CENTER FOR GOVERNMENTAL RESEARCH INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: CENTER FOR GOVERNMENTAL RESEARCH INC (EIN 16-0754774)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-08-11
IRS object ID: 202022249349301412
Schema version: 2019v5.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-08-11T11:40:40-05:00	ReturnTs
Tax Period End	2019-12-31	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	2019-01-01	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 INC	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 NO 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	2020-07-20	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHELLE CAIN	PreparerPersonNm
PTIN	P00150750	PTIN
Phone	5854231860	PhoneNum
Preparation	2020-07-20	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.49.130.51	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-07-20	IPDt
IP Tm	10:06:49	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	4987B41C0E48731721AF41254D189BB6B6E52A6F	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4987B41C0E48731721AF41254D189BB6B6E52A6F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2020-09-23 17:36:50Z	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 NO 400	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	146141135	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,659,842	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	20	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$34,455	PYContributionsGrantsAmt
CY Contributions Grants	$36,440	CYContributionsGrantsAmt
PY Program Service Revenue	$1,879,133	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,493,933	CYProgramServiceRevenueAmt
PY Investment Income	$183,873	PYInvestmentIncomeAmt
CY Investment Income	$53,646	CYInvestmentIncomeAmt
PY Other Revenue	$10,464	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$2,107,925	PYTotalRevenueAmt
CY Total Revenue	$1,584,019	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	$1,526,005	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,292,549	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,581	CYTotalFundraisingExpenseAmt
PY Other Expenses	$419,093	PYOtherExpensesAmt
CY Other Expenses	$362,701	CYOtherExpensesAmt
PY Total Expenses	$1,945,098	PYTotalExpensesAmt
CY Total Expenses	$1,655,250	CYTotalExpensesAmt
PY Revenues Less Expenses	$162,827	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$71,231	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,095,801	TotalAssetsBOYAmt
Total Assets EOY	$3,324,880	TotalAssetsEOYAmt
Total Liabilities BOY	$730,871	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$785,022	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,364,930	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,539,858	NetAssetsOrFundBalancesEOYAmt
Mission	CGR IMPROVES THE QUALITY OF COMMUNITIES - THROUGH IMPACTFUL RESEARCH, ANALYSIS, CONSULTATION AND DATA MANAGEMENT FOR THE PUBLIC, NONPROFIT AND PHILANTHROPIC ORGANIZATIONS THAT SERVE THEM.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$851,023	ExpenseAmt
Revenue	$1,493,933	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	$43,885	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	$461,927	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	$1,356,835	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	Yes (1)	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	10	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	20	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 (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ERIKA ROSENBERG
PRESIDENT & CEO AS OF MAY 2019	40.00	Yes (X)	Yes (X)	$137,650	$0	$21,148
JOSEPH V STEFKO
PRESIDENT & CEO THRU APRIL 2019	40.00	Yes (X)	Yes (X)	$44,808	$0	$9,795
VICTOR SALERNO
CHAIRMAN	0.30	Yes (X)	Yes (X)	$0	$0	$0
JENNIFER LEONARD
TRUSTEE THRU FEB 2019	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
PAUL EISENSTAT
TREASURER	0.30	Yes (X)	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
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DONALD BAIN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
MAURICIO RIVEROS
SECRETARY	0.30	Yes (X)	Yes (X)	$0	$0	$0
ALEXANDER ZAPESOCHNY
TRUSTEE	0.30	Yes (X)		$0	$0	$0
SUZANNE NASIPAK-CHAPMAN
TRUSTEE	0.30	Yes (X)		$0	$0	$0
DAVID FIEDLER
VICE 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
SUSAN BARNES
CFO & ASST TREASURER THRU OCT 2019	40.00		Yes (X)	$108,781	$0	$10,598
KELLY GLOVER
CFO & ASST TREASURER AS OF DEC 2019	40.00		Yes (X)	$5,841	$0	$0
JOHN PATRICK SMITH
DIRECTOR OF BUSINESS DEVEL	40.00			$122,658	$0	$12,137	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$419,738	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$53,678	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WJM PROPERTIES LLC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	55 SULLYS TRAIL	AddressLine1Txt
City	PITTSFORD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14534	ZIPCd

Field	Value	IRS element (for citing)
Services	OFFICE SPACE LEASE	ServicesDesc
Compensation	$109,645	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$36,440	AllOtherContributionsAmt
Total Contributions	$36,440	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PUBLIC REIMBURSEMENT F	541610	$1,489,092	$1,489,092
MISCELLANEOUS	900099	$4,841	$4,841

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,493,933	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,185	TotalRevenueColumnAmt
Exclusion	$51,185	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$78,284	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$75,823	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,461	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,461	TotalRevenueColumnAmt
Exclusion	$2,461	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,584,019	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,493,933	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$53,646	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$332,781	TotalAmt
Program Services	$270,239	ProgramServicesAmt
Management And General	$62,202	ManagementAndGeneralAmt
Fundraising	$340	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$731,298	TotalAmt
Program Services	$593,860	ProgramServicesAmt
Management And General	$136,691	ManagementAndGeneralAmt
Fundraising	$747	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$51,011	TotalAmt
Program Services	$41,425	ProgramServicesAmt
Management And General	$9,533	ManagementAndGeneralAmt
Fundraising	$53	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$101,151	TotalAmt
Program Services	$82,141	ProgramServicesAmt
Management And General	$18,907	ManagementAndGeneralAmt
Fundraising	$103	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$76,308	TotalAmt
Program Services	$61,967	ProgramServicesAmt
Management And General	$14,263	ManagementAndGeneralAmt
Fundraising	$78	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$20,318	TotalAmt
Program Services	$16,500	ProgramServicesAmt
Management And General	$3,798	ManagementAndGeneralAmt
Fundraising	$20	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,437	TotalAmt
Management And General	$7,437	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,576	TotalAmt
Program Services	$2,904	ProgramServicesAmt
Management And General	$668	ManagementAndGeneralAmt
Fundraising	$4	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$24,863	TotalAmt
Program Services	$20,188	ProgramServicesAmt
Management And General	$4,650	ManagementAndGeneralAmt
Fundraising	$25	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,211	TotalAmt
Program Services	$6,667	ProgramServicesAmt
Management And General	$1,536	ManagementAndGeneralAmt
Fundraising	$8	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$128,542	TotalAmt
Program Services	$104,383	ProgramServicesAmt
Management And General	$24,028	ManagementAndGeneralAmt
Fundraising	$131	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$25,088	TotalAmt
Program Services	$20,373	ProgramServicesAmt
Management And General	$4,689	ManagementAndGeneralAmt
Fundraising	$26	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$10,181	TotalAmt
Program Services	$8,267	ProgramServicesAmt
Management And General	$1,904	ManagementAndGeneralAmt
Fundraising	$10	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$14,650	TotalAmt
Program Services	$11,898	ProgramServicesAmt
Management And General	$2,737	ManagementAndGeneralAmt
Fundraising	$15	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SUBCONTRACTED SERVICES	$99,576	$99,576
MEMBERSHIPS & CONTRIBUT	$7,756	$6,298	$1,450	$8
MINOR FURNITURE & EQUIP	$7,385	$5,995	$1,382	$8
OTHER	$5,118	$4,154	$959	$5

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,655,250	TotalAmt
Program Services	$1,356,835	ProgramServicesAmt
Management And General	$296,834	ManagementAndGeneralAmt
Fundraising	$1,581	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$331,566	BOYAmt
EOY	$251,703	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
EOY	$10,403	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,240	BOYAmt
EOY	$200	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$394,446	BOYAmt
EOY	$358,234	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$16,577	BOYAmt
EOY	$16,746	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$297,751	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$277,555	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$34,846	BOYAmt
EOY	$20,196	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,010,699	BOYAmt
EOY	$574,889	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$834,188	BOYAmt
EOY	$1,545,441	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$466,239	BOYAmt
EOY	$547,068	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,095,801	BOYAmt
EOY	$3,324,880	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$101,141	BOYAmt
EOY	$42,148	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$149,968	BOYAmt
EOY	$181,063	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$479,762	BOYAmt
EOY	$561,811	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$730,871	BOYAmt
EOY	$785,022	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	$2,100,664	BOYAmt
EOY	$2,275,592	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	$2,364,930	BOYAmt
EOY	$2,539,858	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,095,801	BOYAmt
EOY	$3,324,880	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$71,231	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$246,159	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	$70,133	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$56,405	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$41,810	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$34,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$36,440	CurrentTaxYearAmt
Total	$239,243	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,440,054	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,770,467	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,952,956	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,879,133	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,493,933	CurrentTaxYearAmt
Total	$8,536,543	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,510,187	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,826,872	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,994,766	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,913,588	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,530,373	CurrentTaxYearAmt
Total	$8,775,786	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,150	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$19,300	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$15,550	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$15,550	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,950	CurrentTaxYearAmt
Total	$81,500	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$149,778	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,070,005	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$743,843	CurrentTaxYearMinus1YearAmt
Current Tax Year	$526,484	CurrentTaxYearAmt
Total	$2,490,110	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,150	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$169,078	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,085,555	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$759,393	CurrentTaxYearMinus1YearAmt
Current Tax Year	$541,434	CurrentTaxYearAmt
Total	$2,571,610	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$6,204,176	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,508	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,483	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,373	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,350	CurrentTaxYearMinus1YearAmt
Current Tax Year	$51,185	CurrentTaxYearAmt
Total	$198,899	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,508	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,483	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,373	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,350	CurrentTaxYearMinus1YearAmt
Current Tax Year	$51,185	CurrentTaxYearAmt
Total	$198,899	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,282	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$27,638	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,563	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,464	CurrentTaxYearMinus1YearAmt
Total	$62,947	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,570,977	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,888,993	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,031,702	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,964,402	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,581,558	CurrentTaxYearAmt
Total	$9,037,632	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.68650	PublicSupportCY509Pct
Public Support PY509	0.73590	PublicSupportPY509Pct
Investment Income CY	0.02200	InvestmentIncomeCYPct
Investment Income PY	0.02100	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	$342,568	BeginningYearBalanceAmt
Investment Earnings Or Losses	$56,099	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,390	OtherExpendituresAmt
End Year Balance	$382,277	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$346,907	BeginningYearBalanceAmt
Investment Earnings Or Losses	$16,026	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,498	OtherExpendituresAmt
End Year Balance	$346,435	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$371,044	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$7,650	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,847	OtherExpendituresAmt
End Year Balance	$346,907	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.30870	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.69130	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	$278,591	OtherCostOrOtherBasisAmt
Depreciation	$258,395	DepreciationAmt
Book Value	$20,196	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$20,196	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ISHARES USAMOMENTUM FCT ETF	$213,452	F
INVESCO S&P500 PUR VAL ETF	$304,788	F
ISHARES CORE MSCI EAFE ETF	$244,650	F
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL	$235,483	F
VANGUARD SHORT TERM BOND INDEX ADM	$255,780	F
VANGUARD MID-CAP INDEX FUND ADM	$291,288	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,545,441	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENTS - DEFERRED COMPENSATION	Desc
Book Value	$547,068	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$547,068	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$547,068
DEFERRED RENT LIABILITY	$14,743

Field	Value	IRS element (for citing)
Total Liability	$561,811	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,822,741	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$246,159	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$246,159	RevenueNotReportedAmt
Revenue Subtotal	$1,576,582	RevenueSubtotalAmt
Investment Expenses Not Incld	$7,437	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$7,437	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,584,019	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,647,813	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$1,647,813	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$7,437	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$7,437	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,655,250	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, 2019, 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, 2016. THE TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2016, THROUGH DECEMBER 31, 2019 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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ERIKA ROSENBERG	PersonNm
Title	PRESIDENT & CEO AS OF MAY 2019	TitleTxt
Base Compensation Filing Org	$137,650	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$14,756	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$6,392	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$158,798	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4	DURING 2019, THE ORGANIZATION'S BY-LAWS WERE UPDATED TO REFLECT - ARTICLE I, SECTION 2(D) IS REVISED TO STATE: NO TRUSTEE SHALL SERVE MORE THAN THREE (3) CONSECUTIVE, FULL THREE (3) YEAR TERMS, EXCEPT AS PROVIDED IN ARTICLE V, SECTION 2. ARTICLE V, SECTION 2 IS REVISED TO STATE: TERM OF OFFICE AND QUALIFICATIONS. THOSE OFFICERS WHOSE TITLES ARE SPECIFICALLY MENTIONED IN SECTION 1 OF THIS ARTICLE SHALL BE ELECTED BY THE BOARD OF TRUSTEES AS ITS ANNUAL MEETING. UNLESS A SHORTER TERM IS PROVIDED IN THE RESOLUTION OF THE BOARD ELECTING SUCH OFFICER, THE TERM OF OFFICE OF EACH OFFICER SHALL EXTEND TO THE FIRST MEET OF TRUSTEES FOLLOWING THE NEXT ANNUAL MEETING AND UNTIL THE OFFICER'S SUCCESSOR IS ELECTED OR APPOINTED AND QUALIFIED. THE CHAIR SHALL BE ELECTED FROM AMONG THE TRUSTEES. NO INDIVIDUAL SHALL SERVE MORE THAN THREE (3) CONSECUTIVE TERMS IN THE SAME OFFICE. AN OFFICER MAY SERVE ON THE BOARD FOR UP TO FIVE (5) CONSECUTIVE TERMS OR FIFTEEN (15) YEARS.
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.