CENTER FOR GOVERNMENTAL RESEARCH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR GOVERNMENTAL RESEARCH INC (EIN 16-0754774)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-27
- IRS object ID
- 202202709349301675
- Schema version
- 2021v4.2
- 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 | 2022-09-27T16:25:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160754774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR GOVERNMENTAL RESEARCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 5853277050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH WASHINGTON STREET 400 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146141135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA ROSENBERG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5853277050 | PhoneNum |
| Signature | 2022-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIKA | PersonFirstNm |
| Person Last | ROSENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE CAIN | PreparerPersonNm |
| PTIN | P00150750 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2022-08-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIKA ROSENBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH WASHINGTON STREET 400 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 146141135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,874,865 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CGR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE CENTER FOR GOVERNMENTAL RESEARCH, INC. (CGR) IS A NONPROFIT, NONPARTISAN ORGANIZATION THAT PROVIDES RESEARCH, ANALYSIS, MANAGEMENT GUIDANCE AND IMPLEMENTATION SUPPORT TO GOVERNMENTS AND NONPROFITS. CGR INFORMS AND EMPOWERS LEADERS DRIVING POSITIVE ORGANIZATIONAL CHANGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $241,405 | PYContributionsGrantsAmt |
| CY Contributions Grants | $74,590 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,302,348 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,485,872 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,938 | PYInvestmentIncomeAmt |
| CY Investment Income | $104,021 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,592,691 | PYTotalRevenueAmt |
| CY Total Revenue | $1,664,483 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,203,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,118,065 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $425 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $353,650 | PYOtherExpensesAmt |
| CY Other Expenses | $406,270 | CYOtherExpensesAmt |
| PY Total Expenses | $1,557,073 | PYTotalExpensesAmt |
| CY Total Expenses | $1,524,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,618 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $140,148 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,521,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,854,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $877,334 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $839,895 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,644,434 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,014,303 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CGR DRIVES POSITIVE COMMUNITY CHANGE THROUGH THE HIGHEST QUALITY RESEARCH, ANALYSIS, DATA INSIGHTS AND COLLABORATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $902,146 | ExpenseAmt |
| Revenue | $1,485,872 | RevenueAmt |
| Desc | RESEARCHCGR'S PRIMARY ACTIVITY IS PROVIDING MANAGEMENT CONSULTING SERVICES OR MANAGEMENT TOOLS TO CLIENTS, UTILIZING STAFF EXPERTISE THAT SPANS ECONOMICS AND PUBLIC FINANCE; GOVERNMENT MANAGEMENT; HEALTH AND HUMAN SERVICES; PUBLIC SAFETY; EDUCATION; AND STRATEGIC PLANNING. CGR ALSO CONDUCTS RESEARCH IN THE PUBLIC INTEREST THAT IS NOT FUNDED BY CLIENTS. WE IDENTIFY PROJECTS TO PURSUE BASED UPON THE WORK WE DO, CONVERSATIONS WITH LEADERS WE MEET WHILE CONDUCTING RESEARCH, AND INTERNAL ASSESSMENT ABOUT WHETHER A PARTICULAR ISSUE IS BEING ADEQUATELY ADDRESSED BY OTHERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,595 | ExpenseAmt |
| Desc | PUBLIC SERVICETHE CGR STAFF PROVIDES COMMUNITY OUTREACH AND PUBLIC SERVICE SUPPORT TO MANY OTHER NON-PROFIT ORGANIZATIONS, BOARDS, COMMITTEES, AND COMMUNITY CONVERSATIONS. WE ALSO PROVIDE SUPPORT TO INDIVIDUALS AND OTHER ORGANIZATIONS SEEKING INFORMATION ON PUBLIC POLICY ISSUES. WE ROUTINELY LINK INQUIRING MEMBERS OF THE COMMUNITY TO RESOURCES AND RESEARCH COMPLETED BY CGR ON TOPICS RANGING FROM GOVERNMENT CONSOLIDATION TO HEALTH AND HUMAN SERVICE DATA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $307,707 | ExpenseAmt |
| Desc | PROJECT DEVELOPMENTCGR RESPONDS TO REQUESTS FOR PROPOSALS FOR TARGETED MANAGEMENT CONSULTING SERVICES ISSUED BY GOVERNMENTS AND NONPROFITS AND ALSO PROACTIVELY MARKETS SERVICES AND PRODUCTS TO POTENTIAL CLIENTS. CGR PRODUCTS ARE HANDS-ON MEASUREMENT TOOLS THAT PUT CUSTOMIZED, UP-TO-DATE INFORMATION AT CLIENTS' FINGERTIPS, PROVIDING ON-DEMAND DECISION SUPPORT. USING THE APPROPRIATE TOOL, A CLIENT CAN PROFILE A COMMUNITY'S NEEDS OR WEIGH THE ECONOMIC IMPACT OF NEW INITIATIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,250,448 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | 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 |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY GLOVER | PersonNm |
| Phone | 5853277050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WASHINGTON ST SUITE 400 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14614 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ERIKA ROSENBERG | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $136,322 | $0 | $8,400 |
| VICTOR SALERNO | ||||||
| TRUSTEE (THRU FEB 2021) | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOHN MCKENNA | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ALEX CASTRO | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ANDREW CHILDS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WADE NORWOOD | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOEL FRATER | ||||||
| SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEXANDER ZAPESOCHNY | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE NASIPAK-CHAPMAN | ||||||
| VICE CHAIRMAN | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID FIEDLER | ||||||
| CHAIRMAN | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT DUFFY | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CORINDA CROSSDALE | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA FARRELMAN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| TODD LIEBERT | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CICELY STRICKLAND-RUIZ | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ANGELA PEREZ-DELGADO | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH STENDARDI | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WARREN HERN | ||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIELE LYMAN-TORRES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARISOL RAMOS-LOPEZ | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| THOMAS ROGERS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PAUL EISENSTAT | ||||||
| VICE CHAIRMAN (THRU FEB 2021) | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAURICIO RIVEROS | ||||||
| SECRETARY (THRU FEB 2021) | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY GLOVER | ||||||
| CFO & ASSISTANT TREASURER | 40.00 | Yes (X) | $93,773 | $0 | $5,220 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $230,095 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,620 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WJM PROPERTIES LLC | |||||
| 55 SULLYS TRAIL | PITTSFORD | NY | 14534 | OFFICE SPACE LEASE | $112,934 |
| RAND CORPORATION | |||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90407 | CONSULTANT ON GRASA PROJECT | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $74,590 | AllOtherContributionsAmt |
| Total Contributions | $74,590 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PUBLIC REIMBURSEMENT F | 541610 | $1,481,372 | $1,481,372 |
| MISCELLANEOUS | 900099 | $4,500 | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,485,872 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,298 | TotalRevenueColumnAmt |
| Exclusion | $87,298 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $227,105 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $210,382 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,723 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,723 | TotalRevenueColumnAmt |
| Exclusion | $16,723 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,664,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,485,872 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,021 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,152 | TotalAmt |
| Program Services | $210,559 | ProgramServicesAmt |
| Management And General | $51,513 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $675,474 | TotalAmt |
| Program Services | $542,551 | ProgramServicesAmt |
| Management And General | $132,706 | ManagementAndGeneralAmt |
| Fundraising | $217 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,901 | TotalAmt |
| Program Services | $27,231 | ProgramServicesAmt |
| Management And General | $6,660 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,899 | TotalAmt |
| Program Services | $63,374 | ProgramServicesAmt |
| Management And General | $15,500 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,639 | TotalAmt |
| Program Services | $54,328 | ProgramServicesAmt |
| Management And General | $13,290 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567 | TotalAmt |
| Management And General | $567 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,475 | TotalAmt |
| Program Services | $12,081 | ProgramServicesAmt |
| Management And General | $2,389 | ManagementAndGeneralAmt |
| Fundraising | $5 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,183 | TotalAmt |
| Management And General | $9,183 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,099 | TotalAmt |
| Program Services | $4,899 | ProgramServicesAmt |
| Management And General | $1,198 | ManagementAndGeneralAmt |
| Fundraising | $2 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,073 | TotalAmt |
| Program Services | $16,924 | ProgramServicesAmt |
| Management And General | $4,142 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,547 | TotalAmt |
| Program Services | $7,668 | ProgramServicesAmt |
| Management And General | $1,876 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,147 | TotalAmt |
| Program Services | $102,927 | ProgramServicesAmt |
| Management And General | $25,180 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,210 | TotalAmt |
| Program Services | $8,201 | ProgramServicesAmt |
| Management And General | $2,006 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,133 | TotalAmt |
| Program Services | $2,517 | ProgramServicesAmt |
| Management And General | $615 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,710 | TotalAmt |
| Program Services | $9,404 | ProgramServicesAmt |
| Management And General | $2,302 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTED SERVICES | $160,060 | $160,060 | ||
| MINOR FURNITURE & EQUIP | $12,012 | $9,648 | $2,360 | $4 |
| BAD DEBT EXPENSE | $10,000 | $10,000 | ||
| MEMBERSHIPS & CONTRIBUT | $9,343 | $7,505 | $1,835 | $3 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711 | TotalAmt |
| Program Services | $571 | ProgramServicesAmt |
| Management And General | $140 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,335 | TotalAmt |
| Program Services | $1,250,448 | ProgramServicesAmt |
| Management And General | $273,462 | ManagementAndGeneralAmt |
| Fundraising | $425 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,097 | BOYAmt |
| EOY | $575,227 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,045 | BOYAmt |
| EOY | $4,298 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750 | BOYAmt |
| EOY | $1,827 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,047 | BOYAmt |
| EOY | $155,360 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,530 | BOYAmt |
| EOY | $20,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $322,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $301,563 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,633 | BOYAmt |
| EOY | $20,893 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,533,905 | BOYAmt |
| EOY | $1,969,968 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,715 | BOYAmt |
| EOY | $589,477 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,046 | BOYAmt |
| EOY | $517,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,768 | BOYAmt |
| EOY | $3,854,198 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,927 | BOYAmt |
| EOY | $82,171 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,687 | BOYAmt |
| EOY | $233,002 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,720 | BOYAmt |
| EOY | $524,722 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $877,334 | BOYAmt |
| EOY | $839,895 | 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 | $2,380,168 | BOYAmt |
| EOY | $2,750,037 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,266 | BOYAmt |
| EOY | $264,266 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,644,434 | BOYAmt |
| EOY | $3,014,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,768 | BOYAmt |
| EOY | $3,854,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $140,148 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $229,721 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $241,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,590 | CurrentTaxYearAmt |
| Total | $428,700 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,952,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,879,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,493,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,302,348 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,485,872 | CurrentTaxYearAmt |
| Total | $8,114,242 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,994,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,913,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,530,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,543,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,560,462 | CurrentTaxYearAmt |
| Total | $8,542,942 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,750 | CurrentTaxYearAmt |
| Total | $83,350 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $743,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $526,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $831,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $986,581 | CurrentTaxYearAmt |
| Total | $4,157,995 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,085,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $759,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $856,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $998,331 | CurrentTaxYearAmt |
| Total | $4,241,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,301,597 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,298 | CurrentTaxYearAmt |
| Total | $260,132 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,298 | CurrentTaxYearAmt |
| Total | $260,132 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,464 | CurrentTaxYearMinus3YearsAmt |
| Total | $12,027 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,031,702 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,964,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,581,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,589,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,647,760 | CurrentTaxYearAmt |
| Total | $8,815,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.48800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.59600 | PublicSupportPY509Pct |
| Investment Income CY | 0.02950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02290 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $388,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,493 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,829 | OtherExpendituresAmt |
| End Year Balance | $433,255 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $382,277 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $22,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,317 | OtherExpendituresAmt |
| End Year Balance | $388,591 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $342,568 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,099 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,390 | OtherExpendituresAmt |
| End Year Balance | $382,277 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $374,380 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$15,045 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,767 | OtherExpendituresAmt |
| End Year Balance | $342,568 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $346,435 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,639 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,694 | OtherExpendituresAmt |
| End Year Balance | $374,380 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39005 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60995 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,160 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $303,296 | OtherCostOrOtherBasisAmt |
| Depreciation | $282,403 | DepreciationAmt |
| Book Value | $20,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,893 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESCO S&P500 PUR VAL ETF | $387,984 | F |
| VANGUARD SHORT TERM BOND INDEX ADM | $201,493 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $589,477 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS - DEFERRED COMPENSATION | Desc |
| Book Value | $517,099 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $517,099 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $517,099 |
| DEFERRED RENT LIABILITY | $7,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $524,722 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,885,021 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $229,721 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $229,721 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,655,300 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,183 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $9,183 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,664,483 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,515,152 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,515,152 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,183 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $9,183 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,524,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BEATRICE BIBBY ENDOWMENT FOR STUDIES IN PUBLIC POLICY - THIS FUND WAS ESTABLISHED WITH A GIFT FROM A DONOR TO MAINTAIN AND INCREASE CGR'S WORK FOR THE PUBLIC INTEREST, AND AT THE SAME TIME TO ENABLE CGR TO PROVIDE THE LEAGUE OF WOMEN VOTERS OF THE ROCHESTER METROPOLITAN AREA WITH INFORMATION RELEVANT TO THAT ORGANIZATION'S AREAS OF STUDY AND ACTION, INCLUDING BUT NOT LIMITED TO GOVERNMENT STRUCTURE AND FUNCTION, ENVIRONMENT AND NATURAL RESOURCES, HEALTH CARE, AND JUDICIAL ISSUES. EARNINGS FROM THIS FUND ARE TO BE USED AT THE DISCRETION OF THE CGR STAFF, WHO SHALL TOGETHER WITH THE LEAGUE'S DESIGNATED REPRESENTATIVE; DECIDE FROM TIME TO TIME WHICH AREAS OF MUTUAL INTEREST TO STUDY. CGR GENERAL ENDOWMENT FUND - THIS FUND WAS ESTABLISHED BY THE ORGANIZATION TO ACT AS A GENERAL FUND FOR CONTRIBUTORS TO DONATE FUNDS TO BE HELD IN PERPETUITY. THE PURPOSE OF THIS FUND IS TO PRESERVE THE PRINCIPAL INVESTMENT AMOUNTS WHILE INTEREST, DIVIDENDS AND INVESTMENT GAINS/LOSSES ARE TO BE UNRESTRICTED AND USED AT THE DISCRETION OF THE BOARD OF TRUSTEES. |
| PART X, LINE 2: | CGR IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE TAXES ON INCOME. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN NEW YORK STATE. WITH FEW EXCEPTIONS, AS OF DECEMBER 31, 2021, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO DECEMBER 31, 2018. THE TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2018, THROUGH DECEMBER 31, 2021 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGE IN THE BY-LAWS TO ELIMINATE THE SECTION REGARDING FELLOWS AND ALL OTHER REFERENCES TO FELLOWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED FOR ACCURACY AND FILED UPON APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BYLAWS OF THE ORGANIZATION REQUIRE THAT BOARD MEMBERS COMPLETE A STATEMENT EACH YEAR STATING WHAT, IF ANY CONFLICTS OF INTEREST HAVE ARISEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: THE PRESIDENT AND CEO'S COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. AFTER A FULL REVIEW PROCESS, THE COMPENSATION PACKAGE IS SUBSTANTIATED, COMPARED IN CONTEXT, AND EVALUATED AGAINST LIKE POSITIONS. LINE 15B: AS A PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE AND FINANCE AND AUDIT COMMITTEE REVIEW A STAFFING SCHEDULE WHICH INCLUDES SALARY AND BENEFITS, ANY PROPOSED SALARY ADJUSTMENT(S), ANY PROPOSED COST OF LIVING ADJUSTMENT(S) FOR ALL STAFF POSITIONS. IN DETERMINING STAFF SALARIES, THE ORGANIZATION IS INFORMED BY CURRENT LOCALLY PUBLISHED SURVEY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | TO THE EXTENT PRACTICABLE, THE ORGANIZATION MAKES ACCESSIBLE TO THE PUBLIC, VIA CGR'S OFFICIAL WEBSITE, DOCUMENTATION PERTAINING TO ITS MISSION AND CURRENT ACTIVITIES. CGR'S GOVERNING DOCUMENTS, CURRENT YEAR BUDGET, AND ITS MOST RECENT INDEPENDENT AUDIT REPORT ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART XII, LINE 2C | THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. |
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