The Blue Rose Foundation, Inc

Our Future Leaders Are Starting Their Education Now. Let's Help Them Reach Their Full Potential.

aka Blue Rose Foundation | Glen Ellen, CA | https://www.bluerosefoundation.com/

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GuideStar Charity Check

EIN: 47-2603416

Contributions tax deductible
as of May 2023

IRS BMF 509(a)(1)
as of May 08, 2023

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Charity Check report

Mission

The Blue Rose Foundation believes that equal access to resources starts children on an early pathway to success, and strengthens our families and communities. By awarding preschool scholarships to children from economically disadvantaged families, we foster a life-long love of learning and provide the children with the tools to reach their full potential.

Ruling year info

2015

Co-Executive Director

Mrs. Sarah S Poletto

Co-Executive Director

Ms. Hilarie Sander

Main address

Po Box 5

Glen Ellen, CA 95442 USA

Show more contact info

EIN

47-2603416

Subject area info

Education

Population served info

Children and youth

Social and economic status

NTEE code info

Fund Raising and/or Fund Distribution (B12)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Blog

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Preschool Scholarships

The scholarship fund provides scholarships for financially disadvantaged children to attend accredited preschools nationally.

Population(s) Served

Children

Infants and toddlers

Economically disadvantaged people

Where we work

External reviews

Financials

The Blue Rose Foundation, Inc

Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Financial data

Source: IRS Form 990

Digitizing IRS form 990 data

The Blue Rose Foundation, Inc

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

Fiscal year ending: Download Data

Revenue
Contributions	$43,080
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$43,080

Expenses
Grants	$0
Salaries & Employee Benefits	$0
Professional Fees	$8,250
Occupancy	$0
Printing, Publications, Postage, etc.	$0
Other Expenses	$950
Total Expenses	$9,200
Net Gain/Loss	$33,880

Revenue
Contributions	$67,002
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$67,002

Expenses
Grants	$44,300
Salaries & Employee Benefits	$0
Professional Fees	$0
Occupancy	$17,000
Printing, Publications, Postage, etc.	$0
Other Expenses	$1,824
Total Expenses	$63,124
Net Gain/Loss	$3,878

Revenue
Contributions	$66,453
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$66,453

Expenses
Grants	$10,000
Salaries & Employee Benefits	$0
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$436
Other Expenses	$26,409
Total Expenses	$36,845
Net Gain/Loss	$29,608

Revenue
Contributions	$57,957
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$57,957

Expenses
Grants	$104,450
Salaries & Employee Benefits	$0
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$25
Other Expenses	$2,047
Total Expenses	$106,522
Net Gain/Loss	($48,565)

Revenue
Contributions	$3,633
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$3,633

Expenses
Grants	$10,000
Salaries & Employee Benefits	$0
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$0
Other Expenses	$929
Total Expenses	$10,929
Net Gain/Loss	($7,296)

Revenue
Contributions	$79,713
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$79,713

Expenses
Grants	$60,000
Salaries & Employee Benefits	$0
Professional Fees	$2,480
Occupancy	$0
Printing, Publications, Postage, etc.	$0
Other Expenses	$961
Total Expenses	$63,441
Net Gain/Loss	$16,272

Revenue
Contributions	$157,173
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$157,173

Expenses
Grants	$150,945
Salaries & Employee Benefits	$0
Professional Fees	$2,505
Occupancy	$0
Printing, Publications, Postage, etc.	$0
Other Expenses	$2,257
Total Expenses	$155,707
Net Gain/Loss	$1,466

Revenue
Contributions	$82,410
Program Services	$0
Investments	$0
Special Events	$0
Sales	$0
Other	$0
Total Revenue	$82,410

Expenses
Grants	$50,000
Salaries & Employee Benefits	$0
Professional Fees	$0
Occupancy	$0
Printing, Publications, Postage, etc.	$0
Other Expenses	$2,938
Total Expenses	$52,938
Net Gain/Loss	$29,472

The Blue Rose Foundation, Inc

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Oct 06, 2014	Jun 30, 2015	Change
Contributions	$43,080
Cash & Equivalents	$0	$33,880	$33,880
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$0	$33,880	$33,880

Liabilities	Oct 06, 2014	Jun 30, 2015	Change
Total Liabilities	$0	$0	$0

Fund balance	Oct 06, 2014	Jun 30, 2015	Change
Net Assets	$0	$33,880	$33,880

Assets	Jul 01, 2015	Jun 30, 2016	Change
Contributions	$67,002
Cash & Equivalents	$33,880	$37,758	$3,878
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$33,880	$37,758	$3,878

Liabilities	Jul 01, 2015	Jun 30, 2016	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2015	Jun 30, 2016	Change
Net Assets	$33,880	$37,758	$3,878

Assets	Jul 01, 2016	Jun 30, 2017	Change
Contributions	$66,453
Cash & Equivalents	$37,758	$67,366	$29,608
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$37,758	$67,366	$29,608

Liabilities	Jul 01, 2016	Jun 30, 2017	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2016	Jun 30, 2017	Change
Net Assets	$37,758	$67,366	$29,608

Assets	Jul 01, 2017	Jun 30, 2018	Change
Contributions	$57,957
Cash & Equivalents	$67,366	$18,801	($48,565)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$67,366	$18,801	($48,565)

Liabilities	Jul 01, 2017	Jun 30, 2018	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2017	Jun 30, 2018	Change
Net Assets	$67,366	$18,801	($48,565)

Assets	Jul 01, 2018	Jun 30, 2019	Change
Contributions	$3,633
Cash & Equivalents	$18,801	$11,505	($7,296)
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$18,801	$11,505	($7,296)

Liabilities	Jul 01, 2018	Jun 30, 2019	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2018	Jun 30, 2019	Change
Net Assets	$18,801	$11,505	($7,296)

Assets	Jul 01, 2019	Jun 30, 2020	Change
Contributions	$79,713
Cash & Equivalents	$11,505	$27,777	$16,272
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$11,505	$27,777	$16,272

Liabilities	Jul 01, 2019	Jun 30, 2020	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2019	Jun 30, 2020	Change
Net Assets	$11,505	$27,777	$16,272

Assets	Jul 01, 2020	Jun 30, 2021	Change
Contributions	$157,173
Cash & Equivalents	$27,777	$29,243	$1,466
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$27,777	$29,243	$1,466

Liabilities	Jul 01, 2020	Jun 30, 2021	Change
Total Liabilities	$0	$0	$0

Fund balance	Jul 01, 2020	Jun 30, 2021	Change
Net Assets	$27,777	$29,243	$1,466

Assets	Jul 01, 2021	Jun 30, 2022	Change
Contributions	$82,410
Cash & Equivalents	$29,243	$59,105	$29,862
Fixed Assets (LBE - Depreciation)	$0	$0	$0
Other	$0	$0	$0
Total Assets	$29,243	$59,105	$29,862

Liabilities	Jul 01, 2021	Jun 30, 2022	Change
Total Liabilities	$0	$390	$390

Fund balance	Jul 01, 2021	Jun 30, 2022	Change
Net Assets	$29,243	$58,715	$29,472

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

Co-Executive Director

Mrs. Sarah S Poletto

Sarah and her husband Joe created The Blue Rose Foundation in late 2014 to honor the memories of our friends, teachers, and mentors. To pay tribute to those who inspired us, The Blue Rose Foundation supports programs that foster a life-long love of learning and provide children in need with the tools for future success. We believe in fostering a culture of giving that interacts with and strengthens our communities. Together, in the spirit of remembrance and gratitude, we offer renewed promise for generations to come.

Sarah graduated from the University of Washington with a Bachelors degree in Political Science. After several jobs with a variety of for profit companies, Sarah found her calling working with her father and others to start a non profit organization in Uganda, Africa to help combat the devastation spread by HIV/AIDS.
With a new found passion for the world of non profit, Sarah went back to school and earned a Master Degree in Non-Profit Administration from the University of San Francisco.

After taking several years away from the working world to raise 2 children, Sarah and Joe founded the Blue Rose Foundation after a close friend died unexpectedly from cancer.

Co-Executive Director

Hilarie Sander

The Blue Rose Foundation, Inc

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

The Blue Rose Foundation, Inc

Board of directors
as of 01/31/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Mrs. Sarah Poletto

The Blue Rose Foundation

Term: 2021 - 2025

Edward R Hearn

Law Offices of Edward R. Hearn

Jennifer R Middleton

SFUSD

Lisa B Young

Kaplan Bar Review

Kenneth D Collins

Superintendent, Lake Stevens School District

Debra R Novograd

BevZero

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? No
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? No
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 1/20/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

The organization's co-leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female, Not transgender (cisgender)

Sexual orientation

Heterosexual or straight

Disability status

Person without a disability

Race & ethnicity

No data

The Blue Rose Foundation, Inc

Our Future Leaders Are Starting Their Education Now. Let's Help Them Reach Their Full Potential.

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

Preschool Scholarships

Where we work

Our Sustainable Development Goals

Financials

Revenue vs. expenses: breakdown

Financial data

Digitizing IRS form 990 data

The Blue Rose Foundation, Inc

The Blue Rose Foundation, Inc

Operations

Documents

Co-Executive Director

Mrs. Sarah S Poletto

Co-Executive Director

Hilarie Sander

The Blue Rose Foundation, Inc

Compensation data

The Blue Rose Foundation, Inc

Board of directors data

Mrs. Sarah Poletto

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability