CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35CurrentTaxYearMinus1YearAmt
Current Tax Year$10,081CurrentTaxYearAmt
Total$13,736TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$378CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35CurrentTaxYearMinus1YearAmt
Current Tax Year$10,081CurrentTaxYearAmt
Total$13,736TotalAmt

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$393,433CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$315,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$240,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$111,689CurrentTaxYearMinus1YearAmt
Current Tax Year$35,709CurrentTaxYearAmt
Total$1,097,127TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98750PublicSupportCY509Pct
Public Support PY5090.99710PublicSupportPY509Pct
Investment Income CY0.01250InvestmentIncomeCYPct
Investment Income PY0.00290InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BOOK FAIR / READ A THONEvent1Nm
Gross Receipts Event1$15,641GrossReceiptsEvent1Amt
Gross Revenue Event1$15,641GrossRevenueEvent1Amt
Other Direct Expenses Event1$908OtherDirectExpensesEvent1Amt
Gross Receipts Total$15,641GrossReceiptsTotalAmt
Gross Revenue Total Events$15,641GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$908OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$908DirectExpenseSummaryEventsAmt
Net Income Summary$14,733NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1002Office Expenses $120
Other Expenses.1012Insurance $749
Other Expenses.1SELF FUNDED PROGRAM EXPENSES $11799
Other Expenses.2CULTURAL ARTS $10700
Other Expenses.3TEACHER SUPPLIES $9261
Other Expenses.4PRINCIPALS DICRETIONARY FUND $5064
Other Expenses.5SCHOOL EVENTS $4235
Other Expenses.6GRADE LEVEL PRGRAM EXPENSES $3943
Other Expenses.7PROGRAM AND ACTIVITIES EXPENSE $2238
Other Expenses.8BOARD MEETINGS $1050
Other Expenses.9MERCHANT SERVICE FEES $463
Other Expenses.10HOSPITALITY $428
Other Expenses.11LIBRARY EXPENSES $282
Other Expenses.12MISCELLANEOUS $20
Other Assets.1005Accounts Receivable - Beginning $0 Accounts Receivable - Ending $910
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $488 Prepaid Expenses and Deferred Charges - Ending $488
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.