CHILDRENS INSTITUTE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS INSTITUTE INC (EIN 23-7102632)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202641349349310869
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:54:12-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 WOODCLIFF DRIVE SUITE 2A | AddressLine1Txt |
| City | FAIRPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237102632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 5852951000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 SAINT PAUL STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR LARRY D PERKINS | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5852951000 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE VANBRAMER | PreparerPersonNm |
| PTIN | P01523969 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR LARRY D PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 SAINT PAUL STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,003,073 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHILDRENSINSTITUTE.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,470,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,171,031 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,455,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $903,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $229,348 | PYInvestmentIncomeAmt |
| CY Investment Income | $361,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,016 | PYOtherRevenueAmt |
| CY Other Revenue | $18,729 | CYOtherRevenueAmt |
| PY Total Revenue | $8,168,775 | PYTotalRevenueAmt |
| CY Total Revenue | $5,455,399 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $351,335 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $313,589 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,169,696 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,451,804 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $70,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,300,302 | PYOtherExpensesAmt |
| CY Other Expenses | $1,580,134 | CYOtherExpensesAmt |
| PY Total Expenses | $8,821,333 | PYTotalExpensesAmt |
| CY Total Expenses | $6,345,527 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$652,558 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$890,128 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,466,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,099,922 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,696,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,160,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,770,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,939,862 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JOINING TOGETHER TO RAISE EVERY CHILD'S COMPLETE WELLBEING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,388,782 | ExpenseAmt |
| Grant | $313,589 | GrantAmt |
| Revenue | $774,059 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,060,345 | ExpenseAmt |
| Revenue | $148,262 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $456,748 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $105,597 | $239 | 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. |
| $1,699,699 | $150 | 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,805,296 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $389 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,711,171 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE PASSERO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852951000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 SAINT PAUL STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR LARRY D PERKINS | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANNE COONEY MINER | ||||||||
| FIRST VICE CHAIR - RESIGNED DURING YEAR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LOISA BENNETTO | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RASHID MUHAMMAD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY KAHN | ||||||||
| SECOND VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TODD SAVAGE | ||||||||
| DIRECTOR - RESIGNED DURING YEAR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES SPERRY | ||||||||
| DIRECTOR - RESIGNED DURING YEAR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON PLETZER WILLEMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENU BORA | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER HOMAN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MILKS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GOODWIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN OSTROWSKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENA PHILLIPS SWANSON | ||||||||
| FIRST VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WINTERHALTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY HARTMANN | ||||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $144,750 | $0 | $0 | |||
| LAURI STRANO | ||||||||
| DIRECTOR OF PROGRAMS AND SERVICES | 40.00 | $121,171 | $0 | $15,173 | Yes (X) | |||
| ELIZABETH DEVANEY | ||||||||
| DIRECTOR OF CENTER FOR SOCIAL AND EMOTIONAL LEARNI | 40.00 | $120,035 | $0 | $0 | Yes (X) | |||
| JOSEPH MCFALL | ||||||||
| DIRECTOR OF DATA AND SCIENCE | 40.00 | $120,771 | $0 | $23,614 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $506,727 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF ROCHESTER | |||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | LEASE OF EMPLOYEES | $4,337,121 |
| UNIVERSITY OF ROCHESTER RESEARCH AND ACC | |||||
| PO BOX 278832 | ROCHESTER | NY | 14627 | SUBCONTRACTOR | $183,791 |
| DEPARTMENT OF HUMAN SERVICES | |||||
| 111 WESTFALL ROAD | ROCHESTER | NY | 14620 | SUBCONTRACTOR | $114,905 |
| COMET INFORMATICS LLC | |||||
| 360 PACKETTS LANDING | FAIRPORT | NY | 14450 | DATA COLLECTION AND MANAGEMENT | $109,827 |
| ROCHESTER CITY SCHOOL DISTRICT | |||||
| 131 WEST BROAD STREET | ROCHESTER | NY | 14614 | SUBCONTRACTOR | $105,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $28,856 | FederatedCampaignsAmt |
| Government Grants | $1,619,142 | GovernmentGrantsAmt |
| All Other Contributions | $2,523,033 | AllOtherContributionsAmt |
| Total Contributions | $4,171,031 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE REVENU | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $903,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $903,981 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $903,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,156 | TotalRevenueColumnAmt |
| Exclusion | $99,156 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,700 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,700 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $650,517 | SecuritiesAmt |
| Other | $130,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $472,517 | SecuritiesAmt |
| Other | $45,498 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,000 | SecuritiesAmt |
| Other | $84,502 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,502 | TotalRevenueColumnAmt |
| Exclusion | $262,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $33,688 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $14,959 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,729 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,455,399 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $922,710 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,658 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,589 | TotalAmt |
| Program Services | $313,589 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,501 | TotalAmt |
| Program Services | $7,313 | ProgramServicesAmt |
| Management And General | $153,000 | ManagementAndGeneralAmt |
| Fundraising | $27,188 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,831,386 | TotalAmt |
| Program Services | $2,466,993 | ProgramServicesAmt |
| Management And General | $355,453 | ManagementAndGeneralAmt |
| Fundraising | $8,940 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,718 | TotalAmt |
| Program Services | $790,871 | ProgramServicesAmt |
| Management And General | $172,691 | ManagementAndGeneralAmt |
| Fundraising | $3,156 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,199 | TotalAmt |
| Program Services | $219,341 | ProgramServicesAmt |
| Management And General | $244,875 | ManagementAndGeneralAmt |
| Fundraising | $1,983 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,618 | TotalAmt |
| Management And General | $5,618 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,500 | TotalAmt |
| Management And General | $49,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,348 | TotalAmt |
| Program Services | $15,348 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,927 | TotalAmt |
| Management And General | $15,927 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,505 | TotalAmt |
| Program Services | $555,855 | ProgramServicesAmt |
| Management And General | $12,450 | ManagementAndGeneralAmt |
| Fundraising | $13,200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,969 | TotalAmt |
| Program Services | $84,458 | ProgramServicesAmt |
| Management And General | $36,511 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6 | TotalAmt |
| Program Services | $124,117 | ProgramServicesAmt |
| Management And General | -$125,915 | ManagementAndGeneralAmt |
| Fundraising | $1,804 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,786 | TotalAmt |
| Management And General | $189,786 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,435 | TotalAmt |
| Program Services | $199,104 | ProgramServicesAmt |
| Management And General | $3,291 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,497 | TotalAmt |
| Management And General | $19,497 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,435 | TotalAmt |
| Program Services | $78,172 | ProgramServicesAmt |
| Management And General | $3,331 | ManagementAndGeneralAmt |
| Fundraising | $932 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,946 | TotalAmt |
| Management And General | $36,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $260,162 | $212,069 | $43,920 | $4,173 |
| ALLOCATION OF OVERHEAD | $0 | $643,941 | -$653,255 | $9,314 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,345,527 | TotalAmt |
| Program Services | $5,711,171 | ProgramServicesAmt |
| Management And General | $563,626 | ManagementAndGeneralAmt |
| Fundraising | $70,730 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,364 | BOYAmt |
| EOY | $13,609 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,544 | BOYAmt |
| EOY | $388,782 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,864 | BOYAmt |
| EOY | $565,338 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $50,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,873 | BOYAmt |
| EOY | $13,755 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,164 | BOYAmt |
| EOY | $171,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $900,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $885,138 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,881 | BOYAmt |
| EOY | $14,947 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,560,328 | BOYAmt |
| EOY | $1,469,057 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,706 | BOYAmt |
| EOY | $1,744,338 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,388 | BOYAmt |
| EOY | $89,388 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,825 | BOYAmt |
| EOY | $579,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,466,937 | BOYAmt |
| EOY | $5,099,922 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,932 | BOYAmt |
| EOY | $444,073 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,061,833 | BOYAmt |
| EOY | $700,684 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,934 | BOYAmt |
| EOY | $393,934 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,675 | BOYAmt |
| EOY | $621,369 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,696,374 | BOYAmt |
| EOY | $2,160,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,635,431 | BOYAmt |
| EOY | $1,804,461 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,132 | BOYAmt |
| EOY | $1,135,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,770,563 | BOYAmt |
| EOY | $2,939,862 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,466,937 | BOYAmt |
| EOY | $5,099,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$890,128 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $59,427 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,977,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,111,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,275,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,470,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,171,031 | CurrentTaxYearAmt |
| Total | $24,005,765 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,977,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,111,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,275,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,470,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,171,031 | CurrentTaxYearAmt |
| Total | $24,005,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,005,765 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,156 | CurrentTaxYearAmt |
| Total | $516,346 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,522,111 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,304,194 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $113,751 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,348 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $129,099 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,216,428 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,345,527 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $467,276 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $116,819 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $467,584 | CurrentYearMinus3Amt |
| Current Year Minus2 | $531,611 | CurrentYearMinus2Amt |
| Current Year Minus1 | $591,329 | CurrentYearMinus1Amt |
| Current Year | $467,276 | CurrentYearAmt |
| Total | $2,057,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,086,700 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $192,773 | CurrentYearMinus3Amt |
| Current Year Minus2 | $184,859 | CurrentYearMinus2Amt |
| Current Year Minus1 | $190,103 | CurrentYearMinus1Amt |
| Current Year | $129,099 | CurrentYearAmt |
| Total | $696,834 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $116,896 | CurrentYearMinus3Amt |
| Current Year Minus2 | $132,903 | CurrentYearMinus2Amt |
| Current Year Minus1 | $147,832 | CurrentYearMinus1Amt |
| Current Year | $116,819 | CurrentYearAmt |
| Total | $514,450 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $771,675 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $111,477 | CurrentYearMinus3Amt |
| Current Year Minus2 | $131,505 | CurrentYearMinus2Amt |
| Current Year Minus1 | $139,189 | CurrentYearMinus1Amt |
| Current Year | $113,751 | CurrentYearAmt |
| Total | $495,922 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 16 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $11,702 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $18,401 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,120,975 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,216,962 | BeginningYearBalanceAmt |
| Contributions | $146,323 | ContributionsAmt |
| Investment Earnings Or Losses | $336,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $462,049 | OtherExpendituresAmt |
| Administrative Expenses | $15,929 | AdministrativeExpensesAmt |
| End Year Balance | $3,221,890 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,109,969 | BeginningYearBalanceAmt |
| Contributions | $111,667 | ContributionsAmt |
| Investment Earnings Or Losses | $319,105 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $308,693 | OtherExpendituresAmt |
| Administrative Expenses | $15,086 | AdministrativeExpensesAmt |
| End Year Balance | $3,216,962 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,183,698 | BeginningYearBalanceAmt |
| Contributions | $74,136 | ContributionsAmt |
| Investment Earnings Or Losses | $295,450 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $427,687 | OtherExpendituresAmt |
| Administrative Expenses | $15,628 | AdministrativeExpensesAmt |
| End Year Balance | $3,109,969 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,835,209 | BeginningYearBalanceAmt |
| Contributions | $93,800 | ContributionsAmt |
| Investment Earnings Or Losses | -$409,013 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $317,774 | OtherExpendituresAmt |
| Administrative Expenses | $18,524 | AdministrativeExpensesAmt |
| End Year Balance | $3,183,698 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,937,422 | BeginningYearBalanceAmt |
| Contributions | $145,227 | ContributionsAmt |
| Investment Earnings Or Losses | $775,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,636 | OtherExpendituresAmt |
| Administrative Expenses | $15,613 | AdministrativeExpensesAmt |
| End Year Balance | $3,835,209 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.65208 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.34792 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,091 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $661,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $647,047 | DepreciationAmt |
| Book Value | $14,947 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,947 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| 71,061.7130 SHS VANGUARD TOTAL BOND MARKET-ADM | $687,877 | F |
| 3,850.00 SHS ISHARES CORE MSCI INTL DEV MKTS | $292,754 | F |
| 1,230.00 SHS ISHARES CORE S&P 500 | $763,707 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,744,338 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSETS | Desc |
| Book Value | $579,134 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $579,134 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITY DEPOSITS | $1,225 |
| LEASE LIABILITIES | $620,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $621,369 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,613,558 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $59,427 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $85,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $29,659 | OtherRevenueAmt |
| Revenue Not Reported | $174,086 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,439,472 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,927 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,927 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,455,399 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,444,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $85,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $29,659 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $114,659 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,329,600 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,927 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,927 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,345,527 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO FUND PROGRAMS OF THE ORGANIZATION AND IN ACCORDANCE WITH DONOR DESIGNATED STIPULATIONS. |
| PART X, LINE 2: | THE INSTITUTE IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE INSTITUTE FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ALSO FILES IN NEW YORK STATE. COMET INFORMATICS, LLC IS A FORPROFIT ENTITY SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE INSTITUTE'S AND COMET INFORMATICS, LLC'S CURRENT AND PRIOR THREE YEARS TAX RETURNS REMAIN SUBJECT TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT OF THE INSTITUTE BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF MEASURES 14,959. RENTAL SUBLEASE EXPENSES 14,700. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF MEASURES 14,959. RENTAL SUBLEASE EXPENSES 14,700. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BALLSTON SPA SCHOOL DISTRICT | ||||||||||
| 70 MALTA AVENUE | BALLSTON SPA | NY | 12020 | 146004258 | N/A | $11,248 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| DOBBS FERRY UNION FREE CENTRAL SCHOOL DISTRICT | ||||||||||
| 175 WALGROVE AVE | DOBBS FERRY | NY | 10522 | 136007112 | N/A | $9,234 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| CLYDE SAVANNAH CENTRAL SCHOOL DISTRICT | ||||||||||
| 215 GLASGOW STREET | CLYDE | NY | 14433 | 160916866 | N/A | $10,339 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| FLORIDA UNION FREE SCHOOL DISTRICT | ||||||||||
| 478 ROUND HILL ROAD | FLORIDA | NY | 10921 | 146002005 | N/A | $12,832 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| FRANKLINVILLE CENTRAL SCHOOLS | ||||||||||
| 31 N MAIN STREET | FRANKLINVILLE | NY | 14737 | 166001746 | N/A | $6,582 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| GREECE CENTRAL SCHOOL DISTRICT | ||||||||||
| 750 MAIDEN LANE | ROCHESTER | NY | 14615 | 166001774 | N/A | $57,225 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| HONEOYE CENTRAL SCHOOL DISTRICT | ||||||||||
| 8528 MAIN STREET | HONEOYE | NY | 14471 | 166001809 | N/A | $11,184 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| MORIAH CENTRAL SCHOOL DISTRICT | ||||||||||
| 39 VIKING LANE | PORT HENRY | NY | 12974 | 146013689 | N/A | $11,250 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| RED CREEK CENTRAL SCHOOL DISTRICT | ||||||||||
| 6624 SOUTH STREET | RED CREEK | NY | 13143 | 156002350 | N/A | $5,625 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| ROCHESTER CITY SCHOOL DISTRICT | ||||||||||
| 131 WEST BROAD STREET | ROCHESTER | NY | 14614 | 166002010 | N/A | $105,010 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| WATERTOWN CITY SCHOOLS | ||||||||||
| 1351 WASHINGTON STREET | WATERTOWN | NY | 13601 | 156010007 | N/A | $37,480 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| WEEDSPORT CENTRAL SCHOOL DISTRICT | ||||||||||
| 2824 E BRUTUS ST | WEEDSPORT | NY | 13166 | 156002430 | N/A | $14,375 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| WINDSOR CENTRAL SCHOOL DISTRICT | ||||||||||
| 1191 NY ROUTE 79 | WINDSOR | NY | 13865 | 156002440 | N/A | $14,805 | $0 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH PREPARATION AND REVIEW OF MONTHLY FINANCIAL REPORTS, MANAGEMENT AND BOARD OVERSIGHT, AND, AS REQUIRED, PERIODIC REPORTS TO THE GRANTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII, SECTION A, LINE 5: | FormAndLineReferenceDesc |
| Explanation | DURING 2024 THE ORGANIZATION LEASED 48 EMPLOYEES WHO RECEIVED A W2 FROM THE UNIVERSITY OF ROCHESTER. DURING THE FISCAL YEAR CHILDREN'S INSTITUTE, INC. REIMBURSED THE UNIVERSITY OF ROCHESTER $4,337,121 FOR THESE LEASED EMPLOYEES. IN 2024, CHILDREN'S INSTITUTE, INC. AND THE UNIVERSITY OF ROCHESTER BOTH ISSUED W2S TO LAURI STRANO. CHILDREN'S INSTITUTE, INC. ISSUED A W2 IN THE AMOUNT OF $31,307 AND NO BENEFITS. THE UNIVERSITY OF ROCHESTER ISSUED A W2 FOR $89,865 AND BENEFITS OF $15,173 WERE PAID. IN 2024, THE UNIVERSITY OF ROCHESTER ISSUED A W2 TO ELIZABETH DEVANEY, WHICH AMOUNTED TO $120,035 AND NO BENEFITS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | DURING 2024 THE ORGANIZATION LEASED 48 EMPLOYEES WHO RECEIVED A W2 FROM THE UNIVERSITY OF ROCHESTER. DURING THE FISCAL YEAR CHILDREN'S INSTITUTE, INC. REIMBURSED THE UNIVERSITY OF ROCHESTER $4,337,121 FOR THESE LEASED EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | TERRY HARTMANN, INTERIM EXECUTIVE DIRECTOR OF CI ALSO SERVES AS A BOARD DIRECTOR FOR COMET. THREE OF CI'S BOARD MEMBERS ARE ALSO BOARD MEMBERS OF COMET [LARRY PERKINS, (CHAIR OF BOTH), RENU BORA, AND CHRISTOPHER HOMAN]. DIRK HIGHTOWER IS AN ADVISOR FOR CI AND THE FORMER DIRECTOR OF COMET. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE GOVERNING BODY (BOARD OF CHILDREN'S INSTITUTE, INC.) HAS BEEN PROVIDED A COMPLETE COPY OF THIS FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF AND BOARD MEMBERS ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST SURVEY AND AGREE TO FOLLOW THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY 3-5 YEARS A COMPARISON IS MADE TO THE COMPENSATION OF CEO'S OF SIMILAR EXEMPT ORGANIZATIONS. THE PERFORMANCE OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE REVIEW IS DOCUMENTED IN A WRITTEN REPORT WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR. THE COMPENSATION OF OTHER EMPLOYEES OF THE ORGANIZATION IS COMPARED ANNUALLY WITH THE UNIVERSITY OF ROCHESTER WAGE SCHEDULES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE POLICY MANUAL, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, AS WELL AS THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMET INFORMATICS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 PACKETTS LANDING | AddressLine1Txt |
| City | FAIRPORT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453141733 | EIN |
| Primary Activities | WEB-BASED INFORMATICS SYSTEM | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Share Of Total Income | $671,483 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $128,845 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.92140 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III - | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS A 92% OWNERSHIP INTEREST IN COMET INFORMATICS LLC AND CONTRACTED WITH THE LLC TO PROVIDE SERVICES FOR THE COMET PROGRAM. THE SERVICES PROVIDED INCLUDE A WEB-BASED INFORMATICS SYSTEM TO BETTER MEET THE ASSESSMENT, EVALUATION AND ACCOUNTABILITY NEEDS FOR THE ORGANIZATION'S PROGRAMS. IN ADDITION, TERRY HARTMANN WAS IN THE POSITIONS OF INTERIM EXECUTIVE DIRECTOR OF THE ORGANIZATION AND BOARD DIRECTOR OF COMET INFORMATICS LLC. ADDITIONALLY, BOTH THE ORGANIZATION AND COMET HAVE THE FOLLOWING BOARD MEMBERS: LARRY PERKINS (CHAIR), CHRISTOPHER HOMAN, AND RENU BORA. | ExplanationTxt |
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