Nonprofit · EIN 47-3040686
ARLENE AND MICHAEL ROSEN FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,941,815 | $3,916,699 | -$1,974,884 | $17,555,904 | $1,212,631 | $16,343,273 |
| December 31, 2023 | 990-PF | $624,896 | $5,005,955 | -$4,381,059 | $18,946,062 | $1,209,886 | $17,736,176 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $203,234
- Dividends
- $527,805
- Net gain from sales of assets
- $1,208,568
- Other income
- $2,208
Expenses
- Grants and similar amounts paid
- $1,381,000
- Compensation of officers, directors and key employees
- $697,331
- Salaries, compensation and benefits (total)
- $718,734
- Disbursements for charitable purposes
- $3,711,880
- Excise tax on investment income
- $22,797
Balance sheet and other
- Total assets, start of year
- $18,946,062
- Total assets, end of year
- $17,555,904
- Total liabilities, end of year
- $1,212,631
- Net assets, end of year
- $16,343,273
- Fair market value of assets
- $17,555,904
- Qualifying distributions
- $3,711,880
- Net investment income
- $1,736,373
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIELLE CROWELL PO BOX 3373, SANTA BARBARA, CA 93130 | CO-EXECUTIVE DIRECTOR | 40 | $332,125 | $16,606 |
| JASON SATTERFIELD PO BOX 3373, SANTA BARBARA, CA 93130 | CO-EXECUTIVE DIRECTOR | 40 | $332,000 | $16,600 |
| LAURA HAMBURG PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $192,773 | $9,639 |
| LUCKY MICHAEL PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $188,121 | $9,406 |
| JASMINE BRIZUELA PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $170,823 | $8,541 |
| WHIT GUERRERO SCHWENNING PO BOX 3373, SANTA BARBARA, CA 93130 | PROGRAM OFFICER Highest-paid employee | 40 | $167,016 | $8,351 |
| TOBI TRAVIS PO BOX 3373, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 | $0 |
| SEAN HALEEN PO BOX 3373, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 | $0 |
| LESLIE SHAPIRO PO BOX 3373, SANTA BARBARA, CA 93130 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JASON SATTERFIELD 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | CO-EXECUTIVE DIRECTOR | 40 | $326,250 | $16,313 |
| DANIELLE CROWELL 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | CO-EXECUTIVE DIRECTOR | 40 | $321,223 | $16,048 |
| LAURA HAMBURG 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | PROGRAM OFFICER Highest-paid employee | 40 | $172,426 | $8,614 |
| LUCKY MICHAEL 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | PROGRAM OFFICER Highest-paid employee | 40 | $168,818 | $8,441 |
| JASMINE BRIZUELA 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | PROGRAM OFFICER Highest-paid employee | 40 | $137,599 | $6,796 |
| WHIT GUERRERO SCHWENNING 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | PROGRAM OFFICER Highest-paid employee | 40 | $113,933 | $5,316 |
| AMY LOUTTIT 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | PROGRAM OFFICER Highest-paid employee | 40 | $57,724 | $2,700 |
| TOBI TRAVIS 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $0 | $0 |
| SEAN HALEEN 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $0 | $0 |
| LESLIE SHAPIRO 7 W FIGUEROA STREET 3RD FLOOR, SANTA BARBARA, CA 93101 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3373, SANTA BARBARA, CA 93130-3373
- In care of
- % ARLENE ROSEN
- Signed the 990-PF
- JASON SATTERFIELD, EXECUTIVE DIRECTOR
- Phone
- (866) 888-5157
- Website
- AMRF.ORG
- Return prepared by
- GREEN HASSON & JANKS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 47-3040686 or by the name ARLENE AND MICHAEL ROSEN FOUNDATION.
- 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-3040686
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $17,555,904
- Income (IRS master file)
- $8,641,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,941,815 | $3,916,699 | $17,555,904 | XML |
| 990-PF | December 2023 | $624,896 | $5,005,955 | $18,946,062 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
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 47-3040686).
Questions about ARLENE AND MICHAEL ROSEN FOUNDATION
- What is the EIN of ARLENE AND MICHAEL ROSEN FOUNDATION?
- The employer identification number (EIN) of ARLENE AND MICHAEL ROSEN FOUNDATION is 47-3040686.
- Is ARLENE AND MICHAEL ROSEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ARLENE AND MICHAEL ROSEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARLENE AND MICHAEL ROSEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARLENE AND MICHAEL ROSEN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARLENE AND MICHAEL ROSEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ARLENE AND MICHAEL ROSEN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 6 received compensation from the organization, the highest $332,125 (DANIELLE CROWELL, CO-EXECUTIVE DIRECTOR).
- How much revenue does ARLENE AND MICHAEL ROSEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,941,815, expenses of $3,916,699 and total assets of $17,555,904 at year end.
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