Rose Giving Inc (EIN 264736619) - 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

2009

Legal Domicile

Principal Officer

Cathy Gendreau

Phone

7637950831

Tax Period

2023-01-01 to 2023-12-31

Rose Giving Inc, founded in 2009, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $169K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $161K left a modest 5% surplus.

Mission

ROSE stands for Reach Out * Serve * EmpowerWe are a group of highly motivated, caring, TPC Twin Cities women members who share a commitment to make a difference in our community. We organize and host public fundraisers to benefit local charities. We also serve as volunteers for other charitable events hosted by TPC Twin Cities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $164,833

Program Service Revenue $0

Investment Income $79

Other Revenue $4,434

TOTAL REVENUE $169,346

Expense Breakdown

Grants Paid $143,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $155,116

Other Expenses $18,246

TOTAL EXPENSES $161,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,346	$153,453	+0.1%
Expenses	$161,246	$159,905	+0.0%
Net Income	$8,100	$-6,452	-2.3%

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

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
Joanna Kelzenberg	Communications	0.50	Director	$0	$0	$0
Wendy Fox	Board Member	0.50	Director	$0	$0	$0
Nancy Fisher	Board Member	0.50	Director	$0	$0	$0
Sharon Krumme	Past President	0.50	Director	$0	$0	$0
Laura Gust	President	1.00	Officer	$0	$0	$0
Cathy Gendreau	Vice President	1.00	Officer	$0	$0	$0
Judy Vijums	Treasurer	1.00	Officer	$0	$0	$0
Lauren Orwoll	Secretary	1.00	Officer	$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	No data	No data	No data	No data
2023	$169,346	$161,246	$65,485	$8,100
2022	$153,453	$159,905	$57,384	$-6,452
2021	$176,000	$154,433	$63,836	$21,567
2019	$186,349	$180,097	$48,863	$6,252
2018	$165,775	$163,287	$42,611	$2,488

Rose Giving Inc