Civic Intelligence

Rochester Christian University Foundation

990 • Fiscal year 2021 • EIN 26-2701874

Jun 01, 2020 to May 31, 2021 • Filed on Dec 08, 2021

Organization ProfileN/A
800 West Avon RoadRochester Hills, MI 48307

(248) 218-2059

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

20%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-8.9%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,946,629

Up $318,119 (+20%) from 2020

Net Assets

Up

$1,946,629

Up $318,119 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Down

$387,031

Down $37,811 (-8.9%) from 2020

Expenses

Up

$68,912

Up $21,162 (+44%) from 2020

Net Income

Down

$318,119

Down $58,973 (-16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,628,510Liabilities 2020: $0Net Assets 2020: $1,628,5102020Assets 2021: $1,946,629Liabilities 2021: $0Net Assets 2021: $1,946,6292021Assets 2022: $2,086,813Liabilities 2022: $0Net Assets 2022: $2,086,8132022Assets 2023: $2,045,256Liabilities 2023: $0Net Assets 2023: $2,045,2562023Assets 2024: $2,343,623Liabilities 2024: $0Net Assets 2024: $2,343,6232024Assets 2025: $2,531,790Liabilities 2025: $5,000Net Assets 2025: $2,526,7902025

Highlighted filing

2021

Assets$1,946,629
Liabilities$0
Net Assets$1,946,629
Open 2021 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $424,842Expenses 2020: $47,750Net Income 2020: $377,0922020Revenue 2021: $387,031Expenses 2021: $68,912Net Income 2021: $318,1192021Revenue 2022: $213,782Expenses 2022: $73,598Net Income 2022: $140,1842022Revenue 2023: $53,685Expenses 2023: $95,242Net Income 2023: -$41,5572023Revenue 2024: $385,581Expenses 2024: $87,214Net Income 2024: $298,3672024Revenue 2025: $284,667Expenses 2025: $101,500Net Income 2025: $183,1672025

Highlighted filing

2021

Revenue$387,031
Expenses$68,912
Net Income$318,119
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Dec 8, 2021
Return Version
2020v4.1
Gross Receipts
$387,031
Mission and Program Overview

Mission

Scholarships to students and funding for building projects at Rochester University. Rochester University Foundation is a not-for-profit organization that exists to benefit and support Rochester University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,391,410$1,903,031▲ $511,621
Cash and Non-Interest-Bearing Accounts$229,600$37,348▼ $192,252
Pledges and Grants Receivable$5,250$4,000▼ $1,250
Accounts Receivable$2,250$2,250→ $0
Total Assets$1,628,510$1,946,629▲ $318,119
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,627,313$1,945,106▲ $317,793
Net Assets Without Donor Restrictions$1,197$1,523▲ $326
Total Net Assets Fund Balance$1,628,510$1,946,629▲ $318,119
Total Liabilities and Net Assets / Fund Balance$1,628,510$1,946,629▲ $318,119

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,392,922$51,151▲ $23,607-$1,467,680
2019$1,040,765$348,371▲ $3,786-$1,392,922
2018$994,892$40,905▲ $4,968-$1,040,765
2017$932,800$66,000▼ $3,908-$994,892
2016$864,623$61,550▲ $6,627-$932,800
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Dave SmithChairperson
Frank CardimenDirector
George SeifertDirector
James RandolphDirector
Kim RussellDirector
Lisa AsadoorianDirector
Ruth Stephens-CollinsDirector
Tom RellingerDirector
Jennifer PorterExecutive Director
Duane HarrisonSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,151
Program Service Revenue
$0
Investment Income
$335,880
Other Revenue
$0
All Other Contributions
$51,151
Change in Net Assets
$318,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,584
Other Expenses$16,328
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,584--$52,584
Payments to Affiliates$16,301--$16,301
Other Expenses$27--$27
Total Functional Expenses$68,912$0$0$68,912
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
Lobbying 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
Business relationship with 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Management duties delegation Part VI line 3

“Rochester University oversees the daily managing, and operating responsibilities of Rochester University Foundation.”

Form 990 governing body review Part VI line 11

“Pt VI-B, Line 11a The 990 is reviewed by the Treasurer of the Audit Committee.”

Conflict of interest policy compliance Part VI line 12C

“Pt VI-B, Line 12c Annual disclosure is required and reviewed at the board level.”

Governing documents etc available to public Part VI line 19

“Request for information would be reviewed and made available upon request.”

Filing and Contact Details

Filer

Filer Name
Rochester University Foundation
EIN
26-2701874
Address
800 West Avon Road, Rochester Hills, MI 48307

Signing Officer

Name
Jennifer Porter
Title
Executive Direc
Phone
2482182152
Signed
2021-12-08

Organization Details

Formed
2008
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
8
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Pt VI-B, Line 12c Annual disclosure is required and reviewed at the board level.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Request for information would be reviewed and made available upon request.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,946,629
Liabilities
$0
Net assets
$1,946,629
Revenue
$387,031
Expenses
$68,912
Net income
$318,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.53$0.28$0.10$0.18
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.39$0.09$0.30
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.00$2.05$0.05$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.21$0.07$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.39$0.07$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.42$0.05$0.38