ROSEMOOR FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

MARY ELISE ECKMAN

Phone

6467422846

Tax Period

2024-01-01 to 2024-12-31

ROSEMOOR FOUNDATION INC, founded in 1985, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $4.3M left a modest 11% surplus.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR A VARIETY OF APOSTOLIC INITIATIVES, CENTERS AND ACTIVITIES WHOSE ORIGIN AND MISSION ARE INSPIRED BY THE CATHOLIC PRELATURE OF OPUS DEI.

Program Service Accomplishments

Program 1

Expenses: $4,085,355

FINANCIAL SUPPORT FOR CONSTRUCTION OR MAINTENANCE OF PROGRAM FACILITIES AND SUPPORT OF EDUCATIONAL AND SPIRITUAL GUIDANCE PROGRAMS.

Program 2

Expenses: $201,730

SCHOLARSHIPS AND OTHER SPECIFIC ASSISTANCE TO QUALIFYING INDIVIDUALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,392,173

Program Service Revenue $0

Investment Income $384,393

Other Revenue $118,712

TOTAL REVENUE $4,895,278

Expense Breakdown

Grants Paid $4,194,592

Salaries & Benefits $15,881

Fundraising Expenses $1,877

Program Expenses $4,287,085

Other Expenses $125,891

TOTAL EXPENSES $4,336,364

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,895,278	$5,292,198	-0.1%
Expenses	$4,336,364	$7,466,307	-0.4%
Net Income	$558,914	$-2,174,109	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ELISE ECKMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JACQUELINE TAYLOR	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
MARIE OATES	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA ROMAN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
TONA VARELA	TREASURER	5.00	Officer Director	$0	$0	$0
MARIA SOCORRO RODRIGUEZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,895,278	$4,336,364	$10,465,345	$558,914
2023	$5,292,198	$7,466,307	$10,213,745	$-2,174,109
2022	$5,553,882	$5,259,004	$10,398,971	$294,878
2021	$6,090,553	$3,421,386	$10,032,133	$2,669,167
2020	$5,184,807	$3,128,656	$7,514,518	$2,056,151
2019	$5,751,460	$3,976,337	$5,308,953	$1,775,123
2018	$4,015,154	$3,768,007	$4,493,356	$247,147