The Rose Fund
Nonprofit profile at a glance
- EIN
- 204986493
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990 2020, Form 990-EZ 2024, Form 990-N 2019
- Location
- Newtown, PA, USA
- Phone
- 2158671805
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Disaster Preparedness and Relief Services
Reported finances
- Revenue
- $43,536
- Expenses
- $43,211
- Assets
- $222,030
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- PAUL ROCKELMANN (DIRECTOR-PRESIDENT)
People named in this filing
- PAUL ROCKELMANN (DIRECTOR-PRESIDENT)
- DON MOROSKI (DIRECTOR-TREASURER)
- JENNIFER KUPKA (DIRECTOR - SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The primary purpose is to provide financial assistance, regardless of religious, cultural or ethnic background, to employees of the rose group and their families when they face severe economic hardship of a catastrophic life event.
What it reported doing in 2024
Provide financial assistance, regardless of religious, cultural or ethnic background, to employees of the rose group and their families when they face severe hardship of a catastrophic life event.
Operating model
- Revenue model
- Donor-supported. 77% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 95
- Transparency & Controls: 82
- Sustainability: 61
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 95%; rating input score 95
- Program expense ratio: 94.2%; rating input score 94
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 0.7%; rating input score 47; 47th percentile among comparable filings
- Total-asset coverage ratio: 5.14; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 4.7% per year; rating input score 100; 61st percentile among comparable filings
- Revenue growth: 4.4% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: 4.5% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 95% of revenue deployed · 94.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $41K in reported program spending
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 2 filed schedules
- Filing history: 8 filing years from 2014 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 47/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.