Is Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 Legit?
Quick charity verification for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 (EIN: 136997530)
Verdict: Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 appears trustworthy
85/100Mission Score
$199KRevenue
$166KAssets
2Red Flags
4Strengths
Red Flags
Significant year-over-year revenue fluctuations, which could impact consistent program delivery.
Lack of detailed expense breakdown (program, admin, fundraising) in provided summary data, limiting full spending efficiency analysis.
Strengths
Consistent reporting of zero officer compensation, indicating high efficiency and dedication of resources to mission.
Extremely low liabilities ($1 across all filings), demonstrating strong financial health and minimal debt.
Positive net assets maintained in most periods, showing effective financial management.
Significant revenue growth in the latest period (202312) to $409,877.
Spending Breakdown
How Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
5%
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 Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92
Is Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 a legitimate charity?
Based on AI analysis of IRS 990 filings, Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 (EIN: 136997530) appears trustworthy. Mission Score: 85/100. 2 red flags identified, 4 strengths noted.
Is Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 a good charity to donate to?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 has a Mission Score of 85/100. Revenue: $199K. Assets: $166K. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92?
The Employer Identification Number (EIN) for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 is 136997530. 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 Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 spend its money?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 allocates 90% to programs, 5% to administration, and 5% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's tax-exempt status?
You can verify Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's tax-exempt status using EIN 136997530 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 Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 demonstrates a generally sound financial position, with its latest filing showing revenue of $409,877 and assets of $260,877. The organization consistently reports minimal liabilities ($1 across all filings), indicating strong financial stability and a lack of significant debt. While specific program spending details are not provided in the summary data, the absence of officer compensation across all reported periods suggests a lean operational structure, potentially maximizing funds available for charitable activities. However, without a detailed breakdown of expenses into program, administrative, and fundraising categories, a precise assessment of spending efficiency is challenging.
The foundation's revenue has fluctuated significantly over the years, ranging from a low of $22,404 in 2013 to a high of $409,877 in 2023. Despite these fluctuations, the organization has maintained positive net assets in most periods, demonstrating an ability to manage its resources effectively. The consistent reporting of zero officer compensation is a strong indicator of transparency and a commitment to directing resources towards its mission rather than executive salaries. To further enhance transparency, a more detailed breakdown of expenses would be beneficial for external analysis.