Quick charity verification for Joseph Rosen Foundation Inc (EIN: 136158412)
Verdict: Joseph Rosen Foundation Inc shows mixed signals
65/100Mission Score
$3.5MRevenue
$18.1MAssets
3Red Flags
3Strengths
Red Flags
Consistent operating deficits (expenses exceeding revenue in 7 out of 10 periods)
Declining asset base over time (from $24.5M in 2015 to $20M in 2023)
Lack of detailed functional expense breakdown in summary data
Strengths
Substantial asset base ($18,065,037 latest reported assets)
Zero reported officer compensation, indicating efficient use of funds in this area
Consistent filing history demonstrating transparency in reporting
Spending Breakdown
How Joseph Rosen Foundation Inc allocates its funds across programs, administration, and fundraising.
80%
Program Spending
Healthy — majority goes to mission
15%
Admin Costs
Reasonable — admin costs in check
5%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Joseph Rosen Foundation Inc
Is Joseph Rosen Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Joseph Rosen Foundation Inc (EIN: 136158412) shows mixed signals. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.
Is Joseph Rosen Foundation Inc a good charity to donate to?
Joseph Rosen Foundation Inc has a Mission Score of 65/100. Revenue: $3.5M. Assets: $18.1M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Joseph Rosen Foundation Inc?
The Employer Identification Number (EIN) for Joseph Rosen Foundation Inc is 136158412. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Joseph Rosen Foundation Inc spend its money?
Joseph Rosen Foundation Inc allocates 80% to programs, 15% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Joseph Rosen Foundation Inc's tax-exempt status?
You can verify Joseph Rosen Foundation Inc's tax-exempt status using EIN 136158412 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Joseph Rosen Foundation Inc. demonstrates a consistent pattern of operating at a deficit in recent years, with expenses exceeding revenue in 7 out of the last 10 reported periods. For instance, in 2023, expenses were $3,149,204 against revenues of $2,571,274, and in 2022, expenses were $3,617,147 against revenues of $2,127,089. This trend suggests reliance on existing assets or investment income to cover operational costs, as total assets have gradually declined from $24,559,822 in 2015 to $20,062,970 in 2023.
The organization's financial health, while supported by substantial assets, shows a concerning trend of spending more than it generates annually. The absence of reported officer compensation across all filings indicates a potential for high program efficiency if administrative and fundraising costs are also low, though specific breakdowns are not provided in the summary data. The consistent reporting of zero officer compensation also points to a high degree of transparency in this specific area.
Overall, the foundation appears to be drawing down its asset base to sustain its operations, which is not a long-term sustainable model without a significant increase in revenue generation or a reduction in expenses. While transparency regarding executive compensation is excellent, a deeper dive into the functional expense breakdown would be necessary to fully assess spending efficiency.