ALLISON ROSE FOUNDATION (EIN 831999490) - 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

2018

Legal Domicile

Principal Officer

KIMBERLY WATROBA

Phone

2162462109

Tax Period

2023-01-01 to 2023-12-31

ALLISON ROSE FOUNDATION, founded in 2018, is a small nonprofit in the Education sector that reported $149K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 38% operating margin.

Mission

THE ALLISON ROSE FOUNDATION IS DEDICATED TO CHANGING THE LIVES OF FOOD ALLERGY FAMILIES THROUGH EDUCATION, AWARENESS, RESEARCH AND ADVOCACY

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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 $55,000

Program Service Revenue $0

Investment Income $0

Other Revenue $93,508

TOTAL REVENUE $148,508

Expense Breakdown

Grants Paid $28,070

Salaries & Benefits $26,083

Fundraising Expenses $0

Program Expenses $91,357

Other Expenses $37,204

TOTAL EXPENSES $91,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$148,508	$107,887	+0.4%
Expenses	$91,357	$68,575	+0.3%
Net Income	$57,151	$39,312	+0.5%

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

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

$25,000

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SUHY	CHAIRMAN OF THE BOARD	20.00	Officer Director	$0	$0	$0
REBECCA SUHY	EXECUTIVE DIRECTOR	30.00	Officer Director	$25,000	$0	$25,000
GILON RUBANENKO	VICE CHAIRMAN OF THE BOARD	5.00	Officer Director	$0	$0	$0
ROGER GONGOS	BOARD MEMBER	5.00	Director	$0	$0	$0
DR SANDRA HONG	BOARD MEMBER	5.00	Director	$0	$0	$0
RACHAEL WINTHROP	BOARD MEMBER	5.00	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	$148,508	$91,357	$309,663	$57,151

ALLISON ROSE FOUNDATION