- Revenue 2024
- $1,040,147
- Expenses 2024
- $1,046,985
Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- B12
- Classification
- 2000
- Street
- 225 W BROAD ST SUITE B
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Amy SteinAMY STEIN
EXECUTIVE DI
- Total calculated
- $71,762
- From this org
- $71,762
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Dr Ebony CaldwellDR EBONY CALDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Julie CookJULIE COOK
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Bob HartmanBOB HARTMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Sara KellyDR SARA KELLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sheila MonachinoSHEILA MONACHINO
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Dr Ian MortimerDR IAN MORTIMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rich PulvinoRICH PULVINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kammaria SimmonsKAMMARIA SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Eric SteinerERIC STEINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stacey TrienSTACEY TRIEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Tyana Velazquez-SmithDR TYANA VELAZQUEZ-SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mary Beth WalkerMARY 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,040,147
- Expenses
- $1,046,985
- Contributions
- $1,025,302
- Grants paid
- $11,000
-
2023
- Revenue
- $865,440
- Expenses
- $796,011
- Contributions
- $846,266
- Grants paid
- $8,450
-
2023
- Revenue
- $202,563
- Expenses
- $289,352
- Contributions
- $204,622
- Grants paid
- $13,741
-
2022
- Revenue
- $566,644
- Expenses
- $493,720
- Contributions
- $553,194
- Grants paid
- $4,750
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $625,646
- Expenses
- $441,855
- Assets (EOY)
- $626,047
-
2020 · 990
- Revenue
- $444,536
- Expenses
- $353,425
- Assets (EOY)
- $434,334
-
2019 · 990
- Revenue
- $397,212
- Expenses
- $366,793
- Assets (EOY)
- $339,162
-
2018 · 990
- Revenue
- $379,340
- Expenses
- $343,484
- Assets (EOY)
- $300,632
-
2017 · 990
- Revenue
- $438,776
- Expenses
- $461,143
- Assets (EOY)
- $274,846
-
2016 · 990
- Revenue
- $453,195
- Expenses
- $463,841
- Assets (EOY)
- $414,516
-
2015 · 990
- Revenue
- $479,453
- Expenses
- $484,027
- Assets (EOY)
- $386,343
-
2014 · 990
- Revenue
- $486,094
- Expenses
- $437,668
- Assets (EOY)
- $418,529
-
2013 · 990
- Revenue
- $451,543
- Expenses
- $288,443
- Assets (EOY)
- $351,952
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$135,000
2024 CULTURE & ARTS
-
ROCHESTER AREA COMMUNITY FOUNDATION
$132,839
2024 K - 12 EDUCATION
-
ROCHESTER AREA COMMUNITY FOUNDATION
$102,729
2023 FOR GENERAL SUPPORT
-
2023 FOR RECIPIENT'S EXEMPT PURPOSE
-
$60,500
2023 EDUCATION
-
2024 FAFSA STUDENT SUPPORT
-
2023 For grant recipient's exempt purposes
-
2022 URBAN EDUCATION FUND
-
2022 GENERAL PURPOSES
-
2022 EDUCATION
The 10 largest by cash amount. The API serves every itemized grant.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.