Civic Intelligence

The Rose

990 • Fiscal year 2022 • EIN 76-0193812

Aug 01, 2021 to Jul 31, 2022 • Filed on Mar 28, 2023

12700 N Featherwood Dr 260Houston, TX 77034-4494

(281) 484-4708

Siviq Scores

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

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.17x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$187,092

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

56th percentile

2.6%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

47th percentile

2.4%

Faster revenue growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$17,273,046

Up $441,130 (+2.6%) from 2021

Net Assets

Up

$14,524,910

Up $1,728,941 (+14%) from 2021

Liabilities

Down

$2,748,136

Down $1,287,811 (-32%) from 2021

Revenue

Up

$15,797,172

Up $367,204 (+2.4%) from 2021

Expenses

Up

$14,073,917

Up $1,739,438 (+14%) from 2021

Net Income

Down

$1,723,255

Down $1,372,234 (-44%) from 2021

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $7,996,323Liabilities 2011: $3,898,724Net Assets 2011: $4,097,5992011Assets 2012: $7,685,074Liabilities 2012: $3,505,559Net Assets 2012: $4,179,5152012Assets 2013: $8,550,056Liabilities 2013: $3,363,448Net Assets 2013: $5,186,6082013Assets 2014: $8,471,178Liabilities 2014: $3,290,015Net Assets 2014: $5,181,1632014Assets 2015: $8,968,337Liabilities 2015: $3,054,531Net Assets 2015: $5,913,8062015Assets 2016: $8,952,708Liabilities 2016: $2,871,012Net Assets 2016: $6,081,6962016Assets 2017: $9,843,210Liabilities 2017: $2,648,097Net Assets 2017: $7,195,1132017Assets 2018: $11,456,218Liabilities 2018: $3,313,472Net Assets 2018: $8,142,7462018Assets 2019: $11,442,550Liabilities 2019: $2,451,058Net Assets 2019: $8,991,4922019Assets 2020: $13,723,623Liabilities 2020: $4,030,312Net Assets 2020: $9,693,3112020Assets 2021: $16,831,916Liabilities 2021: $4,035,947Net Assets 2021: $12,795,9692021Assets 2022: $17,273,046Liabilities 2022: $2,748,136Net Assets 2022: $14,524,9102022Assets 2023: $18,762,352Liabilities 2023: $4,009,928Net Assets 2023: $14,752,4242023Assets 2024: $16,707,253Liabilities 2024: $3,993,923Net Assets 2024: $12,713,3302024

Highlighted filing

2022

Assets$17,273,046
Liabilities$2,748,136
Net Assets$14,524,910

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,710,682Expenses 2011: $8,179,976Net Income 2011: $530,7062011Revenue 2012: $8,619,745Expenses 2012: $8,537,829Net Income 2012: $81,9162012Revenue 2013: $10,415,922Expenses 2013: $9,408,829Net Income 2013: $1,007,0932013Revenue 2014: $10,018,318Expenses 2014: $9,951,552Net Income 2014: $66,7662014Revenue 2015: $11,503,815Expenses 2015: $10,771,172Net Income 2015: $732,6432015Revenue 2016: $11,650,259Expenses 2016: $11,482,370Net Income 2016: $167,8892016Revenue 2017: $13,060,017Expenses 2017: $11,946,600Net Income 2017: $1,113,4172017Revenue 2018: $13,718,504Expenses 2018: $12,770,871Net Income 2018: $947,6332018Revenue 2019: $14,198,940Expenses 2019: $13,350,194Net Income 2019: $848,7462019Revenue 2020: $13,863,365Expenses 2020: $13,161,938Net Income 2020: $701,4272020Revenue 2021: $15,429,968Expenses 2021: $12,334,479Net Income 2021: $3,095,4892021Revenue 2022: $15,797,172Expenses 2022: $14,073,917Net Income 2022: $1,723,2552022Revenue 2023: $15,485,247Expenses 2023: $15,265,960Net Income 2023: $219,2872023Revenue 2024: $14,419,705Expenses 2024: $16,471,873Net Income 2024: -$2,052,1682024

Highlighted filing

2022

Revenue$15,797,172
Expenses$14,073,917
Net Income$1,723,255
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Mar 28, 2023
Return Version
2021v4.2
Gross Receipts
$16,003,548
Mission and Program Overview

Mission

The mission of the rose is saving lives through quality breast health services, advocacy and access to care for all.

Saving lives through quality breast health services, advocacy and access to care for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,613,123$7,627,112▲ $13,989
Land, Buildings, and Equipment, Net$7,377,488$7,320,541▼ $56,947
Accounts Receivable$940,086$1,461,425▲ $521,339
Prepaid Expenses and Deferred Charges$294,633$422,057▲ $127,424
Pledges and Grants Receivable$373,935$346,079▼ $27,856
Investments in Publicly Traded Securities$231,748$94,932▼ $136,816
Cash and Non-Interest-Bearing Accounts$900$900→ $0
Investments Other Securities$3--
Total Assets$16,831,916$17,273,046▲ $441,130
Liabilities
Accounts Payable and Accrued Expenses$1,120,715$1,269,040▲ $148,325
Mortgage Notes Payable Secured by Investment Property$2,295,909$894,014▼ $1,401,895
Other Liabilities$619,323$585,082▼ $34,241
Total Liabilities$4,035,947$2,748,136▼ $1,287,811
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,132,541$11,799,529▲ $1,666,988
Net Assets With Donor Restrictions$2,663,428$2,725,381▲ $61,953
Total Net Assets Fund Balance$12,795,969$14,524,910▲ $1,728,941
Total Liabilities and Net Assets / Fund Balance$16,831,916$17,273,046▲ $441,130

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,455,390$2,040,389-
Other Land Buildings$1,191,489$607,485-
Land$460,496--
Equipment$2,717,182$5,952,219-
Leasehold Improvements$495,984$133,568-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dorothy W GibbonsCEOFT$163,791$23,301$187,092
Pamela LyleCFOFT$132,929$21,976$154,905
Jessica DuckworthCAOFT$120,149$22,115$142,264
Bernice JosephFormer COOFT$116,938$12,041$128,979
Shannon LecoqChief Development OfficerFT$116,450$5,577$122,027

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Birads Rad INCRadiologist800 BONAVENTURE WAY STE 130, Sugarland, TX 77479$489,328
Inversion Recovery Imaging LllPhysician3343 FAIRVIEW, Pasadena, TX 77504$376,104
Travelrad PaRadiologist10685 B HAZELHURST DR 19733, Houston, TX 77043$352,437
-Radiologist3627 GRAMERCY ST, Houston, TX 77025$211,208
-Radiologist2101 CALYPSO BAY CT, Pearland, TX 77584$193,600
Revenue and Support

Revenue Composition

Contributions and Grants
$5,414,137
Program Service Revenue
$9,736,498
Investment Income
$12,547
Other Revenue
$633,990
All Other Contributions
$4,193,637
Change in Net Assets
$1,723,255

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Other Non Cash Contri Table$27,439
Securities Publicly Traded$25,112
Other Non Cash Contri Table$2,283
Total Noncash Contributions$54,834

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,797,172
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,688
Total Revenue per Audited Statements
$15,802,860
Total Revenue per Form 990
$15,797,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,229,230
Salaries, Compensation, and Employee Benefits$6,844,687
Total Fundraising Expense$706,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,812,725$233,254$309,428$5,355,407
Fees for Services Other$2,926,996$139,325$55,089$3,121,410
Depreciation Depletion$1,091,520$20,471$18,988$1,130,979
Occupancy$715,036$177,655$96,210$988,901
Payroll Taxes$413,416$40,596$25,705$479,717
Current Officers, Directors, Trustees, and Key Employees$132,138$292,708$17,042$441,888
Other Employee Benefits$363,097$41,290$21,916$426,303
Insurance$161,238$18,335$9,732$189,305
Office Expenses$127,840$12,985$13,190$154,015
Pension Plan Contributions$101,119$28,739$11,514$141,372
Other Expenses$99,232$12,698$10,527$122,457
All Other Expenses$111,233--$111,233
Travel$89,486$1,126$3,627$94,239
Fees for Services Accounting$42,464$8,674$3,430$54,568
Fees for Services Legal$21,353$4,362$1,725$27,440
Advertising$7,435$1,519$600$9,554
Total Functional Expenses$12,249,776$1,117,714$706,427$14,073,917

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,073,917
Total Expenses per Audited Statements$14,073,917
Total Expenses per Form 990$14,073,917
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$638,697
Fundraising Direct Expenses$86,798
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
A Time to Care Luncheon$463,906$463,906$52,195$411,711
Shrimp Boil$102,591$102,591$20,170$82,421
Total Events$638,697$638,697$86,798$551,899
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Incentive Obiligation$373,058
Deferred Rent$212,024
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The finance committee, as designated by the rose's board of directors, reviews a draft copy of form 990/990t, as prepared by its cpa, in conjunction with the audited financial statements and other records of the rose. The finance committee discusses and resolves any questions regarding the draft form 990/990t. A copy of the form 990 /990t is then provided to all board members for their review before submission to the irs.

Form 990, Part VI, Section B, Line 12C

At the beginning of the rose's fiscal year or a board member's term of office, each board member and officer of the rose is required to review the rose's written policies with regard to "conflict of interest and report to the rose's board and the rose's management any known or possible conflict of interest.

Form 990, Part VI, Section B, Line 15

Compensation for the rose's ceo is determined and approved by the executive committee, as designated by the rose's board of directors, on an annual basis.

Form 990, Part VI, Section C, Line 18

Governing documents are made available upon request. Forms 990 and 990-t are available on the rose's website.

Form 990, Part VI, Section C, Line 19

Governing documents are made available upon request. Forms 990 and 990-t are available on the rose's website.

Filing and Contact Details

Filer

Filer Name
The Rose
EIN
76-0193812
Phone
2814844708
Address
12700 N FEATHERWOOD DR 260, HOUSTON, TX 77034-4494

Signing Officer

Name
Dorothy Gibbons
Title
CEO
Phone
2814844708
Signed
2023-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dorothy Gibbons
Formed
1986
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
134
Volunteers
320

Preparer

Firm
Ham Langston & Brezina Llp
Address
1011 TREMONT STREET, GALVESTON, TX 77550
Preparer
Ann S Masel CPA
Phone
4097659311
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional fees: program service expenses 68,746. Management and general expenses 14,043. Fundraising expenses 5,552. Total expenses 88,341. Purchased services: program service expenses 613,321. Management and general expenses 125,282. Fundraising expenses 49,537. Total expenses 788,140. Lab services: program service expenses 175,706. Management and general expenses 0. Fundraising expenses 0. Total expenses 175,706. Surgical service: program service expenses 106,446. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,446. Physician provider services: program service expenses 1,962,777. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,962,777.

FORM 990, PART XI, LINE 9:

ROUNDING -2.

Part XII, Line 2C

No change from prior year.

Financial Statement Notes

PART X, LINE 2:

During years ended july 31, 2022, 2021 and 2020, the rose did not incur any federal income tax liability as a result of any unrelated business income. The rose believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.

Raw XML AppendixShowing 400 of 770 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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IRS990/Desc0THE ROSE PRIMARY EXEMPT PURPOSE IS PROVIDING ACCESS TO BREAST HEALTH CARE BY OFFERING DIRECT MEDICAL SERVICES AND ACCESS TO TREATMENT REGARDLESS OF THE PATIENT'S ABILITY TO PAY. THE EMPOWER HER SPONSORSHIP PROGRAM ENSURES THAT UNINSURED OR UNDERINSURED WOMEN HAVE ACCESS TO THE SAME STANDARD OF COMPASSIONATE, HIGH QUALITY BREAST HEALTH CARE AS THE INSURED. THE EMPOWER HER PROGRAM OFFERS A CONTINUUM OF CARE THAT STARTS WITH COMMUNITY OUTREACH AND EDUCATION AND THEN MOVES INTO PROVIDING DIRECT MEDICAL SERVICES INCLUDING MAMMOGRAPHY SCREENING, DIAGNOSTIC EXAMS AND BIOPSIES AND FINALLY ACCESS TO TREATMENT AND FOLLOW-UP WHEN A WOMAN IS DIAGNOSED WITH BREAST CANCER. SPONSORSHIP IS PROVIDED TO WOMEN MEETING LOW INCOME, UNINSURED OR UNDERINSURED GUIDELINES. IN THIS REPORTING PERIOD, THROUGH EMPOWER HER, THE ROSE SERVED 7,139 INDIVIDUAL, UNDUPLICATED UNINSURED WOMEN AND PROVIDED 17,193 SPONSORED DIAGNOSTIC SERVICES TO MEDICALLY UNDERSERVED WOMEN, INCLUDING DIAGNOSTIC MAMMOGRAMS, BREAST ULTRASOUNDS, PHYSICIAN CONSULTATION, CORE BIOPSIES AND OFFICE VISITS. OF THE UNINSURED PATIENTS, 661 RECEIVED BIOPSIES.TO DIMINISH THE BARRIER OF GEOGRAPHY TO ACCESSING ROUTINE BREAST HEALTH SCREENINGS, THE ROSE'S MOBILE MAMMOGRAPHY HEALTH COACHES TRAVEL FIVE DAYS A WEEK TO PROVIDE BREAST HEALTH SCREENINGS TO INSURED AND UNINSURED WOMEN FROM 60 COUNTIES THROUGHOUT SOUTHEAST TEXAS SERVING 8,730 WOMEN OF WHICH, 3,573 WERE UNINSURED. FIFTY PERCENT OF ALL UNINSURED PATIENTS NEEDING ROUTINE ANNUAL MAMMOGRAPHY SCREENING DID SO VIA THE ROSE MOBILE MAMMOGRAPHY PROGRAM. THIS DATA UNDERSCORES THE NEED FOR ACCESS TO CARE PARTICULARLY IN RURAL AREAS AND SUGGEST THAT THE MAJORITY OF OUR UNDERSERVED CONSTITUENTS HAD LIMITATIONS WITH TRANSPORTATION, ACCESSIBLE AND/OR AFFORDABLE SCREENING FACILITIES IN THEIR HOME COMMUNITIES. WITH THE MOBILE PROGRAM, STRATEGIC COMMUNITY ENGAGEMENT EFFORTS GREATLY EXPAND ACCESS TO BREAST HEALTH CARE SERVICES WHERE WOMEN NEED THEM THE MOST. COMMUNITY PATIENT NAVIGATORS ARE UTILIZED TO REACH RURAL COUNTIES, AND ACT AS LIAISONS TO BRIDGE THE GAPS IN HEALTHCARE BY CONNECTING PATIENTS AND HEALTH SYSTEMS TO AREA RESOURCES, ENGAGING NEW PARTNERS AND APPLYING EVIDENCE-BASED INTERVENTION MODELS THAT INCREASED ACCESS TO CARE FOR THE UNDERSERVED.FOR UNINSURED WOMEN WHO ARE DIAGNOSED WITH BREAST CANCER, THE ROSE PATIENT NAVIGATION PROGRAM ENSURES ACCESS TO TIMELY AND AFFORDABLE BREAST CANCER TREATMENT. OF THE 396 PATIENTS DIAGNOSED BY THE ROSE IN THIS REPORTING PERIOD, 190 WERE INSURED AND 206 WERE UNINSURED. FOR UNINSURED PATIENTS, THE ROSE'S PATIENT NAVIGATORS SECURE TREATMENT WITHIN 30 DAYS OF DIAGNOSIS THROUGH STATE-FUNDED HEALTHCARE PROGRAMS OR THE ROSE PHYSICIAN NETWORK. WITH THE ROSE PATIENT NAVIGATION PROGRAM, OUR PATIENTS GAIN DIRECT ACCESS TO AN EXTENSIVE NETWORK OF PHYSICIANS AND TREATMENT AT LEADING MEDICAL FACILITIES SUCH AS MD ANDERSON CANCER CENTER, HOUSTON METHODIST AND HARRIS HEALTH.PATIENT NAVIGATORS ALSO PROVIDE BREAST CANCER EDUCATION TO THE PATIENT AND HER FAMILY, SUPPORT DURING MEDICAL APPOINTMENTS, TRANSLATION, SUPPORT GROUPS, WIGS AND PROSTHESES AND UP TO FIVE YEARS' OF SURVIVORSHIP SUPPORT POST-DIAGNOSIS TO ENSURE COMPLIANCE TO TREATMENT AND REGULAR SCREENINGS. OTHER SERVICES INCLUDE TRANSLATION, SUPPORT DURING MEDICAL APPOINTMENTS, RECOMMENDATIONS REGARDING NUTRITION AND EXERCISE DURING TREATMENT, ALONG WITH ACCESS TO SUPPORT GROUPS. TO FURTHER MINIMIZE THE FINANCIAL BURDEN TO UNINSURED PATIENTS, THE ROSE PATIENT NAVIGATION PROGRAM PROVIDES GAS CARDS TO OFFSET TRANSPORTATION EXPENSES TO TREATMENT AND PROCURES FREE OR LOW-COST WIGS AND PROSTHETICS. THE ROSE NAVIGATED 206 UNINSURED PATIENTS INTO TREATMENT AND 694 PATIENTS RECEIVED SURVIVORSHIP SUPPORT ASSISTANCE.THE ROSE WAS THE FIRST HEALTHCARE ORGANIZATION IN THE STATE OF TEXAS TO IMPLEMENT A PATIENT NAVIGATION PROGRAM (IN 1999), AND THIS EVIDENCE- BASED PRACTICE IS NOW UTILIZED IN OTHER COMMUNITY CLINICS ACROSS THE COUNTRY. IN MARCH 2021, THE ROSE INITIATED THE MAMMOGRAM TO
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$3.99$12.7$14.4$16.5$2.05
2023Detailed filing. Detailed filing data is available for this year.$18.8$4.01$14.8$15.5$15.3$0.22
2022Detailed filing. Detailed filing data is available for this year.$17.3$2.75$14.5$15.8$14.1$1.72
2021Detailed filing. Detailed filing data is available for this year.$16.8$4.04$12.8$15.4$12.3$3.10
2020Detailed filing. Detailed filing data is available for this year.$13.7$4.03$9.69$13.9$13.2$0.70
2019Detailed filing. Detailed filing data is available for this year.$11.4$2.45$8.99$14.2$13.4$0.85
2018Detailed filing. Detailed filing data is available for this year.$11.5$3.31$8.14$13.7$12.8$0.95
2017Detailed filing. Detailed filing data is available for this year.$9.84$2.65$7.20$13.1$11.9$1.11
2016Detailed filing. Detailed filing data is available for this year.$8.95$2.87$6.08$11.7$11.5$0.17
2015Summary only. Only limited summary data is available for this year.$8.97$3.05$5.91$11.5$10.8$0.73
2014Summary only. Only limited summary data is available for this year.$8.47$3.29$5.18$10.0$9.95$0.07
2013Summary only. Only limited summary data is available for this year.$8.55$3.36$5.19$10.4$9.41$1.01
2012Summary only. Only limited summary data is available for this year.$7.69$3.51$4.18$8.62$8.54$0.08
2011Summary only. Only limited summary data is available for this year.$8.00$3.90$4.10$8.71$8.18$0.53