2022-09-27T16:25:32-05:00 2021-12-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2021-01-01 160754774 CENTER FOR GOVERNMENTAL RESEARCH CENT 5853277050 1 SOUTH WASHINGTON STREET 400 ROCHESTER NY 146141135 ERIKA ROSENBERG PRESIDENT & CEO 5853277050 2022-08-26 1 ERIKA ROSENBERG 999009999 MICHELLE CAIN P00150750 5854231860 2022-08-26 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ERIKA ROSENBERG 1 SOUTH WASHINGTON STREET 400 ROCHESTER NY 146141135 1874865 0 X WWW.CGR.ORG X 1915 NY 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. 20 20 14 23 0 0 241405 74590 1302348 1485872 48938 104021 0 0 1592691 1664483 0 0 0 0 1203423 1118065 0 0 425 353650 406270 1557073 1524335 35618 140148 3521768 3854198 877334 839895 2644434 3014303 CGR DRIVES POSITIVE COMMUNITY CHANGE THROUGH THE HIGHEST QUALITY RESEARCH, ANALYSIS, DATA INSIGHTS AND COLLABORATION. 0 0 902146 1485872 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. 40595 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. 307707 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. 1250448 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X KELLY GLOVER 5853277050 1 S WASHINGTON ST SUITE 400 ROCHESTER NY 14614 ERIKA ROSENBERG PRESIDENT & CEO 40.00 X X 136322 0 8400 VICTOR SALERNO TRUSTEE (THRU FEB 2021) 0.30 X 0 0 0 JOHN MCKENNA TRUSTEE 0.30 X 0 0 0 ALEX CASTRO TRUSTEE 0.30 X 0 0 0 ANDREW CHILDS TRUSTEE 0.30 X 0 0 0 WADE NORWOOD TRUSTEE 0.30 X 0 0 0 JOEL FRATER SECRETARY 0.30 X X 0 0 0 ALEXANDER ZAPESOCHNY TRUSTEE 0.30 X 0 0 0 SUZANNE NASIPAK-CHAPMAN VICE CHAIRMAN 0.30 X X 0 0 0 DAVID FIEDLER CHAIRMAN 0.30 X X 0 0 0 ROBERT DUFFY TRUSTEE 0.30 X 0 0 0 CORINDA CROSSDALE TRUSTEE 0.30 X 0 0 0 JOSHUA FARRELMAN TRUSTEE 0.30 X 0 0 0 TODD LIEBERT TRUSTEE 0.30 X 0 0 0 CICELY STRICKLAND-RUIZ TRUSTEE 0.30 X 0 0 0 ANGELA PEREZ-DELGADO TRUSTEE 0.30 X 0 0 0 DEBORAH STENDARDI TRUSTEE 0.30 X 0 0 0 WARREN HERN TREASURER 0.30 X X 0 0 0 DANIELE LYMAN-TORRES TRUSTEE 0.30 X 0 0 0 MARISOL RAMOS-LOPEZ TRUSTEE 0.30 X 0 0 0 THOMAS ROGERS TRUSTEE 0.30 X 0 0 0 PAUL EISENSTAT VICE CHAIRMAN (THRU FEB 2021) 0.30 X X 0 0 0 MAURICIO RIVEROS SECRETARY (THRU FEB 2021) 0.30 X X 0 0 0 KELLY GLOVER CFO & ASSISTANT TREASURER 40.00 X 93773 0 5220 230095 0 13620 1 0 0 0 WJM PROPERTIES LLC 55 SULLYS TRAIL PITTSFORD NY 14534 OFFICE SPACE LEASE 112934 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 90407 CONSULTANT ON GRASA PROJECT 110000 2 74590 74590 PUBLIC REIMBURSEMENT F 541610 1481372 1481372 MISCELLANEOUS 900099 4500 4500 1485872 87298 87298 227105 210382 16723 16723 16723 1664483 1485872 0 104021 262152 210559 51513 80 675474 542551 132706 217 33901 27231 6660 10 78899 63374 15500 25 67639 54328 13290 21 567 567 14475 12081 2389 5 9183 9183 6099 4899 1198 2 21073 16924 4142 7 9547 7668 1876 3 128147 102927 25180 40 10210 8201 2006 3 3133 2517 615 1 11710 9404 2302 4 SUBCONTRACTED SERVICES 160060 160060 MINOR FURNITURE & EQUIP 12012 9648 2360 4 BAD DEBT EXPENSE 10000 10000 MEMBERSHIPS & CONTRIBUT 9343 7505 1835 3 711 571 140 1524335 1250448 273462 425 352097 575227 9045 4298 750 1827 367047 155360 24530 20049 322456 301563 25633 20893 1533905 1969968 691715 589477 517046 517099 3521768 3854198 82927 82171 264687 233002 529720 524722 877334 839895 X 2380168 2750037 264266 264266 2644434 3014303 3521768 3854198 140148 229721 0 X X 0 1 X 1 0 X 41810 34455 36440 241405 74590 428700 1952956 1879133 1493933 1302348 1485872 8114242 1994766 1913588 1530373 1543753 1560462 8542942 15550 15550 14950 25550 11750 83350 1070005 743843 526484 831082 986581 4157995 1085555 759393 541434 856632 998331 4241345 4301597 35373 40350 51185 45926 87298 260132 35373 40350 51185 45926 87298 260132 1563 10464 12027 2031702 1964402 1581558 1589679 1647760 8815101 0.48800 0.59600 0.02950 0.02290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 388591 61493 16829 433255 382277 22631 16317 388591 342568 56099 16390 382277 374380 -15045 16767 342568 346435 44639 16694 374380 0.39005 0.60995 1 0 19160 19160 0 303296 282403 20893 20893 INVESCO S&P500 PUR VAL ETF 387984 F VANGUARD SHORT TERM BOND INDEX ADM 201493 F 589477 INVESTMENTS - DEFERRED COMPENSATION 517099 517099 DEFERRED COMPENSATION 517099 DEFERRED RENT LIABILITY 7623 524722 X 1885021 229721 229721 1655300 9183 9183 1664483 1515152 0 1515152 9183 9183 1524335 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. X X X X 0 0 0 0 0 0 0 0 0 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.