ROSEWOOD COURT INC (EIN 412011389) - Form 990 Financial Analysis & Trantor Score

🔒

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

1994

Legal Domicile

Principal Officer

JERRY CARLEY

Phone

7633472200

Tax Period

2022-07-01 to 2023-06-30

ROSEWOOD COURT INC, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $356K in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

WE ARE A CATHOLIC, FAITH-BASED ORGANIZATION ENTRUSTED WITH ADVANCING THE LIFE-ENAHANCING SENIOR CARE MINISTRY OF THE BENEDICTINE SISTERS OF DULUTH, MINNESOTA. WE WITNESS TO GOD'S LOVE BY CREATING INCLUSIVE COMMUNITIES, SUPPORTING THOSE WE SERVE TO LIVE WELL AND WITH PURPOSE, WITH SPECIAL CONCERN FOR THE UNDERSERVED.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $947

Program Service Revenue $355,016

Investment Income $0

Other Revenue $0

TOTAL REVENUE $355,963

Expense Breakdown

Grants Paid $972

Salaries & Benefits $179,926

Fundraising Expenses $0

Program Expenses $276,599

Other Expenses $187,709

TOTAL EXPENSES $368,607

Year-over-Year Comparison

	2022	2021	Change
Revenue	$355,963	$292,712	+0.2%
Expenses	$368,607	$279,713	+0.3%
Net Income	$-12,644	$12,999	-2.0%

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

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

$1,592,637

Total Directors

$224,127

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN NARUM	CHAIR	1.00	Officer Director	$0	$0	$0
BRAD NOGOSEK	SECRETARY	1.00	Officer Director	$0	$0	$0
ART HAGEBOCK	DIRECTOR	1.00	Director	$0	$0	$0
JOAN SHOCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
LORI GENTSCOW	DIRECTOR	1.00	Director	$0	$0	$0
TAYLAR HACK	VP OF BHS/PRESIDENT	1.00	Officer Director	$0	$56,321	$224,127
JERRY CARLEY	CEO OF BHS	1.00	Officer	$0	$158,313	$812,410
KEVIN RYMANOWSKI	CFO OF BHS	1.00	Officer	$0	$83,733	$472,789
KELSEY PETERSON	EXECUTIVE DIRECTOR	10.00	Officer	$0	$2,447	$83,311
TIA BOWE	FORMER VP OF BHS/PRES	1.00		$0	$4,137	$239,931

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
2023	$355,963	$368,607	$940,933	$-12,644
2022	$292,712	$279,713	$856,675	$12,999
2021	$289,650	$258,944	$803,262	$30,706
2020	$278,277	$251,863	$705,468	$26,414
2019	$292,783	$260,108	$873,265	$32,675
2018	$295,063	$268,465	$949,866	$26,598

ROSEWOOD COURT INC