ROSE HILL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROSE HILL FOUNDATION (EIN 20-0081638)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-05
- IRS object ID
- 202422189349300122
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-05T09:39:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382029668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GJC CPA'S & ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WOODWARD AVENUE SUITE 850 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482261904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200081638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 2486345530 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH OLD WOODWARD AVENUE 200 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480096103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KUBICEK | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2486345530 | PhoneNum |
| Signature | 2024-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R NICHOLAS | PreparerPersonNm |
| PTIN | P00966144 | PTIN |
| Phone | 3139652655 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY J SCHWARTZ JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 SOUTH OLD WOODWARD AVENUE 200 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480096103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,933,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROSEHILLCENTER.ORG/ROSE-HILL-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | 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 | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,943,153 | PYContributionsGrantsAmt |
| CY Contributions Grants | $883,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,055,005 | PYInvestmentIncomeAmt |
| CY Investment Income | $736,174 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,253 | PYOtherRevenueAmt |
| CY Other Revenue | $54,397 | CYOtherRevenueAmt |
| PY Total Revenue | $952,401 | PYTotalRevenueAmt |
| CY Total Revenue | $1,673,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $500,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,050,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,913 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $292,376 | PYOtherExpensesAmt |
| CY Other Expenses | $174,057 | CYOtherExpensesAmt |
| PY Total Expenses | $792,376 | PYTotalExpensesAmt |
| CY Total Expenses | $1,224,057 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $160,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $449,939 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,646,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,741,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,530 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,624,867 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,636,166 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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 | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,235 | ExpenseAmt |
| Desc | THE ROSE HILL FOUNDATION (THE "FOUNDATION") WAS ESTABLISHED FOR THE SOLE PURPOSE OF RAISING FUNDS FOR, AND PROVIDING SUPPORT TO, ROSE HILL CENTER, INC. IN ADDITION, THE FOUNDATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE MANAGEMENT OF THE FOUNDATION'S INVESTMENTS. A SIGNIFICANT ACHIEVEMENT WAS HOSTING A GOLF OUTING THAT RAISED $118,329. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,050,000 | ExpenseAmt |
| Grant | $1,050,000 | GrantAmt |
| Desc | THE 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,051,235 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RDM ASSOCIATES - KURT MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2486207100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7457 M E CAD BOULEVARD SUITE 200 | AddressLine1Txt |
| City | CLARKSTON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483484282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| J THOMAS MACFARLANE | ||||||
| CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MEGAN A WIETFELD | ||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FRANK ACORI | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID H BOERGER | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN W BOUKAMP III | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN CHISOLM-MCINERNEY | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| CHARLES EVANS | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| W MICHIGAN GEORGE | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL J KELLY | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| WALTER KNYSZ III MD | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL KURTZ | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD O'CONNOR | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| LOUIS C SCHMIDT | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GREGORY J SCHWARTZ JR | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE M TIERNEY | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM F WHELAN | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A WILSON | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $4,430 | FundraisingAmt |
| All Other Contributions | $878,995 | AllOtherContributionsAmt |
| Noncash Contributions | $10,413 | NoncashContributionsAmt |
| Total Contributions | $883,425 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $575,452 | TotalRevenueColumnAmt |
| Exclusion | $575,452 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,356,081 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,195,359 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,722 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,722 | TotalRevenueColumnAmt |
| Exclusion | $160,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,330 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,430 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,933 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,397 | TotalRevenueColumnAmt |
| Exclusion | $54,397 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,673,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $790,571 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,000 | TotalAmt |
| Program Services | $1,050,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,299 | TotalAmt |
| Management And General | $78,299 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,938 | TotalAmt |
| Management And General | $46,938 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,132 | TotalAmt |
| Management And General | $1,132 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Total | $42,688 | TotalAmt |
| Program Services | $1,235 | ProgramServicesAmt |
| Management And General | $540 | ManagementAndGeneralAmt |
| Fundraising | $40,913 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,057 | TotalAmt |
| Program Services | $1,051,235 | ProgramServicesAmt |
| Management And General | $126,909 | ManagementAndGeneralAmt |
| Fundraising | $45,913 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,456 | BOYAmt |
| EOY | $146,052 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $8,435 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,671,634 | BOYAmt |
| EOY | $14,910,178 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,634,472 | BOYAmt |
| EOY | $5,649,335 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,515 | BOYAmt |
| EOY | $27,696 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,646,077 | BOYAmt |
| EOY | $20,741,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,210 | BOYAmt |
| EOY | $105,530 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,210 | BOYAmt |
| EOY | $105,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,554,479 | BOYAmt |
| EOY | $20,558,153 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,388 | BOYAmt |
| EOY | $78,013 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,624,867 | BOYAmt |
| EOY | $20,636,166 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,646,077 | BOYAmt |
| EOY | $20,741,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $449,939 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,561,360 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,355,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $712,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,610,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,943,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $883,425 | CurrentTaxYearAmt |
| Total | $6,504,757 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,355,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $712,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,610,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,943,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $883,425 | CurrentTaxYearAmt |
| Total | $6,504,757 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,507,101 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,997,656 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $404,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $291,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $349,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $575,452 | CurrentTaxYearAmt |
| Total | $1,978,048 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $36,709 | CurrentTaxYearMinus2YearsAmt |
| Total | $61,735 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,544,540 | TotalSupportAmt |
| Public Support CY170 | 0.46790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2019 AMOUNT: $ 25,026. 2021 AMOUNT: $ 36,709. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,700 | BeginningYearBalanceAmt |
| End Year Balance | $66,700 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,700 | BeginningYearBalanceAmt |
| End Year Balance | $66,700 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,522 | GrantsOrScholarshipsAmt |
| End Year Balance | $66,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,532 | GrantsOrScholarshipsAmt |
| End Year Balance | $66,700 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,771 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,771 | GrantsOrScholarshipsAmt |
| End Year Balance | $66,700 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME SECURITIES | $1,241,510 | F |
| PRIVATE EQUITY FUNDS | $2,923,848 | F |
| HEDGE FUNDS | $516,074 | F |
| REAL ESTATE FUNDS | $967,903 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,649,335 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,157,057 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,561,360 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,561,360 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,595,697 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $78,299 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $78,299 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,673,996 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,145,758 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,145,758 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $78,299 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $78,299 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,224,057 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $122,760 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $4,430 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $118,330 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $63,933 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $122,760 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $4,430 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $118,330 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $63,933 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,933 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $54,397 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE HILL CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5130 ROSE HILL BOULEVARD | AddressLine1Txt |
| City | HOLLY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 484429507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 382895077 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,050,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | TO PROVIDE FUNDING SUPPORT FOR ROSE HILL CENTER, INC. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ROSE HILL FOUNDATION HAS REGULAR ACCESS TO THE ROSE HILL CENTER'S FINANCIAL INFORMATION SINCE THE TREASURER AND SEVERAL OTHER BOARD MEMBERS ARE COMMON TO BOTH ORGANIZATIONS. THIS ARRANGEMENT ENABLES THE FOUNDATION TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR THEIR PROPER PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |