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← ROCHESTER EDUCATION FOUNDATION INC

Form 990 for tax year 2024

Filed by ROCHESTER EDUCATION FOUNDATION INC.

Totals

Total revenue
$1,040,147
Total expenses
$1,046,985
Contributions and grants received
$1,025,302
Grants paid
$11,000
Program service revenue
$0
Investment income
$14,845
Other revenue
$0
Total assets, end of year
$779,419
Total liabilities, end of year
$157,614
Net assets or fund balances, end of year
$621,805
Program services expenses (Part IX)
$907,324
Management and general expenses
$104,987
Fundraising expenses
$34,674
Program service expenses (Part III)
$907,324

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,007,664

  • 1f · All other contributions, gifts and grants

    $17,638

  • 1g · Noncash contributions included above

    $7,235

  • 3 · Investment income

    total $14,845 · related or exempt $14,845

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $11,000 · program services $11,000

  • 7 · Other salaries and wages

    total $272,272 · program services $231,976 · management and general $40,296

  • 11c · Fees: accounting

    total $9,155 · management and general $9,155

  • 11g · Fees: other

    total $12,396 · program services $5,950 · management and general $6,446

  • 13 · Office expenses

    total $20,299 · program services $6,414 · management and general $13,885

  • 16 · Occupancy

    total $25,596 · program services $20,144 · management and general $5,452

  • 23 · Insurance

    total $15,855 · program services $6,057 · management and general $9,798

  • 24a · Other expenses: STUDENT ACTIVITIES

    total $599,018 · program services $599,018

  • 24b · Other expenses: INSTRUMENTS

    total $38,208 · program services $19,104 · management and general $19,104

  • 24c · Other expenses: EVENTS

    total $34,674 · fundraising $34,674

  • 24d · Other expenses: BOOKS

    total $8,512 · program services $7,661 · management and general $851

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $742,272 · end of year $678,364

  • 9 · Prepaid expenses and deferred charges

    end of year $5,451

  • 11 · Investments: publicly traded securities

    beginning of year $101,297 · end of year $94,304

  • 15 · Other assets

    beginning of year $850 · end of year $1,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,759 · end of year $4,277

  • 19 · Deferred revenue

    beginning of year $203,017 · end of year $153,337

  • 27 · Net assets without donor restrictions

    beginning of year $44,527 · end of year $621,805

  • 28 · Net assets with donor restrictions

    beginning of year $584,116

Mission and programs · 2024

Mission

THE ROCHESTER EDUCATION FOUNDATION IS AN INDEPENDENT ORGANIZATION WHOSE MISSION IS TO PROVIDE PROGRAMS AND RESOURCES TO IMPROVE LEARNING AND SUCCESS FOR ALL ROCHESTER CITY SCHOOL STUDENTS THROUGH PARTNERSHIPS WITH EDUCATORS, BUSINESSES AND THE COMMUNITY.

Activities or mission (Part I)

TO PROVIDE PROGRAMS AND RESOURCES TO SUPPORT THE SUCCESS OF ROCHESTER CITY STUDENTS.

  • PARTNER PROGRAMS: REF WORKS WITH PARTNERS THROUGHOUT THE COMMUNITY TO PROVIDE CITY STUDENTS OPPORTUNITIES TO LEARN, GROW, AND THRIVE IN SCHOOL AND BEYOND. THROUGH THESE PARTNERSHIPS, REF PROVIDES BACKBONE ADMINISTRATIVE SUPPORT WHILE ALLOWING PARTNERS TO FOCUS ON THE STUDENTS. THESE PROGRAMS ARE PRIMARILY SUPPORTED THROUGH CONTRIBUTIONS.

    Expenses $543,983

  • MUSIC AND ARTS FOR ALL: WITH THE HELP OF INDIVIDUALS THROUGHOUT THE COMMUNITY, REF HAS DONATED MORE THAN 3,650 MUSICAL INSTRUMENTS TO CLASSROOMS AND TO THE ROC MUSIC PROGRAM. WE PROVIDE SCHOLARSHIPS FOR MUSIC LESSONS AND ARTS CAMPS. WE SUPPORT THE PRIDE OF ROCHESTER MARCHING BAND AND ROC CITY PLAYERS, AS WELL AS MUSICAL CONCERTS AND PERFORMANCES. THIS PROGRAM IS PRIMARILY SUPPORTED THROUGH CONTRIBUTIONS.

    Expenses $25,054

  • COLLEGE ACCESS: REF IS THE CONVENER OF THE ROCHESTER COLLEGE ACCESS NETWORK (RCAN) WHICH INCLUDES RCSD AND CHARTER SCHOOL COUNSELORS AND ADMINISTRATORS, PROFESSIONALS FROM LOCAL COLLEGE AND UNIVERSITY OFFICES OF ADMISSIONS AND FINANCIAL AID, AND COMMUNITY BASED ORGANIZATIONS. THROUGH OUR AWARD WINNING FAFSA FEST PROGRAM, WE HAVE HELPED THOUSANDS OF STUDENTS FILL OUT THEIR STATE AND FEDERAL FINANCIAL AID APPLICATIONS. WE ALSO PROVIDE HELP WITH THE COLLEGE APPLICATION PROCESS,SEARCHING FOR SCHOLARSHIPS, UNDERSTANDING FINANCIAL AID, AND OFFER WORKSHOPS ABOUT WHAT TO EXPECT IN COLLEGE. THIS PROGRAM IS PRIMARILY SUPPORTED THROUGH CONTRIBUTIONS.

    Expenses $338,287 · Grants $11,000

  • SMILE PROGRAM: THIS IS A TWO-FOLD PROGRAM - SUPPORTING "JUST PLAIN FUN" BY PROVIDING FUNDS FOR PARENT/TEACHER ORGANIZATIONS AT K-6 SCHOOLS TO HELP BUILD COMMUNITY AND SMILES WITHIN THE SCHOOLS AND "LEARNING IS FUN" BY PROVIDING CREATIVE STUDENT EXPERIENCES THAT COMPLEMENT THE K-6 SCIENCE CURRICULUM AND MAKE LEARNING FUN. AT ITS CORE, THE PROGRAM IS INTENDED TO HELP ROCHESTER'S ELEMENTARY SCHOOL STUDENTS ENJOY THEIR DAY IN SCHOOL, HAVE FUN WHILE LEARNING, AND GIVE THEM PLENTY OF REASONS TO SMILE. LITERACY: GIVE BACK, GIVE BOOKS: WE SUPPORT LITERACY BY PROVIDING BOOKS FOR CLASSROOMS, SCHOOL LIBRARIES AND FOR STUDENTS TO KEEP FOR THEIR HOME LIBRARIES. WE HAVE GIVEN OUT MORE THAN 75,000 NEW AND GENTLY USED BOOKS.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amy Stein

    EXECUTIVE DI

    Total calculated
    $71,762
    From this org
    $71,762
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Dr Ebony Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Julie Cook

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Bob Hartman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Sara Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sheila Monachino

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Dr Ian Mortimer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rich Pulvino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kammaria Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Eric Steiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Stacey Trien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Tyana Velazquez-Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mary Beth Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
14 April 2026
IRS schema version
2024v5.0
Source object
202631049349302003

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