Civic Intelligence

Rochester Regional Joint Board Fund for the Future

990 • Fiscal year 2015 • EIN 22-3462684

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 02, 2016

Organization ProfileN/A
750 East AvenueRochester, NY 14607

(585) 242-7559

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

56th percentile

0.04x

Higher debt load relative to revenue than 56% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-440%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$256,359

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 168.2% of source-year revenue.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2015

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-67%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,564,607

Down $705,710 (-13%) from 2014

Net Assets

Down

$4,558,660

Down $710,377 (-13%) from 2014

Liabilities

Up

$5,947

Up $4,667 (+365%) from 2014

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$152,412

Down $313,837 (-67%) from 2014

Expenses

Up

$822,331

Up $60,178 (+7.9%) from 2014

Net Income

Down

-$669,919

Down $374,015 (-126%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

2015

Assets$4,564,607
Liabilities$5,947
Net Assets$4,558,660
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

2015

Revenue$152,412
Expenses$822,331
Net Income-$669,919
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 2, 2016
Return Version
2015v2.1
Gross Receipts
$2,103,041
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$3,818,642$3,903,243▲ $84,601
Investments in Publicly Traded Securities$1,421,088$657,927▼ $763,161
Savings and Temporary Cash Investments$29,701$170▼ $29,531
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→ $0
Rtn Earn Endowment Incm Other Fnds$-501,615$-794,978▼ $293,363
Total Assets$5,270,317$4,564,607▼ $705,710
Other Assets Total$886$3,267▲ $2,381
Liabilities
Accounts Payable and Accrued Expenses$1,280$5,947▲ $4,667
Total Liabilities$1,280$5,947▲ $4,667
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,269,037$4,558,660▼ $710,377
Total Liabilities and Net Assets / Fund Balance$5,270,317$4,564,607▼ $705,710

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,165$3,165
Other Securities$750,000--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleOtherTotal
Gary Bonadonna JrTrustee$115,235$115,235
Greg LaskowskiTrustee$112,843$112,843
Stephen GeorgeTrustee$101,631$101,631
Joseph ConwayTrustee$84,403$84,403
Roger LadueTrustee - Until 9/2015$80,029$80,029
Ross ClarkTrustee - as of 12/2015$26,189$26,189

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
$152,412
Other Revenue
$0
Change in Net Assets
$-669,919

Audited Revenue Reconciliation

Revenue per Audited Statements
$144,279
Revenue Not Reported on Financial Statements
$8,133
Revenue Not Reported on Form 990
$-40,458
Total Revenue per Audited Statements
$103,821
Total Revenue per Form 990
$152,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$822,331
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---$735,000
Fees for Services Accounting---$9,100
Fees for Service Investment Mgmnt Fees---$8,133
Advertising---$4,888
Other Expenses---$1,379
Office Expenses---$142
Total Functional Expenses$0$0$0$822,331

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$822,331
Expenses per Audited Statements$814,198
Total Expenses per Audited Statements$814,198
Expenses Not Reported on Financial Statements$8,133
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

Filer Name
Rochester Regional Joint Board
EIN
22-3462684
Phone
5852427559
Address
750 EAST AVENUE, ROCHESTER, NY 14607

Signing Officer

Name
Joseph Conway
Title
Trustee
Phone
5852427559
Signed
2016-08-02
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

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL SUITE 201, PITTSFORD, NY 14534
Preparer
Dawn M Minemier
Phone
5853811000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“For tax-exempt entities, 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, 2015 and 2014, 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.”

Raw XML AppendixShowing 400 of 406 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/BOYAmt01280
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05947
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADVANCE THE COLLECTIVE INTEREST OF WORKERS AND RETIREES WHO WERE AND ARE MEMBERS OF ROCHESTER REGIONAL JOINT BOARD.
IRS990/AdvertisingGrp/TotalAmt04888
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSEPH CONWAY
IRS990/BooksInCareOfDetail/PhoneNum05852427559
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0750 EAST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014607
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/CYInvestmentIncomeAmt0152412
IRS990/CYOtherExpensesAmt0822331
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-669919
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0822331
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0152412
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/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08133
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt011401
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16171
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt25203
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt45256
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt54403
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt63658
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt71085
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/PersonNm7ROSS CLARK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0244958
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt195460
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2107640
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4109979
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt580000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt676371
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt725104
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - UNTIL 9/2015
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - AS OF 12/2015
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt085525
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02036154
IRS990/GrossReceiptsAmt02103041
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt066887
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066887
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03818642
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03903243
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01421088
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0657927
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03165
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03165
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01950629
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/NetAssetsOrFundBalancesBOYAmt05269037
IRS990/NetAssetsOrFundBalancesEOYAmt04558660
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt085525
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt085525
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-40458
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0142
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0886
IRS990/OtherAssetsTotalGrp/EOYAmt03267
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ORGANIZING EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/TotalAmt058289
IRS990/OtherExpensesGrp/TotalAmt15400
IRS990/OtherExpensesGrp/TotalAmt21379
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0735000
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GARY BONADONNA CHAIRMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0466249
IRS990/PYOtherExpensesAmt0762153
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-295904
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0762153
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0466249
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-669919
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-501615
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-794978
IRS990/SavingsAndTempCashInvstGrp/BOYAmt029701
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0170
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03165
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03165
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08133
IRS990ScheduleD/ExpensesSubtotalAmt0814198
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08133
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08133
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-40458
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02153243
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11000000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2750000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PRIVATE EQUITY - COMMON
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PRIVATE EQUITY - PREFERRED
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ALICO STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-40458
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08133
IRS990ScheduleD/RevenueSubtotalAmt0144279
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR TAX-EXEMPT ENTITIES, 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, 2015 AND 2014, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03903243
IRS990ScheduleD/TotalExpensesPerForm990Amt0822331
IRS990ScheduleD/TotalRevenuePerForm990Amt0152412
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0103821
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0814198
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0244958
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt011401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GARY BONADONNA SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0256359
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/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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROCHESTER REGIONAL JOINT BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ROCHESTER JOINT BOARD REALTY CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SIDNEY 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 & HOLD TITLE TO PROPERTY FOR ROCHESTER REGIONAL JOINT BOARD.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE HEALTH BENEFITS TO ELIGIBLE UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0750 EAST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1750 EAST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2750 EAST AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014607
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114607
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0735000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0REIMBURSEMENTS FOR EXPENSES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ROCHESTER 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/TotalAssetsBOYAmt05270317
IRS990/TotalAssetsEOYAmt04564607
IRS990/TotalAssetsGrp/BOYAmt05270317
IRS990/TotalAssetsGrp/EOYAmt04564607
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0822331
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01280
IRS990/TotalLiabilitiesEOYAmt05947
IRS990/TotalLiabilitiesGrp/BOYAmt01280
IRS990/TotalLiabilitiesGrp/EOYAmt05947
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05269037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04558660
IRS990/TotalOtherCompensationAmt037177
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt066887
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt085525
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152412
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05270317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04564607
IRS990/TotReportableCompRltdOrgAmt0739512
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0750 EAST AVENUE
IRS990/USAddress/CityNm0ROCHESTER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014607
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH CONWAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05852427559
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCHESTER REGIONAL JOINT BOARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND FOR THE FUTURE
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0223462684
ReturnHeader/Filer/PhoneNum05852427559
ReturnHeader/Filer/USAddress/AddressLine1Txt0750 EAST AVENUE
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0171 SULLYS TRAIL SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014534
ReturnHeader/PreparerPersonGrp/PhoneNum05853811000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,564,607
Liabilities
$5,947
Net assets
$4,558,660
Revenue
$152,412
Expenses
$822,331
Net income
-$669,919
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)5 • $1M-$5M nonprofits