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Rosarian Academy Charitable Trust

Tax-deductible

West Palm Bch, FL501(c)(3)Since 1983ReligionEIN 59-6796741Revenue $62K in FY2025

On file with the IRS807 N Flagler Dr, 33401-3705 · West Palm Bch, FLTax-exempt since Mar 1984Publicly supported — 509(a)(2)

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To raise funds for the benefit of Rosarian Academy, INC., an exempt organization.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $4K a year · 9% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 4.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$62K
+6% vs prior year
Spent
$52K
To programs
77%
Net assets
$2.2M
By yearFY2020–FY2025
Revenue
$62K
FY2025▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$45K
FY2021$28K
FY2022$47K
FY2023$55K
FY2024$59K
FY2025$62K
Expenses
$52K
FY2025▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$35K
FY2021$31K
FY2022$35K
FY2023$68K
FY2024$49K
FY2025$52K
Net assets
$2.2M
FY2025▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.8M
FY2022$1.7M
FY2023$1.8M
FY2024$2.0M
FY2025$2.2M

From the FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $40K Management & general 23% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
John Fulton
Chairman of the Board
$0Pt VII · Sec A
Alison Mischke
Board Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Linda Trethewey
Head of School
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jeff Rehm
Trustee
$0Pt VII · Sec A
Kevin Ryan
Trustee
$0Pt VII · Sec A
See Rosarian Academy Charitable Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds to support Rosarian Academy.

Questions for Rosarian Academy Charitable Trust

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Provided by the organization

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1 program · $40K · in their own filed words · FY2024
01

Funds are raised for the benefit of rosarian academy, inc., an exempt organization.

$40Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
The Mary Alice Fortin FoundationFY2024$10K
Total grants receivedfrom 1 funder$10K
Grants paid · 6 grants · $208K · 2019–2024
Rosarian AcademyFL · FY2024$39,831
Rosarian AcademyFL · FY2023$37,825
Rosarian AcademyFL · FY2022$57,938
Rosarian AcademyFL · FY2021$23,567
Rosarian AcademyFL · FY2020$21,784
Rosarian AcademyFL · FY2019$26,660

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$62K
Ln 12
Investment incomeLn 3$52K
Gifts and grantsLn 1h$10K
Money outPt IX
$52K
Ln 25
Programscol B$40K
Managementcol C$12K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$19K
Total assetsLn 16$2.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Investment incomeLn 3$52K
Total revenueLn 12$62K
Assets in detailPt X, end of year
SavingsLn 2$19K
Cash and savings togetherLn 1–2$19K
InvestmentsLn 11–13$2.1M
Total assetsLn 16$2.2M
LiabilitiesLn 26$0
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$19K
InvestmentsLn 11–13$1.9M$2.1M
Total assetsLn 16$2.0M$2.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.0M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$40K$40K
Investment management feesLn 11f$12K$12K
Total functional expensesLn 25$52K$40K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $62K$52K$10K$2.2M 990 PDF
FY2024 $59K$49K$10K$2.0M 990 PDF
FY2023 $55K$68K−$13K$1.8M 990 PDF
FY2022 $47K$35K$12K$1.7M 990 PDF
FY2021 $28K$31K−$3K$1.8M 990 PDF
FY2020 $45K$35K$10K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $62,022 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $10,000$10,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $48,558$52,022
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $58,558$62,022
I-13 Grants and similar amounts paidPrior year $37,825$39,831
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,894$12,059
I-18 Total expensesPrior year $48,719$51,890
I-19 Revenue less expensesPrior year $9,839$10,132
Part VI · Governance 9 of 9 board members independent, 4 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $62,022 across 4 lines filed
VIII-1f All other contributions, gifts and grants$10,000
VIII-1h Total contributions, gifts and grants$10,000
VIII-3 Investment incomeExcluded from tax $52,022$52,022
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $52,022$62,022
Part IX · Statement of functional expenses $51,890 across 2 lines filed
IX-1 Grants to domestic organizationsPrograms $39,831$39,831
IX-11f Investment management feesManagement $12,059$12,059
IX-25 Total functional expensesPrograms $39,831 · Management $12,059 · Fundraising $0$51,890
Part X · Balance sheet $2,168,882 assets, 7 lines filed
X-2 Savings and temporary cash investments$19,490
X-11 Publicly traded securitiesStart of year $1,941,897$2,149,392
X-16 Total assetsStart of year $1,951,897$2,168,882
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,951,897$2,168,882
X-32 Total net assets or fund balancesStart of year $1,951,897$2,168,882
X-33 Total liabilities and net assetsStart of year $1,951,897$2,168,882
Part XI · Reconciliation of net assets $2,168,882 net assets at year end
XI-1 Total revenue$62,022
XI-2 Total expenses$51,890
XI-3 Revenue less expenses$10,132
XI-4 Net assets at start of year$1,951,897
XI-5 Net unrealized gains (losses) on investments$216,853
XI-8 Prior period adjustments−$10,000
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,168,882

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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