Civic Intelligence

Rosesimms Fund Inc.

990EZ • Fiscal year 2022 • EIN 83-4245672

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile
817 E 7th AveNew Smyrna Beach, FL 32169-3109

(407) 399-8185

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$113,377

No earlier filing loaded for comparison.

Net Assets

$113,377

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin100th percentile

Revenue

$70,000

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$70,000

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2022: $113,377Liabilities 2022: $0Net Assets 2022: $113,3772022Assets 2023: $214,091Liabilities 2023: $0Net Assets 2023: $214,0912023Assets 2024: $316,455Liabilities 2024: $20,000Net Assets 2024: $296,4552024

Highlighted filing

2022

Assets$113,377
Liabilities$0
Net Assets$113,377
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2022: $70,000Expenses 2022: $0Net Income 2022: $70,0002022Revenue 2023: $100,714Expenses 2023: $0Net Income 2023: $100,7142023Revenue 2024: $95,000Expenses 2024: $0Net Income 2024: $95,0002024

Highlighted filing

2022

Revenue$70,000
Expenses$0
Net Income$70,000
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$70,000
Mission and Program Overview

Mission

Providing scholarships for education

Program Services

DescriptionGrantsExpenses
RECEIVING DONATIONS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBRA SIMMSPresident-$0--
JON ROSENBERGVice President-$0--
LINDSEY GREEN-SIMMSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Rosesimms Fund Inc
EIN
83-4245672
Address
817 E 7TH AVE, New Smyrna Beach, FL 32169-3109

Signing Officer

Name
Debra G Simms
Title
President
Phone
4073998185
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
A1a Affordable Accounting and Tax
Address
824-A N DIXIE FREEWAY, New Smyrna Beach, FL 32168
Preparer
Katherine I Currey
Phone
3864284260
Raw XML Appendix121 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBRA SIMMS OFFICER
IRS990EZ/BooksInCareOfDetail/PhoneNum04073998185
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0817 E 7TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0New Smyrna Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032169
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113377
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt070000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt070000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043377
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113377
IRS990EZ/GrossReceiptsAmt070000
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043377
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113377
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBRA SIMMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JON ROSENBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDSEY GREEN-SIMMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING SCHOLARSHIPS FOR EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RECEIVING DONATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt070000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0115000
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt070000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/Total509Grp/TotalAmt0115000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt070000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt035000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA G SIMMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04073998185
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSESIMMS FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0834245672
ReturnHeader/Filer/USAddress/AddressLine1Txt0817 E 7TH AVE
ReturnHeader/Filer/USAddress/CityNm0New Smyrna Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0321693109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810748610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A1A AFFORDABLE ACCOUNTING AND TAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0824-A N DIXIE FREEWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Smyrna Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032168
ReturnHeader/PreparerPersonGrp/PhoneNum03864284260
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine I Currey
ReturnHeader/ReturnTs02023-05-12T14:39:30-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,377
Liabilities
$0
Net assets
$113,377
Revenue
$70,000
Expenses
$0
Net income
$70,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.20$2.96$0.95$0.00$0.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$1.01$0.00$1.01
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.70$0.00$0.70