Nonprofit · EIN 91-1472275
ROCKWOOD RESIDENTS FOUNDATION
Tax-exempt · SPOKANE, WA 99223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,415,471 | $488,313 | $927,158 | $13,103,033 | $610,146 | $12,492,887 |
| May 31, 2024 | 990 | $1,225,505 | $576,450 | $649,055 | $11,266,408 | $196,656 | $11,069,752 |
| May 31, 2023 | 990 | $1,080,834 | $659,368 | $421,466 | $9,419,389 | $180,706 | $9,238,683 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $805,071
- Program service revenue
- $0
- Investment income
- $454,840
- Net gain from sales of assets
- $29,309
- Net income from fundraising events
- $59,035
- Net income from sales of inventory
- $96,525
- Other revenue
- $155,560
Expenses
- Grants and similar amounts paid
- $451,363
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $451,363
- Management and general (functional)
- $36,950
Balance sheet and other
- Total assets, start of year
- $11,266,408
- Total assets, end of year
- $13,103,033
- Total liabilities, end of year
- $610,146
- Net assets, end of year
- $12,492,887
- Publicly traded securities
- $12,222,487
- Net assets without donor restrictions
- $3,874,548
- Net assets with donor restrictions
- $8,618,339
- Gross receipts
- $1,429,259
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1990
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES MAXWELL | CEO Officer | 4 | $0 | $418,760 | $38,835 |
| CHARLES WELLS | CFO Officer | 6 | $0 | $204,372 | $17,912 |
| PATTY CONATY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBBIE TAKAMI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICK BOUTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLENE CLARK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KARIN BROCKSBANK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HAL HUNT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETER JOSS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANE KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE KOEHLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTI SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOIS THOMASON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAYE WENTWORTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDI YOUNG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALAN CURRYER | CEO (THROUGH Officer | 4 | $0 | $505,520 | $114,999 |
| JAMES MAXWELL | CEO (BEG. 07 Officer | 4 | $0 | $268,519 | $52,056 |
| CHARLES WELLS | CFO (BEG. 10 Officer | 6 | $0 | $32,383 | $3,238 |
| PATTY CONATY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HAL HUNT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDI YOUNG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK BOUTZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE TAKAMI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLENE CLARK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KARIN BROCKSBANK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETER JOSS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANE KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTI SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOIS THOMASON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALAN CURRYER | PRESIDENT/CE Officer | 4 | $0 | $328,233 | $35,080 |
| JAMES MAXWELL | VP FINANCE/C Officer | 6 | $0 | $220,478 | $24,605 |
| JUDI YOUNG | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PATTY CONATY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SID BARTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DORIS DYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETER JOSS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HARRIET VAN WYCK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LOIS THOMASON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HAL HUNT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTI SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DIANE KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2903 E 25TH AVE STE OFC, SPOKANE, WA 99223-4963
- Principal officer (990 for 2024)
- JAMES MAXWELL, 2903 E 25TH AVE STE OFC, SPOKANE, WA 99223
- Signed the 990
- CHARLES WELLS, CFO
- Phone
- (509) 536-6650
- Return prepared by
- DZA PLLC
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.
Program accomplishments
- ASSISTANCE TO SPOKANE UNITED METHODIST HOMES (ROCKWOOD SOUTH), TO COMPENSATE IT FOR AMOUNTS NOT RECEIVED FROM RESIDENTS WHO ARE UNABLE TO MAKE MONTHLY SERVICE FEE PAYMENTS. ASSISTANCE TO SPOKANE UNITED METHODIST HOMES (ROCKWOOD SOUTH HILL AND ROCKWOOD AT WHITWORTH) FOR COMMUNITY IMPROVEMENTS/ADDITIONS, OTHER RESIDENT PROGRAMS AND SUPPORT FOR EMPLOYEE PROGRAMS. THE FOUNDATION CONTRIBUTED APPROXIMATELY 298,000 TO COMPENSATE FOR RESIDENTS UNABLE TO PAY, APPROXIMATELY 77,000 FOR THE RESIDENT BENEFIT PROGRAM, APPROXIMATELY 6,000 FOR CAPITAL CONTRIBUTIONS, AND APPROXIMATELY 71,000 FOR EMPLOYEE SUPPORT DURING THE YEAR ENDED MAY 31, 2025.Expenses $451,363 · grants $451,363
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1472275
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1990
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75J)
- Assets (IRS master file)
- $13,103,033
- Income (IRS master file)
- $1,429,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,415,471 | $488,313 | $13,103,033 | XML |
| 990 | May 2024 | $1,225,505 | $576,450 | $11,266,408 | XML |
| 990 | May 2023 | $1,080,834 | $659,368 | $9,419,389 | XML |
| 990 | May 2022 | $1,713,785 | $496,688 | $9,211,984 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1472275).
Questions about ROCKWOOD RESIDENTS FOUNDATION
- What is the EIN of ROCKWOOD RESIDENTS FOUNDATION?
- The employer identification number (EIN) of ROCKWOOD RESIDENTS FOUNDATION is 91-1472275.
- Is ROCKWOOD RESIDENTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ROCKWOOD RESIDENTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ROCKWOOD RESIDENTS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROCKWOOD RESIDENTS FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKWOOD RESIDENTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ROCKWOOD RESIDENTS FOUNDATION?
- The 990 for the year ended May 31, 2025 names JAMES MAXWELL.
- Who are the officers and directors of ROCKWOOD RESIDENTS FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROCKWOOD RESIDENTS FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,415,471, expenses of $488,313 and total assets of $13,103,033 at year end.
Other nonprofits in SPOKANE
- SPOKANE UNITED METHODIST HOMES EIN 91-0715658 · last filed 990 for 2025
- CATHOLIC CHARITIES OF SPOKANE EIN 91-0569880 · last filed 990 for 2024
- SPOKANE NEIGHBORHOOD ACTION PARTNERS EIN 91-1311127 · last filed 990 for 2024
- FAMILY IMPACT NETWORK EIN 47-1405203 · last filed 990 for 2025
- HOSPICE OF SPOKANE EIN 91-0995069 · last filed 990 for 2024
- YOUNG WOMENS CHRISTIAN ASSOCIATION EIN 91-0565025 · last filed 990 for 2024
- THRIVE INTERNATIONAL EIN 87-3567688 · last filed 990 for 2024
- THE HUTTON SETTLEMENT EIN 91-0564969 · last filed 990-PF for 2025