2016-05-11T10:02:40-05:00 2015-12-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2015-01-01 160754774 CENTER FOR GOVERNMENTAL RESEARCH INC CENT 5853277050 1 SOUTH WASHINGTON STREET NO 400 ROCHESTER NY 146141135 JOSEPH STEFKO PRESIDENT & CEO 5853277050 2016-05-10 1 MICHELLE CAIN P00150750 5854231860 2016-05-10 2015 2016-09-27 15:27:22Z JOSEPH STEFKO 1 SOUTH WASHINGTON STREET NO 400 ROCHESTER NY 146141135 3253209 0 X WWW.CGR.ORG X 1915 NY THE CENTER FOR GOVERNMENTAL RESEARCH, INC. (CGR) IS A NONPROFIT, NONPARTISAN ORGANIZATION THAT PROVIDES RESEARCH, ANALYSIS, MANAGEMENT GUIDANCE AND IMPLEMENTATION SUPPORT TO GOVERNMENTS AND NONPROFITS. CGR INFORMS AND EMPOWERS LEADERS DRIVING POSITIVE ORGANIZATIONAL CHANGE. 25 24 17 52 0 0 31801 70133 1324949 1440054 212567 30547 41354 23281 1610671 1564015 0 0 0 0 1136587 1218783 0 0 4622 369531 462009 1506118 1680792 104553 -116777 2625699 2548909 409029 537715 2216670 2011194 THE CENTER FOR GOVERNMENTAL RESEARCH, INC. (CGR) IS A NONPROFIT, NONPARTISAN ORGANIZATION THAT PROVIDES RESEARCH, ANALYSIS, MANAGEMENT GUIDANCE AND IMPLEMENTATION SUPPORT TO GOVERNMENTS AND NONPROFITS. CGR INFORMS AND EMPOWERS LEADERS DRIVING POSITIVE ORGANIZATIONAL CHANGE. 0 0 1016296 1440054 RESEARCHCGR'S PRIMARY ACTIVITY IS PROVIDING MANAGEMENT CONSULTING SERVICES OR MANAGEMENT TOOLS TO CLIENTS, UTILIZING STAFF EXPERTISE THAT SPANS ECONOMICS AND PUBLIC FINANCE; GOVERNMENT MANAGEMENT; HEALTH AND HUMAN SERVICES; PUBLIC SAFETY; EDUCATION; AND STRATEGIC PLANNING. 46828 PUBLIC SERVICEWITH CONTRIBUTIONS FROM DONORS, CGR CONDUCTS RESEARCH IN THE PUBLIC INTEREST THAT IS NOT FUNDED BY CLIENTS. WE IDENTIFY PROJECTS TO PURSUE BASED UPON THE WORK WE DO, CONVERSATIONS WITH LEADERS WE MEET WHILE CONDUCTING RESEARCH, AND INTERNAL ASSESSMENT ABOUT WHETHER OR NOT A PARTICULAR ISSUE IS BEING ADEQUATELY ADDRESSED BY OTHERS. 403176 PROJECT DEVELOPMENTCGR RESPONDS TO REQUESTS FOR PROPOSALS FOR TARGETED MANAGEMENT CONSULTING SERVICES ISSUED BY GOVERNMENTS AND NONPROFITS AND ALSO PROACTIVELY MARKETS SERVICES AND PRODUCTS TO POTENTIAL CLIENTS. CGR PRODUCTS ARE HANDS-ON MEASUREMENT TOOLS THAT PUT CUSTOMIZED, UP-TO-DATE INFORMATION AT CLIENTS'FINGERTIPS, PROVIDING ON-DEMAND DECISION SUPPORT. USING THE APPROPRIATE TOOL, A CLIENT CAN PROFILE A COMMUNITY'S NEEDS, WEIGH THE ECONOMIC IMPACT OF NEW INITIATIVES, OR COMPARE SPENDING WITH PEERS INSIDE AND OUTSIDE A REGION. 23281 23281 1466300 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 17 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X SUSAN BARNES 5853277050 1 S WASHINGTON ST SUITE 400 ROCHESTER NY 14614 JOSEPH STEFKO PRESIDENT & CEO 40.00 X X 128891 0 29532 DONNA DEDEE TRUSTEE 0.30 X 0 0 0 PAUL HOLLOWAY CHAIRMAN 0.30 X X 0 0 0 VICTOR SALERNO SECRETARY 0.30 X X 0 0 0 RICHARD A KAPLAN TREASURER 0.30 X X 0 0 0 JOSEPH KLEIN PARTIAL YEAR TRUSTEE 0.30 X 0 0 0 JENNIFER LEONARD TRUSTEE 0.30 X 0 0 0 THERESA MAZZULLO TRUSTEE 0.30 X 0 0 0 SANDRA PARKER VICE CHAIRMAN 0.30 X X 0 0 0 PETER ROBINSON PARTIAL YEAR TRUSTEE 0.30 X 0 0 0 GEOFFREY ROSENBERGER PARTIAL YEAR TRUSTEE 0.30 X 0 0 0 PHILLIP CLARK TRUSTEE 0.30 X 0 0 0 PAUL EISENSTAT TRUSTEE 0.30 X 0 0 0 THOMAS GILLETT TRUSTEE 0.30 X 0 0 0 JEREMY HAEFNER TRUSTEE 0.30 X 0 0 0 ANDREW CHILDS TRUSTEE 0.30 X 0 0 0 WADE NORWOOD TRUSTEE 0.30 X 0 0 0 WILLIAM STRASSBURG TRUSTEE 0.30 X 0 0 0 WARREN HERN TRUSTEE 0.30 X 0 0 0 JOHN PURCELL PARTIAL YEAR TRUSTEE 0.30 X 0 0 0 DONALD BAIN TRUSTEE 0.30 X 0 0 0 ANNE KRESS TRUSTEE 0.30 X 0 0 0 MAURICIO RIVEROS TRUSTEE 0.30 X 0 0 0 ALEXANDER ZAPESOCHNY TRUSTEE 0.30 X 0 0 0 SUZANNE NASIPAK-CHAPMAN TRUSTEE 0.30 X 0 0 0 SHARON NAPIER TRUSTEE 0.30 X 0 0 0 DAVID FIEDLER TRUSTEE 0.30 X 0 0 0 ROBERT DUFFY TRUSTEE 0.30 X 0 0 0 DR ROBERT CLARK TRUSTEE 0.30 X 0 0 0 SUSAN BARNES CFO & ASSISTANT TREASURER 40.00 X 107976 0 12138 KENT GARDNER CHIEF ECONOMIST 40.00 X 113690 0 24116 350557 0 65786 3 0 1 0 0 23418 46715 70133 PUBLIC REIMBURSEMENT 541610 1440054 1440054 1440054 37508 37508 1663701 1670662 -6961 -6961 -6961 18532 23418 18532 0 MISCELLANEOUS 900099 23281 23281 23281 1564015 1463335 0 30547 278536 238661 39017 858 726297 622319 101737 2241 60667 51981 8498 188 82126 70369 11504 253 71157 60971 9967 219 19088 16355 2674 59 44235 37900 6197 138 8200 7026 1149 25 115983 99378 16247 358 33000 28275 4623 102 12694 10877 1778 39 15060 12904 2110 46 CONTRACT STAFF 145179 145179 MEMBERSHIPS & CONTRIBUT 27984 23978 3920 86 RECRUITMENT AND RELOCAT 22000 22000 0 0 UNCOLLECTIBLE ACCOUNTS 15380 15380 0 0 3206 2747 449 10 1680792 1466300 209870 4622 156310 262824 322 322 2803 3800 194434 223262 13940 16307 278442 246150 47352 32292 1884880 1671326 325658 338776 2625699 2548909 34583 41402 48788 157537 325658 338776 409029 537715 X 1952404 1746928 264266 264266 2216670 2011194 2625699 2548909 -116777 -88699 0 X X 0 1 X 1 0 X 56804 47770 53224 31801 70133 259732 1624412 1749550 1409290 1324949 1440054 7548255 1681216 1797320 1462514 1356750 1510187 7807987 38993 34000 36581 23700 17750 151024 0 38993 34000 36581 23700 17750 151024 7656963 29096 32990 36933 38643 37508 175170 29096 32990 36933 38643 37508 175170 34327 33437 44490 41353 23282 176889 1744639 1863747 1543937 1436746 1570977 8160046 0.93830 0.93570 0.02150 0.01870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 371044 -7650 16847 346907 362919 4000 20379 16254 371044 318313 60001 15395 362919 296895 37443 16025 318313 324266 -11108 16263 296895 0.23820 0.76180 1 0 19160 19160 0 259282 226990 32292 32292 DEFERRED COMPENSATION 338776 338776 DEFERRED COMPENSATION 338776 338776 1475316 -88699 -88699 1564015 0 1564015 1680792 0 1680792 0 1680792 PART V, LINE 4: BEATRICE BIBBY ENDOWMENT FOR STUDIES IN PUBLIC POLICY - THIS FUND WAS ESTABLISHED WITH A GIFT FROM A DONOR TO MAINTAIN AND INCREASE CGR'S WORK FOR THE PUBLIC INTEREST, AND AT THE SAME TIME TO ENABLE CGR TO PROVIDE THE LEAGUE OF WOMEN VOTERS OF THE ROCHESTER METROPOLITAN AREA WITH INFORMATION RELEVANT TO THAT ORGANIZATION'S AREAS OF STUDY AND ACTION, INCLUDING BUT NOT LIMITED TO GOVERNMENT STRUCTURE AND FUNCTION, ENVIRONMENT AND NATURAL RESOURCES, HEALTH CARE, AND JUDICIAL ISSUES. EARNINGS FROM THIS FUND ARE TO BE USED AT THE DISCRETION OF THE CGR 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. GALA 41950 23418 18532 18532 41950 23418 18532 18532 18532 0 X X X 0 0 0 0 0 0 0 0 0 JOSEPH STEFKO PRESIDENT & CEO 128891 0 0 0 0 0 14439 0 15093 0 158423 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE BOARD, REVIEWED FOR ACCURACY AND FILED UPON APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BYLAWS OF THE ORGANIZATION REQUIRE THAT BOARD MEMBERS COMPLETE A STATEMENT EACH YEAR STATING WHAT, IF ANY CONFLICTS OF INTEREST HAVE ARISEN. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE PRESIDENT AND CEO'S COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. AFTER A FULL REVIEW PROCESS, THE COMPENSATION PACKAGE IS SUBSTANTIATED, COMPARED IN CONTEXT, AND EVALUATED AGAINST LIKE POSITIONS. LINE 15B: AS A PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE COMMITTEE AND FINANCE AND AUDIT COMMITTEE REVIEW A STAFFING SCHEDULE WHICH INCLUDES SALARY AND BENEFITS, ANY PROPOSED SALARY ADJUSTMENT(S), ANY PROPOSED COST OF LIVING ADJUSTMENT(S) FOR ALL STAFF POSITIONS. IN DETERMINING STAFF SALARIES, THE ORGANIZATION IS INFORMED BY CURRENT LOCALLY PUBLISHED SURVEY DATA. FORM 990, PART VI, SECTION C, LINE 19 TO THE EXTENT PRACTICABLE, THE ORGANIZATION MAKES ACCESSIBLE TO THE PUBLIC, VIA CGR'S OFFICIAL WEBSITE AS WELL AS GUIDESTAR.ORG, DOCUMENTATION PERTAINING TO ITS MISSION AND CURRENT ACTIVITIES. CGR'S GOVERNING DOCUMENTS, CURRENT YEAR BUDGET, AND ITS MOST RECENT INDEPENDENT AUDIT REPORT ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR.