Civic Intelligence

Rossmoor Library Association

990EZ • Fiscal year 2021 • EIN 68-0201702

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

Organization ProfileN/A
1001 Golden Rain RoadWalnut Creek, CA 94595

(925) 988-7704

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

20%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

3.2%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

243%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$107,069

Up $3,331 (+3.2%) from 2020

Net Assets

Up

$107,069

Up $3,331 (+3.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Up

$16,404

Up $11,628 (+243%) from 2020

Expenses

Up

$13,073

Up $1,920 (+17%) from 2020

Net Income

Up

$3,331

Up $9,708 (+152%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $130,004Liabilities 2011: $02011Assets 2012: $152,780Liabilities 2012: $02012Assets 2013: $158,308Liabilities 2013: $02013Assets 2014: $133,952Liabilities 2014: $0Net Assets 2014: $133,9522014Assets 2015: $130,614Liabilities 2015: $0Net Assets 2015: $130,6142015Assets 2016: $119,864Liabilities 2016: $0Net Assets 2016: $119,8642016Assets 2017: $114,367Liabilities 2017: $0Net Assets 2017: $114,3672017Assets 2018: $110,571Liabilities 2018: $0Net Assets 2018: $110,5712018Assets 2019: $110,115Liabilities 2019: $0Net Assets 2019: $110,1162019Assets 2020: $103,738Liabilities 2020: $0Net Assets 2020: $103,7382020Assets 2021: $107,069Liabilities 2021: $0Net Assets 2021: $107,0692021Assets 2022: $107,913Liabilities 2022: $0Net Assets 2022: $107,9132022Assets 2023: $111,832Liabilities 2023: $0Net Assets 2023: $111,8322023Assets 2024: $212,170Net Assets 2024: $212,1702024Assets 2025: $206,680Net Assets 2025: $206,6802025

Highlighted filing

2021

Assets$107,069
Liabilities$0
Net Assets$107,069
Open 2021 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $33,443Expenses 2011: $10,295Net Income 2011: $23,1482011Revenue 2012: $33,897Expenses 2012: $11,121Net Income 2012: $22,7762012Revenue 2013: $17,428Expenses 2013: $11,900Net Income 2013: $5,5282013Revenue 2014: $15,746Expenses 2014: $40,102Net Income 2014: -$24,3562014Revenue 2015: $17,217Expenses 2015: $20,555Net Income 2015: -$3,3382015Revenue 2016: $22,171Expenses 2016: $32,921Net Income 2016: -$10,7502016Revenue 2017: $20,657Expenses 2017: $26,154Net Income 2017: -$5,4972017Revenue 2018: $21,622Expenses 2018: $25,416Net Income 2018: -$3,7942018Revenue 2019: $19,708Expenses 2019: $20,163Net Income 2019: -$4552019Revenue 2020: $4,776Expenses 2020: $11,153Net Income 2020: -$6,3772020Revenue 2021: $16,404Expenses 2021: $13,073Net Income 2021: $3,3312021Revenue 2022: $13,021Expenses 2022: $12,177Net Income 2022: $8442022Revenue 2023: $19,057Expenses 2023: $15,138Net Income 2023: $3,9192023Revenue 2024: $122,899Expenses 2024: $22,561Net Income 2024: $100,3382024Revenue 2025: $24,255Expenses 2025: $29,745Net Income 2025: -$5,4902025

Highlighted filing

2021

Revenue$16,404
Expenses$13,073
Net Income$3,331
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.0
Gross Receipts
$16,404
Mission and Program Overview

Mission

Provide library services to the rossmoor retirement community

Provide library services to the Rossmoor Retirement Community.

Program Services

DescriptionGrantsExpenses
Purchase of books and videos for community library.$1,231-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE WHITEPresident-$0--
LORI WESTONVice President-$0--
SARAH SELLERSSecretary-$0--
CHRISTIE MAXWELLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rossmoor Library Association
EIN
68-0201702
Phone
9259887704
Address
1001 GOLDEN RAIN ROAD, WALNUT CREEK, CA 94595

Signing Officer

Name
Christie Maxwell
Title
Treasurer
Signed
2022-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Gary A Smith CPA
Address
1844 B Tice Valley Blvd, Walnut Creek, CA 94595
Preparer
Gary a Smith CPA
Phone
9259336920
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $582”

Other Expenses.1

“Automation $7175”

Other Expenses.2

“Equipment purchases $3905”

Other Expenses.3

“Book purchases $1170”

Other Expenses.4

“Video purchaese $61”

Raw XML Appendix152 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09259887704
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103738
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IRS990EZ/ContributionsGiftsGrantsEtcAmt016314
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03331
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0180
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt090
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103738
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LORI WESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH SELLERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTIE MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012893
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide library services to the Rossmoor Retirement Community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Purchase of books and videos for community library.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01231
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013073
IRS990EZ/TotalProgramServiceExpensesAmt01231
IRS990EZ/TotalRevenueAmt016404
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt072375
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01512
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05602
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92820
IRS990ScheduleA/PublicSupportPY170Pct00.91280
IRS990ScheduleA/PublicSupportTotal170Amt072375
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016340
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017523
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt072375
IRS990ScheduleA/TotalSupportAmt077977
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $582
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Automation $7175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Equipment purchases $3905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Book purchases $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Video purchaese $61
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSSMOOR LIBRARY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSS
ReturnHeader/Filer/EIN0680201702
ReturnHeader/Filer/PhoneNum09259887704
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 GOLDEN RAIN ROAD
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094595
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680230359
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary A Smith CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01844 B Tice Valley Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094595
ReturnHeader/PreparerPersonGrp/PhoneNum09259336920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY A SMITH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-14T10:42:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRISTIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXWELL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,069
Liabilities
$0
Net assets
$107,069
Revenue
$16,404
Expenses
$13,073
Net income
$3,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.24$0.30$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.12$2.12$1.23$0.23$1.00
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.19$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.13$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.16$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.20$0.20$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.22$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.21$0.26$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.22$0.33$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.17$0.21$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.16$0.40$0.24
2013Summary only. Only limited summary data is available for this year.$1.58$0.00$0.17$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.53$0.00$0.34$0.11$0.23
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.33$0.10$0.23