Rose Foundation
- Assets
- $307.6m
- Revenue
- $8.0m
- Investments
- $105.8m
- Employees
- 0
- Location
- Denver, CO
- Founding
- Data as of
- 12/2017
- EIN
- 84-0418124
Organization Overview
Rose Foundation is located in Denver, CO. Rose Foundation 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 12/2017, Rose Foundation generated $8.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (4.1%) each year. All expenses for the organization totaled $13.9m during the year ending 12/2017. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2017
Describe the Organization's Mission:
Part 3 - Line 1
TO ENHANCE THE QUALITY OF LIFE IN THE GREATER DENVER COMMUNITY USING ITS LEADERSHIP AND RESOURCES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ROSE 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 $11,053,368 IN UNRESTRICTED FUNDS WAS AWARDED IN 2017 AS FOLLOWS: AGING $1,733,650 TO SUPPORT SERVICES FOR OLDER ADULTS, INCLUDING TRANSPORTATION, DIRECT SERVICES, AND END-OF-LIFE CARE; CHILD & FAMILY DEVELOPMENT $1,627,672 TO SUPPORT EARLY CHILDHOOD DEVELOPMENT AND EDUCATION, FAMILY SELF-SUFFICIENCY AND RELATED PUBLIC POLICY EFFORTS; EDUCATION $1,813,425 TO IMPROVE K-12 TEACHER QUALITY AND SUPPORT SYSTEMIC CHANGES AIMED AT CLOSING EDUCATION ACHIEVEMENT GAPS; HEALTH $1,702,955 TO SUPPORT ACCESS TO CARE, COST-EFFECTIVENESS IN HEALTH CARE, HEALTH POLICY INITIATIVES AND PRIMARY PREVENTION: JEWISH LIFE $4,175,666 TO HELP STRENGTHEN CONNECTIONS BETWEEN INDIVIDUALS AND THE JEWISH COMMUNITY, PROMOTE JEWISH GROWTH AND LEARNING, STRENGTHEN ORGANIZATIONS AND DEVELOP LEADERS. INCLUDED IN THIS GRANTMAKING ARE A NUMBER OF FOUNDATION-LED INITIATIVES TO SUPPORT THE JEWISH COMMUNITY, INCLUDING LIVEON LIFE & LEGACY, MAZELTOGETHER, ROOTS AND BRANCHES AND ROSE YOUTH FOUNDATION. COMMUNITY ACTION $223,000 TO SUPPORT NONPROFIT ORGANIZATIONS SERVING IMMIGRANTS, REFUGEES AND COMMUNITIES VULNERABLE TO DISCRIMINATION AND HATE CRIMES. NON-PROFIT COMMUNITY SUPPORT $165,000 TO HELP BUILD THE CAPACITY OF THE NONPROFITS IN OUR COMMUNITY TO DO THEIR WORK EFFECTIVELY AND ULTIMATELY CREATE BETTER RESULTS FOR CLIENTS AND COMMUNITIES.
ROSE COMMUNITY FOUNDATION (EIN #84-0920862), AN ORGANIZATION SUPPORTED BY ROSE FOUNDATION, HAD KEY PROGRAM ACHIEVEMENTS IN 2017 IN THREE AREAS:DONOR DEVELOPMENT, FUND DISTRIBUTIONS, AND ENDOWMENT SERVICES.SEE SCHEDULE O.DONOR DEVELOPMENT: DONORS AND ALIGNED FUNDERS CONTRIBUTED $7,719,820 TO THE FOUNDATION, FOURTEEN NEW ADVISED FUNDS WERE ESTABLISHED AND 8 NEW PLANNED GIFTS WERE MADE.FUND DISTRIBUTIONS: DONORS' RECOMMENDED GRANTS TOTALED $3,227,143 TO A BROAD RANGE OF COMMUNITY INTERESTS. THE FOUNDATION'S PHILANTHROPY ADVISORS HELP DONORS ARTICULATE VALUES, NARROW THEIR PHILANTHROPICFOCUS AND IDENTIFY GOALS AND THE IMPACT THEY WANT TO MAKE THROUGH GIVING, AS WELL AS FACILITATES GIVING CIRCLES.ENDOWMENT SERVICES: THE FOUNDATION RECEIVED $12,234,840 IN CONTRIBUTIONS FOR NEW AND EXISTING PERMANENT ENDOWMENT AND DESIGNATED FUNDS FOR LOCAL NONPROFIT ORGANIZATIONS. THE FOUNDATION PAID OUT $10,326,324 TO LOCAL NONPROFIT ORGANIZATIONS WHO HAVE ESTABLISHED PERMANENT ENDOWMENTS AND DESIGNATED FUNDS AT THE FOUNDATION. (FOR INFORMATIONAL PURPOSES ONLY - ACTIVITY IS NOT INCLUDED IN THE ROSE FOUNDATION FORM 990.)
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elsa Holguin Senior Program Officers | 39 | $149,966 | |
Anne Garcia CFO & COO | Officer | 24 | $143,622 |
Lisa Farber Miller Senior Program Officers | 39 | $141,158 | |
Therese Ellery Senior Program Officers | 39 | $111,249 | |
Whitney Connor Senior Program Officers | 39 | $100,164 | |
Lindy Eichenbaum Lent President & CEO | Officer | 24 | $12,423 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $782,767 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,128 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $786,895 |
| Total Program Service Revenue | $0 |
| Investment income | $2,012,998 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $772 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,190,822 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,991,487 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $11,243,843 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $172,028 |
| Compensation of current officers, directors, key employees. | $28,935 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,228,823 |
| Pension plan accruals and contributions | $69,818 |
| Other employee benefits | $139,578 |
| Payroll taxes | $96,488 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,100 |
| Fees for services: Lobbying | $6,300 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $300,375 |
| Fees for services: Other | $95,680 |
| Advertising and promotion | $0 |
| Office expenses | $132,951 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $193,571 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $92,806 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $55,929 |
| All other expenses | $0 |
| Total functional expenses | $13,939,414 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$7,442,954 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $51,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $208,679,351 |
| Investments—other securities | $105,833,494 |
| Investments—program-related | $500,000 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $307,620,891 |
| Accounts payable and accrued expenses | $2,000 |
| Grants payable | $2,404,818 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $80,014,812 |
| Total liabilities | $82,421,630 |
| Unrestricted restricted net Assets | $225,199,261 |
| Temporarily restricted net Assets | $0 |
| Permanently restricted net Assets or current funds | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total net assets or fund balances | $225,199,261 |
Grants Awarded
Over the last fiscal year, Rose Foundation has awarded $7,467,789 in support to 153 organizations.
| Grant Recipient | Amount |
|---|---|
Denver, CO PURPOSE: Advocacy orgs, ECLC, Jewish food movement | $420,667 |
Denver, CO PURPOSE: General operating | $361,360 |
Oakland, CA PURPOSE: Denver/Boulder Innovation Hub | $323,211 |
Denver, CO PURPOSE: General operating support | $315,200 |
Denver, CO PURPOSE: General Operating | $296,300 |
AURORA PUBLIC SCHOOL DISTRICT PURPOSE: Professional Development | $275,675 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rose Foundation has recieved totaling $108,700.
| Awarding Organization | Amount |
|---|---|
Rose Community Foundation Denver, CO PURPOSE: CO Health Policy Coalition, ED Search Process, leadership coaching | $108,700 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mid-America Nazarene University Olathe, KS | $55,334,319 | $63,656,687 |
Cornerstones Of Care Kansas City, MO | $33,252,192 | $62,036,711 |
Clean Air California San Rafael, CA | $105,149 | $50,028,663 |
Foodbank For The Heartland Omaha, NE | $18,090,007 | $45,859,600 |
Oneworld Community Health Centers Inc Omaha, NE | $55,753,804 | $50,338,832 |
Olympic Club San Francisco, CA | $139,553,098 | $52,824,082 |
Donald Danforth Plant Science Center Saint Louis, MO | $503,520,795 | $58,321,490 |
Wheaton Franciscan Healthcare - Southeast Wisconsin Inc St Louis, MO | $170,280,677 | $49,335,705 |
Dean Mcgee Eye Institute Oklahoma City, OK | $54,603,133 | $49,025,501 |
Guide Dogs For The Blind Inc San Rafael, CA | $528,074,429 | $68,313,172 |
Goodwill Industries Of Arkansas Inc Little Rock, AR | $54,825,832 | $52,717,160 |
Black River Electric Cooperative Fredericktown, MO | $138,131,330 | $49,558,459 |