Civic Intelligence

Rochester Schools Educational Foundation-Rochester Admin Cntr

990EZ • Fiscal year 2017 • EIN 37-1411629

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 31, 2018

Organization Profilewww.rochestereducationfoundation.org
1 Rocket DriveRochester, IL 62563

(217) 525-1111

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$131,030

Up $7,104 (+5.7%) from 2016

Net Assets

Up

$131,030

Up $7,104 (+5.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$24,923

Down $5,852 (-19%) from 2016

Expenses

Down

$17,819

Down $9,046 (-34%) from 2016

Net Income

Up

$7,104

Up $3,194 (+82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$131,030
Liabilities-
Net Assets$131,030
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

2017

Revenue$24,923
Expenses$17,819
Net Income$7,104
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$24,923
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.$7,957$9,192
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug SimpkinsPresident-$0--
Aimee JohnsonTreasurer-$0--
Kristen ReissSecretary-$0--
Rich TeeterDirector-$0--
Dianne BortmessDirector-$0--
Lynn LeachDirector-$0--
Chris EversonDirector-$0--
Ashley CokerDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Aimee Johnson
Title
Treasurer
Signed
2018-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Pehlman & Dold PC
Address
100 North Amos Avenue, Springfield, IL 62702-4739
Preparer
Jamie Nichols
Phone
2177870563
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: Rochester CUSD 3a | Cash Amount Given: $5119”

Other Expenses.1001

“Advertising and Promotion $137”

Other Expenses.1002

“Office Expenses $170”

Other Expenses.1012

“Insurance $250”

Other Expenses.1

“Food and Drinks $3375”

Other Expenses.2

“Rental Fees $2085”

Other Expenses.3

“Reimbursement of Prior Year $1073”

Other Expenses.4

“Web Hosting $930”

Other Expenses.5

“Prizes $500”

Other Expenses.6

“Professional Fees $500”

Other Expenses.7

“Trivia Workshop $500”

Other Expenses.8

“Credit Card and Bank Fees $142”

Other Expenses.9

“Liscenses, permits, and fees $28”

Raw XML Appendix174 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/BOYAmt0123926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0131030
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IRS990EZ/ContributionsGiftsGrantsEtcAmt024785
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07104
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08119
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0138
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Doug Simpkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Aimee Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kristen Reiss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rich Teeter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dianne Bortmess
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lynn Leach
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Chris Everson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ashley Coker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09690
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/PrintingPublicationsPostageAmt010
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/GrantsAndAllocationsAmt07957
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09192
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017819
IRS990EZ/TotalProgramServiceExpensesAmt07957
IRS990EZ/TotalRevenueAmt024923
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.rochestereducationfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024785
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt033809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt035119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158572
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0158572
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024785
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt033809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt035119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034227
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158572
IRS990ScheduleA/TotalSupportAmt0158572
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rochester CUSD 3a | Cash Amount Given: $5119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food and Drinks $3375
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Rental Fees $2085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Reimbursement of Prior Year $1073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Web Hosting $930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prizes $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Professional Fees $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Trivia Workshop $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Credit Card and Bank Fees $142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Liscenses, permits, and fees $28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Aimee Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pehlman & Dold PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 North Amos Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Springfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0627024739
ReturnHeader/PreparerPersonGrp/PhoneNum02177870563
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Nichols
ReturnHeader/ReturnTs02018-01-31T12:52:51-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$131,030
Liabilities
-
Net assets
$131,030
Revenue
$24,923
Expenses
$17,819
Net income
$7,104
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