Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Rochester Area Foundation
990 • Fiscal year 2019 • EIN 41-6017740
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
46th percentile
Higher debt load relative to revenue than 46% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
18th percentile
Higher top officer pay than 18% of similar nonprofits.
Top officer pay equals 1.5% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Up$38,103,860
Up $4,870,428 (+15%) from 2018
Net Assets
Up$35,896,563
Up $5,086,881 (+17%) from 2018
Liabilities
Down$2,207,297
Down $216,453 (-8.9%) from 2018
Revenue And Expenses
Revenue
Up$8,835,070
Up $3,347,784 (+61%) from 2018
Expenses
Down$3,876,925
Down $185,674 (-4.6%) from 2018
Net Income
Up$4,958,145
Up $3,533,458 (+248%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2019 to Dec 31, 2019
- Signed
- Nov 14, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $8,894,168
Mission and Program Overview
Mission
Building and enhancing the quality of life in the greater rochester area through philanthropic leadership and community partnerships.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $24,375,624 | $29,589,606 | ▲ $5,213,982 |
| Savings and Temporary Cash Investments | $5,221,635 | $3,015,858 | ▼ $2,205,777 |
| Land, Buildings, and Equipment, Net | $2,313,232 | $2,227,789 | ▼ $85,443 |
| Pledges and Grants Receivable | $91,359 | $2,118,695 | ▲ $2,027,336 |
| Cash and Non-Interest-Bearing Accounts | $656,419 | $375,457 | ▼ $280,962 |
| Prepaid Expenses and Deferred Charges | $27,950 | $33,853 | ▲ $5,903 |
| Total Assets | $33,233,432 | $38,103,860 | ▲ $4,870,428 |
| Other Assets Total | $547,213 | $742,602 | ▲ $195,389 |
| Liabilities | |||
| Other Liabilities | $1,583,507 | $1,298,520 | ▼ $284,987 |
| Mortgage Notes Payable Secured by Investment Property | $668,273 | $632,565 | ▼ $35,708 |
| Accounts Payable and Accrued Expenses | $81,357 | $180,703 | ▲ $99,346 |
| Grants Payable | $90,613 | $95,509 | ▲ $4,896 |
| Total Liabilities | $2,423,750 | $2,207,297 | ▼ $216,453 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $27,012,002 | $31,361,823 | ▲ $4,349,821 |
| Net Assets With Donor Restrictions | $3,797,680 | $4,534,740 | ▲ $737,060 |
| Total Net Assets Fund Balance | $30,809,682 | $35,896,563 | ▲ $5,086,881 |
| Total Liabilities and Net Assets / Fund Balance | $33,233,432 | $38,103,860 | ▲ $4,870,428 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,967,407 | $105,375 | $2,072,782 |
| Equipment | $20,713 | $301,432 | $322,145 |
| Land | $239,669 | - | $239,669 |
| Other Securities | $29,589,606 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2019 | $16,868,730 | $1,240,322 | ▲ $2,439,347 | $856,388 | $12,857,808 |
| 2018 | $18,773,665 | $1,429,612 | ▼ $1,161,500 | $517,436 | $16,863,730 |
| 2017 | $16,349,386 | $850,945 | ▲ $2,221,166 | $323,916 | $18,773,665 |
| 2016 | $16,050,796 | $1,289,256 | ▲ $622,130 | $806,398 | $16,349,386 |
| 2015 | $16,918,656 | $838,735 | ▼ $322,431 | $692,082 | $16,050,796 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Jennifer Woodford | Executive Director | PT | $97,761 | $35,583 | $133,344 |
Board Members and Trustees
| Name | Title |
|---|---|
| Mark Utz | Chair |
| Don Supalla | Vice-chair |
| Greg Layton | Vice-chair |
| Dave Oeth | Trustee |
| Karel Weigel | Trustee |
| Kathryn Lombardo | Trustee |
| Larry Koshire | Trustee |
| Lisa Clarke | Trustee |
| Mary Ehmke | Trustee |
| Mike Paradise | Trustee |
| Paul Gorman | Trustee |
| Steven Spohn | Trustee |
| Tony Benson | Trustee |
| Walt Ling | Trustee |
| Denise Kelly | Secretary |
| Brad Schmidt | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $4,457,420
- Program Service Revenue
- $45,072
- Investment Income
- $4,357,784
- Other Revenue
- $-25,206
- All Other Contributions
- $4,409,211
- Change in Net Assets
- $4,958,145
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 52 | $1,080,090 | Fair Market Value |
| Total Noncash Contributions | 52 | $1,080,090 | - |
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $3,050,605 |
| Salaries, Compensation, and Employee Benefits | $512,708 |
| Other Expenses | $313,612 |
| Total Fundraising Expense | $132,930 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $3,050,605 | - | - | $3,050,605 |
| Other Salaries and Wages | $148,532 | $110,608 | $56,885 | $316,025 |
| Current Officers, Directors, Trustees, and Key Employees | $47,004 | $35,003 | $18,001 | $100,008 |
| Conferences and Meetings | $30,192 | $42,397 | $13,356 | $85,945 |
| Other Employee Benefits | $31,103 | $23,162 | $11,912 | $66,177 |
| All Other Expenses | $19,225 | $14,316 | $7,362 | $40,903 |
| Payroll Taxes | $14,334 | $10,674 | $5,490 | $30,498 |
| Occupancy | $12,407 | $9,239 | $4,752 | $26,398 |
| Fees for Services Accounting | $10,679 | $7,952 | $4,090 | $22,721 |
| Advertising | $10,001 | $7,447 | $3,830 | $21,278 |
| Office Expenses | $5,916 | $9,357 | $966 | $16,239 |
| Depreciation Depletion | $7,097 | $5,285 | $2,718 | $15,100 |
| Other Expenses | $970 | $7,760 | $970 | $9,700 |
| Fees for Services Other | $2,350 | $1,750 | $900 | $5,000 |
| Insurance | $2,203 | $1,640 | $844 | $4,687 |
| Travel | $1,453 | $872 | $580 | $2,905 |
| Fees for Services Legal | $408 | $304 | $156 | $868 |
| Interest | $308 | $230 | $118 | $656 |
| Total Functional Expenses | $3,429,872 | $314,123 | $132,930 | $3,876,925 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| American Endowment Foundation | Hudson, OH | 501(c)(3) | Close Out Fund | $391,617 |
| First Homes | Rochester, MN | 501(c)(3) | Projects | $340,000 |
| Bear Creek Christian Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $245,288 |
| Christ United Methodist Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $174,200 |
| Jeremiah Program | Rochester, MN | 501(c)(3) | General Operating Expenses | $160,400 |
| United Way of Olmsted County | Rochester, MN | 501(c)(3) | General Operating Expenses | $94,903 |
| The Reading Center | Rochester, MN | 501(c)(3) | General Operating Expenses | $75,272 |
| Pacelli Catholic School | Austin, MN | 501(c)(3) | General Operating Expenses | $75,000 |
| Ronald Mcdonald House | Rochester, MN | 501(c)(3) | General Operating Expenses | $61,000 |
| Veterans & Emergency Services Museum | Rochester, MN | 501(c)(3) | General Operating Expenses | $50,000 |
| Stewartville Area Foundation | Stewartville, MN | 501(c)(3) | General Operating Expenses | $45,000 |
| Channel One Food Bank | Rochester, MN | 501(c)(3) | General Operating Expenses | $42,150 |
| Boys & Girls Club of Rochester | Rochester, MN | 501(c)(3) | General Operating Expenses | $34,975 |
| Salvation Army - Rochester | Rochester, MN | 501(c)(3) | General Operating Expenses | $33,915 |
| Big Sky Community Organization | Big Sky, MT | 501(c)(3) | General Operating Expenses | $33,000 |
| Holy Family Academy | Phoenix, AZ | 501(c)(3) | General Operating Expenses | $32,000 |
| Ability Building Community | Rochester, MN | 501(c)(3) | General Operating Expenses | $24,275 |
| Spark a Place of Play | Rochester, MN | 501(c)(3) | General Operating Expenses | $23,200 |
| Planned Parenthood Mn Sd Nd | St Paul, MN | 501(c)(3) | General Operating Expenses | $22,500 |
| Accessible Space | St Paul, MN | 501(c)(3) | General Operating Expenses | $20,000 |
| Gloria Dei Lutheran Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $20,000 |
| Immigrant Justice Corps | New York, NY | 501(c)(3) | General Operating Expenses | $20,000 |
| Mta Foundation | St Paul, MN | 501(c)(3) | General Operating Expenses | $20,000 |
| Dodge Center Foundation | Dodge Center, MN | 501(c)(3) | General Operating Expenses | $19,000 |
| Legal Assistance of Olmsted County | Rochester, MN | 501(c)(3) | General Operating Expenses | $18,450 |
| Gift of Life Transplant House | Rochester, MN | 501(c)(3) | General Operating Expenses | $17,950 |
| Dorothy Day Hospitality House | Rochester, MN | 501(c)(3) | General Operating Expenses | $16,900 |
| Lourdes Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $16,850 |
| History Center of Olmsted County | Rochester, MN | 501(c)(3) | General Operating Expenses | $16,800 |
| Arc Se Minnesota | Rochester, MN | 501(c)(3) | General Operating Expenses | $16,600 |
| Our Lady of Sorrows Catholic Church | Phoenix, AZ | 501(c)(3) | General Operating Expenses | $16,500 |
| Rochester Community & Technical College | Rochester, MN | Governmental | Scholarships | $16,000 |
| Salem Road Covenant Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $16,000 |
| Zumbro Lutheran Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $16,000 |
| Next Chapter Ministries | Rochester, MN | 501(c)(3) | General Operating Expenses | $15,500 |
| St Joan of Arc Catholic Church | St Louis, MO | 501(c)(3) | General Operating Expenses | $15,000 |
| Nami Southeast Minnesota | Rochester, MN | 501(c)(3) | General Operating Expenses | $14,950 |
| Rochester Park & Recreation | Rochester, MN | 501(c)(3) | General Operating Expenses | $14,946 |
| Congregational Church United Church of Christ | Rochester, MN | 501(c)(3) | General Operating Expenses | $14,600 |
| Seasons Hospice | Rochester, MN | 501(c)(3) | General Operating Expenses | $13,600 |
| Diversity Council | Rochester, MN | 501(c)(3) | General Operating Expenses | $13,300 |
| Rochester Area Family Y | Rochester, MN | 501(c)(3) | General Operating Expenses | $13,300 |
| Ironwood Springs Christian Ranch | Stewartville, MN | 501(c)(3) | General Operating Expenses | $13,160 |
| ST LUKE'S EPISCOPAL CHURCH | Rochester, MN | 501(c)(3) | General Operating Expenses | $12,400 |
| Coldwater Foundation for Leadership | Grand Marais, MN | 501(c)(3) | General Operating Expenses | $12,000 |
| Highlands Church of Scottsdale | Scottsdale, AZ | 501(c)(3) | General Operating Expenses | $12,000 |
| Holy Spirit Catholic Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $12,000 |
| Mayo Clinic | Rochester, MN | 501(c)(3) | Projects | $12,000 |
| Kingsland High School | Spring Valley, MN | Governmental | General Operating Expenses | $10,500 |
| St John the Evangelist Catholic Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $10,300 |
| Austin Recreation Center | Austin, MN | 501(c)(3) | General Operating Expenses | $10,000 |
| Baltimore School for the Arts Foundation | Baltimore, MD | 501(c)(3) | General Operating Expenses | $10,000 |
| Boys & Girls Club of the Twin Cities | St Paul, MN | 501(c)(3) | General Operating Expenses | $10,000 |
| Commonweal Theatre Company | Lanesboro, MN | 501(c)(3) | General Operating Expenses | $10,000 |
| Give Kids the World | Kissimmee, FL | 501(c)(3) | General Operating Expenses | $10,000 |
| Hosanna Luthern Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $10,000 |
| St Ambrose University | Davenport, IA | 501(c)(3) | Scholarships | $10,000 |
| The Nature Conservancy | Minneapolis, MN | 501(c)(3) | General Operating Expenses | $10,000 |
| University of Minnesota | Minneapolis, MN | Governmental | Scholarships | $10,000 |
| Chatfield Public School | Chatfield, MN | Governmental | General Operating Expenses | $9,700 |
| WOMEN'S SHELTER & SUPPORT CENTER | Rochester, MN | 501(c)(3) | General Operating Expenses | $9,600 |
| Paralyzed Veterans of America | Washington, DC | 501(c)(3) | General Operating Expenses | $9,468 |
| ST JOHN'S LUTHERAN CHURCH | Kasson, MN | 501(c)(3) | General Operating Expenses | $9,360 |
| Rochester Symphony Orchestra & Chorale | Rochester, MN | 501(c)(3) | General Operating Expenses | $9,070 |
| Family Means | Stillwater, MN | 501(c)(3) | General Operating Expenses | $9,000 |
| Chosen Valley Community Foundation | Chatfield, MN | 501(c)(3) | General Operating Expenses | $8,772 |
| Semcac | Rushford, MN | 501(c)(3) | General Operating Expenses | $8,500 |
| University of Wisconsin-river Falls | River Falls, WI | Governmental | Scholarships | $8,500 |
| Good Earth Village | Spring Valley, MN | 501(c)(3) | General Operating Expenses | $8,450 |
| Synergy and Leadership Exchange | North Mankato, MN | 501(c)(3) | General Operating Expenses | $8,300 |
| Zumbro Valley Health Center | Rochester, MN | 501(c)(3) | General Operating Expenses | $7,750 |
| Eagle Bluff Environmental Learning | Lanesboro, MN | 501(c)(3) | General Operating Expenses | $7,550 |
| ST MARY'S ON THE LAKE CATHOLIC CHURCH | Lake City, MN | 501(c)(3) | General Operating Expenses | $7,350 |
| Heart of Dance | Minneapolis, MN | 501(c)(3) | General Operating Expenses | $7,200 |
| Stewartville Area History Center | Stewartville, MN | 501(c)(3) | General Operating Expenses | $7,100 |
| Grace Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $7,000 |
| Make a Wish Foundation | St Paul, MN | 501(c)(3) | General Operating Expenses | $7,000 |
| Olmsted County Historical Society | Rochester, MN | 501(c)(3) | General Operating Expenses | $7,000 |
| Winona State University | Wiiona, MN | Governmental | Scholarships | $7,000 |
| American Red Cross of Se Mn | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,700 |
| First Presbyterian Church | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,550 |
| Greater Rochester Arts & Cultural Trust | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,500 |
| Rotary Club of Rochester Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,350 |
| Hiawatha Homes Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,344 |
| Camp Olson | Longville, MN | 501(c)(3) | General Operating Expenses | $6,300 |
| South Dakota State University Foundation | Brookings, SD | 501(c)(3) | Scholarships | $6,007 |
| Catholic Relief Services | Baltimore, MD | 501(c)(3) | General Operating Expenses | $6,000 |
| Gamehaven Council Bsa | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,000 |
| Rochester Area Chamber of Commerce Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $6,000 |
| Southern Minnesota Initiative Foundation | Owatonna, MN | 501(c)(3) | General Operating Expenses | $6,000 |
| Winona State University Foundation | Winona, MN | 501(c)(3) | Scholarships | $6,000 |
| Youth Outreach United | Lawrenceville, GA | 501(c)(3) | General Operating Expenses | $6,000 |
| American Cancer Society Hope Lodge | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,700 |
| Rochester Public School Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,700 |
| Minnesota Adult and Teen Challenge | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,650 |
| Rochester Catholic Schools | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,500 |
| Food for the Poor | Coconut Creek, FL | 501(c)(3) | General Operating Expenses | $5,400 |
| Somalia Rebuild | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,350 |
| Exercisabilities | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,150 |
| Family Promise Rochester | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,000 |
| Listos Preschool and Childcare | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,000 |
| Olmsted Medical Center Foundation | Rochester, MN | 501(c)(3) | General Operating Expenses | $5,000 |
| Orthopaedic Foot and Ankle Foundation | Rosemont, IL | 501(c)(3) | General Operating Expenses | $5,000 |
| Raices | San Antonio, TX | 501(c)(3) | General Operating Expenses | $5,000 |
| Second Harvest Food Bank of Santa Clara | San Jose, CA | 501(c)(3) | General Operating Expenses | $5,000 |
| United Way of Dodge County | Dodge Center, MN | 501(c)(3) | General Operating Expenses | $5,000 |
| Warren Miller Performing Arts Center | Gallatin Gateway, MT | 501(c)(3) | General Operating Expenses | $5,000 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $15,010 |
| Fundraising Direct Expenses | $13,336 |
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Gala/dinner | $51,669 | $3,460 | $2,485 | $975 |
| Total Events | $51,669 | $3,460 | $13,336 | $-9,876 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Refundable Advances | $749,915 |
| Unitrust Obligations | $528,000 |
| Due to Affiliates | $13,653 |
| Annuities Payable | $6,952 |
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 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- Yes
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, Line 1
“The executive committee is made up of the officers of the board of directors. The president of the rochester area foundation serves as an ex-officio member. During the intervals between meetings of the board of directors, the executive committee shall exercise all powers of the board of directors in the management and direction of the business and conduct the affairs of the foundation. No policy or action adopted or taken by the executive committee shall continue effective unless approved at the next meeting of the board of directors.”
Form 990, Part VI, Section A, Line 4
“Below includes a list of changes to the rochester area foundation's bylaws during 2019: - added sentence per national standards "the board of trustees is independent of foundation employees and is the ultimate governing body of the foundation." - updated terms to include one additional year for trustee serving as past chair (not to exceed 12 consecutive years) - added past chair to list of officers of rochester area foundation - added section with duties for past chair "the past chair shall perform such duties as shall from time to time be assigned by the board of trustees." - added impact finance and raf properties as supporting organizations to match 990s and other governance documents”
Form 990, Part VI, Section B, Line 11B
“An electronic copy of form 990 is provided to the board of directors for review prior to filing with the irs.”
Form 990, Part VI, Section B, Line 12C
“Officers, directors, trustees, and key employees are annually required to fill out and sign disclosure form. They must also verbally indicate whether a conflict exists and abstain from voting at board meetings.”
Form 990, Part VI, Section B, Line 15A
“The compensation of the executive director of the rochester area foundation is determined by the executive committee of the board of directors using comparability data from the council of foundations. The compensation of the organization's officers and key employees is determined by the executive director of the rochester area foundation using comparability data from the council of foundations and increases are based on merit.”
Form 990, Part VI, Section C, Line 19
“Governing documents, conflict of interest policy and/or financial statements may be obtained by the public on the organization's website or upon request for the same period of disclosure as set forth in section 6104(d).”
Filing and Contact Details
Filer
- Filer Name
- Rochester Area Foundation
- EIN
- 41-6017740
- Phone
- 5072820203
- Address
- 12 ELTON HILLS DRIVE NW, ROCHESTER, MN 55901
Signing Officer
- Name
- Jennifer Woodford
- Title
- President
- Phone
- 5072820203
- Signed
- 2020-11-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Jennifer Woodford
- Formed
- 1944
- Legal Domicile
- Mn
- Voting Board Members
- 16
- Independent Board Members
- 16
- Employees
- 10
- Volunteers
- 39
Preparer
- Firm
- Rsm US Llp
- Address
- 801 NICOLLET MALL WEST TOWER STE, 1100, MINNEAPOLIS, MN 55402-2526
- Preparer
- Kacie Mcewen
- Phone
- 6123324300
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Change in value of split interest 128,783.”
FORM 990, PART XI, LINE 2C:
“The finance committee has the responsibility for oversight of the audit and selection of an independent accountant. The process has not changed from the prior year.”
Financial Statement Notes
PART V, LINE 4:
“The foundation's endowment consists of 118 individual funds established for a variety of purposes. Its endowment includes both donor-restricted funds and funds designated by the board of trustees to function as endowments. The administrative expenes for 2019 includes $6,522,287 of board designated funds that were previously included in prior year endowment balances, however, were reclassified by the board to be excluded.”
PART X, LINE 2:
“The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The foundation believes that no significant uncertain tax positions have been taken in its tax returns. At december 31, 2019 generally, the federal and minnesota tax returns for the foundation are open for examination by taxing authorities for the years 2017 to 2019. At december 31, 2019, the foundation did not record any liabilities for uncertain tax positions.”
Raw XML AppendixShowing 400 of 1,738 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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|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 81357 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 180703 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 3830 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 7447 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 10001 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 21278 |
| IRS990/AllOtherContributionsAmt | 0 | 4409211 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 7362 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 14316 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 19225 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 40903 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JENNIFER WOODFORD |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5072820203 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 12 ELTON HILLS DRIVE NW |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCHESTER |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55901 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 656419 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 375457 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 1 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 18001 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 35003 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 47004 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 100008 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 13356 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 42397 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 30192 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 85945 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 48209 |
| IRS990/CreditCounselingInd | 0 | 1 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 4457420 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 3050605 |
| IRS990/CYInvestmentIncomeAmt | 0 | 4357784 |
| IRS990/CYOtherExpensesAmt | 0 | 313612 |
| IRS990/CYOtherRevenueAmt | 0 | -25206 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 45072 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 4958145 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 512708 |
| IRS990/CYTotalExpensesAmt | 0 | 3876925 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 132930 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 8835070 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 2718 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 5285 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 7097 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 15100 |
| IRS990/Desc | 0 | ROCHESTER AREA FOUNDATION (RAF) CURRENTLY SERVES EMERGING CHARITABLE PROJECTS WITH FISCAL SPONSORSHIP ARRANGEMENTS AS THEY DEVELOP INNOVATIVE RESPONSES TO UNMET COMMUNITY NEEDS. FISCALLY SPONSORED PROJECTS CAN ACCEPT TAX-DEDUCTIBLE DONATIONS FROM INDIVIDUALS AND GRANTMAKERS WHILE FOCUSING ON PROGRAM WORK AND FUNDRAISING.GRANTS WERE PROVIDED TO SUPPORT DENTAL CARE FOR UNDERSERVED CHILDREN AND PREGNANT MOTHERS, PROVIDE TRAINING FOR CHILDREN'S MUSEUM STAFF IN THE NEEDS OF AUTISTIC CHILDREN WHO ARE LEARNING AND PLAYING IN THE MUSEUM, HELP ADD A FULL-TIME SOCIAL WORKER TO THE LOCAL LIBRARY TO CONNECT UNDERSERVED PEOPLE TO SUPPORT SERVICES AND REDUCING BARRIERS AND PROVIDING MENTORING AND SUPPORT, ASSIST WITH PROVIDING SHORT-TERM SOBER HOUSING AND RECOVERY SUPPORT TO INDIVIDUALS AWAITING PLACEMENT IN A RESIDENTIAL TREATMENT PROGRAM FOR ADDICTION, AND HELP RECRUIT VOLUNTEER DRIVERS WHO ARE TRANSPORTING SENIORS IN OUR COMMUNITY TO NON-MEDICAL APPOINTMENTS.. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 3797680 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 4534740 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 10 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3429872 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 4090 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 7952 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 10679 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 22721 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 156 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 304 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 408 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 868 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 900 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 1750 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 2350 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 5000 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 12.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 2.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 1.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 1.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 30.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 4.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 2996 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JENNIFER WOODFORD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARK UTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GREG LAYTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DON SUPALLA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | BRAD SCHMIDT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DENISE KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | TONY BENSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | LISA CLARKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MARY EHMKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | PAUL GORMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | LARRY KOSHIRE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | WALT LING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | KATHRYN LOMBARDO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | DAVE OETH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MIKE PARADISE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | STEVEN SPOHN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | KAREL WEIGEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 97761 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 32587 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | VICE-CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1944 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 48209 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 13336 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 15010 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 4004036 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantAmt | 0 | 3050605 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 90613 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 95509 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 3050605 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 3050605 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 4004036 |
| IRS990/GrossReceiptsAmt | 0 | 8894168 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 18882 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 16 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 844 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1640 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 2203 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4687 |
| IRS990/InterestGrp/FundraisingAmt | 0 | 118 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 230 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 308 |
| IRS990/InterestGrp/TotalAmt | 0 | 656 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 353748 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 353748 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 24375624 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 29589606 |
| IRS990/IRPDocumentCnt | 0 | 11 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 406807 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 2313232 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2227789 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2634596 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 0 |
| IRS990/LessRentalExpensesGrp/RealAmt | 0 | 45762 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | BUILDING AND ENHANCING THE QUALITY OF LIFE IN THE GREATER ROCHESTER AREA THROUGH PHILANTHROPIC LEADERSHIP AND COMMUNITY PARTNERSHIPS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 668273 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 632565 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 30809682 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 35896563 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 4004036 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 4004036 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | 1674 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 1674 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | -9917 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | -26880 |
| IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt | 0 | -16963 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | -16962 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 27012002 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 31361823 |
| IRS990/NoncashContributionsAmt | 0 | 1080090 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 4752 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 9239 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 12407 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 26398 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 966 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 9357 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 5916 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 16239 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 547213 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 742602 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 128783 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 11912 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 23162 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 31103 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 66177 |
| IRS990/OtherExpensesGrp/Desc | 0 | REPAIRS AND MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 1 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 970 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 26127 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 7760 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 35085 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 970 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 61212 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 9700 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 1583507 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1298520 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 56885 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 110608 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 148532 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 316025 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 5490 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 10674 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 14334 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 30498 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 91359 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 2118695 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 27950 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 33853 |
| IRS990/PrincipalOfficerNm | 0 | JENNIFER WOODFORD |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | -46 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ADMIN FEE INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | OTHER INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | NONPROFIT ACADEMY |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 37607 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 6145 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 1320 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 37607 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 6145 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1320 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 4909971 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 3471812 |
| IRS990/PYInvestmentIncomeAmt | 0 | 545227 |
| IRS990/PYOtherExpensesAmt | 0 | 233755 |
| IRS990/PYOtherRevenueAmt | 0 | 5196 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 26892 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1424687 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 357032 |
| IRS990/PYTotalExpensesAmt | 0 | 4062599 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 5487286 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
Document Assets
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Filings
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $38,103,860
- Liabilities
- $2,207,297
- Net assets
- $35,896,563
- Revenue
- $8,835,070
- Expenses
- $3,876,925
- Net income
- $4,958,145