Civic Intelligence

Rose Foundation

990PF • Fiscal year 2022 • EIN 20-4647579

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 10, 2023

Organization Profile
CO Goulston Storrs 400 AtlanticBoston, MA 02110

(617) 482-1776

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-179%

Higher net margin than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $41,865 (-100%) from 2021

Net Assets

Down

$0

Down $41,825 (-100%) from 2021

Liabilities

Down

$0

Down $40 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$23,311

Down $2,330,757 (-99%) from 2021

Expenses

Down

$65,136

Down $6,980,756 (-99%) from 2021

Net Income

Up

-$41,825

Up $4,649,999 (+99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$10M$5.0M$0Assets 2010: $8,447,569Liabilities 2010: $0Net Assets 2010: $8,447,5692010Assets 2011: $8,076,942Liabilities 2011: $0Net Assets 2011: $8,076,9422011Assets 2012: $7,910,261Liabilities 2012: $42,813Net Assets 2012: $7,867,4482012Assets 2013: $7,873,835Liabilities 2013: $0Net Assets 2013: $7,873,8352013Assets 2014: $8,224,399Liabilities 2014: $02014Assets 2015: $7,344,523Liabilities 2015: $0Net Assets 2015: $7,344,5232015Assets 2016: $6,426,568Liabilities 2016: $0Net Assets 2016: $6,426,5682016Assets 2017: $6,865,512Liabilities 2017: $0Net Assets 2017: $6,865,5122017Assets 2018: $5,240,895Liabilities 2018: $50Net Assets 2018: $5,240,8452018Assets 2019: $4,834,230Liabilities 2019: $50Net Assets 2019: $4,834,1802019Assets 2020: $4,733,699Liabilities 2020: $50Net Assets 2020: $4,733,6492020Assets 2021: $41,865Liabilities 2021: $40Net Assets 2021: $41,8252021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $460,8702010Expenses 2011: $481,1772011Expenses 2012: $488,7792012Revenue 2013: $480,487Expenses 2013: $474,100Net Income 2013: $6,3872013Revenue 2014: $901,320Expenses 2014: $550,756Net Income 2014: $350,5642014Revenue 2015: $390,019Expenses 2015: $1,269,895Net Income 2015: -$879,8762015Revenue 2016: $185,836Expenses 2016: $1,103,791Net Income 2016: -$917,9552016Revenue 2017: $668,444Expenses 2017: $229,500Net Income 2017: $438,9442017Revenue 2018: $475,360Expenses 2018: $2,100,027Net Income 2018: -$1,624,6672018Revenue 2019: $159,083Expenses 2019: $565,748Net Income 2019: -$406,6652019Revenue 2020: $284,300Expenses 2020: $47,431Net Income 2020: $236,8692020Revenue 2021: $2,354,068Expenses 2021: $7,045,892Net Income 2021: -$4,691,8242021Revenue 2022: $23,311Expenses 2022: $65,136Net Income 2022: -$41,8252022

Highlighted filing

2022

Revenue$23,311
Expenses$65,136
Net Income-$41,825
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM STEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rose Foundation
EIN
20-4647579
Phone
6174821776
Address
CO GOULSTON STORRS 400 ATLANTIC, BOSTON, MA 02110

Signing Officer

Name
Adam Stein
Title
Trustee
Phone
6174821776
Signed
2023-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Dicicco Gulman & Company Llp
Address
150 PRESIDENTIAL WAY SUITE 510, WOBURN, MA 01801
Preparer
James R Downing
Phone
7819375300
Raw XML Appendix329 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt011650
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0TRIANGLE COMMUNITY FOUNDATION
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt02661
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0DURING THE YEAR, THE ROSE FOUNDATION (EIN: 20-4647579) DISTRIBUTED OUT ITS REMAINING ASSETS TO THE TRIANGLE COMMUNITY FOUNDATION. THIS DISTRIBUTION WAS TREATED AS A QUALIFYING DISTRIBUTION. IT IS INTENDED THAT THE FUNDS WILL BE USED IN ACCORDANCE WITH 170(C)(2)(B). SPECIFICALLY THE FUNDS WILL BE DISTRIBUTED TO AN ORGANIZATION TO FILL GAPS, REDUCE INEQUITIES, AND ADDRESS THE REGION'S MOST PRESSING SOCIAL CHALLENGES. WITH NO REMAINING ASSETS OR LIABILITIES, THE FOUNDATION'S TRUSTEE HAS VOTED TO TERMINATE THE FOUNDATION.
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE REFUND OF FEDERAL EXCISE TAXES IS NOT INCLUDED IN THE CALCULATION OF UNRELATED BUSINESS TAXABLE INCOME, NOR IS IT INCLUDED IN THE CALCULATION NET INVESTMENT INCOME FOR DETERMINING THE FOUNDATION'S 2021 EXCISE TAX.
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0236896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01726100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0990154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0990154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08741944
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023009
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06755939
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0236896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01726100
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023009
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09732098
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09709089
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CHESTNUT FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ADAM STEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0312 W FRANKLIN ST-SUITE2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1GOULSTON STORRS 400 ATLANTIC AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHAPEL HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027516
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08916
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt111685
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0DURING THE YEAR, THE ROSE FOUNDATION (EIN: 20-4647579) DISTRIBUTED OUT ITS REMAINING ASSETS TO THE TRIANGLE COMMUNITY FOUNDATION. THIS DISTRIBUTION WAS TREATED AS A QUALIFYING DISTRIBUTION. IT IS INTENDED THAT THE FUNDS WILL BE USED IN ACCORDANCE WITH 170(C)(2)(B). SPECIFICALLY THE FUNDS WILL BE DISTRIBUTED TO AN ORGANIZATION TO FILL GAPS, REDUCE INEQUITIES, AND ADDRESS THE REGION'S MOST PRESSING SOCIAL CHALLENGES. WITH NO REMAINING ASSETS OR LIABILITIES, THE FOUNDATION'S TRUSTEE HAS VOTED TO TERMINATE THE FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt040
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12661
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt040
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt040
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12661
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt040
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MOTT FUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0CHESTNUT FUND CO GOULSTON & STORRS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ADAM STEIN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0312 W FRANKLIN ST-SUITE 2
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1400 ATLANTIC AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHAPEL HILL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1BOSTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027516
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd102110
TaxesSchedule/TaxesDetail/Amt030000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0204647579
ReturnHeader/Filer/PhoneNum06174821776
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO GOULSTON STORRS 400 ATLANTIC
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043296226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICICCO GULMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 PRESIDENTIAL WAY SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001801
ReturnHeader/PreparerPersonGrp/PhoneNum07819375300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R DOWNING
ReturnHeader/ReturnTs02023-09-01T13:47:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$23,311
Expenses
$65,136
Net income
-$41,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.07$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$2.35$7.05$4.69
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.28$0.05$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.16$0.57$0.41
2018Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.48$2.10$1.62
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.67$0.23$0.44
2016Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.19$1.10$0.92
2015Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.39$1.27$0.88
2014Summary only. Only limited summary data is available for this year.$8.22$0.00$0.90$0.55$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.48$0.47$0.01
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.04$7.87$0.49
2011Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.48
2010Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.46