Joan Rose Foundation

Analysis

Joan Rose Foundation is a registered charity in United States, based in Birmingham, MI. It received its IRS tax-exemption ruling in February 2024, 2 years ago. Its declared purposes cover human services, which this site groups under poverty relief. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Joan Rose Foundation reported income of $217k and spending of $239k, spending 110% of what it took in. Across the 4 years on record, from December 2020 to December 2023, income grew from $128k to $217k (+70%), an average of +19% a year. The sharpest change came in the year to December 2021, when income rose by 108%. Over the whole period it spent 111% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, Joan Rose Foundation sits at the 50th percentile: it is larger than about 50% of them. Against every charity in United States with reported income it ranks in the 55th percentile, and in the 55th percentile within MI. Charities of a similar size with the same main cause include Womens Treatment Center ($217k), Delta Grace ($217k) and Child Advocacy Centers of Wisconsin Inc ($217k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 100% of the total. Other salaries and wages came to $36k. At year end it held assets of $218k against liabilities of $61k, net assets of $157k.