Leo Rose Jr and Charlotte Rose Family Supporting Foundation Inc (EIN 201819335) - Form 990 Financial Analysis & Trantor Score

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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

2004

Legal Domicile

Principal Officer

SCOTT KAPLAN

Phone

3055764000

Tax Period

2022-07-01 to 2023-06-30

Leo Rose Jr and Charlotte Rose Family Supporting Foundation Inc, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $18K in total revenue in fiscal year 2022. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $53K exceeded revenue, resulting in a 197% operating deficit.

Mission

TO SUPPORT THE GREATER MIAMI JEWISH FEDERATION AND OTHER SECTION 501(C)(3) ORGANIZATIONS, PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING PROGRAMS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $17,706

Other Revenue $0

TOTAL REVENUE $17,706

Expense Breakdown

Grants Paid $38,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,500

Other Expenses $14,007

TOTAL EXPENSES $52,507

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,706	$60,430	-0.7%
Expenses	$52,507	$81,191	-0.4%
Net Income	$-34,801	$-20,761	+0.7%

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

N/A

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

$1,102,019

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JACOB SOLOMON	BOARD MEMBER	Officer	$0	$279,869	$870,226
SCOTT KAPLAN	SECRETARY	Officer	$0	$20,694	$231,793
CAROL BAZARSKY	BOARD MEMBER	Director	$0	$0	$0
AMY N DEAN	BOARD MEMBER	Director	$0	$0	$0
BARBARA BLACK GOLDFARB	BOARD MEMBER	Director	$0	$0	$0
ELLEN ROSE	BOARD MEMBER	Director	$0	$0	$0
LEO ROSE III	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$17,706	$52,507	$912,113	$-34,801
2022	$60,430	$81,191	$880,098	$-20,761
2021	$33,183	$60,254	$977,779	$-27,071
2020	$53,302	$58,816	$796,732	$-5,514

Leo Rose Jr and Charlotte Rose Family Supporting Foundation Inc