Civic Intelligence

Rochester Education Foundation Inc.

990 • Fiscal year 2017 • EIN 27-0132133

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

Organization Profilewww.rochestereducation.org
250 Mill StreetRochester, NY 14614

(585) 271-5790

Siviq Scores

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

Liabilities / Assets

78th percentile

0.02x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • NTEE B12 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.02x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • NTEE B12 • <$500k nonprofits • Source year 2017

Net Margin

29th percentile

-5.1%

Higher net margin than 29% of similar nonprofits.

2017 filings • NTEE B12 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$51,600

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2017 filings • NTEE B12 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-34%

Faster asset growth than 12% of similar nonprofits.

2017 filings • NTEE B12 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-3.2%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • NTEE B12 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$274,846

Down $139,670 (-34%) from 2016

Net Assets

Down

$268,073

Down $11,687 (-4.2%) from 2016

Liabilities

Down

$6,773

Down $127,983 (-95%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin29th percentile

Revenue

Down

$438,776

Down $14,419 (-3.2%) from 2016

Expenses

Down

$461,143

Down $2,698 (-0.6%) from 2016

Net Income

Down

-$22,367

Down $11,721 (-110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2013: $351,952Liabilities 2013: $108,715Net Assets 2013: $243,2372013Assets 2014: $418,529Liabilities 2014: $124,099Net Assets 2014: $294,4302014Assets 2015: $386,343Liabilities 2015: $100,783Net Assets 2015: $285,5602015Assets 2016: $414,516Liabilities 2016: $134,756Net Assets 2016: $279,7602016Assets 2017: $274,846Liabilities 2017: $6,773Net Assets 2017: $268,0732017Assets 2018: $300,632Liabilities 2018: $2,839Net Assets 2018: $297,7932018Assets 2019: $339,162Liabilities 2019: $7,990Net Assets 2019: $331,1722019Assets 2020: $434,334Liabilities 2020: $3,430Net Assets 2020: $430,9042020Assets 2021: $626,047Liabilities 2021: $5,931Net Assets 2021: $620,1162021Assets 2022: $647,078Liabilities 2022: $1,570Net Assets 2022: $645,5082022Assets 2023: $564,331Liabilities 2023: $5,117Net Assets 2023: $559,2142023Assets 2024: $844,419Liabilities 2024: $215,776Net Assets 2024: $628,6432024

Highlighted filing

2017

Assets$274,846
Liabilities$6,773
Net Assets$268,073
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $451,543Expenses 2013: $288,443Net Income 2013: $163,1002013Revenue 2014: $486,094Expenses 2014: $437,668Net Income 2014: $48,4262014Revenue 2015: $479,453Expenses 2015: $484,027Net Income 2015: -$4,5742015Revenue 2016: $453,195Expenses 2016: $463,841Net Income 2016: -$10,6462016Revenue 2017: $438,776Expenses 2017: $461,143Net Income 2017: -$22,3672017Revenue 2018: $379,340Expenses 2018: $343,484Net Income 2018: $35,8562018Revenue 2019: $397,212Expenses 2019: $366,793Net Income 2019: $30,4192019Revenue 2020: $444,536Expenses 2020: $353,425Net Income 2020: $91,1112020Revenue 2021: $625,646Expenses 2021: $441,855Net Income 2021: $183,7912021Revenue 2022: $566,644Expenses 2022: $493,720Net Income 2022: $72,9242022Revenue 2023: $202,563Expenses 2023: $289,352Net Income 2023: -$86,7892023Revenue 2024: $865,440Expenses 2024: $796,011Net Income 2024: $69,4292024

Highlighted filing

2017

Revenue$438,776
Expenses$461,143
Net Income-$22,367
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Gross Receipts
$455,569
Mission and Program Overview

Mission

The rochester education foundation is an independent organization whose mission is to provide programs and resources to improve learning and success for all rochester city school students through partnerships with educators, businesses and the community.

To provide programs and resources to support the success of Rochester city students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$103,731$117,741▲ $14,010
Savings and Temporary Cash Investments$203,860$69,021▼ $134,839
Cash and Non-Interest-Bearing Accounts$52,136$62,203▲ $10,067
Pledges and Grants Receivable$42,305$12,659▼ $29,646
Inventories for Sale or Use$7,879$7,879→ $0
Accounts Receivable-$2,550-
Prepaid Expenses and Deferred Charges$3,230$1,918▼ $1,312
Land, Buildings, and Equipment, Net$500$0▼ $500
Total Assets$414,516$274,846▼ $139,670
Other Assets Total$875$875→ $0
Liabilities
Deferred Revenue$121,435$5,002▼ $116,433
Escrow Account Liability$2,156$1,487▼ $669
Accounts Payable and Accrued Expenses$11,165$284▼ $10,881
Total Liabilities$134,756$6,773▼ $127,983
Net Assets / Fund Balance
Temporarily Rstr Net Assets$191,577$179,836▼ $11,741
Unrestricted Net Assets$88,183$88,237▲ $54
Total Net Assets Fund Balance$279,760$268,073▼ $11,687
Total Liabilities and Net Assets / Fund Balance$414,516$274,846▼ $139,670

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,249$1,249

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$27,207$687▲ $4,943$1,112$31,725
2016$25,295$180▲ $2,295$563$27,207
2015$26,013$821▼ $343$1,196$25,295
2014$25,000$150▲ $1,217$354$26,013
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia BrausExecutive DirectorFT$44,496$7,104$51,600

Board Members and Trustees

NameTitle
Susan KaufmannChair
Robert NealeVice Chair
Diane MillerDirector
George TsanisDirector
Joseph LevyDirector
Julie CookDirector
Kimberly McKinsey-MabryDirector
Lori FlorackDirector
Marshee LoveDirector
Sara M Kelly PHDDirector
Elizabeth KonarDirector (1/17-5/17)
Patrice LancelotDirector (1/17-5/17)
Ray Mitchell BulleneDirector (1/17-5/17)
Diane CaselliDirector (12/17)
Mark WagnerDirector (12/17)
Ed CavalierDirector (9/17-12/17)
Anthony GreenSecretary
Laurie HaelenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$317,175
Program Service Revenue
$116,433
Investment Income
$5,168
Other Revenue
$0
All Other Contributions
$266,759
Change in Net Assets
$-22,367

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table480$79,880
Books and Publications-$8,296
Total Noncash Contributions480$88,176

Audited Revenue Reconciliation

Revenue per Audited Statements
$438,776
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,290
Total Revenue per Audited Statements
$468,066
Total Revenue per Form 990
$438,776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,711
Salaries, Compensation, and Employee Benefits$168,522
Total Fundraising Expense$34,148
Grants and Similar Amounts Paid$4,910
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$108,725$1,917-$110,642
Other Salaries and Wages$68,798$11,943$15,479$96,220
Current Officers, Directors, Trustees, and Key Employees$33,540$7,740$10,320$51,600
Occupancy$9,096$1,715$2,042$12,853
Payroll Taxes$7,475$1,424$1,865$10,764
Other Employee Benefits$7,152$1,306$1,480$9,938
Fees for Services Accounting-$9,454-$9,454
Grants to Domestic Individuals$4,910--$4,910
Other Expenses$4,832--$4,832
Office Expenses$2,881$582$693$4,156
Insurance$2,349$1,124$564$4,037
Information Technology$2,400$1,428-$3,828
All Other Expenses$2,302$327$1,159$3,788
Advertising$2,634-$546$3,180
Fees for Service Investment Mgmnt Fees-$1,677-$1,677
Depreciation Depletion-$500-$500
Fees for Services Legal-$250-$250
Total Functional Expenses$385,608$41,387$34,148$461,143

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$479,753
Expenses per Audited Statements$461,143
Total Expenses per Form 990$461,143
Expenses Not Reported on Form 990$18,610
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,624
Fundraising Gross Income$11,624
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Recognition Event$55,772$11,624$324$11,300
Total Events$55,772$11,624$11,624$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
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
Yes
Other officer compensation reviewed
Yes
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 B, line 11B

“A complete copy of the 990 will be emailed to all board members. All board members will have an opportunity to comment and pose questions before the 990 is filed.”

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

“The organization provides each officer and director with the conflict of interest policy when they are elected or appointed. The policy is also reviewed annually. If a potential conflict with any officer or director arises, the organization follows the conflict of interest policy and documents that in the meeting minutes.”

Form 990, Part VI, Section B, line 15

“The process for determining the compensation of the organization's Executive Director included a packet presented by the Treasurer which included proposed salary increases and documented comparative salaries at similar organizations. The salary increase was approved by the full board. There were no other compensated key employees.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Rochester Education Foundation Inc
EIN
27-0132133
Phone
5852715790
Address
250 Mill Street, Rochester, NY 14614

Signing Officer

Name
Patricia Braus
Title
Executive Director
Phone
5852715790
Signed
2018-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Braus
Formed
2005
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
125

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Stephanie Annunziata
Phone
5852322956
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“The organization concluded its role in the Greater Rochester Health Foundation's Childhood Healthy Weight Initiative, as scheduled. Through June, REF supported consultants at three city schools. The goal of the program was to increase the percentage of 4 to 10 year olds in the city who are at a healthy weight by increasing healthy eating habits and physical activity.”

Form 990, Part IX, line 11G

“Project Coordinators: Program service expenses 107,625. Management and general expenses 0. Fundraising expenses 0. Total expenses 107,625. Other Professional Services: Program service expenses 1,100. Management and general expenses 1,917. Fundraising expenses 0. Total expenses 3,017.”

Financial Statement Notes

Part IV, Line 2B:

“The organization has funds held for others, specifically for the World of Work Conference.”

Part V, Line 4:

“To support the organization's mission”

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IRS990/Form990PartVIISectionAGrp/PersonNm6Diane Miller
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IRS990/Form990PartVIISectionAGrp/PersonNm10Anthony Green
IRS990/Form990PartVIISectionAGrp/PersonNm11Patrice Lancelot
IRS990/Form990PartVIISectionAGrp/PersonNm12Julie Cook
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IRS990/Form990PartVIISectionAGrp/PersonNm15Diane Caselli
IRS990/Form990PartVIISectionAGrp/PersonNm16Ed Cavalier
IRS990/Form990PartVIISectionAGrp/PersonNm17Mark Wagner
IRS990/Form990PartVIISectionAGrp/PersonNm18Patricia Braus
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director (1/17-5/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director (1/17-5/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director (1/17-5/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director (12/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director (9/17-12/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director (12/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt18Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt044148
IRS990/FundraisingDirectExpensesAmt011624
IRS990/FundraisingGrossIncomeAmt011624
IRS990/GainOrLossGrp/SecuritiesAmt02380
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04910
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04910
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07549
IRS990/GrossReceiptsAmt0455569
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01428
IRS990/InformationTechnologyGrp/ProgramServicesAmt02400
IRS990/InformationTechnologyGrp/TotalAmt03828
IRS990/InsuranceGrp/FundraisingAmt0564
IRS990/InsuranceGrp/ManagementAndGeneralAmt01124
IRS990/InsuranceGrp/ProgramServicesAmt02349
IRS990/InsuranceGrp/TotalAmt04037
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07879
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07879
IRS990/InvestmentIncomeGrp/ExclusionAmt02788
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02788
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0103731
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0117741
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0500
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01249
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05169
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Rochester Education Foundation is an independent organization whose mission is to provide programs and resources to improve learning and success for all Rochester city public school students through partnerships with educators, businesses and the community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0279760
IRS990/NetAssetsOrFundBalancesEOYAmt0268073
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02380
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02380
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010680
IRS990/NoncashContributionsAmt088176
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02042
IRS990/OccupancyGrp/ManagementAndGeneralAmt01715
IRS990/OccupancyGrp/ProgramServicesAmt09096
IRS990/OccupancyGrp/TotalAmt012853
IRS990/OfficeExpensesGrp/FundraisingAmt0693
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0582
IRS990/OfficeExpensesGrp/ProgramServicesAmt02881
IRS990/OfficeExpensesGrp/TotalAmt04156
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0875
IRS990/OtherAssetsTotalGrp/EOYAmt0875
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01480
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01306
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07152
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09938
IRS990/OtherExpensesGrp/Desc0Instruments
IRS990/OtherExpensesGrp/Desc1Student Activities
IRS990/OtherExpensesGrp/Desc2Books
IRS990/OtherExpensesGrp/Desc3Food
IRS990/OtherExpensesGrp/ProgramServicesAmt082078
IRS990/OtherExpensesGrp/ProgramServicesAmt133824
IRS990/OtherExpensesGrp/ProgramServicesAmt212612
IRS990/OtherExpensesGrp/ProgramServicesAmt34832
IRS990/OtherExpensesGrp/TotalAmt082078
IRS990/OtherExpensesGrp/TotalAmt133824
IRS990/OtherExpensesGrp/TotalAmt212612
IRS990/OtherExpensesGrp/TotalAmt34832
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt015479
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011943
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068798
IRS990/OtherSalariesAndWagesGrp/TotalAmt096220
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01865
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01424
IRS990/PayrollTaxesGrp/ProgramServicesAmt07475
IRS990/PayrollTaxesGrp/TotalAmt010764
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt042305
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012659
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03230
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01918
IRS990/PrincipalOfficerNm0Patricia Braus
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0Childhood Healthy Weig
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0116433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0116433
IRS990/ProgSrvcAccomActy2Grp/Desc0Spring for Music Opportunities. This program provides city students with opportunities to play, perform and excel in the field of music. REF collected and donated 478 musical instruments for city students in 2017, bringing the total of musical instruments donated since the program launch in 2005 to 1,946. The organization also supported music scholarships for summer music lessons, and the purchase of instruments so college-bound students can audition and receive scholarships. The organization also supported the purchase of music for ensembles and refreshments to support the citywide marching band.This program is primarily supported through contributions.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0113357
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0450
IRS990/ProgSrvcAccomActy3Grp/Desc0College Access: Through REF's college access collaborative, Rochester College Access Network (RCAN), REF has worked with colleges and universities, community organizations, businesses and individuals to provide information, guidance and activities so that more Rochester city students can go to college - and reach their full potential. In 2017 REF provided FAFSA Fest, a series of 5 community events in the winter and three in the fall through which students and a parent receive free help filling out and submitting the Free Application for Federal Student Aid. The organization also trained volunteers so they will be able to help fill out these forms. Continued on Schedule O.REF also supported 10th grade college visits for city students, a 9th grade informational program about college and support of a special website to help students apply to college (RochesterCAN.org).This program is primarily supported through contributions.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt064423
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Give Back, Give Books. REF supports student book clubs, parent-student reading events and a wide range of literacy projects for city students through Teachers' Choice, a program within Give Back, Give Books. The organization has given more than 41,300 new books to city students for reading activities in class and to enjoy at home since 2006. In 2017 REF provided 2,308 new books or magazine subscriptions to 41 educators at city schools. Books are then given to students for their home libraries.Other Programs: REF provides valuable field trip and other resources to students at Dr. Walter Cooper Academy School No. 10, and helps students discover the great outdoors with a club at Wilson High School. In 2016, REF added the One Step Closer partner program. This program provides new sneakers to students in need. REF also supported gardens at two schools through the generosity of a private donor.These programs are primarily supported through contributions.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt091395
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt04460
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0296693
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03200
IRS990/PYInvestmentIncomeAmt05847
IRS990/PYOtherExpensesAmt0323060
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0150655
IRS990/PYRevenuesLessExpensesAmt0-10646
IRS990/PYSalariesCompEmpBnftPaidAmt0137581
IRS990/PYTotalExpensesAmt0463841
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0453195
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22367
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0116433
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0203860
IRS990/SavingsAndTempCashInvstGrp/EOYAmt069021
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Special Event Gross Revenue Other Program Revenue
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0317175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0296693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0273753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0280265
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0339328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01507214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02629

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$274,846
Liabilities
$6,773
Net assets
$268,073
Revenue
$438,776
Expenses
$461,143
Net income
-$22,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.44$2.16$6.29$8.65$7.96$0.69
2023Detailed filing. Detailed filing data is available for this year.$5.64$0.05$5.59$2.03$2.89$0.87
2022Detailed filing. Detailed filing data is available for this year.$6.47$0.02$6.46$5.67$4.94$0.73
2021Detailed filing. Detailed filing data is available for this year.$6.26$0.06$6.20$6.26$4.42$1.84
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.03$4.31$4.45$3.53$0.91
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.08$3.31$3.97$3.67$0.30
2018Detailed filing. Detailed filing data is available for this year.$3.01$0.03$2.98$3.79$3.43$0.36
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.07$2.68$4.39$4.61$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.15$1.35$2.80$4.53$4.64$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.86$1.01$2.86$4.79$4.84$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.19$1.24$2.94$4.86$4.38$0.48
2013Detailed filing. Detailed filing data is available for this year.$3.52$1.09$2.43$4.52$2.88$1.63