ROSE HILL FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

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

Program Service Accomplishments

Program 1

Expenses: $1,235

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...

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.

Program 2

Expenses: $1,050,000

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...

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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