Civic Intelligence

Rochester Regional Joint Board Fund for the Future

990 • Fiscal year 2013 • EIN 22-3462684

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

750 East Avenue14607

(585) 242-7559

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Net Margin

1st percentile

-94%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

79th percentile

$242,095

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 58.1% of source-year revenue.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Asset Growth

9th percentile

-9.3%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

11%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Down

$5,923,553

Down $605,838 (-9.3%) from 2012

Net Assets

Down

$5,923,482

Down $605,909 (-9.3%) from 2012

Liabilities

Up

$71

Up $71 from 2012

Revenue

$416,675

No earlier filing loaded for comparison.

Expenses

Down

$808,593

Down $83,711 (-9.4%) from 2012

Net Income

-$391,918

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $8,969,201Liabilities 2010: $1,809Net Assets 2010: $8,967,3922010Assets 2011: $7,677,481Liabilities 2011: $0Net Assets 2011: $7,677,4812011Assets 2012: $6,529,391Liabilities 2012: $0Net Assets 2012: $6,529,3912012Assets 2013: $5,923,553Liabilities 2013: $71Net Assets 2013: $5,923,4822013Assets 2014: $5,270,317Liabilities 2014: $1,280Net Assets 2014: $5,269,0372014Assets 2015: $4,564,607Liabilities 2015: $5,947Net Assets 2015: $4,558,6602015Assets 2016: $4,060,430Liabilities 2016: $51Net Assets 2016: $4,060,3792016Assets 2017: $3,987,049Liabilities 2017: $72Net Assets 2017: $3,986,9772017Assets 2018: $4,980,837Liabilities 2018: $3,090Net Assets 2018: $4,977,7472018Assets 2019: $5,202,422Liabilities 2019: $6,451Net Assets 2019: $5,195,9712019Assets 2020: $4,624,045Liabilities 2020: $2,282Net Assets 2020: $4,621,7632020Assets 2021: $5,331,527Liabilities 2021: $499Net Assets 2021: $5,331,0282021Assets 2022: $5,723,006Liabilities 2022: $20,538Net Assets 2022: $5,702,4682022Assets 2023: $6,028,551Liabilities 2023: $10,566Net Assets 2023: $6,017,9852023Assets 2024: $6,496,965Liabilities 2024: $1,551Net Assets 2024: $6,495,4142024

Highlighted filing

2013

Assets$5,923,553
Liabilities$71
Net Assets$5,923,482

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $457,593Expenses 2010: $2,554,278Net Income 2010: -$2,096,6852010Revenue 2011: $335,391Expenses 2011: $1,323,817Net Income 2011: -$988,4262011Expenses 2012: $892,3042012Revenue 2013: $416,675Expenses 2013: $808,593Net Income 2013: -$391,9182013Revenue 2014: $466,249Expenses 2014: $762,153Net Income 2014: -$295,9042014Revenue 2015: $152,412Expenses 2015: $822,331Net Income 2015: -$669,9192015Revenue 2016: $108,570Expenses 2016: $588,451Net Income 2016: -$479,8812016Revenue 2017: $60,952Expenses 2017: $149,354Net Income 2017: -$88,4022017Revenue 2018: $55,984Expenses 2018: $155,196Net Income 2018: -$99,2122018Revenue 2019: $116,620Expenses 2019: $118,851Net Income 2019: -$2,2312019Revenue 2020: $233,858Expenses 2020: $41,663Net Income 2020: $192,1952020Revenue 2021: $218,163Expenses 2021: $32,966Net Income 2021: $185,1972021Revenue 2022: $245,440Expenses 2022: $330,166Net Income 2022: -$84,7262022Revenue 2023: $230,306Expenses 2023: $461,689Net Income 2023: -$231,3832023Revenue 2024: $178,700Expenses 2024: $590,893Net Income 2024: -$412,1932024

Highlighted filing

2013

Revenue$416,675
Expenses$808,593
Net Income-$391,918
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.0
Gross Receipts
$2,974,312
Mission and Program Overview

Mission

To assist in the adminstration of the rochester regional joint board's primary mission to benefit workers and retirees.

To advance the collective interest of workers and retirees who were and are members of rochester regional joint board.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,137,106$3,879,738▼ $257,368
Investments in Publicly Traded Securities$2,369,362$1,995,186▼ $374,176
Savings and Temporary Cash Investments$20,322$46,107▲ $25,785
Prepaid Expenses and Deferred Charges-$930-
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-1,148,090$-605,909▲ $542,181
Total Assets$6,529,391$5,923,553▼ $605,838
Other Assets Total$2,601$1,592▼ $1,009
Liabilities
Accounts Payable and Accrued Expenses-$71-
Total Liabilities$0$71▲ $71
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,529,391$5,923,482▼ $605,909
Total Liabilities and Net Assets / Fund Balance$6,529,391$5,923,553▼ $605,838

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$6,592$6,592
Other Securities$3,879,738--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Stephen GeorgeTrustee$111,676$111,676
Greg LaskowskiTrustee$109,393$109,393
Roger LadueTrustee$98,187$98,187
Gary Bonadonna JrTrustee$96,399$96,399
Joseph ConwayTrustee$69,525$69,525

Board Members and Trustees

NameTitle
Gary Bonadonna SrChairman
Michael HarrenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$416,675
Other Revenue
$0
Change in Net Assets
$-391,918

Audited Revenue Reconciliation

Revenue per Audited Statements
$416,675
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-213,991
Total Revenue per Audited Statements
$202,684
Total Revenue per Form 990
$416,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$808,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$760,000
Fees for Service Investment Mgmnt Fees---$14,711
Fees for Services Accounting---$9,100
Fees for Services Legal---$5,000
Office Expenses---$1,674
Other Expenses---$1,098
Total Functional Expenses$0$0$0$808,593

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$808,593
Total Expenses per Audited Statements$808,593
Total Expenses per Form 990$808,593
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The officers of the fund for the future are also officers of the sidney hillman health center. Three officers of the fund for the future are also officers of the rochester regional joint board.

Form 990, Part VI, Section A, Line 8B

There are no other committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The comptroller is provided the form 990 to review before it is signed and filed.

Form 990, Part VI, Section B, Line 12C

The board regularly monitors the conflict of interest policy and reviews the conflicts annually at the board meeting.

Form 990, Part VI, Section C, Line 19

Financial statements are available to the public upon request. Governing documents and conflict of interest policy are not generally available.

Filing and Contact Details

Filer

EIN
22-3462684
Phone
5852427559

Signing Officer

Name
Joseph Conway
Title
Trustee
Phone
5852427559
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Bonadonna Chairman
Formed
1996
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Dawn M Minemier CPA
Phone
5853811000
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization has a board of trustees which oversees selection of the auditor and reviews and approves audited financial statements. This process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

For not-for-profit organizations, their tax-exempt status itself is deemed to be an uncertainty, since events could potentially occur to jeopardize their tax exempt-status. As of december 31, 2013 and 2012, the fund does not have a liability for unrecognized tax benefits. The fund files the return of organization exempt from income tax (form 990) in the u.s. Federal jurisdiction. The fund is no longer subject to u.s. Federal tax examinations for years before 2010.

Raw XML Appendix397 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt071
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADVANCE THE COLLECTIVE INTEREST OF WORKERS AND RETIREES WHO WERE AND ARE MEMBERS OF ROCHESTER REGIONAL JOINT BOARD.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOSEPH CONWAY
IRS990/BooksInCareOfDetail/PhoneNum05852427559
IRS990/BooksInCareOfDetail/USAddress/AddressLine10750 EAST AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/State0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCode014607
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0416675
IRS990/CYOtherExpensesAmt0808593
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-391918
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0808593
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0416675
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO ADVANCE THE COLLECTIVE INTEREST OF WORKERS AND RETIREES WHO ARE AND WERE MEMBERS OF ROCHESTER REGIONAL JOINT BOARD.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09100
IRS990/FeesForServicesLegalGrp/TotalAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014711
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt08644
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14395
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24527
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt44081
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt51674
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt64166
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY BONADONNA SR
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG LASKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL HARREN
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY BONADONNA JR
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm6ROGER LADUE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0233451
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1107281
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2104866
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt492318
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt567851
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt694021
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0269736
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02827373
IRS990/GrossReceiptsAmt02974312
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0146939
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146939
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04137106
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03879738
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02369362
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01995186
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06592
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt06592
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02557637
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ASSIST IN THE ADMINSTRATION OF THE ROCHESTER REGIONAL JOINT BOARD'S PRIMARY MISSION TO BENEFIT WORKERS AND RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06529391
IRS990/NetAssetsOrFundBalancesEOYAmt05923482
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0269736
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0269736
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-213991
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt01674
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02601
IRS990/OtherAssetsTotalGrp/EOYAmt01592
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2ORGANIZING EXPENSES
IRS990/OtherExpensesGrp/TotalAmt013756
IRS990/OtherExpensesGrp/TotalAmt13254
IRS990/OtherExpensesGrp/TotalAmt21098
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0760000
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0930
IRS990/PrincipalOfficerNm0GARY BONADONNA CHAIRMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-119256
IRS990/PYOtherExpensesAmt0892304
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1011560
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0892304
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-119256
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-391918
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-1148090
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-605909
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020322
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046107
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06592
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06592
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0808593
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-213991
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03879738
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PREFERRED STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-213991
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0416675
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR NOT-FOR-PROFIT ORGANIZATIONS, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX EXEMPT-STATUS. AS OF DECEMBER 31, 2013 AND 2012, THE FUND DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE FUND FILES THE RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IN THE U.S. FEDERAL JURISDICTION. THE FUND IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS FOR YEARS BEFORE 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03879738
IRS990ScheduleD/TotalExpensesPerForm990Amt0808593
IRS990ScheduleD/TotalRevenuePerForm990Amt0416675
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0202684
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0808593
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0233451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08644
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY BONADONNA SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0242095
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS OF THE FUND FOR THE FUTURE ARE ALSO OFFICERS OF THE SIDNEY HILLMAN HEALTH CENTER. THREE OFFICERS OF THE FUND FOR THE FUTURE ARE ALSO OFFICERS OF THE ROCHESTER REGIONAL JOINT BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPTROLLER IS PROVIDED THE FORM 990 TO REVIEW BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REGULARLY MONITORS THE CONFLICT OF INTEREST POLICY AND REVIEWS THE CONFLICTS ANNUALLY AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A BOARD OF TRUSTEES WHICH OVERSEES SELECTION OF THE AUDITOR AND REVIEWS AND APPROVES AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ROCHESTER REGIONAL JOINT BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11ROCHESTER JOINT BOARD REALTY CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine12SIDNEY HILLMAN HEALTH CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0160330070
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1161292250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2160864443
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C) (2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (C) (4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PURCHASE, LEASE AND HOLD TITLE TO PROPERTY FOR ROCHESTER REGIONAL JOINT BD.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE HEALTH BENEFITS TO ELIGIBLE UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10750 EAST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11750 EAST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine12750 EAST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City2ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode014607
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode114607
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode214607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0760000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0REIMBURSEMENTS FOR EXPENSES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ROCHESTER REGIONAL JOINT BOARD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06529391
IRS990/TotalAssetsEOYAmt05923553
IRS990/TotalAssetsGrp/BOYAmt06529391
IRS990/TotalAssetsGrp/EOYAmt05923553
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0808593
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt071
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt071
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06529391
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05923482
IRS990/TotalOtherCompensationAmt027487
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0146939
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0269736
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416675
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06529391
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05923553
IRS990/TotReportableCompRltdOrgAmt0699788
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10750 EAST AVENUE
IRS990/USAddress/City0ROCHESTER
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode014607
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH CONWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05852427559
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROCHESTER REGIONAL JOINT BOARD FUND FOR THE FUTURE
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0223462684
ReturnHeader/Filer/PhoneNum05852427559
ReturnHeader/Filer/USAddress/AddressLine10750 EAST AVENUE
ReturnHeader/Filer/USAddress/City0ROCHESTER
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10171 SULLYS TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN M MINEMIER CPA
ReturnHeader/ReturnTs02014-11-10T15:52:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.00$6.50$0.18$0.59$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.03$0.01$6.02$0.23$0.46$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.02$5.70$0.25$0.33$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.22$0.03$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.23$0.04$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.01$5.20$0.12$0.12$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$0.06$0.16$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.06$0.15$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.11$0.59$0.48
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.01$4.56$0.15$0.82$0.67
2014Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.47$0.76$0.30
2013Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.42$0.81$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$0.00$6.53$0.89
2011Summary only. Only limited summary data is available for this year.$7.68$0.00$7.68$0.34$1.32$0.99
2010Summary only. Only limited summary data is available for this year.$8.97$0.00$8.97$0.46$2.55$2.10