Rita & Herbert Rosen Family Foundation
Only null% goes to programs Strong reserves Growing revenue
Rita & Herbert Rosen Family Foundation is a 501(c)(3) organization based in Bellevue, Washington, registered in 1986, with $980,520 in FY2024 revenue. CharityIndex grades it C+.
Po Box 5003, Bellevue, WA, 98009 EIN 91-1304542 Since 1986
Revenue (FY2024)
$981K
▲ 22.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$1.0M
Net assets
$14.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Rita & Herbert Rosen Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating170 mo reserves · -3% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Rita & Herbert Rosen Family Foundation: 170 mo reserves · -3% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Rita & Herbert Rosen Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Rita & Herbert Rosen Family Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 5003, Bellevue, WA, 98009
- City
- Bellevue
- State
- Washington
- Subcategory
- Federated Giving Programs
Financial trends
Revenue declined from $1.7M (FY2013) to $981K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $14.2M
Operating margin
-2.6%
Spent more than it raised in the latest fiscal year.
Total assets
$14.2M
Total liabilities
$0
Net assets
$14.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $980,520▲22.7% | $1,005,671▲25.3% | $14,212,333▲2.9% | $14,212,333▲2.9% | 990PF |
| 2023 | $799,244▲82.9% | $802,629▼9.9% | $13,811,860▲2.2% | $13,811,860▲2.2% | 990PF |
| 2022 | $437,061▼38.1% | $891,061▲44.3% | $13,516,575▲2.9% | $13,516,575▲2.9% | 990PF |
| 2021 | $705,573▲19.5% | $617,468▼7.5% | $13,135,269▲6.8% | $13,135,269▲6.8% | 990PF |
| 2020 | $590,512▲39.1% | $667,184▲26.7% | $12,293,883▲1.4% | $12,293,883▲1.4% | 990PF |
| 2019 | $424,388▼23.9% | $526,470▲23.6% | $12,126,564▲10.5% | $12,126,564▲10.5% | 990PF |
| 2018 | $557,636▼71.5% | $425,982▼78.7% | $10,972,009▲16.6% | $10,972,009▲16.6% | 990PF |
| 2016 | $1,956,154▼5.6% | $2,000,752▲4.3% | $9,410,489▲7.9% | $9,410,489▲7.9% | 990PF |
| 2015 | $2,072,929▲19.6% | $1,918,385▼11.6% | $8,718,829▲4.6% | $8,718,829▲4.6% | 990PF |
| 2014 | $1,732,626▲0.4% | $2,170,838▲18.5% | $8,336,441▲7.7% | $8,336,441▲7.7% | 990PF |
| 2013 | $1,725,545 | $1,831,596▲11.3% | $7,743,400▲1.3% | $7,743,400▲1.3% | 990PF |
| 2012 | — | $1,645,115 | $7,640,950 | $7,640,950 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Rita & Herbert Rosen Family Foundation a legitimate nonprofit?
- Yes. Rita & Herbert Rosen Family Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 91-1304542, based in Bellevue, Washington. Donations are tax-deductible.
- What is Rita & Herbert Rosen Family Foundation's EIN?
- Rita & Herbert Rosen Family Foundation's Employer Identification Number (EIN) is 91-1304542.
- How much revenue does Rita & Herbert Rosen Family Foundation report?
- Rita & Herbert Rosen Family Foundation reported $980,520 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Rita & Herbert Rosen Family Foundation have?
- CharityIndex grades Rita & Herbert Rosen Family Foundation C+, based on financial health (reserves and operating margin).
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Data for Rita & Herbert Rosen Family Foundation (EIN 91-1304542) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.