2013-08-05T11:42:35-05:00 2012-12-31 381357951 PLANTE & MORAN PLLC PO BOX 307 SOUTHFIELD MI 480370307 990 2012-01-01 200081638 ROSE HILL FOUNDATION ROSE 2486445336 3707 WEST MAPLE ROAD BLOOMFIELD HILLS MI 48301 RICHARD T WALSH 2486445336 2013-07-31 1 JOHN BEBES P00053776 2483522500 2012 2016-02-24 21:20:13Z JOHN P TIERNEY 3707 WEST MAPLE ROAD BLOOMFIELD HILLS MI 48301 1963362 0 X WWW.ROSEHILLFOUNDATION.ORG X 2003 MI TO RAISE FUNDS FOR AND PROVIDE FINANCIAL SUPPORT TO ROSE HILL CENTER, INC. THE FINANCIAL SUPPORT IS DIRECTED PRIMARILY TO ENABLE THE CENTER TO PROVIDE FINANCIAL ASSISTANCE GRANTS TO THOSE WHO WOULD OTHERWISE BE UNABLE TO PARTICIPATE IN THE CENTER'S HIGHLY EFFECTIVE THERAPEUTIC PROGRAM FOR ADULTS WITH MENTAL ILLNESS. 19 19 0 42 0 0 408226 423810 0 0 252970 190091 -9522 -11327 651674 602574 205000 120000 0 0 0 0 11995 19702 110999 194836 168669 411831 308371 239843 294203 5994391 6998330 1200 54542 5993191 6943788 X THE MISSION OF THE FOUNDATION IS TO EXCLUSIVELY RAISE FUNDS 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. 1 0 59646 ROSE HILL FOUNDATION WAS ESTABLISHED FOR THE SOLE PURPOSE OF RAISING FUNDS FOR AND PROVIDING FINANCIAL SUPPORT TO ROSE HILL CENTER, INC. IN ADDITION, ITS BOARD OF DIRECTORS IS RESPONSIBLE FOR THE MANAGEMENT OF ITS INVESTMENTS. SIGNIFICANT ACHIEVEMENTS: A) CONDUCTED A SUCCESSFUL ANNUAL FUND CAMPAIGN; B) HOSTED ONE FUNDRAISING EVENT: THE ANNUAL GOLF INVITATIONAL IN JUNE THAT RAISED $88,050. 85000 85000 FINANCIAL SUPPORT:THE PRIMARY FOCUS OF THE FOUNDATION'S FINANCIAL SUPPORT IS TO ENABLE ROSE HILL CENTER TO PROVIDE FINANCIAL ASSISTANCE GRANTS TO THOSE WHO WOULD OTHERWISE BE UNABLE TO PARTICIPATE IN THE CENTER'S HIGHLY EFFECTIVE THERAPEUTIC PROGRAM FOR ADULTS WITH MENTAL ILLNESS. SIGNIFICANT ACHIEVEMENT: CONTRIBUTED $85,000 TO ROSE HILL CENTER TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS. 35000 35000 CAPITAL AND MISCELLANEOUS GRANTS:THE SECONDARY FOCUS OF THE FOUNDATION IS TO PROVIDE CAPITAL AND OTHER MISCELLANEOUS GRANTS TO ASSIST THE ROSE HILL CENTER, INC. IN ACHIEVING ITS MISSION. SIGNIFICANT ACHIEVEMENT: CONTRIBUTED $35,000 TO ROSE HILL CENTER FOR THE PURCHASE OF A TRUCK TO BE USED BY THE MAINTENANCE DEPARTMENT FOR VARIOUS TASKS INCLUDING PLOWING IN THE WINTER MONTHS. 179646 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 19 19 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X SANDRA KLEVEN 2486345530 5130 ROSE HILL BOULEVARD HOLLY MI 48442 X MR JOHN P TIERNEY 3.00 X X 0 0 0 MR RICHARD T WALSH 4.00 X X 0 0 0 MR ROBERT E BAKER 2.00 X X 0 0 0 MR ROBERT WILSON 1.00 X 0 0 0 MR DAVE BOERGER 1.00 X 0 0 0 MR J PATRICK CONROY 1.00 X 0 0 0 MR RAYMOND M CRACCHIOLO 1.00 X 0 0 0 MR WALTER B FISHER 1.00 X 0 0 0 MR DANIEL J KELLY 3.00 X 0 0 0 MRS ROSEMARY KELLY 1.00 X 0 0 0 DR WALTER KNYSZ III MD 1.00 X 0 0 0 MR SCOTT T KOWALKOWSKI 1.00 X 0 0 0 MRS KATHLEEN C MCINERNEY 1.00 X 0 0 0 MR J MICHAEL MOORE 1.00 X 0 0 0 MR STEVE MELLOS 1.00 X 0 0 0 MR GREGORY J SCHWARTZ JR 1.00 X 0 0 0 MR GREGORY J SUHAJDA 1.00 X 0 0 0 MRS MARY ANN VAN ELSLANDER 1.00 X 0 0 0 MR WILLIAM F WHELAN 1.00 X 0 0 0 0 0 0 0 0 0 0 0 99377 324433 423810 152745 152745 1364407 1327061 37346 37346 37346 22400 99377 33727 -11327 -11327 602574 0 0 178764 120000 120000 7700 5390 2310 19702 19702 20852 20852 1389 972 417 1034 119 72 843 3460 3460 ADMINISTRATIVE EXPENSE 130152 28853 14927 86372 FUNDRAISING EXPENSES 4082 4082 308371 179646 17726 110999 182898 204813 83333 16667 5728160 6776850 5994391 6998330 1200 54542 1200 54542 X 5825473 6798989 101018 78099 66700 66700 5993191 6943788 5994391 6998330 294203 656394 0 X X 0 1 X 1 0 X 221743 344846 357430 398704 412483 1735206 221743 344846 357430 398704 412483 1735206 86557 1648649 164017 117709 119151 181684 152745 735306 2470512 0.66730 0.61980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66700 8312 8312 66700 66700 66700 66700 7374 7374 66700 66700 17033 17033 66700 1.00000 1 0 0 EQUITY SECURITIES 4939444 F FIXED INCOME SECURITIES AND OTHER 1837406 F 6776850 X 1258968 656394 656394 602574 0 602574 308371 0 308371 0 308371 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUND ARE DESIGNATED TO PROVIDE CURRENT GENERAL OPERATING SUPPORT FOR ROSE HILL CENTER. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: INCOME TAX STATUS - THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS UNDER IRS SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(1). ACCORDINGLY, THE FOUNDATION HAS NEVER PAID INCOME TAXES AND DOES NOT ANTICIPATE BEING REQUIRED TO PAY INCOME TAXES IN THE FUTURE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2012 AND 2011, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009. X X X X X 1 HAMMOND & ASSOCIATES 682 GLENEAGLES HIGHLAND MI 48357 GENERAL CONSULTING REGARDING FUNDRAISING 0 0 19702 -19702 19702 -19702 MI GOLF TOURNAMENT 121777 99377 22400 0 2871 15161 11438 0 4257 121777 99377 22400 2871 15161 11438 4257 33727 -11327 1 ROSE HILL CENTER INC 5130 ROSE HILL BOULEVARD HOLLY MI 48442 382895077 501(C)(3) 120000 TO PROVIDE FUNDING SUPPORT FOR ROSE HILL CENTER FINANCIAL ASSISTANCE GRANTS AND FOR ROSE HILL TO PURCHASE A TRUCK. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ROSE HILL FOUNDATION HAS REGULAR ACCESS TO 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 PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 DURING 2012, ROSE HILL FOUNDATION PROVIDED FUNDING TO ROSE HILL CENTER THAT ALLOWED THE CENTER TO HIRE A CONSULTANT. THE CONSULTANT ADVISED THE CENTER IN PLANNING ITS OWN FUNDRAISING CAMPAIGN TO RAISE FUNDS FOR CAPITAL IMPROVEMENTS AIMED AT IMPROVING THE PATIENT'S EXPERIENCE AND OUTCOMES. FORM 990, PART VI, SECTION A, LINE 2 ROSEMARY AND DANIEL KELLY ARE BOTH ON THE BOARD OF DIRECTORS OF ROSE HILL FOUNDATION. ROSEMARY AND DANIEL ARE WIFE AND HUSBAND. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF ROSE HILL CENTER HAS THE RIGHT TO APPOINT A NUMBER OF DIRECTORS TO THE ROSE HILL FOUNDATION BOARD. THE NUMBER OF FOUNDATION DIRECTORS APPOINTED BY THE CENTER IS LIMITED TO ONE LESS THAN THE NUMBER OF OTHER DIRECTORS SERVING ON THE ROSE HILL FOUNDATION BOARD. ALL DIRECTORS OF THE FOUNDATION HAVE EQUAL AUTHORITY AND POWERS. FORM 990, PART VI, SECTION B, LINE 11 UPON COMPLETION OF THE FORM 990, IT IS REVIEWED BY THE INVESTMENT AND AUDIT COMMITTEE, AND THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR 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 SHALL BE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, AUDIT REPORTS, AND OTHER DOCUMENTS ARE MAILED OR FAXED UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR.COM WEBSITE. POLICY CHANGES FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE OVERSIGHT AND AUDITOR SELECTION PROCESS DURING THE YEAR. EXPLANATION REGARDING FUNDRAISING EVENTS SCHEDULE G, PART II THE ECONOMIC PROFIT EARNED FROM THIS EVENT IS THE NET OF LINE 1, TOTAL GROSS RECEIPTS ($121,777) AND LINE 10, DIRECT EXPENSES ($33,727), OR $88,050 NET PROFIT. THE FOLLOWING ITEMS ARE REPORTED IN COMPLIANCE WITH THE INSTRUCTIONS FOR SCHEDULE G: LINE 1, GROSS RECEIPTS - $121,777 - REPRESENTS TOTAL RECEIPTS FROM THE EVENTS. LINET 2, CHARITABLE CONTRIBUTIONS - $99,377 - REPRESENTS AMOUNT REQUIRED BY THE IRS TO BE ACKNOWLEDGED TO DONORS AS CONTRIBUTIONS. LINE 3, GROSS INCOME - $22,400 - REPRESENTS PAYMENTS BY DONORS FOR VALUE RECEIVED. LINE 10, DIRECT EXPENSE SUMMARY - $33,727 - COSTS INCURRED IN CONNECTION WITH FUNDRAISING EVENTS.