2023-01-31T11:23:09-05:00 2022-06-30 383133790 ANDREWS HOOPER PAVLIK PLC 2311 EAST BELTLINE AVE SE STE 200 GRAND RAPIDS MI 49546 990 2021-07-01 383034696 ROCKFORD EDUCATION FOUNDATION ROCK 6168636317 PO BOX 777 ROCKFORD MI 49341 JOHN GREKO TREASURER 6168636317 2023-01-30 true JOHN GREKO 999009999 ERIC A RYAN P01388772 6169426440 2023-01-30 2021 2023-03-07 01:45:13Z JOHN GREKO PO BOX 777 ROCKFORD MI 49341 302805 false X WWW.ROCKFORDEDFOUNDATION.ORG X 1991 MI THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE AND SMALL GRANTS ARE AWARDED THREE TIMES ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. MAJOR GIFT GRANT REQUESTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, AND STUDENT GRANTS ARE REVIEWED AND APPROVED BY THE GRANTS COMMITTEE. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. 17 17 2 19 0 197510 299047 0 28646 92 17289 -38304 243445 260835 81135 114878 0 96841 97650 15000 34500 114930 31018 36921 223994 283949 19451 -23114 848439 711009 2628 1992 845811 709017 X THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE AND SMALL GRANTS ARE AWARDED THREE TIMES ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. MAJOR GIFT GRANT REQUESTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, AND STUDENT GRANTS ARE REVIEWED AND APPROVED BY THE GRANTS COMMITTEE. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. false false 120737 114878 THE PRIMARY PROGRAM SERVICE OF THE ROCKFORD EDUCATION FOUNDATION (REF) IS TO AWARD GRANTS TO EDUCATORS, STUDENTS, AND COMMUNITY MEMBERS WITH THE MISSION TO ENHANCE EDUCATIONAL OPPORTUNITIES. THE ORGANIZATION SUPPORTS LEARNERS OF ALL AGES FROM EARLY CHILDHOOD (PRE-SCHOOL) THROUGH AFTER RETIREMENT WITH THE AWARDING OF GRANTS FOR PROGRAMMING TARGETING THE AGING ADULT COMMUNITY. THE REF AWARDS GRANTS TO THE ROCKFORD PUBLIC SCHOOLS, PAROCHIAL SCHOOLS, AND OTHER NON-PROFIT ORGANIZATIONS THAT PROVIDE EDUCATIONAL OPPORTUNITIES IN ROCKFORD. 120737 true true false false false false false false false false false false false false false false false false false false false false false true true false false true true false false false false false false false false false false false false false false false false false false true 1 0 2 true false false false false true true true true false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true false false false MI X BETH MEYER-KRAFF 6168636317 PO BOX 777 ROCKFORD MI 49341 AMY VANCIL CHAIRPERSON 3.00 X X 0 0 0 JOHN GREKO TREASURER 2.00 X X 0 0 0 LESLIE POOT VICE CHAIRPE 2.00 X X 0 0 0 DUNCAN PURVIS SECRETARY 2.00 X X 0 0 0 JENN DAVIS EXECUTIVE AT 2.00 X X 0 0 0 TIM BREADON EXECUTIVE AT 2.00 X X 0 0 0 JEREMY AMSHEY TRUSTEE 0.50 X 0 0 0 KRISTY BECKER TRUSTEE 0.50 X 0 0 0 BOBBI JO BLANTON TRUSTEE 0.50 X 0 0 0 AMANDA BRAND TRUSTEE 0.50 X 0 0 0 TRISH CASTIGLIONE TRUSTEE 0.50 X 0 0 0 HEIDI LAPLANTE TRUSTEE 0.50 X 0 0 0 ANNA LEITCH TRUSTEE 0.50 X 0 0 0 CATHY MANNOR TRUSTEE 0.50 X 0 0 0 KELLI ROSE TRUSTEE 0.50 X 0 0 0 KATY SCHEFFLER TRUSTEE 0.50 X 0 0 0 MARY KAY SHAVER TRUSTEE 0.50 X 0 0 0 ELIZABETH MEYER-KRAFF EXECUTIVE DI 32.00 X 50575 0 0 JILL SILVERMAN DEVELOPMENT 24.00 X 40740 0 0 91315 false false false 813 77650 220584 299047 92 92 3666 77650 41970 -38304 260835 92 100926 100926 13952 13952 91315 5479 21916 63920 6335 380 1520 4435 1550 1550 34500 34500 12075 12075 1627 1627 7563 7563 1804 1804 1069 1069 BANK FEES 5841 5841 CREDIT CARD FEES 5392 5392 283949 120737 48282 114930 28093 57964 820346 653045 848439 711009 2628 1992 2628 1992 X 843953 707159 1858 1858 845811 709017 848439 711009 -23114 -113680 X false false false X 136071 143525 155058 197510 299047 931211 14070 25568 23142 58980 3666 125426 150141 169093 178200 256490 302713 1056637 8415 21510 29925 8415 21510 29925 1026712 36308 30888 24801 28646 92 120735 36308 30888 24801 28646 92 120735 57 57 186506 199981 203001 285136 302805 1177429 0.87200 0.85840 0.10000 0.14000 X PART III, LINE 12 MISCELLANEOUS INCOME 57 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X true THE BRETON GROUP 2504 ARDMORE STREET SE GRAND RAPIDS MI 49506 CONSULTING false 34500 -34500 34500 -34500 All States THE TASTE OF RO 81316 77650 3666 15400 8259 12756 4651 81316 77650 3666 15400 8259 12756 4651 41066 -37400 true ROCKFORD PUBLIC SCHOOLS 350 N MAIN ST ROCKFORD MI 49341 386001986 115 74359 16369 ACT. COST SEE PART IV TEACH/STUDENT GRANTS 1 TEACHER GRANTS 36 13037 COMMUNITY GRANTS 1 915 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ROCKFORD EDUCATION FOUNDATION (REF) AWARDS GRANT DOLLARS TO EDUCATIONAL PROGRAMMING WITHIN THE ROCKFORD COMMUNITY BASED ON A REIMBURSEMENT PROCESS. ALL GRANTS ARE AWARDED AFTER REVIEW OF APPLICATIONS AND ENSURING THE GRANT MEETS THE REQUIREMENTS OF THE REF GRANT GUIDELINES. ONCE THE APPLICATION IS APPROVED BY THE REF BOARD OF TRUSTEES THE APPLICANTS ARE NOTIFIED INITIALLY VIA A GENERAL EMAIL FOLLOWED UP BY DETAILED APPROVAL IN A LETTER THAT IS SENT TO THEM THROUGH THE ROCKFORD PUBLIC SCHOOLS (RPS) INTERNAL MAIL OR U.S. POSTAL SERVICE IF A NON-RPS GRANT. RPS GRANTS ARE MONITORED VIA TWO DIFFERENT PROCESSES. UNIQUE TO RPS AWARDED GRANTS, ITEMS PURCHASED AS A RESULT OF AN AWARDED GRANT ARE PURCHASED BY RPS AND THEN RPS INVOICES REF TO REIMBURSE THE SCHOOL DISTRICT. SECONDLY, SIMILAR TO GRANTS OUTSIDE OF THE RPS (PAROCHIAL OR COMMUNITY GROUP) THE GRANTEE PURCHASES ITEMS WITH THEIR PERSONAL FUNDS, PROVIDES REF WITH RECEIPTS AND/OR PROOF OF PAYMENT, THEN THE REF WILL REIMBURSE THE GRANT APPLICANT FOR THE PURCHASED ITEMS PERTAINING TO THE APPROVED GRANT. SCHEDULE I, PAGE 4, PART IV PART II, GRANTS TO ORGANIZATIONS NONCASH CONTRIBUTIONS TO ROCKFORD PUBLIC SCHOOLS WERE AS FOLLOWS: SPORT BOOSTERS: 7,939 BAND PARENTS: 4,500 MARKETING MATERIALS: 3,930 TOTAL: 16,369 FORM 990 - ORGANIZATION'S MISSION THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE AND SMALL GRANTS ARE AWARDED THREE TIMES ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. MAJOR GIFT GRANT REQUESTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, AND STUDENT GRANTS ARE REVIEWED AND APPROVED BY THE GRANTS COMMITTEE. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. FORM 990 ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION. FORM 990, PART I, LINE 16A - PROFESSIONAL FUNDRAISING EXPENSES REF HAS HIRED PROFESSIONAL FUND DEVELOPMENT CONTRACTORS, THE BRETON GROUP, TO ASSIST WITH A MAJOR GIFTS CAMPAIGN THAT WILL SUPPORT SPECIFIC INITIATIVES WITHIN ROCKFORD PUBLIC SCHOOLS. THE AMOUNT BUDGETED FOR THE PROFESSIONAL FUNDRAISING SUPPORT IS 34,800. THE GOAL OF THE CAMPAIGN IS TO RAISE 406,000 OVER 3 YEARS, WHICH WILL BE DISTRIBUTED IN THE FORM OF EDUCATIONAL GRANTS. FORM 990, PAGE 6, PART VI, LINE 11B THE ROCKFORD EDUCATION FOUNDATION (REF) ENGAGES A CPA FIRM WITH NONPROFIT EXPERIENCE TO ASSIST WITH THE PREPARATION OF THE FORM 990. THE FINANCE COMMITTEE REVIEWS THE FORM 990 PRIOR TO FILING, AND IT IS MADE AVAILABLE TO ALL REF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 12C THE ROCKFORD EDUCATION FOUNDATION'S (REF'S) CONFLICT OF INTEREST POLICY STATES THAT ANY MEMBER OF ITS BOARD OF TRUSTEES, EXECUTIVE DIRECTOR OR STAFF WILL DISCLOSE TO THE BOARD CHAIR ANY PERSONAL INTERESTS IN ANY MATTER PENDING BEFORE REF AND SHALL REFRAIN FROM PARTICIPATION IN ANY DISCUSSION OR DECISION ON SUCH MATTER. ANY NEW TRUSTEE IS GIVEN THE CONFLICT OF INTEREST POLICY AT THE TIME OF THEIR ELECTION, AND THE ENTIRE BOARD OF TRUSTEES REVIEWS THE POLICY AND DISCLOSURES ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION WILL MAKE AVAILABLE, UPON REQUEST, COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FORM 990 AND RELATED SCHEDULES, AS REQUIRED TO BE MADE AVAILABLE.