Civic Intelligence

Rossmoor Fund

990EZ • Fiscal year 2017 • EIN 27-0479896

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
PO Box 2070Walnut Creek, CA 94595

(925) 943-1360

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

43%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$274,333

Up $82,692 (+43%) from 2016

Net Assets

Up

$274,333

Up $82,692 (+43%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Up

$169,881

Up $45,237 (+36%) from 2016

Expenses

Down

$87,189

Down $14,111 (-14%) from 2016

Net Income

Up

$82,692

Up $59,348 (+254%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$274,333
Liabilities-
Net Assets$274,333
Open 2017 Filing

Operations Trend

Revenue Growth81st 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

2017

Revenue$169,881
Expenses$87,189
Net Income$82,692
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$169,881
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.

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 educational activities as allowed by law.

Program Services

DescriptionGrantsExpenses
GRANTS WERE MADE TO 26 LOW INCOME ELDERLY INDIVIDUALS WHO WERE UNABLE TO PAY FOR NEEDED EXPENSES INCLUDING MEDICAL, DENTAL AND REPAIRS-$39,790
GRANTS WERE MADE TO 3 ORGANIZATIONS WHO SUPPORT LOW INCOME SENIORS IN THE AREAS OF COUNSELING AND OTHER SUPPORT.-$35,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SMITHPresident/Direc-$0--
CAROL WORTHINGTONDirector-$0--
FRITZIE DAVIS NOBLEDirector-$0--
RETA WILCOXDirector-$0--
CLAIRE LEVINE WOLFEDirector-$0--
BARBARA JORDANDirector-$0--
JEAN A AUTREYTreasurer/Direc-$0--
LOUISE DIBBLEDirector-$0--
TRUDI GARLANDDirector-$0--
ALICE LAUDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rossmoor Fund
EIN
27-0479896
Phone
9259431360
Address
PO BOX 2070, WALNUT CREEK, CA 94595

Signing Officer

Name
David Smith
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Worley Accountancy Corporation
Address
1740 W Katella Ave Ste P, Orange, CA 92867
Preparer
Joan A Worley
Phone
7147715190
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Miscellaneous income $180”

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: WELFARE DISTRIBUTION | Donee's Name: VARIOUS INDIVIDUALS | Donee's Address: VARIOUS VARIOUS CA 99999 | Relationship of Donee: NONE | Cash Amount Given: $39790”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: WELFARE DISTRIBUTION | Donee's Name: VARIOUS ORGANIZATIONS | Donee's Address: VARIOUS VARIOUS CA 99999 | Relationship of Donee: NONE | Cash Amount Given: $35000”

Other Expenses.1001

“Advertising and Promotion $408”

Other Expenses.1002

“Office Expenses $111”

Other Expenses.1012

“Insurance $1376”

Other Expenses.1

“Fundraising expenses $6367”

Other Expenses.3

“Website and internet $151”

Other Expenses.4

“TAXES $60”

Other Expenses.5

“MISCELLANEOUS $10”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2683”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $2320 Prepaid Expenses and Deferred Charges - Ending $2460”

Raw XML Appendix191 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/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL WORTHINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRITZIE DAVIS NOBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RETA WILCOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAIRE LEVINE WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA JORDAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JEAN A AUTREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LOUISE DIBBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRUDI GARLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ALICE LAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIREC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER/DIREC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt05143
IRS990EZ/OtherExpensesTotalAmt08483
IRS990EZ/OtherRevenueTotalAmt0180
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/PrintingPublicationsPostageAmt03336
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS WERE MADE TO 3 ORGANIZATIONS WHO SUPPORT LOW INCOME SENIORS IN THE AREAS OF COUNSELING AND OTHER SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039790
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087189
IRS990EZ/TotalRevenueAmt0169881
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100112
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03034
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03355
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalSupportAmt0582522
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME $180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: WELFARE DISTRIBUTION | Donee's Name: VARIOUS INDIVIDUALS | Donee's Address: VARIOUS VARIOUS CA 99999 | Relationship of Donee: NONE | Cash Amount Given: $39790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: WELFARE DISTRIBUTION | Donee's Name: VARIOUS ORGANIZATIONS | Donee's Address: VARIOUS VARIOUS CA 99999 | Relationship of Donee: NONE | Cash Amount Given: $35000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUNDRAISING EXPENSES $6367
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE AND INTERNET $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Expenses and Deferred Charges - Beginning $2320 Prepaid Expenses and Deferred Charges - Ending $2460
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSSMOOR FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROSS
ReturnHeader/Filer/EIN0270479896
ReturnHeader/Filer/PhoneNum09259431360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2070
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330587197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Worley Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01740 W Katella Ave Ste P
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092867
ReturnHeader/PreparerPersonGrp/PhoneNum07147715190
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joan A Worley
ReturnHeader/ReturnTs02018-11-15T19:30:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,333
Liabilities
-
Net assets
$274,333
Revenue
$169,881
Expenses
$87,189
Net income
$82,692
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