Rossmoor Fund (EIN 270479896) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Claire Levine Wolfe President

Tax Period

2024-01-01 to 2024-12-31

Rossmoor Fund, founded in 2009, is a small nonprofit in the Human Services sector that reported $537K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $123K, a strong 23% operating margin.

Mission

To assist Rossmoor Residents in financial need. Develop and fund charitable and education programs for the Rossmoor Community Residents.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $500,240

Program Service Revenue $0

Investment Income $36,942

Other Revenue $0

TOTAL REVENUE $537,182

Expense Breakdown

Grants Paid $369,198

Salaries & Benefits $0

Fundraising Expenses $21,279

Program Expenses $369,198

Other Expenses $45,403

TOTAL EXPENSES $414,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$537,182	$248,077	+1.2%
Expenses	$414,601	$198,956	+1.1%
Net Income	$122,581	$49,121	+1.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Louise Dibble	Director	3.00	Director	$0	$0	$0
Wendy Dorband	Director	3.00	Director	$0	$0	$0
Lorraine Gousman	Director	3.00	Director	$0	$0	$0
Christine Kearney	Director	3.00	Director	$0	$0	$0
Elaine Thompson	Director	3.00	Director	$0	$0	$0
Richard Davis	Director	3.00	Director	$0	$0	$0
Claire LeVine Wolfe	President	3.00	Officer	$0	$0	$0
Andrea Szentirmai	Secretary	3.00	Officer	$0	$0	$0
Donna Reynolds	Vice President	3.00	Officer	$0	$0	$0
Al Zemsky	Treasurer	3.00	Officer	$0	$0	$0
Irene McKillop	Assistant Treasurer	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$537,182	$414,601	$1,012,221	$122,581
2023	$248,077	$200,681	$867,194	$47,396
2023	$248,077	$200,681	$867,194	$47,396
2022	$281,120	$157,480	$778,723	$123,640
2021	$343,908	$115,274	$728,457	$228,634
2020	$271,823	$116,042	$499,823	$155,781
2019	$216,805	$136,323	$344,042	$80,482

Rossmoor Fund