Civic Intelligence

Wiesner Memorial Senior Fund

EIN 94-3002402 • 501(c)3 • Livermore, CA

Profile

Aid to senior citizens in financial need

4444 East AvenueLivermore, CA 94550

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

19th percentile

-29%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

48th percentile

-2.8%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

-2.9%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$102,525

Down $2,983 (-2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$102,525

Down $2,983 (-2.8%) from 2024

Revenue

Down

$10,211

Down $302 (-2.9%) from 2024

Expenses

Down

$13,194

Down $391 (-2.9%) from 2024

Net Income

Up

-$2,983

Up $89 (+2.9%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $99,610Liabilities 2012: $02012Assets 2013: $100,031Liabilities 2013: $02013Assets 2014: $102,269Liabilities 2014: $02014Assets 2015: $99,012Liabilities 2015: $0Net Assets 2015: $99,0122015Assets 2016: $95,682Liabilities 2016: $0Net Assets 2016: $95,6822016Assets 2017: $96,843Liabilities 2017: $0Net Assets 2017: $96,8432017Assets 2018: $99,372Liabilities 2018: $0Net Assets 2018: $99,3722018Assets 2019: $103,270Liabilities 2019: $0Net Assets 2019: $103,2702019Assets 2020: $106,454Liabilities 2020: $0Net Assets 2020: $106,4542020Assets 2021: $110,742Liabilities 2021: $0Net Assets 2021: $110,7422021Assets 2022: $110,438Liabilities 2022: $0Net Assets 2022: $110,4382022Assets 2023: $108,580Liabilities 2023: $0Net Assets 2023: $108,5802023Assets 2024: $105,508Liabilities 2024: $0Net Assets 2024: $105,5082024Assets 2025: $102,525Liabilities 2025: $0Net Assets 2025: $102,5252025

Highlighted filing

2025

Assets$102,525
Liabilities$0
Net Assets$102,525

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2012: $9,993Expenses 2012: $7,206Net Income 2012: $2,7872012Revenue 2013: $7,577Expenses 2013: $7,156Net Income 2013: $4212013Revenue 2014: $9,818Expenses 2014: $7,580Net Income 2014: $2,2382014Revenue 2015: $5,736Expenses 2015: $8,993Net Income 2015: -$3,2572015Revenue 2016: $2,718Expenses 2016: $6,048Net Income 2016: -$3,3302016Revenue 2017: $8,254Expenses 2017: $7,093Net Income 2017: $1,1612017Revenue 2018: $9,231Expenses 2018: $6,702Net Income 2018: $2,5292018Revenue 2019: $8,910Expenses 2019: $5,012Net Income 2019: $3,8982019Revenue 2020: $10,298Expenses 2020: $7,114Net Income 2020: $3,1842020Revenue 2021: $8,708Expenses 2021: $4,420Net Income 2021: $4,2882021Revenue 2022: $10,893Expenses 2022: $11,197Net Income 2022: -$3042022Revenue 2023: $8,777Expenses 2023: $10,635Net Income 2023: -$1,8582023Revenue 2024: $10,513Expenses 2024: $13,585Net Income 2024: -$3,0722024Revenue 2025: $10,211Expenses 2025: $13,194Net Income 2025: -$2,9832025

Highlighted filing

2025

Revenue$10,211
Expenses$13,194
Net Income-$2,983

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.13$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.14$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.11$0.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.09$0.05$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.10$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.08$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.10$0.07$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$10,211
Mission and Program Overview

Mission

Aid to senior citizens in financial need

Program Services

DescriptionGrantsExpenses
AID TO SENIOR CITIZENS IN FINANCIAL NEED$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOLORES LOLLSecretary-$0--
PAT COHANTreasurer-$0--
CLARE KALANTARChair-$0--
DAN FLORESMember-$0--
MARY MCNAMARAMember-$0--
PAM DEATONMember-$0--
LORIE ROHLOFFMember-$0--
Filing and Contact Details

Filer

Filer Name
Wiesner Memorial Senior Fund
EIN
94-3002402
Phone
9254870654
Address
4444 EAST AVENUE, LIVERMORE, CA 94550

Signing Officer

Name
Pat Cohan
Title
Treasurer
Phone
9254870654
Signed
2025-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
2117 FOURTH STREET, LIVERMORE, CA 94550
Preparer
Lauren Lewis CPA
Phone
9254472010
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income-interest. Amount: 314. Description: investment income-dividends . Amount: 4,856. Total included on form 990-ez, line 4: 5,170.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: subsistance payments. Grantee name: various. Grantee address: various livermore, ca 94550. Grantee relationship: none. Property description: cash. Method used to determine book value: cash payments. Date of gift: 06/30/25. Amount given: 11,013.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank service charges. Amount: 45. Description: website. Amount: 93. Description: office expense. Amount: 636. Description: other expenses. Amount: 537. Description: investment fees. Amount: 150. Total to form 990-ez, line 16: 1,461.

Form 990-ez, Part II, Line 24 - Other Assets

Description: stocks. Beg. Of year amount: 101,113. End of year amount: 79,824.

Raw XML Appendix174 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME-INTEREST. AMOUNT: 314. DESCRIPTION: INVESTMENT INCOME-DIVIDENDS . AMOUNT: 4,856. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SUBSISTANCE PAYMENTS. GRANTEE NAME: VARIOUS. GRANTEE ADDRESS: VARIOUS LIVERMORE, CA 94550. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH PAYMENTS. DATE OF GIFT: 06/30/25. AMOUNT GIVEN: 11,013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 45. DESCRIPTION: WEBSITE. AMOUNT: 93. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 636. DESCRIPTION: OTHER EXPENSES. AMOUNT: 537. DESCRIPTION: INVESTMENT FEES. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 1,461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: STOCKS. BEG. OF YEAR AMOUNT: 101,113. END OF YEAR AMOUNT: 79,824.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09254870654
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WIESNER MEMORIAL SENIOR FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PAT COHAN
ReturnHeader/Filer/BusinessNameControlTxt0WIES
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-01
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ReturnHeader/ReturnTs02025-12-04T15:18:35-06:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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