Civic Intelligence

Rossmoor Fund

990 • Fiscal year 2023 • EIN 27-0479896

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

(510) 872-0503

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$867,194

Flat from 2023

Net Assets

Flat

$866,594

Flat from 2023

Liabilities

Flat

$600

Flat from 2023

Revenue And Expenses

Revenue

Flat

$248,077

Flat from 2023

Expenses

Flat

$200,681

Flat from 2023

Net Income

Flat

$47,396

Flat from 2023

Historical Trend

Balance Sheet Trend

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 2023: $867,194Liabilities 2023: $600Net Assets 2023: $866,5942023Assets 2024: $1,012,221Liabilities 2024: $2,400Net Assets 2024: $1,009,8212024

Highlighted filing

2023

Assets$867,194
Liabilities$600
Net Assets$866,594
Open 2023 Filing

Operations Trend

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 2023: $248,077Expenses 2023: $200,681Net Income 2023: $47,3962023Revenue 2024: $537,182Expenses 2024: $414,601Net Income 2024: $122,5812024

Highlighted filing

2023

Revenue$248,077
Expenses$200,681
Net Income$47,396
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$248,077
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 financial need. Develop and fund charitable and education programs for the Rossmoor Community Residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$517,440$575,422▲ $57,982
Savings and Temporary Cash Investments$184,780$223,140▲ $38,360
Cash and Non-Interest-Bearing Accounts$76,503$34,870▼ $41,633
Pledges and Grants Receivable$0$33,762▲ $33,762
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$778,723$867,194▲ $88,471
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$600▲ $600
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$600▲ $600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$778,723$866,594▲ $87,871
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$778,723$866,594▲ $87,871
Total Liabilities and Net Assets / Fund Balance$778,723$867,194▲ $88,471
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claire LeVine WolfePresident
Donna ReynoldsVice President
Claire CarterDirector
Lorraine GousmanDirector
Louise DibbleDirector
Wendy DorbandDirector
Irene McKillopAssistant Treasurer
Andrea SzentirmaiSecretary
Al ZemskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$220,811
Program Service Revenue
$0
Investment Income
$27,266
Other Revenue
$0
All Other Contributions
$220,811
Change in Net Assets
$47,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,254
Other Expenses$23,427
Total Fundraising Expense$16,749
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$0--$127,256
Grants to Domestic Orgs$0--$49,998
Advertising$39$2,400$0$2,439
Insurance$0$1,926$0$1,926
Fees for Services Other$0$0$1,725$1,725
Office Expenses$0$826$0$826
Information Technology$0$650$0$650
Other Expenses$0$0$625$625
Conferences and Meetings$0$449$0$449
All Other Expenses$0$388$0$388
Total Functional Expenses$39$6,639$16,749$200,681
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meals on Wheels Diablo RegionWalnut Creek, CA501(c)(3)Meals$30,000
Jewish Family & Community ServicesConcord, CA501(c)(3)Respite Care$19,998
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
Backup withholding compliance
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 B, Line 11B

“The tax return is compile by the Assistant Treasurer and review by the Treasurer and President.”

Part VI, Section B, Line 12C

“The Board of Directors sign the Conflict of Interest Policy annual and monitor their financial statements monthly keeping in mind any conflict of interest.”

Part VI, Section C, Line 19

“We compile an annual report with program information and financial information every year in March. This report is published on our website an distributed to all our donors.”

Filing and Contact Details

Filer

Filer Name
Rossmoor Fund
EIN
27-0479896
In Care Of
% Claire Levine Wolfe President
Address
PO Box 2070, Walnut Creek, CA 94595

Signing Officer

Name
Irene McKillop
Title
Assistant Treasurer
Signed
2024-11-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Claire Levine Wolfe President
Formed
2009
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Part V, line 3B

“We are not required to file a 990-T”

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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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IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt040475
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0778723
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0866594
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0826
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0826
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Donor Recognition Event
IRS990/OtherExpensesGrp/Desc1eTapestry Annual Fee - Donor Software
IRS990/OtherExpensesGrp/Desc2Printing, Postages Donor Letter & Annual Campaign, Service Brochure Printing
IRS990/OtherExpensesGrp/Desc3Credit Card Fees for Online Donations
IRS990/OtherExpensesGrp/FundraisingAmt07982
IRS990/OtherExpensesGrp/FundraisingAmt15164
IRS990/OtherExpensesGrp/FundraisingAmt21253
IRS990/OtherExpensesGrp/FundraisingAmt3625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt07982
IRS990/OtherExpensesGrp/TotalAmt15164
IRS990/OtherExpensesGrp/TotalAmt21253
IRS990/OtherExpensesGrp/TotalAmt3625
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/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt033762
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Claire Levine Wolfe President
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Provides free meals seven days a week to those who cannot get out to purchase food for their own needs. Also provide meals for those who meet the financial need.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Medical alert systems are senior safety devices that offer emergency help with the click of a button as in the case of a fall or medical emergency.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0265738
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0139923
IRS990/PYInvestmentIncomeAmt015382
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt017557
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0123640
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0157480
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0281120
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt047396
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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/BOYAmt0184780
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223140

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$867,194
Liabilities
$600
Net assets
$866,594
Revenue
$248,077
Expenses
$200,681
Net income
$47,396
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
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