Civic Intelligence

Rochester Area Foundation

990 • Fiscal year 2020 • EIN 41-6017740

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileWWW.ROCHESTERAREA.ORG
12 Elton Hills Drive NWRochester, MN 55901

(507) 282-0203

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.05x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.22x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$139,470

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

44th percentile

5.0%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-2.0%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$40,010,430

Up $1,906,570 (+5.0%) from 2019

Net Assets

Up

$38,118,988

Up $2,222,425 (+6.2%) from 2019

Liabilities

Down

$1,891,442

Down $315,855 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin81st percentile

Revenue

Down

$8,656,139

Down $178,931 (-2.0%) from 2019

Expenses

Up

$6,478,100

Up $2,601,175 (+67%) from 2019

Net Income

Down

$2,178,039

Down $2,780,106 (-56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$80M$60M$40M$20M$0Assets 2011: $25,181,232Liabilities 2011: $1,478,731Net Assets 2011: $23,702,5012011Assets 2012: $26,687,629Liabilities 2012: $1,367,792Net Assets 2012: $25,319,8372012Assets 2013: $29,152,594Liabilities 2013: $1,305,254Net Assets 2013: $27,847,3402013Assets 2014: $29,674,862Liabilities 2014: $1,303,064Net Assets 2014: $28,371,7982014Assets 2015: $28,484,358Liabilities 2015: $1,536,749Net Assets 2015: $26,947,6092015Assets 2016: $30,922,604Liabilities 2016: $2,314,396Net Assets 2016: $28,608,2082016Assets 2017: $34,088,271Liabilities 2017: $2,312,857Net Assets 2017: $31,775,4142017Assets 2018: $33,233,432Liabilities 2018: $2,423,750Net Assets 2018: $30,809,6822018Assets 2019: $38,103,860Liabilities 2019: $2,207,297Net Assets 2019: $35,896,5632019Assets 2020: $40,010,430Liabilities 2020: $1,891,442Net Assets 2020: $38,118,9882020Assets 2021: $45,116,721Liabilities 2021: $1,752,240Net Assets 2021: $43,364,4812021Assets 2022: $45,883,774Liabilities 2022: $1,063,097Net Assets 2022: $44,820,6772022Assets 2023: $61,087,038Liabilities 2023: $3,285,807Net Assets 2023: $57,801,2312023Assets 2024: $68,327,174Liabilities 2024: $5,114,905Net Assets 2024: $63,212,2692024

Highlighted filing

2020

Assets$40,010,430
Liabilities$1,891,442
Net Assets$38,118,988
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,064,4802011Expenses 2012: $2,485,0452012Revenue 2013: $4,117,319Expenses 2013: $1,870,115Net Income 2013: $2,247,2042013Revenue 2014: $3,491,258Expenses 2014: $3,076,378Net Income 2014: $414,8802014Revenue 2015: $3,968,172Expenses 2015: $3,511,310Net Income 2015: $456,8622015Revenue 2016: $3,261,706Expenses 2016: $2,533,366Net Income 2016: $728,3402016Revenue 2017: $3,155,428Expenses 2017: $3,551,915Net Income 2017: -$396,4872017Revenue 2018: $5,487,286Expenses 2018: $4,062,599Net Income 2018: $1,424,6872018Revenue 2019: $8,835,070Expenses 2019: $3,876,925Net Income 2019: $4,958,1452019Revenue 2020: $8,656,139Expenses 2020: $6,478,100Net Income 2020: $2,178,0392020Revenue 2021: $11,703,419Expenses 2021: $6,515,333Net Income 2021: $5,188,0862021Revenue 2022: $8,020,869Expenses 2022: $6,828,566Net Income 2022: $1,192,3032022Revenue 2023: $15,867,977Expenses 2023: $6,383,555Net Income 2023: $9,484,4222023Revenue 2024: $11,130,008Expenses 2024: $8,850,518Net Income 2024: $2,279,4902024

Highlighted filing

2020

Revenue$8,656,139
Expenses$6,478,100
Net Income$2,178,039
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$8,701,071
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
LineBeginningEndChange
Assets
Investments Other Securities$29,589,606$33,267,284▲ $3,677,678
Savings and Temporary Cash Investments$3,015,858$2,627,859▼ $387,999
Land, Buildings, and Equipment, Net$2,227,789$2,145,511▼ $82,278
Cash and Non-Interest-Bearing Accounts$375,457$775,122▲ $399,665
Prepaid Expenses and Deferred Charges$33,853$37,780▲ $3,927
Pledges and Grants Receivable$2,118,695$12,088▼ $2,106,607
Total Assets$38,103,860$40,010,430▲ $1,906,570
Other Assets Total$742,602$1,144,786▲ $402,184
Liabilities
Other Liabilities$1,298,520$1,085,831▼ $212,689
Mortgage Notes Payable Secured by Investment Property$632,565$599,529▼ $33,036
Accounts Payable and Accrued Expenses$180,703$206,082▲ $25,379
Grants Payable$95,509--
Total Liabilities$2,207,297$1,891,442▼ $315,855
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,361,823$32,686,582▲ $1,324,759
Net Assets With Donor Restrictions$4,534,740$5,432,406▲ $897,666
Total Net Assets Fund Balance$35,896,563$38,118,988▲ $2,222,425
Total Liabilities and Net Assets / Fund Balance$38,103,860$40,010,430▲ $1,906,570

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,903,011$169,771$2,072,782
Equipment$2,831$319,314$322,145
Land$239,669-$239,669
Other Securities$33,267,284--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$12,857,808$2,275,158▲ $1,649,355$266,658$14,177,197
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
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer WoodfordExecutive DirectorPT$102,356$37,114$139,470

Board Members and Trustees

NameTitle
Greg LaytonChair
Don Supalla1st Vice Chair
Kathryn Lombardo2nd Vice Chair
Beth KrehbielTrustee
Dave OethTrustee
Karel WeigelTrustee
Larry KoshireTrustee
Lisa ClarkeTrustee
Mark UtzTrustee
Mary EhmkeTrustee
Mike ParadiseTrustee
Paul GormanTrustee
Steve SpohnTrustee
Tony BensonTrustee
Walt LingTrustee
Denise KellySecretary
Brad SchmidtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,450,319
Program Service Revenue
$457,055
Investment Income
$2,786,129
Other Revenue
$-37,364
All Other Contributions
$5,308,055
Change in Net Assets
$2,178,039

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$451,131Fair Market Value (FMV)
Total Noncash Contributions3$451,131-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,381,138
Other Expenses$598,744
Salaries, Compensation, and Employee Benefits$498,218
Total Fundraising Expense$192,266
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,381,138--$5,381,138
Fees for Services Other$168,793$125,698$64,644$359,135
Other Salaries and Wages$145,350$108,238$55,661$309,249
Current Officers, Directors, Trustees, and Key Employees$49,163$36,612$18,828$104,603
Other Employee Benefits$25,477$18,972$9,757$54,206
All Other Expenses$23,767$17,699$9,101$50,567
Fees for Services Accounting$16,597$12,359$6,356$35,312
Payroll Taxes$14,175$10,556$5,429$30,160
Office Expenses$8,561$12,653$1,300$22,514
Conferences and Meetings$2,173$17,388$2,173$21,734
Advertising$9,437$7,027$3,614$20,078
Occupancy$7,799$5,808$2,987$16,594
Depreciation Depletion$6,847$5,099$2,622$14,568
Other Expenses$895$7,162$895$8,952
Fees for Services Legal$1,433$1,067$549$3,049
Travel$665$399$266$1,330
Interest$128$95$49$272
Total Functional Expenses$5,883,378$402,456$192,266$6,478,100
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Center City HousingDuluth, MN501(c)(3)General Operating Expenses$210,000
Jeremiah ProgramRochester, MN501(c)(3)General Operating Expenses$166,800
Bear Creek Christian ChurchRochester, MN501(c)(3)General Operating Expenses$160,849
Damascus Way Re-entry CenterRochester, MN501(c)(3)General Operating Expenses$125,900
Family Promise RochesterRochester, MN501(c)(3)General Operating Expenses$116,951
Ability Building CommunityRochester, MN501(c)(3)General Operating Expenses$111,816
Salvation Army - RochesterRochester, MN501(c)(3)General Operating Expenses$104,116
Spark a Place of PlayRochester, MN501(c)(3)General Operating Expenses$90,500
Channel One Food BankRochester, MN501(c)(3)General Operating Expenses$89,800
Quarry Hill Nature CenterRochester, MN501(c)(3)General Operating Expenses$76,250
Chosen Valley Community FoundationChatfield, MN501(c)(3)General Operating Expenses$75,857
Community Health Service IncRochester, MN501(c)(3)General Operating Expenses$74,000
Boys & Girls Club of RochesterRochester, MN501(c)(3)General Operating Expenses$71,000
Community Dental ClinicMaplewood, MN501(c)(3)General Operating Expenses$70,250
The Reading CenterRochester, MN501(c)(3)General Operating Expenses$66,113
Diversity CouncilRochester, MN501(c)(3)General Operating Expenses$60,500
Christ United Methodist ChurchRochester, MN501(c)(3)General Operating Expenses$59,000
ExercisabilitiesRochester, MN501(c)(3)General Operating Expenses$58,250
Ironwood Springs Christian RanchStewartville, MN501(c)(3)General Operating Expenses$58,200
United Way of Olmsted CountyRochester, MN501(c)(3)General Operating Expenses$57,700
Gift of Life Transplant HouseRochester, MN501(c)(3)General Operating Expenses$57,650
Family Service RochesterRochester, MN501(c)(3)General Operating Expenses$56,600
Alliance Defending FreedomScottsdale, AZ501(c)(3)General Operating Expenses$55,000
Mayo Clinic FoundationRochester, MN501(c)(3)General Operating Expenses$51,350
Samaritan Bethany FoundationRochester, MN501(c)(3)General Operating Expenses$51,000
Kasson Alliance for RestorationKasson, MN501(c)(3)General Operating Expenses$50,000
Opportunity ServicesMinneapolis, MN501(c)(3)General Operating Expenses$50,000
Pacelli Catholic SchoolsAustin, MN501(c)(3)General Operating Expenses$50,000
Holy Family AcademyPhoenix, AZ501(c)(3)General Operating Expenses$44,000
Nami Southeast MinnesotaRochester, MN501(c)(3)General Operating Expenses$42,423
Thrive Child Care & Family Resource CenterRochester, MN501(c)(3)General Operating Expenses$40,200
YOUNG AMERICA'S FOUNDATIONReston, VA501(c)(3)General Operating Expenses$40,000
Sports Mentorship AcademyRochester, MN501(c)(3)General Operating Expenses$39,699
Charles Schwab & Co IncOrlando, FL501(c)(3)General Operating Expenses$37,434
Elder NetworkRochester, MN501(c)(3)General Operating Expenses$35,719
Ronald Mcdonald HouseRochester, MN501(c)(3)General Operating Expenses$33,150
Olmsted County Agricultural AssociationRochester, MN501(c)(3)General Operating Expenses$32,785
Possabilities of Southern MnRochester, MN501(c)(3)General Operating Expenses$31,777
Rochester Art CenterRochester, MN501(c)(3)General Operating Expenses$31,120
RochesterfestRochester, MN501(c)(3)General Operating Expenses$30,000
FAMILY & CHILDREN'S CENTERRochester, MN501(c)(3)General Operating Expenses$29,500
People of Hope ElcaRochester, MN501(c)(3)General Operating Expenses$29,500
CHILDREN'S DENTAL HEALTH SERVICESRochester, MN501(c)(3)General Operating Expenses$27,900
Legal Assistance of Olmsted CountyRochester, MN501(c)(3)General Operating Expenses$27,000
Doctors Without BordersHagerstown, MD501(c)(3)General Operating Expenses$26,829
Omc Regional FoundationRochester, MN501(c)(3)General Operating Expenses$26,500
Project LegacyRochester, MN501(c)(3)General Operating Expenses$26,014
Youth Outreach UnitedCumming, GA501(c)(3)General Operating Expenses$26,000
History Center of Olmsted CountyRochester, MN501(c)(3)General Operating Expenses$25,873
Next Chapter MinistriesRochester, MN501(c)(3)General Operating Expenses$25,500
Zumbro Ridge EstatesRochester, MN501(c)(3)General Operating Expenses$25,009
Family Circle Learning CenterRochester, MN501(c)(3)General Operating Expenses$25,000
PARALYZED VETERAN'S OF AMERICAWashington, DC501(c)(3)General Operating Expenses$25,000
Trout Lake CampersArden Hills, MN501(c)(3)General Operating Expenses$25,000
United Way of Dodge CountyDodge Center, MN501(c)(3)General Operating Expenses$25,000
University of Minnesota FoundationMinneapoils, MN501(c)(3)General Operating Expenses$25,000
Wayne County Community FoundationWooster, OH501(c)(3)General Operating Expenses$25,000
World Sleep Society IncRochester, MN501(c)(3)General Operating Expenses$25,000
125 LiveRochester, MN501(c)(3)General Operating Expenses$24,850
Bear Creek ServicesRochester, MN501(c)(3)General Operating Expenses$23,500
Gamehaven Council BsaRochester, MN501(c)(3)General Operating Expenses$23,400
Lourdes FoundationRochester, MN501(c)(3)General Operating Expenses$23,200
Rochester Symphony Orchestra & ChoraleRochester, MN501(c)(3)General Operating Expenses$22,855
Phoenix Christian AssemblyPhoenix, AZ501(c)(3)General Operating Expenses$22,500
Lutheran Social ServicesSt Paul, MN501(c)(3)General Operating Expenses$22,400
Highlands Church of ScottsdaleScottsdale, AZ501(c)(3)General Operating Expenses$22,000
Workforce Development IncRochester, MN501(c)(3)General Operating Expenses$21,500
Zumbro Lutheran ChurchRochester, MN501(c)(3)General Operating Expenses$21,000
Rochester Area Family YRochester, MN501(c)(3)General Operating Expenses$20,750
Arc of MinnesotaSt Paul, MN501(c)(3)General Operating Expenses$20,000
Make a Wish FoundationSt Paul, MN501(c)(3)General Operating Expenses$20,000
Minnesota Assistance Council for VeteransMinneapolis, MN501(c)(3)General Operating Expenses$20,000
Southern Minnesota Regional Legal Services IncRochester, MN501(c)(3)General Operating Expenses$20,000
Choral Arts Ensemble of RochesterRochester, MN501(c)(3)General Operating Expenses$18,900
Rt Autism Awareness FoundationRochester, MN501(c)(3)General Operating Expenses$18,570
Stewartville Area Community FoundationStewartville, MN501(c)(3)General Operating Expenses$18,500
Rotary Club of Rochester FoundationRochester, MN501(c)(3)General Operating Expenses$18,175
Dorothy Day Hospitality HouseRochester, MN501(c)(3)General Operating Expenses$17,750
St Vincent Depaul District Council of Rochester MnRochester, MN501(c)(3)General Operating Expenses$17,500
SOLDIER'S FIELD VETERANS MEMORIALRochester, MN501(c)(3)General Operating Expenses$17,252
Hiawatha Homes FoundationRochester, MN501(c)(3)General Operating Expenses$16,900
Rochester Public LibraryRochester, MN501(c)(3)General Operating Expenses$16,600
Bear Creek Develpment CenterRochester, MN501(c)(3)General Operating Expenses$16,528
Hispanic Advocacy & Community Empowerment Through ResearchMinneapolis, MN501(c)(3)General Operating Expenses$16,000
Rochester Community & Technical CollegeRochester, MNGovernmentalScholarships$16,000
Rochester Catholic SchoolsRochester, MN501(c)(3)Scholarships$15,300
SEASON'S HOSPICERochester, MN501(c)(3)General Operating Expenses$15,220
Austin Community Growth VenturesAustin, MN501(c)(3)General Operating Expenses$15,000
Congregational Church United Church of ChristRochester, MN501(c)(3)General Operating Expenses$15,000
Listos Preschool and ChildcareRochester, MN501(c)(3)General Operating Expenses$15,000
Rochester Central Lutheran SchoolRochester, MN501(c)(3)Scholarships$15,000
SemcacRushford, MN501(c)(3)General Operating Expenses$15,000
Apple Tree DentalRochester, MN501(c)(3)General Operating Expenses$14,275
First Presbyterian ChurchRochester, MN501(c)(3)General Operating Expenses$14,200
Accessible SpaceSt Paul, MN501(c)(3)General Operating Expenses$13,700
180 Degrees IncSt Paul, MN501(c)(3)General Operating Expenses$13,500
Code Savvytechnovation MnRochester, MN501(c)(3)General Operating Expenses$13,500
St John the Evangelist Catholic ChurchRochester, MN501(c)(3)General Operating Expenses$13,300
Stewartville Area History CenterStewartville, MN501(c)(3)General Operating Expenses$13,000
ST LUKE'S EPISCOPAL CHURCHRochester, MN501(c)(3)General Operating Expenses$12,800
Community Food ResponseRochester, MN501(c)(3)General Operating Expenses$12,400
Our Lady of Sorrows Catholic ChurchPhoenix, AZ501(c)(3)General Operating Expenses$12,000
Salem Road Covenant ChurchRochester, MN501(c)(3)General Operating Expenses$12,000
Society of St Vincent De Paul-rochester CouncilRochester, MN501(c)(3)General Operating Expenses$12,000
Friends of the Rochester Public LibraryRochester, MN501(c)(3)General Operating Expenses$11,839
Minnesota Adult and Teen ChallengeRochester, MN501(c)(3)General Operating Expenses$11,200
Holy Spirit Catholic ChurchRochester, MN501(c)(3)General Operating Expenses$11,000
Recovery Is HappeningRochester, MN501(c)(3)General Operating Expenses$10,750
Somali American Social Service Association (sassa)Rochester, MN501(c)(3)General Operating Expenses$10,750
Southern Minnesota Initiative FoundationOwatonna, MN501(c)(3)General Operating Expenses$10,500
Justfaith MinistriesLouisville, KY501(c)(3)General Operating Expenses$10,300
SAMARITAN'S PURSEBoone, NC501(c)(3)General Operating Expenses$10,300
The Nature ConservancyMinneapolis, MN501(c)(3)General Operating Expenses$10,250
Chabad of Southern MinnesotaRochester, MN501(c)(3)General Operating Expenses$10,200
Planned Parenthood North Central StatesSt Paul, MN501(c)(3)General Operating Expenses$10,200
Rochester Public Library FoundationRochester, MN501(c)(3)General Operating Expenses$10,050
Baltimore School for the Arts FoundationBaltimore, MD501(c)(3)General Operating Expenses$10,000
College of WoosterWooster, OH501(c)(3)General Operating Expenses$10,000
DOC'S RECOVERY HOUSERochester, MN501(c)(3)General Operating Expenses$10,000
Equal Justice InitiativeMontgomery, AL501(c)(3)General Operating Expenses$10,000
Intercultural Mutual Assistance Association IncRochester, MN501(c)(3)General Operating Expenses$10,000
Km Care & Share Charity FundKasson, MN501(c)(3)General Operating Expenses$10,000
ManrrsAtlanta, GA501(c)(3)General Operating Expenses$10,000
Mindset FoundationNew Hope, MN501(c)(3)General Operating Expenses$10,000
North Shore Health Care FoundationGrand Marais, MN501(c)(3)General Operating Expenses$10,000
Rochester Public SchoolsRochester, MNGovernmentalScholarships$10,000
Saint Augustine Catholic ChurchAustin, MN501(c)(3)General Operating Expenses$10,000
Second Harvest HeartlandBrooklyn Park, MN501(c)(3)General Operating Expenses$10,000
Three Rivers Community ActionZumbrota, MN501(c)(3)General Operating Expenses$10,000
Wishes & MoreMinneapolis, MN501(c)(3)General Operating Expenses$10,000
Chatfield Public SchoolChatfield, MNGovernmentalScholarships$9,800
AdaptaRochester, MN501(c)(3)General Operating Expenses$9,550
ST JOHN'S LUTHERAN CHURCHKasson, MN501(c)(3)General Operating Expenses$9,360
Ksmq Public TelevisionAustin, MN501(c)(3)General Operating Expenses$9,320
Hope FuseRochester, MN501(c)(3)General Operating Expenses$9,000
St Francis of Assisi Catholic ChurchRochester, MN501(c)(3)General Operating Expenses$9,000
American Red Cross of Se MnRochester, MN501(c)(3)General Operating Expenses$8,950
Yellowstone Club Community FoundationBozeman, MT501(c)(3)General Operating Expenses$8,750
Civic League Day NurseryRochester, MN501(c)(3)General Operating Expenses$8,700
Rochester Community & Technical College FoundationRochester, MN501(c)(3)Scholarships$8,500
Veterans & Emergency Services MuseumRochester, MN501(c)(3)General Operating Expenses$8,333
American Cancer Society Hope LodgeRochester, MN501(c)(3)General Operating Expenses$8,250
THE CHILDREN'S PLACERochester, MN501(c)(3)General Operating Expenses$8,231
Revolutionary EarthRochester, MN501(c)(3)General Operating Expenses$8,200
Synergy and Leadership ExchangeNorth Mankato, MN501(c)(3)General Operating Expenses$8,200
Catholic Relief ServicesBaltimore, MD501(c)(3)General Operating Expenses$8,000
Commonweal Theatre CompanyLanesboro, MN501(c)(3)General Operating Expenses$8,000
Neuro Hospitality HouseRochester, MN501(c)(3)General Operating Expenses$8,000
ST MARY'S ON THE LAKE CATHOLIC CHURCHLake City, MN501(c)(3)General Operating Expenses$8,000
Mount Zion TempleSt Paul, MN501(c)(3)General Operating Expenses$7,920
Aldrich Memorial Nursery SchoolRochester, MN501(c)(3)Scholarships$7,900
WOMEN'S SHELTER & SUPPORT CENTERRochester, MN501(c)(3)General Operating Expenses$7,800
Honors Choirs of Southeast MinnesotaRochester, MN501(c)(3)General Operating Expenses$7,679
University of MinnesotaMinneapolis, MNGovernmentalGeneral Operating Expenses$7,375
Camp OlsonLongville, MN501(c)(3)General Operating Expenses$7,300
Winona State UniversityWiiona, MN501(c)(3)General Operating Expenses$7,250
Arc Se MinnesotaRochester, MN501(c)(3)General Operating Expenses$7,100
Madonna Living Community FoundationRochester, MN501(c)(3)General Operating Expenses$7,100
Families First of MinnesotaRochester, MN501(c)(3)General Operating Expenses$7,000
Olmsted County Historical SocietyRochester, MN501(c)(3)General Operating Expenses$7,000
Feed My PeopleEau Claire, WI501(c)(3)General Operating Expenses$6,600
Diversity Council - JournieRochester, MN501(c)(3)General Operating Expenses$6,500
Pax Christi ChurchRochester, MN501(c)(3)General Operating Expenses$6,500
Dodge Center FoundationDodge Center, MN501(c)(3)General Operating Expenses$6,400
The Landing MnRochester, MN501(c)(3)General Operating Expenses$6,400
WellconnectRochester, MN501(c)(3)General Operating Expenses$6,238
Commonbond CommunitiesSt Paul, MN501(c)(3)General Operating Expenses$6,000
Rochester Area Youth Tech FoundationRochester, MN501(c)(3)General Operating Expenses$6,000
Minnesota Public RadioSt Paul, MN501(c)(3)General Operating Expenses$5,900
Camp VictoryZumbro Falls, MN501(c)(3)General Operating Expenses$5,500
Food for the PoorCoconut Creek, FL501(c)(3)General Operating Expenses$5,500
Gloria Dei Lutheran ChurchRochester, MN501(c)(3)General Operating Expenses$5,500
National Black Data Processing AssociationRochester, MN501(c)(3)General Operating Expenses$5,231
Bridge BreadSt Louis, MO501(c)(3)General Operating Expenses$5,000
Catholic Charities of St LouisSt Louis, MO501(c)(3)General Operating Expenses$5,000
Catholic Student Center at Washington UniversitySt Louis, MO501(c)(3)General Operating Expenses$5,000
Community of Recovery Aiding Families in TransitionRochester, MN501(c)(3)General Operating Expenses$5,000
Council on American-islamic Relations Minnesota ChapterMinneapolis, MN501(c)(3)General Operating Expenses$5,000
Eagle Bluff Environmental LearningLanesboro, MN501(c)(3)General Operating Expenses$5,000
Eyota Kids KornerEyota, MN501(c)(3)General Operating Expenses$5,000
Feeding AmericaChicago, IL501(c)(3)General Operating Expenses$5,000
GOOD NEWS CHILDREN'S CENTER INCRochester, MN501(c)(3)General Operating Expenses$5,000
Gustavus Adolphus CollegeSt Peter, MN501(c)(3)Scholarships$5,000
Henry Sibley High SchoolWest St Paul, MNGovernmentalScholarships$5,000
Lifegate ServicesRochester, MN501(c)(3)General Operating Expenses$5,000
Mta FoundationSt Paul, MN501(c)(3)General Operating Expenses$5,000
Orthopaedic Foot and Ankle FoundationRosemont, IL501(c)(3)General Operating Expenses$5,000
Parmalee Elementary PtaIndian Hills, CO501(c)(3)General Operating Expenses$5,000
Rochester Civic TheatreRochester, MN501(c)(3)General Operating Expenses$5,000
Rochester Downtown AllianceRochester, MN501(c)(3)General Operating Expenses$5,000
STEWARTVILLE VETERAN'S MEMORIAL PARKStewartville, MN501(c)(3)General Operating Expenses$5,000
Seeds of Wisdom in South SudanRochester, MN501(c)(3)General Operating Expenses$5,000
St Joan of Arc Catholic ChurchSt Louis, MO501(c)(3)General Operating Expenses$5,000
St Mary Madalene Catholic ChurchSt Louis, MO501(c)(3)General Operating Expenses$5,000
St Pius X Catholic ChurchRochester, MN501(c)(3)General Operating Expenses$5,000
Superior Hiking Trail AssociationTwo Harbors, MN501(c)(3)General Operating Expenses$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unitrust Obligations$532,633
Refundable Advances$487,918
Due to Affiliates$61,604
Annuities Payable$3,676
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
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
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 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
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Woodford
Formed
1944
Legal Domicile
Mn
Voting Board Members
17
Independent Board Members
17
Employees
10
Volunteers
39

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1200, 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 44,385.”

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.”

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, 2020 generally, the federal and minnesota tax returns for the foundation are open for examination by taxing authorities for the years 2018 to 2020. At december 31, 2020, the foundation did not record any liabilities for uncertain tax positions.”

Raw XML AppendixShowing 400 of 2,462 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/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02987
IRS990/OccupancyGrp/ManagementAndGeneralAmt05808
IRS990/OccupancyGrp/ProgramServicesAmt07799
IRS990/OccupancyGrp/TotalAmt016594
IRS990/OfficeExpensesGrp/FundraisingAmt01300
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012653
IRS990/OfficeExpensesGrp/ProgramServicesAmt08561
IRS990/OfficeExpensesGrp/TotalAmt022514
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0742602
IRS990/OtherAssetsTotalGrp/EOYAmt01144786
IRS990/OtherChangesInNetAssetsAmt044385
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09757
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018972
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025477
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054206
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt08035
IRS990/OtherExpensesGrp/FundraisingAmt1895
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015624
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17162
IRS990/OtherExpensesGrp/ProgramServicesAmt020980
IRS990/OtherExpensesGrp/ProgramServicesAmt1895
IRS990/OtherExpensesGrp/TotalAmt044639
IRS990/OtherExpensesGrp/TotalAmt18952
IRS990/OtherLiabilitiesGrp/BOYAmt01298520
IRS990/OtherLiabilitiesGrp/EOYAmt01085831
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055661
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0108238
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0145350
IRS990/OtherSalariesAndWagesGrp/TotalAmt0309249
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05429
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010556
IRS990/PayrollTaxesGrp/ProgramServicesAmt014175
IRS990/PayrollTaxesGrp/TotalAmt030160
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02118695
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012088
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt033853
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037780
IRS990/PrincipalOfficerNm0JENNIFER WOODFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ADMIN FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2NONPROFIT ACADEMY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0413041
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt141536
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22478
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0413041
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt141536
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22478
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04457420
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03050605
IRS990/PYInvestmentIncomeAmt04357784
IRS990/PYOtherExpensesAmt0313612
IRS990/PYOtherRevenueAmt0-25206
IRS990/PYProgramServiceRevenueAmt045072
IRS990/PYRevenuesLessExpensesAmt04958145
IRS990/PYSalariesCompEmpBnftPaidAmt0512708
IRS990/PYTotalExpensesAmt03876925
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08835070
IRS990/QuidProQuoContributionsInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,010,430
Liabilities
$1,891,442
Net assets
$38,118,988
Revenue
$8,656,139
Expenses
$6,478,100
Net income
$2,178,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.3$5.11$63.2$11.1$8.85$2.28
2023Summary only. Only limited summary data is available for this year.$61.1$3.29$57.8$15.9$6.38$9.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.9$1.06$44.8$8.02$6.83$1.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$1.75$43.4$11.7$6.52$5.19
2020Detailed filing. Detailed filing data is available for this year.$40.0$1.89$38.1$8.66$6.48$2.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.1$2.21$35.9$8.84$3.88$4.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$2.42$30.8$5.49$4.06$1.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$2.31$31.8$3.16$3.55$0.40
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.9$2.31$28.6$3.26$2.53$0.73
2015Detailed filing. Detailed filing data is available for this year.$28.5$1.54$26.9$3.97$3.51$0.46
2014Detailed filing. Detailed filing data is available for this year.$29.7$1.30$28.4$3.49$3.08$0.41
2013Detailed filing. Detailed filing data is available for this year.$29.2$1.31$27.8$4.12$1.87$2.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$1.37$25.3$2.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.2$1.48$23.7$2.06