Nonprofit · EIN 20-0081638
ROSE HILL FOUNDATION
Tax-exempt · HOLLY, MI 48442
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $78,046 | $868,749 | -$790,703 | $22,692,852 | $25,689 | $22,667,163 |
| December 31, 2023 | 990 | $1,673,996 | $1,224,057 | $449,939 | $20,741,696 | $105,530 | $20,636,166 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $810,005
- Program service revenue
- $0
- Investment income
- -$803,120
- Net gain from sales of assets
- -$1,203,750
- Net income from fundraising events
- $71,161
- Other revenue
- $71,161
Expenses
- Grants and similar amounts paid
- $500,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $507,928
- Management and general (functional)
- $158,778
- Fundraising (functional)
- $202,043
Balance sheet and other
- Total assets, start of year
- $20,741,696
- Total assets, end of year
- $22,692,852
- Total liabilities, end of year
- $25,689
- Net assets, end of year
- $22,667,163
- Publicly traded securities
- $16,578,303
- Net assets without donor restrictions
- $22,458,648
- Net assets with donor restrictions
- $208,515
- Gross receipts
- $12,372,704
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J THOMAS MACFARLANE | CHAIR Trustee or director, Officer | 1.5 | $0 |
| MEGAN A WIETFELD | TREASURER Trustee or director, Officer | 15 | $0 |
| FRANK ACORI | DIRECTOR Trustee or director | 1.5 | $0 |
| DAVID H BOERGER | DIRECTOR Trustee or director | 1.5 | $0 |
| JOHN W BOUKAMP III | DIRECTOR Trustee or director | 1.5 | $0 |
| KATHLEEN CHISOLM-MCINERNEY | DIRECTOR Trustee or director | 1.5 | $0 |
| CHARLES EVANS | DIRECTOR Trustee or director | 1.5 | $0 |
| W MICHIGAN GEORGE | DIRECTOR Trustee or director | 1.5 | $0 |
| DANIEL J KELLY | DIRECTOR Trustee or director | 1.5 | $0 |
| WALTER KNYSZ III MD | DIRECTOR Trustee or director | 1.5 | $0 |
| PAUL KURTZ | DIRECTOR Trustee or director | 1.5 | $0 |
| RICHARD O'CONNOR | DIRECTOR Trustee or director | 1.5 | $0 |
| LOUIS C SCHMIDT JR | DIRECTOR Trustee or director | 1.5 | $0 |
| GREGORY J SCHWARTZ JR | DIRECTOR Trustee or director | 5 | $0 |
| CHRISTINE M TIERNEY | DIRECTOR Trustee or director | 1.5 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM F WHELAN | DIRECTOR Trustee or director | 1.5 | $0 |
| ROBERT A WILSON | DIRECTOR Trustee or director | 1.5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J THOMAS MACFARLANE | CHAIR Trustee or director, Officer | 1.5 | $0 |
| MEGAN A WIETFELD | TREASURER Trustee or director, Officer | 15 | $0 |
| FRANK ACORI | DIRECTOR Trustee or director | 1.5 | $0 |
| DAVID H BOERGER | DIRECTOR Trustee or director | 1.5 | $0 |
| JOHN W BOUKAMP III | DIRECTOR Trustee or director | 1.5 | $0 |
| KATHLEEN CHISOLM-MCINERNEY | DIRECTOR Trustee or director | 1.5 | $0 |
| CHARLES EVANS | DIRECTOR Trustee or director | 1.5 | $0 |
| W MICHIGAN GEORGE | DIRECTOR Trustee or director | 1.5 | $0 |
| DANIEL J KELLY | DIRECTOR Trustee or director | 1.5 | $0 |
| WALTER KNYSZ III MD | DIRECTOR Trustee or director | 1.5 | $0 |
| PAUL KURTZ | DIRECTOR Trustee or director | 1.5 | $0 |
| RICHARD O'CONNOR | DIRECTOR Trustee or director | 1.5 | $0 |
| LOUIS C SCHMIDT | DIRECTOR Trustee or director | 1.5 | $0 |
| GREGORY J SCHWARTZ JR | DIRECTOR Trustee or director | 5 | $0 |
| CHRISTINE M TIERNEY | DIRECTOR Trustee or director | 1.5 | $0 |
| WILLIAM F WHELAN | DIRECTOR Trustee or director | 1.5 | $0 |
| ROBERT A WILSON | DIRECTOR Trustee or director | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5130 ROSE HILL BLVD, HOLLY, MI 48442-9507
- In care of
- % DANIEL J KELLY
- Principal officer (990 for 2024)
- GREGORY J SCHWARTZ JR, 151 SOUTH OLD WOODWARD AVENUE 200, BIRMINGHAM, MI 480096103
- Signed the 990
- JAMES KUBICEK, CHIEF EXECUTIVE OFFICER
- Phone
- (248) 634-5530
- Return prepared by
- GJC CPA'S & ADVISORS
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 accomplishments
- 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 $154,532.Expenses $7,928
- 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 $500,000 TO ROSE HILL CENTER, INC.Expenses $500,000 · grants $500,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0081638
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $22,692,852
- Income (IRS master file)
- $12,372,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $78,046 | $868,749 | $22,692,852 | IRS |
| 990 | December 2023 | $1,673,996 | $1,224,057 | $20,741,696 | XML |
| 990 | December 2022 | $952,401 | $792,376 | $18,646,077 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0081638).
Questions about ROSE HILL FOUNDATION
- What is the EIN of ROSE HILL FOUNDATION?
- The employer identification number (EIN) of ROSE HILL FOUNDATION is 20-0081638.
- Is ROSE HILL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ROSE HILL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROSE HILL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROSE HILL FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROSE HILL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROSE HILL FOUNDATION?
- The 990 for the year ended December 31, 2024 names GREGORY J SCHWARTZ JR.
- Who are the officers and directors of ROSE HILL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does ROSE HILL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $78,046, expenses of $868,749 and total assets of $22,692,852 at year end.
Other nonprofits in HOLLY
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- SECURITY CREDIT UNION FOUNDATION EIN 99-0940075 · last filed 990-PF for 2025
- CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN EIN 38-1514946 · last filed 990 for 2024
- ROSE HILL CENTER INC EIN 38-2895077 · last filed 990 for 2024
- RESIDENTIAL ALTERNATIVES INC EIN 38-2601696 · last filed 990 for 2025
- ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ EIN 38-1015490 · last filed 990-N for 2025
- PRESBYTERIAN VILLAGE-HOLLY EIN 38-2588668 · last filed 990 for 2025
- QUALITY LIVING INC EIN 38-2979742 · last filed 990 for 2025
All nonprofits in HOLLY · Michigan · Philanthropy, voluntarism and grantmaking foundations