Civic Intelligence

Rockwood Residents' Foundation

990 • Fiscal year 2017 • EIN 91-1472275

Jun 01, 2016 to May 31, 2017 • Filed on Oct 02, 2017

Organization ProfileN/A
2903 E 25th Avenue Suite OfcSpokane, WA 99223

(509) 536-6650

Siviq Scores

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

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.07x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$255,032

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 28.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$5,598,854

Up $715,989 (+15%) from 2016

Net Assets

Up

$5,534,755

Up $986,385 (+22%) from 2016

Liabilities

Down

$64,099

Down $270,396 (-81%) from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin94th percentile

Revenue

Up

$893,069

Up $468,687 (+110%) from 2016

Expenses

Down

$312,065

Down $42,894 (-12%) from 2016

Net Income

Up

$581,004

Up $511,581 (+737%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$10M$5.0M$0Assets 2011: $3,191,979Liabilities 2011: $10,456Net Assets 2011: $3,181,5232011Assets 2012: $3,320,823Liabilities 2012: $2,430Net Assets 2012: $3,318,3932012Assets 2013: $4,296,648Liabilities 2013: $36,286Net Assets 2013: $4,260,3622013Assets 2014: $4,562,765Liabilities 2014: $113,754Net Assets 2014: $4,449,0112014Assets 2015: $4,955,586Liabilities 2015: $290,958Net Assets 2015: $4,664,6282015Assets 2016: $4,882,865Liabilities 2016: $334,495Net Assets 2016: $4,548,3702016Assets 2017: $5,598,854Liabilities 2017: $64,099Net Assets 2017: $5,534,7552017Assets 2018: $6,286,089Liabilities 2018: $167,126Net Assets 2018: $6,118,9632018Assets 2019: $6,462,414Liabilities 2019: $147,432Net Assets 2019: $6,314,9822019Assets 2020: $7,073,918Liabilities 2020: $183,186Net Assets 2020: $6,890,7322020Assets 2021: $9,047,696Liabilities 2021: $197,176Net Assets 2021: $8,850,5202021Assets 2022: $9,211,984Liabilities 2022: $151,745Net Assets 2022: $9,060,2392022Assets 2023: $9,419,389Liabilities 2023: $180,706Net Assets 2023: $9,238,6832023

Highlighted filing

2017

Assets$5,598,854
Liabilities$64,099
Net Assets$5,534,755
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $184,8012011Expenses 2012: $208,2712012Expenses 2013: $463,4462013Revenue 2014: $890,043Expenses 2014: $472,181Net Income 2014: $417,8622014Revenue 2015: $518,886Expenses 2015: $443,574Net Income 2015: $75,3122015Revenue 2016: $424,382Expenses 2016: $354,959Net Income 2016: $69,4232016Revenue 2017: $893,069Expenses 2017: $312,065Net Income 2017: $581,0042017Revenue 2018: $574,647Expenses 2018: $297,347Net Income 2018: $277,3002018Revenue 2019: $536,164Expenses 2019: $288,265Net Income 2019: $247,8992019Revenue 2020: $693,932Expenses 2020: $374,711Net Income 2020: $319,2212020Revenue 2021: $1,819,828Expenses 2021: $309,263Net Income 2021: $1,510,5652021Revenue 2022: $1,713,785Expenses 2022: $496,688Net Income 2022: $1,217,0972022Revenue 2023: $1,080,834Expenses 2023: $659,368Net Income 2023: $421,4662023

Highlighted filing

2017

Revenue$893,069
Expenses$312,065
Net Income$581,004
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$1,132,336
Mission and Program Overview

Mission

To assist rockwood retirement communities in carrying out its mission - to provide housing and services for seniors with a commitment to excellence in promoting independence, wellness and lifelong vitality.

To assist rockwood retirement communities in carrying out its mission and ministry - to provide excellence in service and housing to older adults by promoting independence, wellness and lifelong vitality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,475,248$5,167,510▲ $692,262
Pledges and Grants Receivable$215,508$233,624▲ $18,116
Savings and Temporary Cash Investments$35,562$161,576▲ $126,014
Cash and Non-Interest-Bearing Accounts$88,485$36,144▼ $52,341
Total Assets$4,882,865$5,598,854▲ $715,989
Other Assets Total$68,062--
Liabilities
Other Liabilities$332,019$61,604▼ $270,415
Accounts Payable and Accrued Expenses$2,476$2,495▲ $19
Total Liabilities$334,495$64,099▼ $270,396
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,952,380$3,197,842▲ $245,462
Unrestricted Net Assets$1,480,531$2,083,997▲ $603,466
Temporarily Rstr Net Assets$115,459$252,916▲ $137,457
Total Net Assets Fund Balance$4,548,370$5,534,755▲ $986,385
Total Liabilities and Net Assets / Fund Balance$4,882,865$5,598,854▲ $715,989

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,960,570$585,175▲ $499,795$-265,746$4,779,794
2015$4,062,249$203,818▼ $17,227$-288,270$3,960,570
2014$3,870,780$326,205▲ $251,039$-385,775$4,062,249
2013$3,051,321$711,042▲ $277,411$-168,994$3,870,780
2012$2,176,636$823,194▲ $260,866$-209,375$3,051,321
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Mark LesterChair
Bill LutzTrustee
Claude SappingtonTrustee
Doris DyerTrustee
Frank FahaTrustee
Harriet Van WyckTrustee
Larry HaydenTrustee
Lois RedmondTrustee
Neil WinkleTrustee
Sue MorrisTrustee
Tom WhiteTrustee
Alan CurryerCEO
James MaxwellCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$706,339
Program Service Revenue
$0
Investment Income
$139,053
Other Revenue
$47,677
All Other Contributions
$706,339
Change in Net Assets
$581,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$290,112
Other Expenses$21,953
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$290,112--$290,112
Fees for Service Investment Mgmnt Fees-$17,557-$17,557
Office Expenses-$3,289-$3,289
Fees for Services Other-$787-$787
Fees for Services Legal-$320-$320
Total Functional Expenses$290,112$21,953$0$312,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spokane United Methodist HomesSpokane, WA3Resident Support$175,000
Spokane United Methodist HomesSpokane, WA3Wellness Support$76,820
Spokane United Methodist HomesSpokane, WA3Equip Contribution$22,552
Spokane United Methodist HomesSpokane, WA3Employee Support$15,740
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payble$57,968
Due to Spokane United Methodist Home$3,636
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Alan curryer spokane united methodist homes officer business relationship jim maxwell spokane united methodist homes officer business relationship”

Form 990, Page 6, Part VI, Line 3

“Rockwood residents' foundation utilized employees of spokane united methodist homes as its chief executive officer and chief financial officer. These individuals spend an average of 4-6 hours per week on foundation duties.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the 990 is provided to the cfo who reviews the form, schedules, and related attachments. Any comments or questions are addressed with the preparer and a revised draft is distributed to the board of trustees. The trustees are then given time to send in comments and questions. Once the board and management are satisfied with the 990, the cfo signs the form 8879-eo authorizing the preparer to e-file the return.”

Form 990, Page 6, Part VI, Line 12C

“The organization annually distributes a copy of its conflict of interest policy for the board of trustees to review, disclose any potential conflicts, and sign. In addition, all officers of related organizations and members of the board of trustees are obligated to disclose in writing the nature and extent of any direct or indirect interest any such person or any member of his or her immediate family has in any entity doing business with the organization or having any financial interest in any dealings with the organization.”

Form 990, Page 6, Part VI, Line 15A

“The board of trustees of spokane united methodist homes, a related organization to rockwood residents' foundation, uses data from the aahsa- cemo leadership compensation survey and from other entities in the same and similar industries to determine the compensation for spokane united methodist homes ceo, who also serves as ceo for rockwood residents' foundation. The board's executive committee is in charge of this process. The board as a whole must then approve the ceo's compensation.”

Form 990, Page 6, Part VI, Line 15B

“The ceo of rockwood residents' foundation and spokane united methodist homes, a related organization, uses spokane united methodist homes' budgeting process, the asshsa-cemo leadership compensation survey, and comparison to other organizations to determine the compensation for spokane united methodist homes' cfo, who also serves as cfo for rockwood residents' foundation. The board of trustees must then give final approval of the budget, which includes the cfo's compensation. Alan curryer is the chief executive officer of spokane united methodist homes, a related organization. Jim maxwell is the chief financial officer of spokane united methodist homes. These individuals are delegated the responsibility of day-to-day management of rockwood residents' foundation. The compensation information disclosed is all paid by spokane united methodist homes for the individuals' services for that organization. Rockwood residents' foundation does not have any compensated employees.”

Form 990, Page 6, Part VI, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
ROCKWOOD RESIDENTS' FOUNDATION
EIN
91-1472275
Phone
5095366650
Address
2903 E 25TH AVENUE SUITE OFC, SPOKANE, WA 99223

Signing Officer

Name
James Maxwell
Title
CFO
Phone
5095366650
Signed
2017-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Curryer
Formed
1990
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Dingus Zarecor & Associates Pllc
Address
12015 E MAIN AVE, SPOKANE VALLEY, WA 99206-6130
Preparer
Thomas Dingus
Phone
5092420874
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Cost of goods sold 2,154 change in value of split-interest agreement 11,864 cost of goods sold -2,154 total 11,864”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is qualified as exempt from federal income tax under internal revenue code section 501(c)(3). Accordingly, no provision for income tax is necessary. The foundation evaluates uncertain tax positions whereby the effect of the uncertainty would be recorded if the outcome was considered probable and reasonably estimable. As of may 31, 2017 and 2016, the foundation had no uncertain tax positions requiring accrual.”

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IRS990/MissionDesc0TO ASSIST ROCKWOOD RETIREMENT COMMUNITIES IN CARRYING OUT ITS MISSION AND MINISTRY - TO PROVIDE EXCELLENCE IN SERVICE AND HOUSING TO OLDER ADULTS BY PROMOTING INDEPENDENCE, WELLNESS AND LIFELONG VITALITY.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY PAYBLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO SPOKANE UNITED METHODIST HOME
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.63000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS QUALIFIED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAX IS NECESSARY. THE FOUNDATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF MAY 31, 2017 AND 2016, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/CashGrantAmt222552
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IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/IRCSectionDesc33
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WELLNESS SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1RESIDENT SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EQUIP CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EMPLOYEE SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SPOKANE UNITED METHODIST HOMES
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02903 E 25TH AVENUE SUITE OFC
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22903 E 25TH AVENUE SUITE OFC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32903 E 25TH AVENUE SUITE OFC
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPOKANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPOKANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SPOKANE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MONITORS ITS FINANCIAL ASSISTANCE OF SPOKANE UNITED METHODIST HOMES (SUMH) DOING BUSINESS AS ROCKWOOD RETIREMENT COMMUNITIES BY MAINTAINING CLOSE CONTACT BETWEEN THE GOVERNING BODIES. REQUESTS FOR FINANCIAL ASSISTANCE GENERALLY ARE INITIATED FROM THE SUMH CEO AND/OR BOARD OF TRUSTEES AND APPROVED BY THE FOUNDATION BOARD PRIOR TO DISBURSEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,598,854
Liabilities
$64,099
Net assets
$5,534,755
Revenue
$893,069
Expenses
$312,065
Net income
$581,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.42$0.18$9.24$1.08$0.66$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.15$9.06$1.71$0.50$1.22
2021Summary only. Only limited summary data is available for this year.$9.05$0.20$8.85$1.82$0.31$1.51
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.07$0.18$6.89$0.69$0.37$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.15$6.31$0.54$0.29$0.25
2018Summary only. Only limited summary data is available for this year.$6.29$0.17$6.12$0.57$0.30$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.60$0.06$5.53$0.89$0.31$0.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.88$0.33$4.55$0.42$0.35$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.96$0.29$4.66$0.52$0.44$0.08
2014Summary only. Only limited summary data is available for this year.$4.56$0.11$4.45$0.89$0.47$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.04$4.26$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.00$3.32$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.01$3.18$0.18