Jonathan D Rosen Family Foundation Inc
- Assets
- $3.4m
- Revenue
- $251.0k
- Investments
- $2.9m
- Employees
- 0
- Location
- Atlanta, GA
- Founding
- 09/2010
- Data as of
- 10/2023
- EIN
- 27-1263846
Organization Overview
Jonathan D Rosen Family Foundation Inc is located in Atlanta, GA. The organization was established in 2010. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jonathan D Rosen Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 10/2023, Jonathan D Rosen Family Foundation Inc generated $251.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.8%) each year. All expenses for the organization totaled $384.4k during the year ending 10/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATIONAL ACTIVITIES TO FOSTER A BROADER AND DEEPER COMPREHENSION OF FINANCIAL PLANNING MONEY MANAGEMENT AND ENTREPRENEURIAL DEVELOPMENT AND PROMOTE
INDEPENDENT LIVING TO DISADVANTAGED INDIVIDUALS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tracy Tanner Executive Director | 40 | $116,068 | |
Ginger Gallagher Trustee | 0 | $0 | |
Colin O Leary Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $8,159 |
| Interest on Savings | $0 |
| Dividends & Interest | $85,470 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,610 |
| Capital Gain Net Income | $1,610 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $155,795 |
| Total Revenue | $251,034 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $116,068 |
| Other employee salaries and wages | $89,768 |
| Pension plans, employee benefits | $31,830 |
| Interest | $2,320 |
| Taxes | $548 |
| Depreciation | $7,394 |
| Occupancy | $20,526 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $62,573 |
| Total operating and administrative expenses | $384,441 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $384,441 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $101,450 |
| Savings and temporary cash investments | $7,706 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $410,808 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $16,636 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,389,523 |
| Accounts payable and accrued expenses | $908 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $79,993 |
| Total liabilities | $80,901 |