Civic Intelligence

Oakmont Community Foundation

EIN 20-5195609 • 501(c)3 • Santa Rosa, CA

Profile

To contribute to the initiation and improvement of oakmont educational and charitable activities benefiting the residents of oakmont, a community for senior citizens.

6637 Oakmont Drive ASanta Rosa, CA 95409

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-54%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$297,880

Up $23,799 (+8.7%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$297,880

Up $23,799 (+8.7%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Down

$58,480

Down $68,419 (-54%) from 2023

Expenses

Up

$31,606

Up $4,596 (+17%) from 2023

Net Income

Down

$26,874

Down $73,015 (-73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2017: $70,580Liabilities 2017: $0Net Assets 2017: $70,5802017Assets 2018: $74,600Liabilities 2018: $02018Assets 2019: $72,925Net Assets 2019: $72,9252019Assets 2022: $171,117Net Assets 2022: $171,1172022Assets 2023: $274,081Net Assets 2023: $274,0812023Assets 2024: $297,880Net Assets 2024: $297,8802024

Highlighted filing

2024

Assets$297,880
Liabilities-
Net Assets$297,880
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $136,696Expenses 2017: $140,144Net Income 2017: -$3,4482017Revenue 2018: $40,026Expenses 2018: $36,005Net Income 2018: $4,0212018Revenue 2019: $28,860Expenses 2019: $30,535Net Income 2019: -$1,6752019Revenue 2022: $117,187Expenses 2022: $33,265Net Income 2022: $83,9222022Revenue 2023: $126,899Expenses 2023: $27,010Net Income 2023: $99,8892023Revenue 2024: $58,480Expenses 2024: $31,606Net Income 2024: $26,8742024

Highlighted filing

2024

Revenue$58,480
Expenses$31,606
Net Income$26,874
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$297,880
Liabilities
-
Net assets
$297,880
Revenue
$58,480
Expenses
$31,606
Net income
$26,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$2.98$0.58$0.32$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.74$2.74$1.27$0.27$1.00
2022Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.17$0.33$0.84
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.29$0.31$0.02
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$0.40$0.36$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.37$1.40$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$58,480
Mission and Program Overview

Mission

Enhance life in Oakmont Senior Community

To contribute to the initiation and improvement of oakmont educational and charitable activities benefiting the residents of oakmont, a community for senior citizens.

Program Services

DescriptionGrantsExpenses
OAKMONT COMMUNITY FOUNDATION SUPPORTED THE FOLLOWING: MUSIC AT OAKMONT - INCLUDES MONTHLY PERFORMANCES BY HIGHLY TALENTED TOURING CLASSICAL MUSICIANS-$29,642
OAKMONT HEALTH INITIATIVE - PROVIDES FREE EXERCISE CLASSES FOR OAKMONT RESIDENTS AT LEAST THREE TIMES EACH WEEK. OAKMONT CAREGIVER SUPPORT - OAKMONT VOLUNTEER HELPERS PROVIDING--
TRANSPORT TO SENIORS TO MEDICAL CARE, SHOPPING, APPOINTMENTS, EVENTS, ETC. SUPPORT IS ALSO GIVEN TO THE CAREGIVERS SUPPORT GROUP, A BI-WEEKLY GROUP WITH COUNSELING.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J RYANPresidentPT$0--
S CHAUNCYSecretary-$0--
A ALTMANTreasurerPT$0--
E STRUNKAAsst. TreasurerPT$0--
J BREWERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oakmont Community Foundation
EIN
20-5195609
Address
6637 OAKMONT DRIVE A, SANTA ROSA, CA 95409

Signing Officer

Name
J Ryan
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Vm Accounting Services
Address
1101 COLLEGE AVE SUITE 240, SANTA ROSA, CA 95404
Preparer
Victoria Mwangi
Phone
7075424465
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $697”

Other Expenses.1003

“Information Technology $2200”

Other Expenses.1012

“Insurance $855”

Other Expenses.1

“Program grants & awards $26301”

Other Expenses.2

“DONOR APPRECIATION $853”

Raw XML Appendix157 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST. TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-3075
IRS990EZ/OtherExpensesTotalAmt030906
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CONTRIBUTE TO THE INITIATION AND IMPROVEMENT OF OAKMONT EDUCATIONAL AND CHARITABLE ACTIVITIES BENEFITING THE RESIDENTS OF OAKMONT, A COMMUNITY FOR SENIOR CITIZENS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1OAKMONT HEALTH INITIATIVE - PROVIDES FREE EXERCISE CLASSES FOR OAKMONT RESIDENTS AT LEAST THREE TIMES EACH WEEK. OAKMONT CAREGIVER SUPPORT - OAKMONT VOLUNTEER HELPERS PROVIDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TRANSPORT TO SENIORS TO MEDICAL CARE, SHOPPING, APPOINTMENTS, EVENTS, ETC. SUPPORT IS ALSO GIVEN TO THE CAREGIVERS SUPPORT GROUP, A BI-WEEKLY GROUP WITH COUNSELING.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt031606
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IRS990EZ/TotalRevenueAmt058480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054869
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025833
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0155418
IRS990ScheduleA/TotalSupportAmt0164289
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $2200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM GRANTS & AWARDS $26301
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DONOR APPRECIATION $853
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J RYAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OAKMONT COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OAKM
ReturnHeader/Filer/EIN0205195609
ReturnHeader/Filer/USAddress/AddressLine1Txt06637 OAKMONT DRIVE A
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum07075424465
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T09:17:55-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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