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Rosevine INC FY2021 filing

Tax-deductible

Berkeley, CA501(c)(3)Since 1996Housing EIN 68-0398093Revenue $74K in FY2021

On file with the IRS2220 Oxford St, 94704-1389 · Berkeley, CATax-exempt since Jan 1998Publicly supported charity — 170(b)(1)(A)(vi)

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The organization's mission is to develop and operate affordable housing for low income developmentally disabled persons.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $54K a year · 62% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$649K
92% of total assets
Concern: liabilities are 92% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$74K
-3% vs prior year
Spent
$117K
To programs
89%
Net assets
$57K
By yearFY2020–FY2025
Revenue
$74K
FY2021▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2020$76K
FY2021$74K
FY2022$89K
FY2023$102K
FY2024$90K
FY2025$94K
Expenses
$117K
FY2021▲ +0.5%
Tap a bar for its year
Expenses by fiscal year
FY2020$116K
FY2021$117K
FY2022$139K
FY2023$175K
FY2024$153K
FY2025$149K
Net assets
$57K
FY2021▼ -43%
Tap a bar for its year
Net assets by fiscal year
FY2020$100K
FY2021$57K
FY2022$8K
FY2023−$65K
FY2024−$129K
FY2025−$184K

From the FY2021 Form 990 (year ending June 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $104K Management & general 11% · $13K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Judy Simmons
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Kattye Giles
Secretary
$0Pt VII · Sec A
Marian Wolfe
Treasurer
$0Pt VII · Sec A
Willie Philips
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Rosevine INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops and manages affordable housing for low-income residents.

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Provided by the organization

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1 program · $104K · in their own filed words · FY2020
01

The tax exempt use is to develop and manage affordable housing units for low income residents with developmental disabilities.

$104Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$74K
Ln 12
Fees for servicesLn 2g$40K
Gifts and grantsLn 1h$34K
Investment incomeLn 3$65
Money outPt IX
$117K
Ln 25
Programscol B$104K
Managementcol C$13K
Owns and owesPt X
$57K
net assets · Ln 32
Cash and savingsLn 1–2$4K
Total assetsLn 16$706K
LiabilitiesLn 26$649K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$34K
Government grantsLn 1e$34K
Fees for servicesLn 2g$40K
Investment incomeLn 3$65
Total revenueLn 12$74K
Assets in detailPt X, end of year
CashLn 1$4K
Cash and savings togetherLn 1–2$4K
Land, buildings, equipmentLn 10c$630K
Other assetsLn 15$70K
Total assetsLn 16$706K
LiabilitiesLn 26$649K
Net assetsLn 32$57K
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6K$4K
Land, buildings, equipmentLn 10c$655K$630K
Total assetsLn 16$734K$706K
LiabilitiesLn 26$634K$649K
Net assetsLn 32$100K$57K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$14K$14K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$1K$1K
Management feesLn 11a$9K$9K
Accounting feesLn 11c$13K$13K
Office expensesLn 13$2K$2K
InterestLn 20$16K$16K
Depreciation, depletion and amortizationLn 22$25K$25K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$27K$27K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$117K$104K$13K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $94K$149K−$55K−$184K 990 PDF
FY2024 $90K$153K−$63K−$129K 990 PDF
FY2023 $102K$175K−$73K−$65K 990 PDF
FY2022 $89K$139K−$50K$8K 990 PDF
FY2021 Viewing $74K$117K−$43K$57K 990 PDF
FY2020 $76K$116K−$40K$100K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $73,648 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $34,997$34,053
I-9 Program service revenuePrior year $41,006$39,530
I-10 Investment incomePrior year $100$65
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $76,103$73,648
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $17,392$16,586
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $98,547$99,950
I-18 Total expensesPrior year $115,939$116,536
I-19 Revenue less expensesPrior year −$39,836−$42,888
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $73,648 across 5 lines filed
VIII-1e Government grants$34,053
VIII-1h Total contributions, gifts and grants$34,053
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $39,530$39,530
VIII-3 Investment incomeExcluded from tax $65$65
VIII-12 Total revenueRelated to mission $39,530 · Unrelated business $0 · Excluded from tax $65$73,648
Part IX · Statement of functional expenses $116,536 across 11 lines filed
IX-7 Other salaries and wagesPrograms $13,632$13,632
IX-9 Other employee benefitsPrograms $1,864$1,864
IX-10 Payroll taxesPrograms $1,090$1,090
IX-11a Management feesPrograms $8,520$8,520
IX-11c Accounting feesManagement $12,870$12,870
IX-13 Office expensesPrograms $2,000$2,000
IX-20 InterestPrograms $16,386$16,386
IX-22 Depreciation, depletion and amortizationPrograms $25,058$25,058
IX-23 InsurancePrograms $5,408$5,408
IX-24 Other expenses (24a–d)Programs $27,178$27,178
IX-24e All other expensesPrograms $2,530$2,530
IX-25 Total functional expensesPrograms $103,666 · Management $12,870 · Fundraising $0$116,536
Part X · Balance sheet $706,454 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $5,916$4,032
X-4 Accounts receivableStart of year $1,469$750
X-9 Prepaid expenses and deferred chargesStart of year $799$912
X-10c Land, buildings and equipment, netStart of year $655,381$630,323
X-15 Other assetsStart of year $70,620$70,437
X-16 Total assetsStart of year $734,185$706,454
X-17 Accounts payable and accrued expensesStart of year $6,813$5,954
X-19 Deferred revenueStart of year $935$563
X-25 Other liabilitiesStart of year $353,172$369,560
X-26 Total liabilitiesStart of year $634,020$649,177
X-27 Net assets without donor restrictionsStart of year $100,165$57,277
X-32 Total net assets or fund balancesStart of year $100,165$57,277
X-33 Total liabilities and net assetsStart of year $734,185$706,454
Part XI · Reconciliation of net assets $57,277 net assets at year end
XI-1 Total revenue$73,648
XI-2 Total expenses$116,536
XI-3 Revenue less expenses−$42,888
XI-4 Net assets at start of year$100,165
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$57,277

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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