2024-05-15T13:04:11-05:00 2023-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2023-01-01 474730275 THE STEPHEN C ROSE LEGACY FOUNDATION STEP 3369043487 PO BOX 9070 PROVIDENCE RI 02940 DAVID MCGHEE EXECUTIVE DIRECTOR 3369043487 2024-05-15 1 DAVID MCGHEE 999009999 1 GARY J DUBAS P00252339 7177617910 2024-05-15 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z THE STEVE FUND DAVID MCGHEE PO BOX 9070 PROVIDENCE RI 02940 8341276 0 X STEVEFUND.ORG X 2015 DC THE FOUNDATION IS A LEADING NATIONAL ORGANIZATION FOCUSED ON SUPPORTING THE MENTAL HEALTH AND EMOTIONAL WELL-BEING OF YOUNG PEOPLE OF COLOR. THE FOUNDATION WORKS WITH MENTAL HEALTH EXPERTS, FAMILIES, COLLEGES AND UNIVERSITIES, NONPROFIT ORGANIZATIONS, EMPLOYERS, SCHOOLS, AND RESEARCHERS, TO PROMOTE AND DELIVER PROGRAMS AND STRATEGIES THAT BUILD UNDERSTANDING AND ASSISTANCE FOR MENTAL AND EMOTIONAL HEALTH OF THE NATION'S YOUNG PEOPLE, PARTICULARLY THOSE FROM COMMUNITIES OF COLOR WHICH ARE HISTORICALLY UNDERSERVED. 10 5 14 15 0 0 9792794 7828063 541338 397142 4747 113212 530 2859 10339409 8341276 0 0 0 0 917425 1224120 119356 21600 126669 4218903 3772096 5255684 5017816 5083725 3323460 11714222 13792357 5085591 3728298 6628631 10064059 X THE FOUNDATION IS A LEADING NATIONAL ORGANIZATION FOCUSED ON SUPPORTING THE MENTAL HEALTH AND EMOTIONAL WELL-BEING OF YOUNG PEOPLE OF COLOR. THE FOUNDATION WORKS WITH MENTAL HEALTH EXPERTS, FAMILIES, COLLEGES AND UNIVERSITIES, NONPROFIT ORGANIZATIONS, EMPLOYERS, SCHOOLS, AND RESEARCHERS, TO PROMOTE AND DELIVER PROGRAMS AND STRATEGIES THAT BUILD UNDERSTANDING AND ASSISTANCE FOR MENTAL AND EMOTIONAL HEALTH OF THE NATION'S YOUNG PEOPLE, PARTICULARLY THOSE FROM COMMUNITIES OF COLOR WHICH ARE HISTORICALLY UNDERSERVED. 0 0 2990375 400001 PROGRAMS AND PARTNERSHIPS.THE FOUNDATION 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, PARTICULARLY THOSE FROM UNDERSERVED COMMUNITIES OF COLOR. THE FOUNDATION DELIVERS EXPERTISE IN PROGRAMS AND RESOURCES MAPPED TO THE STUDENT LIFECYCLE AND SUPPORT FOR PROFESSIONALS LIKE COLLEGE FACULTY, SCHOOL STAFF, AND NONPROFIT LEADERS. IN 2023, THE FOUNDATION'S PARTNER NETWORK CONSISTED OF NEARLY 200 INSTITUTIONS UTILIZING ITS PROGRAMS AND RESOURCES. EXPERT WORKSHOPS AND SEMINARS HAVE REACHED OVER 1,500 STUDENTS AND 700 PROFESSIONALS WHO WORK WITH STUDENTS. MORE THAN FOUR-FIFTHS OF WORKSHOP AND SEMINAR PARTICIPANTS ARE VERY LIKELY TO RECOMMEND THE SESSION TO OTHERS, AND TO INCORPORATE HEALTH AND WELLNESS PRACTICES INTO THEIR LIVES.THE FOUNDATION HOSTS MULTIPLE CONVENINGS, TOWN HALLS, AND COMMUNITY CONVERSATIONS THAT SUPPORT YOUNG PEOPLE AND THEIR FAMILIES TO ADDRESS THE NEEDS OF YOUNG PEOPLE OF COLOR. THESE EVENTS REACHED THOUSANDS OF INDIVIDUALS IN 2023 THROUGH THE FOUNDATION'S MARKETING AND SOCIAL MEDIA CHANNEL. ADDITIONALLY, IN 2023, THE FOUNDATION HOSTED A CONVENING FOR COLLEGE AND UNIVERSITY LEADERS.THE FOUNDATION'S KNOWLEDGE CENTER IS A RESOURCE FOR EXPERT INFORMATION ABOUT THE MENTAL HEALTH AND EMOTIONAL WELL-BEING. WITH A DIVERSE VARIETY OF RESOURCES INCLUDING BUT NOT LIMITED TO WHITE PAPERS, WEBINARS, AND VIDEOS OF EXPERT PRESENTATIONS AND INTERVIEWS, THE KNOWLEDGE CENTER SERVES USERS ACROSS THE COUNTRY WITH ACCESS TO THE FOUNDATION'S LIBRARY OF CONTENT.THE FOUNDATION'S YOUTH ADVISORY BOARD SUPPORTS THE FOUNDATION'S PROGRAMS, INITIATIVES, AND OUTREACH EFFORTS NATIONWIDE. YOUTH ADVISORY BOARD MEMBERS PROMOTE THE IMPORTANCE OF EDUCATION ABOUT MENTAL HEALTH AND EMOTIONAL WELL-BEING. 522739 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. 531807 EQUITY IN MENTAL HEALTH ON CAMPUS (EMHC)THE GOAL OF THE EMHC INITIATIVE IS TO GUIDE AND SUPPORT A COHORT OF SCHOOLS THROUGH A TRANSFORMATIVE PROCESS THAT WILL MAKE THE MENTAL HEALTH OF ALL STUDENTS, PARTICULARLY STUDENTS OF COLOR WHO ARE UNDERSERVED, 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 310,000 STUDENTS AT 28 COLLEGES AND UNIVERSITIES. IN ADDITION, TO SUPPORT INSTITUTIONS IN USING THE EMHF, THE FOUNDATION AND JED FOUNDATION CONTINUE TO SHARE ITS EMHF IMPLEMENTATION TOOLKIT WITH INTERESTED COLLEGES AND UNIVERSITIES. BY 2023, 47 INSTITUTIONS HAVE PARTICIPATED IN THE PROGRAM. EDUCATIONAL WORKSHOPS: THE STEVE FUND HELD WORKSHOPS DESIGNED TO EQUIP YOUNG PEOPLE AND FAMILY MEMBERS WITH THE KNOWLEDGE AND SKILLS TO MAINTAIN POSITIVE MENTAL HEALTH. WORKSHOPS WERE CO-LED BY MENTAL HEALTH PROFESSIONALS AND STUDENTS TO EXPLORE MENTAL HEALTH TOPICS AND ENCOURAGE UTILIZATION OF RESOURCES AND SUPPORT BY PARTICIPANTS. TARGET POPULATIONS WERE VULNERABLE COMMUNITIES, ESPECIALLY COMMUNITIES OF COLOR. IN ADDITION, THE STEVE FUND DELIVERED CULTURALLY COMPETENT MENTAL HEALTH SUPPORT GROUPS LED BY MULTICULTURAL PSYCHIATRISTS, PSYCHOLOGISTS, AND OTHER MENTAL HEALTH EXPERTS. 4044921 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 114 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT CT DE DC FL GA HI ID IL IN IA KS KY LA MA MD ME MI MN MO MS MT NC NE ND NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VT VA WA WI WV WY X ORGANIZATION 3369043487 PO BOX 9070 PROVIDENCE RI 02940 X DAVID MCGHEE EXECUTIVE DIRECTOR AS OF 8/1/2023 40.00 X 134389 0 0 EVAN M ROSE PRESIDENT 1.00 X X 0 0 0 STEPHANIE BELL-ROSE VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL OWENS TREASURER 1.00 X X 0 0 0 DR CHRISTOPHER ROSE SECRETARY 1.00 X X 0 0 0 VALERIE D BELL DIRECTOR 1.00 X 0 0 0 MELANIE BELL-MAYEDA DIRECTOR 1.00 X 0 0 0 BYRON CLIFT BRELAND DIRECTOR 1.00 X 0 0 0 DR DOZENE GUISHARD DIRECTOR 1.00 X 0 0 0 JACQUELINE LONNEY DIRECTOR 1.00 X 0 0 0 CARLOTA OCAMPO DIRECTOR 1.00 X 0 0 0 134389 0 0 1 0 0 0 SCIENTIFIC BRANDS 110 WEST 90TH STREET APARTMENT 2G NEW YORK NY 10024 SEE SCHEDULE O 207491 WATERLILLY CONSULTING 12 FOUNTAIN TERRACE SCARSDALE NY 10583 WORKFORCE PRGM, GRANT MGMT, STEWARDSHIP, 206800 SANDRA TIMMONS 170 PROSPECT AVENUE 17K HACKENSACK NJ 07601 STRATEGY,BOARD EDUC.&DEVELOP. 162000 DIEDRA DAIN 263 JEB DRIVE WINCHESTER VA 22602 PARTNERSHIP DESIGN&IMPLEMENTATION 118920 VA GLADIATOR LANA JOHNSON 9500 RAY WHITE RD 2 KELLER TX 76244 ADMINISTRATIVE 110927 5 7828063 7828063 PROGRAM REVENUES 900099 397142 397142 397142 113212 113212 OTHER 900099 2859 2859 2859 8341276 400001 0 113212 X 134389 108332 22664 3393 906288 855855 27081 23352 9076 4316 4687 73 83049 39492 42887 670 91318 43424 47157 737 161809 161809 98833 98833 21600 21600 2600048 2197134 326070 76844 44025 36941 7084 277988 264605 13383 67505 66722 783 1935 1935 OTHER CONTRACT SERVICE 176705 132473 44232 MISCELLANEOUS 142013 96540 45473 PARTNERSHIP DEVELOPMENT 118680 118680 SCHOLARSHIPS/STIPENDS 54531 54531 28024 23941 4083 5017816 4044921 846226 126669 3885363 5623318 2295070 2317127 486737 580000 17867 20134 9677 2497 9115 7180 5020070 5244598 11714222 13792357 493166 319303 4592425 3408995 5085591 3728298 X 6628631 10064059 6628631 10064059 11714222 13792357 3323460 111968 0 X X 0 1 X 1 0 X 1609212 1416353 4004405 9792794 7828063 24650827 14402 13400 236740 541338 397142 1203022 1623614 1429753 4241145 10334132 8225205 25853849 10676841 10676841 0 10676841 10676841 15177008 845 220 645 4747 113212 119669 845 220 645 4747 113212 119669 530 2859 3389 1624459 1429973 4241790 10339409 8341276 25976907 0.58430 0.70140 0.00460 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9677 2497 7180 7180 X 8453244 111968 111968 8341276 0 8341276 5017816 0 5017816 0 5017816 PART X, LINE 2: THE FOUNDATION ADHERES TO THE PROVISIONS OF ASC 740, INCOME TAXES (ASC 740). ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS TAKEN IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT ORGANIZATIONS EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. AN ORGANIZATION CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E., MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON THE TECHNICAL MERITS. FOR THE YEAR ENDED DECEMBER 31, 2023, THE FOUNDATION HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. X 1 WATERLILLY CONSULTING 12 FOUNTAIN TERRACE SCARSDALE NY 10583 FUNDRAISING 0 3039532 51700 2987832 ANUJA KHEMKA 12 FOUNTAIN TERRACE SCARSDALE NY 10583 FUNDRAISING 0 1085547 15125 1070422 LAUREN MILLETT BAILEY 2209 BONNYCASTLE AVE LOUISVILLE KY 40205 FUNDRAISING 0 1085547 11875 1073672 DIANE SCHWARTZ ASSOCIATES LLC 5029 5TH ST N ARLINGTON VA 22203 GRANT WRITING AND RELATED SERVICES 0 204167 16200 187967 EDIT REIZES 1109 GRAND CHAMPION DRIVE ROCKVILLE MD 20850 GRANT WRITING AND RELATED SERVICES 0 204167 16200 187967 5618960 111100 5507860 AL AR AZ AR CA CO CT CO DE DC FL GA HI ID IL IN IA KS KY LA MA MD ME MI MN MS MO MT NC NE ND NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI WV WY WATERLILLY CONSULTING 35% OWNED BY FORMER OFFICER 206800 FUNDRAISING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 2 FIVE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO EACH DIRECTOR TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND SUPPLY WRITTEN DISCLOSURE OF ANY CONFLICTS OF INTEREST AS WELL AS AN ATTESTATION OF ADHERENCE TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HIRED A SEARCH FIRM WHICH ADVISED THE BOARD ABOUT COMPENSATION LEVELS FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION WAS PROVIDED AS REQUESTS WERE RECEIVED. FORM 990, PART VII, SECTION B. INDEPENDENT CONTRACTORS SCIENTIFIC BRANDS-DESCRIPTION OF SERVICES. OVERALL BRAND, COMMUNICATION, SOCIAL MEDIA AND MARKETING STRATEGIES AND ONGOING ADVICE ABOUT THE FOREGOING. FORM 990, PART IX, LINE 11G CONTRACTUAL AGREEMENTS - CONSULTING: PROGRAM SERVICE EXPENSES 1,272,619. MANAGEMENT AND GENERAL EXPENSES 261,546. FUNDRAISING EXPENSES 61,837. TOTAL EXPENSES 1,596,002. CONTRACTUAL AGREEMENTS - COMMUNICATIONS: PROGRAM SERVICE EXPENSES 308,847. MANAGEMENT AND GENERAL EXPENSES 63,474. FUNDRAISING EXPENSES 15,007. TOTAL EXPENSES 387,328. CONTRACTUAL AGREEMENTS - MENTAL HEALTH EXPERTS: PROGRAM SERVICE EXPENSES 615,668. MANAGEMENT AND GENERAL EXPENSES 1,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 616,718. PART XII, LINE 2C THE STEVE FUND DEVELOPED A FINANCE COMMITTEE IN 2018 THAT ASSUMES RESPONSIBILITY FOR THE AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT AUDITOR.