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Rosevine INC FY2023 filing

Tax-deductible

Berkeley, CA501(c)(3)Since 1996HousingEIN 68-0398093Revenue $102K in FY2023

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.
92¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $54K a year · 62% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$706K
110% of total assets
Concern: liabilities are 110% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$102K
+14% vs prior year
Spent
$175K
To programs
92%
Net assets
−$65K
By yearFY2020–FY2024
Revenue
$102K
FY2023▲ +14%
Revenue by fiscal year
FY2020$76K
FY2021$74K
FY2022$89K
FY2023$102K
FY2024$90K
FY2024$94K
Expenses
$175K
FY2023▲ +26%
Expenses by fiscal year
FY2020$116K
FY2021$117K
FY2022$139K
FY2023$175K
FY2024$153K
FY2024$149K
Net assets
−$65K
FY2023▼ -962%
Net assets by fiscal year
FY2020$100K
FY2021$57K
FY2022$8K
FY2023−$65K
FY2024−$129K
FY2024−$184K

From the FY2023 Form 990 (year ending June 2023) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1998.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $161K Management & general 8% · $14K

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 (FY2022); the FY2023 filing did not itemize Part VII
David Tom
Director
$0Pt VII · Sec A
$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
Judy Simmons
President
$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.

Provided by the organization

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1 program · $161K · in their own filed words · FY2022
01

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

$161Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$102K
Ln 12
Fees for servicesLn 2g$58K
Gifts and grantsLn 1h$44K
Investment incomeLn 3$17
Money outPt IX
$175K
Ln 25
Programscol B$161K
Managementcol C$14K
Owns and owesPt X
−$65K
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$641K
LiabilitiesLn 26$706K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$44K
Government grantsLn 1e$44K
Fees for servicesLn 2g$58K
Investment incomeLn 3$17
Total revenueLn 12$102K
Assets in detailPt X, end of year
CashLn 1$10K
Cash and savings togetherLn 1–2$10K
Land, buildings, equipmentLn 10c$595K
Other assetsLn 15$32K
Total assetsLn 16$641K
LiabilitiesLn 26$706K
Net assetsLn 32−$65K
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 FY23End FY23
Cash and savingsLn 1–2$14K$10K
Land, buildings, equipmentLn 10c$621K$595K
Total assetsLn 16$674K$641K
LiabilitiesLn 26$666K$706K
Net assetsLn 32$8K−$65K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$17K$17K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$1K$1K
Management feesLn 11a$9K$9K
Accounting feesLn 11c$14K$14K
Office expensesLn 13$1K$1K
InterestLn 20$16K$16K
Depreciation, depletion and amortizationLn 22$26K$26K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$70K$70K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$175K$161K$14K$0

Filing history

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

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $101,792 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $42,935$43,781
I-9 Program service revenuePrior year $48,240$57,994
I-10 Investment incomePrior year −$1,819$17
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $89,356$101,792
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 $20,551$21,353
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $118,482$153,537
I-18 Total expensesPrior year $139,033$174,890
I-19 Revenue less expensesPrior year −$49,677−$73,098
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $101,792 across 5 lines filed
VIII-1e Government grants$43,781
VIII-1h Total contributions, gifts and grants$43,781
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $57,994$57,994
VIII-3 Investment incomeExcluded from tax $17$17
VIII-12 Total revenueRelated to mission $57,994 · Unrelated business $0 · Excluded from tax $17$101,792
Part IX · Statement of functional expenses $174,890 across 11 lines filed
IX-7 Other salaries and wagesPrograms $16,525$16,525
IX-9 Other employee benefitsPrograms $3,467$3,467
IX-10 Payroll taxesPrograms $1,361$1,361
IX-11a Management feesPrograms $8,520$8,520
IX-11c Accounting feesManagement $13,860$13,860
IX-13 Office expensesPrograms $1,488$1,488
IX-20 InterestPrograms $16,386$16,386
IX-22 Depreciation, depletion and amortizationPrograms $26,238$26,238
IX-23 InsurancePrograms $7,623$7,623
IX-24 Other expenses (24a–d)Programs $69,988$69,988
IX-24e All other expensesPrograms $9,434$9,434
IX-25 Total functional expensesPrograms $161,030 · Management $13,860 · Fundraising $0$174,890
Part X · Balance sheet $640,710 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $14,221$9,901
X-4 Accounts receivableStart of year $5,109$2,490
X-9 Prepaid expenses and deferred chargesStart of year $3,278$1,269
X-10c Land, buildings and equipment, netStart of year $621,267$595,029
X-15 Other assetsStart of year $29,974$32,021
X-16 Total assetsStart of year $673,849$640,710
X-17 Accounts payable and accrued expensesStart of year $6,508$11,943
X-19 Deferred revenueStart of year $23$1,647
X-25 Other liabilitiesStart of year $386,618$419,518
X-26 Total liabilitiesStart of year $666,249$706,208
X-27 Net assets without donor restrictionsStart of year $7,600−$65,498
X-32 Total net assets or fund balancesStart of year $7,600−$65,498
X-33 Total liabilities and net assetsStart of year $673,849$640,710
Part XI · Reconciliation of net assets −$65,498 net assets at year end
XI-1 Total revenue$101,792
XI-2 Total expenses$174,890
XI-3 Revenue less expenses−$73,098
XI-4 Net assets at start of year$7,600
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$65,498

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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