2020-11-12T12:53:05-06:00 2020-06-30 383133790 ANDREWS HOOPER PAVLIK PLC 2311 EAST BELTLINE AVE SE STE 200 GRAND RAPIDS MI 49546 990 2019-07-01 383034696 ROCKFORD EDUCATION FOUNDATION ROCK 6168636317 PO BOX 777 ROCKFORD MI 49341 BOBBI JO BLANTON CHAIRPERSON 6168636317 2020-11-11 true ERIC A RYAN P01388772 6169426440 2020-11-11 52.37.240.203 2020-11-12 12:53:05 CS P 99C5B4740D612EEB850BD397F4AFCF9FC4A1A25B 99C5B4740D612EEB850BD397F4AFCF9FC4A1A25B 2019 2021-01-29 14:40:06Z BOBBI JO BLANTON PO BOX 777 ROCKFORD MI 49341 203001 false X WWW.ROCKFORDEDFOUNDATION.ORG X 1991 MI THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE AND MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. SPECIAL GRANTS/ENDOWMENT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING MONTHLY BOARD MEETINGS. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. 12 12 2 18 0 143525 155058 0 30888 24801 4123 -5229 178536 174630 163956 112645 0 95286 0 75862 128042 31118 291998 239049 -113462 -64419 773282 737397 1532 18737 771750 718660 X THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE AND MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. SPECIAL GRANTS/ENDOWMENT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING MONTHLY BOARD MEETINGS. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY. false false 118362 112645 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. ALTHOUGH THE MAJORITY OF GRANTS ARE AWARDED TO THE PUBLIC SCHOOLS, NEARLY 1% IS AWARDED TO PRIVATE SCHOOLS AND OTHER NON-PROFITS. THE ORGANIZATION AWARDS 1% TO STUDENT INITIATED GRANTS TO BENEFIT THEIR RESPECTIVE SCHOOL AND EDUCATION WHEREAS THE MAJORITY OF GRANTS ARE REQUESTED BY PROFESSIONAL EDUCATORS. 118362 true true false false false false false false false false false false false false true false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 1 0 2 true false false false false true true true true false false false false false true false false false X 12 12 false false true false false false false true true false false true true true true true true false false false MI X BETH MEYER-KRAFF 6168636317 PO BOX 777 ROCKFORD MI 49341 BRIAN KRAUS PAST CHAIR 0.50 X X 0 0 0 BOBBI JO BLANTON CHAIRPERSON 2.00 X X 0 0 0 AMY VANCIL VICE CHAIRPE 2.00 X X 0 0 0 SCOTT GERHARDT TREASURER 2.00 X X 0 0 0 DUNCAN PURVIS SECRETARY 1.00 X X 0 0 0 JEREMY AMSHEY TRUSTEE 0.50 X 0 0 0 KRISTY BECKER TRUSTEE 0.50 X 0 0 0 JENN DAVIS TRUSTEE 0.50 X 0 0 0 NANCY JESKO TRUSTEE 0.50 X 0 0 0 LESLIE POOT TRUSTEE 0.50 X 0 0 0 KELLI ROSE TRUSTEE 0.50 X 0 0 0 MARY KAY SHAVER TRUSTEE 0.50 X 0 0 0 ELIZABETH MEYER-KRAFF EXECUTIVE DI 32.00 X 48100 0 0 JILL SILVERMAN DEVELOPMENT 24.00 X 38750 0 0 86850 false false false 53601 101457 155058 24801 24801 23142 53601 28371 -5229 174630 24801 94862 94862 17783 17783 95286 5717 22869 66700 1515 1515 3660 3660 9162 9162 1778 1778 5582 5582 110 110 843 843 945 945 BANK FEES 5817 5817 CREDIT CARD FEES 1682 1682 BUSINESS REGISTRATION FEE 20 20 MISCELLANEOUS 4 4 239049 118362 44825 75862 17032 33847 756250 703550 773282 737397 1532 18737 1532 18737 X 771750 712660 6000 771750 718660 773282 737397 -64419 11329 X false false false X 125727 134540 136071 143525 155058 694921 5304 14070 25568 23142 68084 125727 139844 150141 169093 178200 763005 763005 31703 25645 36308 30888 24801 149345 31703 25645 36308 30888 24801 149345 379 1030 57 1466 157809 166519 186506 199981 203001 913816 0.83500 0.80240 0.16000 0.20000 X PART III, LINE 12 MISCELLANEOUS INCOME 1,466 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED PPP LOAN 18092 PAYROLL LIABILITIES 645 18737 THE TASTE OF RO 51688 36023 15665 8041 4251 1200 4308 AIM FOR EDUCATI 25055 17578 7477 750 8150 225 1396 76743 53601 23142 750 16191 4476 1200 5704 28321 -5179 true ROCKFORD PUBLIC SCHOOLS 350 N MAIN ST ROCKFORD MI 49341 386001986 115 94862 TEACH/STUDENT GRANTS 1 TEACHER GRANTS 20 10590 SCHOOL GRANTS 3 6093 COMMUNITY GRANTS 1 1100 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ROCKFORD EDUCATION FOUNDATION (REF) AWARDS GRANT DOLLARS TO EDUCATIONAL PROGRAMMING WITHIN THE ROCKFORD COMMUNITY BASED ON A REIMBURSEMENT PROCESS. ALL GRANTS ARE AWARDED AFTER REVIEW OF APPLICATIONS AND ENSURING THE GRANT MEETS THE REQUIREMENTS OF THE REF GRANT GUIDELINES. ONCE THE APPLICATION IS APPROVED BY THE REF BOARD OF TRUSTEES THE APPLICANTS ARE NOTIFIED INITIALLY VIA A GENERAL EMAIL FOLLOWED UP BY DETAILED APPROVAL IN A LETTER THAT IS SENT TO THEM THROUGH THE ROCKFORD PUBLIC SCHOOLS (RPS) INTERNAL MAIL OR U.S. POSTAL SERVICE IF A NON-RPS GRANT. RPS GRANTS ARE MONITORED VIA TWO DIFFERENT PROCESSES. UNIQUE TO RPS AWARDED GRANTS, ITEMS PURCHASED AS A RESULT OF AN AWARDED GRANT ARE PURCHASED BY RPS AND THEN RPS INVOICES REF TO REIMBURSE THE SCHOOL DISTRICT. SECONDLY, SIMILAR TO GRANTS OUTSIDE OF THE RPS (PAROCHIAL OR COMMUNITY GROUP) THE GRANTEE PURCHASES ITEMS WITH THEIR PERSONAL FUNDS, PROVIDES REF WITH RECEIPTS AND/OR PROOF OF PAYMENT, THEN THE REF WILL REIMBURSE THE GRANT APPLICANT FOR THE PURCHASED ITEMS PERTAINING TO THE APPROVED GRANT. FORM 990 - ORGANIZATION'S MISSION THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE AND MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. SPECIAL GRANTS/ENDOWMENT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING 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, PAGE 2, PART III, LINE 4A 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. ALTHOUGH THE MAJORITY OF GRANTS ARE AWARDED TO THE PUBLIC SCHOOLS, NEARLY 1% IS AWARDED TO PRIVATE SCHOOLS AND OTHER NON-PROFITS. THE ORGANIZATION AWARDS 1% TO STUDENT INITIATED GRANTS TO BENEFIT THEIR RESPECTIVE SCHOOL AND EDUCATION WHEREAS THE MAJORITY OF GRANTS ARE REQUESTED BY PROFESSIONAL EDUCATORS. FORM 990, PAGE 6, PART VI, LINE 4 AMENDED/RESTATED ARTICLES OF INCORPORATION: -AMENDED THE PURPOSE TO INDICATE SERVICE AREA INCLUDES GEOGRAPHIC BOUNDARIES OF ROCKFORD PUBLIC SCHOOLS -AMENDED THE DISTRIBUTION OF ASSETS UPON DISSOLUTION FROM ROCKFORD PUBLIC SCHOOLS DISTRICT TO NONPROFIT ORGANIZATIONS WITH 501(C)3 STATUS. -RESTATED VOTING QUORUM REQUIRED FOR AMENDED THE ARTICLES OR THE BYLAWS. AMENDED/RESTATED BYLAWS: -LIMITED THE TOTAL NUMBER OF TRUSTEES TO TWENTY-FIVE (25) -UPDATED THE QUALIFICATION OF BOARD MEMBERS TO REQUIRE MEANINGFUL TIE TO THE EDUCATION OF INDIVIDUALS WITHIN THE GEOGRAPHIC BOUNDARIES -ADDED PROVISIONS FOR TERM LIMITS (CHAIR/VICE CHAIR 2 YEARS; OTHERS 2 SUCCESSIVE TERMS) -ADDED A PROVISION FOR CONFLICTS OF INTEREST WITHIN THE BYLAWS, -ADDED A PROVISION FOR COMPENSATION OF TRUSTEES, -ESTABLISHES COMMITTEES WITH DEFINED ROLES (EXECUTIVE COMMITTEE, FINANCE COMMITTEE, GRANT COMMITTEE, PERMITS APPOINTMENT OF OTHER COMMITTEES) 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.