2013-02-04T13:31:43-06:00 2012-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2011-07-01 237102632 CHILDREN'S INSTITUTE INC CHIL 5852951000 274 NORTH GOODMAN STREET ROCHESTER NY 14607 RICHARD SCHWARTZ 5852951000 2013-01-31 1 RAYMOND J JACOBI P00160856 5854231860 2011 2016-02-25 16:41:14Z 274 NORTH GOODMAN STREET ROCHESTER NY 14607 4791406 0 X WWW.CHILDRENSINSTITUTE.NET X 1970 NY TO STRENGTHEN CHILDRENS' SOCIAL AND EMOTIONAL HEALTH. 17 17 62 18 0 0 3227078 3057398 796574 740294 124696 40864 72458 -20791 4220806 3817765 306505 352124 0 0 2738077 2082207 0 0 69068 1281046 1134847 4325628 3569178 -104822 248587 3003368 3380874 881015 1171930 2122353 2208944 X RESEARCH, DEVELOPMENT, EVALUATION AND DISSEMINATION OF PROGRAMS TO STRENGTHEN CHILDRENS' SOCIAL AND EMOTIONAL HEALTH. 0 0 1232321 504851 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. 719155 454899 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. 889017 623303 COMMUNITY PARTNERSHIPS - COORDINATES OR DIRECTS MULTI-AGENCY COLLABORATIVES; PROVIDES TRAINING, TECHNICAL ASSISTANCE AND CONSULTATION FOR THOSE IMPLEMENTING EARLY INTERVENTION AND PREVENTION PROGRAMS. 90393 BUSINESS SERVICES 90393 2840493 1 1 0 1 0 1 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 24 0 1 62 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NY X X X SHARON DEVITA 5852951000 274 NORTH GOODMAN STREET ROCHESTER NY 14607 X DAVID BROADBENT 2.00 X 0 0 0 CAROL R GRAVETTER 4.00 X X 0 0 0 SUSAN PHILLIPS GORIN 2.00 X 0 0 0 RICHARD A SCHWARTZ 2.00 X X 0 0 0 ELEONORE HANSON HERMAN 1.00 X 0 0 0 SUSAN E ACKER 1.00 X 0 0 0 ESTHER AXT KARP 1.00 X 0 0 0 JOY RYEN PLOTNIK 1.00 X 0 0 0 BERT A BUNYAN 1.00 X 0 0 0 DONNA DEPETERS 1.00 X 0 0 0 ADELE GREGORY GORGES 1.00 X 0 0 0 JAMES LEWIS III 1.00 X 0 0 0 LARRY D PERKINS 1.00 X X 0 0 0 MOIRA SZILAGYI 1.00 X 0 0 0 JONATHAN TROST 1.00 X X 0 0 0 PAMELA B KIMMET 1.00 X 0 0 0 KRIPAL K MEHTA 1.00 X 0 0 0 0 0 0 0 0 0 0 SOPHITEC INC 640 KREAG ROAD PITTSFORD NY 14534 INFORMATION TECHNOLOGY SERVICES AND SOFT 174817 1 1658793 1398605 3057398 FEE FOR SERVICE REVENU 611710 740294 740294 740294 35330 35330 317759 312225 5534 5534 5534 640625 661416 -20791 -20791 3817765 725037 0 35330 352124 352124 2082207 1600961 451234 30012 23828 6730 17098 244427 232008 11116 1303 -12624 58215 -72350 1511 159790 159790 155191 138501 11913 4777 28833 26600 1805 428 16545 16545 CONSULTING 289119 227204 36915 25000 COMMUNITY PARTNERS 146081 146081 PRINTING & DUPLICATING 36444 23794 11014 1636 OTHER EXPENSES 24557 9396 11017 4144 22656 18879 3520 257 3569178 2840493 659617 69068 612324 278216 386502 443946 60740 38252 79387 38303 841853 793460 77226 48393 1787189 2196787 156319 0 180658 3003368 3380874 385545 733562 495470 438368 881015 1171930 X 1702329 1290578 330048 380390 89976 537976 2122353 2208944 3003368 3380874 X 248587 -161996 X X 0 1 1 X 1 1 X 4083232 4298108 3584077 3242078 3057398 18264893 4083232 4298108 3584077 3242078 3057398 18264893 18264893 74022 47647 38195 37409 35330 232603 18497496 6200047 0.98740 0.98630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37780 37780 4192814 4230594 361530 90383 0 0 431327 405591 380409 361530 1578857 2368286 34233 34140 42218 37780 148371 107832 101398 95102 90383 394715 592073 13 743838 1 1 1787189 414350 24428 23545 5635 2196787 1650236 175100 408066 439425 6788 1787189 1537397 60000 242802 173251 16712 1650236 1667806 160322 -223030 62974 4727 1537397 0.66100 0.24500 0.09400 0 0 238091 238091 0 603762 555369 48393 48393 RECEIVABLES FROM COMET INFORMATICS, LLC 180658 180658 3817765 3569178 248587 -16436 -145560 -161996 86591 4462745 -16436 661416 644980 3817765 0 3817765 4230594 661416 661416 3569178 0 3569178 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. 1 SCHOOL DISTRICT AWARDS 274 NORTH GOODMAN ST SUITE D103 ROCHESTER NY 14607 N/A 352124 FMV N/A ALLOCATION TO SUPPORT PMHP PROJECT IN NYS SCHOOLS 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. FORM 990, PART XI, LINE 2C THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR. UNIVERSITY OF ROCHESTER 1325 MT HOPE AVENUE TOWNE HOUSE ROCHESTER NY 14620 160743209 PROVISION OF HIGHER EDUCATION NY 501(C)(3) LINE 2 0 COMET INFORMATICS LLC 640 KREAG ROAD PITTSFORD NY 14534 453141733 WEB-BASED INFORMATICS SYSTEM NY SOPHITEC INC RELATED -145560 32460 0 0 0.44000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 UNIVERSITY OF ROCHESTER N 2125336