Jonathan D Rosen Family Foundation Inc
- Assets
- $0.0
- Revenue
- $598.8k
- Investments
- $62.2k
- Employees
- 0
- Location
- Atlanta, GA
- Founding
- 09/2010
- Data as of
- 10/2020
- 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 10/2020, Jonathan D Rosen Family Foundation Inc generated $598.8k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 44.6% each year . All expenses for the organization totaled $386.6k during the year ending 10/2020. While expenses have increased by 31.4% per year over the past 5 years. They've been increasing with an increasing level of total revenue. 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
2020
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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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tracy Tanner Executive Di | 40 | $87,200 | |
Andy Trotti Trustee | 0 | $0 | |
Mike Davis Trustee | 0 | $0 | |
Michelle S Spiro Trustee | 0 | $0 | |
Ginger Gallagher Trustee | 0 | $0 | |
Jonathan D Rosen Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $24,695 |
| Interest on Savings | $0 |
| Dividends & Interest | $36,659 |
| Profit on Inventory Sales | $0 |
| Other Income | $147,417 |
| Total Revenue | $598,751 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $87,200 |
| Pension plans, employee benefits | $19,931 |
| Depreciation | $7,394 |
| Occupancy | $4,542 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $5,524 |
| Total operating and administrative expenses | $386,558 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $386,558 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $136,076 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $121,790 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Jonathan D Rosen Family Foundation Inc has recieved totaling $6,000.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $6,000 |
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|---|---|---|
Incharge Debt Solutions Inc Orlando, FL | $11,087,223 | $18,359,238 |
Consumer Credit Union Greeneville, TN | $557,161,210 | $15,832,085 |
Freedom Rain Inc Birmingham, AL | $1,488,299 | $8,388,398 |
Creditguard Of America Inc Fort Lauderdale, FL | $3,308,944 | $7,102,054 |
Consumer Education Services Inc Raleigh, NC | $23,360,630 | $7,529,671 |
Incharge Education Foundation Inc Orlando, FL | $6,605,610 | $4,105,406 |
Credit Card Management Services Inc West Palm Beach, FL | $6,354,828 | $4,043,282 |
Housing Consultants Group Greensboro, NC | $1,106,215 | $2,683,425 |
Debt Management Credit Counseling Corp Deerfield Beach, FL | $2,036,555 | $1,940,140 |
Real Estate Education And Communityhousing Inc Palm Beach Gardens, FL | $2,680,215 | $1,438,929 |
Financial Pathways Of The Piedmont Inc Winstonsalem, NC | $1,642,751 | $1,849,365 |
Consumer Debt Counselors Inc Winter Park, FL | $1,532,219 | $1,793,369 |