Civic Intelligence

The Rose Fund

990EZ • Fiscal year 2024 • EIN 20-4986493

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 11, 2025

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

45th percentile

0.7%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-2.2%

Faster revenue growth than 43% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$222,030

Up $325 (+0.1%) from 2023

Net Assets

Up

$222,030

Up $325 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$43,536

Down $979 (-2.2%) from 2023

Expenses

Up

$43,211

Up $6,569 (+18%) from 2023

Net Income

Down

$325

Down $7,548 (-96%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2024

Assets$222,030
Liabilities$0
Net Assets$222,030
Open 2024 Filing

Operations Trend

Revenue Growth43rd 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

2024

Revenue$43,536
Expenses$43,211
Net Income$325
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 11, 2025
Return Version
2024v5.0
Gross Receipts
$43,536
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
PROVIDE FINANCIAL ASSISTANCE, REGARDLESS OF RELIGIOUS, CULTURAL OR ETHNIC BACKGROUND, TO EMPLOYEES OF THE ROSE GROUP AND THEIR FAMILIES WHEN THEY FACE SEVERE HARDSHIP OF A CATASTROPHIC LIFE EVENT.$40,700$40,700
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ROCKELMANNDirector-President-$0--
DON MOROSKIDirector-Treasurer-$0--
JENNIFER KUPKADirector - Secretary-$0--
AMY ATCHISONDirector-$0--
KIM BEERSDirector-$0--
MARYFRANCES BONNERDirector-$0--
JOSH BRITTONDirector-$0--
DEBRA BAYERSDirector-$0--
JANE MEYERSDirector (As Of 3/29/24)-$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
Christopher Tobia
Title
Chief Financial Officer
Phone
2158671805
Signed
2025-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 SOUTH 17TH STREET SUITE 710, PHILADELPHIA, PA 19103
Preparer
MICHELLE O'NEILL
Phone
2157654600
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 10,161.”

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

“Activity classification: . Grantee name: grants. Grantee relationship: none. Amount given: 40,700.”

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

“Description: taxes and licenses. Amount: 100. Description: bank charges. Amount: 2,411. Total to form 990-ez, line 16: 2,511.”

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

“Description: contribution receivable, net. Beg. Of year amount: 2,952. End of year amount: 804. Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 1,402.”

Raw XML Appendix191 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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IRS990EZ/BooksInCareOfDetail/PhoneNum02158671805
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018940
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0218753
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL ROCKELMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DON MOROSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER KUPKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY ATCHISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM BEERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARYFRANCES BONNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOSH BRITTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBRA BAYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JANE MEYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRISTOPHER TOBIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR-TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR - SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR (AS OF 3/29/24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CHIEF FINANCIAL OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02952
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02206
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02511
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FINANCIAL ASSISTANCE, REGARDLESS OF RELIGIOUS, CULTURAL OR ETHNIC BACKGROUND, TO EMPLOYEES OF THE ROSE GROUP AND THEIR FAMILIES WHEN THEY FACE SEVERE HARDSHIP OF A CATASTROPHIC LIFE EVENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040700
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043211
IRS990EZ/TotalProgramServiceExpensesAmt040700
IRS990EZ/TotalRevenueAmt043536
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt038819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0363162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0516790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0469
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0462
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0543
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017079
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76140
IRS990ScheduleA/PublicSupportPY170Pct00.78550
IRS990ScheduleA/PublicSupportTotal170Amt0406467
IRS990ScheduleA/SubstantialContributorsTotAmt0110323
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt039071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt038819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0363162
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0516790
IRS990ScheduleA/TotalSupportAmt0533869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10,161.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: GRANTS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 40,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TAXES AND LICENSES. AMOUNT: 100. DESCRIPTION: BANK CHARGES. AMOUNT: 2,411. TOTAL TO FORM 990-EZ, LINE 16: 2,511.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONTRIBUTION RECEIVABLE, NET. BEG. OF YEAR AMOUNT: 2,952. END OF YEAR AMOUNT: 804. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,402.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER TOBIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02158671805
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-11
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
ReturnHeader/Filer/USAddress/ZIPCd018940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 SOUTH 17TH STREET SUITE 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02157654600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE O'NEILL
ReturnHeader/ReturnTs02025-03-15T10:57:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$222,030
Liabilities
$0
Net assets
$222,030
Revenue
$43,536
Expenses
$43,211
Net income
$325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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