Civic Intelligence

The Rose Fund

990EZ • Fiscal year 2022 • EIN 20-4986493

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 18, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.3%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-8.3%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$213,832

Down $9,646 (-4.3%) from 2021

Net Assets

Down

$213,832

Down $9,646 (-4.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$39,288

Down $3,537 (-8.3%) from 2021

Expenses

Down

$48,934

Down $1,510 (-3.0%) from 2021

Net Income

Down

-$9,646

Down $2,027 (-27%) from 2021

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

2022

Assets$213,832
Liabilities$0
Net Assets$213,832

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

2022

Revenue$39,288
Expenses$48,934
Net Income-$9,646
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 18, 2023
Return Version
2022v5.0
Gross Receipts
$39,288
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.$48,834$48,834
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ROCKELMANNDirector-President-$0--
DON MOROSKIDirector-Treasurer-$0--
AMY ATCHISONDirector-$0--
KIM BEERSDirector-$0--
MARYFRANCES BONNERDirector-$0--
JOSH BRITTONDirector-$0--
JIM THACKERAYDirector-$0--
JENNIFER DIPAOLODirector-$0--
DEBRA BAYERSDirector-$0--
CHRISTOPHER TOBIAChief Financial Officer-$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
Chief Financial Officer
Phone
2158671805
Signed
2023-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Rebecca a Rodriguez
Phone
2108286281
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 469.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: grants. Grantee relationship: none. Amount given: 48,834.

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: 3,060. End of year amount: 3,185.

Raw XML Appendix196 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/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL ROCKELMANN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY ATCHISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KIM BEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARYFRANCES BONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSH BRITTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JENNIFER DIPAOLO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHIEF FINANCIAL OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 469.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: GRANTS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 48,834.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TAXES AND LICENSES. AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONTRIBUTION RECEIVABLE. BEG. OF YEAR AMOUNT: 3,060. END OF YEAR AMOUNT: 3,185.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS TOBIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02158671805
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROSE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0204986493
ReturnHeader/Filer/PhoneNum02158671805
ReturnHeader/Filer/USAddress/AddressLine1Txt029 FRIENDS LANE
ReturnHeader/Filer/USAddress/CityNm0NEWTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019026 RIDGEWOOD PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078259
ReturnHeader/PreparerPersonGrp/PhoneNum02108286281
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA A RODRIGUEZ
ReturnHeader/ReturnTs02023-04-19T13:33:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TOBIA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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