CHILDRENS INSTITUTE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS INSTITUTE INC (EIN 23-7102632)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-30
- IRS object ID
- 201810309349301556
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-30T13:17:58-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237102632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 5852951000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PIERAMICO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5852951000 | PhoneNum |
| Signature | 2018-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND J JACOBI | PreparerPersonNm |
| PTIN | P00160856 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2018-01-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.159.217.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-16 | IPDt |
| IP Tm | 17:30:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 501149EB233EA5A41CADA9B184A715E09E34FA20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0DADF1D6908A9869BC282D158C65CB43F063B5C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LARRY PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,924,395 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHILDRENSINSTITUTE.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGTHEN CHILDRENS' SOCIAL AND EMOTIONAL HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,301,951 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,445,451 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $786,843 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $985,262 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$28,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,556,754 | CYInvestmentIncomeAmt |
| PY Other Revenue | $62,486 | PYOtherRevenueAmt |
| CY Other Revenue | $33,909 | CYOtherRevenueAmt |
| PY Total Revenue | $3,122,585 | PYTotalRevenueAmt |
| CY Total Revenue | $5,021,376 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $359,643 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $297,185 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,980,015 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,261,825 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $130,104 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $866,435 | PYOtherExpensesAmt |
| CY Other Expenses | $891,366 | CYOtherExpensesAmt |
| PY Total Expenses | $3,206,093 | PYTotalExpensesAmt |
| CY Total Expenses | $3,450,376 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$83,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,571,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,326,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,583,508 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $767,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $721,405 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,558,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,862,103 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHILDREN'S INSTITUTE, INC. (CI) IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO EQUIP AND SUPPORT THOSE WHO WORK WITH CHILDREN TO ENSURE THE SUCCESS OF EVERY CHILD. THROUGH SOUND RESEARCH AND EVALUATION, CHILDREN'S INSTITUTE SINCE 1970 HAS HELPED TURN THEORY INTO PROVEN SOLUTIONS, DEVELOPING AND PROMOTING EFFECTIVE PREVENTION AND EARLY INTERVENTION PROGRAMS FOR CHILDREN AND FAMILIES, PARTNERING WITH SCHOOLS AND COMMUNITY AGENCIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,168,086 | ExpenseAmt |
| Grant | $297,185 | GrantAmt |
| Revenue | $811,227 | RevenueAmt |
| Desc | SEE SCHEDULE OPROGRAMS & SERVICES:CHILDREN'S INSTITUTE HAS PARTICIPATED IN AND ALSO MANAGED SEVERAL MULTI-AGENCY COLLABORATIVE EFFORTS. THE ORGANIZATION IS FIRMLY GROUNDED IN THE PHILOSOPHY THAT WE CAN DO MORE FOR CHILDREN WHEN WE WORK TOGETHER THAN WHEN WE WORK IN "SILOS." CHILDREN'S INSTITUTE EMBODIES THIS PRINCIPLE BY PARTICIPATING IN COMMUNITY INITIATIVES(WHETHER PAID OR UNPAID), OFFERING RESOURCES AND SUPPORT TO ORGANIZATIONAL PARTNERS, AND TAKING ON LEADERSHIP ROLES TO MOVE COLLECTIVE COMMUNITY WORK FORWARD USING SHARED DATA AND SUCCESS METRICS. THE SOCIAL EMOTIONAL LEARNING CENTER (SEL CENTER) HAS BEGUN THE TRANSFORMATION OF SETTINGS WHERE CHILDREN AND YOUTH GROW, LEARN AND PLAY, SO THAT ALL ADULTS INTENTIONALLY FOSTER THE SOCIAL AND EMOTIONAL SKILLS YOUNG PEOPLE NEED TO BE SUCCESSFUL. THE SEL CENTER CREATES SUSTAINED COLLABORATION, AUTHENTIC WORKING RELATIONSHIPS, AND CUSTOMIZED SERVICES; PROVIDES TRAINING, CONSULTATION, AND SUPPORTS, GROUNDED IN RESEARCH AND INFORMED BY DATA. THE CENTER CONDUCTS ACTION-ORIENTED RESEARCH AND EVALUATION, INFORMED BY PRACTITIONERS, WORKING ACROSS MULTIPLE SETTINGS THAT SERVE CHILDREN TO MAKE POSITIVE CHANGES ACROSS SYSTEMS.CHILDREN'S INSTITUTE IS CURRENTLY ENGAGED IN SEVERAL COMMUNITY INITIATIVES: ROC THE FUTURE, A CRADLE TO CAREER INITIATIVE, GROW-ROCHESTER A UNIVERSAL SCREENING INITIATIVE OF ROCHESTER'S 3-YEAR-OLD CHILDREN IN VISION, HEARING, COGNITIVE, MOTOR, LANGUAGE, COMMUNICATION, SOCIAL, EMOTIONAL, HEIGHT, WEIGHT, (I.E., BMI) AND ORAL HEALTH (I.E., DENTAL); ROCHESTER MONROE ANTI-POVERTY INITIATIVE (RMAPI), WHICH IS A COMMUNITY EFFORT WORKING TO REDUCE POVERTY BY 50% IN 15 YEARS ; ROCHESTER AREA PARENT PROGRAM (RAPP), A PARENT ENGAGEMENT INITIATIVE; COMET A WEB-BASED INFORMATION SYSTEM THAT ENABLES THE LONGITUDINAL COLLECTION MONITORING AND MANAGEMENT OF MULTISECTOR (HEALTH, EDUCATION AND HUMAN SERVICES) INFORMATION AND WORKING WITH COMMUNITIES ACROSS NYS AND THE NATION IN REGARDS TO THE ABOVE EFFORTS.CHILDREN'S INSTITUTE IS KNOWN AS A CENTER OF EXCELLENCE FOR THE SOCIAL AND EMOTIONAL HEALTH OF CHILDREN AND OFFERS A DIVERSE NUMBER OF SERVICES THAT ADDRESS THE NEEDS OF CHILDREN. SEL COMPETENCIES INCLUDE SELF-AWARENESS, SOCIAL AWARENESS, RESPONSIBLE DECISION-MAKING, CONCENTRATION, SELF-MANAGEMENT AND RELATIONSHIP SKILLS. CHILDREN'S INSTITUTE PROVIDES TRAINING, SYSTEMATIC ASSESSMENT, CONSULTATION, AND EVALUATION FOR INDIVIDUALS AND ORGANIZATIONS. SERVICES INCLUDE PRIMARY PROJECT, THE ROCHESTER EARLY CHILDHOOD PARTNERSHIP (RECAP), GROW-ROCHESTER, ROCHESTER AREA PARENT PROGRAM AND THE PATHWAYS ACCREDITATION FOR CHILD CARE CENTERS. TO ENABLE THE APPRAISAL OF PROGRESS TOWARD GOALS AND MEASUREMENT OF POSITIVE OUTCOMES, TOOLS ARE PROVIDED TO FACILITATE THE EFFECTIVE AND EFFICIENT MEANS TO CHART, TRACK, STUDY, IMPROVE, AND IMPLEMENT KNOWLEDGE, STRATEGIES, AND PRACTICES THAT SERVE CHILDREN. TOOLS PROVIDED ARE VALID, RELIABLE, NORMED, AND CAN BE ACCESSED ONLINE THROUGH THE COMET SYSTEM, A WEB-BASED MEANS OF CAPTURING, STORING AND REPORTING ON NEW DATA, AND IF APPLICABLE, INTEGRATING WITH EXISTING DATA AND SYSTEMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $694,740 | ExpenseAmt |
| Revenue | $44,230 | RevenueAmt |
| Desc | SEE SCHEDULE ORESEARCH AND DEVELOPMENT SERVICES - CHILDREN'S INSTITUTE'S STAFF ARE SKILLED IN A RANGE OF STATE-OF-THE-ART RESEARCH, EVALUATION, AND TRAINING TOOLS AND TECHNIQUES, AND BRINGS TOGETHER ACADEMIC, EDUCATIONAL AND HUMAN SERVICE SECTORS TO POSE QUESTIONS AND FIND ANSWERS ON A VAST RANGE OF TOPICS. THEY BUILD BRIDGES BETWEEN RESEARCH AND PRACTICE TO ENSURE THAT CHILD AND YOUTH SERVING PROFESSIONALS ARE USING RESEARCH-INFORMED PRACTICES AND STRATEGIES. INVESTIGATING THE EFFECTIVENESS OF PROGRAMS USED BY SCHOOLS, GOVERNMENT AGENCIES, AND NOT-FOR-PROFIT ORGANIZATIONS ENABLES THESE ORGANIZATIONS TO MAXIMIZE THEIR ABILITY TO MAKE INFORMED DATA-DRIVEN DECISIONS. CHILDREN'S INSTITUTE USES AN INTEGRATED SET OF EVALUATION SERVICES AND PREDICTIVE ANALYTICS TOOLS TO ACHIEVE THESE BENEFITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $182,607 | ExpenseAmt |
| Revenue | $148,598 | RevenueAmt |
| Desc | COMET AND BUSINESS SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,045,433 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 11 | IRPDocumentW2GCnt |
| Employee | 37 | 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 |
| 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 | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY HARTMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852951000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14607 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DONNA DEPETERS | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN PHILLIPS GORIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD A SCHWARTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG MABON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BERT A BUNYAN | ||||||
| SECOND VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY D PERKINS | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENNIS DELEO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES LEWIS III | ||||||
| FIRST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN TROST | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| R MOHAN MENON | ||||||
| PART YEAR DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRIPAL K MEHTA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT ULLIMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIMBERLY VALENTINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE COONEY MINER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PIERAMICO | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FERNAN CEPERO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOISA BENNETTO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH R FOPPOLI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RASHID MUHAMMAD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY KAHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD ROBERTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| A DIRK HIGHTOWER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $148,746 | $0 | $12,000 | |
| TERRY HARTMANN | ||||||
| DIRECTOR OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $102,345 | $0 | $13,132 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $251,091 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,132 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF ROCHESTER | |||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | LEASE OF EMPLOYEES | $1,896,522 |
| COMET INFORMATICS LLC | |||||
| 640 KREAG RD SUITE 300 | PITTSFORD | NY | 14534 | DATA COLLECTION AND MANAGEMENT | $210,768 |
| STERN REALTY AND MANAGEMENT | |||||
| 274 GOODMAN ST N | ROCHESTER | NY | 14607 | RENT | $130,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $107,250 | FederatedCampaignsAmt |
| Fundraising | $6,987 | FundraisingAmt |
| Government Grants | $1,126,036 | GovernmentGrantsAmt |
| All Other Contributions | $1,205,178 | AllOtherContributionsAmt |
| Noncash Contributions | $5,585 | NoncashContributionsAmt |
| Total Contributions | $2,445,451 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $985,262 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $985,262 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $985,262 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,668 | TotalRevenueColumnAmt |
| Exclusion | $67,668 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,602 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,602 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,207,236 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,718,150 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,489,086 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,489,086 | TotalRevenueColumnAmt |
| Exclusion | $1,489,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,096 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $6,987 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,980 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,116 | TotalRevenueColumnAmt |
| Exclusion | $15,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $145,080 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $126,287 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,793 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,021,376 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,004,055 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,571,870 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,185 | TotalAmt |
| Program Services | $297,185 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,090 | TotalAmt |
| Management And General | $326,090 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,183 | TotalAmt |
| Program Services | $1,329,561 | ProgramServicesAmt |
| Management And General | $163,448 | ManagementAndGeneralAmt |
| Fundraising | $53,174 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,552 | TotalAmt |
| Program Services | $314,943 | ProgramServicesAmt |
| Management And General | $60,415 | ManagementAndGeneralAmt |
| Fundraising | $14,194 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,120 | TotalAmt |
| Management And General | $14,120 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,338 | TotalAmt |
| Program Services | $53,338 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,136 | TotalAmt |
| Management And General | $12,136 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,215 | TotalAmt |
| Program Services | $158,509 | ProgramServicesAmt |
| Management And General | $110,403 | ManagementAndGeneralAmt |
| Fundraising | $29,303 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,967 | TotalAmt |
| Program Services | $203,366 | ProgramServicesAmt |
| Management And General | $24,489 | ManagementAndGeneralAmt |
| Fundraising | $2,112 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$3,382 | TotalAmt |
| Program Services | $79,771 | ProgramServicesAmt |
| Management And General | -$86,343 | ManagementAndGeneralAmt |
| Fundraising | $3,190 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,875 | TotalAmt |
| Management And General | $126,875 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,645 | TotalAmt |
| Program Services | $77,464 | ProgramServicesAmt |
| Management And General | $14,060 | ManagementAndGeneralAmt |
| Fundraising | $3,121 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,828 | TotalAmt |
| Program Services | $3,337 | ProgramServicesAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
| Fundraising | $137 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,374 | TotalAmt |
| Management And General | $10,987 | ManagementAndGeneralAmt |
| Fundraising | $387 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $56,645 | $27,787 | $18,409 | $10,449 |
| CONTRIBUTED SERVICES | $5,585 | $3,895 | $1,690 | |
| ALLOCATION OF OVERHEAD | $0 | $500,172 | -$524,499 | $24,327 |
| DIRECT FUNDRAISING EXPE | -$11,980 | -$11,980 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,450,376 | TotalAmt |
| Program Services | $3,045,433 | ProgramServicesAmt |
| Management And General | $274,839 | ManagementAndGeneralAmt |
| Fundraising | $130,104 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,885 | BOYAmt |
| EOY | $113,908 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,137 | BOYAmt |
| EOY | $465,198 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,830 | BOYAmt |
| EOY | $35,831 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,232 | BOYAmt |
| EOY | $8,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $840,662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $814,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,708 | BOYAmt |
| EOY | $25,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304,216 | BOYAmt |
| EOY | $1,228,151 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,752 | BOYAmt |
| EOY | $1,369,662 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,372 | BOYAmt |
| EOY | $336,129 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,326,132 | BOYAmt |
| EOY | $3,583,508 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,873 | BOYAmt |
| EOY | $489,726 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,049 | BOYAmt |
| EOY | $227,606 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,073 | BOYAmt |
| EOY | $4,073 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,995 | BOYAmt |
| EOY | $721,405 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,059 | BOYAmt |
| EOY | $1,941,404 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,815 | BOYAmt |
| EOY | $164,436 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,263 | BOYAmt |
| EOY | $756,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,558,137 | BOYAmt |
| EOY | $2,862,103 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,326,132 | BOYAmt |
| EOY | $3,583,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,571,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,267,034 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,339,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,303,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,055,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,301,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,445,451 | CurrentTaxYearAmt |
| Total | $11,446,477 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,339,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,303,948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,055,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,301,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,445,451 | CurrentTaxYearAmt |
| Total | $11,446,477 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,446,477 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,628 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,270 | CurrentTaxYearAmt |
| Total | $394,166 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$119,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$36,620 | CurrentTaxYearMinus3YearsAmt |
| Total | -$156,319 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,684,324 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,503,348 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,338 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,338 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,992,095 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,045,433 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $302,272 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $75,568 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $327,425 | CurrentYearMinus3Amt |
| Current Year Minus2 | $305,405 | CurrentYearMinus2Amt |
| Current Year Minus1 | $291,551 | CurrentYearMinus1Amt |
| Current Year | $302,272 | CurrentYearAmt |
| Total | $1,226,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,839,980 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $37,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $67,644 | CurrentYearMinus2Amt |
| Current Year Minus1 | $59,612 | CurrentYearMinus1Amt |
| Current Year | $53,338 | CurrentYearAmt |
| Total | $218,094 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $81,856 | CurrentYearMinus3Amt |
| Current Year Minus2 | $76,351 | CurrentYearMinus2Amt |
| Current Year Minus1 | $72,888 | CurrentYearMinus1Amt |
| Current Year | $75,568 | CurrentYearAmt |
| Total | $306,663 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $459,995 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 12 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,213 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $920,699 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,447,968 | BeginningYearBalanceAmt |
| Contributions | $100,290 | ContributionsAmt |
| Investment Earnings Or Losses | $289,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $228,029 | OtherExpendituresAmt |
| Administrative Expenses | $12,136 | AdministrativeExpensesAmt |
| End Year Balance | $2,597,813 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,557,202 | BeginningYearBalanceAmt |
| Contributions | $94,762 | ContributionsAmt |
| Investment Earnings Or Losses | $20,426 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $212,361 | OtherExpendituresAmt |
| Administrative Expenses | $12,061 | AdministrativeExpensesAmt |
| End Year Balance | $2,447,968 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,585,427 | BeginningYearBalanceAmt |
| Contributions | $106,789 | ContributionsAmt |
| Investment Earnings Or Losses | $37,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $159,995 | OtherExpendituresAmt |
| Administrative Expenses | $12,158 | AdministrativeExpensesAmt |
| End Year Balance | $2,557,202 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,314,439 | BeginningYearBalanceAmt |
| Contributions | $326,777 | ContributionsAmt |
| Investment Earnings Or Losses | $439,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $487,343 | OtherExpendituresAmt |
| Administrative Expenses | $7,716 | AdministrativeExpensesAmt |
| End Year Balance | $2,585,427 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,196,787 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $319,229 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $194,786 | OtherExpendituresAmt |
| Administrative Expenses | $6,791 | AdministrativeExpensesAmt |
| End Year Balance | $2,314,439 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64560 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06330 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,091 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,091 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $602,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $576,896 | DepreciationAmt |
| Book Value | $25,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,675 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| 53,540.450 SHS VANGUARD TOTAL BOND MARKET ETF | $576,631 | F |
| 3,290 SHS ISHARES CORE MSCI EAFE | $200,328 | F |
| 2,435 SHS ISHARES CORE S&P 500 ETF | $592,703 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,369,662 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLES FROM COMET INFORMATICS, LLC | Desc |
| Book Value | $336,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $336,129 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $4,073 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,073 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,927,075 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,267,034 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $184,869 | OtherRevenueAmt |
| Revenue Not Reported | -$1,082,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,009,240 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,136 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,136 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,021,376 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,623,109 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $184,869 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $184,869 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,438,240 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $12,136 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,136 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,450,376 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO FUND PROGRAMS OF THE ORGANIZATION AND IN ACCORDANCE WITH DONOR DESIGNATED STIPULATIONS. |
| PART X, LINE 2: | THE INSTITUTE IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INSTITUTE HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE INSTITUTE FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ALSO FILES IN NEW YORK STATE. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2017 THE INSTITUTE IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2014. THE TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2014 THROUGH JUNE 30, 2017 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND THE TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE INSTITUTE BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF MEASURES (MEASURES SHOWN NET ON FORM 990, PAGE 1) 126,287. RENTAL SUBLEASE EXPENSES 46,602. DIRECT FUNDRAISING EXPENSES 11,980. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 12,136. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF MEASURES (MEASURES SHOWN NET ON FORM 990, PAGE 1) 126,287. RENTAL SUBLEASE EXPENSES 46,602. DIRECT FUNDRAISING EXPENSES 11,980. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 12,136. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KIDS AND TRUCKS | Event1Nm |
| Gross Receipts Event1 | $27,223 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,587 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $25,636 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,770 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $245 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,389 | OtherDirectExpensesEvent1Amt |
| Event2 | TRAUMA SEMINAR | Event2Nm |
| Gross Receipts Event2 | $6,460 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,460 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,025 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $33,683 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $6,587 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,096 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,770 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $245 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,414 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,429 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,667 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| CHENANGO VALLEY CENTRAL SCHOOL DISTRICT | |||||||||
| 221 CHENANGO BRIDGE ROAD | BINGHAMTON | NY | 13901 | 156002531 | N/A | $15,000 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| CONTACT COMMUNITY SERVICES | |||||||||
| 6311 COURT STREET ROAD | EAST SYRACUSE | NY | 13057 | 160984299 | 501(C)(3) | $41,250 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| DISTRICT 28 PS 182 | |||||||||
| 153-27 88TH STREET | JAMAICA | NY | 11432 | 136400434 | N/A | $11,250 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| FREEPORT PUBLIC SCHOOLS | |||||||||
| 235 NORTH OCEAN AVENUE | FREEPORT | NY | 11520 | 280209030 | N/A | $37,671 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| GOWANDA CENTRAL SCHOOL | |||||||||
| 10674 PROSPECT STREET | GOWANDA | NY | 14070 | 166001680 | N/A | $11,250 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| NYACK PUBLIC SCHOOL | |||||||||
| 13 A DICKENSON AVENUE | NYACK | NY | 10960 | 136007154 | N/A | $15,000 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| PINE BUSH CENTRAL SCHOOL DISTRICT | |||||||||
| 156 RT 302 | PINEBUSH | NY | 12566 | 146001391 | N/A | $12,000 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| RENAISSANCE CHARTER SCHOOL | |||||||||
| 35-59 81ST STREET | JACKSON HEIGHTS | NY | 11372 | 113550391 | 501(C)(3) | $8,337 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| ROCHESTER CITY SCHOOL DISTRICT | |||||||||
| 131 WEST BROAD STREET | ROCHESTER | NY | 14614 | 166002010 | N/A | $110,728 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| SOUTH BUFFALO CHARTER SCHOOL | |||||||||
| 154 SOUTH OGDEN STREET | BUFFALO | NY | 14210 | 161586423 | 501(C)(3) | $11,250 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| SULLIVAN WEST CENTRAL SCHOOL DISTRICT | |||||||||
| 33 SCHOOLHOUSE ROAD | JEFFERSONVILLE | NY | 12748 | 591502040 | N/A | $7,240 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| CITY OF NEW ROCHELLE | |||||||||
| 515 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | 136007142 | N/A | $6,416 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
| DISCOVERY CHARTER SCHOOL | |||||||||
| 133 HOOVER DRIVE | ROCHESTER | NY | 14615 | 274310659 | 501(C)(3) | $5,665 | FMV | N/A | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS IN THE US THROUGH MONTHLY FINANCIAL REPORTS AND, AS REQUIRED, PERIODIC REPORTS TO THE GRANTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A DIRK HIGHTOWER | ||||||||||||||
| EXECUTIVE DIRECTOR | $148,746 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,000 | $0 | $160,746 | $0 | $0 | $0 |
| TERRY HARTMANN | ||||||||||||||
| DIRECTOR OF FINANCE & OPERATIONS | $102,345 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,132 | $0 | $115,477 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION LEASES 35 UNIVERSITY OF ROCHESTER EMPLOYEES. THE ORGANIZATION PAID THE UNIVERSITY OF ROCHESTER $1,896,522 DURING THE CALENDAR YEAR. CHILDREN'S INSTITUTE, INC. AND THE UNIVERSITY OF ROCHESTER BOTH ISSUED A W2 TO A. DIRK HIGHTOWER DURING 2016. THE UNIVERSITY OF ROCHESTER ISSUED A 2016 W2 TO A. DIRK HIGHTOWER FOR $119,469 AND PAID BENEFITS OF $12,000. THE CHILDREN'S INSTITUTE, INC. ISSUED A. DIRK HIGHTOWER A 2016 W2 IN THE AMOUNT OF $29,277 AND NO BENEFITS. CHILDREN'S INSTITUTE, INC. AND THE UNIVERSITY OF ROCHESTER BOTH ISSUED A W2 TO TERRY HARTMAN DURING 2016. THE UNIVERSITY OF ROCHESTER ISSUED A 2016 W2 TO TERRY HARTMAN FOR $95,347 AND PAID BENEFITS OF $13,132. THE CHILDREN'S INSTITUTE, INC. ISSUED TERRY HARTMAN A 2016 W2 IN THE AMOUNT OF $6,998 AND NO BENEFITS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMET INFORMATICS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | JOINT VENTURE AND 38% OWNER | RelationshipDescriptionTxt |
| Transaction | $210,768 | TransactionAmt |
| Transaction | THE ORGANIZATION HAS A 38% OWNERSHIP INTEREST IN COMET INFORMATICS LLC AND CONTRACTED WITH THE LLC TO PROVIDE SERVICES FOR THE COMET PROGRAM. THE SERVICES PROVIDED INCLUDE A WEB-BASED INFORMATICS SYSTEM TO BETTER MEET THE ASSESSMENT, EVALUATION AND ACCOUNTABILITY NEEDS FOR THE ORGANIZATION'S PROGRAMS. IN ADDITION DIRK HIGHTOWER AND TOM ROGERS ARE DIRECTORS OF COMET INFORMATICS LLC. AND DIRK HIGHTOWER IS THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND TOM ROGERS IS A FORMER DIRECTOR OF THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 FIRST UNDERGOES A STAFF REVIEW, ANY NECESSARY CHANGES ARE MADE, THEN THE RETURN IS REVIEWED BY THE FINANCE COMMITTEE AND IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR A FINAL REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | STAFF AND BOARD MEMBERS ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST SURVEY AND AGREE TO FOLLOW THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY 3-5 YEARS A COMPARISON IS MADE TO THE COMPENSATION OF CEO'S OF SIMILAR EXEMPT ORGANIZATIONS. THE PERFORMANCE OF THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE REVIEW IS DOCUMENTED IN A WRITTEN REPORT WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR. THE COMPENSATION OF OTHER EMPLOYEES OF THE ORGANIZATION IS COMPARED ANNUALLY WITH THE UNIVERSITY OF ROCHESTER WAGE SCHEDULES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE POLICY MANUAL, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY, AS WELL AS THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON GUIDESTAR.ORG. ALL OF THE REFERENCED DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. |
| FORM 990, PART V, LINE 2A | DURING 2016 THE ORGANIZATION LEASED 35 EMPLOYEES WHO RECEIVED A W2 FROM THE UNIVERSITY OF ROCHESTER. DURING THE FISCAL YEAR CHILDREN'S INSTITUTE, INC. REIMBURSED THE UNIVERSITY OF ROCHESTER $1,896,522 FOR THESE LEASED EMPLOYEES. |
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