Civic Intelligence

Rochester Schools Educational Foundation

EIN 37-1411629 • 501(c)3 • Rochester, IL

Profile

Accept contributions and disperse funds to support the efforts of the Rochester Community School District by enriching the educational programs

1 Rocket DriveRochester, IL 62563

www.rochestereducationfoundation.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

3rd percentile

-742%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-64%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-59%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$86,042

Down $152,141 (-64%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$86,042

Down $152,141 (-64%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$20,503

Down $29,964 (-59%) from 2023

Expenses

Up

$172,644

Up $134,959 (+358%) from 2023

Net Income

Down

-$152,141

Down $164,923 (-1290%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$300K$200K$100K$0Assets 2010: $96,863Liabilities 2010: $0Net Assets 2010: $96,8632010Assets 2012: $80,722Liabilities 2012: $0Net Assets 2012: $80,7222012Assets 2014: $120,592Net Assets 2014: $120,5922014Assets 2015: $120,016Net Assets 2015: $120,0162015Assets 2016: $123,926Net Assets 2016: $123,9262016Assets 2017: $131,030Net Assets 2017: $131,0302017Assets 2018: $145,543Net Assets 2018: $145,5432018Assets 2019: $139,967Net Assets 2019: $139,9672019Assets 2020: $161,136Net Assets 2020: $161,1362020Assets 2021: $165,984Net Assets 2021: $165,9842021Assets 2022: $225,401Net Assets 2022: $225,4012022Assets 2023: $238,183Net Assets 2023: $238,1832023Assets 2024: $86,042Net Assets 2024: $86,0422024

Highlighted filing

2024

Assets$86,042
Liabilities-
Net Assets$86,042
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $3,0102010Expenses 2012: $25,7542012Revenue 2014: $35,259Expenses 2014: $14,748Net Income 2014: $20,5112014Revenue 2015: $33,954Expenses 2015: $34,531Net Income 2015: -$5772015Revenue 2016: $30,775Expenses 2016: $26,865Net Income 2016: $3,9102016Revenue 2017: $24,923Expenses 2017: $17,819Net Income 2017: $7,1042017Revenue 2018: $37,174Expenses 2018: $22,661Net Income 2018: $14,5132018Revenue 2019: $30,164Expenses 2019: $35,740Net Income 2019: -$5,5762019Revenue 2020: $43,265Expenses 2020: $22,096Net Income 2020: $21,1692020Revenue 2021: $28,451Expenses 2021: $23,603Net Income 2021: $4,8482021Revenue 2022: $62,417Expenses 2022: $3,000Net Income 2022: $59,4172022Revenue 2023: $50,467Expenses 2023: $37,685Net Income 2023: $12,7822023Revenue 2024: $20,503Expenses 2024: $172,644Net Income 2024: -$152,1412024

Highlighted filing

2024

Revenue$20,503
Expenses$172,644
Net Income-$152,141
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$86,042
Liabilities
-
Net assets
$86,042
Revenue
$20,503
Expenses
$172,644
Net income
-$152,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.21$1.73$1.52
2023Detailed filing. Detailed filing data is available for this year.$2.38$2.38$0.50$0.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.25$2.25$0.62$0.03$0.59
2021Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.28$0.24$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.43$0.22$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.30$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.37$0.23$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.25$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.31$0.27$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.20$1.20$0.34$0.35$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.21$1.21$0.35$0.15$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$31,871
Mission and Program Overview

Mission

Accept contributions and disperse funds to support the efforts of the Rochester Community School District by enriching the educational programs

Program Services

DescriptionGrantsExpenses
Grants made to Rochester School District/District Organizations/District Students in order to enrich and supplement the educational programs offered to the students of the Rochester Community School District. Grants for tuition expenses to individuals must qualify under the organizations requirements.$170,634-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lauren SteadPresident-$0--
Cassie LittleTreasurer-$0--
Cristin GoldberrySecretary-$0--
Mackenzie MontgomeryVice President-$0--
Britni BeckDirector-$0--
Allyson DieboldDirector-$0--
Nicole MooreDirector-$0--
Cara FlemingDirector-$0--
Sarah RockwoodDirector-$0--
Sheila GoldberryDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tailgate Event$28,696$28,696$10,057$18,639
Total Events$28,696$28,696$11,368$17,328
Filing and Contact Details

Filer

Filer Name
Rochester Schools Educational Foundation
EIN
37-1411629
Address
1 Rocket Drive, Rochester, IL 62563

Signing Officer

Name
Cassie Little
Title
Treasurer
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Pehlman & Dold PC
Address
100 North Amos Avenue, Springfield, IL 62702
Preparer
Jamie Nichols
Phone
2177870563
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Grants | Cash Amount Given: $166634”

Other Expenses.1

“Storage $420”

Other Expenses.2

“Website $386”

Other Expenses.3

“Miscellaneous Expense $147”

Other Expenses.4

“License & Fees $133”

Other Expenses.6

“Annual meeting $10”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum02175251111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 Rocket Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rochester
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd062563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0238183
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt086042
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03020
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-152141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0841
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0238183
IRS990EZ/Form990TotalAssetsGrp/EOYAmt086042
IRS990EZ/FundraisingGrossIncomeAmt028696
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0170634
IRS990EZ/GrossReceiptsAmt031871
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0155
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0238183
IRS990EZ/NetAssetsOrFundBalancesEOYAmt086042
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0238183
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt086042
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lauren Stead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cassie Little
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cristin Goldberry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mackenzie Montgomery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Britni Beck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Allyson Diebold
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nicole Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Cara Fleming
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Sarah Rockwood
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sheila Goldberry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01096
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Accept contributions and disperse funds to support the efforts of the Rochester Community School District by enriching the educational programs
IRS990EZ/PrintingPublicationsPostageAmt073
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants made to Rochester School District/District Organizations/District Students in order to enrich and supplement the educational programs offered to the students of the Rochester Community School District. Grants for tuition expenses to individuals must qualify under the organizations requirements.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0170634
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011368
IRS990EZ/SpecialEventsNetIncomeLossAmt017328
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0172644
IRS990EZ/TotalRevenueAmt020503
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rochestereducationfoundation.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt028040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt093360
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0116
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0233
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt022925
IRS990ScheduleA/OtherIncome170Grp/TotalAmt022925
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt093360
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03020
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028040
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt093360
IRS990ScheduleA/TotalSupportAmt0116518
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011368
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Tailgate Event
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028696
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017328
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010057
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010057
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01311
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Grants | Cash Amount Given: $166634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Storage $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website $386
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous Expense $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4License & Fees $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annual meeting $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cassie Little
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rochester Schools Educational Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0- Rochester Admin Cntr
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0371411629
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Rocket Drive
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062563
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371236680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pehlman & Dold PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 North Amos Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062702
ReturnHeader/PreparerPersonGrp/PhoneNum02177870563
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Nichols
ReturnHeader/ReturnTs02024-11-06T10:06:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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