Civic Intelligence

Rose Family Foundation

EIN 13-4016964 • Chapel Hill, NC

300 Marks LaneChapel Hill, NC 27516
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-139%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-7.9%

Faster asset growth than 16% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

120%

Faster revenue growth than 91% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,548,047

Down $391,214 (-7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,548,047

Down $391,214 (-7.9%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin5th percentile

Revenue

Up

$281,345

Up $153,504 (+120%) from 2023

Expenses

Up

$672,559

Up $304,875 (+83%) from 2023

Net Income

Down

-$391,214

Down $151,371 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,267,470Liabilities 2011: $22,1322011Assets 2012: $4,815,552Liabilities 2012: $02012Assets 2013: $4,633,076Liabilities 2013: $02013Assets 2014: $4,696,862Liabilities 2014: $02014Assets 2015: $4,492,323Liabilities 2015: $02015Assets 2019: $4,131,713Liabilities 2019: $0Net Assets 2019: $4,131,7132019Assets 2020: $4,334,857Liabilities 2020: $0Net Assets 2020: $4,334,8572020Assets 2021: $4,711,658Liabilities 2021: $0Net Assets 2021: $4,711,6582021Assets 2022: $4,387,810Liabilities 2022: $0Net Assets 2022: $4,387,8102022Assets 2023: $4,939,261Liabilities 2023: $0Net Assets 2023: $4,939,2612023Assets 2024: $4,548,047Liabilities 2024: $0Net Assets 2024: $4,548,0472024

Highlighted filing

2024

Assets$4,548,047
Liabilities$0
Net Assets$4,548,047
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $359,698Expenses 2011: $213,672Net Income 2011: $146,0262011Revenue 2012: $857,641Expenses 2012: $287,427Net Income 2012: $570,2142012Revenue 2013: $330,051Expenses 2013: $512,527Net Income 2013: -$182,4762013Revenue 2014: $282,440Expenses 2014: $356,295Net Income 2014: -$73,8552014Revenue 2015: $181,272Expenses 2015: $385,811Net Income 2015: -$204,5392015Revenue 2019: $188,322Expenses 2019: $238,014Net Income 2019: -$49,6922019Revenue 2020: $485,219Expenses 2020: $282,075Net Income 2020: $203,1442020Revenue 2021: $601,414Expenses 2021: $224,613Net Income 2021: $376,8012021Revenue 2022: $144,295Expenses 2022: $468,143Net Income 2022: -$323,8482022Revenue 2023: $127,841Expenses 2023: $367,684Net Income 2023: -$239,8432023Revenue 2024: $281,345Expenses 2024: $672,559Net Income 2024: -$391,2142024

Highlighted filing

2024

Revenue$281,345
Expenses$672,559
Net Income-$391,214
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,548,047
Liabilities
$0
Net assets
$4,548,047
Revenue
$281,345
Expenses
$672,559
Net income
-$391,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.28$0.67$0.39
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.13$0.37$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.14$0.47$0.32
2021Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.60$0.22$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.49$0.28$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.19$0.24$0.05
2015Summary only. Only limited summary data is available for this year.$4.49$0.00$0.18$0.39$0.20
2014Summary only. Only limited summary data is available for this year.$4.70$0.00$0.28$0.36$0.07
2013Summary only. Only limited summary data is available for this year.$4.63$0.00$0.33$0.51$0.18
2012Summary only. Only limited summary data is available for this year.$4.82$0.00$0.86$0.29$0.57
2011Summary only. Only limited summary data is available for this year.$4.27$0.02$0.36$0.21$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN PODLIPNYVP/Secretary-$0--
SIMON ROSEDirector-$0--
JAMES ROSETreasurer-$0--
MARIAN ROSEDirector-$0--
DAVID ROSEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Rose Family Foundation
EIN
13-4016964
Phone
5857323937
Address
300 MARKS LANE, CHAPEL HILL, NC 27516

Signing Officer

Name
James Rose
Title
Treasurer
Phone
5857323937
Signed
2025-10-27

Preparer

Firm
Nacca & Capizzi Llp
Address
2430 RIDGEWAY AVE STE 1, ROCHESTER, NY 14626
Preparer
Peter Buttrill CPA
Phone
5852259290
Raw XML Appendix355 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CENTRAL NY LYME AND TICK ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SAVE THE HARBOR
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05857323937
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE FAMILY FOUNDATION
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ReturnHeader/Filer/PhoneNum05857323937
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161385918
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NACCA & CAPIZZI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02430 RIDGEWAY AVE STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014626
ReturnHeader/PreparerPersonGrp/PhoneNum05852259290
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER BUTTRILL CPA
ReturnHeader/ReturnTs02025-10-28T09:29:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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