Civic Intelligence

Rossmoor Fund

990EZ • Fiscal year 2012 • EIN 27-0479896

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 07, 2013

Organization Profilerossmoorfund.org
PO Box 207094595
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

39th percentile

-1.2%

Higher net margin than 39% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$89,769

Down $775 (-0.9%) from 2011

Net Assets

Down

$89,769

Down $775 (-0.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin39th percentile

Revenue

Down

$63,326

Down $32,488 (-34%) from 2011

Expenses

Up

$64,101

Up $8,028 (+14%) from 2011

Net Income

Down

-$775

Down $40,516 (-102%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $90,544Liabilities 2011: $0Net Assets 2011: $90,5442011Assets 2012: $89,769Liabilities 2012: $0Net Assets 2012: $89,7692012Assets 2016: $191,641Net Assets 2016: $191,6412016Assets 2017: $274,333Net Assets 2017: $274,3332017Assets 2018: $263,560Net Assets 2018: $263,5602018Assets 2019: $344,042Liabilities 2019: $0Net Assets 2019: $344,0422019Assets 2020: $499,823Liabilities 2020: $0Net Assets 2020: $499,8232020Assets 2021: $728,457Liabilities 2021: $0Net Assets 2021: $728,4572021Assets 2022: $778,723Liabilities 2022: $0Net Assets 2022: $778,7232022Assets 2023: $867,194Liabilities 2023: $600Net Assets 2023: $866,5942023Assets 2024: $1,012,221Liabilities 2024: $2,400Net Assets 2024: $1,009,8212024

Highlighted filing

2012

Assets$89,769
Liabilities$0
Net Assets$89,769
Open 2012 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $95,814Expenses 2011: $56,073Net Income 2011: $39,7412011Revenue 2012: $63,326Expenses 2012: $64,101Net Income 2012: -$7752012Revenue 2016: $124,644Expenses 2016: $101,300Net Income 2016: $23,3442016Revenue 2017: $169,881Expenses 2017: $87,189Net Income 2017: $82,6922017Revenue 2018: $144,182Expenses 2018: $138,032Net Income 2018: $6,1502018Revenue 2019: $216,805Expenses 2019: $136,323Net Income 2019: $80,4822019Revenue 2020: $271,823Expenses 2020: $116,042Net Income 2020: $155,7812020Revenue 2021: $343,908Expenses 2021: $115,274Net Income 2021: $228,6342021Revenue 2022: $281,120Expenses 2022: $157,480Net Income 2022: $123,6402022Revenue 2023: $248,077Expenses 2023: $200,681Net Income 2023: $47,3962023Revenue 2024: $537,182Expenses 2024: $414,601Net Income 2024: $122,5812024

Highlighted filing

2012

Revenue$63,326
Expenses$64,101
Net Income-$775
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 7, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

To assist in meeting the charitable and educational needs of older adults in and around Walnut Creek, CA and to carry on other charitable and education activities as allowed by law.

Filing and Contact Details

Filer

EIN
27-0479896
Raw XML Appendix178 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY089769
IRS990EZ/ContributionsGiftsGrantsEtc063326
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-775
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid053919
IRS990EZ/GrossReceipts063326
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY090544
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IRS990EZ/NetAssetsOrFundBalancesEOY089769
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition63.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0DAVID SMITH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1CAROL WORTHINGTON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2FRITZIE DAVIS NOBLE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3RITA WILCOX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4CLAIRE LEVINE WOLFE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5BARBARA JORDAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6MELVIN FREDLUND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6TREASURER/DIRECTOR
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY02897
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal06469
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO ASSIST IN MEETING THE CHARITABLE AND EDUCATIONAL NEEDS OF OLDER ADULTS IN AND AROUND WALNUT CREEK, CA, AND TO CARRY ON OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES AS ALLOWED BY LAW.
IRS990EZ/PrintingPublicationsPostage03713
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0GRANTS WERE MADE TO LOW INCOME ELDERLY INDIVIDUALS WHO WERE UNABLE TO PAY FOR NEEDED EXPENSES INCLUDING MEDICAL, DENTAL, LEGAL AND REPAIRS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1GRANTS MADE FOR EDUCATIONAL SCHOLARSHIPS AND COUNSELING.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations053919
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses10
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
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IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
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IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101914 LAKESHIRE DR
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0WALNUT CREEK
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094595
IRS990EZ/TheBooksAreInCareOf/NamePerson0DAVID H SMITH
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09253991515
IRS990EZ/TotalAssets/BOY090544
IRS990EZ/TotalAssets/EOY089769
IRS990EZ/TotalExpenses064101
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue063326
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.ROSSMOORFUND.ORG
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear063326
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year095814
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years072385
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years07770
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0239295
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IRS990ScheduleA/GrossInvestmentIncome170/Total050
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IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years072385
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years07770
IRS990ScheduleA/Total170/Total0239295
IRS990ScheduleA/TotalSupport0239345
IRS990ScheduleO/GeneralExplanation/Explanation0ACTIVITY CLASSIFICATION: WELFARE DISTRIBUTIONS TO 33 INDIVIDUALS. GRANTEE NAME: VARIOUS INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 43,555.
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: DIABLO RESPITE CENTER. GRANTEE ADDRESS: 2100 TICE VALLEY BLVD WALNUT CREEK, CA 94595. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: LEGAL AID. GRANTEE NAME: ELDER LAW CENTER. GRANTEE ADDRESS: PO BOX 4105 WALNUT CREEK, CA 94596. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/16/12. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/GeneralExplanation/Explanation3ACTIVITY CLASSIFICATION: GIFT CARDS, EQUIPMENT. GRANTEE NAME: GOLDEN RAIN FOUNDATION. GRANTEE ADDRESS: 1001 GOLDEN RAIN RD WALNUT CREEK, CA 94595. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,864. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 53,919.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: ADVERTISING. AMOUNT: 2,070. DESCRIPTION: INSURANCE. AMOUNT: 1,348. DESCRIPTION: WEBSITE & INTERNET. AMOUNT: 524. DESCRIPTION: DUES & FEES. AMOUNT: 15. DESCRIPTION: RECOGNITION EVENTS & AWARDS. AMOUNT: 2,512. TOTAL TO FORM 990-EZ, LINE 16: 6,469.
IRS990ScheduleO/GeneralExplanation/Explanation5DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 2,897. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier5OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0270479896
ReturnHeader/Filer/Name/BusinessNameLine10ROSSMOOR FUND
ReturnHeader/Filer/NameControl0ROSS
ReturnHeader/Filer/Phone09255673863
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2070
ReturnHeader/Filer/USAddress/City0WALNUT CREEK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094595
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-07
ReturnHeader/Officer/Name0DAVID H SMITH
ReturnHeader/Officer/Phone09253991515
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0205589566
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DB OLSEN & COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10500 YGNACIO VALLEY RD SUITE 328
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WALNUT CREEK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094596
ReturnHeader/Preparer/Name0DON OLSEN
ReturnHeader/Preparer/Phone09259338900
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-20T16:41:42-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$89,769
Liabilities
$0
Net assets
$89,769
Revenue
$63,326
Expenses
$64,101
Net income
-$775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.54$0.41$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.25$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.28$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.34$0.12$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.27$0.12$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.22$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.14$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.17$0.09$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.12$0.10$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.06$0.06$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.10$0.06$0.04