Community Improvement (S20) IRS Verified DX Registered 990 on File

THE ROSEWOOD INITIATIVE

EIN: 27-3823320 · PORTLAND, OR 97233-2147 · United States · FY 2024 Data

3 out of 5 53 / 100 Based on 2+ years of filings

Financial strength (30%) 77/100

Reliability (20%) 50/100

Effectiveness (25%) 81/100

Impact (25%) No data yet

Financial data: FY 2024 · Scored 9/13/2026

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Mission Statement

We connect and empower Rosewood neighbors to build a safe, prosperous, vibrant and inclusive community. We are building a safe, healthy, respectful, vibrant and inclusive community that brings prosperity to everyone in Rosewood. We are empowering community members to drive meaningful, and positive change in partnership with agencies across Portland, Gresham and Multnomah County jurisdictions. Residents and businesses connect with one another to align resources and achieve shared goals. We are utilizing strengths in the community to build a positive image and future for the common good of Rosewood.

Financial Overview — FY 2024

$2.6M

Total Revenue

$1.4M

Total Expenses

$4.9M

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 85.6%

Fundraising Efficiency N/A

Operating Reserve 42.09x

Liability-to-Asset 19.4%

Revenue Diversification 98.4%

Executive Compensation $110K

Compared with Peers

FY 2024

Compared with 1,625 similar organizations (United States, Community Improvement, $1M–$10M in expenses), FY 2024.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	85.6%	85.2%	P10P90	Above median
Admin expense ratio Management and general / total expenses · lower is better	5.5%	11.8%	P10P90	Top quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	8.9%	0.1%	P10P90	Bottom quarter
Operating reserve Months of expenses covered by net assets · higher is better	42.1 mo	9.7 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	19.4%	21.0%	P10P90	Above median
Revenue concentration Share of revenue from the largest source · lower is better	98.4%	90.7%	P10P90	Bottom quarter
Revenue growth Year over year revenue growth	-23.0%	8.8%	P10P90
Expense growth Year over year expense growth	17.8%	10.1%	P10P90
Surplus margin Surplus as a share of revenue	46.8%	1.6%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2024	$2.6M	$1.4M	$4.9M	85.6%	14
2023	$3.4M	$1.2M	$5.1M	87.8%	12
2022	$2.5M	$1.3M	$2.9M	86.9%	11
2021	$1.8M	$1.0M	N/A	—	13

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Organization Details

EIN: 27-3823320
State: OR
City: PORTLAND
ZIP: 97233-2147
Classification: S20
Category: Community Improvement
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 2010
Foundation Code: 15
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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