Civic Intelligence

Roosevelt Elementary Educational Foundation

990EZ • Fiscal year 2021 • EIN 20-1143084

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 18, 2021

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

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

29th percentile

-6.9%

Faster asset growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-68%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$254,913

Down $19,033 (-6.9%) from 2020

Net Assets

Down

$254,910

Down $19,036 (-6.9%) from 2020

Liabilities

$3

No earlier filing loaded for comparison.

Revenue

Down

$34,801

Down $74,663 (-68%) from 2020

Expenses

Down

$50,352

Down $123,932 (-71%) from 2020

Net Income

Up

-$15,551

Up $49,269 (+76%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$254,913
Liabilities$3
Net Assets$254,910

Operations Trend

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

2021

Revenue$34,801
Expenses$50,352
Net Income-$15,551
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 18, 2021
Return Version
2020v4.0
Gross Receipts
$35,709
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
OTHER PROGRAM & CLASSROOM SUPPORT$24,490-
APPAREL/YEARBOOK/DIRECTRY$11,799-
TEACHER ACCOUNTS$9,231-
GRADE LEVEL AND OTHER STUDENT PROGRAM EXPENSES$3,943-
SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE HIGGINSPresident-$0--
BRIAN CRONKVice President-$0--
HOLLY BLACKWELL KUYPERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Book Fair / Read a Thon$15,641$15,641$908$14,733
Total Events$15,641$15,641$908$14,733
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
Denise Higgins
Title
President
Signed
2021-11-18
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

Office Expenses $120

Other Expenses.1012

Insurance $749

Other Expenses.1

Self funded program expenses $11799

Other Expenses.2

CULTURAL ARTS $10700

Other Expenses.3

TEACHER SUPPLIES $9261

Other Expenses.4

Principals dicretionary fund $5064

Other Expenses.5

SCHOOL EVENTS $4235

Other Expenses.6

Grade level prgram expenses $3943

Other Expenses.7

Program and activities expense $2238

Other Expenses.8

BOARD MEETINGS $1050

Other Expenses.9

Merchant service fees $463

Other Expenses.10

HOSPITALITY $428

Other Expenses.11

LIBRARY EXPENSES $282

Other Expenses.12

MISCELLANEOUS $20

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $910

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $488 Prepaid Expenses and Deferred Charges - Ending $488

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $3

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CULTURAL ARTS $10700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TEACHER SUPPLIES $9261
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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