Nonprofit · EIN 47-3040686
ARLENE AND MICHAEL ROSEN FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,941,815 | $3,916,699 | -$1,974,884 | $17,555,904 | $1,212,631 | $16,343,273 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $203,234
- Dividends
- $527,805
- Net gain from sales of assets
- $1,208,568
- Other income
- $2,208
Expenses
- Grants and similar amounts paid
- $1,381,000
- Compensation of officers, directors and key employees
- $697,331
- Salaries, compensation and benefits (total)
- $718,734
- Disbursements for charitable purposes
- $3,711,880
- Excise tax on investment income
- $22,797
Balance sheet and other
- Total assets, start of year
- $18,946,062
- Total assets, end of year
- $17,555,904
- Total liabilities, end of year
- $1,212,631
- Net assets, end of year
- $16,343,273
- Fair market value of assets
- $17,555,904
- Qualifying distributions
- $3,711,880
- Net investment income
- $1,736,373
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIELLE CROWELL PO BOX 3373, SANTA BARBARA, CA 93130 | CO-EXECUTIVE DIRECTOR | 40 | $332,125 | $16,606 |
| JASON SATTERFIELD PO BOX 3373, SANTA BARBARA, CA 93130 | CO-EXECUTIVE DIRECTOR | 40 | $332,000 | $16,600 |
| LAURA HAMBURG PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $192,773 | $9,639 |
| LUCKY MICHAEL PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $188,121 | $9,406 |
| JASMINE BRIZUELA PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $170,823 | $8,541 |
| WHIT GUERRERO SCHWENNING PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $167,016 | $8,351 |
| TOBI TRAVIS PO BOX 3373, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 | $0 |
| SEAN HALEEN PO BOX 3373, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 | $0 |
| LESLIE SHAPIRO PO BOX 3373, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3373, SANTA BARBARA, CA 93130-3373
- In care of
- % ARLENE ROSEN
- Signed the 990-PF
- JASON SATTERFIELD, EXECUTIVE DIRECTOR
- Phone
- (866) 888-5157
- Return prepared by
- GREEN HASSON & JANKS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-3040686
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $17,555,904
- Income (IRS master file)
- $8,641,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $624,896 | $5,005,955 | $18,946,062 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about ARLENE AND MICHAEL ROSEN FOUNDATION
- What is the EIN of ARLENE AND MICHAEL ROSEN FOUNDATION?
- The employer identification number (EIN) of ARLENE AND MICHAEL ROSEN FOUNDATION is 47-3040686.
- Is ARLENE AND MICHAEL ROSEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ARLENE AND MICHAEL ROSEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARLENE AND MICHAEL ROSEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARLENE AND MICHAEL ROSEN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARLENE AND MICHAEL ROSEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ARLENE AND MICHAEL ROSEN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 6 received compensation from the organization, the highest $332,125 (DANIELLE CROWELL, CO-EXECUTIVE DIRECTOR).
- How much revenue does ARLENE AND MICHAEL ROSEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,941,815, expenses of $3,916,699 and total assets of $17,555,904 at year end.
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