Civic Intelligence

Rossmoor Fund

990 • Fiscal year 2020 • EIN 27-0479896

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 19, 2021

Organization Profilerossmoorfund.org
PO Box 2070Walnut Creek, CA 94595-0070

(415) 385-4935

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

45%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$499,823

Up $155,781 (+45%) from 2019

Net Assets

Up

$499,823

Up $155,781 (+45%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin91st percentile

Revenue

Up

$271,823

Up $55,018 (+25%) from 2019

Expenses

Down

$116,042

Down $20,281 (-15%) from 2019

Net Income

Up

$155,781

Up $75,299 (+94%) from 2019

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

2020

Assets$499,823
Liabilities$0
Net Assets$499,823
Open 2020 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

2020

Revenue$271,823
Expenses$116,042
Net Income$155,781
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 19, 2021
Return Version
2020v4.0
Gross Receipts
$271,823
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 Rossmoor residents in need and to develop and fund charitable and educational programs for the Rossmoor community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$290,644$321,683▲ $31,039
Savings and Temporary Cash Investments$0$94,198▲ $94,198
Cash and Non-Interest-Bearing Accounts$50,634$80,144▲ $29,510
Prepaid Expenses and Deferred Charges$2,764$3,798▲ $1,034
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$344,042$499,823▲ $155,781
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$344,042$499,823▲ $155,781
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$344,042$499,823▲ $155,781
Total Liabilities and Net Assets / Fund Balance$344,042$499,823▲ $155,781
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Claire Levine WolfePresident
Alice LauVice President
Bill LearyDirector
Donna ReynoldsDirector
Ellen GilmanDirector
Louise DibbleDirector
Wendy DorbandDirector
Andrea SzentirmaiSecretary
Jean AutreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$234,186
Program Service Revenue
$0
Investment Income
$37,637
Other Revenue
$0
All Other Contributions
$234,186
Change in Net Assets
$155,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,542
Other Expenses$17,500
Total Fundraising Expense$14,691
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$75,342--$75,342
Grants to Domestic Orgs$23,200--$23,200
Advertising$0$0$6,735$6,735
Information Technology$0$534$3,030$3,564
Insurance$0$1,868$0$1,868
Office Expenses$0$140$0$140
Other Expenses$0$129$0$129
Total Functional Expenses$98,542$2,809$14,691$116,042
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meals on Wheels Diablo RegionWalnut Creek, CA501(c)(3)Food for low income elderly residents of Rossmoor$17,800
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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

Part VI, Section A, Line 8B

“Contemporaneous minutes are recorded for board of directors meetings, including reports to the board from board appointed committees.”

Part VI, Section B, Line 11B

“The Finance Committee (consisting of 4 directors, including the vice president, treasurer and assistant treasurer of the organization) is tasked with reviewing the Form 990 before it is filed. Other directors are provided a copy of the Form 990 but are not required to review or comment on it.”

Part VI, Section B, Line 12C

“Conflict of interest statements are obtained from all directors on an annual basis.”

Part VI, Section C, Line 19

“Financial statements are published on the organization's website each year. Governing documents and policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Rossmoor Fund
EIN
27-0479896
In Care Of
% Claire Levine Wolfe
Address
PO BOX 2070, WALNUT CREEK, CA 94595-0070

Signing Officer

Name
Gayl Westendorf
Title
Assistant Treasurer
Signed
2021-04-19
Discuss with paid preparer
No

Organization Details

Principal Officer
Claire Levine Wolfe
Formed
2009
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
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IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0344042
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0499823
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0140
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0140
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Printing, postage
IRS990/OtherExpensesGrp/Desc1Credit card fees
IRS990/OtherExpensesGrp/Desc2Bank charges
IRS990/OtherExpensesGrp/Desc3Taxes and other expenses
IRS990/OtherExpensesGrp/FundraisingAmt03960
IRS990/OtherExpensesGrp/FundraisingAmt1966
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2138
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3129
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt03960
IRS990/OtherExpensesGrp/TotalAmt1966
IRS990/OtherExpensesGrp/TotalAmt2138
IRS990/OtherExpensesGrp/TotalAmt3129
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02764
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03798
IRS990/PrincipalOfficerNm0Claire Levine Wolfe
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Support for organizations providing educational and charitable services to low income seniors
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023200
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0173600
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0122159
IRS990/PYInvestmentIncomeAmt043205
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt014164
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt080482
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0136323
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0216805
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0155781
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ReservesMaintainedAmt00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt094198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0234186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0173633
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0139624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0164444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0112602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0824489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt037637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02791
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt053493
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.871
IRS990ScheduleA/PublicSupportPY170Pct00.9591
IRS990ScheduleA/PublicSupportTotal170Amt0764752
IRS990ScheduleA/SubstantialContributorsTotAmt059737
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0234186
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0173633
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0139624

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499,823
Liabilities
$0
Net assets
$499,823
Revenue
$271,823
Expenses
$116,042
Net income
$155,781
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