Nonprofit · EIN 47-4730275
STEPHEN C ROSE LEGACY FOUNDATION
Tax-exempt · OLNEY, MD 20832
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,579,124 | $4,500,591 | $1,078,533 | $13,879,931 | $2,712,197 | $11,167,734 |
| December 31, 2023 | 990 | $8,341,276 | $5,017,816 | $3,323,460 | $13,792,357 | $3,728,298 | $10,064,059 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,747,830
- Program service revenue
- $359,550
- Investment income
- $471,744
- Net gain from sales of assets
- $122,011
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $343,646
- Other salaries and wages
- $664,186
- Salaries, compensation and benefits (total)
- $1,172,620
- Professional fundraising fees
- $0
- Legal fees
- $102,551
- Accounting fees
- $209,752
- Depreciation
- $1,936
- Program services (functional)
- $3,511,322
- Management and general (functional)
- $873,199
- Fundraising (functional)
- $116,070
Balance sheet and other
- Total assets, start of year
- $13,792,357
- Total assets, end of year
- $13,879,931
- Total liabilities, end of year
- $2,712,197
- Net assets, end of year
- $11,167,734
- Land, buildings and equipment
- $5,244
- Publicly traded securities
- $12,041,402
- Net assets without donor restrictions
- $9,853,379
- Net assets with donor restrictions
- $1,314,355
- Gross receipts
- $5,579,124
- Employees
- 13
- Volunteers
- 15
- Year formed
- 2015
- State of legal domicile
- DC
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MCGHEE | EXECUTIVE DIRECTOR THRU 8/9/24 Officer | 40 | $197,372 |
| JANET WORMACK | COO/CFO Officer | 40 | $146,273 |
| EVAN M ROSE | CO CHAIR Trustee or director, Officer | 1 | $0 |
| STEPHANIE BELL-ROSE | CO-CHAIR THRU 8/9/24 Trustee or director, Officer | 1 | $0 |
| STEPHANIE BELL-ROSE | PRESIDENT AS OF 8/9/24 Trustee or director, Officer | 40 | $0 |
| MICHAEL OWENS | TREASURER Trustee or director, Officer | 1 | $0 |
| DR CHRISTOPHER ROSE | SECRETARY Trustee or director, Officer | 1 | $0 |
| GORDON BELL | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE BELL-MAYEDA | DIRECTOR Trustee or director | 1 | $0 |
| VALERIE D BELL | DIRECTOR Trustee or director | 1 | $0 |
| BYRON CLIFT BRELAND | DIRECTOR Trustee or director | 1 | $0 |
| DR DOZENE GUISHARD | DIRECTOR Trustee or director | 1 | $0 |
| DR DAVID HENDERSON | DIRECTOR Trustee or director | 1 | $0 |
| DR JACQUELINE LONNEY | DIRECTOR Trustee or director | 1 | $0 |
| DR CARLOTA OCAMPO | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDRA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID MCGHEE | EXECUTIVE DIRECTOR AS OF 8/1/2023 Officer | 40 | $134,389 |
| EVAN M ROSE | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEPHANIE BELL-ROSE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHAEL OWENS | TREASURER Trustee or director, Officer | 1 | $0 |
| DR CHRISTOPHER ROSE | SECRETARY Trustee or director, Officer | 1 | $0 |
| VALERIE D BELL | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE BELL-MAYEDA | DIRECTOR Trustee or director | 1 | $0 |
| BYRON CLIFT BRELAND | DIRECTOR Trustee or director | 1 | $0 |
| DR DOZENE GUISHARD | DIRECTOR Trustee or director | 1 | $0 |
| JACQUELINE LONNEY | DIRECTOR Trustee or director | 1 | $0 |
| CARLOTA OCAMPO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3470 OLNEY-LAYTONSVILLE ROAD 313, OLNEY, MD 20832-1734
- Principal officer (990 for 2024)
- STEPHANIE BELL-ROSE, 3470 OLNEY-LAYTONSVILLE ROAD 313, OLNEY, MD 20832
- Signed the 990
- DR JANET WORMACK, CFO/COO
- Phone
- (571) 560-6614
- Website
- STEVEFUND.ORG
- Return prepared by
- MCKONLY & ASBURY LLP
Mission
THE FOUNDATION IS A LEADING NATIONAL ORGANIZATION FOCUSED ON SUPPORTING THE MENTAL HEALTH AND EMOTIONAL WELL-BEING OF YOUNG PEOPLE. THE STEVE FUND'S MISSION IS TO PROMOTE THE MENTAL HEALTH AND EMOTIONAL WELLBEING OF UNDERSERVED YOUNG PEOPLE AS THEY TRANSITION FROM ADOLESCENCE INTO HIGHER EDUCATION, THROUGHOUT THEIR HIGHER EDUCATION EXPERIENCE, AND AS THEY TRANSITION INTO THE WORKFORCE SO THEY CAN ATTAIN PERSONAL, ACADEMIC, AND CAREER SUCCESS AND ACHIEVE THEIR FULL POTENTIAL. THE STEVE FUND WORKS WITH COLLEGES AND UNIVERSITIES, NONPROFITS, 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 UNDERSERVED YOUNG PEOPLE.
Program accomplishments
- TRANSFORMING ENVIRONMENTS:THE STEVE FUND TRANSFORMS EDUCATIONAL, ORGANIZATIONAL, AND WORKPLACE ENVIRONMENTS SO THAT THEY ENHANCE THE MENTAL HEALTH AND EMOTIONAL WELLBEING OF ALL YOUNG PEOPLE.THROUGH THIS WORK, OVER 500K+ YOUNG PEOPLE AND MENTAL HEALTH AND EDUCATIONAL PROFESSIONALS WERE REACHED THROUGH PROGRAMS AND WORKSHOPS. FIFTY CAMPUSES HAVE BEEN ENGAGED IN OUR EXCELLENCE IN MENTAL HEALTH ON CAMPUS INITIATIVE. THE STEVE FUND SUPPORTS NONPROFIT LEADERSHIP AND STAFF WITH WORKSHOPS AND SEMINARS FACILITATED BY MENTAL HEALTH EXPERTS, AND IT FORMS STRATEGIC PARTNERSHIPS TO REACH NEW AUDIENCES AND INSTITUTIONS. DOZENS OF ORGANIZATIONS ARE ENGAGED ANNUALLY. FIFTEEN WORKPLACES HAVE PILOTED OUR SERVICES TO ADVANCE MENTAL HEALTH AMONG YOUNG EMPLOYEES THROUGH DEVELOPMENTALLY APPROPRIATE MENTAL HEALTH WORKSHOPS THROUGH DEVELOPMENTALLY APPROPRIATE MENTAL HEALTH WORKSHOPS, CONVENINGS, AND ONLINE PROGRAMMING. FOR HIGH SCHOOLS WE CONDUCT WORKSHOPS, SEMINARS, PEER SUPPORT GROUPS, WELLNESS CIRCLES AND PROVIDE ASYNCHRONOUS RESOURCES.Expenses $2,001,454
- PROVIDING RESOURCES AND SKILLBUILDING DIRECTLY TO YOUNG PEOPLE AND THEIR FAMILIES:THE STEVE FUND PROVIDES RESOURCES AND SKILL BUILDING DIRECTLY TO UNDERSERVED YOUNG PEOPLE AND THEIR FAMILIES TO IMPROVE THEIR MENTAL HEALTH AND EMOTIONAL WELLBEING SO THEY CAN ATTAIN PERSONAL, ACADEMIC, AND CAREER SUCCESS AND ACHIEVE THEIR FULL POTENTIAL.BECAUSE ADOLESCENT HELP-SEEKING OFTEN REQUIRES ADULT "GATEKEEPERS" TO FACILITATE ENTRY INTO CARE, THE WAYS IN WHICH PARENTS AND CARETAKERS PERCEIVE MENTAL ILLNESS IMPACTS THE HELP-SEEKING OF YOUNG PEOPLE STRUGGLING WITH THEIR MENTAL HEALTH. ACCORDINGLY, THE STEVE FUND INVESTS IN CREATION AND DIGITAL DISSEMINATION OF ENGAGING, IMPACTFUL, AND COMPETENT MENTAL HEALTH RESOURCES FOR YOUNG PEOPLE AND THEIR FAMILIES / CAREGIVERS.SUPPORTED BY OUR DIGITAL TRANSFORMATION, WE USE A SUSTAINABLE, QUALITY-CONTROLLED PROCESS AND CADENCE OF PRODUCTION ENSURING THAT TIMELY AND HIGHLY RELEVANT MATERIALS AND OTHER RESOURCES ADDRESSING THE MOST SALIENT MENTAL HEALTH RISKS FACING OUR POPULATION ARE AVAILABLE ON A REAL-TIME BASIS TO YOUNG PEOPLE AND FAMILIES.IN ADDITION, THE STEVE FUND OFFERS DIRECT PROGRAMMING TO YOUNG PEOPLE AND FAMILIES THROUGH ITS WORK WITH EDUCATION INSTITUTIONS; THIS ENABLES THE STEVE FUND TO KEEP ITS PULSE ON THE NEEDS OF YOUNG PEOPLE AND FAMILIES.Expenses $807,604 · revenue $359,550
- SHAPING THE FIELD:WE SHAPE THE FIELD TO DRIVE IMPROVEMENTS AND BROAD DELIVERY OF HIGH-QUALITY SUPPORTS FOR THE MENTAL HEALTH AND EMOTIONAL WELLBEING OF YOUNG PEOPLE, ESPECIALLY UNDERSERVED YOUNG PEOPLE.THOSE IN A POSITION TO HELP YOUNG PEOPLE (E.G., HIGHER ED, NONPROFIT, AND WORKPLACE LEADERS AND STAFF, MENTAL HEALTH PROVIDERS, FAMILIES, CAREGIVERS, POLICYMAKERS AND ADVOCATES, THE MEDIA) ARE INCREASINGLY IN NEED OF GREATER UNDERSTANDING OF THE CHALLENGES AND CLARITY ON SOLUTIONSTHE STEVE FUND LEVERAGES A REFINED SET OF APPROACHES TO LEAD THESE KEY STAKEHOLDERS TO TAKE ACTION: BY HOSTING ANNUAL CONFERENCES/CONVENINGS; CONDUCTING NATIONAL SURVEY ON THE STATE OF MENTAL HEALTH FOR YOUNG PEOPLE; CREATING HIGH-QUALITY DATA AND INSIGHTS TO GENERATE CREDIBLE, CONSISTENT THOUGHT LEADERSHIP; RAISING AWARENESS BY "GRABBING THE MIC; AND AMPLIFYING YOUTH VOICE. THESE ACTIVITIES INCREASE UNDERSTANDING OF THE RELEVANT ISSUES AND CLARITY ON THE SOLUTIONS, EQUIPPING STAKEHOLDERS TO TAKE ACTION, INVEST IN ADDRESSING THE CHALLENGES, AND KNOW WHAT TO INVEST IN TO SUPPORT YOUNG PEOPLE. OUR REACH AND IMPACT IN 2024: 2.1MILLION YOUNG PEOPLE REACHED THROUGH OUR WORK WITH FAMILIES, EDUCATIONAL INSTITUTIONS, WORKPLACES AND NONPROFITS. OVER 120 PLUS PARTNERSHIPS FORGED WITH HIGH SCHOOLS, HIGHER EDUCATION INSTITUTIONS AND WORKPLACES. WE REACHED A GOAL OF OVER 10,000 CONVERSATIONS HELD THROUGH "TEXTING STEVE" THROUGH THE CRISIS TEXT LINE. THE STEVE FUND HELD THREE NATIONAL CONFERENCES AND REACHED THE MILESTONE OF FIFTY CAMPUS PARTICIPANTS IN OUR CAMPUS MENTAL HEALTH ON CAMPUS INITIATIVE.Expenses $702,264
- 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. IN ADDITION, THE STEVE FUND DELIVERED MENTAL HEALTH SUPPORT GROUPS LED BY PSYCHIATRISTS, PSYCHOLOGISTS, AND OTHER MENTAL HEALTH EXPERTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-4730275
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $13,879,931
- Income (IRS master file)
- $5,579,124
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,579,124 | $4,500,591 | $13,879,931 | XML |
| 990 | December 2023 | $8,341,276 | $5,017,816 | $13,792,357 | XML |
| 990 | December 2022 | $10,339,409 | $5,255,684 | $11,714,222 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 47-4730275).
Questions about STEPHEN C ROSE LEGACY FOUNDATION
- What is the EIN of STEPHEN C ROSE LEGACY FOUNDATION?
- The employer identification number (EIN) of STEPHEN C ROSE LEGACY FOUNDATION is 47-4730275.
- Is STEPHEN C ROSE LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to STEPHEN C ROSE LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STEPHEN C ROSE LEGACY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STEPHEN C ROSE LEGACY 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 STEPHEN C ROSE LEGACY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of STEPHEN C ROSE LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 names STEPHANIE BELL-ROSE.
- Who are the officers and directors of STEPHEN C ROSE LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 2 received compensation from the organization, the highest $197,372 (DAVID MCGHEE, EXECUTIVE DIRECTOR THRU 8/9/24).
- How much revenue does STEPHEN C ROSE LEGACY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,579,124, expenses of $4,500,591 and total assets of $13,879,931 at year end.
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