Civic Intelligence

Roma Charitable Foundation

990T • Fiscal year 2023 • EIN 94-3142398

Dec 01, 2022 to Nov 30, 2023 • Filed on Jun 04, 2024

Organization Profile
3101 Western Avenue 410Seattle, WA 98121

(206) 621-7585

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $19,743,171Liabilities 2011: $0Net Assets 2011: $19,743,1712011Assets 2012: $19,304,257Liabilities 2012: $0Net Assets 2012: $19,304,2572012Assets 2013: $18,583,980Liabilities 2013: $0Net Assets 2013: $18,583,9802013Assets 2014: $17,952,985Liabilities 2014: $0Net Assets 2014: $17,952,9852014Assets 2015: $17,430,798Liabilities 2015: $0Net Assets 2015: $17,430,7982015Assets 2017: $16,735,532Liabilities 2017: $0Net Assets 2017: $16,735,5322017Assets 2018: $16,675,439Liabilities 2018: $0Net Assets 2018: $16,675,4392018Assets 2019: $16,616,206Liabilities 2019: $12019Assets 2020: $16,463,478Liabilities 2020: $12020Assets 2021: $16,266,630Liabilities 2021: $0Net Assets 2021: $16,266,6302021Assets 2022: $14,967,207Liabilities 2022: $12022Assets 2023: $15,604,237Liabilities 2023: $12023Assets 2024: $14,932,921Liabilities 2024: $0Net Assets 2024: $14,932,9212024

Latest loaded filing

2024

Assets$14,932,921
Liabilities$0
Net Assets$14,932,921
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $233,3382011Expenses 2012: $1,172,8462012Expenses 2013: $1,464,9342013Revenue 2014: $935,596Expenses 2014: $1,566,580Net Income 2014: -$630,9842014Revenue 2015: $1,067,834Expenses 2015: $1,590,024Net Income 2015: -$522,1902015Revenue 2017: $1,328,039Expenses 2017: $1,598,855Net Income 2017: -$270,8162017Revenue 2018: $1,587,301Expenses 2018: $1,647,394Net Income 2018: -$60,0932018Revenue 2019: $1,693,925Expenses 2019: $1,753,158Net Income 2019: -$59,2332019Revenue 2020: $1,711,450Expenses 2020: $1,864,178Net Income 2020: -$152,7282020Revenue 2021: $1,720,570Expenses 2021: $1,917,418Net Income 2021: -$196,8482021Revenue 2022: $1,573,429Expenses 2022: $2,872,852Net Income 2022: -$1,299,4232022Revenue 2023: $3,737,685Expenses 2023: $3,100,655Net Income 2023: $637,0302023Revenue 2024: $1,938,796Expenses 2024: $2,610,112Net Income 2024: -$671,3162024

Latest loaded filing

2024

Revenue$1,938,796
Expenses$2,610,112
Net Income-$671,316
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Jun 4, 2024
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Roma Charitable Foundation
EIN
94-3142398
Phone
2066217585
Address
3101 WESTERN AVENUE 410, SEATTLE, WA 98121

Signing Officer

Name
Carmen Angiuli
Title
Treasurer
Phone
2066217585
Signed
2024-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Jacobson Jarvis & Co Pllc
Address
200 1ST AVE W SUITE 200, SEATTLE, WA 98119
Preparer
Howard Donkincpa
Phone
2066288990
Raw XML Appendix131 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
IRS990T/BooksInCareOfDetail/PersonNm0BRUCE I MITCHELL CPA
IRS990T/BooksInCareOfDetail/PhoneNum02066217585
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03101 WESTERN AVENUE 410
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd098121
IRS990T/BookValueAssetsEOYAmt015604237
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0473
IRS990T/EstimatedTaxPaymentsAmt028000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt03297
IRS990T/OverpaymentSection/OverpaymentAmt03297
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0124131
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0ROBERT BERRY
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm1LAWRENCE PODNAR
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm2CARMEN ANGIULI
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.10000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct10.10000
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct20.10000
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0PRESIDENT
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1VICE PRESIDENT
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt2TREASURER/SECRETARY
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt02100
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt12100
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt22600
IRS990TScheduleA/OtherDeductionsAmt0950
IRS990TScheduleA/PrincipalBusinessActivityCd0531110
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt020815
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt07750
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt0144946
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt06800
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0124131
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0144946
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt020815
IRS990TScheduleA/TradeOrBusinessDesc0RENTS FROM BUILDING WITH ACQUISITION INDEBTEDNESS
IRS990TScheduleA/UBIBeforeNOLDedAmt0116381
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0116381
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt016822
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt13993
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.51384
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.24608
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt0646384
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt1290908
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt01257948
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt11182184
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0209810
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt1150914
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0107809
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt137137
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt032737
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt116226
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt032737
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt116226
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt010415 SE 174TH ST
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt16535 5TH PLACE S
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0RENTON
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm1SEATTLE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0WA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd1WA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd098055
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd198108
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt024230
IRS990T/TaxLessCreditsAmt024230
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt028000
IRS990T/TotalTaxAmt024230
IRS990T/TotalTaxComputationAmt024230
IRS990T/TotalUBTIAmt0115381
IRS990T/TotalUBTIBeforeNOLSpecificAmt0116381
IRS990T/TotalUBTIBeforeSection199AAmt0116381
IRS990T/TotalUBTIComputedAmt0116381
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARMEN ANGIULI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02066217585
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROMA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROMA
ReturnHeader/Filer/EIN0943142398
ReturnHeader/Filer/PhoneNum02066217585
ReturnHeader/Filer/USAddress/AddressLine1Txt03101 WESTERN AVENUE 410
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912011386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOBSON JARVIS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 1ST AVE W SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098119
ReturnHeader/PreparerPersonGrp/PhoneNum02066288990
ReturnHeader/PreparerPersonGrp/PreparationDt02024-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOWARD DONKINCPA
ReturnHeader/ReturnTs02024-06-05T15:04:20-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARMEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANGIULI
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.94$2.61$0.67
2023Summary only. Only limited summary data is available for this year.$15.6$0.00$3.74$3.10$0.64
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Summary only. Only limited summary data is available for this year.$15.0$0.00$1.57$2.87$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$1.72$1.92$0.20
2020Summary only. Only limited summary data is available for this year.$16.5$0.00$1.71$1.86$0.15
2019Summary only. Only limited summary data is available for this year.$16.6$0.00$1.69$1.75$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$1.59$1.65$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$1.33$1.60$0.27
2015Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.07$1.59$0.52
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.94$1.57$0.63
2013Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.46
2012Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.17
2011Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.23