CHILDRENS INSTITUTE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHILDRENS INSTITUTE INC (EIN 23-7102632)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-04
- IRS object ID
- 201300359349300190
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-04T13:31:43-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161092347 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237102632 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDREN'S INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHIL | NameControl |
| Phone | 5852951000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD SCHWARTZ | Name |
| Title | TREASURER | Title |
| Phone | 5852951000 | Phone |
| Date Signed | 2013-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND J JACOBI | Name |
| PTIN | P00160856 | PTIN |
| Phone | 5854231860 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4791406 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CHILDRENSINSTITUTE.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO STRENGTHEN CHILDRENS' SOCIAL AND EMOTIONAL HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 62 | TotalNbrEmployees |
| Total Nbr Volunteers | 18 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3227078 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3057398 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 796574 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 740294 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 124696 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40864 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 72458 | OtherRevenuePriorYear |
| Other Revenue Current Year | -20791 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4220806 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3817765 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 306505 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 352124 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2738077 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2082207 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 69068 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1281046 | OtherExpensePriorYear |
| Other Expenses Current Year | 1134847 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4325628 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3569178 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -104822 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 248587 | RevenuesLessExpensesCY |
| Total Assets BOY | 3003368 | TotalAssetsBOY |
| Total Assets EOY | 3380874 | TotalAssetsEOY |
| Total Liabilities BOY | 881015 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1171930 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2122353 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2208944 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | RESEARCH, DEVELOPMENT, EVALUATION AND DISSEMINATION OF PROGRAMS TO STRENGTHEN CHILDRENS' SOCIAL AND EMOTIONAL HEALTH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1232321 | Expense |
| Revenue | 504851 | Revenue |
| Description | NATIONAL SERVICES - NATIONALLY IMPLEMENTED CORE PROGRAM DESIGNED TO GIVE YOUNG CHILDREN AT RISK FOR SCHOOL ADJUSTMENT PROBLEMS A HEALTHY START IN SCHOOL THROUGH ONE-TO-ONE OR SMALL GROUP INTERACTIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 719155 | Expense |
| Revenue | 454899 | Revenue |
| Description | RESEARCH AND DEVELOPMENT SERVICES - RESEARCHES NEW IDEAS, CONDUCTS CAREFUL SYSTEMATIC STUDIES OR AREAS OR IDEAS, INVESTIGATES THE EFFECTIVENESS OF NEW PROGRAMS, DISTRIBUTES RESULTS IN PROFESSIONAL AND RESEARCH JOURNALS, BOOKS AND AT PROFESSIONAL CONFERENCES. PROVIDES SCHOOLS, OTHER GOVERNMENT AGENCIES, FOUNDATIONS, AND NOT-FOR-PROFIT ORGANIZATIONS AN INTEGRATED SET OF EVALUATION SERVICES TO MAXIMIZE THEIR ABILITY TO MAKE INFORMED DATA DRIVEN DECISIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 889017 | Expense |
| Revenue | 623303 | Revenue |
| Description | COMMUNITY PARTNERSHIPS - COORDINATES OR DIRECTS MULTI-AGENCY COLLABORATIVES; PROVIDES TRAINING, TECHNICAL ASSISTANCE AND CONSULTATION FOR THOSE IMPLEMENTING EARLY INTERVENTION AND PREVENTION PROGRAMS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 90393 | Revenue |
| Description | BUSINESS SERVICES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 90393 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2840493 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 62 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON DEVITA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5852951000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID BROADBENT | ||||||
| PAST PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| CAROL R GRAVETTER | ||||||
| PRESIDENT | 4.00 | X | 0 | 0 | 0 | X |
| SUSAN PHILLIPS GORIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RICHARD A SCHWARTZ | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| ELEONORE HANSON HERMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN E ACKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ESTHER AXT KARP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOY RYEN PLOTNIK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BERT A BUNYAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONNA DEPETERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ADELE GREGORY GORGES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES LEWIS III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY D PERKINS | ||||||
| FIRST VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| MOIRA SZILAGYI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JONATHAN TROST | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| PAMELA B KIMMET | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KRIPAL K MEHTA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOPHITEC INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 KREAG ROAD | AddressLine1 |
| City | PITTSFORD | City |
| State | NY | State |
| ZIP Code | 14534 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INFORMATION TECHNOLOGY SERVICES AND SOFT | DescriptionOfServices |
| Compensation | 174817 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 1658793 | GovernmentGrants |
| All Other Contributions | 1398605 | AllOtherContributions |
| Total Contributions | 3057398 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEE FOR SERVICE REVENU | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 740294 | TotalRevenueColumn |
| Related Or Exempt Function Income | 740294 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 740294 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35330 | TotalRevenueColumn |
| Exclusion | $35,330 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 317759 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 312225 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5534 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5534 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5534 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 640625 | GrossSalesOfInventory |
| Cost Of Goods Sold | 661416 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -20791 | TotalRevenueColumn |
| Related Or Exempt Function Income | -20791 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3817765 | TotalRevenueColumn |
| Related Or Exempt Function Income | 725037 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $35,330 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352124 | Total |
| Program Services | 352124 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2082207 | Total |
| Program Services | 1600961 | ProgramServices |
| Management And General | 451234 | ManagementAndGeneral |
| Fundraising | 30012 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23828 | Total |
| Program Services | 6730 | ProgramServices |
| Management And General | 17098 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244427 | Total |
| Program Services | 232008 | ProgramServices |
| Management And General | 11116 | ManagementAndGeneral |
| Fundraising | 1303 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -12624 | Total |
| Program Services | 58215 | ProgramServices |
| Management And General | -72350 | ManagementAndGeneral |
| Fundraising | 1511 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159790 | Total |
| Management And General | 159790 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155191 | Total |
| Program Services | 138501 | ProgramServices |
| Management And General | 11913 | ManagementAndGeneral |
| Fundraising | 4777 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28833 | Total |
| Program Services | 26600 | ProgramServices |
| Management And General | 1805 | ManagementAndGeneral |
| Fundraising | 428 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16545 | Total |
| Management And General | 16545 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSULTING | 289119 | 227204 | 36915 | 25000 |
| COMMUNITY PARTNERS | 146081 | 146081 | ||
| PRINTING & DUPLICATING | 36444 | 23794 | 11014 | 1636 |
| OTHER EXPENSES | 24557 | 9396 | 11017 | 4144 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22656 | Total |
| Program Services | 18879 | ProgramServices |
| Management And General | 3520 | ManagementAndGeneral |
| Fundraising | 257 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3569178 | Total |
| Program Services | 2840493 | ProgramServices |
| Management And General | 659617 | ManagementAndGeneral |
| Fundraising | 69068 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 612324 | BOY |
| EOY | 278216 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386502 | BOY |
| EOY | 443946 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60740 | BOY |
| EOY | 38252 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79387 | BOY |
| EOY | 38303 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 841853 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 793460 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77226 | BOY |
| EOY | 48393 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1787189 | BOY |
| EOY | 2196787 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 156319 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 180658 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003368 | BOY |
| EOY | 3380874 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385545 | BOY |
| EOY | 733562 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495470 | BOY |
| EOY | 438368 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881015 | BOY |
| EOY | 1171930 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702329 | BOY |
| EOY | 1290578 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330048 | BOY |
| EOY | 380390 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89976 | BOY |
| EOY | 537976 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2122353 | BOY |
| EOY | 2208944 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3003368 | BOY |
| EOY | 3380874 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 248587 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -161996 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4083232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4298108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3584077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3242078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3057398 | CurrentTaxYear |
| Total | 18264893 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4083232 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4298108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3584077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3242078 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3057398 | CurrentTaxYear |
| Total | 18264893 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 18264893 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74022 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47647 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37409 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35330 | CurrentTaxYear |
| Total | 232603 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18497496 | TotalSupport |
| Gross Receipts From Admissions Etc | 6200047 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98630 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37780 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37780 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4192814 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4230594 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 361530 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 90383 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 431327 | CurrentYearMinus3 |
| Current Year Minus2 | 405591 | CurrentYearMinus2 |
| Current Year Minus1 | 380409 | CurrentYearMinus1 |
| Current Year | 361530 | CurrentYear |
| Total | 1578857 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,368,286 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 34233 | CurrentYearMinus3 |
| Current Year Minus2 | 34140 | CurrentYearMinus2 |
| Current Year Minus1 | 42218 | CurrentYearMinus1 |
| Current Year | 37780 | CurrentYear |
| Total | 148371 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 107832 | CurrentYearMinus3 |
| Current Year Minus2 | 101398 | CurrentYearMinus2 |
| Current Year Minus1 | 95102 | CurrentYearMinus1 |
| Current Year | 90383 | CurrentYear |
| Total | 394715 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $592,073 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 13 | NumberDAFsHeld |
| Aggregate DAF Value | 743838 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1787189 | BeginningOfYearBalance |
| Contributions | 414350 | Contributions |
| Investment Earnings Or Losses | 24428 | InvestmentEarningsOrLosses |
| Other Expenditures | 23545 | OtherExpenditures |
| Administrative Expenses | 5635 | AdministrativeExpenses |
| End Of Year Balance | 2196787 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1650236 | BeginningOfYearBalance |
| Contributions | 175100 | Contributions |
| Investment Earnings Or Losses | 408066 | InvestmentEarningsOrLosses |
| Other Expenditures | 439425 | OtherExpenditures |
| Administrative Expenses | 6788 | AdministrativeExpenses |
| End Of Year Balance | 1787189 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1537397 | BeginningOfYearBalance |
| Contributions | 60000 | Contributions |
| Investment Earnings Or Losses | 242802 | InvestmentEarningsOrLosses |
| Other Expenditures | 173251 | OtherExpenditures |
| Administrative Expenses | 16712 | AdministrativeExpenses |
| End Of Year Balance | 1650236 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1667806 | BeginningOfYearBalance |
| Contributions | 160322 | Contributions |
| Investment Earnings Or Losses | -223030 | InvestmentEarningsOrLosses |
| Other Expenditures | 62974 | OtherExpenditures |
| Administrative Expenses | 4727 | AdministrativeExpenses |
| End Of Year Balance | 1537397 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.66100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.24500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 238091 | OtherCostOrOtherBasis |
| Depreciation | 238091 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 603762 | OtherCostOrOtherBasis |
| Depreciation | 555369 | Depreciation |
| Book Value | 48393 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48393 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECEIVABLES FROM COMET INFORMATICS, LLC | Description |
| Book Value | 180658 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 180658 | TotalBookValueOtherAssets |
| Total Revenue | 3817765 | TotalRevenue |
| Total Expenses | 3569178 | TotalExpenses |
| Excess Or Deficit For Year | 248587 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -16436 | NetUnrealizedGLOnInvestments |
| Other | -$145,560 | OtherAmount |
| Total Adjustments | -161996 | TotalAdjustments |
| Excess Or Deficit Per FS | 86591 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4462745 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -16436 | NetUnrealizedGainsInvestments |
| Other Revenues | 661416 | OtherRevenues |
| Revenue Not Rptd F990 | 644980 | RevenueNotRptdF990 |
| Revenue Subtotal | 3817765 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3817765 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4230594 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 661416 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 661416 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3569178 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3569178 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | LOSS ON INVESTMENT IN LLC -145,560. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF MEASURES (MEASURES SHOWN NET ON FORM 990, PAGE 1) 661,416. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF MEASURES (MEASURES SHOWN NET ON FORM 990, PAGE 1) 661,416. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL DISTRICT AWARDS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 NORTH GOODMAN ST SUITE D103 | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | N/A | IRCSection |
| Amount Of Cash Grant | 352124 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS | PurposeOfGrant |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| A DIRK HIGHTOWER | |||
| EXECUTIVE DIRECTOR | 223971 | DIRK HIGHTOWER HAS AN OWNERSHIP POSITION IN COMET INFORMATICS LLC. THE ORGANIZATION FORMED COMET INFORMATICS LLC DURING THE CURRENT YEAR 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. | 0 |
| ADELE GORGES | |||
| BOARD MEMBER | 322832 | ADELE GORGES IS A KEY EMPLOYEE OF COORDINATED CARE SERVICES, INC. CHILDREN'S INSTITUTE RECEIVES GRANTS THROUGH THIS ORGANIZATION. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE JOINT VENTURE POLICY WAS CREATED TO ESTABLISH GUIDELINES SO THE CHILDREN'S INSTITUTE CAN EVALUATE ITS PARTICIPATION IN JOINT VENTURE ARRANGEMENTS UNDER FEDERAL TAX LAW AND TAKE STEPS TO SAFEGUARD THE CORPORATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS. CHANGES WERE MADE TO THE INVESTMENT POLICY SPELLING OUT GUIDELINES FOR THE USE OF RESTRICTED FUNDS, IN ORDER TO BE IN ACCORDANCE WITH NYPMIFA REGULATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 FIRST UNDERGOES A STAFF REVIEW, ANY NECESSARY CHANGES ARE MADE, THEN THE RETURN IS REVIEWED BY THE FINANCE AND AUDIT 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -16,436. LOSS ON INVESTMENT IN LLC -145,560. TOTAL TO FORM 990, PART XI, LINE 5: -161,996. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ROCHESTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 MT HOPE AVENUE TOWNE HOUSE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14620 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160743209 | EIN |
| Primary Activities | PROVISION OF HIGHER EDUCATION | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 2 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMET INFORMATICS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 KREAG ROAD | AddressLine1 |
| City | PITTSFORD | City |
| State | NY | State |
| ZIP Code | 14534 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453141733 | EIN |
| Primary Activity | WEB-BASED INFORMATICS SYSTEM | PrimaryActivity |
| Legal Domicile State | NY | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOPHITEC INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -145560 | ShareOfTotalIncome |
| Share Of EOY Assets | 32460 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.44000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ROCHESTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 2125336 | AmountInvolved |
Comments