Stephen C Rose Legacy Foundation is a 501(c)(3) organization based in Olney, Maryland, registered in 2016, with $5,579,124 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$5.6M
▼ 33.1% vs prior year
Human Services median: $293K
Expenses (FY2024)
$4.5M
Net assets
$11.2M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →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 Stephen C Rose Legacy Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Stephen C Rose Legacy Foundation: 30 mo reserves · +19% margin earns a A on this criterion. See the exact thresholds →
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 Stephen C Rose Legacy Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Stephen C Rose Legacy Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $155K (FY2016) to $5.6M (FY2024) across 9 reported years.
Financial snapshot
Operating margin
19.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$13.9M
Total liabilities
$2.7M
Net assets
$11.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $5,579,124▼33.1% | $4,500,591▼10.3% | $11,167,734▲11.0% | $13,879,931▲0.6% | 990 |
| 2023 | $8,341,276▼19.3% | $5,017,816▼4.5% | $10,064,059▲51.8% | $13,792,357▲17.7% | 990 |
| 2022 | $10,339,409▲144% | $5,255,684▲83.0% | $6,628,631▲334% | $11,714,222▲90.2% | 990 |
| 2021 | $4,241,794▲197% | $2,872,290▲83.8% | $1,528,961▲859% | $6,157,698▲181% | 990 |
| 2020 | $1,429,973▼12.0% | $1,562,952▲3.0% | $159,457▼45.5% | $2,191,244▲191% | 990 |
| 2019 | $1,624,459▲40.8% | $1,517,297▲42.2% | $292,436▲57.8% | $754,036▼17.3% | 990 |
| 2018 | $1,153,489▲35.6% | $1,066,970▲41.4% | $185,274▲87.6% | $911,880▲61.3% | 990 |
| 2017 | $850,739▲451% | $754,737▲392% | $98,755▲3487% | $565,383▼29.7% | 990 |
| 2016 | $154,534 | $153,261 | $2,753 | $804,584 | 990 |
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.
25 grants to Stephen C Rose Legacy Foundation totaling $8.9M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Charities Aid Foundation America | Charitable donation | 2024 | $200,817 |
| American Online Giving Foundation Inc | General support | 2024 | $60,520 |
| Fjc | General operating support | 2024 | $20,000 |
| Charities Aid Foundation America | Charitable donation | 2023 | $199,750 |
| Thrivent Charitable Impact & Investing | General support | 2023 | $50,000 |
| Nami National | General support and program assistance | 2023 | $25,000 |
| National Philanthropic Tr | Education | 2023 | $21,250 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $800,500 |
| Thrivent Charitable Impact & Investing | General support | 2022 | $50,000 |
| National Philanthropic Tr | Human services | 2022 | $25,000 |
| National Philanthropic Tr | Human services | 2021 | $5,000,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $650,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $650,000 |
| Fjc | Unrestricted general support | 2021 | $200,000 |
| Thrivent Charitable Impact & Investing | General support | 2021 | $50,000 |
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Data for Stephen C Rose Legacy Foundation (EIN 47-4730275) 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.