Civic Intelligence

Efrain and Michele Rivera Family Foundation

EIN 87-6876677 • Victor, NY

Pub. 78 EligibleNTEE T22
50 Square Drive 210Victor, NY 14564
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

82%

Higher net margin than 86% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

29%

Faster revenue growth than 45% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,685,439

Up $1,081,613 (+30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,685,439

Up $1,081,613 (+30%) from 2023

Revenue

Up

$1,324,918

Up $301,439 (+29%) from 2023

Expenses

Up

$243,305

Up $146,671 (+152%) from 2023

Net Income

Up

$1,081,613

Up $154,768 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2021: $1,517,543Liabilities 2021: $0Net Assets 2021: $1,517,5432021Assets 2022: $2,676,981Liabilities 2022: $0Net Assets 2022: $2,676,9812022Assets 2023: $3,603,826Liabilities 2023: $0Net Assets 2023: $3,603,8262023Assets 2024: $4,685,439Liabilities 2024: $0Net Assets 2024: $4,685,4392024

Highlighted filing

2024

Assets$4,685,439
Liabilities$0
Net Assets$4,685,439

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2021: $1,517,543Expenses 2021: $0Net Income 2021: $1,517,5432021Revenue 2022: $1,185,501Expenses 2022: $26,063Net Income 2022: $1,159,4382022Revenue 2023: $1,023,479Expenses 2023: $96,634Net Income 2023: $926,8452023Revenue 2024: $1,324,918Expenses 2024: $243,305Net Income 2024: $1,081,6132024

Highlighted filing

2024

Revenue$1,324,918
Expenses$243,305
Net Income$1,081,613

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EFRAIN RIVERAPresident/Trustee-$0--
MICHELE M RIVERATreasurer/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Efrain and Michele Rivera
EIN
87-6876677
Phone
5852486400
Address
50 SQUARE DRIVE 210, VICTOR, NY 14564

Signing Officer

Name
Efrain Rivera
Title
Trustee
Phone
5852486400
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Cooperhaims Advisors LLC
Address
50 SQUARE DRIVE SUITE 210, VICTOR, NY 14564
Preparer
Richard T Bentley CPA Cfpr
Phone
5852486400
Raw XML Appendix353 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt375 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41562 FIRST AVENUE NO 205-2219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUGHTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd314607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410028
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0EFRAIN RIVERA
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1MICHELE M RIVERA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0235000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155628
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt079372
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0176675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0235000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021047
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt079372
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EFRAIN AND MICHELE RIVERA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1EFRAIN AND MICHELE RIVERA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0699 CORWIN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1699 CORWIN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROCHESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1ROCHESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd014610
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd114610
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0260000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1741962
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0741962
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc09020.813 SHARES VANGUARD WELLINGTON FD (VWENX)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04536
TaxesSchedule/TaxesDetail/Amt02659
TaxesSchedule/TaxesDetail/Amt1860
TaxesSchedule/TaxesDetail/Amt2250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2NYS CHAR FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02659
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1860
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2250
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EFRAIN RIVERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05852486400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EFRAIN AND MICHELE RIVERA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EFRA
ReturnHeader/Filer/EIN0876876677
ReturnHeader/Filer/PhoneNum05852486400
ReturnHeader/Filer/USAddress/AddressLine1Txt050 SQUARE DRIVE 210
ReturnHeader/Filer/USAddress/CityNm0VICTOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014564
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270036535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOPERHAIMS ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 SQUARE DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014564
ReturnHeader/PreparerPersonGrp/PhoneNum05852486400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD T BENTLEY CPA CFPR
ReturnHeader/ReturnTs02025-05-05T15:46:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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