Civic Intelligence

Rose Hill Foundation

990 • Fiscal year 2023 • EIN 20-0081638

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 05, 2024

Organization ProfileWWW.ROSEHILLCENTER.ORG/ROSE-HILL-FOUNDATION
151 South Old Woodward Avenue 200Birmingham, MI 48009-6103

(248) 634-5530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.06x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$20,741,696

Up $2,095,619 (+11%) from 2022

Net Assets

Up

$20,636,166

Up $2,011,299 (+11%) from 2022

Liabilities

Up

$105,530

Up $84,320 (+398%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$1,673,996

Up $721,595 (+76%) from 2022

Expenses

Up

$1,224,057

Up $431,681 (+54%) from 2022

Net Income

Up

$449,939

Up $289,914 (+181%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $6,197,068Liabilities 2010: $0Net Assets 2010: $6,197,0682010Assets 2011: $5,994,391Liabilities 2011: $1,200Net Assets 2011: $5,993,1912011Assets 2012: $6,998,330Liabilities 2012: $54,542Net Assets 2012: $6,943,7882012Assets 2013: $8,111,542Liabilities 2013: $24,921Net Assets 2013: $8,086,6212013Assets 2014: $7,329,183Liabilities 2014: $22,003Net Assets 2014: $7,307,1802014Assets 2015: $7,761,143Liabilities 2015: $21,586Net Assets 2015: $7,739,5572015Assets 2016: $9,208,425Liabilities 2016: $9,713Net Assets 2016: $9,198,7122016Assets 2017: $11,865,716Liabilities 2017: $5,100Net Assets 2017: $11,860,6162017Assets 2018: $11,755,627Liabilities 2018: $7,616Net Assets 2018: $11,748,0112018Assets 2019: $15,045,659Liabilities 2019: $3,050Net Assets 2019: $15,042,6092019Assets 2020: $16,645,987Liabilities 2020: $0Net Assets 2020: $16,645,9872020Assets 2021: $20,345,496Liabilities 2021: $0Net Assets 2021: $20,345,4962021Assets 2022: $18,646,077Liabilities 2022: $21,210Net Assets 2022: $18,624,8672022Assets 2023: $20,741,696Liabilities 2023: $105,530Net Assets 2023: $20,636,1662023Assets 2024: $22,692,852Liabilities 2024: $25,689Net Assets 2024: $22,667,1632024

Highlighted filing

2023

Assets$20,741,696
Liabilities$105,530
Net Assets$20,636,166
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $426,4802010Revenue 2011: $651,674Expenses 2011: $411,831Net Income 2011: $239,8432011Expenses 2012: $308,3712012Revenue 2013: $971,053Expenses 2013: $413,336Net Income 2013: $557,7172013Revenue 2014: $1,189,734Expenses 2014: $1,401,027Net Income 2014: -$211,2932014Revenue 2015: $1,424,000Expenses 2015: $543,669Net Income 2015: $880,3312015Revenue 2016: $1,518,969Expenses 2016: $565,542Net Income 2016: $953,4272016Revenue 2017: $1,620,253Expenses 2017: $395,313Net Income 2017: $1,224,9402017Revenue 2018: $1,777,083Expenses 2018: $523,505Net Income 2018: $1,253,5782018Revenue 2019: $2,126,475Expenses 2019: $491,525Net Income 2019: $1,634,9502019Revenue 2020: $1,533,369Expenses 2020: $478,359Net Income 2020: $1,055,0102020Revenue 2021: $2,563,418Expenses 2021: $324,166Net Income 2021: $2,239,2522021Revenue 2022: $952,401Expenses 2022: $792,376Net Income 2022: $160,0252022Revenue 2023: $1,673,996Expenses 2023: $1,224,057Net Income 2023: $449,9392023Revenue 2024: $78,046Expenses 2024: $868,749Net Income 2024: -$790,7032024

Highlighted filing

2023

Revenue$1,673,996
Expenses$1,224,057
Net Income$449,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 5, 2024
Return Version
2023v5.1
Gross Receipts
$2,933,288
Mission and Program Overview

Mission

The mission of the foundation is to raise and manage funds exclusively for and provide financial grants to rose hill center, inc. In support of its mission to provide a variety of comprehensive treatment programs for adults with mental illness.

To raise and manage funds exclusively for, and provide financial grants to, rose hill center, inc. In support of its mission to provide a variety of comprehensive treatment programs for adults with mental illness

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,671,634$14,910,178▲ $238,544
Investments Other Securities$3,634,472$5,649,335▲ $2,014,863
Cash and Non-Interest-Bearing Accounts$260,456$146,052▼ $114,404
Accounts Receivable$15,000$8,435▼ $6,565
Total Assets$18,646,077$20,741,696▲ $2,095,619
Other Assets Total$64,515$27,696▼ $36,819
Liabilities
Accounts Payable and Accrued Expenses$21,210$105,530▲ $84,320
Total Liabilities$21,210$105,530▲ $84,320
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,554,479$20,558,153▲ $2,003,674
Net Assets With Donor Restrictions$70,388$78,013▲ $7,625
Total Net Assets Fund Balance$18,624,867$20,636,166▲ $2,011,299
Total Liabilities and Net Assets / Fund Balance$18,646,077$20,741,696▲ $2,095,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$967,903--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$66,700---$66,700
2022$66,700---$66,700
2021$66,700-▲ $15,522-$66,700
2020$66,700-▲ $5,532-$66,700
2019$66,700-▲ $9,771-$66,700
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
J Thomas MacfarlaneChair
Charles EvansDirector
Christine M TierneyDirector
Daniel J KellyDirector
David H BoergerDirector
Frank AcoriDirector
Gregory J Schwartz JrDirector
John W Boukamp IiiDirector
Kathleen Chisolm-mcinerneyDirector
Louis C SchmidtDirector
Paul KurtzDirector
RICHARD O'CONNORDirector
Robert a WilsonDirector
W Michigan GeorgeDirector
Walter Knysz Iii MdDirector
William F WhelanDirector
Megan a WietfeldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$883,425
Program Service Revenue
$0
Investment Income
$736,174
Other Revenue
$54,397
All Other Contributions
$878,995
Change in Net Assets
$449,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,595,697
Revenue Not Reported on Financial Statements
$78,299
Revenue Not Reported on Form 990
$1,561,360
Total Revenue per Audited Statements
$3,157,057
Total Revenue per Form 990
$1,673,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,050,000
Other Expenses$174,057
Total Fundraising Expense$45,913
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,050,000--$1,050,000
Fees for Service Investment Mgmnt Fees-$78,299-$78,299
Fees for Services Other-$46,938$5,000$51,938
Other Expenses$1,235$540$40,913$42,688
Advertising-$1,132-$1,132
Total Functional Expenses$1,051,235$126,909$45,913$1,224,057

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,224,057
Expenses per Audited Statements$1,145,758
Total Expenses per Audited Statements$1,145,758
Expenses Not Reported on Financial Statements$78,299
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose Hill Center IncHolly, MI501(c)(3)To Provide Funding Support for Rose Hill Center, Inc.$1,050,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$118,330
Fundraising Direct Expenses$63,933
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$122,760$118,330$63,933$54,397
Total Events$122,760$118,330$63,933$54,397
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board of directors of rose hill center, inc. Has the right to appoint a number of directors to the rose hill foundation's board. The number of foundation directors appointed by the rose hill center is limited to one less than the number of other directors serving on the rose hill foundation's board. All directors of the foundation have equal authority and powers.”

Form 990, Part VI, Section B, Line 11B

“Upon completion of form 990, it is reviewed by the audit and finance committee and submitted to the board of directors for its review and approval prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All directors and principal officers are required to sign annual statements that affirm that they have received a copy of the conflict of interest policy, have read and understand the policy, and have agreed to comply with the policy. Further, they affirm their understanding that the organization is a charitable organization and that, in order to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure that the organization operates in a manner consistent with its charitable purposes, periodic reviews will be conducted. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the actual or possible conflict of interest and disclose all material facts surrounding the proposed transaction or arrangement. Once disclosed, the interested person will leave the board meeting while the determination of a conflict of interest is discussed and voted upon. The remaining members will decide if a conflict of interest exists. If a conflict exists, the interested person abstains from voting.”

Form 990, Part VI, Section C, Line 19

“Form 990, audited financial statements, and other documents are mailed or faxed upon request. Form 990 is also available on the guidestar website.”

Filing and Contact Details

Filer

Filer Name
Rose Hill Foundation
EIN
20-0081638
Phone
2486345530
Address
151 SOUTH OLD WOODWARD AVENUE 200, BIRMINGHAM, MI 48009-6103

Signing Officer

Name
James Kubicek
Title
Chief Executive Officer
Phone
2486345530
Signed
2024-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory J Schwartz Jr
Formed
2003
Legal Domicile
Mi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
GJC CPA'S & ADVISORS
Address
1001 WOODWARD AVENUE SUITE 850, DETROIT, MI 48226-1904
Preparer
Michael R Nicholas
Phone
3139652655
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The earnings from the organization's endowment fund are designated to provide current general operating support for the rose hill center.”

PART X, LINE 2:

“The foundation's management is not aware of any uncertain tax positions or unrecognized tax benefits as of december 31, 2023 or 2022.”

Raw XML AppendixShowing 400 of 510 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt04430
IRS990/FundraisingDirectExpensesAmt063933
IRS990/FundraisingGrossIncomeAmt0118330
IRS990/GainOrLossGrp/SecuritiesAmt0160722
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01356081
IRS990/GrossReceiptsAmt02933288
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0575452
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0575452
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03634472
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05649335
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014671634
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014910178
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01195359
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RAISE AND MANAGE FUNDS EXCLUSIVELY FOR, AND PROVIDE FINANCIAL GRANTS TO, ROSE HILL CENTER, INC. IN SUPPORT OF ITS MISSION TO PROVIDE A VARIETY OF COMPREHENSIVE TREATMENT PROGRAMS FOR ADULTS WITH MENTAL ILLNESS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018624867
IRS990/NetAssetsOrFundBalancesEOYAmt020636166
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0160722
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0160722
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt054397
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt054397
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01561360
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt018554479
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020558153
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt010413
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt064515
IRS990/OtherAssetsTotalGrp/EOYAmt027696
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt040913
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0540
IRS990/OtherExpensesGrp/ProgramServicesAmt01235
IRS990/OtherExpensesGrp/TotalAmt042688
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREGORY J SCHWARTZ JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE PRIMARY FOCUS OF THE FOUNDATION'S FINANCIAL SUPPORT IS TO ENABLE ROSE HILL CENTER, INC. TO PROVIDE FINANCIAL ASSISTANCE GRANTS TO THOSE WHO WOULD OTHERWISE BE UNABLE TO PARTICIPATE IN THE ROSE HILL CENTER'S HIGHLY EFFECTIVE THERAPEUTIC PROGRAM FOR ADULTS WITH MENTAL ILLNESS. A SIGNIFICANT ACHIEVEMENT WAS CONTRIBUTING $1,050,000 TO ROSE HILL CENTER, INC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01050000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01050000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01943153
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0500000
IRS990/PYInvestmentIncomeAmt0-1055005
IRS990/PYOtherExpensesAmt0292376
IRS990/PYOtherRevenueAmt064253
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0160025
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0792376
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0952401
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0449939
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER REVENUE - 2019 AMOUNT: $ 25,026. 2021 AMOUNT: $ 36,709.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0883425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01943153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01610136
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0712619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01355424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06504757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0575452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0356673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0349145
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0291905
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0404873
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01978048
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt036709
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt025026
IRS990ScheduleA/OtherIncome170Grp/TotalAmt061735
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46790
IRS990ScheduleA/PublicSupportPY170Pct00.49470
IRS990ScheduleA/PublicSupportTotal170Amt03997656
IRS990ScheduleA/SubstantialContributorsTotAmt02507101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0883425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01943153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01610136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0712619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01355424
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06504757
IRS990ScheduleA/TotalSupportAmt08544540
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt066700
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt066700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt066700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt066700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt066700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt066700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt015522
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015522
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt066700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt066700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt05532
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05532
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt066700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt066700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt09771
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09771
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt078299
IRS990ScheduleD/ExpensesSubtotalAmt01145758
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt078299
IRS990ScheduleD/InvestmentExpensesNotIncldAmt078299
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01561360
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01241510
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12923848
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2516074
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3967903
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIXED INCOME SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIVATE EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3REAL ESTATE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01561360
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt078299
IRS990ScheduleD/RevenueSubtotalAmt01595697
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUND ARE DESIGNATED TO PROVIDE CURRENT GENERAL OPERATING SUPPORT FOR THE ROSE HILL CENTER.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION'S MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2023 OR 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05649335
IRS990ScheduleD/TotalExpensesPerForm990Amt01224057
IRS990ScheduleD/TotalRevenuePerForm990Amt01673996
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03157057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01145758
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04430
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04430
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt063933
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0122760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0122760
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0118330

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,741,696
Liabilities
$105,530
Net assets
$20,636,166
Revenue
$1,673,996
Expenses
$1,224,057
Net income
$449,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.03$22.7$0.08$0.87$0.79
2023Detailed filing. Detailed filing data is available for this year.$20.7$0.11$20.6$1.67$1.22$0.45
2022Detailed filing. Detailed filing data is available for this year.$18.6$0.02$18.6$0.95$0.79$0.16
2021Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$2.56$0.32$2.24
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$1.53$0.48$1.06
2019Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$2.13$0.49$1.63
2018Detailed filing. Detailed filing data is available for this year.$11.8$0.01$11.7$1.78$0.52$1.25
2017Detailed filing. Detailed filing data is available for this year.$11.9$0.01$11.9$1.62$0.40$1.22
2016Detailed filing. Detailed filing data is available for this year.$9.21$0.01$9.20$1.52$0.57$0.95
2015Detailed filing. Detailed filing data is available for this year.$7.76$0.02$7.74$1.42$0.54$0.88
2014Detailed filing. Detailed filing data is available for this year.$7.33$0.02$7.31$1.19$1.40$0.21
2013Detailed filing. Detailed filing data is available for this year.$8.11$0.02$8.09$0.97$0.41$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.00$0.05$6.94$0.31
2011Summary only. Only limited summary data is available for this year.$5.99$0.00$5.99$0.65$0.41$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$0.43