ROSE FOUNDATION (EIN 311767199) - 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

2001

Legal Domicile

Principal Officer

FREDERICK HARON

Phone

7029226873

Tax Period

2023-10-01 to 2024-09-30

ROSE FOUNDATION, founded in 2001, is a small nonprofit in the Human Services sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 271% from the prior year, signaling strong growth momentum. Expenses of $153K left a modest 3% surplus.

Mission

TO ASSIST CLIENTS OF SOUTHERN NEVADA TO DEVELOP AND ACHIEVE THEIR POTENTIAL AS THEY TRANSITION TOWARD SELFSUFFICIENCY

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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 $136,755

Program Service Revenue $0

Investment Income $0

Other Revenue $20,838

TOTAL REVENUE $157,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,595

Other Expenses $152,595

TOTAL EXPENSES $152,595

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,593	$42,530	+2.7%
Expenses	$152,595	$87,980	+0.7%
Net Income	$4,998	$-45,450	-1.1%

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
WILLIAM MCCURDY II	SECRETARY	N/A	Officer	$0	$0	$0
RICHARD SEGERBLOM	DIRECTOR	N/A	Director	$0	$0	$0
FREDERICK HARON	TREASURER	N/A	Officer	$0	$0	$0
LEWIS JORDAN	PRESIDENT	N/A	Officer	$0	$0	$0
MARISSA BROWN	DIRECTOR	N/A	Director	$0	$0	$0
NANCY E BRUNE	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD CHERCHIO	DIRECTOR	N/A	Director	$0	$0	$0
VALARIE CRAIG	DIRECTOR	N/A	Director	$0	$0	$0
CARRIE COX	DIRECTOR	N/A	Director	$0	$0	$0
LUCHANA TURNER	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL DISMOND	DIRECTOR	N/A	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	$157,593	$152,595	$7,298	$4,998

ROSE FOUNDATION