Nonprofit · EIN 80-0653811
ROSEN INSTITUTE
Tax-exempt · WALNUT CREEK, CA 94595
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $39,941 | $48,565 | -$8,624 | $66,914 | $0 | $66,914 |
| December 31, 2024 | 990-EZ | $36,641 | $40,723 | -$4,082 | $69,444 | $0 | $69,444 |
| December 31, 2023 | 990-EZ | $96,441 | $78,096 | $18,345 | $47,602 | $0 | $47,602 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $100
- Membership dues
- $29,133
- Program service revenue
- $10,575
- Other revenue
- $133
Expenses
- Compensation of officers, directors and key employees
- $27,539
- Salaries, compensation and benefits (total)
- $27,539
- Professional fees and payments to contractors
- $6,170
- Printing, publications and postage
- $531
- Other expenses
- $14,325
Balance sheet and other
- Total assets, start of year
- $69,444
- Total assets, end of year
- $66,914
- Total liabilities, end of year
- $0
- Net assets, end of year
- $66,914
- Cash, savings and investments
- $66,914
- Gross receipts
- $39,941
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAIRE PALO | ADMIN DIRECTOR | 20 | $27,539 |
| METTE FINNEBRATEN | PRESIDENT | 1 | $0 |
| JANE SPILSBURY | VICE PRESIDENT | 1 | $0 |
| LOURDES NICOLAU | SECRETARY | 1 | $0 |
| KAREN PETERS | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAIRE PALO | ADMIN DIRECTOR | 20 | $25,078 |
| METTE FINNEBRATEN | BOARD PRESIDENT | 1 | $0 |
| JANE SPILSBURY | BOARD VICE-PRESIDENT | 1 | $0 |
| KATE O'SHEA | BOARD TREASURER | 1 | $0 |
| KAREN PETERS | BOARD SECRETARY | 1 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAIRE PALO | ADMIN DIRECTOR | 20 | $28,240 |
| METTE FINNEBRATEN | BOARD PRESIDENT | 1 | $0 |
| JANE SPILSBURY | BOARD VICE-PRESIDENT | 1 | $0 |
| KAREN PETERS | BOARD SECRETARY | 1 | $0 |
| KATE O'SHEA | BOARD TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1966 TICE VALLEY BLVD 235, WALNUT CREEK, CA 94595-2203
- In care of
- % MARY KAY WRIGHT
- Mailing address (990-N for 2021)
- 1966 TICE VALLEY BLVD 235, WALNUT CREEK CA 94595
- Principal officer (990-N for 2021)
- CLAIRE PALO, 1966 TICE VALLEY BLVD 235, WALNUT CREEK CA 94595
- Signed the 990-EZ
- METTE FINNEBRATEN, BOARD PRESIDENT
- Phone
- (925) 952-9810
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0653811 or by the name ROSEN INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE ROSEN INSTITUTE PROTECTS AND SUSTAINS THE QUALITY AND STANDARDS OF THE ROSEN METHOD, A MODALITY FOUNDED BY MARION ROSEN, A UNIQUE APPROACH TO PERSONAL GROWTH AND IMPROVED WELLNESS THAT INCLUDES BOTH BODYWORK AND MOVEMENT.
Program accomplishments
- ROSEN METHOD GLOBAL CONGRESS: A PROFESSIONAL DEVELOPMENT, CONTINUING EDUCATION AND NETWORKING EVENT FOR ALL ROSEN METHOD PROFESSIONAL AND INVOLVED PERSONS.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 80-0653811
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Recreation and sports (N03)
- Assets (IRS master file)
- $66,914
- Income (IRS master file)
- $39,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $39,941 | $48,565 | $66,914 | XML |
| 990-EZ | December 2024 | $36,641 | $40,723 | $69,444 | IRS |
| 990-EZ | December 2023 | $96,441 | $78,096 | $47,602 | XML |
| 990-N for 2021 Officer: CLAIRE PALO | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: THERESA GARCIA | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: THERESA GARCIA | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 80-0653811).
Questions about ROSEN INSTITUTE
- What is the EIN of ROSEN INSTITUTE?
- The employer identification number (EIN) of ROSEN INSTITUTE is 80-0653811.
- Is ROSEN INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2013.
- Are donations to ROSEN INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROSEN INSTITUTE file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROSEN INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSEN INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of ROSEN INSTITUTE?
- The 990-N for 2021 names CLAIRE PALO.
- Who are the officers and directors of ROSEN INSTITUTE?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $27,539 (CLAIRE PALO, ADMIN DIRECTOR).
- How much revenue does ROSEN INSTITUTE have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $39,941, expenses of $48,565 and total assets of $66,914 at year end.
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