S — Community Improvement & Capacity BuildingEIN: 273823320· Ruling Year: 2012

The Rosewood Initiative

Portland, Oregon

A-Health Score
83A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

💰
$3.4M
Total Revenue
📊
$1.2M
Total Expenses
🏦
$5.1M
Net Assets
📋
$326K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+33.1%
Year-over-year change (2022 → 2023)
Net Margin
+65.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.31
Net assets divided by total expenses
Liabilities-to-Assets
6.0%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$3,382,972↑33%$1,177,851↓7%$5,397,631↑70%
2022$2,541,598↑42%$1,270,498↑26%$3,175,549↑93%
2021$1,793,131↑8%$1,010,219↓17%$1,649,574↑94%
2020$1,660,681↑125%$1,211,154↑68%$852,314↑123%
2019$738,310↑49%$722,300↑18%$382,193↑5%
2018$495,266↓17%$610,563↑15%$363,342↓25%
2017$594,736↓7%$528,777↑34%$481,678↑18%
2016$640,492↑112%$395,074↑85%$407,969↑158%
2015$301,522↑147%$213,551↑63%$158,288↑148%
2014$122,199↑11%$131,205↑18%$63,761↓13%
2013$110,248↓32%$111,310↑17%$73,646↓56%
2012$161,553$95,183$169,013

Frequently Asked Questions

What does The Rosewood Initiative do?▼

The Rosewood Initiative is a community improvement & capacity building nonprofit organization based in Oregon. It is classified under NTEE code S20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Rosewood Initiative financially healthy?▼

Based on our 9-metric Financial Health Score model, The Rosewood Initiative has a score of 83/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Rosewood Initiative generate?▼

The Rosewood Initiative reports $2.6M in annual revenue and holds $6.0M in total assets, based on IRS filings.

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