Boomers Forever
Nonprofit profile at a glance
- EIN
- 464459688
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025
- Location
- Walnut Creek, CA, USA
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Recreational l Clubs
Reported finances
- Revenue
- $86,456
- Expenses
- $83,519
- Assets
- $39,389
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Jane Witbrodt (President)
People named in this filing
- Jane Witbrodt (President)
- Pat Ranagan (Secretary)
- Fredarica Delamain (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
We are a very large senior community - about 9,800 residents. Boomers is organized to provide social events for members born in the boomer generation. Current membership is 720. Examples are 7 dances with live music average 260 attendance 2 BBQ monthly Trivia 120 monthly Schmooze casual get togethers40 Super Bowl viewing 210 Spring Brunch 60 monthly cookbook group 20 annual membership meeting 45. Utilize an Event Center 2 clubhouses with meeting rooms of various sizes.
What it reported doing in 2025
By expenses largest event is Winter Solstice. 260 attendees. Costs are rental of Event Center live band decorations caterer bar services voluntary drawing prizes donated fundraiser table goods center pieces photo booth one day liquor license.
Operating model
- Revenue model
- Membership-supported. 88% of the money available for current operations came from membership dues.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 76% for direct work, and 24% for grants.
The verdict
SUPPORTED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 51
- Transparency & Controls: 82
- Sustainability: 39
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 50.1%; rating input score 50
- Program expense ratio: 51.9%; rating input score 52
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 3.4%; rating input score 51; 51st percentile among comparable filings
- Total-asset coverage ratio: 0.47; rating input score 30; 30th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 50.1% of revenue deployed · 51.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $43K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 1 filing year from 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 50/100.
- Review — Financial Efficiency: Program expense ratio scored 52/100.
- Review — Sustainability: Operating margin scored 51/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.