Nonprofit · EIN 20-1143084
ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $201,555 | $190,289 | $11,266 | $230,620 | $0 | $230,620 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $66,120
- Program service revenue
- $134,866
- Investment income
- $569
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,780
- Program services (functional)
- $186,627
- Management and general (functional)
- $3,662
Balance sheet and other
- Total assets, start of year
- $219,354
- Total assets, end of year
- $230,620
- Total liabilities, end of year
- $0
- Net assets, end of year
- $230,620
- Net assets without donor restrictions
- $153,945
- Net assets with donor restrictions
- $76,675
- Gross receipts
- $201,555
- Employees
- 0
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BALL | Treasurer Officer | 4 | $0 |
| KATIE LOSTER | President Officer | 4 | $0 |
| JAMIE CERVANTES | Secretary Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1990 LAGUNA ST, SANTA BARBARA, CA 93101-1014
- In care of
- % LEANNE MOKROS
- Principal officer (990 for 2024)
- DAVE BALL, 1990 LAGUNA ST, SANTA BARBARA, CA 93101
- Signed the 990
- DAVE BALL, Treasurer
- Phone
- (805) 563-2062
- Return prepared by
- Nicholson & Schwartz
Mission
To support the enrichment programs of Roosevelt Elementary School, including music, art, physical education, and technology.
Program accomplishments
- SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTIONExpenses $124,722 · revenue $134,866
- OTHER PROGRAM & CLASSROOM SUPPORTExpenses $44,755
- TEACHER ACCOUNTSExpenses $17,150
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-1143084
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $230,620
- Income (IRS master file)
- $201,555
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990-EZ | June 2024 | $194,978 | $175,225 | $219,354 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION
- What is the EIN of ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION is 20-1143084.
- Is ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAVE BALL.
- Who are the officers and directors of ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $201,555, expenses of $190,289 and total assets of $230,620 at year end.
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