MICHAEL S ROSEN FOUNDATION

EIN: 161489035 501(c)(3) Arts, Culture & Humanities

ROCHESTER, NY

Total Revenue
$41,453
Total Expenses
$203,870
Total Assets
$1,703,082
Net Assets
$1,703,082
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
NY
Principal Officer
MEREDITH DRAGON
Phone
5854610490
Tax Period
2023-07-01 to 2024-06-30

MICHAEL S ROSEN FOUNDATION, founded in 1995, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $41K in total revenue in fiscal year 2023. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $204K exceeded revenue, resulting in a 392% operating deficit.

Mission

TO PROVIDE GRANTS TO PROMOTE JEWISH LIFE AND SECURITY.

Program Service Accomplishments

Program 1
Expenses: $190,000

GRANTS WERE MADE TO PROMOTE CHANGES DETERMINED TO ENHANCE CREATIVE JEWISH LIFE AND SECURITY AND SOCIAL CONDITIONS FOR CREATIVE JEWISH LIVING.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $41,453
Other Revenue $0
TOTAL REVENUE $41,453

Expense Breakdown

Grants Paid $190,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $190,000
Other Expenses $13,870
TOTAL EXPENSES $203,870

Year-over-Year Comparison

2023 2022 Change
Revenue $41,453 $94,956 -0.6%
Expenses $203,870 $102,139 +1.0%
Net Income $-162,417 $-7,183 +21.6%
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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Governance

Voting Members
4
Independent Members
3
Employees
N/A
Volunteers
3

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
2
$323,665
Total Directors
4
$323,665
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERTA BORG DIRECTOR 0.50
Director
$0 $0 $0
MARILYN S ROSEN DIRECTOR 0.50
Director
$0 $0 $0
MICHAEL S ROSEN PRESIDENT 0.50
Officer Director
$0 $0 $0
MEREDITH DRAGON SECRETARY 0.50
Officer Director
$0 $30,887 $323,665
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
2025 No data No data No data No data
2024 $41,453 $203,870 $1,703,082 $-162,417
2023 $94,956 $102,139 $1,699,870 $-7,183
2022 $143,369 $104,175 $1,488,364 $39,194
2021 $68,368 $99,175 $2,141,641 $-30,807
2020 $108,467 $86,176 $1,451,050 $22,291
2019 $10,110 $86,175 $1,428,759 $-76,065
2018 $-10,156 $236,174 $1,504,824 $-246,330
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