ROSE HILL FOUNDATION

EIN: 200081638 501(c)(3) Philanthropy & Grantmaking

BIRMINGHAM, MI

Total Revenue
$1,673,996
Total Expenses
$1,224,057
Total Assets
$20,741,696
Net Assets
$20,636,166
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
MI
Principal Officer
GREGORY J SCHWARTZ JR
Phone
2486345530
Tax Period
2023-01-01 to 2023-12-31

ROSE HILL FOUNDATION, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $450K, a strong 27% operating margin.

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $883,425
Program Service Revenue $0
Investment Income $736,174
Other Revenue $54,397
TOTAL REVENUE $1,673,996

Expense Breakdown

Grants Paid $1,050,000
Salaries & Benefits $0
Fundraising Expenses $45,913
Program Expenses $1,051,235
Other Expenses $174,057
TOTAL EXPENSES $1,224,057

Year-over-Year Comparison

2023 2022 Change
Revenue $1,673,996 $952,401 +0.8%
Expenses $1,224,057 $792,376 +0.5%
Net Income $449,939 $160,025 +1.8%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
J THOMAS MACFARLANE CHAIR 1.50
Officer Director
$0 $0 $0
MEGAN A WIETFELD TREASURER 15.00
Officer Director
$0 $0 $0
FRANK ACORI DIRECTOR 1.50
Director
$0 $0 $0
DAVID H BOERGER DIRECTOR 1.50
Director
$0 $0 $0
JOHN W BOUKAMP III DIRECTOR 1.50
Director
$0 $0 $0
KATHLEEN CHISOLM-MCINERNEY DIRECTOR 1.50
Director
$0 $0 $0
CHARLES EVANS DIRECTOR 1.50
Director
$0 $0 $0
W MICHIGAN GEORGE DIRECTOR 1.50
Director
$0 $0 $0
DANIEL J KELLY DIRECTOR 1.50
Director
$0 $0 $0
WALTER KNYSZ III MD DIRECTOR 1.50
Director
$0 $0 $0
PAUL KURTZ DIRECTOR 1.50
Director
$0 $0 $0
RICHARD O'CONNOR DIRECTOR 1.50
Director
$0 $0 $0
LOUIS C SCHMIDT DIRECTOR 1.50
Director
$0 $0 $0
GREGORY J SCHWARTZ JR DIRECTOR 5.00
Director
$0 $0 $0
CHRISTINE M TIERNEY DIRECTOR 1.50
Director
$0 $0 $0
WILLIAM F WHELAN DIRECTOR 1.50
Director
$0 $0 $0
ROBERT A WILSON DIRECTOR 1.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,673,996 $1,224,057 $20,741,696 $449,939
2022 $952,401 $792,376 $18,646,077 $160,025
2021 $2,563,418 $324,166 $20,345,496 $2,239,252
2020 $1,533,369 $478,359 $16,645,987 $1,055,010
2019 $2,126,475 $491,525 $15,045,659 $1,634,950
2018 $1,777,083 $523,505 $11,755,627 $1,253,578
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