ROSE VILLA FOUNDATION INC

EIN: 936023450 501(c)(3) Human Services

PORTLAND, OR

Total Revenue
$441,588
Total Expenses
$360,148
Total Assets
$7,509,140
Net Assets
$7,388,181
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
OR
Principal Officer
GLEN LEWIS
Phone
5036543171
Tax Period
2023-01-01 to 2023-12-31

ROSE VILLA FOUNDATION INC, founded in 1964, is a small nonprofit in the Human Services sector that reported $442K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $81K, a strong 18% operating margin.

Mission

THE ROSE VILLA FOUNDATION SUPPORTS INDEPENDENCE, ADVANCES WELL-BEING, EMPOWERS SENIOR RESIDENTS, AND INSPIRES OUR COMMUNITY TO BUILD A BETTER FUTURE FOR ALL GENERATIONS.

Program Service Accomplishments

Program 1
Expenses: $151,482 Revenue: $0

PROVIDES FINANCIAL ASSISTANCE TO QUALIFYING RESIDENTS OF ROSE VILLA, INC., A CONTINUING CARE RETIREMENT COMMUNITY. SUPPORTS INNOVATIVE AND RELEVANT WORKSHOPS AND SPEAKER SERIES THAT ENCOURAGE THE...

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PROVIDES FINANCIAL ASSISTANCE TO QUALIFYING RESIDENTS OF ROSE VILLA, INC., A CONTINUING CARE RETIREMENT COMMUNITY. SUPPORTS INNOVATIVE AND RELEVANT WORKSHOPS AND SPEAKER SERIES THAT ENCOURAGE THE FINANCIAL, PHYSICAL, MENTAL AND SOCIAL WELL-BEING OF RESIDENTS. SUPPORTS IN THE FORM OF PROFESSIONAL GUIDANCE INCLUDING FINANCIAL PLANNING, LEGAL COUNSEL OR RESPITE CARE OPTIONS. SUPPORTS IMPROVEMENTS OR PROGRAMS THAT ENHANCE THE WELL-BEING OF RESIDENTS AT ROSE VILLA.

Program 2
Expenses: $7,268 Revenue: $0

TO SUPPORT STAFF OF ROSE VILLA SEEKING TO INCREASE THEIR KNOWLEDGE, SKILLS, TO OBTAIN CERTIFICATIONS, CREDENTIALS OR DEGREE PROGRAMS RELEVANT TO THEIR WORK AT ROSE VILLA.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $238,075
Program Service Revenue $0
Investment Income $143,128
Other Revenue $60,385
TOTAL REVENUE $441,588

Expense Breakdown

Grants Paid $155,622
Salaries & Benefits $0
Fundraising Expenses $89,537
Program Expenses $158,750
Other Expenses $204,526
TOTAL EXPENSES $360,148

Year-over-Year Comparison

2023 2022 Change
Revenue $441,588 $767,486 -0.4%
Expenses $360,148 $230,625 +0.6%
Net Income $81,440 $536,861 -0.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
12
Independent Members
11
Employees
N/A
Volunteers
25

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
5
$470,516
Total Directors
15
$470,516
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VASSAR T BYRD TREASURER (THROUGH NOV 2023) 1.50
Officer Director
$0 $27,883 $290,355
ANGELA HANSEN TREASURER (AS OF NOV 2023) 5.00
Officer Director
$0 $19,196 $180,161
DON LEHMAN PRESIDENT 1.50
Officer Director
$0 $0 $0
CATHY SCHAR VICE PRESIDENT 1.50
Officer Director
$0 $0 $0
LOUISE WILLIAMS SECRETARY 1.50
Officer Director
$0 $0 $0
JENNIFER ALLEN PAST PRESIDENT 1.00
Director
$0 $0 $0
ARLIN BROWN DIRECTOR 1.00
Director
$0 $0 $0
JEANNE COZINE DIRECTOR 1.00
Director
$0 $0 $0
KEN DODGE DIRECTOR (THROUGH DEC 2023) 1.00
Director
$0 $0 $0
PETER EDDY DIRECTOR 1.00
Director
$0 $0 $0
MARNA FLAHERTY-ROBB DIRECTOR 1.00
Director
$0 $0 $0
ELLIOT MCINTIRE DIRECTOR (THROUGH DEC 2023) 1.00
Director
$0 $0 $0
BILL SCHEIBLE DIRECTOR 1.00
Director
$0 $0 $0
RON STOCK DIRECTOR 1.00
Director
$0 $0 $0
NANCY VUCKOVIC DIRECTOR 1.00
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 $441,588 $360,148 $7,509,140 $81,440
2022 $767,486 $230,625 $6,671,494 $536,861
2021 $673,410 $132,874 $7,627,213 $540,536
2020 $559,694 $163,695 $6,613,459 $395,999
2019 $382,485 $162,922 $6,161,790 $219,563
2018 $430,319 $167,289 $5,162,294 $263,030
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