Civic Intelligence

The Rose Foundation Inc.

990PF • Fiscal year 2020 • EIN 22-2586241

Dec 01, 2019 to Nov 30, 2020 • Filed on Jul 26, 2021

Organization Profile
8 Washington StreetBeverly, MA 01915

(978) 922-5000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$601,863

Up $395 (+0.1%) from 2019

Net Assets

Up

$601,863

Up $395 (+0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin43rd percentile

Revenue

Up

$30,661

Up $74,874 (+169%) from 2019

Expenses

Down

$30,266

Down $5,781 (-16%) from 2019

Net Income

Up

$395

Up $80,655 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $559,303Liabilities 2011: $02011Assets 2012: $539,273Liabilities 2012: $02012Assets 2013: $571,101Liabilities 2013: $02013Assets 2014: $687,327Liabilities 2014: $02014Assets 2015: $652,258Liabilities 2015: $02015Assets 2019: $601,468Liabilities 2019: $0Net Assets 2019: $601,4682019Assets 2020: $601,863Liabilities 2020: $0Net Assets 2020: $601,8632020Assets 2021: $634,163Liabilities 2021: $0Net Assets 2021: $634,1632021Assets 2022: $636,245Liabilities 2022: $0Net Assets 2022: $636,2452022Assets 2023: $619,624Liabilities 2023: $0Net Assets 2023: $619,6242023Assets 2024: $541,645Liabilities 2024: $0Net Assets 2024: $541,6452024

Highlighted filing

2020

Assets$601,863
Liabilities$0
Net Assets$601,863
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2011: $7,407Expenses 2011: $31,617Net Income 2011: -$24,2102011Revenue 2012: $13,282Expenses 2012: $33,312Net Income 2012: -$20,0302012Revenue 2013: $77,617Expenses 2013: $45,789Net Income 2013: $31,8282013Revenue 2014: $176,016Expenses 2014: $59,790Net Income 2014: $116,2262014Revenue 2015: $1,447Expenses 2015: $36,516Net Income 2015: -$35,0692015Revenue 2019: -$44,213Expenses 2019: $36,047Net Income 2019: -$80,2602019Revenue 2020: $30,661Expenses 2020: $30,266Net Income 2020: $3952020Revenue 2021: $83,680Expenses 2021: $51,380Net Income 2021: $32,3002021Revenue 2022: $31,171Expenses 2022: $31,985Net Income 2022: -$8142022Revenue 2023: $6,976Expenses 2023: $25,279Net Income 2023: -$18,3032023Revenue 2024: -$36,721Expenses 2024: $41,055Net Income 2024: -$77,7762024

Highlighted filing

2020

Revenue$30,661
Expenses$30,266
Net Income$395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jul 26, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA G ROSEPresident-$0--
ROBERT M ROSETreasurerPT$0--
JOHN GLOVSKY ESQDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Rose Foundation Inc
EIN
22-2586241
Phone
9789225000
Address
8 WASHINGTON STREET, BEVERLY, MA 01915

Signing Officer

Name
Robert M Rose
Title
Treasurer
Signed
2021-07-26
Discuss with paid preparer
Yes

Preparer

Firm
Farrar Gates & Green LLC
Address
153 ANDOVER ST SUITE 108 A, DANVERS, MA 01923
Preparer
Anthony Gates CPA Pfs Cfp
Phone
9786055030
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001907
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd101970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449507
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01019
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06155
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0462
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0231
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
TaxesSchedule/TaxesDetail/Amt01936
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01936
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0222586241
ReturnHeader/Filer/PhoneNum09789225000
ReturnHeader/Filer/USAddress/AddressLine1Txt08 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0BEVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001915
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263777593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FARRAR GATES & GREEN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0153 ANDOVER ST SUITE 108 A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001923
ReturnHeader/PreparerPersonGrp/PhoneNum09786055030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY GATES CPA PFS CFP
ReturnHeader/ReturnTs02021-07-26T12:45:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$601,863
Liabilities
$0
Net assets
$601,863
Revenue
$30,661
Expenses
$30,266
Net income
$395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.37$0.41$0.78
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$0.07$0.25$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.00$6.36$0.31$0.32$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.84$0.51$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.31$0.30$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.44$0.36$0.80
2015Summary only. Only limited summary data is available for this year.$6.52$0.00$0.01$0.37$0.35
2014Summary only. Only limited summary data is available for this year.$6.87$0.00$1.76$0.60$1.16
2013Summary only. Only limited summary data is available for this year.$5.71$0.00$0.78$0.46$0.32
2012Summary only. Only limited summary data is available for this year.$5.39$0.00$0.13$0.33$0.20
2011Summary only. Only limited summary data is available for this year.$5.59$0.00$0.07$0.32$0.24
Peer Organizations

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