LARRY S ROSEN MEMORIAL FOUNDATION C/O MARK ROSEN (EIN 881938198) - 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

2022

Legal Domicile

Principal Officer

MARK ROSEN

Phone

5084753814

Tax Period

2025-01-01 to 2025-12-31

LARRY S ROSEN MEMORIAL FOUNDATION C/O MARK ROSEN, founded in 2022, is a small nonprofit in the Education sector that reported $197K in total revenue in fiscal year 2025. The organization ran a surplus of $124K, a strong 63% operating margin.

Mission

THE ORGANIZATION WAS DESIGNED TO PROVIDE FINANCIAL ASSISTANCE TO PERSONS PURSUING CAREERS IN ACCOUNTING AND DENTISTRY, TO PROVIDE FUNDING FOR RESEARCH ON THE TREATMENT AND CURE OF PARKINSON'S DISEASE, AND TO ENGAGE IN ANY LAWFUL ACTIVITIES, THAT MAY BE INCIDENTAL OR NECESSARY TO ANY OF THE FOREGOING PURPOSES,AND TO HAVE, AND EXERCISE ALL OTHER POWERS AND AUTHORITY NOW OR HEREAFTER CONFERRED UPON CORPORATIONS ORGANIZED PURSUANT TO CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $228,120

Program Service Revenue $0

Investment Income $18,658

Other Revenue $-49,290

TOTAL REVENUE $197,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $73,659

Other Expenses $73,729

TOTAL EXPENSES $73,729

Year-over-Year Comparison

	2025	2024	Change
Revenue	$197,488	$194,578	+0.0%
Expenses	$73,729	$80,720	-0.1%
Net Income	$123,759	$113,858	+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

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
DAVID BORDEN	TREASURER	N/A	Officer	$0	$0	$0
MARK ROSEN	PRESIDENT	N/A	Officer	$0	$0	$0
STEVEN ROSEN	VICE PRESIDE	N/A	Officer	$0	$0	$0
LESLIE SILBERMAN	SECRETARY	N/A	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
2025	$197,488	$73,729	$580,833	$123,759
2024	$194,578	$80,720	$457,074	$113,858
2023	$234,424	$94,010	$343,216	$140,414
2022	$311,819	$109,017	$202,802	$202,802

LARRY S ROSEN MEMORIAL FOUNDATION C/O MARK ROSEN