Civic Intelligence

Ashley Rose Foundation

990 • Fiscal year 2021 • EIN 11-3308775

Jul 01, 2020 to Jun 30, 2021 • Filed on May 24, 2022

34 Club DriveMassapequa, NY 11758

(516) 660-0108

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

126%

Higher net margin than 100% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

40th percentile

4.4%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$630,407

Up $26,794 (+4.4%) from 2020

Net Assets

Up

$630,407

Up $26,794 (+4.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

-$100,034

Up $51,989 (+34%) from 2020

Expenses

Down

$25,810

Down $21,819 (-46%) from 2020

Net Income

Up

-$125,844

Up $73,808 (+37%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $667,112Liabilities 2011: $0Net Assets 2011: $667,1122011Assets 2012: $509,661Liabilities 2012: $0Net Assets 2012: $509,6612012Assets 2015: $635,925Liabilities 2015: $0Net Assets 2015: $635,9252015Assets 2016: $944,323Liabilities 2016: $0Net Assets 2016: $944,3232016Assets 2017: $548,593Liabilities 2017: $0Net Assets 2017: $548,5932017Assets 2018: $464,186Liabilities 2018: $0Net Assets 2018: $464,1862018Assets 2019: $358,906Liabilities 2019: $0Net Assets 2019: $358,9062019Assets 2020: $603,613Liabilities 2020: $0Net Assets 2020: $603,6132020Assets 2021: $630,407Liabilities 2021: $0Net Assets 2021: $630,4072021Assets 2022: $493,802Liabilities 2022: $0Net Assets 2022: $493,8022022Assets 2023: $573,475Liabilities 2023: $0Net Assets 2023: $573,4752023Assets 2024: $502,265Liabilities 2024: $0Net Assets 2024: $502,2652024Assets 2025: $515,622Liabilities 2025: $0Net Assets 2025: $515,6222025

Highlighted filing

2021

Assets$630,407
Liabilities$0
Net Assets$630,407

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $14,561Expenses 2011: $10,110Net Income 2011: $4,4512011Revenue 2012: -$4,108Expenses 2012: $52,384Net Income 2012: -$56,4922012Revenue 2015: $29,211Expenses 2015: $7,000Net Income 2015: $22,2112015Revenue 2016: -$21,042Expenses 2016: $7,000Net Income 2016: -$28,0422016Revenue 2017: $32,548Expenses 2017: $20,000Net Income 2017: $12,5482017Revenue 2018: $1,532Expenses 2018: $16,119Net Income 2018: -$14,5872018Revenue 2019: $13,152Expenses 2019: $62,917Net Income 2019: -$49,7652019Revenue 2020: -$152,023Expenses 2020: $47,629Net Income 2020: -$199,6522020Revenue 2021: -$100,034Expenses 2021: $25,810Net Income 2021: -$125,8442021Revenue 2022: $55,089Expenses 2022: $20,901Net Income 2022: $34,1882022Revenue 2023: $115,417Expenses 2023: $38,265Net Income 2023: $77,1522023Revenue 2024: -$53,745Expenses 2024: $68,102Net Income 2024: -$121,8472024Revenue 2025: $93,748Expenses 2025: $67,565Net Income 2025: $26,1832025

Highlighted filing

2021

Revenue-$100,034
Expenses$25,810
Net Income-$125,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 24, 2022
Return Version
2020v4.0
Gross Receipts
$479,359
Mission and Program Overview

Mission

The ashley rose foundation was formed in 1996 by ray & linda pitek in memory of their daughter ashley who was lost due to complications relating to spina bfida. The threefold purpose of the foundation is to 1)increase the public's awareness of spina bifida and the benefit of taken folic acid, 2)provide support to children having spina bifida as well as to their families, and 3)fund research toward the prevention of spina bifida. The foundation is currently focused on one program, whereby the foundation established the ashley rose pitek nurse scholars fellowship at villanova university's college of nursing. This program sponsors nurse practicioners for enrollment in the university's doctor of nursing practice programs for the completion of a doctoral degree focused on a crital aspect of spina fibida care that could be applied in practice and which would contribute to the improved care and quality of life of these children and their families.

See supplemental statement attached: organizations most significant activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$597,324$629,445▲ $32,121
Cash and Non-Interest-Bearing Accounts$6,289$962▼ $5,327
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$603,613$630,407▲ $26,794
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$603,613$630,407▲ $26,794
Total Net Assets Fund Balance$603,613$630,407▲ $26,794
Total Liabilities and Net Assets / Fund Balance$603,613$630,407▲ $26,794
Compensation and Service Providers

Board Members and Trustees

NameTitle
Linda PitekPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$37,379
Program Service Revenue
$0
Investment Income
$-137,413
Other Revenue
$0
All Other Contributions
$37,379
Change in Net Assets
$-125,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,810
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,810--$25,810
Total Functional Expenses$25,810$0$0$25,810
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Villanova University NursingVillanova, PA501(c)(3)Support Villanova Nursing Program$25,810
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 prepared and reviewed by an independent certified public accountant.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The foundation currently has a limited number of transactions (less than 10 per year)for donations and funding of program expenses for its fellowship program. This documentaion is avalaible to the public for inspection upon request.

Filing and Contact Details

Filer

Filer Name
Ashley Rose Foundation
EIN
11-3308775
Phone
5166600108
Address
34 CLUB DRIVE, MASSAPEQUA, NY 11758

Signing Officer

Name
Linda J Pitek
Title
President
Signed
2022-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Pitek
Formed
1996
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
John F Nonnenmann CPA
Address
3460 Surele Rd, Wantagh, NY 11793
Preparer
John F Nonnenmann
Phone
5163612272
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - ORGANIZATIONS MOST SIGNIFICANT ACTIVITIESTHE ASHLEY ROSE FOUNDATION WAS FORMED IN 1996 BY RAY & LINDA PITEK IN MEMORY OF THEIR DAUGHTER ASHLEY WHO WAS LOST DUE TO COMPLICATIONS RELATING TO SPINA BFIDA. THE TREEFOLD PURPOSE OF THE FOUNDATION IS 1)TO INCREASE THE PUBLIC'S AWARENESS OF SPINA BIFIDA AND THE BENEFIT OF TAKEN FOLIC ACID, 2)PROVIDE SUPPORT TO CHILDREN HAVING SPINA BIFIDA AS WELL AS TO THEIR FAMILIES, AND 3)FUND RESEARCH TOWARD THE PREVENTION OF SPINA BIFIDA. REGARDING THE FIRST TWO OBJECTIVES, THE INITIAL FOCUS OF THE FOUNDATION WAS TO SPONSOR VARIOUS ACTIVITIES WHICH RESULTED IN PROVIDING FINANCIAL SUPPORT TO CHILDREN AND THEIR FAMILIES AFFECTED BY SPINA BIFIDA. THE FOUNDATION ALSO COLLABORATED WITH THE TRI-STATE SPINA BIFIDA ASSN IN ESTABLISHING THE TELECOMMUNITY PROGRAM. THE FOUNDATION BELIEVES THAT THE INFORMATION AND SUPPORT THAT IS PROVIDED TO FAMILIES AND INDIVIDUALS WITH SPINA BILIDA THROUGH THIS PROGRAM CANNOT BE FOUND ANYWHERE ELSE IN THE REGION. IN ADDITION, THE TELEGROUP SESSIONS PROVIDE OPPORTUNITIES FOR THOSE INDIVIDUALS IN THE NY METRO AREA TO CONNECT WITH OTHERS WHO HAVE SIMILAR CONCERNS OR ISSUES. WITH RESPECT TO RESEARCH, THE FOUNDATION'S FIRST RESEARCH STUDY IN 2005 INVESTIGATED THE EFFECTIVENESS OF FOLIC ACID MOVING THROUGH THE MOTHER'S BODY INTO THAT OF THE DEVELOPING FETUS. IT HAS BEEN DEMONSTRATED THAT FOLIC ACID CAN REDUCE THE CHANCES OF HAVING A BABY AFFECTED BY SPINA BIFIDA BY AS MUCH AS 70%. IT IS CRITICAL TO LEARN WHAT PREVENTS THIS LIFE-SAVINGS B VITAMIN FROM CROSSING OVER TO THE BABY IN THE OTHER 30% OF CASES. DURING THE ENSUING EIGHT YEARS, THE FOUNDATION SPONSORED 12 SCIENTISTS WHO DEDICATED SIGNIFICANT TIME TO LEARNING ABOUT THE CAUSES OF SPINA BFIDA AND TO FINDING ITS CURE. IN 2014, THE FOUNDATION ESTABLISHED THE ASHLEY ROSE PITEK NURSE SCHOLARS FELLOWSHIP AT VILLANOVA UNIVERSITY'S COLLEGE OF NURSING. THE GOAL OF THE FELLOWSHIP IS TO SELECT NURSE PRACTITIONERS (PREFERABLY FROM THE CHILDREN'S HOSPITAL OF PHILADELPHIA) WHO WOULD ENROLL IN THE UNIVERSITY'S DOCTOR OF NURSING PRACTICE PROGRAMS.THE REQUIRED PROJECT FOR COMPLETION OF THE DOCTORAL DEGREE WOULD BE FOCUSED ON A CRITICAL ASPECT OF SPINA BIFIDA CARE THAT COULD BE APPLIED IN PRACTICE AND WHICH WOULD CONTRIBUTE TO THE IMPROVED CARE AND QUALITY OF LIFE OF THESE CHILDREN AND THEIR FAMILIES.

Client Note 2

Client Note 2 - TAXPAYER FIRST ACTTHE ASHLEY ROSE FOUNDATION IS A SMALL TAX EXEMPT ORGANIZATION WITH NO STAFF AND LIMITED RESOURCES. THE FOUNDATION'S BUSINESS AFFAIRS ARE MANAGED BY ITS PRESIDENT (UNPAID). FORM 990 FOR THE TAX PERIOD ENDED JUNE 30, 2021 WAS TIMELY PAPER FILED. IT HAS BEEN RETURNED BY THE IRS INDICATING THAT THE TAXPAYER FIRST ACT REQUIRES TAX EXEMPT ORGANIZATIONS TO ELECTRONICALLY FILE INFORMATION RETURNS AND RELATED FORMS. THE FOUNDATION HAS HIRED A CERTIFIED PUBLIC ACCOUNTANT TO PREPARE, REVIEW AND RESUBMIT FORM 990 ELECTRONICALLY TO COMPLY WITH THE TAXPAYER FIRST ACT.

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IRS990/MissionDesc0THE ASHLEY ROSE FOUNDATION WAS FORMED IN 1996 BY RAY & LINDA PITEK IN MEMORY OF THEIR DAUGHTER ASHLEY WHO WAS LOST DUE TO COMPLICATIONS RELATING TO SPINA BFIDA. THE TREEFOLD PURPOSE OF THE FOUNDATION IS TO 1)INCREASE THE PUBLIC'S AWARENESS OF SPINA BIFIDA AND THE BENEFIT OF TAKEN FOLIC ACID, 2)PROVIDE SUPPORT TO CHILDREN HAVING SPINA BIFIDA AS WELL AS TO THEIR FAMILIES, AND 3)FUND RESEARCH TOWARD THE PREVENTION OF SPINA BIFIDA. THE FOUNDATION IS CURRENTLY FOCUSED ON ONE PROGRAM, WHEREBY THE FOUNDATION ESTABLISHED THE ASHLEY ROSE PITEK NURSE SCHOLARS FELLOWSHIP AT VILLANOVA UNIVERSITY'S COLLEGE OF NURSING. THIS PROGRAM SPONSORS NURSE PRACTICIONERS FOR ENROLLMENT IN THE UNIVERSITY'S DOCTOR OF NURSING PRACTICE PROGRAMS FOR THE COMPLETION OF A DOCTORAL DEGREE FOCUSED ON A CRITAL ASPECT OF SPINA FIBIDA CARE THAT COULD BE APPLIED IN PRACTICE AND WHICH WOULD CONTRIBUTE TO THE IMPROVED CARE AND QUALITY OF LIFE OF THESE CHILDREN AND THEIR FAMILIES.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT VILLANOVA NURSING PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VILLANOVA UNIVERSITY NURSING
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 LANCASTER AVENUE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ASHLEY ROSE FOUNDATION CAREFULLY SELECTS A RECEPIENT FROM A POOL OF CANDIDATES TO RECEIVE A FELLOWSHIP FOR ENROLLMENT IN THE VILLANOVA UNIVERSITY'S DOCTOR OF NURSING PRACTICE PROGRAM. THE GRANT IS DISBURSED ON BEHALF OF THE RECEIPIENT THAT RECEIVED THE FELLOWSHIP. PROGRESS OF RECEIPENT AND COMPLETION BY THE RECEPIENT OF THE NURSING PRACTICE PROGRAM IS MONITORED BY THE PRESIDENT OF THE ASHLEY ROSE FOUNDATION BY MAINTAINING CONTACT WITH UNIVERSITY OFFICIALS AND THE AWARD RECEPIENT TO ENSURE THE PROGRAM'S CURRENT GOAL IS ACHIEVED (WHICH IS TO PROVIDE A NURSING DEGREE FROM THE VILLANOVA UNIVERSITY'S SCHOOL OF NURSING FOR THE RECEPIENT TO BE EMPLOYED AT A LEADING CHILDREN'S HOSPITAL IN THE US).
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - ORGANIZATIONS MOST SIGNIFICANT ACTIVITIESTHE ASHLEY ROSE FOUNDATION WAS FORMED IN 1996 BY RAY & LINDA PITEK IN MEMORY OF THEIR DAUGHTER ASHLEY WHO WAS LOST DUE TO COMPLICATIONS RELATING TO SPINA BFIDA. THE TREEFOLD PURPOSE OF THE FOUNDATION IS 1)TO INCREASE THE PUBLIC'S AWARENESS OF SPINA BIFIDA AND THE BENEFIT OF TAKEN FOLIC ACID, 2)PROVIDE SUPPORT TO CHILDREN HAVING SPINA BIFIDA AS WELL AS TO THEIR FAMILIES, AND 3)FUND RESEARCH TOWARD THE PREVENTION OF SPINA BIFIDA. REGARDING THE FIRST TWO OBJECTIVES, THE INITIAL FOCUS OF THE FOUNDATION WAS TO SPONSOR VARIOUS ACTIVITIES WHICH RESULTED IN PROVIDING FINANCIAL SUPPORT TO CHILDREN AND THEIR FAMILIES AFFECTED BY SPINA BIFIDA. THE FOUNDATION ALSO COLLABORATED WITH THE TRI-STATE SPINA BIFIDA ASSN IN ESTABLISHING THE TELECOMMUNITY PROGRAM. THE FOUNDATION BELIEVES THAT THE INFORMATION AND SUPPORT THAT IS PROVIDED TO FAMILIES AND INDIVIDUALS WITH SPINA BILIDA THROUGH THIS PROGRAM CANNOT BE FOUND ANYWHERE ELSE IN THE REGION. IN ADDITION, THE TELEGROUP SESSIONS PROVIDE OPPORTUNITIES FOR THOSE INDIVIDUALS IN THE NY METRO AREA TO CONNECT WITH OTHERS WHO HAVE SIMILAR CONCERNS OR ISSUES. WITH RESPECT TO RESEARCH, THE FOUNDATION'S FIRST RESEARCH STUDY IN 2005 INVESTIGATED THE EFFECTIVENESS OF FOLIC ACID MOVING THROUGH THE MOTHER'S BODY INTO THAT OF THE DEVELOPING FETUS. IT HAS BEEN DEMONSTRATED THAT FOLIC ACID CAN REDUCE THE CHANCES OF HAVING A BABY AFFECTED BY SPINA BIFIDA BY AS MUCH AS 70%. IT IS CRITICAL TO LEARN WHAT PREVENTS THIS LIFE-SAVINGS B VITAMIN FROM CROSSING OVER TO THE BABY IN THE OTHER 30% OF CASES. DURING THE ENSUING EIGHT YEARS, THE FOUNDATION SPONSORED 12 SCIENTISTS WHO DEDICATED SIGNIFICANT TIME TO LEARNING ABOUT THE CAUSES OF SPINA BFIDA AND TO FINDING ITS CURE. IN 2014, THE FOUNDATION ESTABLISHED THE ASHLEY ROSE PITEK NURSE SCHOLARS FELLOWSHIP AT VILLANOVA UNIVERSITY'S COLLEGE OF NURSING. THE GOAL OF THE FELLOWSHIP IS TO SELECT NURSE PRACTITIONERS (PREFERABLY FROM THE CHILDREN'S HOSPITAL OF PHILADELPHIA) WHO WOULD ENROLL IN THE UNIVERSITY'S DOCTOR OF NURSING PRACTICE PROGRAMS.THE REQUIRED PROJECT FOR COMPLETION OF THE DOCTORAL DEGREE WOULD BE FOCUSED ON A CRITICAL ASPECT OF SPINA BIFIDA CARE THAT COULD BE APPLIED IN PRACTICE AND WHICH WOULD CONTRIBUTE TO THE IMPROVED CARE AND QUALITY OF LIFE OF THESE CHILDREN AND THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Client Note 2 - TAXPAYER FIRST ACTTHE ASHLEY ROSE FOUNDATION IS A SMALL TAX EXEMPT ORGANIZATION WITH NO STAFF AND LIMITED RESOURCES. THE FOUNDATION'S BUSINESS AFFAIRS ARE MANAGED BY ITS PRESIDENT (UNPAID). FORM 990 FOR THE TAX PERIOD ENDED JUNE 30, 2021 WAS TIMELY PAPER FILED. IT HAS BEEN RETURNED BY THE IRS INDICATING THAT THE TAXPAYER FIRST ACT REQUIRES TAX EXEMPT ORGANIZATIONS TO ELECTRONICALLY FILE INFORMATION RETURNS AND RELATED FORMS. THE FOUNDATION HAS HIRED A CERTIFIED PUBLIC ACCOUNTANT TO PREPARE, REVIEW AND RESUBMIT FORM 990 ELECTRONICALLY TO COMPLY WITH THE TAXPAYER FIRST ACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 PREPARED AND REVIEWED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION CURRENTLY HAS A LIMITED NUMBER OF TRANSACTIONS (LESS THAN 10 PER YEAR)FOR DONATIONS AND FUNDING OF PROGRAM EXPENSES FOR ITS FELLOWSHIP PROGRAM. THIS DOCUMENTAION IS AVALAIBLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Client Note 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John F Nonnenmann
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ReturnHeader/ReturnTs02022-05-24T09:22:23-07:00
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ReturnHeader/TaxPeriodBeginDt02020-07-01
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ReturnHeader/TaxYr02020

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