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 |
| June 30, 2024 | 990-EZ | $194,978 | $175,225 | $19,753 | $219,354 | – | $219,354 |
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 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BALL | Treasurer | 4 | $0 |
| KATIE LOSTER | President | 4 | $0 |
| JAMIE CERVANTES | Secretary | 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
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1143084 or by the name ROOSEVELT ELEMENTARY EDUCATIONAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | $201,555 | $190,289 | $230,620 | IRS |
| 990-EZ | June 2024 | $194,978 | $175,225 | $219,354 | XML |
| 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 bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 20-1143084).
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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