Civic Intelligence

Roosevelt Elementary Educational

EIN 20-1143084 • 501(c)3 • Santa Barbara, CA

Profile

To support the enrichment programs of Roosevelt Elementary School, including music, art, physical education, and technology.

1990 Laguna StSanta Barbara, CA 93101

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

57th percentile

5.6%

Higher net margin than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

62nd percentile

5.1%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

3.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$230,620

Up $11,266 (+5.1%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$230,620

Up $11,266 (+5.1%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin57th percentile

Revenue

Up

$201,555

Up $6,577 (+3.4%) from 2024

Expenses

Up

$190,289

Up $15,064 (+8.6%) from 2024

Net Income

Down

$11,266

Down $8,487 (-43%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $375,148Liabilities 2011: $0Net Assets 2011: $375,1482011Assets 2012: $399,704Liabilities 2012: $0Net Assets 2012: $399,7042012Assets 2013: $392,371Liabilities 2013: $181Net Assets 2013: $392,1902013Assets 2014: $322,160Liabilities 2014: $2,053Net Assets 2014: $320,1072014Assets 2015: $334,016Liabilities 2015: $3,500Net Assets 2015: $330,5162015Assets 2016: $344,109Liabilities 2016: $1,444Net Assets 2016: $342,6652016Assets 2017: $376,730Liabilities 2017: $626Net Assets 2017: $376,1042017Assets 2018: $385,453Liabilities 2018: $0Net Assets 2018: $385,4532018Assets 2019: $413,416Liabilities 2019: $0Net Assets 2019: $413,4162019Assets 2020: $273,946Net Assets 2020: $273,9462020Assets 2021: $254,913Liabilities 2021: $3Net Assets 2021: $254,9102021Assets 2022: $170,839Net Assets 2022: $170,8392022Assets 2023: $199,601Net Assets 2023: $199,6012023Assets 2024: $219,354Net Assets 2024: $219,3542024Assets 2025: $230,620Liabilities 2025: $0Net Assets 2025: $230,6202025

Highlighted filing

2025

Assets$230,620
Liabilities$0
Net Assets$230,620
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2011: $203,8242011Expenses 2012: $268,2122012Expenses 2013: $337,5252013Revenue 2014: $326,139Expenses 2014: $398,222Net Income 2014: -$72,0832014Revenue 2015: $313,904Expenses 2015: $303,649Net Income 2015: $10,2552015Revenue 2016: $314,622Expenses 2016: $302,473Net Income 2016: $12,1492016Revenue 2017: $373,454Expenses 2017: $340,015Net Income 2017: $33,4392017Revenue 2018: $289,141Expenses 2018: $279,792Net Income 2018: $9,3492018Revenue 2019: $223,090Expenses 2019: $195,127Net Income 2019: $27,9632019Revenue 2020: $109,464Expenses 2020: $174,284Net Income 2020: -$64,8202020Revenue 2021: $34,801Expenses 2021: $50,352Net Income 2021: -$15,5512021Revenue 2022: $86,022Expenses 2022: $161,680Net Income 2022: -$75,6582022Revenue 2023: $155,466Expenses 2023: $125,766Net Income 2023: $29,7002023Revenue 2024: $194,978Expenses 2024: $175,225Net Income 2024: $19,7532024Revenue 2025: $201,555Expenses 2025: $190,289Net Income 2025: $11,2662025

Highlighted filing

2025

Revenue$201,555
Expenses$190,289
Net Income$11,266
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$230,620
Liabilities
$0
Net assets
$230,620
Revenue
$201,555
Expenses
$190,289
Net income
$11,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$2.02$1.90$0.11
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.19$1.95$1.75$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.00$2.00$1.55$1.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.71$1.71$0.86$1.62$0.76
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.35$0.50$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.74$2.74$1.09$1.74$0.65
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$2.23$1.95$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$2.89$2.80$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.77$0.01$3.76$3.73$3.40$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.44$0.01$3.43$3.15$3.02$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.04$3.31$3.14$3.04$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.02$3.20$3.26$3.98$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$0.00$3.92$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$2.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.00$3.75$2.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$201,555
Mission and Program Overview

Mission

To support the enrichment programs of Roosevelt Elementary School, including music, art, physical education, and technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$165,082$165,577▲ $495
Cash and Non-Interest-Bearing Accounts$54,272$65,041▲ $10,769
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$219,354$230,620▲ $11,266
Other Assets Total-$2-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$140,695$153,945▲ $13,250
Net Assets With Donor Restrictions$78,659$76,675▼ $1,984
Total Net Assets Fund Balance$219,354$230,620▲ $11,266
Total Liabilities and Net Assets / Fund Balance$219,354$230,620▲ $11,266
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Katie LosterPresident
Jamie CervantesSecretary
Dave BallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$66,120
Program Service Revenue
$134,866
Investment Income
$569
Other Revenue
$0
All Other Contributions
$66,120
Change in Net Assets
$11,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,289
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$69,560--$69,560
All Other Expenses$36,725$1,038-$37,763
Other Expenses$15,699--$15,699
Fees for Services Accounting-$1,780-$1,780
Insurance-$844-$844
Total Functional Expenses$186,627$3,662$0$190,289
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“990 is reviewed by the board members prior to filing”

Form 990, Part VI, Section C, Line 18

“AVAILABLE UPON REQUEST”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Roosevelt Elementary Educational
EIN
20-1143084
Phone
8055632062
Address
1990 LAGUNA ST, SANTA BARBARA, CA 93101

Signing Officer

Name
Dave Ball
Title
Treasurer
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Ball
Formed
2004
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Nicholson & Schwartz
Address
111 E De La Guerra St, Santa Barbara, CA 93101
Preparer
Carola Nicholson
Phone
8059699662
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“ART/MUSIC/PE EXPENSES: Column (A) - Total = $7594; Column (B) - Program Services = $7594; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“BOARD MEETINGS: Column (A) - Total = $877; Column (B) - Program Services = $0; Column (C) - Management & General = $877; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MERCHANT SERVICE FEES: Column (A) - Total = $2655; Column (B) - Program Services = $2655; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MISCELLANEOUS: Column (A) - Total = $86; Column (B) - Program Services = $0; Column (C) - Management & General = $86; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PRINCIPALS DICRETIONARY FUND: Column (A) - Total = $1524; Column (B) - Program Services = $1524; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“READING PROGRAMS: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“RESTRICTED FUND PROGRAMS: Column (A) - Total = $9050; Column (B) - Program Services = $9050; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SCHOOL EVENTS: Column (A) - Total = $13402; Column (B) - Program Services = $13402; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SPECIAL EDUCATION: Column (A) - Total = $1500; Column (B) - Program Services = $1500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TAXES & LICENSES: Column (A) - Total = $75; Column (B) - Program Services = $0; Column (C) - Management & General = $75; Column (D) - Fundraising = $0”

Raw XML Appendix396 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum08056373762
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IRS990/CashNonInterestBearingGrp/EOYAmt065041
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorRestrictionNetAssetsGrp/BOYAmt078659
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt076675
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt0124722
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01780
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
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IRS990/Form990PartVIISectionAGrp/PersonNm1KATIE LOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMIE CERVANTES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0201555
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IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0844
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OtherInd0X
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IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/ProgSrvcAccomActy3Grp/Desc0TEACHER ACCOUNTS
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IRS990/PYOtherExpensesAmt0175225
IRS990/PYProgramServiceRevenueAmt0128637
IRS990/PYRevenuesLessExpensesAmt019753
IRS990/PYTotalExpensesAmt0175225
IRS990/PYTotalRevenueAmt0194978
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011266
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0134866
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0165082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0165577
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt065891
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt061653
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059706
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09987
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0263357
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0569
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0423
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0719
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010081
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012242
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0134866
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0128637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093390
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt025597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015641
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0398131
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0569
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0423
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010081
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012242
IRS990ScheduleA/InvestmentIncomeCYPct00.01820
IRS990ScheduleA/InvestmentIncomePYPct00.02010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98180
IRS990ScheduleA/PublicSupportPY509Pct00.97990
IRS990ScheduleA/PublicSupportTotal509Amt0661488
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0200986
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0194528
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0155043
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt085303
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025628
IRS990ScheduleA/Total509Grp/TotalAmt0661488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0201555
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0194978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155466
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt086022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt035709
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0673730
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ART/MUSIC/PE EXPENSES: Column (A) - Total = $7594; Column (B) - Program Services = $7594; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEETINGS: Column (A) - Total = $877; Column (B) - Program Services = $0; Column (C) - Management & General = $877; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MERCHANT SERVICE FEES: Column (A) - Total = $2655; Column (B) - Program Services = $2655; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS: Column (A) - Total = $86; Column (B) - Program Services = $0; Column (C) - Management & General = $86; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRINCIPALS DICRETIONARY FUND: Column (A) - Total = $1524; Column (B) - Program Services = $1524; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8READING PROGRAMS: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RESTRICTED FUND PROGRAMS: Column (A) - Total = $9050; Column (B) - Program Services = $9050; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SCHOOL EVENTS: Column (A) - Total = $13402; Column (B) - Program Services = $13402; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SPECIAL EDUCATION: Column (A) - Total = $1500; Column (B) - Program Services = $1500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES & LICENSES: Column (A) - Total = $75; Column (B) - Program Services = $0; Column (C) - Management & General = $75; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0219354
IRS990/TotalAssetsEOYAmt0230620
IRS990/TotalAssetsGrp/BOYAmt0219354
IRS990/TotalAssetsGrp/EOYAmt0230620
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt066120
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03662
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186627
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190289
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219354
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0230620
IRS990/TotalProgramServiceExpensesAmt0186627
IRS990/TotalProgramServiceRevenueAmt0134866
IRS990/TotalRevenueGrp/ExclusionAmt0569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0134866
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0201555
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0219354
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0230620
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01990 LAGUNA ST
IRS990/USAddress/CityNm0SANTA BARBARA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE BALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOSEVELT ELEMENTARY EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROOS
ReturnHeader/Filer/EIN0201143084
ReturnHeader/Filer/PhoneNum08055632062
ReturnHeader/Filer/USAddress/AddressLine1Txt01990 LAGUNA ST
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760723336
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicholson & Schwartz
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E De La Guerra St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059699662
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLA NICHOLSON
ReturnHeader/ReturnTs02025-11-06T18:12:59-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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