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← ROSECRANCE FOUNDATION

Form 990 for tax year 2023

Filed by ROSECRANCE FOUNDATION.

Totals

Total revenue
$8,577,462
Total expenses
$1,574,228
Contributions and grants received
$8,253,205
Grants paid
$1,287,340
Program service revenue
$0
Investment income
$323,258
Other revenue
$999
Total assets, end of year
$15,382,743
Total liabilities, end of year
$706,877
Net assets or fund balances, end of year
$14,675,866
Program services expenses (Part IX)
$1,287,340
Management and general expenses
$286,888
Fundraising expenses
$0
Program service expenses (Part III)
$1,287,340

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $300,886

  • 1d · Related organizations

    $5,000,000

  • 1f · All other contributions, gifts and grants

    $2,952,319

  • 3 · Investment income

    total $228,127 · excluded $228,127

  • 7a · Gross sales of assets other than inventory

    securities $741,955

  • 7b · Less cost or other basis and sales expenses

    securities $646,824

  • 7c · Gain or loss

    securities $95,131

  • 7d · Net gain or loss

    total $95,131 · excluded $95,131

  • 8a · Fundraising events: gross income

    $129,174

  • 8a · Fundraising events: contributions included on line 1c

    $300,886

  • 8b · Fundraising events: direct expenses

    $128,175

  • 8c · Net income from fundraising events

    total $999 · excluded $999

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,287,340 · program services $1,287,340

  • 11b · Fees: legal

    total $2,042 · management and general $2,042

  • 11c · Fees: accounting

    total $8,766 · management and general $8,766

  • 11f · Fees: investment management

    total $14,744 · management and general $14,744

  • 11g · Fees: other

    total $22 · management and general $22

  • 12 · Advertising and promotion

    total $2,273 · management and general $2,273

  • 13 · Office expenses

    total $78,579 · management and general $78,579

  • 14 · Information technology

    total $26,161 · management and general $26,161

  • 17 · Travel

    total $4,584 · management and general $4,584

  • 19 · Conferences, conventions and meetings

    total $785 · management and general $785

  • 23 · Insurance

    total $723 · management and general $723

  • 24a · Other expenses: MANAGEMENT FEE

    total $148,209 · management and general $148,209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $590,262 · end of year $825,986

  • 2 · Savings and temporary cash investments

    beginning of year $30,734 · end of year $53,743

  • 3 · Pledges and grants receivable

    beginning of year $476,066 · end of year $6,838,427

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,343 · end of year $14,143

  • 11 · Investments: publicly traded securities

    beginning of year $6,491,005 · end of year $7,650,444

  • 17 · Accounts payable and accrued expenses

    beginning of year $346,418 · end of year $706,877

  • 27 · Net assets without donor restrictions

    beginning of year $5,925,836 · end of year $13,182,519

  • 28 · Net assets with donor restrictions

    beginning of year $1,326,156 · end of year $1,493,347

Mission and programs · 2023

Mission

THE ROSECRANCE FOUNDATION RAISES CHARITABLE FUNDING TO STRENGTHEN PROGRAMS, PROVIDE A RANGE OF COMMUNITY SERVICES, AND EXPAND ACCESS TO CARE FOR UNINSURED INDIVIDUALS, PEOPLE WITH MEDICAID, AND THE COMMUNITY'S AT-RISK POPULATIONS. THE FOUNDATION ALSO BUILDS AWARENESS OF ALL ROSECRANCE SERVICES AND ITS MISSION TO PROVIDE HELP, HOPE AND THE BEST OPPORTUNITY FOR LASTING RECOVERY FROM MENTAL HEALTH AND SUBSTANCE USE DISORDERS.

  • THE ROSECRANCE FOUNDATION RAISES CHARITABLE FUNDING TO STRENGTHEN PROGRAMS, PROVIDE A RANGE OF COMMUNITY SERVICES, AND EXPAND ACCESS TO CARE FOR UNINSURED INDIVIDUALS, PEOPLE WITH MEDICAID, AND THE COMMUNITY'S AT-RISK POPULATIONS. THE FOUNDATION ALSO BUILDS AWARENESS OF ALL ROSECRANCE SERVICES AND ITS MISSION TO PROVIDE HELP, HOPE AND THE BEST OPPORTUNITY FOR LASTING RECOVERY FROM MENTAL HEALTH AND SUBSTANCE USE DISORDERS.

    Expenses $1,287,340 · Grants $1,287,340

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brian Thiede

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charles Thomson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Cindy Hagen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dave Beto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Casalena

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Don Claeys

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Gaby Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Greg Orput

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Beto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Dibenedetto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Griffin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joseph Gasbarra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kathleen Meade

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kathy Weber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kim Keefe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Lindman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marilyn Hagberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Ripani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nick Hegarty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Niraj Shah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Phil Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Randy Alex

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ron Yockey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sobhi Baghdadi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Van Vlerah

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tana Vettore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Victoria Magnus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David W Gomel

    PRESIDENT AND CEO

    Total calculated
    $723,193
    From this org
    $0
    From related orgs
    $680,680
    Other
    $42,513
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,987 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $57,693 related
    Deferred
    $0 + $28,292 related
    Nontaxable benefits
    $0 + $14,221 related
    Filer's total
    $0 + $723,193 related

  • Michael Vick

    CFO

    Total calculated
    $266,956
    From this org
    $0
    From related orgs
    $237,858
    Other
    $29,098
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,875 related
    Bonus
    $0 + $19,190 related
    Other
    $0 + $14,793 related
    Deferred
    $0 + $14,418 related
    Nontaxable benefits
    $0 + $14,680 related
    Filer's total
    $0 + $266,956 related

  • Sally Draper

    VP & EXEC DIRECTOR

    Total calculated
    $263,467
    From this org
    $0
    From related orgs
    $248,278
    Other
    $15,189
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $224,232 related
    Bonus
    $0 + $17,546 related
    Other
    $0 + $6,500 related
    Deferred
    $0 + $10,130 related
    Nontaxable benefits
    $0 + $5,059 related
    Filer's total
    $0 + $263,467 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE CEO WAS PAID BY A RELATED ORGANIZATION, ROSECRANCE HEALTH NETWORK. THE CEO'S COMPENSATION WAS DETERMINED USING SALARY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER NONPROFIT ORGANIZATIONS. THE COMPENSATION DATA WAS OBTAINED FROM SURVEYS CONDUCTED BY INDEPENDENT THIRD PARTIES. THE CEO COMPENSATION PACKAGE WAS NEGOTIATED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE ACTIONS TO APPROVE THE COMPENSATION FOR THE CEO ARE RECORDED IN THE OFFICIAL MINUTES OF THE ORGANIZATION. THE COMPENSATION FOR KEY EMPLOYEES IS DETERMINED USING SALARY DATA FOR SIMILAR QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER NONPROFIT ORGANIZATIONS. THE COMPENSATION DATA WAS OBTAINED FROM SURVEYS CONDUCTED BY INDEPENDENT THIRD PARTIES. COPIES OF THE COMPENSATION STUDIES ARE MAINTAINED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ASPEN COUNSELING & CONSULTING LLC

    PROVIDE SERVICES FOR BEHAVIORAL HEALTH CARE · IL · income $1,981,301 · assets $1,119,297

    Directly controlled by ROSECRANCE HEALTH NETWORK

  • SANCTUARY TRANSITIONAL HOUSING LLC

    PROVIDE TRANSITIONAL HOUSING TO WOMEN AND CHILDREN · IA · income $214,847 · assets $649,224

    Directly controlled by JACKSON RECOVERY CENTERS INC

  • CONNECTIONS COUNSELING INC

    COUNSELING · WI · income $2,888,755 · assets $322,171

    Directly controlled by ROSECRANCE HEALTH NETWORK

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SANCTUARY TRANSITIONAL HOUSING I LLLP

    0 · LOW INCOME APARTMENT HOUSING · IA · 0.01% owned

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ROSECRANCE NEW LIFE OUTPATIENT CENTER INC

    S · COUNSELING · IA · 100% owned · controlled entity

    Directly controlled by ROSECRANCE HEALTH NETWORK

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521359349304907

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