Totals
- Total revenue
- $7,752,438
- Total expenses
- $7,632,225
- Contributions and grants received
- $5,275,168
- Grants paid
- $271,369
- Program service revenue
- $2,097,188
- Investment income
- $117,595
- Other revenue
- $262,487
- Total assets, end of year
- $5,781,055
- Total liabilities, end of year
- $1,447,691
- Net assets or fund balances, end of year
- $4,333,364
- Program services expenses (Part IX)
- $7,019,143
- Management and general expenses
- $505,374
- Fundraising expenses
- $107,708
- Program service expenses (Part III)
- $7,019,143
Program services were 92.0% 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.
-
1a · Federated campaigns
$99,654
-
1e · Government grants (contributions)
$2,361,456
-
1f · All other contributions, gifts and grants
$2,814,058
-
2a · Program service revenue: FEE FOR SERVICE REVENU
total $2,097,188 · related or exempt $2,097,188
-
3 · Investment income
total $87,096 · excluded $87,096
-
6a · Gross rents
real property $14,700
-
6b · Less rental expenses
real property $14,700
-
6c · Rental income or loss
real property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $680,526
-
7b · Less cost or other basis and sales expenses
securities $650,027
-
7c · Gain or loss
securities $30,499
-
7d · Net gain or loss
total $30,499 · excluded $30,499
-
10a · Gross sales of inventory
$43,202
-
10b · Cost of goods sold
$26,374
-
10c · Net income from sales of inventory
total $16,828 · related or exempt $16,828
-
11a · Other revenue: GAIN ON REMEASUREMENT
total $245,659 · excluded $245,659
-
11e · Other revenue, total
$245,659
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $271,369 · program services $271,369
-
5 · Compensation of officers, directors and key employees
total $372,269 · program services $30,157 · management and general $313,990 · fundraising $28,122
-
7 · Other salaries and wages
total $2,845,982 · program services $2,251,987 · management and general $561,122 · fundraising $32,873
-
9 · Other employee benefits
total $982,155 · program services $774,509 · management and general $196,481 · fundraising $11,165
-
10 · Payroll taxes
total $472,459 · program services $420,261 · management and general $52,198
-
11b · Fees: legal
total $52,161 · management and general $52,161
-
11c · Fees: accounting
total $30,238 · management and general $30,238
-
11d · Fees: lobbying
total $53,354 · program services $53,354
-
11f · Fees: investment management
total $15,628 · management and general $15,628
-
11g · Fees: other
total $1,421,971 · program services $1,381,083 · management and general $28,688 · fundraising $12,200
-
13 · Office expenses
total $458,782 · program services $427,554 · management and general $31,228
-
14 · Information technology
total -$611 · program services $227,578 · management and general -$233,635 · fundraising $5,446
-
16 · Occupancy
total $155,491 · management and general $155,491
-
17 · Travel
total $206,384 · program services $193,381 · management and general $13,003
-
22 · Depreciation, depletion and amortization
total $97,861 · program services $73,891 · management and general $23,970
-
23 · Insurance
total $31,518 · program services $5,226 · management and general $26,292
-
24a · Other expenses: OTHER EXPENSES
total $165,214 · program services $114,971 · management and general $46,391 · fundraising $3,852
-
24b · Other expenses: ALLOCATION OF OVERHEAD
total $0 · program services $793,822 · management and general -$807,872 · fundraising $14,050
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $871,225 · end of year $223,867
-
2 · Savings and temporary cash investments
beginning of year $1,473,796 · end of year $323,929
-
3 · Pledges and grants receivable
beginning of year $894,020 · end of year $1,060,512
-
8 · Inventories for sale or use
beginning of year $32,176 · end of year $29,797
-
9 · Prepaid expenses and deferred charges
beginning of year $193,166 · end of year $211,428
-
10a · Land, buildings and equipment: cost or other basis
$1,291,880
-
10b · Land, buildings and equipment: accumulated depreciation
$1,054,234
-
10c · Land, buildings and equipment, net
beginning of year $323,707 · end of year $237,646
-
11 · Investments: publicly traded securities
beginning of year $1,846,716 · end of year $1,684,086
-
12 · Investments: other securities
beginning of year $1,336,982 · end of year $2,009,790
-
17 · Accounts payable and accrued expenses
beginning of year $704,274 · end of year $628,004
-
19 · Deferred revenue
beginning of year $2,130,993 · end of year $818,462
-
24 · Unsecured notes and loans payable
beginning of year $100,000 · end of year $0
-
25 · Other liabilities
beginning of year $1,225 · end of year $1,225
-
27 · Net assets without donor restrictions
beginning of year $2,880,664 · end of year $3,247,754
-
28 · Net assets with donor restrictions
beginning of year $1,154,632 · end of year $1,085,610
Mission and programs · 2022
Mission
JOINING TOGETHER TO RAISE EVERY CHILD'S COMPLETE WELLBEING.
Activities or mission (Part I)
WITH PROGRAMS AND SERVICES THAT ARE GROUNDED IN RESEARCH, WE BUILD BRIDGES BETWEEN THEORY AND PRACTICE. WE TRANSFORM IDEAS INTO PROVEN SOLUTIONS AND TURN OBSTACLES INTO OPPORTUNITIES FOR SUCCESS FOR CHILDREN AND FAMILIES.
-
NATIONAL SERVICES AND COMMUNITY PARTNERSHIPS:CHILDREN'S INSTITUTE HAS PARTICIPATED IN AND MANAGED SEVERAL MULTI-AGENCY COLLABORATIVE EFFORTS. THE ORGANIZATION IS FIRMLY GROUNDED IN THE PHILOSOPHY THAT WE CAN DO MORE FOR CHILDREN WHEN WE WORK TOGETHER THAN WHEN WE WORK IN "SILOS." CHILDREN'S INSTITUTE EMBODIES THIS PRINCIPLE BY PARTICIPATING IN COMMUNITY INITIATIVES (WHETHER PAID OR UNPAID), OFFERING RESOURCES AND SUPPORT TO ORGANIZATIONAL PARTNERS, AND TAKING ON LEADERSHIP ROLES TO MOVE COLLECTIVE COMMUNITY WORK FORWARD USING SHARED DATA AND SUCCESS METRICS. CHILDREN'S INSTITUTE IS CURRENTLY ENGAGED IN SEVERAL COMMUNITY INITIATIVES: ROC THE FUTURE, A CRADLE TO CAREER INITIATIVE, GROW-ROCHESTER A UNIVERSAL SCREENING INITIATIVE OF ROCHESTER'S 3-YEAR-OLD CHILDREN IN VISION, HEARING, COGNITIVE, MOTOR, LANGUAGE, COMMUNICATION, SOCIAL, EMOTIONAL, HEIGHT, WEIGHT, (I.E., BMI) AND ORAL HEALTH (I.E., DENTAL); ROCHESTER AREA PARENT PROGRAM (RAPP), A PARENT ENGAGEMENT INITIATIVE, COMET A WEB-BASED INFORMATION SYSTEM THAT ENABLES THE LONGITUDINAL COLLECTION MONITORING AND MANAGEMENT OF MULTISECTOR (HEALTH, EDUCATION AND HUMAN SERVICES) INFORMATION AND WORKING WITH COMMUNITIES ACROSS NYS AND THE NATION IN REGARDS TO THE ABOVE EFFORTS.CHILDREN'S INSTITUTE IS KNOWN AS A CENTER OF EXCELLENCE FOR THE SOCIAL AND EMOTIONAL DEVELOPMENT AND WELL-BEING OF CHILDREN AND OFFERS A DIVERSE NUMBER OF SERVICES, PROGRAMS, AND SUPPORTS. CHILDREN'S INSTITUTE PROVIDES TRAINING, SYSTEMATIC ASSESSMENT, CONSULTATION, AND EVALUATION FOR INDIVIDUALS AND ORGANIZATIONS. SERVICES INCLUDE PRIMARY PROJECT, THE ROCHESTER EARLY CHILDHOOD PARTNERSHIP (RECAP), GROW-ROCHESTER, AND ROCHESTER AREA PARENT PROGRAM. TO ENABLE THE APPRAISAL OF PROGRESS TOWARD GOALS AND MEASUREMENT OF POSITIVE OUTCOMES, TOOLS ARE PROVIDED TO FACILITATE THE EFFECTIVE AND EFFICIENT MEANS TO CHART, TRACK, STUDY, IMPROVE, AND IMPLEMENT KNOWLEDGE, STRATEGIES, AND PRACTICES THAT SERVE CHILDREN. TOOLS PROVIDED ARE VALID, RELIABLE, NORMED, AND CAN BE ACCESSED ONLINE THROUGH THE COMET SYSTEM, A WEB-BASED MEANS OF CAPTURING, STORING, AND REPORTING ON NEW DATA, AND IF APPLICABLE, INTEGRATING WITH EXISTING DATA AND SYSTEMS.
Expenses $3,644,998 · Grants $271,369 · Revenue $1,307,954
-
WHOLE CHILD CONNECTION:THE WHOLE CHILD CONNECTION (THE CONNECTION) WORKS TOWARD THE TRANSFORMATION OF SETTINGS WHERE CHILDREN AND YOUTH GROW, LEARN AND PLAY, SO THAT ALL ADULTS INTENTIONALLY FOSTER THE SOCIAL AND EMOTIONAL SKILLS YOUNG PEOPLE NEED TO BE SUCCESSFUL. THE CONNECTION CREATES SUSTAINED COLLABORATION, AUTHENTIC WORKING RELATIONSHIPS, AND CUSTOMIZED SERVICES; PROVIDES TRAINING, CONSULTATION, AND SUPPORTS, GROUNDED IN RESEARCH AND INFORMED BY DATA; AND ENGAGES IN ACTION-ORIENTED RESEARCH AND EVALUATION, INFORMED BY PRACTITIONERS, WORKING ACROSS MULTIPLE SETTINGS THAT SERVE CHILDREN TO MAKE POSITIVE CHANGES ACROSS SYSTEMS.
Expenses $1,519,164 · Revenue $222,468
-
DATA AND SCIENCE:CHILDREN'S INSTITUTE'S STAFF ARE SKILLED IN A RANGE OF STATE-OF-THE-ART RESEARCH, EVALUATION, AND TRAINING TOOLS AND TECHNIQUES, AND BRINGS TOGETHER ACADEMIC, EDUCATIONAL AND HUMAN SERVICE SECTORS TO POSE QUESTIONS AND FIND ANSWERS WITHIN A RANGE OF TOPICS. THEY BUILD BRIDGES BETWEEN RESEARCH AND PRACTICE TO ENSURE THAT CHILD- AND YOUTH-SERVING PROFESSIONALS ARE USING RESEARCH-INFORMED PRACTICES AND STRATEGIES. INVESTIGATING THE EFFECTIVENESS OF PROGRAMS USED BY SCHOOLS, GOVERNMENT AGENCIES, AND NOT-FOR-PROFIT ORGANIZATIONS ENABLES SUCH ORGANIZATIONS TO IMPROVE THEIR ABILITY TO MAKE INFORMED DATA-DRIVEN DECISIONS. CHILDREN'S INSTITUTE USES AN INTEGRATED SET OF EVALUATION SERVICES AND PREDICTIVE ANALYTICS TOOLS FOR THESE PURPOSES.
Expenses $311,462 · Revenue $25,000
-
COMET AND OTHER PROGRAMS:COMET IS A DATA COLLECTION AND REPORTING TOOL EMBEDDED IN SEVERAL OF OUR PROGRAMS' SERVICE DELIVERY, ENHANCING OUR CORE COMPETENCIES AND TECHNOLOGY INFRASTRUCTURE, AS WELL AS SUPPORTING SYSTEM INTEGRATION. COMET HELPS US ACHIEVE OUR MISSION BY SECURELY SUPPORTING WEB-BASED COLLECTION AND STORING OF ASSESSMENT RESPONSES AND OTHER CHILD-CENTRIC DATA, ENABLING SCALING OF OUR SERVICES FOR EXISTING AND NEW COMMUNITY PROJECTS TO MEET THE NEEDS OF ORGANIZATIONS AND FAMILIES SERVED. CUSTOMER SERVICE FOR PRODUCT SALES AND SHIPMENT OF PROGRAM RESOURCE MATERIALS AND ASSESSMENT MEASURES ARE MANAGED BY PRODUCTION. INTELLECTUAL PROPERTY IS ASSOCIATED WITH THE SALES OF THESE PRODUCTS AND THE IP EARNED FROM COMET USAGE OF CHILDREN'S INSTITUTE'S ASSESSMENT MEASURES.
Expenses $106,671
-
ROC THE FUTURE: ROC THE FUTURE IS A COLLECTIVE IMPACT INITIATIVE BRINGING TOGETHER A COALITION OF PARTNERS WORKING TOWARDS A SHARED VISION OF ACADEMIC SUCCESS FOR EVERY CHILD. ROC THE FUTURE IS A MEMBER OF THE STRIVETOGETHER CRADLE TO CAREER NETWORK, A NATIONAL MOVEMENT IMPACTING THE LIVES OF 13.7 MILLION YOUTH AND COUNTING.
Expenses $1,436,848 · Revenue $561,437
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Richard A SchwartzRICHARD A SCHWARTZ
DIRECTOR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Larry D PerkinsDR LARRY D PERKINS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
James Lewis IIIJAMES LEWIS III
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kripal K MehtaKRIPAL K MEHTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dianne Cooney MinerDIANNE COONEY MINER
DIRECTOR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Loisa BennettoLOISA BENNETTO
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Rashid MuhammadRASHID MUHAMMAD
DIRECTOR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Amy KahnAMY KAHN
SECOND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ronald RobertsRONALD ROBERTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa GoodmanMELISSA GOODMAN
DIRECTOR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Todd SavageTODD SAVAGE
FIRST VICE CHAIR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Jill GrazianoJILL GRAZIANO
DIRECTOR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Erin GraupmanERIN GRAUPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Victoria KaneVICTORIA KANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Toinette McClellan GunnTOINETTE MCCLELLAN GUNN
DIRECTOR - RESIGNED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
James SperryJAMES SPERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allison Pletzer WillemsALLISON PLETZER WILLEMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Renu BoraRENU BORA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen WashingtonKATHLEEN WASHINGTON
FIRST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Amy McDonaldAMY MCDONALD
DIRECTOR - JOINED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher HomanCHRISTOPHER HOMAN
DIRECTOR - JOINED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Jason HammerJASON HAMMER
DIRECTOR - JOINED DURING YEAR
- Total calculated
- $0
- Hours/week
- 1
-
Ann Marie WhiteANN MARIE WHITE
EXECUTIVE DIRECTOR - THRU MAR 2024
- Total calculated
- $248,714
- From this org
- $190,734
- From related orgs
- $0
- Other
- $57,980
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,734
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $57,980
- Filer's total
- $248,714
-
William BrienWILLIAM BRIEN
DIRECTOR OF FINANCE AND ADMINISTRATION
- Total calculated
- $77,595
- From this org
- $69,595
- From related orgs
- $0
- Other
- $8,000
- Hours/week
- 40
-
Lauri StranoLAURI STRANO
DIRECTOR OF PROGRAMS AND S
- Total calculated
- $156,771
- From this org
- $111,338
- From related orgs
- $0
- Other
- $45,433
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $111,338
- Bonus
- $0
- Other
- $0
- Deferred
- $32,617
- Nontaxable benefits
- $12,816
- Filer's total
- $156,771
-
Elizabeth DevaneyELIZABETH DEVANEY
DIRECTOR OF CENTER FOR SOC
- Total calculated
- $116,343
- From this org
- $111,862
- From related orgs
- $0
- Other
- $4,481
- Hours/week
- 40
-
Joseph McFallJOSEPH MCFALL
DIRECTOR OF DATA AND SCIENCE
- Total calculated
- $129,377
- From this org
- $105,378
- From related orgs
- $0
- Other
- $23,999
- Hours/week
- 40
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART VII, SECTION A, LINE 5:
- DURING 2022 THE ORGANIZATION LEASED 49 EMPLOYEES WHO RECEIVED A W2 FROM THE UNIVERSITY OF ROCHESTER. DURING THE FISCAL YEAR CHILDREN'S INSTITUTE, INC. REIMBURSED THE UNIVERSITY OF ROCHESTER $4,224,272 FOR THESE LEASED EMPLOYEES. IN 2022, THE CHILDREN'S INSTITUTE, INC. AND THE UNIVERSITY OF ROCHESTER BOTH ISSUED W2S TO LAURI STRANO. THE CHILDREN'S INSTITUTE, INC. ISSUED A W2 IN THE AMOUNT OF $30,246 AND NO BENEFITS. THE UNIVERSITY OF ROCHESTER ISSUED A W2 FOR $81,092 AND BENEFITS OF $12,816 WERE PAID. IN 2022, THE UNIVERSITY OF ROCHESTER ISSUED A W2 TO ELIZABETH DEVANEY, WHICH AMOUNTED TO $111,862 AND $4,481 OF BENEFITS PAID. IN 2022, THE UNIVERSITY OF ROCHESTER ISSUED A W2 TO JOSEPH MCFALL, WHICH AMOUNTED TO $105,378 AND $17,799 OF BENEFITS PAID. IN 2022, THE UNIVERSITY OF ROCHESTER ISSUED A W2 TO WILLIAM BRIEN, WHICH AMOUNTED TO $69,595 AND NO BENEFITS. IN 2022, THE UNIVERSITY OF ROCHESTER ISSUED A W2 TO ANN MARIE WHITE, IN THE AMOUNT OF $190,734 AND PAID BENEFITS OF $57,980.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
ROCHESTER CITY SCHOOL DISTRICT
$104,833
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
GREECE CENTRAL SCHOOL DISTRICT
$54,624
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
NEWARK CENTRAL SCHOOL DISTRICT
$21,587
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
$15,000
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
FRANKLINVILLE CENTRAL SCHOOLS
$14,442
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
PEARL RIVER
$11,250
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
BALLSTON SPA SCHOOL DISTRICT
$11,250
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
NORTH ROSE WOLCOTT
$11,239
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
NYC DEPARTMENT OF EDUCATION
$7,500
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
-
CHENANGO VALLEY CENTRAL SCHOOL DISTRICT
$6,808
ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
COMET INFORMATICS LLC
WEB-BASED INFORMATICS SYSTEM · NY · 92.14% owned · share of income $861,771 · share of assets $463,245
Directly controlled by CHILDREN'S INSTITUTE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349308334
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.