ROSE FOUNDATION FOR COMMUNITIES AND THE ENVIRONMENT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSE FOUNDATION FOR COMMUNITIES AND THE ENVIRONMENT (EIN 94-3179772)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349303160
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T11:14:55-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942590179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maze & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3478 Buskirk Ave Ste 217 | AddressLine1Txt |
| City | Pleasant Hill | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943179772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSE FOUNDATION FOR COMMUNITIES | BusinessNameLine1Txt |
| Business Name Line2 | THE ENVIRONMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 5106580702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 4TH STREET SUITE 102 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA AIKO PANDORF | PersonNm |
| Person Title | INTERIM EXEC. DIR. | PersonTitleTxt |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIKKI C RODRIGUEZ | PreparerPersonNm |
| PTIN | P00685455 | PTIN |
| Phone | 9252282800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA AIKO PANDORF | PrincipalOfficerNm |
| Gross Receipts | $10,710,496 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROSEFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT GRASSROOTS INITIATIVES TO INSPIRE COMMUNITY ACTION TO PROTECT THE ENVIRONMENT, CONSUMERS, AND PUBLIC HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,711,882 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,073,178 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $213,849 | PYInvestmentIncomeAmt |
| CY Investment Income | $636,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,754 | PYOtherRevenueAmt |
| CY Other Revenue | $1,035 | CYOtherRevenueAmt |
| PY Total Revenue | $5,938,485 | PYTotalRevenueAmt |
| CY Total Revenue | $10,710,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,561,151 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,087,650 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,395,494 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,844,050 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $504,843 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $435,260 | PYOtherExpensesAmt |
| CY Other Expenses | $576,587 | CYOtherExpensesAmt |
| PY Total Expenses | $7,391,905 | PYTotalExpensesAmt |
| CY Total Expenses | $10,508,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,453,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $202,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,969,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,172,801 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,735,702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,366,512 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,233,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $806,289 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT GRASSROOTS INITIATIVES TO INSPIRE COMMUNITY ACTION TO PROTECT THE ENVIRONMENT, CONSUMERS, AND PUBLIC HEALTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,162,356 | ExpenseAmt |
| Grant | $8,861,328 | GrantAmt |
| Desc | THE ROSE FOUNDATION ENVISIONS A FUTURE WHERE NATURE IS PROTECTED, PEOPLES RIGHTS ARE ENSURED, AND ENVIRONMENTAL JUSTICE IS ADVANCED, AND WHERE THESE THREE VALUES ARE DEEPLY INTERCONNECTED. TO ACHIEVE OUR VISION, WE SUPPORT COMMUNITY-BASED INITIATIVES THAT HELP BUILD A WORLD IN WHICH INDIVIDUALS, ORGANIZATIONS, AND COMMUNITIES ARE EMPOWERED TO PROMOTE STEWARDSHIP OF NATURE, INSPIRE PEOPLE TO TAKE ACTION, AND HOLD GOVERNMENT AND CORPORATIONS ACCOUNTABLE. ROSES GRANTMAKING PROGRAMS BUILD BRIDGES BETWEEN COMMUNITY MEMBERS EXPERTISE, COMMITMENT AND ENERGY, AND A VARIETY OF FUNDING SOURCES INCLUDING COLLEAGUE FOUNDATIONS, COURT-ORDERED MITIGATION PAYMENTS, GOVERNMENTAL PARTNERS, AND INDIVIDUAL DONORS IN ORDER TO HELP BUILD A JUST AND SUSTAINABLE FUTURE FOR OUR CHILDREN, AND OUR CHILDRENS CHILDREN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $550,368 | ExpenseAmt |
| Grant | $404,416 | GrantAmt |
| Desc | THE ROSE FOUNDATION FOCUSES SPECIAL ATTENTION TOWARDS BUILDING THE GRASSROOTS BASE OF THE CONSERVATION AND ENVIRONMENTAL JUSTICE MOVEMENTS, AND HAS BUILT A FAMILY OF GRASSROOTS FUNDS WHICH HELP VERY SMALL AND EMERGING CHARITIES WITH SEED FUNDING AND TRAINING. MOST OF OUR GRASSROOTS GRANTEES ARE TOO SMALL, TOO NEW AND TOO REMOTE TO SECURE FUNDING FROM LARGER FOUNDATIONS. BUT THE GRASSROOTS ACTIVISTS SUPPORTED BY OUR GRASSROOTS FUNDS ARE A BIG PART OF THE PEOPLE POWER NEEDED TO SECURE BIG WINS FOR CONSERVATION, COMMUNITY EQUITY AND RESILIENCE, AND SOCIAL JUSTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $463,495 | ExpenseAmt |
| Desc | NEW VOICES ARE RISING WORKS WITH SAN FRANCISCO EAST BAY HIGH SCHOOL STUDENTS FROM LOW-INCOME COMMUNITIES AND COMMUNITIES OF COLOR THAT SUFFER DISPROPORTIONATELY FROM TOXIC POLLUTION AND RELATED ILLNESS. THE NEW VOICES PROGRAM BUILDS OUR STUDENTS CONFIDENCE, DEVELOPS THEIR LEADERSHIP AND ANALYTICAL SKILLS, TEACHES THEM ACTIVIST SKILLS, AND TRAINS THEM TO LEAD THEIR GENERATIONS FIGHT FOR ENVIRONMENTAL JUSTICE, CLIMATE PROTECTION AND COMMUNITY RESILIENCE. PROGRAM COMPONENTS INCLUDE A SUMMER LEADERSHIP ACADEMY, SCHOOL TERM FELLOWSHIPS, INTERNSHIPS WITH CLIMATE JUSTICE NON-PROFITS AND BUSINESSES, AND FIELD TRIPS TO EXPLORE ENVIRONMENTAL CAREERS AND VOLUNTEER OPTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,176,219 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA AIKO PANDORF | PersonNm |
| Phone | 5106580702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 4TH STREET SUITE 102 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| TIM LITTLE | |||||||
| Secretary | 40.00 | 0.00 | Yes (X) | $172,671 | $0 | $29,185 | |
| JILL RATNER | |||||||
| PRESIDENT | 20.00 | 0.00 | Yes (X) | $48,609 | $0 | $4,810 | Yes (X) |
| KEVIN HENDRICK | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AMY LYONS | |||||||
| Treasurer VP | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARYBELLE NZEGWU | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| VERONICA EADY | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ELLEN HAUSKENS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID MICHELFELDER | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CINDY TSAI SCHULTZ | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PAM FUJITA-YUHAS | |||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| WILLARD BROWN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA FERNANDEZ | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CARLOS ZAMBRANO | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $221,280 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $33,995 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $6,353 | FederatedCampaignsAmt |
| Government Grants | $321,091 | GovernmentGrantsAmt |
| All Other Contributions | $9,745,734 | AllOtherContributionsAmt |
| Total Contributions | $10,073,178 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $636,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $636,283 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| OTHER INCOME | $1,035 | $1,035 |
| RETURN OF NET FUNDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,035 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,710,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $637,318 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,087,650 | TotalAmt |
| Program Services | $8,087,650 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,275 | TotalAmt |
| Program Services | $107,216 | ProgramServicesAmt |
| Management And General | $97,004 | ManagementAndGeneralAmt |
| Fundraising | $51,055 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,334 | TotalAmt |
| Program Services | $547,397 | ProgramServicesAmt |
| Management And General | $436,885 | ManagementAndGeneralAmt |
| Fundraising | $237,052 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,950 | TotalAmt |
| Program Services | $74,610 | ProgramServicesAmt |
| Management And General | $124,719 | ManagementAndGeneralAmt |
| Fundraising | $53,621 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,491 | TotalAmt |
| Program Services | $53,531 | ProgramServicesAmt |
| Management And General | $39,508 | ManagementAndGeneralAmt |
| Fundraising | $21,452 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,135 | TotalAmt |
| Program Services | $146,648 | ProgramServicesAmt |
| Management And General | $43,622 | ManagementAndGeneralAmt |
| Fundraising | $89,865 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,623 | TotalAmt |
| Program Services | $32,259 | ProgramServicesAmt |
| Management And General | $10,749 | ManagementAndGeneralAmt |
| Fundraising | $4,615 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,766 | TotalAmt |
| Program Services | $3,553 | ProgramServicesAmt |
| Management And General | $2,585 | ManagementAndGeneralAmt |
| Fundraising | $1,628 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,590 | TotalAmt |
| Program Services | $60,983 | ProgramServicesAmt |
| Management And General | $45,057 | ManagementAndGeneralAmt |
| Fundraising | $26,550 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,388 | TotalAmt |
| Program Services | $25,052 | ProgramServicesAmt |
| Management And General | $5,229 | ManagementAndGeneralAmt |
| Fundraising | $1,107 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,774 | TotalAmt |
| Program Services | $5,416 | ProgramServicesAmt |
| Management And General | $4,003 | ManagementAndGeneralAmt |
| Fundraising | $2,355 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,076 | TotalAmt |
| Program Services | $2,795 | ProgramServicesAmt |
| Management And General | $2,066 | ManagementAndGeneralAmt |
| Fundraising | $1,215 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and Publications | $15,665 | $6,750 | $7,004 | $1,911 |
| TRAINING | $13,892 | $13,892 | ||
| DUES, SUBSCRIPT., & PROF. DEV. | $10,879 | $4,717 | $3,561 | $2,601 |
| EVENT EXPENSES | $10,375 | $1,804 | $8,571 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,424 | TotalAmt |
| Program Services | $3,750 | ProgramServicesAmt |
| Management And General | $3,429 | ManagementAndGeneralAmt |
| Fundraising | $1,245 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,508,287 | TotalAmt |
| Program Services | $9,176,219 | ProgramServicesAmt |
| Management And General | $827,225 | ManagementAndGeneralAmt |
| Fundraising | $504,843 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,343,657 | BOYAmt |
| EOY | $17,462,184 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,171 | BOYAmt |
| EOY | $83,937 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $375,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,310 | BOYAmt |
| EOY | $14,852 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,517,906 | BOYAmt |
| EOY | $7,386,681 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,412 | BOYAmt |
| EOY | $354,927 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,068 | BOYAmt |
| EOY | $495,220 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,969,524 | BOYAmt |
| EOY | $26,172,801 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,923 | BOYAmt |
| EOY | $64,413 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,450,755 | BOYAmt |
| EOY | $2,824,679 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,559,491 | BOYAmt |
| EOY | $21,846,021 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,533 | BOYAmt |
| EOY | $631,399 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,735,702 | BOYAmt |
| EOY | $25,366,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$274,879 | BOYAmt |
| EOY | $64,462 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,508,701 | BOYAmt |
| EOY | $741,827 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,233,822 | BOYAmt |
| EOY | $806,289 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,969,524 | BOYAmt |
| EOY | $26,172,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $202,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $262,229 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$24,668 | InvestmentExpenseAmt |
| Prior Period Adjustments | -$2,867,303 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,978,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,070,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,025,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,711,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,908,014 | CurrentTaxYearAmt |
| Total | $34,694,205 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,978,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,070,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,025,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,711,882 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,908,014 | CurrentTaxYearAmt |
| Total | $34,694,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,378,336 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,315,869 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $289,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $413,826 | CurrentTaxYearAmt |
| Total | $1,320,302 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $43,719 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,058,226 | TotalSupportAmt |
| Public Support CY170 | 0.89620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $416,094 | CurrentYearMinus3Amt |
| Total | $416,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $624,141 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $632 | CurrentYearMinus3Amt |
| Total | $632 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $104,024 | CurrentYearMinus3Amt |
| Total | $104,024 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $156,036 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $134 | CurrentYearMinus3Amt |
| Total | $134 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $817,808 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $6,226,173 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $624,510 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,269,290 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $86,094 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,590 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,593 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,488 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,695 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,886 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,450 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,590 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,660 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $25,886 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,696 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,964 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,660 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,338 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $17,696 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $64,227 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED EXPENSES | $105,902 |
| RIGHT OF USE LIABILITY | $525,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $631,399 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,948,057 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $262,229 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$24,668 | OtherRevenueAmt |
| Revenue Not Reported | $237,561 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,710,496 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,710,496 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,508,287 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $10,508,287 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $10,508,287 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | PART V, LINE 4 INTENDED USES FOR ENDOWMENT FUNDSOUR PERMANENTLY RESTRICTED FUNDS SUPPORT THE ANTHONY GRASSROOTS ENVIRONMENTAL PRIZE WHICH RECOGNIZES AN OUTSTANDING EXAMPLE OF GRASSROOTS ENVIRONMENTAL ACTIVISM IN CALIFORNIA OVER THE PREVIOUS YEAR WITH A $2,000 CASH AWARD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTS TO ORGANIZATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | REFER TO PDF SCHEDULE I | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $7,935,059 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 171 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSALL GRANT APPLICANTS MUST PROVIDE A FULL NARRATIVE DESCRIPTION OF THEIR PROPOSED PROJECT, DESCRIPTION OF THEIR PROPOSED PROJECT, DESCRIPTION OF STAFF ASSIGNED TO THE PROJECT, PROOF OF NON-PROFIT STATUS, DETAILED FINANCIAL AND ORGANIZATIONAL INFORMATION, AND THEIR EVALUATION PROCESS INCLUDING QUANTITATIVE BENCHMARKS AS APPROPRIATE. ALL GRANTS AWARDED BY THE ROSE FOUNDATION ARE GOVERNED BY CONTRACTS. AMONG OTHER PROVISIONS, THESE CONTRACTS REQUIRE A NARRATIVE AND FINANCIAL REPORT AT LEAST ANNUALLY UNTIL ALL GRANT FUNDS ARE EXHAUSTED, AND GRANTEES ARE REQUIRED TO OPEN THEIR BOOKS TO THE ROSE FOUNDATION AT ANY TIME UPON THE FOUNDATIONS REQUEST. FOUNDATION STAFF ALSO MAINTAIN CONTACT WITH GRANTEES THROUGHOUT THE YEAR BY TELEPHONE, EMAIL AND REGULAR MAIL. THROUGH THESE ACCOUNTABILITY MECHANISMS, THE ROSE FOUNDATION IS ABLE TO ENSURE THAT GRANT FUNDS ARE PROPERLY EXPENDED. IF, IN THE ROSE FOUNDATIONS SOLE JUDGMENT, GRANT FUNDS WERE NOT PROPERLY EXPENDED, UNDER OUR GRANT CONTRACTS, WE RETAIN THE RIGHT TO REQUIRE UP TO A FULL REFUND OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM LITTLE | PersonNm |
| Title | Secretary | TitleTxt |
| Base Compensation Filing Org | $172,671 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $13,915 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $15,270 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $201,856 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN HENDRICK | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | VICE PRESIDENT | RelationshipDescriptionTxt |
| Transaction | INDEPENDENT CONTRACT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART V ADDITIONAL INFORMATIONJILL RATNER, PRESIDENT, AND TIM LITTLE, EXECUTIVE DIRECTOR, THE CO-FOUNDERS OF THE ORGANIZATION, ARE MARRIED, AND APPLY THEIR COMBINED 75 YEARS OF EXPERIENCE IN ENVIRONMENTAL CONSERVATION, SOCIAL JUSTICE AND NON-PROFIT MANAGEMENT IN THEIR LEADERSHIP OF THE ORGANIZATION. THEY HAVE BEEN THE PRIMARY AGENTS IN BUILDING THE FOUNDATIONS GRANTMAKING, AND EDUCATIONAL PROGRAMS, AND HAVE BEEN RECOGNIZED FOR THEIR COMMUNITY SERVICE AND ACCOMPLISHMENTS BY NUMEROUS GOVERNMENTAL, NON-PROFIT AND EDUCATIONAL INSTITUTIONS INCLUDING STANFORD UNIVERSITY, THE UNIVERSITY OF CALIFORNIA, THE CITY OF LOS ANGELES, THE SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT, THE CALIFORNIA COASTAL COMMISSION, AND THE SIERRA CLUB. IN ADDITION TO HER DUTIES AS PRESIDENT, MS. RATNER LEADS THE FOUNDATION'S NEW VOICES ARE RISING YOUTH PROGRAM, PROVIDING LEADERSHIP TRAINING AND DYNAMIC OPPORTUNITIES FOR CIVIC ENGAGEMENT AND COMMUNITY ENHANCEMENT TO AT RISK EAST SF BAY YOUTH IN PARTNERSHIP WITH NUMEROUS COMMUNITY ORGANIZATIONS, GOVERNMENTAL AGENCIES AND THE OAKLAND UNIFIED SCHOOL DISTRICT SHE IS ALSO THE AUTHOR OF THE FOUNDATIONS ACTION: ON THE HEADWATERS FOREST PUBLICATION SERIES WHICH IS CREDITED WITH HELPING TO CATALYZE THE ESTABLISHMENT OF NORTHERN CALIFORNIAS HEADWATERS FOREST RESERVE. IN ADDITION TO HIS DUTIES AS CHIEF EXECUTIVE OFFICER, MR. LITTLE IS THE FOUNDATIONS PRIMARY GRANTS OFFICER. HE HAS DEVELOPED A FAMILY OF GRANTMAKING FUNDS WHICH CUMULATIVELY AWARD OVER $5 MILLION PER YEAR, AND HAS DEVELOPED AN INNOVATIVE SUPPLEMENTAL ENVIRONMENTAL PROJECT MODEL WHICH PARTNERS WITH NON-PROFIT ORGANIZATIONS AND GOVERNMENTAL REGULATORS TO STEER POLLUTION MITIGATION PAYMENTS AND CY PRES AWARDS TOWARDS COMMUNITY-BASED STEWARDSHIP, SUSTAINABILITY EQUITY AND JUSTICE PROJECTS. IN ADDITION TO GRANTMAKING, HE IS RECOGNIZED BY THE GOVERNMENTAL ACCOUNTABILITY OFFICE AS AN EXPERT IN CORPORATE ENVIRONMENTAL LIABILITY DISCLOSURE AND IS THE AUTHOR OF THE FOUNDATIONS ACCLAIMED ENVIRONMENTAL FIDUCIARY PUBLICATION SERIES WHICH EXAMINES AND DOCUMENTS THE PRUDENCE OF CONSIDERING ENVIRONMENTAL FACTORS IN INVESTMENT PORTFOLIO MANAGEMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | JILL RATNER, PRESIDENT, AND TIM LITTLE, EXECUTIVE DIRECTOR, ARE MARRIED. |
| Form 990, Part VI, Section B, Line 11b | THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 BY E-MAIL PRIOR TO FILING. THE BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM AND PROVIDE FEEDBACK. |
| Form 990, Part VI, Section B, Line 12c | THE AUDIT COMMITTEE SHALL ANNUALLY REPORT TO THE BOARD ON ANY INSTANCES OF CONFLICT OF INTEREST DISCLOSURE AND ANY ACTIONS TAKEN AS A RESULT. ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ROSE FOUNDATION'S COMPLIANCE OFFICER, WHO ALSO CHAIRS THE FOUNDATIONS AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR REPORTS TO THE ROSE FOUNDATION BOARD ANNUALLY ON THE STATUS OF ALL INTERNAL CONTROLS, INCLUDING IMPLEMENTATION OF CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES. |
| Form 990, Part VI, Section B, Line 15a | ROSE FOUNDATIONS COMPENSATION POLICY FOR THE EXECUTIVE DIRECTOR OR ANY OTHER OFFICER REQUIRES THAT A COMPREHENSIVE SURVEY OF SALARY COMPS IS PREPARED FOR, AND REVIEWED BY, THE PERSONNEL COMMITTEE. ALL COMPENSATION ISSUES RELATED TO THE EXECUTIVE DIRECTOR OR OTHER OFFICERS RECEIVE AN INTERESTED DIRECTOR LEVEL OF SCRUTINY AND MUST BE APPROVED BY DISINTERESTED PERSONS ON THE BOARD. COMPENSATION FOR OTHER TOP MANAGEMENT OR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR, AND POLICY REQUIRES CONSIDERATION OF A COMPREHENSIVE SURVEY OF APPLICABLE SALARY COMPS. DETAILED COMPENSATION RECORDS ARE MAINTAINED ON ALL EMPLOYEES AND DIRECTORS, AND THESE RECORDS ARE KEPT FOR SEVERAL YEARS AS DESCRIBED IN THE DOCUMENT RETENTION POLICY. |
| Form 990, Part VI, Section B, Line 15b | ROSE FOUNDATIONS COMPENSATION POLICY FOR THE EXECUTIVE DIRECTOR OR ANY OTHER OFFICER REQUIRES THAT A COMPREHENSIVE SURVEY OF SALARY COMPS IS PREPARED FOR, AND REVIEWED BY, THE PERSONNEL COMMITTEE. ALL COMPENSATION ISSUES RELATED TO THE EXECUTIVE DIRECTOR OR OTHER OFFICERS RECEIVE AN INTERESTED DIRECTOR LEVEL OF SCRUTINY AND MUST BE APPROVED BY DISINTERESTED PERSONS ON THE BOARD. COMPENSATION FOR OTHER TOP MANAGEMENT OR KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR, AND POLICY REQUIRES CONSIDERATION OF A COMPREHENSIVE SURVEY OF APPLICABLE SALARY COMPS. DETAILED COMPENSATION RECORDS ARE MAINTAINED ON ALL EMPLOYEES AND DIRECTORS, AND THESE RECORDS ARE KEPT FOR SEVERAL YEARS AS DESCRIBED IN THE DOCUMENT RETENTION POLICY. |
| Form 990, Part VI, Section C, Line 19 | AUDITS AND FORM 990 FILINGS ARE AVAILABLE ON OUR WEBSITE. OUR FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. ALL OTHER GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE BY REQUEST. |
| FORM 990, PART VI - ADDITIONAL INFORMATION | JILL RATNER, PRESIDENT, AND TIM LITTLE, EXECUTIVE DIRECTOR, ARE MARRIED. |
| FORM 990, PART VI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICERS | JILL RATNER TIM LITTLEPRESIDENT EXEC. DIR.SEE ADDITIONAL INFORMATION |
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