ROCKWOOD RESIDENTS FOUNDATION

Cite this

Plain text ROCKWOOD RESIDENTS FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/rockwood-residents-foundation-911472275. Retrieved 2026-11-02.

APA furp.org. (n.d.). ROCKWOOD RESIDENTS FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 2, 2026, from https://furp.org/org/rockwood-residents-foundation-911472275

MLA “ROCKWOOD RESIDENTS FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/rockwood-residents-foundation-911472275. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $1.4M · expenses $488K · assets $13.1M

EIN
91-1472275
Address
2903 E 25TH AVE STE OFC, SPOKANE, WA 99223-4963
NTEE code
P75J
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (association)
Ruling date
July 1990 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
James Maxwell CEO2010-2024 $457,595$3,044,356 3
Charles Wells CFO2023-2024 $222,284$257,905 3
Alan Curryer (former) CEO (THROUGH2010-2023 $620,519$3,940,467 3
Jaak Juhkentaal (former) COO2010-2014 $129,487$643,857 2

Officers and directors, no compensation reported

46 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Patty Conaty CHAIR2020-2024 1 $0 reported 2
Hal Hunt TRUSTEE2022-2024 1 $0 reported 1
Judi Young TRUSTEE2020-2024 1 $0 reported 1
Rick Boutz TRUSTEE2023-2024 1 $0 reported 1
Debbie Takami VICE CHAIR2023-2024 1 $0 reported 1
Charlene Clark TRUSTEE2023-2024 1 $0 reported 1
Karin Brocksbank TRUSTEE2023-2024 1 $0 reported 1
Peter Joss TRUSTEE2020-2024 1 $0 reported 1
Diane Kelly TRUSTEE2022-2024 1 $0 reported 1
Christi Smith TRUSTEE2022-2024 1 $0 reported 1
Lois Thomason TRUSTEE2021-2024 1 $0 reported 1
Steve Koehler TRUSTEE2024 1 $0 reported 1
Raye Wentworth TRUSTEE2024 1 $0 reported 1
Sid Barth (former) TRUSTEE2021-2022 1 $0 reported 1
Doris Dyer (former) TRUSTEE2012-2022 1 $0 reported 1
Harriet Van Wyck (former) TRUSTEE2016-2022 1 $0 reported 1
Correen Morrill (former) VICE CHAIR2020-2021 1 $0 reported 1
Tom White (former) TRUSTEE2016-2021 1 $0 reported 1
Harry Fuhs (former) TRUSTEE2017-2021 1 $0 reported 1
Yvonne Goodwater (former) TRUSTEE2020-2021 1 $0 reported 1
Margaret Patterson (former) TRUSTEE2017-2021 1 $0 reported 1
Bob Koppe (former) TRUSTEE2021 1 $0 reported 1
Lois Redmond (former) TRUSTEE2016-2020 1 $0 reported 1
John Packard (former) TRUSTEE2018-2019 1 $0 reported 1
Bruce Preuninger (former) TRUSTEE2018-2019 1 $0 reported 1
Claude Sappington (former) TRUSTEE2016-2019 1 $0 reported 1
Neal Winkle (former) TRUSTEE2014-2019 1 $0 reported 1
Mark Lester (former) CHAIR2014-2017 1 $0 reported 1
Frank Faha (former) TRUSTEE2012-2017 1 $0 reported 1
Bill Lutz (former) TRUSTEE2012-2017 1 $0 reported 1
Sue Morris (former) TRUSTEE2010-2016 1 $0 reported 1
Larry Hayden (former) TRUSTEE2016 1 $0 reported 1
Neil Winkle (former) TRUSTEE2016 1 $0 reported 1
Elsa Distelhorst (former) CHAIR2010-2015 1 $0 reported 1
Nancy Aston (former) TRUSTEE2010-2015 1 $0 reported 1
Kay Freehill (former) TRUSTEE2013-2015 1 $0 reported 1
Mary Heath (former) TRUSTEE2013-2015 1 $0 reported 1
Genny Keeler (former) TRUSTEE2010-2015 1 $0 reported 1
Dr Jonathan Holloway (former) TRUSTEE2010-2012 1 $0 reported 1
Connie Milton (former) TRUSTEE2010-2012 1 $0 reported 2
Bill Marineau (former) ADV CHAIR2012 1 $0 reported 1
Lasa Kaul (former) TRUSTEE2010-2011 1 $0 reported 1
Peggysue Ellis (former) TRUSTEE2011 1 $0 reported 1
Betty Scott (former) TRUSTEE2010-2011 1 $0 reported 1
Stan Fergin (former) ADV CHAIR2010-2011 1 $0 reported 1
Jim Mitchell (former) TRUSTEE2010 1 $0 reported 1

People by year

2024 · 15 people listed · 2 paid, $680K · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES MAXWELL CEO4 $0$418,760$38,835 $457,5953
CHARLES WELLS CFO6 $0$204,372$17,912 $222,2843
PATTY CONATY CHAIR1 $0$0$0 $02
DEBBIE TAKAMI VICE CHAIR1 $0$0$0 $01
RICK BOUTZ TRUSTEE1 $0$0$0 $01
CHARLENE CLARK TRUSTEE1 $0$0$0 $01
KARIN BROCKSBANK TRUSTEE1 $0$0$0 $01
HAL HUNT TRUSTEE1 $0$0$0 $01
PETER JOSS TRUSTEE1 $0$0$0 $01
DIANE KELLY TRUSTEE1 $0$0$0 $01
STEVE KOEHLER TRUSTEE1 $0$0$0 $01
CHRISTI SMITH TRUSTEE1 $0$0$0 $01
LOIS THOMASON TRUSTEE1 $0$0$0 $01
RAYE WENTWORTH TRUSTEE1 $0$0$0 $01
JUDI YOUNG TRUSTEE1 $0$0$0 $01
2023 · 14 people listed · 3 paid, $977K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO (THROUGH4 $0$505,520$114,999 $620,5193
JAMES MAXWELL CEO (BEG. 074 $0$268,519$52,056 $320,5753
CHARLES WELLS CFO (BEG. 106 $0$32,383$3,238 $35,6213
PATTY CONATY CHAIR1 $0$0$0 $02
HAL HUNT VICE CHAIR1 $0$0$0 $01
JUDI YOUNG TRUSTEE1 $0$0$0 $01
RICK BOUTZ TRUSTEE1 $0$0$0 $01
DEBBIE TAKAMI TRUSTEE1 $0$0$0 $01
CHARLENE CLARK TRUSTEE1 $0$0$0 $01
KARIN BROCKSBANK TRUSTEE1 $0$0$0 $01
PETER JOSS TRUSTEE1 $0$0$0 $01
DIANE KELLY TRUSTEE1 $0$0$0 $01
CHRISTI SMITH TRUSTEE1 $0$0$0 $01
LOIS THOMASON TRUSTEE1 $0$0$0 $01
2022 · 12 people listed · 2 paid, $608K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER PRESIDENT/CE4 $0$328,233$35,080 $363,3133
JAMES MAXWELL VP FINANCE/C6 $0$220,478$24,605 $245,0833
JUDI YOUNG CHAIR1 $0$0$0 $01
PATTY CONATY VICE CHAIR1 $0$0$0 $02
SID BARTH TRUSTEE1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
PETER JOSS TRUSTEE1 $0$0$0 $01
HARRIET VAN WYCK TRUSTEE1 $0$0$0 $01
LOIS THOMASON TRUSTEE1 $0$0$0 $01
HAL HUNT TRUSTEE1 $0$0$0 $01
CHRISTI SMITH TRUSTEE1 $0$0$0 $01
DIANE KELLY TRUSTEE1 $0$0$0 $01
2021 · 13 people listed · 2 paid, $561K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER PRESIDENT/CE4 $0$296,704$29,364 $326,0683
JAMES MAXWELL VP FINANCE/C6 $0$213,093$21,534 $234,6273
JUDI YOUNG CHAIR1 $0$0$0 $01
CORREEN MORRILL VICE CHAIR1 $0$0$0 $01
TOM WHITE TRUSTEE1 $0$0$0 $01
PATTY CONATY TRUSTEE1 $0$0$0 $02
HARRY FUHS TRUSTEE1 $0$0$0 $01
YVONNE GOODWATER TRUSTEE1 $0$0$0 $01
PETER JOSS TRUSTEE1 $0$0$0 $01
MARGARET PATTERSON TRUSTEE1 $0$0$0 $01
SID BARTH TRUSTEE1 $0$0$0 $01
BOB KOPPE TRUSTEE1 $0$0$0 $01
LOIS THOMASON TRUSTEE1 $0$0$0 $01
2020 · 13 people listed · 2 paid, $539K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$296,726$13,664 $310,3903
JAMES MAXWELL CFO6 $0$218,252$10,064 $228,3163
JUDI YOUNG CHAIR1 $0$0$0 $01
CORREEN MORRILL VICE CHAIR1 $0$0$0 $01
HARRIET VAN WYCK TRUSTEE1 $0$0$0 $01
YVONNE GOODWATER TRUSTEE1 $0$0$0 $01
PATTY CONATY TRUSTEE1 $0$0$0 $02
DORIS DYER TRUSTEE1 $0$0$0 $01
HARRY FUHS TRUSTEE1 $0$0$0 $01
PETER JOSS TRUSTEE1 $0$0$0 $01
MARGARET PATTERSON TRUSTEE1 $0$0$0 $01
LOIS REDMOND TRUSTEE1 $0$0$0 $01
TOM WHITE TRUSTEE1 $0$0$0 $01
2019 · 12 people listed · 2 paid, $424K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$219,783$26,380 $246,1633
JAMES MAXWELL CFO6 $0$159,125$18,369 $177,4943
HARRIET VAN WYCK CHAIR1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
JOHN PACKARD TRUSTEE1 $0$0$0 $01
HARRY FUHS TRUSTEE1 $0$0$0 $01
MARGARET PATTERSON TRUSTEE1 $0$0$0 $01
BRUCE PREUNINGER TRUSTEE1 $0$0$0 $01
LOIS REDMOND TRUSTEE1 $0$0$0 $01
CLAUDE SAPPINGTON TRUSTEE1 $0$0$0 $01
TOM WHITE TRUSTEE1 $0$0$0 $01
NEAL WINKLE TRUSTEE1 $0$0$0 $01
2018 · 12 people listed · 2 paid, $557K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$256,440$67,032 $323,4723
JAMES MAXWELL CFO6 $0$175,158$57,881 $233,0393
HARRIET VAN WYCK CHAIR1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
JOHN PACKARD TRUSTEE1 $0$0$0 $01
HARRY FUHS TRUSTEE1 $0$0$0 $01
BRUCE PREUNINGER TRUSTEE1 $0$0$0 $01
MARGARET PATTERSON TRUSTEE1 $0$0$0 $01
LOIS REDMOND TRUSTEE1 $0$0$0 $01
CLAUDE SAPPINGTON TRUSTEE1 $0$0$0 $01
TOM WHITE TRUSTEE1 $0$0$0 $01
NEAL WINKLE TRUSTEE1 $0$0$0 $01
2017 · 13 people listed · 2 paid, $455K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$249,211$22,987 $272,1983
JAMES MAXWELL CFO6 $0$165,605$17,198 $182,8033
MARK LESTER CHAIR1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
FRANK FAHA TRUSTEE1 $0$0$0 $01
HARRY FUHS TRUSTEE1 $0$0$0 $01
BILL LUTZ TRUSTEE1 $0$0$0 $01
MARGARET PATTERSON TRUSTEE1 $0$0$0 $01
LOIS REDMOND TRUSTEE1 $0$0$0 $01
CLAUDE SAPPINGTON TRUSTEE1 $0$0$0 $01
HARRIET VAN WYCK TRUSTEE1 $0$0$0 $01
TOM WHITE TRUSTEE1 $0$0$0 $01
NEAL WINKLE TRUSTEE1 $0$0$0 $01
2016 · 13 people listed · 2 paid, $433K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$232,632$22,400 $255,0323
JAMES MAXWELL CFO6 $0$160,915$16,742 $177,6573
MARK LESTER CHAIR1 $0$0$0 $01
SUE MORRIS TRUSTEE1 $0$0$0 $01
CLAUDE SAPPINGTON TRUSTEE1 $0$0$0 $01
BILL LUTZ TRUSTEE1 $0$0$0 $01
FRANK FAHA TRUSTEE1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
LARRY HAYDEN TRUSTEE1 $0$0$0 $01
LOIS REDMOND TRUSTEE1 $0$0$0 $01
TOM WHITE TRUSTEE1 $0$0$0 $01
NEIL WINKLE TRUSTEE1 $0$0$0 $01
HARRIET VAN WYCK TRUSTEE1 $0$0$0 $01
2015 · 12 people listed · 2 paid, $363K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$209,506$19,753 $229,2593
JAMES MAXWELL CFO6 $0$118,500$15,096 $133,5963
ELSA DISTELHORST CHAIR1 $0$0$0 $01
SUE MORRIS VICE CHAIR1 $0$0$0 $01
NANCY ASTON TRUSTEE1 $0$0$0 $01
FRANK FAHA TRUSTEE1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
KAY FREEHILL TRUSTEE1 $0$0$0 $01
MARY HEATH TRUSTEE1 $0$0$0 $01
NEAL WINKLE TRUSTEE1 $0$0$0 $01
MARK LESTER TRUSTEE1 $0$0$0 $01
GENNY KEELER TRUSTEE1 $0$0$0 $01
2014 · 13 people listed · 3 paid, $490K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$207,801$18,474 $226,2753
JAMES MAXWELL CFO6 $0$120,833$13,552 $134,3853
JAAK JUHKENTAAL COO2 $0$117,027$12,460 $129,4872
ELSA DISTELHORST CHAIR1 $0$0$0 $01
SUE MORRIS VICE CHAIR1 $0$0$0 $01
NANCY ASTON IMM PAST CHA1 $0$0$0 $01
FRANK FAHA TRUSTEE1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
KAY FREEHILL TRUSTEE1 $0$0$0 $01
MARY HEATH TRUSTEE1 $0$0$0 $01
NEAL WINKLE TRUSTEE1 $0$0$0 $01
MARK LESTER TRUSTEE1 $0$0$0 $01
GENNY KEELER TRUSTEE1 $0$0$0 $01
2013 · 11 people listed · 3 paid, $506K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$171,535$41,968 $213,5033
JAMES MAXWELL CFO6 $0$123,432$29,926 $153,3583
JAAK JUHKENTAAL COO2 $0$115,277$23,793 $139,0702
NANCY ASTON PAST CHAIR1 $0$0$0 $01
FRANK FAHA TRUSTEE1 $0$0$0 $01
BILL LUTZ TRUSTEE1 $0$0$0 $01
SUE MORRIS VICE CHAIR1 $0$0$0 $01
KAY FREEHILL TRUSTEE1 $0$0$0 $01
DORIS DYER TRUSTEE1 $0$0$0 $01
ELSA DISTELHORST CHAIR1 $0$0$0 $01
MARY HEATH TRUSTEE1 $0$0$0 $01
2012 · 12 people listed · 3 paid, $452K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$173,070$15,431 $188,5013
JAMES MAXWELL CFO6 $0$123,640$12,401 $136,0413
JAAK JUHKENTAAL COO2 $0$115,477$11,901 $127,3782
NANCY ASTON PAST CHAIR1 $0$0$0 $01
FRANK FAHA TRUSTEE1 $0$0$0 $01
BILL LUTZ TRUSTEE1 $0$0$0 $01
SUE MORRIS VICE CHAIR1 $0$0$0 $01
DR JONATHAN HOLLOWAY TRUSTEE1 $0$0$0 $01
DORIS DYER ADV CHAIR1 $0$0$0 $01
ELSA DISTELHORST CHAIR1 $0$0$0 $01
CONNIE MILTON TRUSTEE1 $0$0$0 $02
BILL MARINEAU ADV CHAIR1 $0$0$0 $01
2011 · 13 people listed · 3 paid, $420K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$166,800$18,339 $185,1393
JAAK JUHKENTAAL COO2 $0$109,424$13,234 $122,6582
JAMES MAXWELL CFO6 $0$98,404$13,448 $111,8523
NANCY ASTON CHAIR1 $0$0$0 $01
LASA KAUL TRUSTEE1 $0$0$0 $01
PEGGYSUE ELLIS TRUSTEE1 $0$0$0 $01
BETTY SCOTT TRUSTEE1 $0$0$0 $01
SUE MORRIS TRUSTEE1 $0$0$0 $01
DR JONATHAN HOLLOWAY TRUSTEE1 $0$0$0 $01
GENNY KEELER ADV CHAIR1 $0$0$0 $01
ELSA DISTELHORST TRUSTEE1 $0$0$0 $01
CONNIE MILTON TRUSTEE1 $0$0$0 $02
STAN FERGIN ADV CHAIR1 $0$0$0 $01
2010 · 13 people listed · 3 paid, $424K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN CURRYER CEO4 $0$164,125$16,510 $180,6353
JAAK JUHKENTAAL COO2 $0$112,925$12,339 $125,2642
JAMES MAXWELL CFO6 $0$105,250$12,685 $117,9353
NANCY ASTON CHAIR1 $0$0$0 $01
LASA KAUL TRUSTEE1 $0$0$0 $01
JIM MITCHELL TRUSTEE1 $0$0$0 $01
BETTY SCOTT TRUSTEE1 $0$0$0 $01
SUE MORRIS TRUSTEE1 $0$0$0 $01
DR JONATHAN HOLLOWAY TRUSTEE1 $0$0$0 $01
GENNY KEELER ADV CHAIR1 $0$0$0 $01
ELSA DISTELHORST TRUSTEE1 $0$0$0 $01
CONNIE MILTON TRUSTEE1 $0$0$0 $02
STAN FERGIN ADV CHAIR1 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 4 grants to organizations · $451K
2023 · 4 grants to organizations · $546K
2022 · 4 grants to organizations · $617K
2021 · 4 grants to organizations · $467K
2020 · 4 grants to organizations · $284K
2019 · 4 grants to organizations · $355K
2018 · 4 grants to organizations · $266K
2017 · 4 grants to organizations · $278K
2016 · 4 grants to organizations · $290K
2015 · 4 grants to organizations · $321K
2014 · 4 grants to organizations · $421K
2013 · 4 grants to organizations · $425K
2012 · 4 grants to organizations · $402K
2011 · 4 grants to organizations · $158K
2010 · 4 grants to organizations · $153K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-05-31 · view filing · original 990 ↗
$1,415,471$488,313 $13,103,033$12,492,887 $805,071$0 -013
2023 · Form 990 period ending 2024-05-31 · view filing · original 990 ↗
$1,225,505$576,450 $11,266,408$11,069,752 $814,271$0 -011
2022 · Form 990 period ending 2023-05-31 · view filing · original 990 ↗
$1,080,834$659,368 $9,419,389$9,238,683 $772,165$0 -010
2021 · Form 990 period ending 2022-05-31 · view filing · original 990 ↗
$1,713,785$496,688 $9,211,984$9,060,239 $1,438,419$0 -0-
2020 · Form 990 period ending 2021-05-31 · view filing · original 990 ↗
$1,819,828$309,263 $9,047,696$8,850,520 $450,574$0 -0-
2019 · Form 990 period ending 2020-05-31 · view filing · original 990 ↗
$693,932$374,711 $7,073,918$6,890,732 $485,946$0 -0-
2018 · Form 990 period ending 2019-05-31 · view filing · original 990 ↗
$536,164$288,265 $6,462,414$6,314,982 $311,883$0 -0-
2017 · Form 990 period ending 2018-05-31 · view filing · original 990 ↗
$574,647$297,347 $6,286,089$6,118,963 $392,033$0 -0-
2016 · Form 990 period ending 2017-05-31 · view filing · original 990 ↗
$893,069$312,065 $5,598,854$5,534,755 $706,339$0 -0-
2015 · Form 990 period ending 2016-05-31 · view filing · original 990 ↗
$424,382$354,959 $4,882,865$4,548,370 $238,065$0 -0-
2014 · Form 990 period ending 2015-05-31 · view filing · original 990 ↗
$518,886$443,574 $4,955,586$4,664,628 $319,153$0 -0-
2013 · Form 990 period ending 2014-05-31 · view filing · original 990 ↗
$890,043$472,181 $4,562,765$4,449,011 $237,813$0 -0-
2012 · Form 990 period ending 2013-05-31 · view filing · original 990 ↗
$1,095,720$463,446 $4,296,648$4,260,362 $923,753$0 -0-
2011 · Form 990 period ending 2012-05-31 · view filing · original 990 ↗
$604,877$208,271 $3,320,823$3,318,393 $453,778$0 -0-
2010 · Form 990 period ending 2011-05-31 · view filing · original 990 ↗
$344,252$184,801 $3,191,979$3,181,523 $165,376$0 -0-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

6 grantors reported grants to this organization, $204,786 in all, tax years 2012 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2014, 2020-2024 6$115,255 2024$23,200
show
INNOVIA FOUNDATION DAF sponsor Exact 2018, 2021-2024 5$72,931 2024$33,415
show
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2024 1$10,000 2024$10,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018 1$6,000 2018$6,000
show
PRUDENTIAL FOUNDATION INC Private foundation Fuzzy filed as “ROCKWOOD RESIDENTS FOUNDATION” 2013-2014 3$525 2014$100
show
JONATHAN A HOLLOWAY FOUNDATION Private foundation Fuzzy filed as “ROCKWOOD RESIDENTS FOUNDATION” 2012 1$75 2012$75
show

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KAWABE MEMORIAL HOUSE FOUNDATIONWAP75 $2,673,603$2,485,661 EXECUTIVE DI$170,869 Same NTEE code P75, revenue within 2x, same state
FAIRFIELD CAREWAP75 $2,335,137$2,470,232 President$0 Same NTEE code P75, revenue within 2x, same state
NORTHAVEN DEVELOPMENTWAP75 $2,366,720$2,760,110 Trustee$72,977 Same NTEE code P75, revenue within 2x, same state
NORSE HOME INCWAP75 $845,796$4,098,750 PRESIDENT & CEO$1,214,260 Same NTEE code P75, revenue within 2x, same state
AMERICAN BAPTIST RETIREMENT HOMES INCWAP75 $2,745,571$1,194,027 Administrator$81,446 Same NTEE code P75, revenue within 2x, same state
HILL-RAY PLAZAWAP75 $1,177,074$1,016,786 Director$0 Same NTEE code P75, revenue within 2x, same state
GERMAN RETIREMENT HOME OF THE STATE OF WASHINGTON INCWAP75 $1,618,439$1,352,133 PRESIDENT & CEO$1,214,260 Same NTEE code P75, revenue within 2x, same state
VASA ORDER OF AMERICAWAP75 $2,002,590$282,241 Executive Dir.$25,650 Same NTEE code P75, revenue within 2x, same state
CARMEL FOUNDATIONCAP75 $2,753,154$3,126,112 Fmr Finance Dir$134,137 Same NTEE code P75, revenue within 2x, similar mission
ROSE VILLA FOUNDATION INCORP75 $745,459$701,215 MAR '24) & TREASURER (AS OF SEP '24)$231,805 Same NTEE code P75, revenue within 2x
OAK CREST RESIDENCE ASSOCIATIONILP75 $1,701,825$2,059,898 EXECUTIVE DIRECTOR$150,576 Same NTEE code P75, revenue within 2x
ASSISTED LIVING FOUNDATION OF AMERICACAP75 $2,364,854$881,274 PRESIDENT &$0 Same NTEE code P75, revenue within 2x
NORTH WOODRIVER FOUNDATIONILP75 $1,331,001$1,328,141 President$0 Same NTEE code P75, revenue within 2x
MILTON RESIDENCES FOR THE ELDERLY INCMAP75 $1,773,247$1,731,112 EXECUTIVE DIRECTOR$217,122 Same NTEE code P75, revenue within 2x
FELLOWSHIPLIFE FOUNDATION INCNJP75 $2,512,595$5,377,333 DIRECTOR, PRESIDENT & CEO$835,231 Same NTEE code P75, revenue within 2x
ROUTT COUNTY FOUNDATION FOR SENIOR CITIZENS INCCOP75 $782,757$455,974 President$0 Same NTEE code P75, revenue within 2x
PARK HILL RESIDENCE INCCOP75 $1,304,557$1,386,729 CEO$167,350 Same NTEE code P75, revenue within 2x
BETHANY HOME FOUNDATION INCRIP75 $1,045,105$1,130,839 ADMINISTRATOR$180,360 Same NTEE code P75, revenue within 2x
STONEHILL BENEVOLENT FOUNDATIONIAP75 $808,341$486,051 Chair$0 Same NTEE code P75, revenue within 2x
JOHN KNOX VILLAGE FOUNDATIONMOP75 $1,204,427$870,038 PREMIERLIFE PRESIDENT AND CEO$1,127,465 Same NTEE code P75, revenue within 2x
HILL TOP HERITAGE FOUNDATIONS GORDON HOFFNERNDP75 $961,638$85,573 Foundation Director$25,420 Same NTEE code P75, revenue within 2x
EASTWOOD RESIDENTIAL LIVING INCOHP75 $2,000,342$1,879,278 PRESIDENT$0 Same NTEE code P75, revenue within 2x
SENIOR HOUSING OF MIDDLETONWIP75 $1,225,261$1,310,617 PRESIDENT$355,757 Same NTEE code P75, revenue within 2x, similar mission

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
OREGON JEWISH COMMUNITY FOUNDATION DAF sponsor$3,125,26223 12013–2024 ROBISON JEWISH HOME
JEWISH FEDERATION OF GREATER PORTLAND DAF sponsor$2,846,34413 12010–2022 ROBISON JEWISH HOME
SONOMA COUNTY COMMUNITY FOUNDATION DAF sponsor$1,040,2818 12017–2024 SWEETWATER SPECTRUM INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$945,00010 22019–2024 CARMEL FOUNDATION; SWEETWATER SPECTRUM INC
CINCINNATI FOUNDATION FOR THE AGED Private foundation$656,18215 12010–2024 ST MARGARET HALL
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$600,66429 62014–2024 SWEETWATER SPECTRUM INC; CARMEL FOUNDATION; ROBISON JEWISH HOME; ATTIC ANGEL ASSOCIATION and 2 more
VICTOR E SPEAS FOUNDATION- 10 04464 00 Private foundation$535,0003 12019–2024 JOHN KNOX VILLAGE FOUNDATION
ROSALIE K MUGELE MEMORIAL TRUST 02-39151 Private foundation$491,1356 12019–2024 ALTENHEIM-GERMAN OLD PEOPLES HOME-
DOROTHY E SWANSON CHARITABLE TRUST Private foundation$487,48116 12010–2025 HELP ADULT SERVICES
OREGON COMMUNITY FOUNDATION DAF sponsor$467,59511 12014–2024 ROBISON JEWISH HOME
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$442,22119 82016–2024 ATTIC ANGEL ASSOCIATION; JOHN KNOX VILLAGE FOUNDATION; SWEETWATER SPECTRUM INC; ROBISON JEWISH HOME and 4 more
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$309,4605 22012–2021 SWEETWATER SPECTRUM INC; COMMUNITY HOUSING RESOURCE PARTNERS INC
COLLIER COMMUNITY FOUNDATION INC DAF sponsor$288,31016 12009–2024 DR PIPER CENTER FOR SOCIAL SERVICES INC
COMMUNITY FOUNDATION FOR MONTEREY COUNTY DAF sponsor$249,8195 12010–2016 CARMEL FOUNDATION
MANITOU FUND Private foundation$220,0005 12019–2022 SWEETWATER SPECTRUM INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $488,313 spent · pay $0 · grants $451,363 · events $11,160
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $451,363$451,363-- 92.4%
Fees: investment management $25,197-$25,197- 5.2%
Fees: other services $10,076-$10,076- 2.1%
Office expenses $1,677-$1,677- 0.3%
Fundraising events Eventdirect expenses; gross income $70,195$11,160reported apart
Total$488,313100%

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2023 · Form 990 · $576,450 spent · pay $0 · grants $545,911 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $545,911$545,911-- 94.7%
Fees: investment management $27,230-$27,230- 4.7%
Fees: other services $3,016-$3,016- 0.5%
Office expenses $293-$293- 0.1%
Total$576,450100%

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2022 · Form 990 · $659,368 spent · pay $0 · grants $616,654 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $616,654$616,654-- 93.5%
Fees: investment management $22,500-$22,500- 3.4%
Fees: other services $13,430-$13,430- 2.0%
All other expenses $4,026-$4,026- 0.6%
Office expenses $2,758-$2,758- 0.4%
Fundraising events Eventdirect expenses; gross income $35,911-reported apart
Total$659,368100%

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2021 · Form 990 · $496,688 spent · pay $0 · grants $466,675 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $466,675$466,675-- 94.0%
Fees: investment management $25,341-$25,341- 5.1%
Fees: other services $4,672-$4,672- 0.9%
Total$496,688100%

View the filing

2020 · Form 990 · $309,263 spent · pay $0 · grants $283,954 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $283,954$283,954-- 91.8%
Fees: investment management $20,487-$20,487- 6.6%
Fees: other services $4,817-$4,817- 1.6%
Office expenses $5-$5- 0.0%
Total$309,263100%

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2019 · Form 990 · $374,711 spent · pay $0 · grants $355,169 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $355,169$355,169-- 94.8%
Fees: investment management $19,413-$19,413- 5.2%
Fees: other services $129-$129- 0.0%
Total$374,711100%

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2018 · Form 990 · $288,265 spent · pay $0 · grants $266,018 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $266,018$266,018-- 92.3%
Fees: investment management $17,733-$17,733- 6.2%
Fees: other services $3,502-$3,502- 1.2%
Office expenses $1,012-$1,012- 0.4%
Total$288,265100%

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2017 · Form 990 · $297,347 spent · pay $0 · grants $278,017 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $278,017$278,017-- 93.5%
Fees: investment management $17,154-$17,154- 5.8%
Fees: other services $2,140-$2,140- 0.7%
Office expenses $36-$36- 0.0%
Total$297,347100%

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2016 · Form 990 · $312,065 spent · pay $0 · grants $290,112 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $290,112$290,112-- 93.0%
Fees: investment management $17,557-$17,557- 5.6%
Office expenses $3,289-$3,289- 1.1%
Fees: other services $787-$787- 0.3%
Fees: legal $320-$320- 0.1%
Total$312,065100%

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2015 · Form 990 · $354,959 spent · pay $0 · grants $321,010 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $321,010$321,010-- 90.4%
Fees: investment management $18,855-$18,855- 5.3%
Fees: other services $11,044-$11,044- 3.1%
Office expenses $4,050-$4,050- 1.1%
Total$354,959100%

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2014 · Form 990 · $443,574 spent · pay $0 · grants $421,298 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $421,298$421,298-- 95.0%
Fees: investment management $18,210-$18,210- 4.1%
Office expenses $3,264-$3,264- 0.7%
Fees: other services $802-$802- 0.2%
Total$443,574100%

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2013 · Form 990 · $472,181 spent · pay $0 · grants $424,808 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $424,808$424,808-- 90.0%
Fees: investment management $33,831-$33,831- 7.2%
Fees: other services $11,784-$11,784- 2.5%
Fees: accounting $1,461-$1,461- 0.3%
Office expenses $297-$297- 0.1%
Total$472,181100%

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2012 · Form 990 · $463,446 spent · pay $0 · grants $402,263 · events $44
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $402,263$402,263-- 86.8%
Fees: investment management $33,778-$33,778- 7.3%
Fees: other services $26,662-$26,662- 5.8%
Office expenses $743-$743- 0.2%
Fundraising events Eventdirect expenses; gross income -$44reported apart
Total$463,446100%

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2011 · Form 990 · $208,271 spent · pay $0 · grants $158,170 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $158,170$158,170-- 75.9%
Fees: investment management $26,816-$26,816- 12.9%
Fees: other services $18,171-$18,171- 8.7%
Fees: legal $4,446-$4,446- 2.1%
Other (as described)OTHER $526-$526- 0.3%
Office expenses $142-$142- 0.1%
Total$208,271100%

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2010 · Form 990 · $184,801 spent · pay $0 · grants $152,574 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $152,574$152,574-- 82.6%
Fees: investment management $15,451-$15,451- 8.4%
Fees: other services $15,421-$15,421- 8.3%
Fees: legal $1,101-$1,101- 0.6%
Office expenses $254-$254- 0.1%
Total$184,801100%

View the filing

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