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Nonprofiteer
← ROCHESTER EDUCATION FOUNDATION INC

Form 990 for tax year 2023

Filed by ROCHESTER EDUCATION FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 9 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$202,563 changed to $865,440
Total expenses
$289,352 changed to $796,011
Contributions and grants received
$204,622 changed to $846,266
Grants paid
$13,741 changed to $8,450
Investment income
-$2,059 changed to $19,174
Total assets, end of year
$564,331 changed to $844,419
Total liabilities, end of year
$5,117 changed to $215,776
Net assets or fund balances, end of year
$559,214 changed to $628,643
Program services expenses
$246,721 changed to $651,266
Management and general expenses
$42,631 changed to $75,943
Fundraising expenses
$0 changed to $68,802
Program service expenses (Part III)
$246,721 changed to $651,266

Listed only on the earlier return

  • Christine Casalinuovo-Adams
  • Diane Caselli
  • Ebony Caldwell
  • Ian Mortimer
  • Kamaria Simmons
  • Mark Wagner
  • Marty Jacobson
  • Sara Kelly

Listed only on the later return

  • Bob Hartman
  • Dr Ebony Caldwell
  • Dr Ian Mortimer
  • Dr Sara Kelly
  • Dr Tyana Velazquez-Smith
  • Kammaria Simmons
  • Mary Beth Walker
  • Stacey Trien

Listed under a different title

  • Amy Stein: Executive Director then EXECUTIVE DI
  • Julie Cook: Chair then BOARD CHAIR

Totals

Total revenue
$865,440
Total expenses
$796,011
Contributions and grants received
$846,266
Grants paid
$8,450
Program service revenue
$0
Investment income
$19,174
Other revenue
$0
Total assets, end of year
$844,419
Total liabilities, end of year
$215,776
Net assets or fund balances, end of year
$628,643
Program services expenses (Part IX)
$651,266
Management and general expenses
$75,943
Fundraising expenses
$68,802
Program service expenses (Part III)
$651,266

Program services were 81.8% 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)

    $225,982

  • 1f · All other contributions, gifts and grants

    $620,284

  • 3 · Investment income

    total $19,174 · related or exempt $19,174

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $8,450 · program services $8,450

  • 7 · Other salaries and wages

    total $157,088 · program services $133,839 · management and general $23,249

  • 11c · Fees: accounting

    total $3,758 · management and general $3,758

  • 11g · Fees: other

    total $41,598 · program services $19,967 · management and general $21,631

  • 13 · Office expenses

    total $12,449 · program services $3,934 · management and general $8,515

  • 16 · Occupancy

    total $18,737 · program services $14,746 · management and general $3,991

  • 23 · Insurance

    total $8,557 · program services $3,329 · management and general $5,228

  • 24a · Other expenses: STUDENT ACTIVITIES

    total $337,852 · program services $337,852

  • 24b · Other expenses: BOOKS

    total $95,709 · program services $86,138 · management and general $9,571

  • 24c · Other expenses: EVENTS

    total $68,802 · fundraising $68,802

  • 24d · Other expenses: INSTRUMENTS

    total $40,430 · program services $40,430

  • 24e · All other expenses

    total $2,581 · program services $2,581

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $472,201 · end of year $742,272

  • 11 · Investments: publicly traded securities

    beginning of year $91,255 · end of year $101,297

  • 15 · Other assets

    beginning of year $875 · end of year $850

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,117 · end of year $12,759

  • 19 · Deferred revenue

    end of year $203,017

  • 27 · Net assets without donor restrictions

    beginning of year $165,604 · end of year $44,527

  • 28 · Net assets with donor restrictions

    beginning of year $393,610 · end of year $584,116

Mission and programs · 2023

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 $386,903 · Grants $188,687

  • 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 $42,554 · Grants $1,986

  • 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 $169,886 · Grants $86,483

  • 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.

    Expenses $51,923

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amy Stein

    EXECUTIVE DI

    Total calculated
    $66,300
    From this org
    $66,300
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Dr Ebony Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Julie Cook

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1.2

  • Bob Hartman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Dr Sara Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Sheila Monachino

    TREASURER

    Total calculated
    $0
    Hours/week
    1.2

  • Dr Ian Mortimer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Rich Pulvino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Kammaria Simmons

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Eric Steiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Stacey Trien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Dr Tyana Velazquez-Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

  • Mary Beth Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.2

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
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202501339349300020

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