Civic Intelligence

The Rose Fund

990EZ • Fiscal year 2017 • EIN 20-4986493

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

29 Friends LaneNewtown, PA 18940

(215) 867-1805

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

8.7%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$143,217

Down $1,396 (-1.0%) from 2016

Net Assets

Down

$143,217

Down $1,396 (-1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$36,514

Up $2,934 (+8.7%) from 2016

Expenses

Down

$37,910

Down $16,511 (-30%) from 2016

Net Income

Up

-$1,396

Up $19,445 (+93%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $116,501Liabilities 2011: $02011Assets 2012: $142,719Liabilities 2012: $02012Assets 2013: $153,010Liabilities 2013: $02013Assets 2014: $159,865Liabilities 2014: $0Net Assets 2014: $159,8652014Assets 2015: $165,454Liabilities 2015: $0Net Assets 2015: $165,4542015Assets 2016: $144,613Liabilities 2016: $0Net Assets 2016: $144,6132016Assets 2017: $143,217Liabilities 2017: $0Net Assets 2017: $143,2172017Assets 2020: $231,097Liabilities 2020: $0Net Assets 2020: $231,0972020Assets 2021: $223,478Liabilities 2021: $0Net Assets 2021: $223,4782021Assets 2022: $213,832Liabilities 2022: $0Net Assets 2022: $213,8322022Assets 2023: $221,705Liabilities 2023: $0Net Assets 2023: $221,7052023Assets 2024: $222,030Liabilities 2024: $0Net Assets 2024: $222,0302024

Highlighted filing

2017

Assets$143,217
Liabilities$0
Net Assets$143,217

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $57,412Expenses 2011: $41,539Net Income 2011: $15,8732011Revenue 2012: $47,605Expenses 2012: $21,386Net Income 2012: $26,2192012Revenue 2013: $40,086Expenses 2013: $29,795Net Income 2013: $10,2912013Revenue 2014: $40,505Expenses 2014: $33,650Net Income 2014: $6,8552014Revenue 2015: $37,154Expenses 2015: $31,565Net Income 2015: $5,5892015Revenue 2016: $33,580Expenses 2016: $54,421Net Income 2016: -$20,8412016Revenue 2017: $36,514Expenses 2017: $37,910Net Income 2017: -$1,3962017Revenue 2020: $363,705Expenses 2020: $277,584Net Income 2020: $86,1212020Revenue 2021: $42,825Expenses 2021: $50,444Net Income 2021: -$7,6192021Revenue 2022: $39,288Expenses 2022: $48,934Net Income 2022: -$9,6462022Revenue 2023: $44,515Expenses 2023: $36,642Net Income 2023: $7,8732023Revenue 2024: $43,536Expenses 2024: $43,211Net Income 2024: $3252024

Highlighted filing

2017

Revenue$36,514
Expenses$37,910
Net Income-$1,396
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Gross Receipts
$36,514
Mission and Program Overview

Mission

The primary purpose is to provide financial assistance, regardless of religious, cultural or ethnic background, to employees of the rose group and their families when they face severe economic hardship of a catastrophic life event.

Program Services

DescriptionGrantsExpenses
PROVIDING FINANCIAL ASSISTANCE, REGARDLESS OF RELIGIOUS, CULTURAL OR ETHNIC BACKGROUND, TO EMPLOYEES OF THE ROSE GROUP AND THEIR FAMILIES WHEN THEY FACE SEVERE ECONOMIC HARDSHIP OF A CATASTROPHIC LIFE EVENT.$37,810$37,810
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ROCKELMANNPresident-$0--
JEFF WIGDirector (Thru 12/12/17)-$0--
KIM BEERSDirector-$0--
KAREN BLOSCHICHAKDirector-$0--
REGINA GLUHOSKISecretary-$0--
DON MOROSKITreasurer-$0--
JIM THACKERAYDirector-$0--
JOSH BRITTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rose Fund
EIN
20-4986493
Phone
2158671805
Address
29 FRIENDS LANE, NEWTOWN, PA 18940

Signing Officer

Name
Chris Tobia
Title
CFO
Phone
2158671805
Signed
2018-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
518 TOWNSHIP LINE ROAD SUITE 300, BLUE BELL, PA 19422
Preparer
Lynne Johnson
Phone
2156418600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 202.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: taxes and licenses. Amount: 100.

Form 990-ez, Part II, Line 24 - Other Assets

Description: contribution receivable. Beg. Of year amount: 2,650. End of year amount: 2,956.

Raw XML Appendix182 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL ROCKELMANN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOSH BRITTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR (THRU 12/12/17)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TAXES AND LICENSES. AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONTRIBUTION RECEIVABLE. BEG. OF YEAR AMOUNT: 2,650. END OF YEAR AMOUNT: 2,956.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS TOBIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02158671805
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0204986493
ReturnHeader/Filer/PhoneNum02158671805
ReturnHeader/Filer/USAddress/AddressLine1Txt029 FRIENDS LANE
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ReturnHeader/FilingSecurityInformation/IPTm016:07:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0518 TOWNSHIP LINE ROAD SUITE 300
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum02156418600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE JOHNSON
ReturnHeader/ReturnTs02018-04-24T07:40:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings