Liabilities / Assets
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Roosevelt Elementary Educational Foundation
990 • Fiscal year 2025 • EIN 20-1143084
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
63rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
55th percentile
Higher net margin than 55% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Balance Sheet
Assets
Up$230,620
Up $11,266 (+5.1%) from 2024
Net Assets
Up$230,620
Up $11,266 (+5.1%) from 2024
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
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
Historical Trend
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
| Line | Beginning | End | Change |
|---|---|---|---|
| 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
Board Members and Trustees
| Name | Title |
|---|---|
| Katie Loster | President |
| Jamie Cervantes | Secretary |
| Dave Ball | Treasurer |
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 Item | Amount |
|---|---|
| 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 Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 Item | Amount |
|---|---|
| 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 Item | Beginning | End | Change |
|---|---|---|---|
| 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.
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 65891 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 61653 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 59706 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 9987 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 263357 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 569 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 450 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 423 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 719 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 10081 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 12242 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 134866 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 128637 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 93390 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 25597 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 15641 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 398131 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 569 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 450 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 423 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 719 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 10081 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 12242 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.01820 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.02010 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.98180 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.97990 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 661488 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 200986 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 194528 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 155043 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 85303 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 25628 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 661488 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 201555 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 194978 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 155466 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 86022 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 35709 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 673730 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 990 IS REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | No documents available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ART/MUSIC/PE EXPENSES: Column (A) - Total = $7594; Column (B) - Program Services = $7594; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | BOARD MEETINGS: Column (A) - Total = $877; Column (B) - Program Services = $0; Column (C) - Management & General = $877; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | MERCHANT SERVICE FEES: Column (A) - Total = $2655; Column (B) - Program Services = $2655; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | MISCELLANEOUS: Column (A) - Total = $86; Column (B) - Program Services = $0; Column (C) - Management & General = $86; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | PRINCIPALS DICRETIONARY FUND: Column (A) - Total = $1524; Column (B) - Program Services = $1524; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | READING PROGRAMS: Column (A) - Total = $1000; Column (B) - Program Services = $1000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | RESTRICTED FUND PROGRAMS: Column (A) - Total = $9050; Column (B) - Program Services = $9050; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | SCHOOL EVENTS: Column (A) - Total = $13402; Column (B) - Program Services = $13402; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | SPECIAL EDUCATION: Column (A) - Total = $1500; Column (B) - Program Services = $1500; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | TAXES & LICENSES: Column (A) - Total = $75; Column (B) - Program Services = $0; Column (C) - Management & General = $75; Column (D) - Fundraising = $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section C, Line 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990, Part IX, Line 24e |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Form 990, Part IX, Line 24e |
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| IRS990/SignificantChangeInd | 0 | false |
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| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
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| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 219354 |
| IRS990/TotalAssetsEOYAmt | 0 | 230620 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 219354 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 230620 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 66120 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 3662 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 186627 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 190289 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 219354 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 230620 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 186627 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 134866 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 569 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 134866 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 201555 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 219354 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 230620 |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1990 LAGUNA ST |
| IRS990/USAddress/CityNm | 0 | SANTA BARBARA |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 93101 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 3 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVE BALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-04 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROOSEVELT ELEMENTARY EDUCATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROOS |
| ReturnHeader/Filer/EIN | 0 | 201143084 |
| ReturnHeader/Filer/PhoneNum | 0 | 8055632062 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1990 LAGUNA ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 760723336 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Nicholson & Schwartz |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 111 E De La Guerra St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Santa Barbara |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059699662 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CAROLA NICHOLSON |
| ReturnHeader/ReturnTs | 0 | 2025-11-06T18:12:59-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $230,620
- Liabilities
- $0
- Net assets
- $230,620
- Revenue
- $201,555
- Expenses
- $190,289
- Net income
- $11,266