Civic Intelligence

Rochester Schools Educational Foundation-Rochester Admin Cntr

990EZ • Fiscal year 2014 • EIN 37-1411629

Jul 01, 2013 to Jun 30, 2014 • Filed on Aug 26, 2014

Organization ProfileWWW.ROCHESTEREDUCATIONFOUNDATION.ORG
1 Rocket Drive62563

(217) 899-4399

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$120,592

Up $39,870 (+49%) from 2012

Net Assets

Up

$120,592

Up $39,870 (+49%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

$35,259

No earlier filing loaded for comparison.

Expenses

Down

$14,748

Down $11,006 (-43%) from 2012

Net Income

$20,511

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2014

Assets$120,592
Liabilities-
Net Assets$120,592
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$35,259
Expenses$14,748
Net Income$20,511
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Aug 26, 2014
Return Version
2013v3.1
Gross Receipts
$35,259
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

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 THE ROCHESTER SCHOOL DISTRICT IN ORDER TO ENRICH AND SUPPLEMENT THE EDUCATIONAL PROGRAMS OFFERED TO THE STUDENTS OF THE ROCHESTER COMMUNITY SCHOOL DISTRICT. THE GRANTS WERE FOR TUITION EXPENSES FOR INDIVIDUALS QUALIFYING UNDER THE ORGANIZATIONS REQUIREMENTS.$3,208$12,830
N/A--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG SIMPKINSPresident-$0--
SUE TUCKERVice-Preside-$0--
AIMEE JOHNSONTreasurer-$0--
KRISTEN REISSSecretary-$0--
RICH TEETERBoard Member-$0--
THOMAS BERTRANDBoard Member-$0--
Filing and Contact Details

Filer

EIN
37-1411629
Phone
2178994399

Signing Officer

Name
Aimee Johnson
Title
Treasurer
Phone
2178994399
Signed
2014-08-26
Discuss with paid preparer
Yes

Preparer

Preparer
David J Hensley CPA Ea
Phone
2177880750
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 247 web hosting 817 printing 158 mailings 346 other special events 124 rentals 1,485 prizes 4,950 catering 3,200 credit card processing 159 license and permits 28 office supplies 26 total 11,540”

Form 990-ez, Part III

“Accept contributions and disperse funds to support the efforts of the rochester community school district by enriching the educational programs.”

Form 990-ez, Part III, Line 31

“Grants made to the rochester school district in order to enrich and supplement the educational programs offered to the students of the rochester community school district. The grants were for tuition expenses for individuals qualifying under the organizations requirements.”

Raw XML Appendix141 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DOUG SIMPKINS
CompensationExplanation/CompensationExplanationGrp/PersonNm1SUE TUCKER
CompensationExplanation/CompensationExplanationGrp/PersonNm2AIMEE JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3KRISTEN REISS
CompensationExplanation/CompensationExplanationGrp/PersonNm4RICH TEETER
CompensationExplanation/CompensationExplanationGrp/PersonNm5THOMAS BERTRAND
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10ROCHESTER SCHOOLS EDUCATIONAL FNDTN
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine20C/O ROCHESTER ADMINISTRATIVE CENTER
IRS990EZ/BooksInCareOfDetail/PhoneNum02175251111
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101 ROCKET DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode062563
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100081
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0120592
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035119
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020511
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100081
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0120592
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03208
IRS990EZ/GrossReceiptsAmt035259
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0140
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100081
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0120592
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100081
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0120592
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG SIMPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE TUCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AIMEE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KRISTEN REISS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICH TEETER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5THOMAS BERTRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011540
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS MADE TO THE ROCHESTER SCHOOL DISTRICT IN ORDER TO ENRICH AND SUPPLEMENT THE EDUCATIONAL PROGRAMS OFFERED TO THE STUDENTS OF THE ROCHESTER COMMUNITY SCHOOL DISTRICT. THE GRANTS WERE FOR TUITION EXPENSES FOR INDIVIDUALS QUALIFYING UNDER THE ORGANIZATIONS REQUIREMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03208
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012830
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014748
IRS990EZ/TotalProgramServiceExpensesAmt012830
IRS990EZ/TotalRevenueAmt035259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROCHESTEREDUCATIONFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt035119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt024690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt023889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt023402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0141327
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0141327
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt035119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024690
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt023889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt023402
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0141327
IRS990ScheduleA/TotalSupportAmt0141327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 247 WEB HOSTING 817 PRINTING 158 MAILINGS 346 OTHER SPECIAL EVENTS 124 RENTALS 1,485 PRIZES 4,950 CATERING 3,200 CREDIT CARD PROCESSING 159 LICENSE AND PERMITS 28 OFFICE SUPPLIES 26 TOTAL 11,540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCEPT CONTRIBUTIONS AND DISPERSE FUNDS TO SUPPORT THE EFFORTS OF THE ROCHESTER COMMUNITY SCHOOL DISTRICT BY ENRICHING THE EDUCATIONAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS MADE TO THE ROCHESTER SCHOOL DISTRICT IN ORDER TO ENRICH AND SUPPLEMENT THE EDUCATIONAL PROGRAMS OFFERED TO THE STUDENTS OF THE ROCHESTER COMMUNITY SCHOOL DISTRICT. THE GRANTS WERE FOR TUITION EXPENSES FOR INDIVIDUALS QUALIFYING UNDER THE ORGANIZATIONS REQUIREMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIMEE JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02178994399
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROCHESTER SCHOOLS EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION-ROCHESTER ADMIN CNTR
ReturnHeader/Filer/BusinessNameControlTxt0ROCH
ReturnHeader/Filer/EIN0371411629
ReturnHeader/Filer/PhoneNum02178994399
ReturnHeader/Filer/USAddress/AddressLine101 ROCKET DRIVE
ReturnHeader/Filer/USAddress/City0ROCHESTER
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062563
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201820981
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DAVID J HENSLEY CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10850 S SPRING ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode062704
ReturnHeader/PreparerPersonGrp/PhoneNum02177880750
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J HENSLEY CPA EA
ReturnHeader/ReturnTs02014-09-08T12:34:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,592
Liabilities
-
Net assets
$120,592
Revenue
$35,259
Expenses
$14,748
Net income
$20,511
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