Rosemary Children's Services (EIN 951661683) - Form 990 Financial Analysis & Trantor Score

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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

1923

Legal Domicile

Principal Officer

Susan Forbes

Phone

6268443033

Tax Period

2017-07-01 to 2018-06-30

Rosemary Children's Services, founded in 1923, is a mid-sized nonprofit that reported $13.6M in total revenue in fiscal year 2017. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

Rosemary Children's Services serves children and families through the following programs: Short Term Residential Program for teenage girls, Mental Health Services, Foster Care and Adoption Services, Intensive Treatment Foster Care Services, Wraparound Services, Relative Home Assessment Services, and Relative Family Approval Services.

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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 (2017)

Revenue Breakdown

Contributions & Grants $13,595,812

Program Service Revenue $0

Investment Income $67

Other Revenue $41,321

TOTAL REVENUE $13,637,200

Expense Breakdown

Grants Paid $1,845,451

Salaries & Benefits $8,448,125

Fundraising Expenses $55,240

Program Expenses $12,149,883

Other Expenses $3,431,870

TOTAL EXPENSES $13,725,446

Year-over-Year Comparison

	2017	2016	Change
Revenue	$13,637,200	$11,682,151	+0.2%
Expenses	$13,725,446	$11,373,073	+0.2%
Net Income	$-88,246	$309,078	-1.3%

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

230

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

$281,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Forbes	President	1.00	Officer Director	$0	$0	$0
Spencer Bolich	Secretary	1.00	Officer Director	$0	$0	$0
Carolyn McKeown-Fish	Board Member	1.00	Director	$0	$0	$0
Karenlee Mannerino	Board Member	1.00	Director	$0	$0	$0
Kasim Kahn	Board Member	2.00	Director	$0	$0	$0
Doug Scott	CEO	5.00	Officer	$0	$0	$281,520

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
2018	$13,637,200	$13,725,446	$5,641,493	$-88,246
2018	$4,423,442	$8,036,661	No data	$-3,613,219

Rosemary Children's Services