2024-05-13T07:56:14-05:00 2023-06-30 390859910 BAKER TILLY US LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2022-07-01 364167891 ROSECRANCE FOUNDATION INC ROSE 8153911000 1021 N MULFORD ROAD ROCKFORD IL 61107 MICHAEL VICK SENIOR VP AND CFO 8153911000 2024-05-10 1 MICHAEL VICK XXX-XX-XXXX 1 TROY MARINE CPA P00187863 6128764500 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID GOMEL 1021 N MULFORD ROAD ROCKFORD IL 61107 2574952 0 X WWW.ROSECRANCE.ORG X 1998 IL 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. 32 32 0 32 0 0 813440 1697906 0 0 604621 136838 0 0 1418061 1834744 883217 698350 0 0 0 0 0 0 0 370048 404648 1253265 1102998 164796 731746 6193217 7598410 97043 346418 6096174 7251992 X 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. 0 0 698350 698350 THE ROSECRANCE FOUNDATION RAISES FUNDS THAT DIRECTLY HELP CARE FOR CHILDREN, TEENS, ADULTS, AND FAMILIES. 698350 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL VICK 8153911000 1021 NORTH MULFORD ROAD ROCKFORD IL 61107 ALEX RANDY DIRECTOR 2.00 X 0 0 0 BETO DAVE DIRECTOR 2.00 X 0 0 0 BETO JEFF DIRECTOR 2.00 X 0 0 0 CASALENA DAVID DIRECTOR 2.00 X 0 0 0 DIBENEDETTO JEFF DIRECTOR 2.00 X 0 0 0 GRIFFIN JOHN DIRECTOR 2.00 X 0 0 0 HAGARTY SARAH DIRECTOR 2.00 X 0 0 0 HAUSER KRISTIN GENSLER DIRECTOR 2.00 X 0 0 0 JOHNSON GABY DIRECTOR 2.00 X 0 0 0 KEEFE KIM DIRECTOR 2.00 X 0 0 0 LINDMAN LISA DIRECTOR 2.00 X 0 0 0 MEADE KATHLEEN DIRECTOR 2.00 X 0 0 0 THIEDE BRIAN DIRECTOR 2.00 X 0 0 0 VETTORE TANA DIRECTOR 2.00 X 0 0 0 BAGHDADI SOBHI DIRECTOR 2.00 X 0 0 0 GASBARRA JOE DIRECTOR 2.00 X 0 0 0 HRANKA ANDREW DIRECTOR 2.00 X 0 0 0 MATUS TOM DIRECTOR 2.00 X 0 0 0 ORPUT GREG DIRECTOR 2.00 X 0 0 0 RIPANI MICHAEL DIRECTOR 2.00 X 0 0 0 SHAH NIRAJ DIRECTOR 2.00 X 0 0 0 THOMSON CHARLEY DIRECTOR 2.00 X 0 0 0 VAN VLERAH STEPHANIE DIRECTOR 2.00 X 0 0 0 WEBER KATHY DIRECTOR 2.00 X 0 0 0 CLAEYS DON DIRECTOR 2.00 X 0 0 0 HAGBERG MARILYN DIRECTOR 2.00 X 0 0 0 HAGEN CINDY DIRECTOR 2.00 X 0 0 0 METZ HENRY DIRECTOR 2.00 X 0 0 0 METZ LINDA DIRECTOR 2.00 X 0 0 0 POWELL PHIL DIRECTOR 2.00 X 0 0 0 SKINNER SHARON DIRECTOR 2.00 X 0 0 0 YOCKEY RON DIRECTOR 2.00 X 0 0 0 DAVID W GOMEL PRESIDENT AND CEO 2.00 38.00 X 0 503183 38783 MICHAEL VICK CFO 2.00 38.00 X 0 197522 14947 SALLY DRAPER VP & EXEC DIRECTOR 40.00 0.00 X 0 191390 7607 PHILLIP W EATON FORMER PRESIDENT/CEO 0.00 0.00 X 0 243894 0 JOHN SCHUSTER FORMER SR VP OF FINANCE/CFO 6.00 34.00 X 0 128678 5008 0 1264667 66345 0 1 1 0 0 426205 1271701 1697906 300993 300993 300377 464532 -164155 -164155 -164155 275676 426205 275676 0 1834744 0 0 136838 698350 698350 58 58 5017 5017 12847 12847 1067 1067 65216 65216 19767 19767 5785 5785 3308 3308 MANAGEMENT FEE 291583 291583 1102998 698350 404648 0 136815 590262 36467 30734 75559 476066 7167 10343 5937209 6491005 6193217 7598410 97043 346418 97043 346418 X 5536556 5925836 559618 1326156 6096174 7251992 6193217 7598410 731746 424072 0 X X 0 1 X 1 0 X X 3 ROSECRANCE INC 362235167 3 1 618865 0 ROSECRANCE HEALTH NETWORK 363874007 10 1 0 0 JACKSON RECOVERY CENTERS 391900255 3 0 79485 0 3 698350 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, LINE 12G, COLUMN III: ROSECRANCE HEALTH NETWORK IS A PUBLICLY SUPPORTED ORGANIZATION DEEMED TO BE A SECTION 509(A)(2) ORGANIZATION FOR PURPOSES OF SECTION 509(A)(3) UNDER THE PROVISIONS OF SECTION 509(A). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5973676 573069 25006 6521739 6866121 -878461 13984 5973676 5204312 126000 1548790 12981 6866121 5144493 70484 10665 5204312 5498048 257686 600000 11241 5144493 0.96000 0.04000 0.00000 0 0 0 X 2521645 424072 275676 699748 1821897 12847 12847 1834744 1365827 275676 275676 1090151 12847 12847 1102998 PART V, LINE 4: THE ENDOWMENT FUNDS EXIST TO PROVIDE ONGOING FINANCIAL STABILITY FOR THE FOUNDATION TO SUPPORT CHARITY CARE NEEDS, NEW PROGRAMMING AND ONGOING SUPPORT FOR MENTAL HEALTH AND SUBSTANCE ABUSE PREVENTION, EARLY INTERVENTION, TREATMENT AND EDUCATION. PART X, LINE 2: THE FOUNDATION QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AND, ACCORDINGLY, IS NOT SUBJECT TO INCOME TAXES ON RELATED INCOME UNDER CURRENT INCOME TAX LAW. THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES UNDER THE AUTHORITATIVE GUIDANCE ISSUED BY FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB"). THE FOUNDATION USES A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION TO ACCOUNT FOR UNCERTAINTY IN INCOME TAXES. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS NOT BEEN MET. THIS GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. THE FOUNDATION CONDUCTS BUSINESS SOLELY IN THE U.S. AND, AS A RESULT, FILES FEDERAL TAX RETURNS. IN THE NORMAL COURSE OF BUSINESS THE FOUNDATION IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION'S TAX RETURNS FOR YEARS SUBSEQUENT TO 2019 ARE OPEN, BY STATUTE, FOR REVIEW BY AUTHORITIES. HOWEVER, AT PRESENT, THERE ARE NO ONGOING INCOME TAX AUDITS OR UNRESOLVED DISPUTES WITH THE TAX AUTHORITIES THAT THE FOUNDATION CURRENTLY FILES OR HAS FILED WITH. AS OF JUNE 30, 2023 AND 2022, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 275,676. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 275,676. ROCKFORD ANNUAL BENEFIT 571703 354015 217688 76147 56532 68150 16859 CHICAGO ANNUAL BENEFIT 130178 72190 57988 6295 8386 28000 15307 1 701881 426205 275676 82442 64918 96150 32166 275676 0 1 ROSECRANCE INC 1021 NORTH MULFORD ROAD ROCKFORD IL 61107 362235167 501(C)(3) 618865 0 SUPPORT OF RELATED ORGANIZATION. ROSECRANCE JACKSON CENTERS 800 5TH STREET SIOUX CITY IA 51101 391900255 501(C)(3) 79485 0 SUPPORT OF RELATED ORGANIZATION. 2 0 PART I, LINE 2: THE GRANTS ARE MADE TO SUPPORT THE WORK OF RELATED ORGANIZATIONS. UPDATES ARE PROVIDED TO THE FOUNDATION'S BOARD OF DIRECTORS AT THEIR REGULARLY SCHEDULED MEETINGS. 0 1 0 0 0 0 0 0 0 DAVID W GOMEL PRESIDENT AND CEO 0 503183 0 0 0 0 0 26235 0 12548 0 541966 0 0 PHILLIP W EATON FORMER PRESIDENT/CEO 0 0 0 0 0 243894 0 0 0 0 0 243894 0 0 MICHAEL VICK CFO 0 185022 0 12500 0 0 0 7757 0 7190 0 212469 0 0 SALLY DRAPER VP & EXEC DIRECTOR 0 176140 0 10000 0 5250 0 4630 0 2977 0 198997 0 0 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. FORM 990, PART VI, SECTION A, LINE 3 ROSECRANCE FOUNDATION HAS DELEGATED MANAGEMENT DUTIES TO ROSECRANCE HEALTH NETWORK (RHN), THE SOLE CORPORATE MEMBER, UNDER A MANAGEMENT AGREEMENT. FORM 990, PART VI, SECTION A, LINE 6 ROSECRANCE FOUNDATION HAS A SOLE CORPORATE MEMBER, ROSECRANCE HEALTH NETWORK. FORM 990, PART VI, SECTION A, LINE 7A ROSECRANCE HEALTH NETWORK, THE SOLE CORPORATE MEMBER, HAS THE POWER TO APPOINT AND REMOVE THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ROSECRANCE HEALTH NETWORK HAS THE POWER TO ADOPT THE ARTICLES OF INCORPORATION AND BYLAWS. THE BOARD OF DIRECTORS OF ROSECRANCE FOUNDATION, INC. SHALL BE ENTITLED TO MAKE RECOMMENDATIONS REGARDING SUCH AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED FROM AUDITED FINANCIAL STATEMENTS AND REVIEWED BY MANAGEMENT BEFORE BEING ELECTRONICALLY TRANSMITTED TO THE FULL BOARD OF DIRECTORS. BOARD MEMBERS ARE PROVIDED THE COMPLETED FORM PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS, THE CEO AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE CORPORATION. THE COMPLETED STATEMENTS ARE REVIEWED BY THE BOARD OR COMMITTEE. IF IT IS DETERMINED THAT A CONFLICT EXISTS, THAT MEMBER SHALL NOT PARTICIPATE IN DISCUSSION OR VOTING ON THE MATTER THAT RELATES TO THE CONFLICT. GENERAL COUNSEL ON AN ANNUAL BASIS PROVIDES INSTRUCTION TO THE BOARD ON WHAT CONSTITUTES A POTENTIAL CONFLICT. NEW MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AS PART OF HIS/HER ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 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 AND/OR PUBLICLY AVAILABLE DATA REPORTED FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT OTHER NON-PROFIT ORGANIZATIONS SUCH AS ON FORM 990. COPIES OF THE COMPENSATION STUDIES ARE MAINTAINED BY THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT; THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ASPEN COUNSELING & CONSULTING LLC 1021 N MULFORD ROAD ROCKFORD IL 61107 364257786 PROVIDE SERVICES FOR BEHAVIORAL HEALTH CARE IL 2025931 546484 ROSECRANCE HEALTH NETWORK SANCTUARY TRANSITIONAL HOUSING LLC 800 5TH STREET SIOUX CITY IA 51101 203771904 PROVIDE TRANSITIONAL HOUSING TO WOMEN AND CHILDREN IA 182691 1593031 JACKSON RECOVERY CENTERS INC CONNECTIONS COUNSELING INC 5005 UNIVERSITY AVENUE MADISON WI 53705 202384788 COUNSELING WI 3464448 1999977 ROSECRANCE HEALTH NETWORK ROSECRANCE INC 1021 N MULFORD ROAD ROCKFORD IL 61107 362235167 REHABILITATION SERVICES FOR BEHAVIORAL HEALTH CARE ADDICTIONS IL 501(C)(3) LINE 3 ROSECRANCE HEALTH NETWORK 1 ROSECRANCE HEALTH NETWORK 1021 N MULFORD ROAD ROCKFORD IL 61107 363874007 MANAGEMENT SERVICES IL 501(C)(3) LINE 12A, I N/A 0 MENTAL HEALTH CENTER OF CHAMPAIGN COUNTY HOUSING CORPORATION 2302 MORELAND BLVD CHAMPAIGN IL 61822 371295713 HOUSING FACILITIES IL 501(C)(3) LINE 10 ROSECRANCE INC 0 MHCCC HOUSING CORP IIC 2302 MORELAND BLVD CHAMPAIGN IL 61822 371415172 HOUSING FACILITIES IL 501(C)(3) LINE 10 ROSECRANCE INC 0 JACKSON RECOVERY CENTERS INC 800 5TH STREET SIOUX CITY IA 51101 391900255 EDUCATION, DIAGNOSIS AND TREATMENT OF SUBSTANCE USE DISORDERS IA 501(C)(3) LINE 3 ROSECRANCE HEALTH NETWORK 0 SANCTUARY TRANSITIONAL HOUSING I LLLP 800 5TH STREET SIOUX CITY IA 51101 203796692 LOW INCOME APARTMENT HOUSING IA 0 0 0 0.00010 ROSECRANCE NEW LIFE OUTPATIENT CENTER INC 2322 E KIMBERLY ROAD SUITE 200N DAVENPORT IA 52807 363771041 COUNSELING IA ROSECRANCE HEALTH NETWORK S 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 ROSECRANCE INC B 618865 CASH - CONTRIBUTION ROSECRANCE HEALTH NETWORK M 256560 CASH - MANAGEMENT FEES JACKSON RECOVERY CENTERS INC B 79485 CASH