Civic Intelligence

Rosen Institute

EIN 80-0653811 • 501(c)6 • Walnut Creek, CA

Profile

The rosen institute protects and sustains the quality and standards of the rosen method, a modality founded by marion rosen, a unique approach to personal growth and improved wellness that includes both bodywork and movement.

1966 Tice Valley Blvd 235Walnut Creek, CA 94595

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$25,078

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 68.4% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-62%

Faster revenue growth than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$69,444

Up $21,842 (+46%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$69,444

Up $21,842 (+46%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin30th percentile

Revenue

Down

$36,641

Down $59,800 (-62%) from 2023

Expenses

Down

$40,723

Down $37,373 (-48%) from 2023

Net Income

Down

-$4,082

Down $22,427 (-122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2012: $1,039Liabilities 2012: $1,0022012Assets 2023: $47,602Liabilities 2023: $0Net Assets 2023: $47,6022023Assets 2024: $69,444Liabilities 2024: $0Net Assets 2024: $69,4442024

Highlighted filing

2024

Assets$69,444
Liabilities$0
Net Assets$69,444
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $40,713Expenses 2012: $45,054Net Income 2012: -$4,3412012Revenue 2023: $96,441Expenses 2023: $78,096Net Income 2023: $18,3452023Revenue 2024: $36,641Expenses 2024: $40,723Net Income 2024: -$4,0822024

Highlighted filing

2024

Revenue$36,641
Expenses$40,723
Net Income-$4,082
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$69,444
Liabilities
$0
Net assets
$69,444
Revenue
$36,641
Expenses
$40,723
Net income
-$4,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.4$0.00$69.4$36.6$40.7$4.08
2023Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$96.4$78.1$18.3
2012Summary only. Only limited summary data is available for this year.$1.04$1.00$40.7$45.1$4.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$36,641
Mission and Program Overview

Mission

The rosen institute protects and sustains the quality and standards of the rosen method, a modality founded by marion rosen, a unique approach to personal growth and improved wellness that includes both bodywork and movement.

Program Services

DescriptionGrantsExpenses
ROSEN METHOD GLOBAL CONGRESS: A PROFESSIONAL DEVELOPMENT, CONTINUING EDUCATION AND NETWORKING EVENT FOR ALL ROSEN METHOD PROFESSIONAL AND INVOLVED PERSONS.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE PALOAdmin DirectorPT$25,078-$25,078
METTE FINNEBRATENBoard President-$0--
JANE SPILSBURYBoard Vice-President-$0--
KATE O'SHEABoard Treasurer-$0--
KAREN PETERSBoard Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Rosen Institute
EIN
80-0653811
Phone
9259529810
Address
1966 TICE VALLEY BLVD 235, WALNUT CREEK, CA 94595

Signing Officer

Name
Mette Finnebraten
Title
Board President
Phone
9259529810
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVENUE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

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

“Description: information technology. Amount: 5,205. Description: insurance. Amount: 2,330. Description: bank fees. Amount: 1,825. Total to form 990-ez, line 16: 9,360.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: prior period adjustment. Amount: 25,924.”

Raw XML Appendix119 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/USAddress/CityNm0WALNUT CREEK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094595
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047602
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAIRE PALO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1METTE FINNEBRATEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE SPILSBURY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMIN DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt09360
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ROSEN INSTITUTE PROTECTS AND SUSTAINS THE QUALITY AND STANDARDS OF THE ROSEN METHOD, A MODALITY FOUNDED BY MARION ROSEN, A UNIQUE APPROACH TO PERSONAL GROWTH AND IMPROVED WELLNESS THAT INCLUDES BOTH BODYWORK AND MOVEMENT.
IRS990EZ/PrintingPublicationsPostageAmt0951
IRS990EZ/ProgramServiceRevenueAmt08979
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TotalRevenueAmt036641
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 5,205. DESCRIPTION: INSURANCE. AMOUNT: 2,330. DESCRIPTION: BANK FEES. AMOUNT: 1,825. TOTAL TO FORM 990-EZ, LINE 16: 9,360.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 25,924.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET 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
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
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ReturnHeader/PreparerPersonGrp/PhoneNum09492222999
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02025-11-17T16:33:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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