Civic Intelligence

The Rose Fund

990 • Fiscal year 2020 • EIN 20-4986493

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

Organization ProfileN/A
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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$231,097

Up $87,880 (+61%) from 2017

Net Assets

Up

$231,097

Up $87,880 (+61%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Up

$363,705

Up $327,191 (+896%) from 2017

Expenses

Up

$277,584

Up $239,674 (+632%) from 2017

Net Income

Up

$86,121

Up $87,517 (+6269%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2020

Assets$231,097
Liabilities$0
Net Assets$231,097
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

2020

Revenue$363,705
Expenses$277,584
Net Income$86,121
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Gross Receipts
$363,705
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$140,679$227,984▲ $87,305
Rtn Earn Endowment Incm Other Fnds$129,287$144,976▲ $15,689
Pd in Cap Srpls Land Bldg Eqp Fund$15,689$86,121▲ $70,432
Pledges and Grants Receivable$4,297$3,113▼ $1,184
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$144,976$231,097▲ $86,121
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,976$231,097▲ $86,121
Total Liabilities and Net Assets / Fund Balance$144,976$231,097▲ $86,121
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Paul RockelmannDirector-president
Amy AtchisonDirector
Jennfier DipaoloDirector
Jim ThackerayDirector
Josh BrittonDirector
Karen Bloschicak Thru 83020Director
Kim BeersDirector
Maryfrances BonnerDirector
Stephanie Walter Thru 81220Director
Lauren Fruchter Thru 10720Director-secretary
Don MoroskiDirector-treasury
Revenue and Support

Revenue Composition

Contributions and Grants
$363,162
Program Service Revenue
$0
Investment Income
$543
Other Revenue
$0
All Other Contributions
$363,162
Change in Net Assets
$86,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$277,484
Other Expenses$100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$277,484--$277,484
Other Expenses-$100-$100
Total Functional Expenses$277,484$100$0$277,584
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, Line 11B

“The form 990 is reviewed by the president and cfo prior to filing with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request for the same period of disclosure as set forth in section 6104(d).”

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
Chief Fiscal Officer
Phone
2158671805
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Tobia
Formed
2006
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Rsm US Llp
Address
30 SOUTH 17TH STREET SUITE 710, PHILADELPHIA, PA 19103
Preparer
MICHELLE O'NEILL
Phone
2157654600
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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REQUESTS FOR ASSISTANCE FROM TEAM MEMBERS MUST BE SIGNED OFF ON BY DIRECT SUPERVISOR. THE REQUEST IS THEN PASSED ALONG TO THE ROSE FUND COMMITTEE ADMIN, WHICH IS JEN KUPKA. JEN REVIEWS THE REQUEST, AND BEFORE SUBMISSION TO THE GREATER ROSE FUND COMMITTEE, MAKES SURE THERE IS ENOUGH INFORMATION PROVIDED BY PERSON IN NEED FOR THE COMMITTEE TO JUDGE ITS MERIT. SHE MAY ASK FOR MORE DOCUMENTATION TO PROVE NEED OF FINANCIAL ASSISTANCE. ONCE SHE RECEIVES THE ADDITIONAL INFORMATION (IF WARRANTED), SHE PASSES THE DOCUMENTATION AND FORMAL REQUEST TO THE COMMITTEE VIA EMAIL. THE COMMITTEE WILL REVIEW THE DOCUMENTATION AND SOMETIMES WILL ASK FOR MORE INFORMATION BEFORE MAKING A DECISION. AT SOME POINT, ALL COMMITTEE MEMBERS MAKE A JUDGEMENT CALL VIA EMAIL, INDEPENDENTLY, AS TO IF THERE IS A NEED FOR FINANCIAL ASSISTANCE AND HOW MUCH JEN KUPKA WILL AVERAGE THE AMOUNTS AND REQUEST AP TO PAY THAT. A ROSE FUND LETTER GOES TO THE TEAM MEMBER IN NEED ALONG WITH A CHECK.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CFO PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,097
Liabilities
$0
Net assets
$231,097
Revenue
$363,705
Expenses
$277,584
Net income
$86,121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.44$0.43$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.45$0.37$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.39$0.49$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.43$0.50$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$3.64$2.78$0.86
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.37$0.38$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.34$0.54$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.37$0.32$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.41$0.34$0.07
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.40$0.30$0.10
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.48$0.21$0.26
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.57$0.42$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits