Civic Intelligence

Rose Foundation

990 • Fiscal year 2015 • EIN 84-0418124

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profilewww.rcfdenver.org

View Organization Page

600 South Cherry Street No 1200Denver, CO 80246

(303) 398-7400

Siviq Scores

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

Liabilities / Assets

41st percentile

0.28x

Higher debt load relative to assets than 41% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

8.84x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Net Margin

3rd percentile

-26%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

11th percentile

$320,012

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Asset Growth

18th percentile

-3.2%

Faster asset growth than 18% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-32%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$288,855,101

Down $9,558,298 (-3.2%) from 2014

Net Assets

Down

$208,666,512

Down $16,529,251 (-7.3%) from 2014

Liabilities

Up

$80,188,589

Up $6,970,953 (+9.5%) from 2014

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin3rd percentile

Revenue

Down

$9,066,985

Down $4,234,231 (-32%) from 2014

Expenses

Down

$11,468,765

Down $2,269,591 (-17%) from 2014

Net Income

Down

-$2,401,780

Down $1,964,640 (-449%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$400M$300M$200M$100M$0Assets 2010: $265,174,579Liabilities 2010: $64,347,134Net Assets 2010: $200,827,4452010Assets 2011: $252,019,430Liabilities 2011: $60,133,324Net Assets 2011: $191,886,1062011Assets 2012: $266,542,874Liabilities 2012: $64,370,105Net Assets 2012: $202,172,7692012Assets 2013: $296,129,118Liabilities 2013: $71,807,465Net Assets 2013: $224,321,6532013Assets 2014: $298,413,399Liabilities 2014: $73,217,636Net Assets 2014: $225,195,7632014Assets 2015: $288,855,101Liabilities 2015: $80,188,589Net Assets 2015: $208,666,5122015Assets 2016: $286,232,429Liabilities 2016: $73,911,140Net Assets 2016: $212,321,2892016Assets 2017: $307,620,891Liabilities 2017: $82,421,630Net Assets 2017: $225,199,2612017

Highlighted filing

2015

Assets$288,855,101
Liabilities$80,188,589
Net Assets$208,666,512
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2010: $10,014,302Expenses 2010: $11,908,354Net Income 2010: -$1,894,0522010Revenue 2011: $11,634,990Expenses 2011: $11,719,520Net Income 2011: -$84,5302011Revenue 2012: $9,416,399Expenses 2012: $11,079,405Net Income 2012: -$1,663,0062012Revenue 2013: $7,692,412Expenses 2013: $11,985,135Net Income 2013: -$4,292,7232013Revenue 2014: $13,301,216Expenses 2014: $13,738,356Net Income 2014: -$437,1402014Revenue 2015: $9,066,985Expenses 2015: $11,468,765Net Income 2015: -$2,401,7802015Revenue 2016: $5,305,665Expenses 2016: $10,871,370Net Income 2016: -$5,565,7052016Revenue 2017: $7,991,487Expenses 2017: $13,939,414Net Income 2017: -$5,947,9272017

Highlighted filing

2015

Revenue$9,066,985
Expenses$11,468,765
Net Income-$2,401,780
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$9,066,985
Mission and Program Overview

Mission

See Schedule O.The purpose of the Foundation is to enhance the quality of life in the seven-county greater Denver community by identifying and supporting programs in the areas of aging, child and family development, education, health and Jewish life. The Foundation promotes strategic philanthropy by engaging with donors to help them make thoughtful decisions to achieve their philanthropic goals.

To enhance the quality of life in the greater Denver community using its leadership and resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$182,286,340$172,763,218▼ $9,523,122
Investments Other Securities$114,490,557$120,287,614▲ $5,797,057
Investments Program Related$500,000$500,000→ $0
Pledges and Grants Receivable-$1,000-
Cash and Non-Interest-Bearing Accounts$1,136,502$-4,696,731▼ $5,833,233
Total Assets$298,413,399$288,855,101▼ $9,558,298
Liabilities
Other Liabilities$70,597,787$75,858,988▲ $5,261,201
Grants Payable$2,573,994$4,329,601▲ $1,755,607
Accounts Payable and Accrued Expenses$45,855--
Total Liabilities$73,217,636$80,188,589▲ $6,970,953
Net Assets / Fund Balance
Unrestricted Net Assets$225,195,763$208,666,512▼ $16,529,251
Total Net Assets Fund Balance$225,195,763$208,666,512▼ $16,529,251
Total Liabilities and Net Assets / Fund Balance$298,413,399$288,855,101▼ $9,558,298

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$120,287,614--
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheila BugdanowitzPresident & CEOPT$204,786$17,654$222,440
Elsa HolguinProgram OfficerFT$140,701$17,713$158,414
Lisa Farber MillerProgram OfficerFT$135,062$17,282$152,344
Gaye LeonardDirector of Philanthropic SvcsFT$121,736$16,095$137,831
Anne GarciaTreasurer, CFO & COOPT$109,582$13,093$122,675
Mark HockenbergControllerFT$107,042$15,001$122,043
Carlos MartinezExec Director Latino Cmty Fndtn of COFT$105,094$14,810$119,904

Board Members and Trustees

NameTitle
Jerrold L Glick ChairChair
Brian WilkinsonTrustee
Evan MakovskyTrustee
Irit WaldbaumTrustee
Jennifer Atler FischerTrustee
Judy AltenbergTrustee
Katherine GoldTrustee
Kathy NeustadtTrustee
Lisa Reckler CohnTrustee
Michael TouffTrustee
Milroy A AlexanderTrustee
Monte Moses PhDTrustee
Ronald E MontoyaTrustee
Steven A CohenTrustee
William N Lindsay IIITrustee
Rob KlugmanSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Watershed Investment ConsultantsInvestment Management6400 S Fiddlers Green Cr 500, Gv, CO 80111$107,484
Revenue and Support

Revenue Composition

Contributions and Grants
$46,032
Program Service Revenue
$0
Investment Income
$9,019,846
Other Revenue
$1,107
All Other Contributions
$3,865
Change in Net Assets
$-2,401,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,211,045
Salaries, Compensation, and Employee Benefits$1,750,162
Other Expenses$507,558
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,211,045--$9,211,045
Other Salaries and Wages$892,057$208,840-$1,100,897
Fees for Service Investment Mgmnt Fees-$454,904-$454,904
Current Officers, Directors, Trustees, and Key Employees$279,647$65,468-$345,115
Occupancy$141,873$33,214-$175,087
Other Employee Benefits$116,372$27,244-$143,616
Payroll Taxes$76,546$17,920-$94,466
Conferences and Meetings$69,473$16,264-$85,737
Fees for Services Other$61,184$14,324-$75,508
Office Expenses$54,819$12,835-$67,654
Pension Plan Contributions$53,535$12,533-$66,068
Insurance$21,813$5,107-$26,920
Other Expenses$-509,981$24,989-$-509,981
Total Functional Expenses$10,575,123$893,642$0$11,468,765
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boulder Jewish Community CenterBoulder, CO501(c)(3)Launch new day camp and strengthen family engagement$439,188
Colorado Children's CampaignDenver, CO501(c)(3)General operating support$302,600
Family Resource Center AssociationDenver, CO501(c)(3)General Operating Support for Six Resource Centers$265,000
Colorado Center on Law and PolicyDenver, CO501(c)(3)Health Program, Skills to Compete Coalition$264,310
Via Mobility ServicesBoulder, CO501(c)(3)Paratransit Transportation, Mobility Options$260,000
Temple EmanuelDenver, CO501(c)(3)Shwayder Camp Capital Campaign$250,800
Jewish Family Service of ColoradoDenver, CO501(c)(3)Senior Solutions Department, ClientTrack Project$223,550
Colorado Department of Human Services - Colorado Commission on AgingDenver, CO501(c)(3)Senior Source$215,000
Denver Public Schools FoundationDenver, CO501(c)(3)The Beacon Network, Innovation Management Organization$162,233
Clayton Early LearningDenver, CO501(c)(3)Research and Evaluation Agenda, general operating support$159,470
The Colorado Education InitiativeDenver, CO501(c)(3)General operating support$150,400
Aurora Public School DistrictAurora, CO501(c)(3)Innovation Zone$150,000
Robert E Loup Jewish Community CenterDenver, CO501(c)(3)Capacity building, general operating support$122,815
Mizel Arts & Culture CenterDenver, CO501(c)(3)JAAMM Festival$121,806
KevahBerkeley, CA501(c)(3)Front Range Kevah Groups Program$120,000
Seniors' Resource CenterDenver, CO501(c)(3)General operating support$115,500
Metro Community Provider NetworkEnglewood, CO501(c)(3)Bridges to Care$112,290
Westminster Public SchoolsWestminster, CO501(c)(3)Evidence Driven Competency Based Classrooms$105,000
Mapleton Public SchoolsDenver, CO501(c)(3)The Early Childhood Partnership of Adams County$103,950
Planned Parenthood of the Rocky MountainsDenver, CO501(c)(3)Expanding Real Sex Education, general operating support$103,050
Colorado Coalition for the Medically UnderservedDenver, CO501(c)(3)General operating support$100,240
Achievement NetworkBoston, MA501(c)(3)Improving classroom instruction$100,000
Catholic Health Initiatives Colorado FoundationColorado Springs, CO501(c)(3)Centura Health Links$100,000
Colorado Community Health NetworkDenver, CO501(c)(3)Colorado Covering Kids and Families$100,000
Yeshiva Toras Chaim Talmudic Seminary of DenverDenver, CO-The Legacy Campaign$100,000
Colorado Agency for Jewish Education (CAJE)Denver, CO501(c)(3)Early childhood education$97,278
EkarDenver, CO501(c)(3)Capacity Building$93,450
Spring Institute for Intercultural LearningDenver, CO501(c)(3)Project SHINE Expansion over two years$90,040
Beth Jacob High SchoolDenver, CO501(c)(3)Upgrade technology and technology education$87,500
The Bell Policy CenterDenver, CO501(c)(3)General Operating Support$85,515
Early Milestones ColoradoDenver, CO501(c)(3)General operating support, Parent/Caregiver Awareness and Engagement$85,000
Brothers Redevelopment IncDenver, CO501(c)(3)Home Maintenance and Repair Program$80,000
Colorado Department of Public Health and EnvironmentDenver, CO501(c)(3)Family Planning Initiative$75,000
Colorado Department of Health Care Policy and FinancingDenver, CO501(c)(3)State Innovation Model (SIM) Funding$74,500
Kabbalah ExperienceDenver, CO501(c)(3)Marketing and Communications Plan$70,000
Denver Academy of TorahDenver, CO501(c)(3)Infrastructure Improvements$65,974
Anti-Defamation League Mountain States RegionDenver, CO501(c)(3)Words to Action program, General operating support$65,313
Mi Casa Resource CenterDenver, CO501(c)(3)Out-of-School-Time-Programming, Capacity building$65,100
The Keystone CenterKeystone, COS CorpColorado Educator Preparation Innovation Coalition$65,000
Colorado SucceedsDenver, CO501(c)(3)Colorado School Grades$60,000
Emily Griffith FoundationDenver, CO501(c)(3)360 Degree Program$60,000
Volunteers of America Colorado BranchDenver, CO501(c)(3)Safety of Seniors Handyman Program$50,750
Invest in KidsDenver, CO501(c)(3)The Incredible Years Program$50,500
Public Education & Business CoalitionDenver, CO501(c)(3)North Feeder System$50,400
Boulder County Public HealthBoulder, CO501(c)(3)Genesister pregnancy prevention program$50,000
Generation Teach IncNew York, NY501(c)(3)Program Expansion$50,000
Moishe HouseCharlotte, NC501(c)(3)Moishe House Denver and Boulder$50,000
Qualistar ColoradoDenver, CO501(c)(3)General operating support$50,000
Florence Crittenton Services of ColoradoDenver, CO501(c)(3)General operating support$42,600
Warren VillageDenver, CO501(c)(3)General operating support$40,400
Senior Support Services IncDenver, CO501(c)(3)Day Shelter and Case Management Services$40,118
Easter Seals ColoradoLakewood, CO501(c)(3)Rehabilitation Services and Stroke Day Program$40,000
Parent PossibleDenver, CO501(c)(3)General operating support, Vroom Program$35,000
Gay Lesbian Bisexual & Transgender CommunityDenver, CO501(c)(3)Capitol Hill Care Link$31,400
Bright By ThreeDenver, CO501(c)(3)Expanded Digital Engagement$30,036
Child Learning Center University of Colorado at BoulderBoulder, CO501(c)(3)Child Learning Center$30,000
OpenWorld LearningDenver, CO501(c)(3)Out-of-School-Time Programming$30,000
The Bridge Project University of DenverDenver, CO501(c)(3)Out-of-School-Time Programming 2015$30,000
Kavod Senior LifeDenver, CO501(c)(3)Consulting Services$29,536
Colorado League of Charter SchoolsDenver, CO501(c)(3)Teachers As Leaders Program$25,000
Early Childhood Council of Boulder CountyLafayette, CO501(c)(3)General operating support$25,000
Policy Matters LLCBroomfield, CO501(c)(3)State-level legislative monitoring services$25,000
RAFT ColoradoDenver, CO501(c)(3)Embedded Professional Development for Aurora Public Schools$25,000
Rebuilding Together Metro DenverLakewood, CO501(c)(3)Safe and Healthy Home Repairs$25,000
WorkLife PartnershipDenver, CO-General Operating Support$25,000
YWCA of Boulder CountyBoulder, CO-Children's Alley drop-in childcare, Family Services support$25,000
Denver Kids IncDenver, CO501(c)(3)Out-of-School-Time Programming$24,000
Rocky Mountain Jewish Historical Society andDenver, CO501(c)(3)Haven to Home: 350 years of Jewish Life in America Exhibit$23,234
Colorado Nonprofit Development CenterDenver, CO501(c)(3)Neighbor Network, general operating support$21,833
Rose FoundationDenver, CO501(c)(3)Evaluation/Case Study of the Beacon Network, 2015 Child and Family Development Retreat$20,550
Adams County Youth InitiativeThornton, CO501(c)(3)Capacity Building$20,050
9to5 ColoradoDenver, CO501(c)(3)General operating support$20,000
Center for Work Education and EmploymentDenver, CO501(c)(3)Quality Employers Project$20,000
Colorado Health InstituteDenver, CO501(c)(3)Hot Issues in Healthcare$20,000
Colorado I Have A Dream FoundationDenver, CO501(c)(3)Out-of-School-Time Programming$20,000
Denver Asset Building CoalitionDenver, CO501(c)(3)General operating support$20,000
Family StarDenver, CO501(c)(3)Strategic Planning and Professional Development$20,000
Growing HomeWestminster, CO501(c)(3)Early Childhood Interventions$20,000
Hope CenterDenver, CO501(c)(3)Professional Development and Quality Improvements$20,000
I Have a Dream Foundation of Boulder CountyBoulder, CO501(c)(3)Out-of-School-Time Programming$20,000
Menorah Arts Culture and Education at the BBoulder, CO501(c)(3)Boulder Jewish Festival 2015-2016$20,000
Work Options for WomenDenver, CO-Culinary Job Skills Training Program$20,000
TLC Learning CenterLongmont, CO501(c)(3)Pyramid Plus Positive Behavior Development Training$18,500
Jeffco Public SchoolsGolden, CO501(c)(3)HIPPY Program$17,876
Hunger Free ColoradoDenver, CO501(c)(3)Older Adult Nutrition Programming$16,000
Reach Out and Read ColoradoDenver, CO501(c)(3)Metro Denver Early Literacy Intervention$15,500
The Denver FoundationDenver, CO501(c)(3)City-wide Teacher and Leader of Color Recruitment and Marketing Campaign$15,450
City and County of Denver Agency for Human Rights and Community PartnershipDenver, CO501(c)(3)Age Matters Needs Assessment$15,000
City and County of Denver Office of Children's AffairsDenver, CO501(c)(3)Denver After School Alliance$15,000
Colorado Gerontological SocietyDenver, CO501(c)(3)Medicare/Medicaid Outreach$15,000
Lutheran Family Services Rocky MountainsDenver, CO501(c)(3)Older Adult and Caregiver Services Geriatric Care Management Program$15,000
Reading PartnersDenver, CO501(c)(3)Out-of-School-Time Programming$15,000
StrideLakewood, CO501(c)(3)General Operating Support$15,000
City Year DenverDenver, CO501(c)(3)Out-of-School-Time Programming$10,250
Metropolitan State University of Denver FoundationDenver, CO501(c)(3)Family Literacy Program$10,250
Scholars UnlimitedDenver, CO501(c)(3)Out-of-School-Time Programming$10,250
Urban Land ConservancyDenver, CO501(c)(3)Arc of Justice Documentary Film$10,250
Third Sector New EnglandBoston, MA501(c)(3)Early Childhood Funders Collaborative$10,100
Ability Connection ColoradoDenver, CO501(c)(3)Early Childhood Education$10,000
Association of Fundraising Professionals-Colorado ChapterDenver, CO501(c)(3)National Philanthropy Day Sponsorship$10,000
Children First of the RockiesLongmont, CO501(c)(3)Parent Education$10,000
Children's Haven Child Care CenterLakewood, CO501(c)(3)Quality Improvements$10,000
Colorado BioScience InstituteDenver, CO501(c)(3)Research Experience for Teachers (RET)$10,000
Colorado UpLiftDenver, CO501(c)(3)Out-of-School-Time Programming$10,000
Community Action Development CorporationBoulder, CO501(c)(3)Circles Program$10,000
Denver Children's Advocacy CenterDenver, CO501(c)(3)Head Start Onsite Mental Health Services$10,000
Executives Partnering to Invest In ChildrenDenver, CO501(c)(3)Public awareness campaign for the Colorado Childcare Contribution Tax Credit$10,000
Regis UniversityDenver, CO501(c)(3)Out-of-School-Time Programming$10,000
Rocky Mountain MicroFinance InstituteDenver, CO501(c)(3)General operating support$10,000
Save Our YouthDenver, CO501(c)(3)Out-of-School-Time Programming$10,000
Sewall Child Development CenterDenver, CO501(c)(3)Staff Development$10,000
The Acorn School for Early Childhood DevelopmentBoulder, CO501(c)(3)Family Financial Assistance Program$10,000
The Center Trauma & ResilienceDenver, CO501(c)(3)Elder/Disability Program$10,000
YESS InstituteDenver, CO-Out-of-School-Time Programming$10,000
Council on FoundationsArlington, VA501(c)(3)2016 Membership Dues$9,600
Girls Incorporated of Metro DenverDenver, CO501(c)(3)Out-of-School-Time Programming$8,225
America SCORES DenverDenver, CO501(c)(3)Out-of-School-Time Programming$8,000
Continuing Legal Education in ColoradoDenver, CO501(c)(3)Senior Law Day Handbooks$8,000
Center for People with DisabilitiesDenver, CO501(c)(3)Beyond Vision Program$7,500
University of Colorado FoundationDenver, CO501(c)(3)Department of Ophthalmology, Dean's Fund for Excellence, College of Arts and Media$6,350
Van Scoyoc AssociatesWashington, DC501(c)(3)Support of the Community Foundation field$6,000
Denver Jewish Day SchoolDenver, CO501(c)(3)General operating support$5,700
Colorado Association of FundersDenver, CO501(c)(3)2016 Membership Dues, general operating support$5,160
Bennie E Goodwin After School Academic ProgramAurora, CO501(c)(3)Out-of-School-Time Programming$5,000
Colorado Association of Black Professional Engineers and ScientistsDenver, CO501(c)(3)Out-of-School-Time Programming$5,000
Minds Matter of DenverDenver, CO501(c)(3)Out-of-School-Time Programming$5,000
OneTableNew York, NY501(c)(3)Feasibility/Market Study$5,000

International Summary

Offices
0
Employees
0
Spending
$64,347,358

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America & the CaribbeanInvestments-00$64,335,628
Middle East and North AfricaInvestments-00$6,500
EuropeInvestments-00$5,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Held for Rose Community Foundation$75,858,988
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 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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Sheila Bugdanowitz, President & CEO; and Anne Garcia, Treasurer, CFO & COO they are officers and employees of Rose Community Foundation, the supported organization of Rose Foundation.”

Form 990, Part VI, Section A, line 6

“The sole member of Rose Foundation is Rose Community Foundation. Rose Community Foundation has the power to elect all members of the governing board of Rose Foundation. Furthermore, Rose Community Foundation must approve many of the significant decisions of Rose Foundation and, upon dissolution of Rose Foundation, all remaining assets are transferred to Rose Community Foundation.”

Form 990, Part VI, Section A, line 7A

“Rose Community Foundation elects, or re-elects, all trustees of Rose Foundation at an annual meeting.”

Form 990, Part VI, Section A, line 7B

“Any of the following actions taken by the board of trustees of Rose Foundation require prior approval of Rose Community Foundation: election or removal of trustees; election or removal of the corporation's president and CEO; amendment of the articles of incorporation; amendment of the bylaws; approval of capital and operating budgets; borrowing money or making any material financial commitment not contemplated by the annual capital or operating budget; disposition of all, or substantially all, of the assets of the corporation or any merger of the corporation into or with another corporation; organization or creation of a subsidiary profit or nonprofit corporation and any amendments to its articles of incorporation or bylaws; and policies or commitments designed to coordinate the activities of the corporation with other entities.”

Form 990, Part VI, Section B, line 11

“The Foundation's Form 990 is prepared by an independent CPA firm and the Foundation conducts a thorough review of the return prior to being filed with the IRS. The CFO and staff perform a detail review of all amounts and disclosures in the return and then present an overview of the return to the President and CEO and the Audit Committee. The return will be amended if any changes are deemed necessary as a result of this process.”

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

“A detailed, written description of each conflict of interest and the procedures followed to clear the conflict are provided annually to the Audit Committee for review. On an annual basis, the Audit Committee makes a report to the Board of Trustees with respect to all then current and material actual or potential conflicts of interest known to them and of any actions that have been taken or that they recommend be taken to ensure compliance with this policy.”

Form 990, Part VI, Section B, line 15A

“On an annual basis, the Chief Financial & Operating Officer and Audit Committee meet to discuss the compensation and performance of the Foundation's President and CEO. During this meeting, the Chair of the Board of Trustees presents his/her assessment of the President and CEO's performance as compared to the goals and objectives that were established at the beginning of the year. Based on the conclusions of this assessment, along with comparative salary info on both a local and national level from both formal and informal surveys, the Audit Committee recommends a salary level to be taken to the Board of Trustees for approval.”

Form 990, Part VI, Section C, line 19

“The Foundation's Conflict of Interest Policy, Form 990, and financial statements are available upon request as well as posted on the Foundation's website at www.rcfdenver.org.”

Filing and Contact Details

Filer

Filer Name
Rose Foundation
EIN
84-0418124
Phone
3033987400
Address
600 South Cherry Street No 1200, Denver, CO 80246

Signing Officer

Name
Anne Garcia
Title
CFO and COO
Phone
3033987400
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Garcia
Formed
1995
Legal Domicile
Co
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
110

Preparer

Firm
Eks&h Lllp
Address
7979 E Tufts Avenue Suite 400, Denver, CO 80237-2521
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Intercompany Cash Transfers 2,768,561. Intercompany Cash Transfers -4,167,095. Other Changes in Net Assets -1,258.”

Financial Statement Notes

Part X, Line 2:

“The Foundation, including its non-profit supporting organizations, applies a more-likely-than-not measurement methodology to reflect the combined financial statement impact of uncertain tax positions taken or expected to be taken in a tax return. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of December 31, 2015. If incurred, interest and penalties associated with tax positions are recorded in the period assessed as other operating expense. No interest or penalties have been assessed as of December 31, 2015.”

Raw XML AppendixShowing 400 of 1,907 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt045855
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To enhance the quality of life in the greater Denver community using its leadership and resources.
IRS990/AllOtherContributionsAmt03865
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0Anne Garcia
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IRS990/Desc0Rose Foundation (EIN #84-0418124), a supporting organization of Rose Community Foundation, makes grants in five primary issue areas within the seven-county Denver community. See Schedule O. A total of $8,711,000 in unrestricted funds was awarded in 2015 as follows: AGING- $1,532,000 to support services for older adults, including transportation, direct services, and end-of-life care; CHILD & FAMILY DEVELOPMENT- $1,642,000 to support early childhood development and education, family self-sufficiency and related public policy efforts; EDUCATION- $1,542,000 to improve K-12 teacher quality and support systemic changes aimed at closing education achievement gaps; HEALTH- $1,127,000 to support access to care, cost-effectiveness in health care, health policy initiatives and primary prevention: JEWISH LIFE- $2,868,000 to help strengthen connections between individuals and the Jewish community, promote Jewish growth and learning, strengthen organizations and develop leaders. (For informational purposes only- activity is not included in the Rose Community Foundation Form 990).
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IRS990/Form990PartVIISectionAGrp/PersonNm0Jerrold L Glick Chair
IRS990/Form990PartVIISectionAGrp/PersonNm1Rob Klugman
IRS990/Form990PartVIISectionAGrp/PersonNm2Milroy A Alexander
IRS990/Form990PartVIISectionAGrp/PersonNm3Judy Altenberg
IRS990/Form990PartVIISectionAGrp/PersonNm4Jennifer Atler Fischer
IRS990/Form990PartVIISectionAGrp/PersonNm5Steven A Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm6Lisa Reckler Cohn
IRS990/Form990PartVIISectionAGrp/PersonNm7Katherine Gold
IRS990/Form990PartVIISectionAGrp/PersonNm8William N Lindsay III
IRS990/Form990PartVIISectionAGrp/PersonNm9Evan Makovsky
IRS990/Form990PartVIISectionAGrp/PersonNm10Ronald E Montoya
IRS990/Form990PartVIISectionAGrp/PersonNm11Monte Moses PhD
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IRS990/Form990PartVIISectionAGrp/PersonNm20Gaye Leonard
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IRS990/MissionDesc0See Schedule O.The purpose of the Foundation is to enhance the quality of life in the seven-county greater Denver community by identifying and supporting programs in the areas of aging, child and family development, education, health and Jewish life. The Foundation promotes strategic philanthropy by engaging with donors to help them make thoughtful decisions to achieve their philanthropic goals.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Rose Community Foundation (EN #84-0920862), an organization supported by Rose Foundation, had key program achievements in 2015 in three areas. DONOR DEVELOPMENT: Donors and aligned funders contributed $7,238,000 to the Foundation, eight new advised funds were established and 13 new planned gifts were made. FUND DISTRIBUTIONS: Donor's recommended grants totaled $2,886,000 to a broad range of community interests. ENDOWMENT SERVICES: The Foundation received $15,841,000 in contributions for new and existing permanent endowment and designated funds for local nonprofit organizations. The Foundation paid out $5,619,000 to local nonprofit organizations who have established permanent endowments and designated funds at the Foundation.
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Filings

Displayed year

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

Open filing
Assets
$288,855,101
Liabilities
$80,188,589
Net assets
$208,666,512
Revenue
$9,066,985
Expenses
$11,468,765
Net income
-$2,401,780
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$308$82.4$225$7.99$13.9$5.95
2016Detailed filing. Detailed filing data is available for this year.$286$73.9$212$5.31$10.9$5.57
2015Detailed filing. Detailed filing data is available for this year.$289$80.2$209$9.07$11.5$2.40
2014Summary only. Only limited summary data is available for this year.$298$73.2$225$13.3$13.7$0.44
2013Summary only. Only limited summary data is available for this year.$296$71.8$224$7.69$12.0$4.29
2012Summary only. Only limited summary data is available for this year.$267$64.4$202$9.42$11.1$1.66
2011Summary only. Only limited summary data is available for this year.$252$60.1$192$11.6$11.7$0.08
2010Summary only. Only limited summary data is available for this year.$265$64.3$201$10.0$11.9$1.89