Civic Intelligence

Rossmoor Fund

990 • Fiscal year 2024 • EIN 27-0479896

Jan 01, 2024 to Dec 31, 2024 • Filed on May 03, 2025

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

(510) 872-0503

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

17%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

117%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,012,221

Up $145,027 (+17%) from 2023

Net Assets

Up

$1,009,821

Up $143,227 (+17%) from 2023

Liabilities

Up

$2,400

Up $1,800 (+300%) from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin75th percentile

Revenue

Up

$537,182

Up $289,105 (+117%) from 2023

Expenses

Up

$414,601

Up $213,920 (+107%) from 2023

Net Income

Up

$122,581

Up $75,185 (+159%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2024

Assets$1,012,221
Liabilities$2,400
Net Assets$1,009,821
Open 2024 Filing

Operations Trend

Revenue Growth92nd 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

2024

Revenue$537,182
Expenses$414,601
Net Income$122,581
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.1
Gross Receipts
$537,182
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.

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$575,422$851,583▲ $276,161
Cash and Non-Interest-Bearing Accounts$34,882$65,022▲ $30,140
Savings and Temporary Cash Investments$223,140$55,063▼ $168,077
Pledges and Grants Receivable$33,762$31,094▼ $2,668
Prepaid Expenses and Deferred Charges$0$5,359▲ $5,359
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
Total Assets$867,206$1,012,221▲ $145,015
Other Assets Total$0$4,100▲ $4,100
Liabilities
Accounts Payable and Accrued Expenses$600$2,400▲ $1,800
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$600$2,400▲ $1,800
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$866,606$1,009,821▲ $143,215
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$866,606$1,009,821▲ $143,215
Total Liabilities and Net Assets / Fund Balance$867,206$1,012,221▲ $145,015
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Claire LeVine WolfePresident
Donna ReynoldsVice President
Christine KearneyDirector
Elaine ThompsonDirector
Lorraine GousmanDirector
Louise DibbleDirector
Richard DavisDirector
Wendy DorbandDirector
Irene McKillopAssistant Treasurer
Andrea SzentirmaiSecretary
Al ZemskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500,240
Program Service Revenue
$0
Investment Income
$36,942
Other Revenue
$0
All Other Contributions
$500,240
Change in Net Assets
$122,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$369,198
Other Expenses$45,403
Total Fundraising Expense$21,279
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$186,198--$186,198
Grants to Domestic Orgs$183,000--$183,000
Advertising$0$0$3,955$3,955
Information Technology$0$2,786$0$2,786
Other Expenses$0$0$2,511$2,511
Insurance$0$1,926$0$1,926
Office Expenses$0$1,027$0$1,027
All Other Expenses$0$0$781$781
Conferences and Meetings$0$262$0$262
Total Functional Expenses$369,198$24,124$21,279$414,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meals on WheelsWalnut Creek, CA501(c)(3)Meals for Residents of Rossmoor$120,000
Jewish Family & Community ServicesConcord, CA501(c)(3)Respite Care for Rossmoor resident caregivers$63,000
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
Claire LeVine Wolfe
Title
President
Signed
2025-05-03
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
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IRS990/PrincipalOfficerNm0Claire Levine Wolfe President
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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,012,221
Liabilities
$2,400
Net assets
$1,009,821
Revenue
$537,182
Expenses
$414,601
Net income
$122,581
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