The Rosewood Initiative (EIN 273823320) - 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

2010

Legal Domicile

Principal Officer

Sabrina Wilson

Tax Period

2023-01-01 to 2023-12-31

The Rosewood Initiative, founded in 2010, is a community nonprofit in the Community Improvement sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 65% operating margin.

Mission

Building a safe, healthy and vibrant community where neighbors can thrive together.

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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 $3,209,203

Program Service Revenue $131,223

Investment Income $0

Other Revenue $42,546

TOTAL REVENUE $3,382,972

Expense Breakdown

Grants Paid $48,750

Salaries & Benefits $717,329

Fundraising Expenses $82,371

Program Expenses $1,034,662

Other Expenses $411,772

TOTAL EXPENSES $1,177,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,382,972	$2,541,598	+0.3%
Expenses	$1,177,851	$1,270,498	-0.1%
Net Income	$2,205,121	$1,271,100	+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

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

$101,435

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sabrina Wilson	Executive Director	40.00	Officer	$97,993	$3,442	$101,435
LA Walker	Board Member	1.00	Director	$0	$0	$0
Georgia West	Board Member	1.00	Director	$0	$0	$0
Jonah Gjertson	Board Member	1.00	Director	$0	$0	$0
Sharon Thomas Hinds	Board Member	1.00	Director	$0	$0	$0
Anne Castleton	Board Member	1.00	Director	$0	$0	$0
Aja McLeggan	Board Member	1.00	Director	$0	$0	$0
Cynthia Castro	Board Member	1.00	Director	$0	$0	$0
Adrienne Enriquez	Board Member	1.00	Director	$0	$0	$0
Nancy Molina	Secretary	2.00	Officer Director	$0	$0	$0
Ginger Damron	Treasurer	2.00	Officer Director	$0	$0	$0
Malia Pham	Vice Chair	2.00	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
2024	No data	No data	No data	No data
2023	$3,382,972	$1,177,851	$5,397,631	$2,205,121
2022	$2,541,598	$1,270,498	$3,175,549	$1,271,100
2021	$1,793,131	$1,010,219	$1,649,574	$782,912
2020	$1,660,681	$1,211,154	$852,314	$449,527
2019	$738,310	$722,300	$382,193	$16,010
2018	$495,266	$610,563	$363,342	$-115,297

The Rosewood Initiative