Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92
Robert And Dale Rosen Charitable Foundation maintains minimal liabilities and zero officer compensation amidst fluctuating revenues.
EIN: 136997530 · Old Greenwich, CT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $199K |
| Total Expenses | $361K |
| Program Spending | 90% |
| Net Assets | $261K |
| Transparency Score | 85/100 |
Search Intent Cockpit
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 Form 990, Revenue, CEO Pay, and IRS Filing Signals
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $410K and expenses of $361K.
Revenue and Expenses
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 reported $410K in revenue and $361K in expenses, a surplus of $49K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 4 strengths are shown from structured and AI review.
Is Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $325K (90%) |
Across stored filings, Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
One-Stop Donor, Research, and Peer Context Hub
| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with Teen Center Of Wilton Inc | Connecticut and category context |
Trust Check
Review legitimacy, deductibility, red flags, and filing consistency.
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Local and Sector Spokes
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Old Greenwich, CT nonprofitsFollow the Money
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Keep the Investigation Moving
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 (EIN: 136997530) is a nonprofit organization based in Old Greenwich, CT. The organization reported total revenue of $199K and total assets of $166K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 is a small nonprofit that has been operating for 33 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 16.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $410K |
| Total Expenses | $361K |
| Surplus / Deficit | +$49K |
| Total Assets | $261K |
| Total Liabilities | $1 |
| Net Assets | $261K |
| Operating Margin | 11.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 8.7 months |
Financial Health Grade: A
In 2023, Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 reported a surplus of $49K with revenue exceeding expenses, holds 8.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's revenue has grown at a compound annual growth rate (CAGR) of 16.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +211.5% | +308.8% | +23.0% |
| 2022 | -10.9% | -49.0% | +25.6% |
| 2021 | +213.6% | +10.5% | -13.1% |
| 2020 | -88.3% | -21.1% | -36.1% |
| 2019 | +282.1% | +14.9% | +692.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1993 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 90%
- fundraising: 5%
According to IRS 990 filings, Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $49K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no officers or key employees receive salaries from the foundation, which is highly favorable for a small charitable trust.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's IRS 990 filings:
- 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
The following positive indicators were identified for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92:
- 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.
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?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 (EIN: 136997530) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $199K. 2 red flags identified. 4 strengths noted. Financial health grade: A.
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 directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 tax-deductible?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 is registered as a tax-exempt nonprofit (EIN: 136997530). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's spending goes to programs?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 located?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 is headquartered in Old Greenwich, Connecticut and files with the IRS under EIN 136997530.
How many years of IRS 990 filings does Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 have?
Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $199K in total revenue.
Is Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 a good charity?
Based on the available data, the foundation appears to be a good charity, primarily due to its consistent reporting of zero officer compensation and minimal liabilities, suggesting a strong commitment to its mission and efficient use of funds. However, without detailed program expense breakdowns, a full assessment of its impact is limited.
How has the foundation's revenue changed over time?
The foundation's revenue has been highly variable, ranging from a low of $22,404 in 2013 to a high of $409,877 in 2023, indicating an inconsistent funding stream but also periods of significant financial growth.
What is the foundation's financial stability?
The foundation demonstrates strong financial stability, consistently reporting only $1 in liabilities across all filings and maintaining positive net assets in most periods, with assets reaching $260,877 in the latest filing.
Filing History
IRS 990 filing history for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92's revenue has grown by 515.6%, moving from $67K to $410K. Total assets increased by 187.5% over the same period, from $91K to $261K. Total functional expenses rose by 63.7%, from $221K to $361K. In its most recent filing year (2023), Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 reported a surplus of $49K, with revenue exceeding expenses. The organization holds $1 in liabilities against $261K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $261K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $410K | $361K | $261K | $1 | — | — |
| 2022 | $132K | $88K | $212K | $1 | — | View 990 |
| 2021 | $148K | $173K | $169K | $1 | — | View 990 |
| 2020 | $47K | $157K | $194K | $1 | — | View 990 |
| 2019 | $403K | $199K | $304K | $1 | — | — |
| 2015 | $106K | $173K | $38K | $1 | — | — |
| 2014 | $97K | $113K | $106K | $1 | — | View 990 |
| 2013 | $22K | $74K | $122K | $1 | — | View 990 |
| 2012 | $147K | $65K | $173K | $1 | — | View 990 |
| 2011 | $67K | $221K | $91K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $410K, expenses of $361K, and assets of $261K (revenue +211.5% year-over-year).
- 2022: Revenue of $132K, expenses of $88K, and assets of $212K (revenue -10.9% year-over-year).
- 2021: Revenue of $148K, expenses of $173K, and assets of $169K (revenue +213.6% year-over-year).
- 2020: Revenue of $47K, expenses of $157K, and assets of $194K (revenue -88.3% year-over-year).
- 2019: Revenue of $403K, expenses of $199K, and assets of $304K (revenue +282.1% year-over-year).
- 2015: Revenue of $106K, expenses of $173K, and assets of $38K (revenue +8.8% year-over-year).
- 2014: Revenue of $97K, expenses of $113K, and assets of $106K (revenue +333.2% year-over-year).
- 2013: Revenue of $22K, expenses of $74K, and assets of $122K (revenue -84.8% year-over-year).
- 2012: Revenue of $147K, expenses of $65K, and assets of $173K (revenue +121.0% year-over-year).
- 2011: Revenue of $67K, expenses of $221K, and assets of $91K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92:
Data Sources and Methodology
This transparency report for Robert And Dale Rosen Charitable Foundation Tr Ua 08 05 92 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.