THE ROSEWELL FOUNDATION INC (EIN 541763605) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Principal Officer

TOM KAROW

Tax Period

2022-01-01 to 2022-12-31

THE ROSEWELL FOUNDATION INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $367K in total revenue in fiscal year 2019. Revenue surged 170% from the prior year, signaling strong growth momentum. The organization ran a surplus of $251K, a strong 68% operating margin.

Mission

STABILIZATION OF THE HISTORIC RUIN THROUGH REPAIR OF BRICK MASONRY JOINTS AND CONSERVATON OF STONEWORK IS TEH MOST CRITICAL ACTIVITY OF THE ROSEWELL FOUNDATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $18,496

Program Service Revenue $16,586

Investment Income $42

Other Revenue $0

TOTAL REVENUE $35,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,263

Fundraising Expenses $0

Program Expenses $119,405

Other Expenses $66,342

TOTAL EXPENSES $120,605

Year-over-Year Comparison

	2022	2021	Change
Revenue	$35,124	$41,082	-0.1%
Expenses	$120,605	$119,041	+0.0%
Net Income	$-85,481	$-77,959	+0.1%

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

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 BROWN	CO-DIRECTOR	1.00	Director	$0	$0	$0
THANE HARPOLE	CO-DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WEAVER JR	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
KASEY MOLLOY	BOARD MEMBER	1.00	Director	$0	$0	$0
FORREST MORGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC PESOLA	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH SANTINI	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTIE SOBIESKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MARILYN SOUTH	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI BLACK	TREASURER	1.00	Officer	$0	$0	$0
JANET BROWN	SECRETARY	1.00	Officer	$0	$0	$0
ROBERTA HATTON	VICE PRESIDE	1.00	Officer	$0	$0	$0
TOM KAROW	PRESIDENT	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
2022	$35,124	$120,605	$654,086	$-85,481
2021	$41,082	$119,041	$742,038	$-77,959
2020	$35,394	$95,428	$643,460	$-60,034
2019	$367,423	$116,179	$648,425	$251,244

THE ROSEWELL FOUNDATION INC