2023-10-26T07:13:05-05:00 2022-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2022-01-01 474730275 THE STEPHEN C ROSE LEGACY FOUNDATION STEP 3369043487 PO BOX 9070 PROVIDENCE RI 02940 EVAN M ROSE PRESIDENT 3369043487 2023-10-25 1 EVAN ROSE 999009999 0 GARY J DUBAS P00252339 7177617910 2023-10-25 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE STEVE FUND EVAN M ROSE 138 GOVERNOR STREET PROVIDENCE RI 02906 10339409 0 X STEVEFUND.ORG X 2015 DC 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. 10 5 13 15 0 0 4004405 9792794 236740 541338 561 4747 88 530 4241794 10339409 0 0 0 0 406766 917425 0 119356 211684 2465524 4218903 2872290 5255684 1369504 5083725 6157698 11714222 4628737 5085591 1528961 6628631 X 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. 0 0 2832881 541868 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. 1083992 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. 564926 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. 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. 4481799 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 130 0 1 13 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 CA CO FL GA IL KS LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X ORGANIZATION 3369043487 PO BOX 9070 PROVIDENCE RI 02940 X TIA DOLE EXECUTIVE DIRECTOR 40.00 X 214986 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 KEN JONES 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 ANUJA KHEMKA FORMER EXECUTIVE DIRECTOR 20.00 X 135300 0 0 350286 0 0 2 1 1 0 SCIENTIFIC BRANDS 110 WEST 90TH STREET APARTMENT 2G NEW YORK NY 10024 SEE SCHEDULE O 447661 JEANNE CONTARDO 2715 BRADBURY COURT DAVIDSONVILLE MD 21035 PROG.DESIGN&IMPLEMENTATION 150325 SANDRA TIMMONS 170 PROSPECT AVENUE 17K HACKENSACK NJ 07601 STRATEGY,BOARD EDUC.&DEVELOP. 141000 DIEDRA DAIN 263 JEB DRIVE WINCHESTER VA 22602 PARTNERSHIP DESIGN&IMPLEMENTATION 138871 ANUJA KHEMKA 12 FOUNTAIN TERRACE SCARSDALE NY 10583 WORKFORCE TRANSITION INIT. PRGM. 135300 5 9792794 9792794 PROGRAM REVENUES 900099 541338 541338 541338 4747 4747 OTHER 900099 530 530 530 10339409 541868 0 4747 X 214986 183330 22997 8659 560096 389932 96798 73366 6842 2152 4330 360 68250 21467 43197 3586 67251 21153 42565 3533 35818 11016 24802 183660 56484 127176 119356 119356 3084551 3031492 51009 2050 41423 19758 21665 159844 159831 13 59773 21265 38508 562 562 OTHER CONTRACT SERVICE 191809 166483 25326 SCHOLARSHIPS/STIPENDS 183093 183093 PARTNERSHIP DEVELOPMENT 143720 143720 DUES & SUBSCRIPTIONS 63486 20553 42933 71164 49508 20882 774 5255684 4481799 562201 211684 5412498 3885363 500507 2295070 241500 486737 3193 17867 9677 562 0 9115 5020070 6157698 11714222 187807 493166 4440930 4592425 4628737 5085591 X 1528961 6628631 1528961 6628631 6157698 11714222 5083725 15945 0 X X 0 1 X 1 0 X 1134426 1609212 1416353 4004405 9792794 17957190 17871 14402 13400 236740 541338 823751 1152297 1623614 1429753 4241145 10334132 18780941 822953 392500 646653 2199823 1539736 5601665 0 822953 392500 646653 2199823 1539736 5601665 13179276 1192 845 220 645 4747 7649 1192 845 220 645 4747 7649 530 530 1153489 1624459 1429973 4241790 10339409 18789120 0.70140 0.48040 0.00040 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9677 562 9115 9115 X 10355354 15945 15945 10339409 0 10339409 5255684 0 5255684 0 5255684 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, 2022, 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 DIANE SCHWARTZ ASSOCIATES LLC 5029 5TH ST N ARLINGTON VA 22203 GRANT WRITING AND RELATED SERVICES 0 1225000 61997 1630093 EDIT REIZES 1109 GRAND CHAMPION DRIVE ROCKVILLE MD 20850 GRANT WRITING AND RELATED SERVICES 0 1225000 61997 1630093 2450000 123994 3260186 AL AZ AR CA CO FL GA IL KS LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE TWO FUNDRAISERS THAT WERE CONTRACTED PROVIDED SERVICES THAT RESULTED IN A TOTAL OF $2,450,000 IN NEW GRANT FUNDING. FOR REPORTING, THE GROSS RECEIPTS WERE SPLIT EQUALLY. X 0 0 0 0 0 0 0 0 0 TIA DOLE EXECUTIVE DIRECTOR 214986 0 0 0 0 0 0 0 0 0 214986 0 0 0 ANUJA KHEMKA FORMER EXECUTIVE DIRECTOR 135300 0 0 0 0 0 0 0 0 0 135300 0 0 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 1,529,837. MANAGEMENT AND GENERAL EXPENSES 34,223. FUNDRAISING EXPENSES 1,375. TOTAL EXPENSES 1,565,435. CONTRACTUAL AGREEMENTS - COMMUNICATIONS: PROGRAM SERVICE EXPENSES 750,361. MANAGEMENT AND GENERAL EXPENSES 16,786. FUNDRAISING EXPENSES 675. TOTAL EXPENSES 767,822. CONTRACTUAL AGREEMENTS - MENTAL HEALTH EXPERTS: PROGRAM SERVICE EXPENSES 751,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 751,294. 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.