Civic Intelligence

Rose Family Foundation Inc.

990PF • Fiscal year 2015 • EIN 32-0048903

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 08, 2015

Organization Profile

Refreshing map…

1623 Sangers LaneStaunton, VA 24401

(540) 885-0750

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

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.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$380,452

Up $49,931 (+15%) from 2014

Net Assets

Up

$380,452

Up $49,931 (+15%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Up

$70,031

Up $40,873 (+140%) from 2014

Expenses

Down

$20,100

Down $3,977 (-17%) from 2014

Net Income

Up

$49,931

Up $44,850 (+883%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$400K$300K$200K$100K$0Assets 2013: $325,440Liabilities 2013: $0Net Assets 2013: $325,4402013Assets 2014: $330,521Liabilities 2014: $0Net Assets 2014: $330,5212014Assets 2015: $380,452Liabilities 2015: $0Net Assets 2015: $380,4522015Assets 2016: $295,798Liabilities 2016: $0Net Assets 2016: $295,7982016Assets 2017: $302,424Liabilities 2017: $0Net Assets 2017: $302,4242017Assets 2018: $294,395Liabilities 2018: $0Net Assets 2018: $294,3952018Assets 2019: $284,679Liabilities 2019: $0Net Assets 2019: $284,6792019Assets 2020: $281,321Liabilities 2020: $0Net Assets 2020: $281,3212020Assets 2021: $282,253Liabilities 2021: $0Net Assets 2021: $282,2532021Assets 2022: $273,489Liabilities 2022: $0Net Assets 2022: $273,4892022Assets 2025: $289,796Liabilities 2025: $0Net Assets 2025: $289,7962025

Highlighted filing

2015

Assets$380,452
Liabilities$0
Net Assets$380,452
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50K-$100KExpenses 2013: $19,0282013Revenue 2014: $29,158Expenses 2014: $24,077Net Income 2014: $5,0812014Revenue 2015: $70,031Expenses 2015: $20,100Net Income 2015: $49,9312015Revenue 2016: -$65,065Expenses 2016: $19,589Net Income 2016: -$84,6542016Revenue 2017: $27,932Expenses 2017: $21,306Net Income 2017: $6,6262017Revenue 2018: $15,182Expenses 2018: $23,211Net Income 2018: -$8,0292018Revenue 2019: $15,253Expenses 2019: $24,969Net Income 2019: -$9,7162019Revenue 2020: $23,612Expenses 2020: $26,970Net Income 2020: -$3,3582020Revenue 2021: $33,536Expenses 2021: $32,604Net Income 2021: $9322021Revenue 2022: $22,954Expenses 2022: $31,718Net Income 2022: -$8,7642022Revenue 2025: $69,623Expenses 2025: $34,227Net Income 2025: $35,3962025

Highlighted filing

2015

Revenue$70,031
Expenses$20,100
Net Income$49,931
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE ROSETrusteePT$0--
MICHAEL ROSETrusteePT$0--
JOSEPH METHESONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Rose Family Foundation Inc
EIN
32-0048903
Address
1623 SANGERS LANE, STAUNTON, VA 24401

Signing Officer

Name
Michael Rose
Title
Trustee
Signed
2015-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Didawick & Company Pc
Address
PO BOX 2976, STAUNTON, VA 24402
Preparer
David W Didawick CPA
Phone
5408850855
Raw XML Appendix353 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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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MIKE ROSE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01623 SANGERS LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STAUNTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd024401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05408850750
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BONNIE ROSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09085981251
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01623 SANGERS LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0STAUNTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd024401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BENEFIT COMMUNITY ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION PROMOTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSIST THE POOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3BENEFIT COMMUNITY ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4BENEFIT COMMUNITY ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DUKE DIVINITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VALLEY MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RAFIKI FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BIBLE STUDY FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08701 LEEDS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1BOX 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21513 W BEVERLEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 1988
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt419001 HUEBNER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STAUNTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EUSTIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1277080581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd224401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3327271988
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4782584019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017850
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/AppliedToCurrentYearAmt018636
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04006
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05470
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04006
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01464
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05470
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01869
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01869
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0416
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CSC AGENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0416
TaxesSchedule/TaxesDetail/Amt0835
TaxesSchedule/TaxesDetail/Amt1219
TaxesSchedule/TaxesDetail/Amt230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT INCOME TAX EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt2NEW JERSEY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0835
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1219
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt230
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSE FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0320048903
ReturnHeader/Filer/USAddress/AddressLine1Txt01623 SANGERS LANE
ReturnHeader/Filer/USAddress/CityNm0STAUNTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541384711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIDAWICK & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2976
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024402
ReturnHeader/PreparerPersonGrp/PhoneNum05408850855
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W DIDAWICK CPA
ReturnHeader/ReturnTs02015-12-10T13:36:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,452
Liabilities
$0
Net assets
$380,452
Revenue
$70,031
Expenses
$20,100
Net income
$49,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.70$0.34$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.23$0.32$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.34$0.33$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.24$0.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.15$0.25$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.15$0.23$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.28$0.21$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.65$0.20$0.85
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.70$0.20$0.50
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.29$0.24$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.19