JOAN ROSE FOUNDATION (EIN 273057377) - 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

2011

Legal Domicile

Principal Officer

DAVID PALMER

Phone

9166742095

Tax Period

2025-01-01 to 2025-12-31

JOAN ROSE FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $306K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $261K left a modest 15% surplus.

Mission

We run 3 feeding centers in the Jacmel region of Haiti. We also run an after school program and pay for private school tuition for several hundred children.

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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 (2025)

Revenue Breakdown

Contributions & Grants $305,889

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $305,889

Expense Breakdown

Grants Paid $259,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $261,336

Other Expenses $1,536

TOTAL EXPENSES $261,336

Year-over-Year Comparison

	2025	2024	Change
Revenue	$305,889	$275,500	+0.1%
Expenses	$261,336	$270,448	0.0%
Net Income	$44,553	$5,052	+7.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Palmer	President	20.00	Director	$0	$0	$0
Jeffrey Koons	Board Member	0.00	Officer	$0	$0	$0
Daniel Stengel-Katebini	Board Member	0.00	Officer	$0	$0	$0
Michael Lenchner	Board Member	0.00	Officer	$0	$0	$0
Brannin Mcbee	Board Member	0.00	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
2025	$305,889	$261,336	$252,372	$44,553
2025	$305,889	$261,336	$252,372	$44,553
2024	$275,500	$270,448	$220,360	$5,052
2023	$216,568	$239,011	$218,162	$-22,443
2023	$216,568	$239,011	$218,162	$-22,443
2022	$229,672	$227,835	$242,505	$1,837

JOAN ROSE FOUNDATION