Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
52nd percentile
Higher net margin than 52% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
38th percentile
Faster asset growth than 38% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Balance Sheet
Assets
Down$263,560
Down $10,773 (-3.9%) from 2017
Net Assets
Down$263,560
Down $10,773 (-3.9%) from 2017
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$144,182
Down $25,699 (-15%) from 2017
Expenses
Up$138,032
Up $50,843 (+58%) from 2017
Net Income
Down$6,150
Down $76,542 (-93%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- May 2, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $144,182
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Grants were made to 45 low income elderly individuals who were unable to pay for needed expenses including medical, dental and repairs | $88,012 | $88,012 |
| Grants were made to 3 organizations who support low income seniors in the areas of counseling and others support | $32,891 | $32,891 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| David H Smith | President | - | $0 | - | - |
| Reta Wilcox | Director | - | $0 | - | - |
| Claire Levine Wolfe | Director | - | $0 | - | - |
| Louise Dibble | Director | - | $0 | - | - |
| Jean A Autrey | Treasurer | - | $0 | - | - |
| Alice Lau | Director | - | $0 | - | - |
| Ellen Gilman | Director | - | $0 | - | - |
| Donna Reynolds | Director | - | $0 | - | - |
| Wendy Dorband | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rossmoor Fund
- EIN
- 27-0479896
- Phone
- 9255673863
- Address
- PO Box 2070, Walnut Creek, CA 94595
Signing Officer
- Name
- Claire Levine Wolfe
- Title
- Director
- Signed
- 2019-05-02
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.1
“| Donee's Name: Various organizations | Donee's Address: c/o PO Box 2070 Walnut Creek CA 94595 | Cash Amount Given: $88012”
Grants and Similar Amounts Paid In Excess of $5,000.2
“| Donee's Name: Inidividual grants | Donee's Address: c/o PO Box 2070 Walnut Creek CA 94595 | Cash Amount Given: $32891”
Other Expenses.1001
“Advertising and Promotion $3000”
Other Expenses.1002
“Office Expenses $208”
Other Expenses.1007
“Conferences, Conventions, and Meetings $5529”
Other Expenses.1012
“Insurance $1376”
Other Expenses.2
“Donor software $2697”
Other Expenses.3
“Credit card fees` $308”
Other Expenses.4
“Website and internet $167”
Other Expenses.5
“Taxes $85”
Other Expenses.6
“Other $21”
Other Assets.1005
“Accounts Receivable - Beginning $2683 Accounts Receivable - Ending $0”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $2460 Prepaid Expenses and Deferred Charges - Ending $2607”
Raw XML Appendix184 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/TitleTxt | 8 | Director |
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| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2607 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -16923 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 13391 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 3238 |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Grants were made to 3 organizations who support low income seniors in the areas of counseling and others support |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 32891 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 138032 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 120903 |
| IRS990EZ/TotalRevenueAmt | 0 | 144182 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://rossmoorfund.org/ |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 139624 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 164444 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 112602 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 122077 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 100112 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 638859 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 4563 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3034 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2791 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3355 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1072 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 14815 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 180 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 180 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.94820 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.98100 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 620013 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 18846 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
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| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 112602 |
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| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 638859 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 653854 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Various organizations | Donee's Address: c/o PO Box 2070 Walnut Creek CA 94595 | Cash Amount Given: $88012 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Donee's Name: Inidividual grants | Donee's Address: c/o PO Box 2070 Walnut Creek CA 94595 | Cash Amount Given: $32891 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Advertising and Promotion $3000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office Expenses $208 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences, Conventions, and Meetings $5529 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $1376 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Donor software $2697 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Credit card fees` $308 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Website and internet $167 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Taxes $85 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Other $21 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Accounts Receivable - Beginning $2683 Accounts Receivable - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Prepaid Expenses and Deferred Charges - Beginning $2460 Prepaid Expenses and Deferred Charges - Ending $2607 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1011 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Claire Levine Wolfe |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Rossmoor Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROSS |
| ReturnHeader/Filer/EIN | 0 | 270479896 |
| ReturnHeader/Filer/PhoneNum | 0 | 9255673863 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 2070 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Walnut Creek |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94595 |
| ReturnHeader/ReturnTs | 0 | 2019-05-03T07:47:38-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $263,560
- Liabilities
- -
- Net assets
- $263,560
- Revenue
- $144,182
- Expenses
- $138,032
- Net income
- $6,150