THE ROSE FUND (EIN 204986493) - 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

2006

Legal Domicile

Principal Officer

CHRIS TOBIA

Phone

2158671805

Tax Period

2020-01-01 to 2020-12-31

THE ROSE FUND, founded in 2006, is a small nonprofit in the Public Safety sector that reported $364K in total revenue in fiscal year 2020. Revenue surged 503% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 24% operating margin.

Mission

THE PRIMARY PURPOSE IS TO PROVIDE FINANCIAL ASSISTANCE, REGARDLESS OF RELIGIOUS, CULTURAL OR ETHNIC BACKGROUND, TO EMPLOYEES OF THE ROSE GROUP AND THEIR FAMILIES WHEN THEY FACE SEVERE ECONOMIC HARDSHIP OF A CATASTROPHIC LIFE EVENT.

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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 (2020)

Revenue Breakdown

Contributions & Grants $363,162

Program Service Revenue $0

Investment Income $543

Other Revenue $0

TOTAL REVENUE $363,705

Expense Breakdown

Grants Paid $277,484

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $277,484

Other Expenses $100

TOTAL EXPENSES $277,584

Year-over-Year Comparison

	2020	2019	Change
Revenue	$363,705	$60,339	+5.0%
Expenses	$277,584	$44,650	+5.2%
Net Income	$86,121	$15,689	+4.5%

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

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
AMY ATCHISON	DIRECTOR	0.25	Director	$0	$0	$0
JENNFIER DIPAOLO	DIRECTOR	0.25	Director	$0	$0	$0
JIM THACKERAY	DIRECTOR	0.25	Director	$0	$0	$0
JOSH BRITTON	DIRECTOR	0.25	Director	$0	$0	$0
KAREN BLOSCHICAK THRU 83020	DIRECTOR	0.25	Director	$0	$0	$0
KIM BEERS	DIRECTOR	0.25	Director	$0	$0	$0
MARYFRANCES BONNER	DIRECTOR	0.25	Director	$0	$0	$0
STEPHANIE WALTER THRU 81220	DIRECTOR	0.25	Director	$0	$0	$0
PAUL ROCKELMANN	DIRECTOR-PRESIDENT	0.25	Officer Director	$0	$0	$0
DON MOROSKI	DIRECTOR-TREASURY	0.25	Officer Director	$0	$0	$0
LAUREN FRUCHTER THRU 10720	DIRECTOR-SECRETARY	0.25	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
2020	$363,705	$277,584	$231,097	$86,121

THE ROSE FUND