The Rose Villa Foundation supports independence, advances well-being, empowers senior residents,and inspires our community to build a better future for all generations.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 25 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $320K a year · 50% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
9 mo
of spending, in cash
Plus $7.4M in investments, Pt X · Ln 11–13
Looks good: 9.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $42K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$475K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$745K
+69% vs prior year
Spent
$701K
To programs
79%
Net assets
$7.7M
By yearFY2020–FY2024
Revenue
$745K
FY2024▲ +69%
Tap a bar for its year
Revenue by fiscal year
FY2020$560K
FY2021$673K
FY2022$767K
FY2023$442K
FY2024$745K
Expenses
$701K
FY2024▲ +95%
Tap a bar for its year
Expenses by fiscal year
FY2020$164K
FY2021$133K
FY2022$231K
FY2023$360K
FY2024$701K
Net assets
$7.7M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.5M
FY2021$7.6M
FY2022$6.6M
FY2023$7.4M
FY2024$7.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1964.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $553K Management & general 17% · $120K Fundraising 4% · $28K

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

17 people listed on the 990.

Part VII, Section A · reportable compensation
Mar '24) & Treasurer (as of Sep '24)
$0Pt VII · Sec A
Treasurer (through August 2024)
$0Pt VII · Sec A
Executive Director (as of July 2024)
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Rose Villa Foundation INC 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

Empowering seniors to live independently and inspiring community well-being for all generations.

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Provided by the organization

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3 programs · $553K · in their own filed words · FY2024
01

Resident Assistance

Provided safety-net support to meet the needs of eight longtime residents of rose villa, inc., a 501(c)3 nonprofit single-site life plan community. Primarily through grants to rose villa, inc., rose villa foundation continued its founding purpose, a neighbor-to-neighbor promise that longtime residents facing unexpected financial hardship…

$467Kprogram expense
02

Additional Programs for Residents of Rose Villa, INC.

- madrona grove quality of life for needs of those in 24-HOUR supportive care- community grants for resident-driven projects- professional services such as financial coaching- education and enrichment speaker series

$79Kprogram expense
03

Team Member Education Awards

Provided support for education of rose villa, inc., team members.

$7Kprogram 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
Rose Villa INCFY2024$35K
Total grants receivedfrom 2 funders$42K
Grants paid · 6 grants · $691K · 2020–2024
Rose Villa INCOR · FY2024$474,761
Rose Villa INCOR · FY2023$155,622
Rose Villa INCOR · FY2022$34,074
Unitemized GrantFY2021$5,557
Rose Villa INCOR · FY2020$14,504
Unitemized GrantFY2020$6,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$745K
Ln 12
Investment incomeLn 3$396K
Gifts and grantsLn 1h$348K
Other incomeLn 4–11$1K
Money outPt IX
$701K
Ln 25
Programscol B$553K
Managementcol C$120K
Fundraisingcol D$28K
Owns and owesPt X
$7.7M
net assets · Ln 32
Cash and savingsLn 1–2$525K
Total assetsLn 16$8.2M
LiabilitiesLn 26$475K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$348K
Noncash giftsLn 1g$32K
Investment incomeLn 3$396K
Other incomeLn 4–11$1K
Gains on assetsLn 7$124K
Total revenueLn 12$745K
Assets in detailPt X, end of year
CashLn 1$525K
Cash and savings togetherLn 1–2$525K
InvestmentsLn 11–13$7.4M
Other assetsLn 15$315K
Total assetsLn 16$8.2M
LiabilitiesLn 26$475K
Net assetsLn 32$7.7M
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$32K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$114K$525K
InvestmentsLn 11–13$7.2M$7.4M
Total assetsLn 16$7.5M$8.2M
LiabilitiesLn 26$121K$475K
Net assetsLn 32$7.4M$7.7M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$475K$475K
Accounting feesLn 11c$35K$4K$31K
Investment management feesLn 11f$59K$59K
Other fees for servicesLn 11g$117K$70K$23K$23K
Office expensesLn 13$1K$1K
Information technologyLn 14$620$620
TravelLn 17$806$806
Conferences, conventions and meetingsLn 19$20$20
Other expenses (24a–d)Ln 24$13K$4K$4K$5K
Total functional expensesLn 25$701K$553K$120K$28K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 17, 2025 $745K$701K$44K$7.7M 990 PDF
FY2023Filed with the IRS Nov 1, 2024 $442K$360K$81K$7.4M 990 PDF
FY2022Filed with the IRS Nov 14, 2023 $767K$231K$537K$6.6M 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $673K$133K$541K$7.6M 990 PDF
FY2020Filed with the IRS Nov 10, 2021 $560K$164K$396K$6.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $745,459 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $238,075$348,307
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $143,128$395,704
I-11 Other revenuePrior year $60,385$1,448
I-12 Total revenuePrior year $441,588$745,459
I-13 Grants and similar amounts paidPrior year $155,622$474,761
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 $204,526$226,454
I-18 Total expensesPrior year $360,148$701,215
I-19 Revenue less expensesPrior year $81,440$44,244
Part VI · Governance 14 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $745,459 across 8 lines filed
VIII-1d Related organizations$34,625
VIII-1f All other contributions, gifts and grants$313,682
VIII-1g Noncash contributions (included above)$31,866
VIII-1h Total contributions, gifts and grants$348,307
VIII-3 Investment incomeExcluded from tax $271,713$271,713
VIII-5 RoyaltiesExcluded from tax $1,448$1,448
VIII-7 Net gain or loss on sales of assetsExcluded from tax $123,991$123,991
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $397,152$745,459
Part IX · Statement of functional expenses $701,215 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $474,761$474,761
IX-11c Accounting feesPrograms $3,955 · Management $30,767$34,722
IX-11f Investment management feesManagement $59,406$59,406
IX-11g Other fees for servicesPrograms $70,175 · Management $23,392 · Fundraising $23,392$116,959
IX-13 Office expensesManagement $1,149$1,149
IX-14 Information technologyManagement $620$620
IX-17 TravelManagement $806$806
IX-19 Conferences, conventions and meetingsManagement $20$20
IX-24 Other expenses (24a–d)Programs $4,121 · Management $3,882 · Fundraising $4,769$12,772
IX-25 Total functional expensesPrograms $553,012 · Management $120,042 · Fundraising $28,161$701,215
Part X · Balance sheet $8,222,009 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $113,548$524,946
X-4 Accounts receivableStart of year $18,085$24,633
X-11 Publicly traded securitiesStart of year $7,187,542$7,357,610
X-15 Other assetsStart of year $189,965$314,820
X-16 Total assetsStart of year $7,509,140$8,222,009
X-25 Other liabilitiesStart of year $120,959$475,184
X-26 Total liabilitiesStart of year $120,959$475,184
X-27 Net assets without donor restrictionsStart of year $6,939,213$7,583,919
X-28 Net assets with donor restrictionsStart of year $448,968$162,906
X-32 Total net assets or fund balancesStart of year $7,388,181$7,746,825
X-33 Total liabilities and net assetsStart of year $7,509,140$8,222,009
Part XI · Reconciliation of net assets $7,746,825 net assets at year end
XI-1 Total revenue$745,459
XI-2 Total expenses$701,215
XI-3 Revenue less expenses$44,244
XI-4 Net assets at start of year$7,388,181
XI-5 Net unrealized gains (losses) on investments$331,137
XI-9 Other changes in net assets−$16,737
XI-10 Net assets at end of year$7,746,825

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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