ROCKFORD EDUCATION FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROCKFORD EDUCATION FOUNDATION (EIN 38-3034696)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-21
- IRS object ID
- 202303559349301700
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-21T17:14:19-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2311 EAST BELTLINE AVE SE STE 200 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383034696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKFORD EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROCK | BusinessNameControlTxt |
| Phone | 6168636317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 777 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49341 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GREKO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6168636317 | PhoneNum |
| Signature | 2023-12-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | GREKO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC A RYAN | PreparerPersonNm |
| PTIN | P01388772 | PTIN |
| Phone | 6169426440 | PhoneNum |
| Preparation | 2023-12-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN GREKO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 777 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $362,344 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ROCKFORDEDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or 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 & MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. COMMUNITY IMPACT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING THE MONTHLY BOARD MEETINGS. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $299,047 | PYContributionsGrantsAmt |
| CY Contributions Grants | $351,106 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $92 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,778 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$38,304 | PYOtherRevenueAmt |
| CY Other Revenue | -$58,556 | CYOtherRevenueAmt |
| PY Total Revenue | $260,835 | PYTotalRevenueAmt |
| CY Total Revenue | $294,328 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,878 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $125,942 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $97,650 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $106,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $34,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $37,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $125,061 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,921 | PYOtherExpensesAmt |
| CY Other Expenses | $45,509 | CYOtherExpensesAmt |
| PY Total Expenses | $283,949 | PYTotalExpensesAmt |
| CY Total Expenses | $314,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$23,114 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $711,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,974 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $709,017 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $730,754 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 & MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. COMMUNITY IMPACT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING THE MONTHLY BOARD MEETINGS. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $132,316 | ExpenseAmt |
| Grant | $125,942 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $132,316 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH MEYER-KRAFF | PersonNm |
| Phone | 6168636317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 777 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49341 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LESLIE POOT | ||||||
| CHAIRPERSON | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN GREKO | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM BREADON | ||||||
| VICE CHAIRPE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY VANCIL | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENN DAVIS | ||||||
| EXECUTIVE AT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA BAGWELL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KRISTY BECKER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOBBI JO BLANTON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JARED GAUSS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| HEIDI LAPLANTE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANNA LEITCH | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CATHY MANNOR | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KELLI ROSE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATY SCHEFFLER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY KAY SHAVER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOB WELLS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JILL SILVERMAN | ||||||
| DEVELOPMENT | 24.00 | Yes (X) | $43,999 | $0 | $0 | |
| ELIZABETH MEYER-KRAFF | ||||||
| EXECUTIVE DI | 32.00 | Yes (X) | $54,621 | $0 | $0 | |
| TRISH CASTIGLIONE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,620 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $1,709 | FederatedCampaignsAmt |
| Fundraising | $115,439 | FundraisingAmt |
| All Other Contributions | $233,958 | AllOtherContributionsAmt |
| Total Contributions | $351,106 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,778 | TotalRevenueColumnAmt |
| Exclusion | $1,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,460 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $115,439 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,016 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$58,556 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,328 | TotalRevenueColumnAmt |
| Exclusion | $1,778 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,171 | TotalAmt |
| Program Services | $117,171 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,771 | TotalAmt |
| Program Services | $8,771 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,621 | TotalAmt |
| Program Services | $5,917 | ProgramServicesAmt |
| Management And General | $23,669 | ManagementAndGeneralAmt |
| Fundraising | $69,035 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,614 | TotalAmt |
| Program Services | $457 | ProgramServicesAmt |
| Management And General | $1,827 | ManagementAndGeneralAmt |
| Fundraising | $5,330 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,544 | TotalAmt |
| Management And General | $1,544 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700 | TotalAmt |
| Management And General | $1,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Fundraising | $37,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,696 | TotalAmt |
| Fundraising | $13,696 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,959 | TotalAmt |
| Management And General | $1,959 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,063 | TotalAmt |
| Management And General | $8,063 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,269 | TotalAmt |
| Management And General | $5,269 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,147 | TotalAmt |
| Management And General | $3,147 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BANK FEES | $6,682 | $6,682 |
| CREDIT CARD FEES | $3,429 | $3,429 |
| BUSINESS REGISTRATION FEE | $20 | $20 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,686 | TotalAmt |
| Program Services | $132,316 | ProgramServicesAmt |
| Management And General | $57,309 | ManagementAndGeneralAmt |
| Fundraising | $125,061 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,964 | BOYAmt |
| EOY | $123,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,045 | BOYAmt |
| EOY | $609,223 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,009 | BOYAmt |
| EOY | $732,974 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992 | BOYAmt |
| EOY | $2,220 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992 | BOYAmt |
| EOY | $2,220 | 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 | $707,159 | BOYAmt |
| EOY | $728,896 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,858 | BOYAmt |
| EOY | $1,858 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,017 | BOYAmt |
| EOY | $730,754 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,009 | BOYAmt |
| EOY | $732,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$20,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,095 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $299,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,106 | CurrentTaxYearAmt |
| Total | $1,146,246 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,560 | CurrentTaxYearAmt |
| Total | $119,916 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $256,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $359,666 | CurrentTaxYearAmt |
| Total | $1,266,162 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $21,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,575 | CurrentTaxYearAmt |
| Total | $117,500 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $21,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,575 | CurrentTaxYearAmt |
| Total | $117,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,148,662 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,778 | CurrentTaxYearAmt |
| Total | $86,205 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,778 | CurrentTaxYearAmt |
| Total | $86,205 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $199,981 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $302,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $361,444 | CurrentTaxYearAmt |
| Total | $1,352,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87200 | PublicSupportPY509Pct |
| Investment Income CY | 0.06000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRETON GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2504 ARDMORE STREET SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $37,000 | RetainedByContractorAmt |
| Net To Organization | -$37,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $37,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$37,000 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE TASTE OF RO | Event1Nm |
| Gross Receipts Event1 | $109,099 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,539 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,560 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $8,675 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,945 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $20,379 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,333 | OtherDirectExpensesEvent1Amt |
| Event2 | HALL OF FAME | Event2Nm |
| Gross Receipts Event2 | $15,800 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,900 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $900 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,983 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $8,701 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $124,899 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $115,439 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,460 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,675 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,928 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,379 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,034 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $68,016 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$58,556 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ROCKFORD PUBLIC SCHOOLS | |||||||||
| 350 N MAIN ST | ROCKFORD | MI | 49341 | 386001986 | 115 | $85,670 | ACT. COST | SEE PART IV | TEACH/STUDENT GRANTS |
| INTERQUEST DETECTION CANINES OF MI | |||||||||
| PO BOX 73 | JENISON | MI | 49429 | $12,000 | COUNSELING DOGS | ||||
| ROCKFORD CHRISTIAN SCHOOL | |||||||||
| 6060 BELDING ROAD | ROCKFORD | MI | 49341 | 381880873 | 501C3 | $12,000 | OUTDOOR STRUCTURE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TEACHER GRANTS | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $8,771 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 & MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. COMMUNITY IMPACT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING THE MONTHLY BOARD MEETINGS. 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 37,000. 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. |
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