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Nonprofiteer
← STEPHEN C ROSE LEGACY FOUNDATION

Form 990 for tax year 2022

Filed by STEPHEN C ROSE LEGACY FOUNDATION.

Totals

Total revenue
$10,339,409
Total expenses
$5,255,684
Contributions and grants received
$9,792,794
Grants paid
$0
Program service revenue
$541,338
Investment income
$4,747
Other revenue
$530
Total assets, end of year
$11,714,222
Total liabilities, end of year
$5,085,591
Net assets or fund balances, end of year
$6,628,631
Program services expenses (Part IX)
$4,481,799
Management and general expenses
$562,201
Fundraising expenses
$211,684
Program service expenses (Part III)
$4,481,799

Program services were 85.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $9,792,794

  • 2a · Program service revenue: PROGRAM REVENUES

    total $541,338 · related or exempt $541,338

  • 3 · Investment income

    total $4,747 · excluded $4,747

  • 11a · Other revenue: OTHER

    total $530 · related or exempt $530

  • 11e · Other revenue, total

    $530

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $214,986 · program services $183,330 · management and general $22,997 · fundraising $8,659

  • 7 · Other salaries and wages

    total $560,096 · program services $389,932 · management and general $96,798 · fundraising $73,366

  • 8 · Pension plan contributions

    total $6,842 · program services $2,152 · management and general $4,330 · fundraising $360

  • 9 · Other employee benefits

    total $68,250 · program services $21,467 · management and general $43,197 · fundraising $3,586

  • 10 · Payroll taxes

    total $67,251 · program services $21,153 · management and general $42,565 · fundraising $3,533

  • 11b · Fees: legal

    total $35,818 · program services $11,016 · management and general $24,802

  • 11c · Fees: accounting

    total $183,660 · program services $56,484 · management and general $127,176

  • 11e · Fees: professional fundraising services

    total $119,356 · fundraising $119,356

  • 11g · Fees: other

    total $3,084,551 · program services $3,031,492 · management and general $51,009 · fundraising $2,050

  • 13 · Office expenses

    total $41,423 · program services $19,758 · management and general $21,665

  • 14 · Information technology

    total $159,844 · program services $159,831 · management and general $13

  • 17 · Travel

    total $59,773 · program services $21,265 · management and general $38,508

  • 22 · Depreciation, depletion and amortization

    total $562 · program services $562

  • 24a · Other expenses: OTHER CONTRACT SERVICE

    total $191,809 · program services $166,483 · management and general $25,326

  • 24b · Other expenses: SCHOLARSHIPS/STIPENDS

    total $183,093 · program services $183,093

  • 24c · Other expenses: PARTNERSHIP DEVELOPMENT

    total $143,720 · program services $143,720

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $63,486 · program services $20,553 · management and general $42,933

  • 24e · All other expenses

    total $71,164 · program services $49,508 · management and general $20,882 · fundraising $774

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,412,498 · end of year $3,885,363

  • 2 · Savings and temporary cash investments

    beginning of year $500,507 · end of year $2,295,070

  • 3 · Pledges and grants receivable

    beginning of year $241,500 · end of year $486,737

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,193 · end of year $17,867

  • 10a · Land, buildings and equipment: cost or other basis

    $9,677

  • 10b · Land, buildings and equipment: accumulated depreciation

    $562

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $9,115

  • 11 · Investments: publicly traded securities

    end of year $5,020,070

  • 17 · Accounts payable and accrued expenses

    beginning of year $187,807 · end of year $493,166

  • 19 · Deferred revenue

    beginning of year $4,440,930 · end of year $4,592,425

  • 27 · Net assets without donor restrictions

    beginning of year $1,528,961 · end of year $6,628,631

Mission and programs · 2022

Mission

THE STEVE FUND IS THE NATION'S LEADING ORGANIZATION FOCUSED ON SUPPORTING THE MENTAL HEALTH AND EMOTIONAL WELL-BEING OF YOUNG PEOPLE OF COLOR. THE STEVE FUND WORKS WITH COLLEGES AND UNIVERSITIES, NON-PROFITS, RESEARCHERS, MENTAL HEALTH EXPERTS, FAMILIES, AND YOUNG PEOPLE TO PROMOTE PROGRAMS AND STRATEGIES THAT BUILD UNDERSTANDING AND ASSISTANCE FOR THE MENTAL AND EMOTIONAL HEALTH OF THE NATION'S YOUNG PEOPLE OF COLOR. THE FUND HOLDS AN ANNUAL CONFERENCE SERIES, YOUNG, GIFTED & @RISK, AND OFFERS A KNOWLEDGE CENTER WITH CURATED EXPERT INFORMATION. WITH MULTICULTURAL MENTAL HEALTH EXPERTS, IT DELIVERS ON-CAMPUS AND ON-SITE PROGRAMS AND SERVICES FOR COLLEGES AND NON-PROFITS, AND THROUGH TECH PARTNERSHIPS IT PROVIDES DIRECT SERVICES TO YOUNG PEOPLE OF COLOR.

  • PROGRAMS AND PARTNERSHIPSTHE STEVE FUND IS THE NATION'S ESSENTIAL STRATEGIC AND IMPLEMENTATION PARTNER FOR COLLEGES AND UNIVERSITIES, COMPANIES, INSTITUTIONS, AND ORGANIZATIONS SEEKING TO BUILD KNOWLEDGE, CULTURAL UNDERSTANDING AND TOOLS TO EQUITABLY SUPPORT THE MENTAL HEALTH AND EMOTIONAL WELL-BEING OF STUDENTS AND YOUNG PROFESSIONALS OF COLOR. THE STEVE FUND GREW ITS PARTNER NETWORK TO 225 INSTITUTIONS UTILIZING ITS PROGRAMS AND SERVICES.THROUGH OUR WORKSHOPS AND SEMINARS WE REACHED OVER 1000 HIGH SCHOOL STUDENTS, OVER 2000 COLLEGE AND GRADUATE STUDENTS AND 1200 PROFESSIONALS WHO WORK WITH STUDENTS OF COLOR.

    Expenses $2,832,881 · Revenue $541,868

  • DIGITAL TRANSFORMATION DIGITAL TRANSFORMATION IS AN AREA OF ACTIVITY THAT FOCUSES ON BUILDING THE FOUNDATION'S TECHNOLOGY CAPABILITIES, INFRASTRUCTURE, AND PLATFORMS. IT INCLUDES PARTNERSHIPS WITH TECH INNOVATIONS, SUCH AS A CRISIS TEXT LINE.

    Expenses $1,083,992

  • EQUITY IN MENTAL HEALTH ON CAMPUSGOAL OF THE EQUITY IN MENTAL HEALTH ON CAMPUS INITIATIVE IS TO GUIDE AND SUPPORT A COHORT OF SCHOOLS THROUGH A TRANSFORMATIVE PROCESS THAT WILL MAKE THE MENTAL HEALTH OF STUDENTS OF COLOR A PRIORITY FOR THEIR CAMPUS COMMUNITY. THE EMHC INITIATIVE USES THE EQUITY IN MENTAL HEALTH FRAMEWORK (EMHF), A FIRST-OF-ITS-KIND SET OF 10 ACTIONABLE RECOMMENDATIONS FOR COLLEGES AND UNIVERSITIES TO SUPPORT THE MENTAL, EMOTIONAL, AND SOCIAL HEALTH AND WELL-BEING OF STUDENTS OF COLOR. THE EMHC HAS REACHED MORE THAN 173,000STUDENTS AT 27 COLLEGES AND UNIVERSITIES.. IN ADDITION, TO SUPPORT INSTITUTIONS IN USING THE EMHF, THE STEVE FUND AND JED FOUNDATION CONTINUE TO SHARE ITS EMHF IMPLEMENTATION TOOLKIT WITH INTERESTED COLLEGES AND UNIVERSITIES. THE STEVE FUND LAUNCHED A COHORT WITH 11 NEW CAMPUSES TO IMPLEMENT THE EMHF.

    Expenses $564,926

  • EDUCATIONAL WORKSHOPS, THE STEVE FUND HELD WORKSHOPS DESIGNED TO EQUIP YOUNG PEOPLE OF COLOR WITH THE KNOWLEDGE AND SKILLS TO MAINTAIN POSITIVE MENTAL HEALTH. WORKSHOPS WERE CO-LED BY STUDENTS OF COLOR AND MENTAL HEALTH PROFESSIONALS TO DISCUSS MENTAL HEALTH AND ENCOURAGE UTILIZATION OF RESOURCES AND SUPPORT. IN ADDITION, THE STEVE FUND HAD CULTURALLY COMPETENT MENTAL HEALTH SUPPORT GROUPS LED BY MULTICULTURAL PSYCHIATRISTS, PSYCHOLOGISTS, AND OTHER MENTAL HEALTH EXPERTS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tia Dole

    EXECUTIVE DIRECTOR

    Total calculated
    $214,986
    From this org
    $214,986
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,986
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $214,986

  • Evan M Rose

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Bell-Rose

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ken Jones

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Dr Christopher Rose

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Valerie D Bell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melanie Bell-Mayeda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Byron Clift Breland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Dozene Guishard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jacqueline Lonney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carlota Ocampo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anuja Khemka

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $135,300
    From this org
    $135,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $135,300
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $135,300

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202332999349300508

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