CENTER FOR GOVERNMENTAL RESEARCH INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CENTER FOR GOVERNMENTAL RESEARCH INC (EIN 16-0754774)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-29
IRS object ID
202503029349300245
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-10-29T09:25:27-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474526160PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EFPR GROUP CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH CLINTON AVE SUITE 1500AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN160754774EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CENTER FOR GOVERNMENTAL RESEARCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCENTBusinessNameControlTxt
Phone5853277050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SOUTH WASHINGTON STREET 400AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146141135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIKA ROSENBERGPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone5853277050PhoneNum
Signature2025-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER JOHNSTONPreparerPersonNm
PTINP00896198PTIN
Phone5854278900PhoneNum
Preparation2025-10-16PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerERIKA ROSENBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SOUTH WASHINGTON STREET 400AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146141135ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,670,165GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CGR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1915FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE 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 Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$22,570PYContributionsGrantsAmt
CY Contributions Grants$18,765CYContributionsGrantsAmt
PY Program Service Revenue$1,426,633PYProgramServiceRevenueAmt
CY Program Service Revenue$1,235,943CYProgramServiceRevenueAmt
PY Investment Income$109,065PYInvestmentIncomeAmt
CY Investment Income$101,016CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$2,884CYOtherRevenueAmt
PY Total Revenue$1,558,268PYTotalRevenueAmt
CY Total Revenue$1,358,608CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,165,940PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,155,847CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$305,892PYOtherExpensesAmt
CY Other Expenses$386,855CYOtherExpensesAmt
PY Total Expenses$1,471,832PYTotalExpensesAmt
CY Total Expenses$1,542,702CYTotalExpensesAmt
PY Revenues Less Expenses$86,436PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$184,094CYRevenuesLessExpensesAmt
Total Assets BOY$3,359,428TotalAssetsBOYAmt
Total Assets EOY$3,267,601TotalAssetsEOYAmt
Total Liabilities BOY$376,188TotalLiabilitiesBOYAmt
Total Liabilities EOY$290,532TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,983,240NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,977,069NetAssetsOrFundBalancesEOYAmt
MissionCGR DRIVES POSITIVE COMMUNITY CHANGE THROUGH THE HIGHEST QUALITY RESEARCH, ANALYSIS, DATA INSIGHTS AND COLLABORATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,067,523ExpenseAmt
Revenue$1,238,827RevenueAmt
DescRESEARCH: CGR'S PRIMARY ACTIVITY IS PROVIDING CONSULTING SERVICES TO PUBLIC, NONPROFIT AND PHILANTHROPIC CLIENTS, UTILIZING STAFF EXPERTISE THAT ENCOMPASSES PUBLIC FINANCE; GOVERNMENT MANAGEMENT; HEALTH AND HUMAN SERVICES; EVALUATION; STAKEHOLDER ENGAGEMENT; EQUITY ANALYSIS; PUBLIC SAFETY; EDUCATION; AND STRATEGIC PLANNING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLIC SERVICE: THE 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

FieldValueIRS element (for citing)
DescPROJECT DEVELOPMENT: CGR RESPONDS TO REQUESTS FOR PROPOSALS FOR CONSULTING SERVICES ISSUED BY GOVERNMENTS AND NONPROFITS AND ALSO PROACTIVELY MARKETS SERVICES AND PRODUCTS TO POTENTIAL CLIENTS. CGR PROVIDES CUSTOMIZED, UP-TO-DATE, COGENT ANALYSIS AND INFORMATION HELPING CLIENTS ADDRESS CHALLENGES, ASSESS IMPACT AND UNDERSTAND COMMUNITY'S NEEDS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,067,523TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIKA ROSENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5853277050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 SOUTH WASHINGTON STREET 400AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP146141135ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ERIKA ROSENBERG
PRESIDENT & CEO40.00Yes (X)Yes (X)$154,691$0$23,250
JOHN MCKENNA
VICE CHAIR0.30Yes (X)Yes (X)$0$0$0
ALEX CASTRO SR
TRUSTEE0.30Yes (X)$0$0$0
DR SHEILA STRONG
TRUSTEE0.30Yes (X)$0$0$0
JARED LUSK
TRUSTEE0.30Yes (X)$0$0$0
BILL CARPENTER
TRUSTEE0.30Yes (X)$0$0$0
JOSHUA FARRELMAN
TRUSTEE0.30Yes (X)$0$0$0
TODD LIEBERT
CHAIR0.30Yes (X)Yes (X)$0$0$0
DEBORAH STENDARDI
TRUSTEE0.30Yes (X)$0$0$0
WARREN HERN
TRUSTEE0.30Yes (X)$0$0$0
MARISOL RAMOS-LOPEZ
TRUSTEE0.30Yes (X)$0$0$0
THOMAS ROGERS
TREASURER0.30Yes (X)Yes (X)$0$0$0
DR ROBIN COLE JR
TRUSTEE0.30Yes (X)$0$0$0
SUSAN GEORGE
TRUSTEE0.30Yes (X)$0$0$0
KELLY GLOVER RESIGNED 33124
CFO & ASSISTANT TREASURER40.00Yes (X)$27,263$0$3,512
FieldValueIRS element (for citing)
Total Reportable Comp From Org$181,954TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$26,762TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$18,765AllOtherContributionsAmt
Total Contributions$18,765TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPUBLIC REIMBURSEMENT FDesc
Business541610BusinessCd
Total Revenue Column$1,235,943TotalRevenueColumnAmt
Related Or Exempt Func Income$1,235,943RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,235,943TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$100,759TotalRevenueColumnAmt
Exclusion$100,759ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$311,814SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$311,557SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$257SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$257TotalRevenueColumnAmt
Exclusion$257ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$2,884TotalRevenueColumnAmt
Related Or Exempt Func Income$2,884RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,884OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,358,608TotalRevenueColumnAmt
Related Or Exempt Func Income$1,238,827RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$101,016ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$208,716TotalAmt
Program Services$141,092ProgramServicesAmt
Management And General$67,624ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$737,701TotalAmt
Program Services$498,684ProgramServicesAmt
Management And General$239,017ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,855TotalAmt
Program Services$26,266ProgramServicesAmt
Management And General$12,589ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$102,523TotalAmt
Program Services$69,305ProgramServicesAmt
Management And General$33,218ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$68,052TotalAmt
Program Services$46,003ProgramServicesAmt
Management And General$22,049ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$79,140TotalAmt
Program Services$53,499ProgramServicesAmt
Management And General$25,641ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,593TotalAmt
Management And General$10,593ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$101,863TotalAmt
Program Services$99,480ProgramServicesAmt
Management And General$2,383ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$27,468TotalAmt
Program Services$18,569ProgramServicesAmt
Management And General$8,899ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,510TotalAmt
Program Services$7,781ProgramServicesAmt
Management And General$3,729ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$13,456TotalAmt
Program Services$9,096ProgramServicesAmt
Management And General$4,360ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$88,428TotalAmt
Program Services$59,777ProgramServicesAmt
Management And General$28,651ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,941TotalAmt
Program Services$10,100ProgramServicesAmt
Management And General$4,841ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$146TotalAmt
Program Services$99ProgramServicesAmt
Management And General$47ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$433TotalAmt
Management And General$433ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,282TotalAmt
Program Services$5,599ProgramServicesAmt
Management And General$2,683ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MINOR FURNITURE AND EQU$8,028$5,427$2,601
TELECOMMUNICATIONS$7,520$5,083$2,437
REINVESTMENT EXPENSES$3,897$3,897
STAFF DEVELOPMENT$3,405$2,302$1,103

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$7,745TotalAmt
Program Services$5,464ProgramServicesAmt
Management And General$2,281ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,542,702TotalAmt
Program Services$1,067,523ProgramServicesAmt
Management And General$475,179ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$334,944BOYAmt
EOY$410,402EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,120BOYAmt
EOY$4,226EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,613BOYAmt
EOY$527EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$202,565BOYAmt
EOY$128,776EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,583BOYAmt
EOY$23,352EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$339,160LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$323,963LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$23,479BOYAmt
EOY$15,197EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,898,876BOYAmt
EOY$1,469,882EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$743,530BOYAmt
EOY$1,137,454EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$128,718BOYAmt
EOY$77,785EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,359,428BOYAmt
EOY$3,267,601EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,625BOYAmt
EOY$37,612EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$217,081BOYAmt
EOY$173,366EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$131,482BOYAmt
EOY$79,554EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$376,188BOYAmt
EOY$290,532EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,718,974BOYAmt
EOY$2,712,803EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$264,266BOYAmt
EOY$264,266EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,983,240BOYAmt
EOY$2,977,069EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,359,428BOYAmt
EOY$3,267,601EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$184,094ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$187,923NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$10,000OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$241,405CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,590CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,315CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,570CurrentTaxYearMinus1YearAmt
Current Tax Year$18,765CurrentTaxYearAmt
Total$380,645TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,302,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,485,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,359,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,426,633CurrentTaxYearMinus1YearAmt
Current Tax Year$1,238,827CurrentTaxYearAmt
Total$6,812,714TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,543,753CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,560,462CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,382,349CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,449,203CurrentTaxYearMinus1YearAmt
Current Tax Year$1,257,592CurrentTaxYearAmt
Total$7,193,359TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,150CurrentTaxYearMinus1YearAmt
Current Tax Year$10,550CurrentTaxYearAmt
Total$75,950TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$825,010CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$983,517CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$788,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$766,298CurrentTaxYearMinus1YearAmt
Current Tax Year$704,320CurrentTaxYearAmt
Total$4,067,286TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$850,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$995,267CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$804,141CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$778,448CurrentTaxYearMinus1YearAmt
Current Tax Year$714,870CurrentTaxYearAmt
Total$4,143,236TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,050,123PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,889CurrentTaxYearMinus1YearAmt
Current Tax Year$100,759CurrentTaxYearAmt
Total$433,882TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,298CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,010CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$118,889CurrentTaxYearMinus1YearAmt
Current Tax Year$100,759CurrentTaxYearAmt
Total$433,882TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,589,679CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,647,760CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,463,359CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,568,092CurrentTaxYearMinus1YearAmt
Current Tax Year$1,358,351CurrentTaxYearAmt
Total$7,627,241TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.39990PublicSupportCY509Pct
Public Support PY5090.44390PublicSupportPY509Pct
Investment Income CY0.05690InvestmentIncomeCYPct
Investment Income PY0.04890InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$420,807BeginningYearBalanceAmt
Investment Earnings Or Losses$67,118InvestmentEarningsOrLossesAmt
Other Expenditures$16,091OtherExpendituresAmt
End Year Balance$471,834EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$391,035BeginningYearBalanceAmt
Investment Earnings Or Losses$47,563InvestmentEarningsOrLossesAmt
Other Expenditures$17,791OtherExpendituresAmt
End Year Balance$420,807EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$433,255BeginningYearBalanceAmt
Investment Earnings Or Losses-$25,037InvestmentEarningsOrLossesAmt
Other Expenditures$17,183OtherExpendituresAmt
End Year Balance$391,035EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$388,591BeginningYearBalanceAmt
Investment Earnings Or Losses$61,493InvestmentEarningsOrLossesAmt
Other Expenditures$16,829OtherExpendituresAmt
End Year Balance$433,255EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$382,277BeginningYearBalanceAmt
Investment Earnings Or Losses$22,631InvestmentEarningsOrLossesAmt
Other Expenditures$16,317OtherExpendituresAmt
End Year Balance$388,591EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.43992BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.56008PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$19,160OtherCostOrOtherBasisAmt
Depreciation$19,160DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$320,000OtherCostOrOtherBasisAmt
Depreciation$304,803DepreciationAmt
Book Value$15,197BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,197TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (11 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
VANGUARD SHORT TERM BOND INDEX ADMIRAL$207,019F
VANGUARD TOTAL BOND MARK$176,906F
EMBASSY AMBASSADOR FD IN$49,159F
SCHWAB SHORT-TERM BOND I$39,384F
SCHWAB US AGGREGATE BOND$67,147F
STONE RIDGE TR V$101,455F
AQR MANAGED FUTURES STRA$103,014F
AQR STYLE PREMIA ALTERNA$102,811F
BLACKROCK SYSTEMATIC MUL$97,685F
STONE RIDGE TR II$48,304F
ASSETS HELD AT ROCHESTER AREA COMMUNITY FOUNDATION$144,570F
FieldValueIRS element (for citing)
Total Book Value Securities$1,137,454TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$79,554Amt
FieldValueIRS element (for citing)
Total Liability$79,554TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,535,938TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$187,923NetUnrealizedGainsInvstAmt
Revenue Not Reported$187,923RevenueNotReportedAmt
Revenue Subtotal$1,348,015RevenueSubtotalAmt
Investment Expenses Not Incld$10,593InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,593RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,358,608TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,532,109TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,532,109ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,593InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,593ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,542,702TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 THE ORGANIZATION'S AREAS OF STUDY AND ACTION, INCLUDING BUT NOT LIMITED TO GOVERNMENT STRUCTURE AND FUNCTION, ENVIRONMENTAL AND NATURAL RESOURCES, HEALTH CARE AND JUDICIAL ISSUES. EARNINGS FROM THIS FUND ARE TO BE USED AT THE DISCRETION OF THE CGR'S BOARD OF TRUSTEES, 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:THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH ASC 740-10-50, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonERIKA ROSENBERGPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$154,191BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$500BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$9,240DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$14,010NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$177,941TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED FOR ACCURACY AND FILED UPON APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15LINE 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 PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE AND FINANCE & AUDIT COMMITTEES REVIEW STAFFING EXPENSES, INCLUDING COST OF LIVING AND OTHER SALARY AND BENEFIT ADJUSTMENTS FOR THE STAFF AS A WHOLE. IN DETERMINING STAFF SALARIES, THE ORGANIZATION IS INFORMED BY CURRENT LOCALLY PUBLISHED SURVEY DATA.
FORM 990, PART VI, SECTION C, LINE 19TO THE EXTENT PRACTICABLE, THE ORGANIZATION MAKES ACCESSIBLE TO THE PUBLIC, VIA CGR'S OFFICIAL WEBSITE, DOCUMENTATION PERTAINING TO ITS MISSION AND CURRENT ACTIVITES. 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 XI, LINE 9:PRIOR YEAR RESTATEMENT FOR CREDIT LOSS -10,000.
FORM 990, PART XII, LINE 2C:THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.

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