Civic Intelligence

Roosevelt Elementary Educational Foundation

990 • Fiscal year 2019 • EIN 20-1143084

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

Organization ProfileN/A
1990 Laguna StSanta Barbara, CA 93101

(805) 563-2062

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$413,416

Up $27,963 (+7.3%) from 2018

Net Assets

Up

$413,416

Up $27,963 (+7.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin67th percentile

Revenue

Down

$223,090

Down $66,051 (-23%) from 2018

Expenses

Down

$195,127

Down $84,665 (-30%) from 2018

Net Income

Up

$27,963

Up $18,614 (+199%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$413,416
Liabilities$0
Net Assets$413,416
Open 2019 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$223,090
Expenses$195,127
Net Income$27,963
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$239,729
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$220,390$220,647▲ $257
Cash and Non-Interest-Bearing Accounts$85,304$113,008▲ $27,704
Prepaid Expenses and Deferred Charges$74,462$74,463▲ $1
Pledges and Grants Receivable$1$0▼ $1
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Total Assets$385,453$413,416▲ $27,963
Other Assets Total$5,296$5,298▲ $2
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$290,137$318,334▲ $28,197
Temporarily Rstr Net Assets$95,316$95,082▼ $234
Total Net Assets Fund Balance$385,453$413,416▲ $27,963
Total Liabilities and Net Assets / Fund Balance$385,453$413,416▲ $27,963
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kristin StoryPresident
Dawn FitzgeraldVice President
Jared GreenSecretary
Denise HigginsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,537
Program Service Revenue
$29,147
Investment Income
$378
Other Revenue
$90,028
All Other Contributions
$103,537
Change in Net Assets
$27,963
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,127
Total Fundraising Expense$6,475
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$16,844$2,720-$19,564
Other Expenses$17,735-$6,475$6,475
Office Expenses-$1,674-$1,674
Insurance-$739-$739
Total Functional Expenses$183,519$5,133$6,475$195,127
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$106,667
Fundraising Direct Expenses$16,639
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog a Thon$93,582$93,582$11,761$81,821
Poker Night$13,085$13,085$4,878$8,207
Total Events$106,667$106,667$16,639$90,028
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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Kristin Story
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
CA
Voting Board Members
4
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 III, Line 4D: Other Program Services Description

“Other program services 4: teacher accounts other program services 5: grade level and other student program expenses”

Form 990, Part IX, Line 24E: Other Expenses

“BANK FEES: Column (A) - Total = $175; Column (B) - Program Services = $175; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“BOARD MEETINGS: Column (A) - Total = $2413; Column (B) - Program Services = $2413; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

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

Form 990, Part IX, Line 24E: Other Expenses

“GRADE LEVEL PRGRAM EXPENSES: Column (A) - Total = $5450; Column (B) - Program Services = $5450; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“HOSPITALITY: Column (A) - Total = $1666; Column (B) - Program Services = $1666; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MERCHANT SERVICE FEES: Column (A) - Total = $2720; Column (B) - Program Services = $0; Column (C) - Management & General = $2720; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PROFESSIONAL DEVELOPMENT: Column (A) - Total = $5290; Column (B) - Program Services = $5290; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TAXES AND LICENSES: Column (A) - Total = $1850; Column (B) - Program Services = $1850; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 425 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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0525435
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03160
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt082
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0487
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01143
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05250
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0185298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0265945
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0257367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0214795
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01058589
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0378
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IRS990ScheduleA/InvestmentIncomeCYPct00.00330
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0347495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0290420
IRS990ScheduleA/Total509Grp/TotalAmt01584024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0240661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0315635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0393433
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0347982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0291563
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01589274
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0POKER NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt093582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0106667
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt093582
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt013085
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0106667
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt090028
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04878
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: TEACHER ACCOUNTS OTHER PROGRAM SERVICES 5: GRADE LEVEL AND OTHER STUDENT PROGRAM EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES: Column (A) - Total = $175; Column (B) - Program Services = $175; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEETINGS: Column (A) - Total = $2413; Column (B) - Program Services = $2413; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CULTURAL ARTS PROGRAM: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRADE LEVEL PRGRAM EXPENSES: Column (A) - Total = $5450; Column (B) - Program Services = $5450; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HOSPITALITY: Column (A) - Total = $1666; Column (B) - Program Services = $1666; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MERCHANT SERVICE FEES: Column (A) - Total = $2720; Column (B) - Program Services = $0; Column (C) - Management & General = $2720; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROFESSIONAL DEVELOPMENT: Column (A) - Total = $5290; Column (B) - Program Services = $5290; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TAXES AND LICENSES: Column (A) - Total = $1850; Column (B) - Program Services = $1850; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
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IRS990/TotalContributionsAmt0103537
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05133
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0195127
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalOtherProgSrvcExpenseAmt016346
IRS990/TotalProgramServiceExpensesAmt0183519
IRS990/TotalProgramServiceRevenueAmt029147
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0223090
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0385453
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413416
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IRS990/USAddress/CityNm0SANTA BARBARA
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,416
Liabilities
$0
Net assets
$413,416
Revenue
$223,090
Expenses
$195,127
Net income
$27,963
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