Civic Intelligence

Rochester Christian University Foundation

990 • Fiscal year 2023 • EIN 26-2701874

Jun 01, 2022 to May 31, 2023 • Filed on Oct 30, 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-77%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

29th percentile

-2.0%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,045,256

Down $41,557 (-2.0%) from 2022

Net Assets

Down

$2,045,256

Down $41,557 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$53,685

Down $160,097 (-75%) from 2022

Expenses

Up

$95,242

Up $21,644 (+29%) from 2022

Net Income

Down

-$41,557

Down $181,741 (-130%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$2,045,256
Liabilities$0
Net Assets$2,045,256
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$53,685
Expenses$95,242
Net Income-$41,557
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$53,685
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$1,936,830$1,772,417▼ $164,413
Cash and Non-Interest-Bearing Accounts$130,983$257,839▲ $126,856
Pledges and Grants Receivable$19,000$15,000▼ $4,000
Total Assets$2,086,813$2,045,256▼ $41,557
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,087,485$2,046,006▼ $41,479
Net Assets Without Donor Restrictions$-672$-750▼ $78
Total Net Assets Fund Balance$2,086,813$2,045,256▼ $41,557
Total Liabilities and Net Assets / Fund Balance$2,086,813$2,045,256▼ $41,557

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,735,676$76,800▲ $1,855-$1,814,331
2021$1,467,680$271,689▼ $3,693-$1,735,676
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$76,803
Program Service Revenue
$0
Investment Income
$-23,118
Other Revenue
$0
All Other Contributions
$76,803
Change in Net Assets
$-41,557

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,685
Total Revenue per Audited Statements
$53,685
Total Revenue per Form 990
$53,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,641
Other Expenses$19,601
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,641--$75,641
Payments to Affiliates$19,522--$19,522
Other Expenses$59--$59
Total Functional Expenses$95,242$0$0$95,242

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$95,242
Total Expenses per Audited Statements$95,242
Total Expenses per Form 990$95,242
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rochester UniversityRochester Hills, MI--$75,641
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
Thomas Rellinger
Title
Executive VP Ro
Phone
2482182049
Signed
2023-10-30

Organization Details

Formed
2008
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8
Raw XML AppendixShowing 400 of 410 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Scholarships 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.
IRS990/AllOtherContributionsAmt076803
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0Susan Ide
IRS990/BooksInCareOfDetail/PhoneNum02482182059
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 West Avon Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rochester Hills
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048307
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0130983
IRS990/CashNonInterestBearingGrp/EOYAmt0257839
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076803
IRS990/CYGrantsAndSimilarPaidAmt075641
IRS990/CYInvestmentIncomeAmt0-23118
IRS990/CYOtherExpensesAmt019601
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-41557
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt095242
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt053685
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0Rochester University Foundation (Foundation) was established to benefit and support Rochester University. The Foundation was established in 2008 and the current reporting year reflects the third significant year of activity.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02087485
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02046006
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt095242
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Duane Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm1Dave Smith
IRS990/Form990PartVIISectionAGrp/PersonNm2Frank Cardimen
IRS990/Form990PartVIISectionAGrp/PersonNm3Ruth Stephens-Collins
IRS990/Form990PartVIISectionAGrp/PersonNm4James Randolph
IRS990/Form990PartVIISectionAGrp/PersonNm5Lisa Asadoorian
IRS990/Form990PartVIISectionAGrp/PersonNm6George Seifert
IRS990/Form990PartVIISectionAGrp/PersonNm7Jennifer Porter
IRS990/Form990PartVIISectionAGrp/PersonNm8Tom Rellinger
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-55908
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt075641
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt075641
IRS990/GrantsToDomesticOrgsGrp/TotalAmt075641
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-55908
IRS990/GrossReceiptsAmt053685
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt032790
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032790
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Scholarships 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02086813
IRS990/NetAssetsOrFundBalancesEOYAmt02045256
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-55908
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-55908
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-672
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-750
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Dues & Fees
IRS990/OtherExpensesGrp/Desc1Printing
IRS990/OtherExpensesGrp/ProgramServicesAmt020
IRS990/OtherExpensesGrp/ProgramServicesAmt159
IRS990/OtherExpensesGrp/TotalAmt020
IRS990/OtherExpensesGrp/TotalAmt159
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt019522
IRS990/PaymentsToAffiliatesGrp/TotalAmt019522
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt019000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015000
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0271689
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt071403
IRS990/PYInvestmentIncomeAmt0-57907
IRS990/PYOtherExpensesAmt02195
IRS990/PYRevenuesLessExpensesAmt0140184
IRS990/PYTotalExpensesAmt073598
IRS990/PYTotalRevenueAmt0213782
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-41557
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0-23118
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01936830
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01772417
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0271689
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0361374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt047255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0808272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-23117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0-57907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0335880
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt053757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0372084
IRS990ScheduleA/PublicSupportCY170Pct00.34860
IRS990ScheduleA/PublicSupportPY170Pct00.31140
IRS990ScheduleA/PublicSupportTotal170Amt0411531
IRS990ScheduleA/SubstantialContributorsTotAmt0396741
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076803
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0271689
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0361374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047255
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0808272
IRS990ScheduleA/TotalSupportAmt01180356
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01735676
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt076800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01814331
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01855
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01467680
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0271689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01735676
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3693
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01392922
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt051151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01467680
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023607
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01040765
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0348371
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01392922
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03786
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0994892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt040905
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01040765
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04968
IRS990ScheduleD/ExpensesSubtotalAmt095242
IRS990ScheduleD/RevenueSubtotalAmt053685
IRS990ScheduleD/TotalExpensesPerForm990Amt095242
IRS990ScheduleD/TotalRevenuePerForm990Amt053685
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt053685
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt095242
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt075641
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rochester University
IRS990ScheduleI/RecipientTable/RecipientEIN0381619831
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 Avon Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Rochester Hills
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd048307
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Cash
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are disbursed based on contractual agreed upon terms and Board of Trustee approval.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Rochester University oversees the daily managing, and operating responsibilities of Rochester University Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Pt VI-B, Line 11a The 990 is reviewed by the Treasurer of the Audit Committee.
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Interlocking Board
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Rochester University
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0381619831
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012c
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0800 West Avon Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Rochester Hills
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd048307
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02086813
IRS990/TotalAssetsEOYAmt02045256
IRS990/TotalAssetsGrp/BOYAmt02086813
IRS990/TotalAssetsGrp/EOYAmt02045256
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076803
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095242
IRS990/TotalFunctionalExpensesGrp/TotalAmt095242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02086813
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02045256
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095242
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-23118
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053685
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02086813
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02045256
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Rellinger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive VP Ro
ReturnHeader/BusinessOfficerGrp/PhoneNum02482182049
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rochester University Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0262701874
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 West Avon Road

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,045,256
Liabilities
$0
Net assets
$2,045,256
Revenue
$53,685
Expenses
$95,242
Net income
-$41,557
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