Rosicrucian Fellowship

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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

1909

Legal Domicile

Principal Officer

Angela Ponce de Leon

Phone

7607576677

Tax Period

2024-06-01 to 2025-05-31

Rosicrucian Fellowship, founded in 1909, is a small nonprofit in the Religion sector that reported $220K in total revenue in fiscal year 2024. Net assets of $507K represent 28 months of operating reserves.

Mission

Religious

Program Service Accomplishments

Program 1

Expenses: $31,775 Revenue: $217,844

Educational and spiritual propagation of the Rosicrucian philosophy of Christian mystics. Services approximately 7,000 members worldwide.

Program 2

Expenses: $37,034 Revenue: $3,642

Housing to facilitate the community and to provide housing to visitors and guests. Serves approximately 25 members plus guests.

Program 3

Expenses: $17,068 Revenue: $11,204

Books and magazines to spread the teachings of the Fellowship. Books are generally purchased for resale. Magazines are printed in-house.

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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 (2024)

Revenue Breakdown

Contributions & Grants $222,428

Program Service Revenue $0

Investment Income $0

Other Revenue $-2,475

TOTAL REVENUE $219,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,877

Other Expenses $217,620

TOTAL EXPENSES $217,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$219,953	$224,706	0.0%
Expenses	$217,620	$177,326	+0.2%
Net Income	$2,333	$47,380	-1.0%

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
Jean de Galzain	President	0.00	Officer	$0	$0	$0
Marco Perez	Trustee	0.00	Director	$0	$0	$0
Louis Agbe	General Secretary	0.00	Officer Director	$0	$0	$0
Patricia Tinker	Trustee	0.00	Director	$0	$0	$0
Angela Ponce de Leon	Treasurer	0.00	Officer Director	$0	$0	$0
Dewey Ross Duffel	Chairman of the Board	0.00	Officer	$0	$0	$0
Augustine Owusu	Trustee	0.00	Director	$0	$0	$0
Susan Fidelman	Trustee	0.00	Director	$0	$0	$0
David Kreitzer	Trustee	N/A	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
2025	$219,953	$217,620	$524,225	$2,333
2019	$117,446	$155,961	$469,838	$-38,515
2018	$220,648	$240,546	$508,057	$-19,898