Civic Intelligence

Rossmoor Fund

990 • Fiscal year 2019 • EIN 27-0479896

Jan 01, 2019 to Dec 31, 2019 • Filed on May 30, 2020

Organization Profilerossmoorfund.org
PO Box 2070Walnut Creek, CA 94595

(925) 567-3863

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$344,042

Up $80,482 (+31%) from 2018

Net Assets

Up

$344,042

Up $80,482 (+31%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin87th percentile

Revenue

Up

$216,805

Up $72,623 (+50%) from 2018

Expenses

Down

$136,323

Down $1,709 (-1.2%) from 2018

Net Income

Up

$80,482

Up $74,332 (+1209%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$344,042
Liabilities$0
Net Assets$344,042
Open 2019 Filing

Operations Trend

Revenue Growth86th 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

2019

Revenue$216,805
Expenses$136,323
Net Income$80,482
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 30, 2020
Return Version
2019v5.0
Gross Receipts
$216,805
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.

The mission of the Rossmoor Fund is to assist Rossmoor residents in need and to develop and fund educational and charitable programs for the Rossmoor community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$200,697$290,644▲ $89,947
Cash and Non-Interest-Bearing Accounts$60,256$50,634▼ $9,622
Prepaid Expenses and Deferred Charges$2,607$2,764▲ $157
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$263,560$344,042▲ $80,482
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$263,560$344,042▲ $80,482
Total Net Assets Fund Balance$263,560$344,042▲ $80,482
Total Liabilities and Net Assets / Fund Balance$263,560$344,042▲ $80,482
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Alice LauDirector
Andrea SzentirmaiDirector
Bill LearyDirector
Claire Levine WolfeDirector
Donna ReynoldsDirector
Ellen GilmanDirector
Harvey Weinstein to 819Director
John KikuchiDirector
Louise DibbleDirector
Reta WilcoxDirector
Wendy DorbandDirector
Jean A AutreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$173,600
Program Service Revenue
$0
Investment Income
$43,205
Other Revenue
$0
All Other Contributions
$173,600
Change in Net Assets
$80,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,159
Other Expenses$14,164
Total Fundraising Expense$12,234
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$74,013--$74,013
Grants to Domestic Orgs$48,146--$48,146
Information Technology--$2,858$2,858
Insurance-$1,376-$1,376
Office Expenses-$237-$237
All Other Expenses-$185-$185
Other Expenses-$132$340$132
Total Functional Expenses$122,159$1,930$12,234$136,323
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Fam & Childrens SvcWalnut Creek, CA--$35,696
Contra Costa Senior Legal SvcConcord, CA--$12,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is prepared by a board member who is also a CPA. It is forwarded to the board treasurer and president for review. Copies are provided to the board prior to filing.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“The Rossmoor Fund organizational documents and returns are available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

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
2020-05-30

Organization Details

Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12
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IRS990/PYGrantsAndSimilarPaidAmt0120903
IRS990/PYInvestmentIncomeAmt04558
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017129
IRS990/PYRevenuesLessExpensesAmt06150
IRS990/PYTotalExpensesAmt0138032
IRS990/PYTotalRevenueAmt0144182
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080482
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0173633
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0139624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0164444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0112602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122077
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0712380
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02791
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03355
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt019211
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95910
IRS990ScheduleA/PublicSupportPY170Pct00.94820
IRS990ScheduleA/PublicSupportTotal170Amt0701644
IRS990ScheduleA/SubstantialContributorsTotAmt010736
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0173633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0139624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0164444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0112602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122077
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0712380
IRS990ScheduleA/TotalSupportAmt0731591
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt074013
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Need-based grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt076
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/CashGrantAmt135696
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Contra Costa Senior Legal Svc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Jewish Fam & Childrens Svc
IRS990ScheduleI/RecipientTable/RecipientEIN0943021000
IRS990ScheduleI/RecipientTable/RecipientEIN1943250304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02702 Clayton Rd Ste 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11855 Olympic Blvd Ste 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Concord
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Walnut Creek
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094519
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194595
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is prepared by a board member who is also a CPA. It is forwarded to the board treasurer and president for review. Copies are provided to the board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Rossmoor Fund organizational documents and returns are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0263560
IRS990/TotalAssetsEOYAmt0344042
IRS990/TotalAssetsGrp/BOYAmt0263560
IRS990/TotalAssetsGrp/EOYAmt0344042
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0173600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012234
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01930
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122159
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136323
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0263560
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0344042
IRS990/TotalProgramServiceExpensesAmt0122159
IRS990/TotalProgramServiceRevenueAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,042
Liabilities
$0
Net assets
$344,042
Revenue
$216,805
Expenses
$136,323
Net income
$80,482
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