Civic Intelligence

Joan Rose Foundation

990EZ • Fiscal year 2014 • EIN 27-3057377

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2016

Organization ProfileWWW.JOANROSEFOUNDATION.COM
1471 N GlengarryBloomfield Village, MI 48301-2239

(586) 634-0568

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.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

16th percentile

-18%

Higher net margin than 16% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$33,754

Down $20,598 (-38%) from 2013

Net Assets

Down

$33,754

Down $20,598 (-38%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin16th percentile

Revenue

Up

$112,257

Up $18,530 (+20%) from 2013

Expenses

Up

$132,855

Up $57,824 (+77%) from 2013

Net Income

Down

-$20,598

Down $39,294 (-210%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2012: $35,656Liabilities 2012: $0Net Assets 2012: $35,6562012Assets 2013: $54,352Liabilities 2013: $0Net Assets 2013: $54,3522013Assets 2014: $33,754Liabilities 2014: $0Net Assets 2014: $33,7542014Assets 2015: $223,895Liabilities 2015: $73,300Net Assets 2015: $150,5952015Assets 2022: $242,505Liabilities 2022: $62,763Net Assets 2022: $179,7422022Assets 2023: $218,162Liabilities 2023: $60,863Net Assets 2023: $157,2992023Assets 2024: $220,360Liabilities 2024: $58,009Net Assets 2024: $162,3512024Assets 2025: $252,372Liabilities 2025: $54,027Net Assets 2025: $198,3452025

Highlighted filing

2014

Assets$33,754
Liabilities$0
Net Assets$33,754
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $72,710Expenses 2012: $61,192Net Income 2012: $11,5182012Revenue 2013: $93,727Expenses 2013: $75,031Net Income 2013: $18,6962013Revenue 2014: $112,257Expenses 2014: $132,855Net Income 2014: -$20,5982014Revenue 2015: $232,797Expenses 2015: $115,956Net Income 2015: $116,8412015Revenue 2022: $229,672Expenses 2022: $227,835Net Income 2022: $1,8372022Revenue 2023: $216,568Expenses 2023: $239,011Net Income 2023: -$22,4432023Revenue 2024: $275,500Expenses 2024: $270,448Net Income 2024: $5,0522024Revenue 2025: $305,889Expenses 2025: $261,336Net Income 2025: $44,5532025

Highlighted filing

2014

Revenue$112,257
Expenses$132,855
Net Income-$20,598
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2016
Return Version
2014v6.0
Gross Receipts
$112,257
Mission and Program Overview

Mission

Our mission is to provide impoverished Children in Haiti with the opportunity to achieve real success in life. We do this by providing food and healthcare for the cihldren while also enrolling them in private school and providing them tutoring and after school activities.

To help give children born into poverty a chance at success in life. The organization's goal is to improve these children's health, education and prospects in life.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAS ONE DEVELOPMENT PROGRAM IN ESPERANZA, DOMINICAN REPUBLIC. THE DEVELOPMENT PROGRAM IS ATTENDED BY 120 CHILDREN AND PROVIDES THE CHILDREN WITH FOOD, EDUCATION, CLOTHING, MEDICINE, MEDICIAL CHECK-UPS AND CHARACTER DEVELOPMENT.$0$129,300
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID PALMERPresident/Director-$0--
MICHAEL LENCHNERDirector-$0--
JEFFREY KOONSDirector-$0--
BENJAMIN BROCKLANDDirector-$0--
BRANNIN MCBEEDirector-$0--
DANIEL KATEBINI-STENGELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joan Rose Foundation
EIN
27-3057377
Phone
5866340568
Address
1471 N GLENGARRY, BLOOMFIELD VILLAGE, MI 48301-2239

Signing Officer

Name
David Palmer
Title
President/director
Phone
5866340568
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
39300 W TWELVE MILE RD SUITE 100, FARMINGTON HILLS, MI 48331-2989
Preparer
Craig a Mathiesen CPA Mst
Phone
2485791100
Supplemental Narrative

Additional Explanations

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

“Description: food. Amount: 45,345. Description: clothing. Amount: 3,192. Description: medicine. Amount: 11,061. Description: bank fees. Amount: 382. Description: facility maintenance. Amount: 5,062. Description: classroom supplies. Amount: 2,186. Description: cleaning supplies. Amount: 1,427. Description: misc fundraising expense. Amount: 1,890. Total to form 990-ez, line 16: 70,545.”

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

“Description: loan receivable. Beg. Of year amount: 15,493. End of year amount: 0.”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RILEY ELAM
IRS990EZ/BooksInCareOfDetail/PhoneNum05866340568
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01471 N GLENGARRY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMFIELD VILLAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0483012239
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038859
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033754
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112257
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-20598
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03173
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeCountryCd0DR
IRS990EZ/ForeignOfficeInd01
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IRS990EZ/GrossReceiptsAmt0112257
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054352
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033754
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054352
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033754
IRS990EZ/OccupancyRentUtltsAndMaintAmt028648
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID PALMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL LENCHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFFREY KOONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BENJAMIN BROCKLAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRANNIN MCBEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DANIEL KATEBINI-STENGEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt015493
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt070545
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP GIVE CHILDREN BORN INTO POVERTY A CHANCE AT SUCCESS IN LIFE. THE ORGANIZATION'S GOAL IS TO IMPROVE THESE CHILDREN'S HEALTH, EDUCATION AND PROSPECTS IN LIFE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HAS ONE DEVELOPMENT PROGRAM IN ESPERANZA, DOMINICAN REPUBLIC. THE DEVELOPMENT PROGRAM IS ATTENDED BY 120 CHILDREN AND PROVIDES THE CHILDREN WITH FOOD, EDUCATION, CLOTHING, MEDICINE, MEDICIAL CHECK-UPS AND CHARACTER DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0129300
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt030489
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0132855
IRS990EZ/TotalProgramServiceExpensesAmt0129300
IRS990EZ/TotalRevenueAmt0112257
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JOANROSEFOUNDATION.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112257
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt093727
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt063051
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0341745
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0285340
IRS990ScheduleA/SubstantialContributorsTotAmt056405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112257
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt093727
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt072710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt063051
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0341745
IRS990ScheduleA/TotalSupportAmt0341745
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FOOD. AMOUNT: 45,345. DESCRIPTION: CLOTHING. AMOUNT: 3,192. DESCRIPTION: MEDICINE. AMOUNT: 11,061. DESCRIPTION: BANK FEES. AMOUNT: 382. DESCRIPTION: FACILITY MAINTENANCE. AMOUNT: 5,062. DESCRIPTION: CLASSROOM SUPPLIES. AMOUNT: 2,186. DESCRIPTION: CLEANING SUPPLIES. AMOUNT: 1,427. DESCRIPTION: MISC FUNDRAISING EXPENSE. AMOUNT: 1,890. TOTAL TO FORM 990-EZ, LINE 16: 70,545.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOAN RECEIVABLE. BEG. OF YEAR AMOUNT: 15,493. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PALMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05866340568
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN ROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0273057377
ReturnHeader/Filer/PhoneNum05866340568
ReturnHeader/Filer/USAddress/AddressLine1Txt01471 N GLENGARRY
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0483012239
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383635706
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REHMANN ROBSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt039300 W TWELVE MILE RD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0483312989
ReturnHeader/PreparerPersonGrp/PhoneNum02485791100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG A MATHIESEN CPA MST
ReturnHeader/ReturnTs02016-11-15T13:59:55-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,754
Liabilities
$0
Net assets
$33,754
Revenue
$112,257
Expenses
$132,855
Net income
-$20,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.52$0.54$1.98$3.06$2.61$0.45
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.58$1.62$2.76$2.70$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.61$1.57$2.17$2.39$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.63$1.80$2.30$2.28$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.73$1.51$2.33$1.16$1.17
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$1.12$1.33$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.94$0.75$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.73$0.61$0.12