Civic Intelligence

Community Foundation of Greater Rochester

EIN 38-2476777 • 501(c)3 • Rochester, MI

Profile

The organization enhances the quality of life for people who live, work and play in the greater rochester area through philanthropy by building a permanent endowment.

PO Box 80431Rochester, MI 48307

www.cfound.org

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$96,223

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$15,821,151

Up $1,452,018 (+10%) from 2023

Liabilities

Down

$45,571

Down $23,648 (-34%) from 2023

Net Assets

Up

$15,775,580

Up $1,475,666 (+10%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin86th percentile

Revenue

Up

$3,454,059

Up $1,043,442 (+43%) from 2023

Expenses

Down

$2,028,744

Down $33,408 (-1.6%) from 2023

Net Income

Up

$1,425,315

Up $1,076,850 (+309%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $6,723,821Liabilities 2010: $62,836Net Assets 2010: $6,660,9852010Assets 2011: $6,579,879Liabilities 2011: $58,592Net Assets 2011: $6,521,2872011Assets 2012: $7,257,570Liabilities 2012: $57,356Net Assets 2012: $7,200,2142012Assets 2013: $7,796,502Liabilities 2013: $23,170Net Assets 2013: $7,773,3322013Assets 2014: $7,880,508Liabilities 2014: $12,350Net Assets 2014: $7,868,1582014Assets 2015: $7,043,127Liabilities 2015: $8,286Net Assets 2015: $7,034,8412015Assets 2016: $8,387,262Liabilities 2016: $1,027Net Assets 2016: $8,386,2352016Assets 2017: $9,533,934Liabilities 2017: $0Net Assets 2017: $9,533,9342017Assets 2018: $11,506,905Liabilities 2018: $0Net Assets 2018: $11,506,9052018Assets 2019: $12,673,810Liabilities 2019: $0Net Assets 2019: $12,673,8102019Assets 2020: $13,327,162Liabilities 2020: $0Net Assets 2020: $13,327,1622020Assets 2021: $14,036,326Liabilities 2021: $0Net Assets 2021: $14,036,3262021Assets 2022: $13,623,202Liabilities 2022: $20,500Net Assets 2022: $13,602,7022022Assets 2023: $14,369,133Liabilities 2023: $69,219Net Assets 2023: $14,299,9142023Assets 2024: $15,821,151Liabilities 2024: $45,571Net Assets 2024: $15,775,5802024

Highlighted filing

2024

Assets$15,821,151
Liabilities$45,571
Net Assets$15,775,580
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $741,6622010Expenses 2011: $782,9992011Revenue 2012: $1,434,125Expenses 2012: $892,017Net Income 2012: $542,1082012Revenue 2013: $1,066,432Expenses 2013: $928,483Net Income 2013: $137,9492013Revenue 2014: $971,446Expenses 2014: $835,612Net Income 2014: $135,8342014Revenue 2015: $862,725Expenses 2015: $1,439,163Net Income 2015: -$576,4382015Revenue 2016: $2,199,587Expenses 2016: $989,511Net Income 2016: $1,210,0762016Revenue 2017: $2,407,345Expenses 2017: $1,650,249Net Income 2017: $757,0962017Revenue 2018: $4,490,508Expenses 2018: $2,021,375Net Income 2018: $2,469,1332018Revenue 2019: $2,948,264Expenses 2019: $2,573,956Net Income 2019: $374,3082019Revenue 2020: $2,535,587Expenses 2020: $2,226,603Net Income 2020: $308,9842020Revenue 2021: $3,631,776Expenses 2021: $2,684,574Net Income 2021: $947,2022021Revenue 2022: $3,452,995Expenses 2022: $1,981,490Net Income 2022: $1,471,5052022Revenue 2023: $2,410,617Expenses 2023: $2,062,152Net Income 2023: $348,4652023Revenue 2024: $3,454,059Expenses 2024: $2,028,744Net Income 2024: $1,425,3152024

Highlighted filing

2024

Revenue$3,454,059
Expenses$2,028,744
Net Income$1,425,315
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,821,151
Liabilities
$45,571
Net assets
$15,775,580
Revenue
$3,454,059
Expenses
$2,028,744
Net income
$1,425,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.8$0.05$15.8$3.45$2.03$1.43
2023Detailed filing. Detailed filing data is available for this year.$14.4$0.07$14.3$2.41$2.06$0.35
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.02$13.6$3.45$1.98$1.47
2021Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$3.63$2.68$0.95
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$2.54$2.23$0.31
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$2.95$2.57$0.37
2018Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$4.49$2.02$2.47
2017Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$2.41$1.65$0.76
2016Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$2.20$0.99$1.21
2015Detailed filing. Detailed filing data is available for this year.$7.04$0.01$7.03$0.86$1.44$0.58
2014Detailed filing. Detailed filing data is available for this year.$7.88$0.01$7.87$0.97$0.84$0.14
2013Detailed filing. Detailed filing data is available for this year.$7.80$0.02$7.77$1.07$0.93$0.14
2012Summary only. Only limited summary data is available for this year.$7.26$0.06$7.20$1.43$0.89$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.58$0.06$6.52$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.72$0.06$6.66$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$15,194,865
Mission and Program Overview

Mission

The organization enhances the quality of life for people who live, work and play in the greater rochester area by building a permanent endowment through philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,324,977$15,012,532▲ $1,687,555
Savings and Temporary Cash Investments$599,046$480,861▼ $118,185
Cash and Non-Interest-Bearing Accounts$367,545$273,108▼ $94,437
Prepaid Expenses and Deferred Charges$8,346$9,079▲ $733
Total Assets$14,369,133$15,821,151▲ $1,452,018
Other Assets Total$69,219$45,571▼ $23,648
Liabilities
Other Liabilities$69,219$45,571▼ $23,648
Total Liabilities$69,219$45,571▼ $23,648
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,867,799$15,631,148▲ $1,763,349
Net Assets With Donor Restrictions$432,115$144,432▼ $287,683
Total Net Assets Fund Balance$14,299,914$15,775,580▲ $1,475,666
Total Liabilities and Net Assets / Fund Balance$14,369,133$15,821,151▲ $1,452,018

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$11,539,215$703,516▲ $1,398,464-$13,159,624
2023$10,426,285$258,452▲ $1,412,402-$11,539,215
2022$10,757,735$1,731,537▼ $1,662,689-$10,426,285
2021$9,656,857$405,123▲ $1,239,409-$10,757,735
2020$8,558,329$324,282▲ $1,142,569-$9,656,857
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Johanna H AllenPresidentFT$83,750$12,473$96,223

Board Members and Trustees

NameTitle
Nancy SalviaChair
Beth TalbertVice Chair
Angie SchmuckerTrustee
Anita SainiTrustee
Chad RinkeTrustee
Maria WillettTrustee
Pat CatlinTrustee
Russ SheltonTrustee
Ryan PriceTrustee
Susan BowyerTrustee
Vern PixleyTrustee
Susan TisdelSec/trs
Revenue and Support

Revenue Composition

Contributions and Grants
$2,002,585
Program Service Revenue
$0
Investment Income
$1,455,644
Other Revenue
$-4,170
All Other Contributions
$1,848,890
Change in Net Assets
$1,425,315

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,454,059
Revenue Not Reported on Form 990
$124,207
Total Revenue per Audited Statements
$3,578,266
Total Revenue per Form 990
$3,454,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,327,099
Grants and Similar Amounts Paid$541,577
Salaries, Compensation, and Employee Benefits$160,068
Total Fundraising Expense$42,308
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$378,382--$378,382
Grants to Domestic Individuals$163,195--$163,195
Current Officers, Directors, Trustees, and Key Employees$25,981$55,809$14,433$96,223
Fees for Service Investment Mgmnt Fees$78,931--$78,931
Other Salaries and Wages$14,148$30,391$7,860$52,399
Fees for Services Other$9,720$20,880$5,400$36,000
Occupancy$8,033$17,255$4,462$29,750
Information Technology$4,464$9,590$2,480$16,534
Fees for Services Accounting$4,185$8,989$2,325$15,499
Office Expenses$3,060$6,571$1,700$11,331
Payroll Taxes$2,822$6,060$1,567$10,449
Insurance$898$1,929$499$3,326
Conferences and Meetings$355$763$197$1,315
Other Employee Benefits$269$578$150$997
Other Expenses$350$371$195$371
Total Functional Expenses$1,822,474$163,962$42,308$2,028,744

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,102,600
Expenses per Audited Statements$2,028,744
Total Expenses per Form 990$2,028,744
Expenses Not Reported on Form 990$73,856
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Rochester HillsRochester Hills, MIGovPrograms/operations$75,516
Mayo ClinicRochester, MN3-$45,000
Rochester Area Neighborhood HouseRochester Hills, MI3Operations$33,500
VETERAN'S TRIBUTE OF OAKLAND TWPOakland, MI3-$26,000
Rochester Avon Recreation AuthorityRochester, MIGovProgramming$20,000
Blessings in a BackpackLouisville, KY3NAT'L PROG. DONATION$14,327
Farmington DdaFarmington, MIGovEconomic Development$11,500
Ocdsa Family Benevolent FundClarkston, MI3-$11,000
The Option InstituteSheffield, MA3General Programming$10,000
Rochester Kiwanis ClubRochester, MI3Programming$8,200
Michigan Sting Hockey ClubBeverly Hills, MI7Programs$6,500
Faith Works of MichiganRochester Hills, MI3Home Repair$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$70,057
Fundraising Gross Income$61,125
Gaming Gross Income$8,561
Gaming Direct Expenses$3,799
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tailgate Party$38,605$14,340$2,184$12,156
West Bloomfield$38,499$5,925$716$5,209
Total Events$214,820$61,125$70,057$-8,932
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$45,571
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
Yes
Other officer compensation reviewed
No
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

“Line 1a - voting rights of the governing body the community foundation of greater rochester has one level of volunteer service: the board of trustees. This is the governing body of the foundation with all legal powers and responsibilities. The board of trustees serves without compensation.”

Form 990, Page 6, Part VI, Line 11B

“The form is electronically distributed to the board of trustees prior to filing and reviewed at the next regularly scheduled board meeting with the governing body.”

Form 990, Page 6, Part VI, Line 12C

“All members of the board of trustees annually review a conflict of interest policy and are required to sign a conflict of interest statement. Conflict of interest statements are reviewed as part of the annual foundation audit. Deviations are reviewed by the board of trustees. If there are any conflicts noted the board evaluates them on a case by case basis to determine what, if any, corrective steps need to be taken. Members of the board with a conflict of interest are required to abstain from participating in decisions or actions or the consideration of decisions or actions in which they have a conflict of interest, and they cannot be present for the discussion or voting on any such matters unless expressly requested to provide information or interpretation.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is reviewed by the administrative committee.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Greater
EIN
38-2476777
Phone
2486082804
Address
PO BOX 80431, ROCHESTER, MI 48307

Signing Officer

Name
Johanna H Allen
Title
President
Phone
2486082804
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johanna H Allen
Formed
1983
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
100

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
43252 WOODWARD AVE STE 150, BLOOMFIELD HILLS, MI 48302
Preparer
Eric D Bischer
Phone
2483406050
Supplemental Narrative

Additional Explanations

Form 990

“All lines left blank are not applicable to the organization.”

Form 990, Part XI, Line 9

“Re-class sch g expenses 73,856 re-class sch g expenses -73,856”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds are either for the general benefit of the greater rochester area or to further the charitable goals of the donors that may extend beyond the greater rochester area.”

Schedule D, Page 3, Part X

“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for income taxes is included in the accompanying financial statements. All tax years from 2021 through the current year remain open to examination. The foundation does not believe that the results from any examination of these open years would have a material adverse effect on the foundation.”

Schedule D, Page 4, Part XI, Line 2D

“Re-class sch g expenses 73,856”

Schedule D, Page 4, Part XII, Line 2D

“Re-class sch g expenses 73,856”

Raw XML AppendixShowing 400 of 678 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.

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