KATE & JUSTIN ROSE FOUNDATION INC CO WATSON SLOANE PLLC (EIN 453577312) - 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

Phone

4075805644

Tax Period

2024-01-01 to 2024-12-31

KATE & JUSTIN ROSE FOUNDATION INC CO WATSON SLOANE PLLC, founded in 2011, is a micro nonprofit that reported $27K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $319K exceeded revenue, resulting in a 1078% operating deficit.

Mission

THE FOUNDATION HAS A THREE-PRONG APPROACH TO IMPROVE CHILDREN'S LIVES BY PROVIDING NUTRITIONAL SUPPORT, FUNDING EDUCATION AND PROVIDING A FIRST EXPOSURE TO POSITIVE LIFE EXPERIENCES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $25,000

Program Service Revenue $0

Investment Income $0

Other Revenue $2,110

TOTAL REVENUE $27,110

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $19,346

TOTAL EXPENSES $319,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,110	$35,037	-0.2%
Expenses	$319,346	$19,230	+15.6%
Net Income	$-292,236	$15,807	-19.5%

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
BRIAN WATSON	TREASURER/ SECRETARY	5.0	Officer Director	$0	$0	$0
JUSTIN ROSE	VICE PRESIDENT	5.0	Officer Director	$0	$0	$0
KATE ROSE	PRESIDENT	15.0	Officer Director	$0	$0	$0
PHILIP BARKER	DIRECTOR	5.0	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	$27,110	$319,346	No data	$-292,236
2023	$35,037	$19,230	$570,032	$15,807
2022	$105,166	$7,394	$549,520	$97,772
2021	$318,975	$1,121,537	$451,748	$-802,562
2020	$575,656	$1,948,935	$1,256,710	$-1,373,279
2019	$1,730,506	$711,485	$2,627,589	$1,019,021
2018	$789,482	$482,387	$1,612,158	$307,095

KATE & JUSTIN ROSE FOUNDATION INC CO WATSON SLOANE PLLC