CENTER FOR GOVERNMENTAL RESEARCH INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CENTER FOR GOVERNMENTAL RESEARCH INC (EIN 16-0754774)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-10
IRS object ID: 201341309349303054
Schema version: 2012v2.1
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 D
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-10T15:21:40-05:00	Timestamp
Tax Period End Date	2012-12-31	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	NE	State
ZIP Code	14604	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	160754774	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CENTER FOR GOVERNMENTAL RESEARCH INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CENT	NameControl
Phone	5853256360	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 SOUTH WASHINGTON STREET NO 400	AddressLine1
City	ROCHESTER	City
State	NY	State
ZIP Code	146141135	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SUSAN BARNES	Name
Title	PRESIDENT	Title
Phone	5853256360	Phone
Date Signed	2013-05-10	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
Date Prepared	2013-05-09	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOSEPH STEFKO	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1 SOUTH WASHINGTON STREET NO 400	AddressLine1
City	ROCHESTER	City
State	NY	State
ZIP Code	146141135	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2682138	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.CGR.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1915	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	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 OR PUBLIC POLICY ACTION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	24	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	23	NbrIndependentVotingMembers
Total Nbr Employees	20	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	56804	ContributionsGrantsPriorYear
Contributions Grants Current Year	47770	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1624412	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1749550	ProgramServiceRevenueCY
Investment Income Prior Year	126321	InvestmentIncomePriorYear
Investment Income Current Year	74560	InvestmentIncomeCurrentYear
Other Revenue Prior Year	34327	OtherRevenuePriorYear
Other Revenue Current Year	33437	OtherRevenueCurrentYear
Total Revenue Prior Year	1841864	TotalRevenuePriorYear
Total Revenue Current Year	1905317	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1317375	SalariesEtcPriorYear
Salaries Etc Current Year	1455233	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	10282	TotalFundrsngExpCurrentYear
Other Expense Prior Year	388075	OtherExpensePriorYear
Other Expenses Current Year	361746	OtherExpensesCurrentYear
Total Expenses Prior Year	1705450	TotalExpensesPriorYear
Total Expenses Current Year	1816979	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	136414	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	88338	RevenuesLessExpensesCY
Total Assets BOY	2047211	TotalAssetsBOY
Total Assets EOY	2324783	TotalAssetsEOY
Total Liabilities BOY	232270	TotalLiabilitiesBOY
Total Liabilities EOY	341161	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1814941	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1983622	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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 OR PUBLIC POLICY ACTION.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	1226969	Expense
Revenue	1749550	Revenue
Description	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.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	74513	Expense
Description	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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	274390	Expense
Description	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.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	1575872	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	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	1	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	0	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	1	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	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	7	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	20	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	24	NbrVotingGoverningBodyMembers
Number Independent Voting Members	23	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	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	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
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	SUSAN BARNES	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	5853256360	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1 SOUTH WASHINGTON STREET	AddressLine1
City	ROCHESTER	City
State	NY	State
ZIP Code	14614	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (27 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
JOSEPH STEFKO
PRESIDENT AND CEO	40.00	X	X	112106	0	23634
DONNA DEDEE
TRUSTEE	0.00	X		0	0	0
PAUL HOLLOWAY
VICE CHAIR	0.00	X	X	0	0	0
VICTOR SALERNO
SECRETARY	0.00	X		0	0	0
RICHARD A KAPLAN
TREASURER	0.00	X	X	0	0	0
JOSEPH KLEIN
TRUSTEE	0.00	X		0	0	0
JENNIFER LEONARD
TRUSTEE	0.00	X		0	0	0
THERESA MAZZULLO
TRUSTEE	0.00	X		0	0	0
SANDRA PARKER
TRUSTEE	0.00	X		0	0	0
PETER ROBINSON
TRUSTEE	0.00	X		0	0	0
GEOFFREY ROSENBERGER
TRUSTEE	0.00	X		0	0	0
R THOMAS FLYNN
TRUSTEE	0.00	X	X	0	0	0
CHARLES VITA
TRUSTEE	0.00	X		0	0	0
PHILLIP CLARK
TRUSTEE	0.00	X		0	0	0
PAUL EISENSTAT
TRUSTEE	0.00	X		0	0	0
MARK GEARAN
TRUSTEE	0.00	X		0	0	0
THOMAS GILLETT
TRUSTEE	0.00	X		0	0	0
JEREMY HAEFNER
TRUSTEE	0.00	X		0	0	0
ANDREW CHILDS
TRUSTEE	0.00	X		0	0	0
WADE NORWOOD
TRUSTEE	0.00	X		0	0	0
LAUREN DIXON
TRUSTEE	0.00	X		0	0	0
WILLIAM STRASSBURG
TRUSTEE	0.00	X		0	0	0
ALBERT SIMONE
TRUSTEE	0.00	X		0	0	0
JULIO VAZQUEZ
TRUSTEE	0.00	X		0	0	0
SUSAN BARNES
CFO & ASSISTANT TREASURER	40.00		X	97339	0	10801
DONALD E PRYOR
DIRECTOR	40.00			121315	0	13202	X
KENT GARDNER
CHIEF ECONOMIST	40.00			121292	0	25218	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	452052	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	72855	TotalOtherCompensation
Number Individuals GT100 K	3	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	47770	AllOtherContributions
Total Contributions	47770	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PUBLIC REIMBURSEMENT	Description
Business Code	541610	BusinessCode
Total Revenue Column	1749550	TotalRevenueColumn
Related Or Exempt Function Income	1749550	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	1749550	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	32990	TotalRevenueColumn
Exclusion	$32,990	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	818391	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	776821	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	41570	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	41570	TotalRevenueColumn
Related Or Exempt Function Income	41570	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Business Code	900099	BusinessCode
Total Revenue Column	33437	TotalRevenueColumn
Related Or Exempt Function Income	33437	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	33437	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1905317	TotalRevenueColumn
Related Or Exempt Function Income	1824557	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$32,990	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	278316	Total
Program Services	168843	ProgramServices
Management And General	107879	ManagementAndGeneral
Fundraising	1594	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	942361	Total
Program Services	878802	ProgramServices
Management And General	57567	ManagementAndGeneral
Fundraising	5992	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	53368	Total
Program Services	49167	ProgramServices
Management And General	3990	ManagementAndGeneral
Fundraising	211	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	99608	Total
Program Services	84735	ProgramServices
Management And General	14478	ManagementAndGeneral
Fundraising	395	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	81580	Total
Program Services	70171	ProgramServices
Management And General	10923	ManagementAndGeneral
Fundraising	486	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	17579	Total
Program Services	15121	ProgramServices
Management And General	2354	ManagementAndGeneral
Fundraising	104	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	21562	Total
Program Services	18548	ProgramServices
Management And General	2887	ManagementAndGeneral
Fundraising	127	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	8219	Total
Program Services	7069	ProgramServices
Management And General	1100	ManagementAndGeneral
Fundraising	50	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	131200	Total
Program Services	112851	ProgramServices
Management And General	17566	ManagementAndGeneral
Fundraising	783	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	37234	Total
Program Services	32027	ProgramServices
Management And General	4985	ManagementAndGeneral
Fundraising	222	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	12990	Total
Program Services	11174	ProgramServices
Management And General	1739	ManagementAndGeneral
Fundraising	77	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	16930	Total
Program Services	14562	ProgramServices
Management And General	2267	ManagementAndGeneral
Fundraising	101	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
CONTRACT STAFF	85824	85824
TELECOMMUNICATIONS	9872	8491	1322	59
UNCOLLECTIBLE ACCOUNTS	7125	7125
MEMBERSHIPS & CONTRIBUT	5077	4367	680	30

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	8134	Total
Program Services	6995	ProgramServices
Management And General	1088	ManagementAndGeneral
Fundraising	51	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1816979	Total
Program Services	1575872	ProgramServices
Management And General	230825	ManagementAndGeneral
Fundraising	10282	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	122853	BOY
EOY	318448	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	321	BOY
EOY	321	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	14881	BOY
EOY	14578	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	353165	BOY
EOY	207681	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	17165	BOY
EOY	17122	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	314870	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	281751	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	50049	BOY
EOY	33119	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1350339	BOY
EOY	1549286	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	138438	BOY
EOY	184228	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2047211	BOY
EOY	2324783	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	44942	BOY
EOY	78313	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	48890	BOY
EOY	78620	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	138438	BOY
EOY	184228	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	232270	BOY
EOY	341161	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1554675	BOY
EOY	1723356	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	260266	BOY
EOY	260266	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1814941	BOY
EOY	1983622	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2047211	BOY
EOY	2324783	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	88338	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	80343	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	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

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	83749	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	92156	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	72385	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	56804	CurrentTaxYearMinus1Year
Current Tax Year	47770	CurrentTaxYear
Total	352864	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1665508	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1683199	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1692615	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1624412	CurrentTaxYearMinus1Year
Current Tax Year	1749550	CurrentTaxYear
Total	8415284	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1749257	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1775355	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1765000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1681216	CurrentTaxYearMinus1Year
Current Tax Year	1797320	CurrentTaxYear
Total	8768148	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	61449	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	57632	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	57125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	38993	CurrentTaxYearMinus1Year
Current Tax Year	34000	CurrentTaxYear
Total	249199	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	61449	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	57632	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	57125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	38993	CurrentTaxYearMinus1Year
Current Tax Year	34000	CurrentTaxYear
Total	249199	Total

Field	Value	IRS element (for citing)
Public Support Total509	8518949	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	52900	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	26734	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19668	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	29096	CurrentTaxYearMinus1Year
Current Tax Year	32990	CurrentTaxYear
Total	161388	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	52900	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	26734	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19668	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	29096	CurrentTaxYearMinus1Year
Current Tax Year	32990	CurrentTaxYear
Total	161388	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	15435	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	7847	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	39919	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	34327	CurrentTaxYearMinus1Year
Current Tax Year	33437	CurrentTaxYear
Total	130965	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1817592	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1809936	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1824587	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1744639	CurrentTaxYearMinus1Year
Current Tax Year	1863747	CurrentTaxYear
Total	9060501	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.94020	PublicSupportPercentage509
Prior Year Support Percentage	0.92960	PriorYearSupportPercentage
Investment Income Percentage	0.01780	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.02130	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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 D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	296895	BeginningOfYearBalance
Investment Earnings Or Losses	37443	InvestmentEarningsOrLosses
Other Expenditures	16025	OtherExpenditures
End Of Year Balance	318313	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	324266	BeginningOfYearBalance
Investment Earnings Or Losses	-11108	InvestmentEarningsOrLosses
Other Expenditures	16263	OtherExpenditures
End Of Year Balance	296895	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	295970	BeginningOfYearBalance
Investment Earnings Or Losses	44258	InvestmentEarningsOrLosses
Other Expenditures	15962	OtherExpenditures
End Of Year Balance	324266	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	238809	BeginningOfYearBalance
Investment Earnings Or Losses	73518	InvestmentEarningsOrLosses
Other Expenditures	16357	OtherExpenditures
End Of Year Balance	295970	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	342056	BeginningOfYearBalance
Investment Earnings Or Losses	-86537	InvestmentEarningsOrLosses
Other Expenditures	16710	OtherExpenditures
End Of Year Balance	238809	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.18240	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.81760	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	19160	InvestmentCostOrOtherBasis
Depreciation	19160	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	295710	InvestmentCostOrOtherBasis
Depreciation	262591	Depreciation
Book Value	33119	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	33119	TotalOfBookValueLandBuildings

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DEFERRED COMPENSATION	Description
Book Value	184228	BookValue

Field	Value	IRS element (for citing)
Total Book Value Other Assets	184228	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED COMPENSATION	Description
Amount	$184,228	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	184228	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	1985660	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	80343	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	80343	RevenueNotRptdF990
Revenue Subtotal	1905317	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1905317	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1816979	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	1816979	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	1816979	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	Identifier
Return Reference	PART V, LINE 4:	ReturnReference
Explanation	THE BEATRICE BIBBY ENDOWMENT FOR STUDIES IN PUBLIC POLICY WAS ESTABLISHED TO MAINTAIN AND INCREASE CGR'S WORK FOR THE PUBLIC INTEREST AND 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. THE CGR GENERAL ENDOWMENT FUND WAS ESTABLISHED TO ACT AS A GENERAL FUND FOR CONTRIBUTORS WHO 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.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
JENNIFER LEONARD
TRUSTEE	163000	THE ORGANIZATION PERFORMED PROJECT WORK FOR THE ROCHESTER AREA COMMUNITY FOUNDATION, OF WHICH THE RELATED PERSON IS THE PRESIDENT.	0
SANDRA PARKER
TRUSTEE	20000	THE ORGANIZATION PERFORMED PROJECT WORK FOR THE ROCHESTER BUSINESS ALLIANCE, OF WHICH THE RELATED PERSON IS THE PRESIDENT.	0
ALBERT SIMONE
TRUSTEE	25000	THE ORGANIZATION PERFORMED PROJECT WORK FOR THE ROCHESTER INSTITUTE OF TECHNOLOGY, OF WHICH THE RELATED PERSON IS THE PRESIDENT EMERITUS.	0
R THOMAS FLYNN
TRUSTEE	30000	THE ORGANIZATION PERFORMED PROJECT WORK FOR MONROE COMMUNITY COLLEGE, OF WHICH THE RELATED PERSON IS THE FORMER PRESIDENT.	0
PETER ROBINSON
TRUSTEE	64000	THE ORGANIZATION PERFORMED PROJECT WORK FOR THE UNIVERSITY OF ROCHESTER , OF WHICH THE RELATED PERSON IS THE VP & COO.	0
WILLIAM STRASSBURG
TRUSTEE	15000	THE ORGANIZATION PERFORMED PROJECT WORK FOR WEGMANS FOOD MARKETS, INC. , OF WHICH THE RELATED PERSON IS THE VP.	0
JEREMY HAEFNER
TRUSTEE	25000	THE ORGANIZATION PERFORMED PROJECT WORK FOR THE ROCHESTER INSTITUTE OF TECHNOLOGY, OF WHICH THE RELATED PERSON IS THE PROVOST AND SVP.	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
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	FORM 990, PART VI, SECTION B. POLICIES, 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 IT'S MOST RECENT INDEPENDENT AUDIT REPORT ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C	THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR.