Civic Intelligence

Rosie the Riveter Trust

EIN 94-3335350 • 501(c)3 • Richmond, CA

Profile

Rosie the riveter trust celebrates the stories of sacrifice, opportunity, and profound social change that took place in america during world war ii. The trust is the nonprofit partner of rosie the riveter/world war ii home front national historical park. Rosie the riveter trust honors the strong work ethic of people from all backgrounds who worked on the home front. Through historic preservation and educational programming, we inspire people to learn from history and apply those lessons in today's world.

1014 Florida Ave 212Richmond, CA 94804

rosietheriveter.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.03x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.19x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

25th percentile

-2.6%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$6,466,663

Down $169,479 (-2.6%) from 2023

Liabilities

Up

$215,352

Up $5,792 (+2.8%) from 2023

Net Assets

Down

$6,251,311

Down $175,271 (-2.7%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin16th percentile

Revenue

Up

$1,140,198

Up $266,363 (+30%) from 2023

Expenses

Up

$1,315,469

Up $186,528 (+17%) from 2023

Net Income

Up

-$175,271

Up $79,835 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$10M$5.0M$0Assets 2011: $9,363,543Liabilities 2011: $3,440,503Net Assets 2011: $5,923,0402011Assets 2012: $6,610,901Liabilities 2012: $840,305Net Assets 2012: $5,770,5962012Assets 2013: $6,606,357Liabilities 2013: $899,737Net Assets 2013: $5,706,6202013Assets 2014: $5,960,517Liabilities 2014: $881,966Net Assets 2014: $5,078,5512014Assets 2015: $5,666,407Liabilities 2015: $884,361Net Assets 2015: $4,782,0462015Assets 2016: $5,434,337Liabilities 2016: $866,545Net Assets 2016: $4,567,7922016Assets 2017: $7,475,770Liabilities 2017: $80,043Net Assets 2017: $7,395,7272017Assets 2018: $7,285,714Liabilities 2018: $71,480Net Assets 2018: $7,214,2342018Assets 2019: $6,992,166Liabilities 2019: $66,540Net Assets 2019: $6,925,6262019Assets 2020: $6,910,134Liabilities 2020: $208,531Net Assets 2020: $6,701,6032020Assets 2021: $6,873,012Liabilities 2021: $155,404Net Assets 2021: $6,717,6082021Assets 2022: $6,865,120Liabilities 2022: $183,432Net Assets 2022: $6,681,6882022Assets 2023: $6,636,142Liabilities 2023: $209,560Net Assets 2023: $6,426,5822023Assets 2024: $6,466,663Liabilities 2024: $215,352Net Assets 2024: $6,251,3112024

Highlighted filing

2024

Assets$6,466,663
Liabilities$215,352
Net Assets$6,251,311
Open 2024 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,454,332Expenses 2011: $475,910Net Income 2011: $978,4222011Expenses 2012: $710,7412012Revenue 2013: $252,102Expenses 2013: $316,077Net Income 2013: -$63,9752013Revenue 2014: $314,036Expenses 2014: $663,656Net Income 2014: -$349,6202014Revenue 2015: $324,861Expenses 2015: $621,366Net Income 2015: -$296,5052015Revenue 2016: $471,559Expenses 2016: $685,813Net Income 2016: -$214,2542016Revenue 2017: $3,780,474Expenses 2017: $952,539Net Income 2017: $2,827,9352017Revenue 2018: $617,097Expenses 2018: $798,590Net Income 2018: -$181,4932018Revenue 2019: $564,353Expenses 2019: $852,961Net Income 2019: -$288,6082019Revenue 2020: $532,854Expenses 2020: $756,877Net Income 2020: -$224,0232020Revenue 2021: $756,375Expenses 2021: $748,910Net Income 2021: $7,4652021Revenue 2022: $985,141Expenses 2022: $932,828Net Income 2022: $52,3132022Revenue 2023: $873,835Expenses 2023: $1,128,941Net Income 2023: -$255,1062023Revenue 2024: $1,140,198Expenses 2024: $1,315,469Net Income 2024: -$175,2712024

Highlighted filing

2024

Revenue$1,140,198
Expenses$1,315,469
Net Income-$175,271
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,466,663
Liabilities
$215,352
Net assets
$6,251,311
Revenue
$1,140,198
Expenses
$1,315,469
Net income
-$175,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.47$0.22$6.25$1.14$1.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$6.64$0.21$6.43$0.87$1.13$0.26
2022Detailed filing. Detailed filing data is available for this year.$6.87$0.18$6.68$0.99$0.93$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.87$0.16$6.72$0.76$0.75$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.21$6.70$0.53$0.76$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.99$0.07$6.93$0.56$0.85$0.29
2018Detailed filing. Detailed filing data is available for this year.$7.29$0.07$7.21$0.62$0.80$0.18
2017Detailed filing. Detailed filing data is available for this year.$7.48$0.08$7.40$3.78$0.95$2.83
2016Detailed filing. Detailed filing data is available for this year.$5.43$0.87$4.57$0.47$0.69$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.67$0.88$4.78$0.32$0.62$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.96$0.88$5.08$0.31$0.66$0.35
2013Detailed filing. Detailed filing data is available for this year.$6.61$0.90$5.71$0.25$0.32$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.84$5.77$0.71
2011Summary only. Only limited summary data is available for this year.$9.36$3.44$5.92$1.45$0.48$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,300,870
Mission and Program Overview

Mission

The trust's mission is to inspire current and future generations with the "we can do it" spirit and values that energized the world war ii home front and transformed american government, industry, society, and culture.

Rosie the riveter trust is the official philanthrophic partner of the national historical park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,875,510$5,639,738▼ $235,772
Savings and Temporary Cash Investments$366,947$420,941▲ $53,994
Cash and Non-Interest-Bearing Accounts$74,347$333,143▲ $258,796
Inventories for Sale or Use$34,774$23,671▼ $11,103
Accounts Receivable-$21,997-
Pledges and Grants Receivable$281,950$20,000▼ $261,950
Prepaid Expenses and Deferred Charges$2,614$7,173▲ $4,559
Total Assets$6,636,142$6,466,663▼ $169,479
Liabilities
Mortgage Notes Payable Secured by Investment Property$146,208$143,044▼ $3,164
Deferred Revenue$45,393$35,000▼ $10,393
Accounts Payable and Accrued Expenses$13,467$27,930▲ $14,463
Other Liabilities$4,492$9,378▲ $4,886
Total Liabilities$209,560$215,352▲ $5,792
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,988,655$5,777,327▼ $211,328
Net Assets With Donor Restrictions$437,927$473,984▲ $36,057
Total Net Assets Fund Balance$6,426,582$6,251,311▼ $175,271
Total Liabilities and Net Assets / Fund Balance$6,636,142$6,466,663▼ $169,479

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$4,931,619$2,883,120$7,814,739
Buildings$486,411$293,589$780,000
Land$220,000-$220,000
Equipment$1,708$54,895$56,603
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Sarah PritchardExecutive DirectorFT$200,000$200,000

Board Members and Trustees

NameTitle
Letitia MoorePresident
Ebony LewisVice President
Michelle FadelliVice President
Mark CameronBoard Member
Osvaldo TrocheBoard Member
Scott TandyBoard Member
Sean HarrisBoard Member
Tom ButtBoard Member
Ricka LuciaSecretary
Warren HarberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$924,233
Program Service Revenue
$220,596
Investment Income
$17,995
Other Revenue
$-22,626
All Other Contributions
$497,938
Change in Net Assets
$-175,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,140,198
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,140,198
Total Revenue per Form 990
$1,140,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$578,848
Salaries, Compensation, and Employee Benefits$440,512
Grants and Similar Amounts Paid$296,109
Total Fundraising Expense$25,637
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$296,109--$296,109
Depreciation Depletion$235,772--$235,772
Current Officers, Directors, Trustees, and Key Employees$84,421$115,579-$200,000
Other Salaries and Wages$75,987$104,034-$180,021
Occupancy$157,412$890-$158,302
Fees for Services Accounting$824$30,411$10,365$41,600
Other Employee Benefits$3,137$29,367-$32,504
Fees for Services Other$601$22,167$7,555$30,323
Payroll Taxes$2,701$25,286-$27,987
All Other Expenses$83$18,502$128$18,713
Travel$249$13,779-$14,028
Insurance-$12,471-$12,471
Other Expenses$13,809$12,063$129$12,063
Fees for Services Legal$29$1,063$362$1,454
Total Functional Expenses$875,290$414,542$25,637$1,315,469

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,315,469
Total Expenses per Audited Statements$1,315,469
Total Expenses per Form 990$1,315,469
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Park ServiceQuincy, MAN/aRori Youth Programming Staff Support Agreement$52,104
Social Good FundRichmond, CA501c3To Support Program$5,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$103,873
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner Gala$326,727-$103,873-
Total Events$326,727-$103,873$-103,873
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$9,378
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
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 A, Line 8B

“There are no committees with the authority to act on behalf of the board.”

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

“The finance committee reviews form 990 and reports to the full board.”

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

“Each board member receives the conflict of interest disclosure form. The disclosure form adopted by the board is available upon request.”

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

“The board sets the executive director's compensation at a level comparable to other nonprofit executive salaries in the bay area and in line with best practices in the nonprofit wage and benefit survey, evaluating responsibilites, including fundraising and management.”

Form 990, Part VI, Section C, Line 19

“Available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Rosie the Riveter Trust
EIN
94-3335350
Phone
5105072276
Address
1014 FLORIDA AVE 212, RICHMOND, CA 94804

Signing Officer

Name
Sean T Harris
Title
Audit Chair
Phone
5105072276
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean T Harris
Formed
1999
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
0

Preparer

Firm
Nash Cpas LLC
Address
501 PROVIDENCE HWY, NORWOOD, MA 02062
Preparer
Sung Roh
Phone
7812861320
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization qualifies as an organization formed for charitable purposes under section 501(c)(3) of the internal revenue code (irc) and is generally not subject to income tax. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the organization is not a private foundation under section 509(a)(1) of the irc. Management has analyzed the tax positions taken by the organization and has concluded that, as of december 31, 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements.”

Raw XML AppendixShowing 400 of 550 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/Desc0MARITIME CHILD DEVELOPMENT CENTER - THE CENTER OPENED IN 1943 TO CARE FOR THE CHILDREN WHOSE PARENTS WORKED AT THE NEARBY KAISER SHIPYARDS. THE ORGANIZATION COMPLETELY RESTORED AND REOPENED IT AS A MULTI-USE BUILDING IN 2011 (A RICHMOND REVITALIZATION EFFORT). TODAY THE MARITIME HOUSES A SMALL EXHIBIT BY THE NATIONAL PARK SERVICE OF A WARTIME PRESCHOOL CLASSROOM, THE ORGANIZATION'S OFFICE AND RICHMOND CHARTER PREP PRESCHOOL AND ELEMENTARY SCHOOL. IN 1999, THE ORGANIZATION WAS CREATED TO HELP ESTABLISH THE ROSIE THE RIVETER/WORLD WAR II HOME FRONT NATIONAL HISTORICAL PARK IN 2000 WITH THE GOAL TO PRESERVE PARK SITES ACROSS RICHMOND INCLUDING THE OPENING OF THE PARK VISITOR EDUCATION CENTER LOCATED IN THE OIL HOUSE OF THE FORD BUILDING COMPLEX.
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IRS990/MissionDesc0ROSIE THE RIVETER TRUST CELEBRATES THE STORIES OF SACRIFICE, OPPORTUNITY, AND PROFOUND SOCIAL CHANGE THAT TOOK PLACE IN AMERICA DURING WORLD WAR II. THE TRUST IS THE NONPROFIT PARTNER OF ROSIE THE RIVETER/WORLD WAR II HOME FRONT NATIONAL HISTORICAL PARK. ROSIE THE RIVETER TRUST HONORS THE STRONG WORK ETHIC OF PEOPLE FROM ALL BACKGROUNDS WHO WORKED ON THE HOME FRONT. THROUGH HISTORIC PRESERVATION AND EDUCATIONAL PROGRAMMING, WE INSPIRE PEOPLE TO LEARN FROM HISTORY AND APPLY THOSE LESSONS IN TODAY'S WORLD.
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IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLIC EDUCATION - THE ORGANIZATION PRESERVES PARK SITES ACROSS RICHMOND, LIKE THE MARITIME CHILD DEVELOPMENT CENTER AND VISITOR CENTER, WHICH ARE KEY COMPONENTS OF THE ORGANIZATION'S MISSION AND PROGRAM FOR PUBLIC EDUCATION TO TEACH THOSE WITHIN THE RICHMOND COMMUNITY AND BEYOND ABOUT THE RICH AND IMPORTANT HISTORY OF THE ROSIE THE RIVETERS AND THE WWII HOME FRONT. HISTORY IS SHARED ON SITE AT THESE LOCATIONS VIA COLLECTIONS AND MEMORABILIA, TEXT, IMAGES, FILM. OTHER PROJECTS LIKE THE BETTY SOSKIN FILM PROJECT UTILIZE DOCUMENTARIES TO PASS ON THE HISTORY IN A PERSONAL AND POWERFUL WAY AVAILABLE FOR DISTRIBUTION TO CLASSROOMS AND ONLINE ACROSS THE COUNTRY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ROSIE'S SERVICE CORPS - THE ORGANIZATION USES "ROSIE" HISTORY TO COMMUNICATE AND EXEMPLIFY COLLABORATION AND THE VALUE OF STRENGTH FOUND IN SERVING OTHERS. THE PROGRAM'S FOCUS IS CAREER PREPAREDNESS EDUCATING ON CAREER OPPORTUNITIES, GOAL SETTING, FINANCIAL LITERACY AMONG OTHER SKILLS. YOUTH HAVE OPPORTUNITIES TO ATTEND OUTDOOR ACTIVITIES, TRADES TRAINING, AND CAREER EDUCATION, TO BUILD SELF-CONFIDENCE AND SELF-AWARENESS FOR OPENING UP LIFE'S HORIZONS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION QUALIFIES AS AN ORGANIZATION FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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