ROSEWOOD FOUNDATION

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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

2016

Legal Domicile

Principal Officer

ROBERT HARIG

Phone

7735025420

Tax Period

2023-07-01 to 2024-06-30

ROSEWOOD FOUNDATION, founded in 2016, is a micro nonprofit in the Health Care sector that reported $75K in total revenue in fiscal year 2023.

Mission

GRANTS GIVEN TO CATHOLIC SCHOOLS TO SUPPORT EDUCATION OF CHILDREN WITH SPECIAL NEEDS.

Program Service Accomplishments

Program 1

GRANTS GIVEN TO CATHOLIC SCHOOLS TO SUPPORT EDUCATION OF CHILDREN WITH SPECIAL NEEDS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $75,245

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $75,245

Expense Breakdown

Grants Paid $66,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,245

Other Expenses $9,245

TOTAL EXPENSES $75,245

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,245	N/A	N/A
Expenses	$75,245	N/A	N/A
Net Income	$0	N/A	N/A

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

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
MICHELLE ARNOLD	OFFICER	N/A	Director	$0	$0	$0
DARLENE DUGGAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LELIA HARIG	TREASURER	N/A	Officer Director	$0	$0	$0
ROBERT HARIG	PRESIDENT	N/A	Officer Director	$0	$0	$0
KAREN JAROSZ	OFFICER	N/A	Director	$0	$0	$0
SHARON KESTLER	SECRETARY	N/A	Officer Director	$0	$0	$0
KATHERINE MCCONNELL	OFFICER	N/A	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	$75,245	$75,245	No data	No data
2023	$75,245	$75,245	No data	No data