Human Services
(P50)
990 on File
STEPHEN C ROSE LEGACY FOUNDATION
Financial strength (30%)
78/100
Reliability (20%)
50/100
Effectiveness (25%)
81/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$5.6M
Total Revenue
$4.5M
Total Expenses
$11.2M
Net Assets
13
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
78.0%
Fundraising Efficiency
N/A
Operating Reserve
29.78x
Liability-to-Asset
19.5%
Revenue Diversification
85.1%
Executive Compensation
$344K
Compared with Peers
FY 2024
Compared with 7,588 similar organizations
(United States, Human Services, $1M–$10M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
78.0% | 85.5% |
P10P90
|
Bottom quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
19.4% | 11.3% |
P10P90
|
Bottom quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
2.6% | 0.4% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
29.8 mo | 8.5 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
19.5% | 13.3% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
85.1% | 93.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-33.1% | 7.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-10.3% | 7.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
19.3% | 1.9% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $5.6M | $4.5M | $11.2M | 78.0% | 13 |
| 2023 | $8.3M | $5.0M | $10.1M | 80.6% | 14 |
| 2022 | $10.3M | $5.3M | $6.6M | 85.3% | 13 |
| 2021 | $4.2M | $2.9M | N/A | — | 7 |
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