Civic Intelligence

Rossmoor Library Association

990EZ • Fiscal year 2023 • EIN 68-0201702

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 04, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

55th percentile

3.6%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

46%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$111,832

Up $3,919 (+3.6%) from 2022

Net Assets

Up

$111,832

Up $3,919 (+3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin74th percentile

Revenue

Up

$19,057

Up $6,036 (+46%) from 2022

Expenses

Up

$15,138

Up $2,961 (+24%) from 2022

Net Income

Up

$3,919

Up $3,075 (+364%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$111,832
Liabilities$0
Net Assets$111,832
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$19,057
Expenses$15,138
Net Income$3,919
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 4, 2024
Return Version
2023v5.1
Gross Receipts
$19,057
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.-$5,556
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAY WHITEPresident-$0--
MARTHA HAWKINSSecretary-$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
2024-09-04
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 $2682”

Other Expenses.1

“Automation $6634”

Other Expenses.2

“Book purchases $5109”

Other Expenses.3

“Video purchaese $447”

Raw XML Appendix141 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/PersonNm0CHRISTIE MAXWELL
IRS990EZ/BooksInCareOfDetail/PhoneNum09259887704
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01001 GOLDEN RAIN ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0107913
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0111832
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt016671
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03919
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0266
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107913
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0111832
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt019057
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02386
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107913
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0111832
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107913
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0111832
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GAY WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARTHA HAWKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTIE MAXWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014872
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/ProgramServiceExpensesAmt05556
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/TotalExpensesAmt015138
IRS990EZ/TotalProgramServiceExpensesAmt05556
IRS990EZ/TotalRevenueAmt019057
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt016671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016314
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016340
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065600
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0367
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01359
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05357
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92450
IRS990ScheduleA/PublicSupportPY170Pct00.93810
IRS990ScheduleA/PublicSupportTotal170Amt065600
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt016671
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016314
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016340
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065600
IRS990ScheduleA/TotalSupportAmt070957
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Automation $6634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Book purchases $5109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Video purchaese $447
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIE MAXWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-09-04T12:02:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$111,832
Liabilities
$0
Net assets
$111,832
Revenue
$19,057
Expenses
$15,138
Net income
$3,919
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