2022-07-25T08:57:08-05:00 2021-12-31 271895149 Heveron & Company CPAs PLLC 260 Plymouth Avenue South Rochester NY 14608 990 2021-01-01 270132133 Rochester Education Foundation Inc ROCH 5852715790 250 Mill Street Rochester NY 14614 Amy Stein Executive Director 5852715790 2022-07-13 1 Amy Stein 999009999 Stephanie Annunziata P00195472 5852322956 2022-07-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Amy Stein 250 Mill Street Rochester NY 14614 641223 0 X www.rochestereducation.org X 2005 NY To provide programs and resources to support the success of Rochester city students. 18 18 7 50 0 0 439476 609398 0 0 4744 16064 316 184 444536 625646 0 4831 0 0 175395 179165 0 0 16724 178030 257859 353425 441855 91111 183791 434334 626047 3430 5931 430904 620116 X The Rochester Education Foundation is an independent organization whose mission is to provide programs and resources to improve learning and success for all Rochester city public school students through partnerships with educators, businesses and the community. 0 0 58431 Student Literacy: REF has support student literacy development since its founding. During the pandemic, REF has strived to provide as many books to students as possible- over 25,000 since March 2020. REF receives book donations which are then distributed to schools, families, and through community partners. 61713 Music and Arts for All: REF launched the Spring for Music initiative in 2003 in response to drastic cuts to music funding in the Rochester City School District. REF has expanded this initiative to offer instruments, performance opportunities, and scholarships for supplemental lessons. REF has provided over 3,500 instruments to students since 2003.This program is primarily supported through contributions. 135105 College Access: REF leads a community initiative, Rochester College Access Network, which brings together higher-ed institutions, community organizations, counselors, and community members to set community goals around college-going and align resources to break down the barriers city students face on the road to post-secondary education. REF assists students through FAFSA Fest events, College IQ Workshops, an online Help Desk, and in-school support.This program is primarily supported through contributions. 94322 4831 184 Student Success Programs: REF works with partners throughout the community to provide city students opportunities to learn, grown, and thrive in school and beyond. Through these partnerships, REF provides backbone administrative support while allowing partners to focus on the students. These programs are primarily supported through contributions. 94322 4831 184 349571 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X X X The Organization 5852715790 250 Mill Street Rochester NY 14614 Joseph Levy Treasurer 1.00 X X 0 0 0 Robert Neale Chair 1.20 X X 0 0 0 Diane Miller Director 0.30 X 0 0 0 Lori Florack Director 0.30 X 0 0 0 Christina Schmidt Director 0.60 X 0 0 0 Julie Cook Vice Chair 0.50 X X 0 0 0 Sara Kelly Director 0.30 X 0 0 0 Diane Caselli Director 0.40 X 0 0 0 Ed Cavalier Director 0.20 X 0 0 0 Mark Wagner Director 0.20 X 0 0 0 Todd Allen Director 1.00 X 0 0 0 Christine Casalinuovo-Adams Director 0.40 X 0 0 0 Cheri Ancello Secretary 1.30 X X 0 0 0 Adrienne Collier Director 0.30 X 0 0 0 Katherine Dexter Director 1.20 X 0 0 0 Marty Jacobson Director 0.40 X 0 0 0 Ian Mortimer Director 0.20 X 0 0 0 Diedre Strutz Director 0.20 X 0 0 0 Stuart Hencke Executive Director (through 12/31/21) 40.00 X 53155 0 3305 53155 0 3305 0 0 0 0 0 4248 71882 55303 477965 80184 609398 2733 2733 28230 14899 13331 13331 13331 678 71882 678 0 Miscellaneous Revenue 900099 184 184 184 625646 184 0 16064 4831 4831 56460 35570 15809 5081 97070 71932 21547 3591 14559 12030 1755 774 11076 8750 1661 665 12216 12216 2100 2100 18351 14856 3495 6267 1750 3805 712 9911 8027 1884 21218 12809 5045 3364 3097 726 1788 583 Books 86451 86451 Student Activities 51655 51655 Instruments 21540 21540 Food 469 469 24584 18175 6339 70 441855 349571 75560 16724 210547 117828 57579 160135 7876 45676 3178 1188 154279 300345 875 875 434334 626047 5068 3430 863 3430 5931 X 206154 281742 224750 338374 430904 620116 434334 626047 183791 5421 0 X 0 1 X 1 0 X 317175 375298 393529 439476 609898 2135376 317175 375298 393529 439476 609898 2135376 130913 2004463 2788 1461 1116 1843 2733 9941 11624 11451 11355 1745 862 37037 2182354 121402 0.91850 0.80270 X Schedule A, Part II, Line 10, Explanation of Other Income: Special Event Gross Revenue Miscellaneous Revenue RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 49608 5300 6062 60970 40827 5300 3481 49608 30296 5300 5584 353 40827 31725 1300 -2492 237 30296 27207 687 4943 1112 31725 1.00000 1 0 0 630145 5421 500 5921 624224 2100 -678 1422 625646 440933 500 678 1178 439755 2100 2100 441855 Part IV, Line 2b: The organization has funds held for others, specifically for the World of Work Conference. Part V, Line 4: To support the organization's mission Part XI, Line 4b - Other Adjustments: Special Event Direct Expenses -678. Part XII, Line 2d - Other Adjustments: Special Event Direct Expenses 678. Schedule D, Part IV, Line 2b The organization has funds held for others, specifically for the World of Work Conference. Recognition Event 72560 71882 678 678 72560 71882 678 678 678 0 X 58644 Fair Market Value X Musical Instruments 71 19510 Fair Market Value X Amps 15 1500 Fair Market Value X Supplies 43 430 Fair Market Value X Music Books and Sheet Music 20 100 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11b Will provide to the finance committee to review, comment, and pose questions. Form 990, Part VI, Section B, line 12c The organization provides each officer and director with the conflict of interest policy when they are elected or appointed. The policy is also reviewed annually. If a potential conflict with any officer or director arises, the organization follows the conflict of interest policy and documents that in the meeting minutes. Form 990, Part VI, Section B, line 15 The process for determining the compensation of the organization's Executive Director included a packet presented by the Treasurer which included proposed salary increases and documented comparative salaries at similar organizations. The salary increase was approved by the full board. There were no other compensated key employees. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available upon request.