Civic Intelligence

Roger Kresge Foundation Inc. Trust

EIN 23-7081254 • Johnson City, NY

Pub. 78 Eligible
257 Riverside DriveJohnson City, NY 13790
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-108%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$153,156

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 94.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-9.7%

Faster asset growth than 14% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-5.5%

Faster revenue growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,628,001

Down $175,257 (-9.7%) from 2023

Liabilities

Down

$0

Down $303 (-100%) from 2023

Net Assets

Down

$1,628,001

Down $174,954 (-9.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Down

$161,541

Down $9,332 (-5.5%) from 2023

Expenses

Up

$336,495

Up $42,321 (+14%) from 2023

Net Income

Down

-$174,954

Down $51,653 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2019: $2,379,823Liabilities 2019: $0Net Assets 2019: $2,379,8232019Assets 2020: $2,209,380Liabilities 2020: $0Net Assets 2020: $2,209,3802020Assets 2021: $2,184,986Liabilities 2021: $256Net Assets 2021: $2,184,7302021Assets 2022: $1,926,256Liabilities 2022: $0Net Assets 2022: $1,926,2562022Assets 2023: $1,803,258Liabilities 2023: $303Net Assets 2023: $1,802,9552023Assets 2024: $1,628,001Liabilities 2024: $0Net Assets 2024: $1,628,0012024

Highlighted filing

2024

Assets$1,628,001
Liabilities$0
Net Assets$1,628,001
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2019: $176,991Expenses 2019: $236,340Net Income 2019: -$59,3492019Revenue 2020: $74,475Expenses 2020: $244,918Net Income 2020: -$170,4432020Revenue 2021: $246,143Expenses 2021: $270,793Net Income 2021: -$24,6502021Revenue 2022: $41,385Expenses 2022: $299,859Net Income 2022: -$258,4742022Revenue 2023: $170,873Expenses 2023: $294,174Net Income 2023: -$123,3012023Revenue 2024: $161,541Expenses 2024: $336,495Net Income 2024: -$174,9542024

Highlighted filing

2024

Revenue$161,541
Expenses$336,495
Net Income-$174,954
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,628,001
Liabilities
$0
Net assets
$1,628,001
Revenue
$161,541
Expenses
$336,495
Net income
-$174,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.16$0.34$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.17$0.29$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.30$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.25$0.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.07$0.24$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.18$0.24$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL KRESGEEx Dir/Pres/TreasFT$139,232$13,924$153,156
JOSEPH CAWLEYDirector/Secretary-$0--
ROXIE OBERGDirector-$0--
ANDREW COREADirector/Vice President-$0--
PETER DELUCIADirector Elect-$0--
JACKIE GERCHMANDirector Elect-$0--
Filing and Contact Details

Filer

Filer Name
Roger Kresge Foundation Inc
EIN
23-7081254
Phone
6077860968
Address
257 RIVERSIDE DRIVE, JOHNSON CITY, NY 13790

Signing Officer

Name
Carol Kresge
Title
President
Phone
6077860968
Signed
2025-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Fox & Company Llp
Address
33 LEWIS ROAD, BINGHAMTON, NY 13905
Preparer
Tera a Stanton CPA
Phone
6077225386
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050928
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-174954
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0452865
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0102
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03825
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03825
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt07650
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0110025
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096053
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt08240
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02747
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt010987
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03843
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt025602
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09977
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt010443
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt03481
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt013924
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08185
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02729
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012249
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0259385
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt065488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0336495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0161541
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0161541
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0162685
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt065488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0239795
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01844
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0615
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt052649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1290191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt191103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt217949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt191103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt217949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt053622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1381294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt217949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM SALE OF SECURTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM SALE OF SECURTIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0110025
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-174954
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01628001
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01802955
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01628001
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107677
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107677
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107677
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0109012
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01335
IRS990PF/DistributableAmountGrp/TotalTaxAmt01335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01863
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0528
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01335
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01863
IRS990PF/FMVAssetsEOYAmt02105773
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01802955
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01628001
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018528
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0206114
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0196497
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0187586
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0187586
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01423429
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01299004
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01776776
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0303
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0528
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0528
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0183332
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0140883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0140883
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01803258
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01628001
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02105773
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0303
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01803258
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01628001
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01802955
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01628001
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02213450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0176702
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01849162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033202
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0187586
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0109012
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02180248
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02213450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt045.00

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