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Jessie G Roman Charitable Tr

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$128k (2024)

Expenses
$140k (2024)

Total Assets
$2.21M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,832
Expenses
$139,879
Net Income
-$12,047
Net Assets
$2,212,054
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $52,059
40.7%
Sales of Assets $75,773
59.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,575
83.3%
Compensation of Officers* $27,639
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,212,054
Total Liabilities $0
Net Assets $2,212,054
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $27,639 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$276,509
Expenses
$129,348
Net Income
$147,161
Net Assets
$2,224,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $55,271
20.0%
Sales of Assets $219,522
79.4%
Other Income $1,716
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,191
86.7%
Compensation of Officers* $26,515
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,224,031
Total Liabilities $0
Net Assets $2,224,031
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $26,515 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$108,965
Expenses
$139,761
Net Income
-$30,796
Net Assets
$2,077,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $50,214
46.1%
Sales of Assets $58,751
53.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,437
83.3%
Compensation of Officers* $28,168
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,077,191
Total Liabilities $0
Net Assets $2,077,191
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $28,168 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$279,287
Expenses
$135,065
Net Income
$144,222
Net Assets
$2,109,272
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $56,654
20.3%
Sales of Assets $222,633
79.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,262
85.3%
Compensation of Officers* $29,981
22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,109,272
Total Liabilities $0
Net Assets $2,109,272
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $29,981 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,774
Expenses
$125,621
Net Income
-$31,847
Net Assets
$1,965,688
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,480
46.4%
Sales of Assets $50,294
53.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,698
87.3%
Compensation of Officers* $22,857
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,965,689
Total Liabilities $1
Net Assets $1,965,688
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $22,857 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,829
Expenses
$119,874
Net Income
-$52,045
Net Assets
$1,998,373
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,821
70.5%
Sales of Assets $19,675
29.0%
Other Income $333
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,434
88.0%
Compensation of Officers* $22,848
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,998,374
Total Liabilities $1
Net Assets $1,998,373
Compensation
Key Employees and Officers Compensation Other
Bny Mellon N A (Trustee) $22,848 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,395
Expenses
$141,465
Net Income
-$15,070
Net Assets
$2,050,952
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,648
43.2%
Sales of Assets $71,676
56.7%
Other Income $71
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $122,181
86.4%
Compensation of Officers* $23,528
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,050,952
Total Liabilities $0
Net Assets $2,050,952
Compensation
Key Employees and Officers Compensation Other
Bny Mellon Na (Trustee) $23,528 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$80,103
Expenses
$144,600
Net Income
-$64,497
Net Assets
$2,140,826
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $48,300
60.3%
Sales of Assets $31,803
39.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,727
83.5%
Compensation of Officers* $25,192
17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,140,826
Total Liabilities $0
Net Assets $2,140,826

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,389
Expenses
$106,667
Net Income
$157,722
Net Assets
$2,210,981
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $69,137
26.1%
Sales of Assets $192,027
72.6%
Other Income $3,225
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,994
81.6%
Compensation of Officers* $26,104
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,210,981
Total Liabilities $0
Net Assets $2,210,981

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,537
Expenses
$33,970
Net Income
$96,567
Net Assets
$2,053,209
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,279
48.5%
Sales of Assets $64,205
49.2%
Other Income $3,053
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,878
52.6%
Compensation of Officers* $24,695
72.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,053,209
Total Liabilities $0
Net Assets $2,053,209

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$126,848
Expenses
$361,231
Net Income
-$234,383
Net Assets
$1,965,112
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $60,508
47.7%
Sales of Assets $64,518
50.9%
Other Income $1,822
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $315,156
87.2%
Compensation of Officers* $24,827
6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,965,112
Total Liabilities $0
Net Assets $1,965,112

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$146,995
Expenses
$25,737
Net Income
$121,258
Net Assets
$2,177,275
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,931
32.6%
Sales of Assets $98,975
67.3%
Other Income $89
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,840
46.0%
Compensation of Officers* $23,680
92.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,177,275
Total Liabilities $0
Net Assets $2,177,275

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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