THE ROSE (EIN 760193812) - 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

1986

Legal Domicile

Principal Officer

DOROTHY GIBBONS

Phone

2814844708

Tax Period

2023-08-01 to 2024-07-31

THE ROSE, founded in 1986, is a mid-sized nonprofit that reported $14.4M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $16.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

SAVING LIVES THROUGH QUALITY BREAST HEALTH SERVICES, ADVOCACY AND ACCESS TO CARE FOR ALL.

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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 $4,267,176

Program Service Revenue $9,303,397

Investment Income $318,371

Other Revenue $530,761

TOTAL REVENUE $14,419,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,954,808

Fundraising Expenses $768,222

Program Expenses $13,765,493

Other Expenses $8,517,065

TOTAL EXPENSES $16,471,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,419,705	$15,485,247	-0.1%
Expenses	$16,471,873	$15,265,960	+0.1%
Net Income	$-2,052,168	$219,287	-10.4%

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

163

Volunteers

137

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

$513,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE ANNE-DODGE	DIRECTOR	1.00	Director	$0	$0	$0
ANN AL-BAHISH	DIRECTOR	1.00	Director	$0	$0	$0
ASHMA KHANANI-MOOSA RN	DIRECTOR	1.00	Director	$0	$0	$0
BETH GILLIARD	DIRECTOR	1.00	Director	$0	$0	$0
BOB TENCZAR	TREASURER	5.00	Officer Director	$0	$0	$0
DEBBIE ROBINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
NICK ESCOBEDO	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA LOVETT	PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
PEGGY ROE	DIRECTOR	1.00	Director	$0	$0	$0
RONNIE HAGERTY	DIRECTOR	1.00	Director	$0	$0	$0
RONNIE PACE	DIRECTOR	1.00	Director	$0	$0	$0
SAN BURNETT	DIRECTOR	1.00	Director	$0	$0	$0
SAUL VALENTIN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON WIESEDEPPE	DIRECTOR	1.00	Director	$0	$0	$0
THERESA EINHORN	CHAIR	5.00	Officer Director	$0	$0	$0
TERESA THOMAS	VICE CHAIR	5.00	Officer Director	$0	$0	$0
TINA SAENZ	DIRECTOR	1.00	Director	$0	$0	$0
WANDA WOODY-ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
DOROTHY W GIBBONS	CEO	45.00	Officer	$167,603	$25,024	$192,627
JESSICA DUCKWORTH	COO	45.00	Officer	$146,388	$22,412	$168,800
PAMELA LYLE	CFO	45.00	Officer	$131,921	$20,630	$152,551
BRAHANA MARSKBERRY	CENTER DIRECTOR	45.00	Highest	$102,314	$16,874	$119,188
SHANNON LECOQ	CHIEF DEVELOPMENT OFFICER	45.00	Highest	$129,346	$8,556	$137,902

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	$14,419,705	$16,471,873	$16,707,253	$-2,052,168
2023	$15,485,247	$15,265,960	$18,762,352	$219,287
2022	$15,797,172	$14,073,917	$17,273,046	$1,723,255
2021	$15,429,968	$12,334,479	$16,831,916	$3,095,489
2020	$13,863,365	$13,161,938	$13,723,623	$701,427
2019	$14,198,940	$13,350,194	$11,442,550	$848,746

THE ROSE