2013-05-10T15:21:40-05:00 2012-12-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NE 14604 990 2012-01-01 160754774 CENTER FOR GOVERNMENTAL RESEARCH INC CENT 5853256360 1 SOUTH WASHINGTON STREET NO 400 ROCHESTER NY 146141135 SUSAN BARNES 5853256360 2013-05-10 1 RAYMOND J JACOBI P00160856 5854231860 2013-05-09 2012 2016-02-24 21:20:13Z JOSEPH STEFKO 1 SOUTH WASHINGTON STREET NO 400 ROCHESTER NY 146141135 2682138 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 OR PUBLIC POLICY ACTION. 24 23 20 0 0 0 56804 47770 1624412 1749550 126321 74560 34327 33437 1841864 1905317 0 0 0 0 1317375 1455233 0 0 10282 388075 361746 1705450 1816979 136414 88338 2047211 2324783 232270 341161 1814941 1983622 X 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. 0 0 1226969 1749550 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. 74513 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. 274390 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. 1575872 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 7 0 1 20 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X SUSAN BARNES 5853256360 1 SOUTH WASHINGTON STREET ROCHESTER NY 14614 JOSEPH STEFKO 40.00 X X 112106 0 23634 DONNA DEDEE 0.00 X 0 0 0 PAUL HOLLOWAY 0.00 X X 0 0 0 VICTOR SALERNO 0.00 X 0 0 0 RICHARD A KAPLAN 0.00 X X 0 0 0 JOSEPH KLEIN 0.00 X 0 0 0 JENNIFER LEONARD 0.00 X 0 0 0 THERESA MAZZULLO 0.00 X 0 0 0 SANDRA PARKER 0.00 X 0 0 0 PETER ROBINSON 0.00 X 0 0 0 GEOFFREY ROSENBERGER 0.00 X 0 0 0 R THOMAS FLYNN 0.00 X X 0 0 0 CHARLES VITA 0.00 X 0 0 0 PHILLIP CLARK 0.00 X 0 0 0 PAUL EISENSTAT 0.00 X 0 0 0 MARK GEARAN 0.00 X 0 0 0 THOMAS GILLETT 0.00 X 0 0 0 JEREMY HAEFNER 0.00 X 0 0 0 ANDREW CHILDS 0.00 X 0 0 0 WADE NORWOOD 0.00 X 0 0 0 LAUREN DIXON 0.00 X 0 0 0 WILLIAM STRASSBURG 0.00 X 0 0 0 ALBERT SIMONE 0.00 X 0 0 0 JULIO VAZQUEZ 0.00 X 0 0 0 SUSAN BARNES 40.00 X 97339 0 10801 DONALD E PRYOR 40.00 X 121315 0 13202 KENT GARDNER 40.00 X 121292 0 25218 452052 0 72855 3 0 0 0 0 47770 47770 PUBLIC REIMBURSEMENT 541610 1749550 1749550 1749550 32990 32990 818391 776821 41570 41570 41570 MISCELLANEOUS 900099 33437 33437 33437 1905317 1824557 0 32990 278316 168843 107879 1594 942361 878802 57567 5992 53368 49167 3990 211 99608 84735 14478 395 81580 70171 10923 486 17579 15121 2354 104 21562 18548 2887 127 8219 7069 1100 50 131200 112851 17566 783 37234 32027 4985 222 12990 11174 1739 77 16930 14562 2267 101 CONTRACT STAFF 85824 85824 TELECOMMUNICATIONS 9872 8491 1322 59 UNCOLLECTIBLE ACCOUNTS 7125 7125 MEMBERSHIPS & CONTRIBUT 5077 4367 680 30 8134 6995 1088 51 1816979 1575872 230825 10282 122853 318448 321 321 14881 14578 353165 207681 17165 17122 314870 281751 50049 33119 1350339 1549286 138438 184228 2047211 2324783 44942 78313 48890 78620 138438 184228 232270 341161 X 1554675 1723356 0 0 260266 260266 1814941 1983622 2047211 2324783 88338 80343 0 X X 0 1 X 1 0 X 83749 92156 72385 56804 47770 352864 1665508 1683199 1692615 1624412 1749550 8415284 1749257 1775355 1765000 1681216 1797320 8768148 61449 57632 57125 38993 34000 249199 0 61449 57632 57125 38993 34000 249199 8518949 52900 26734 19668 29096 32990 161388 52900 26734 19668 29096 32990 161388 15435 7847 39919 34327 33437 130965 1817592 1809936 1824587 1744639 1863747 9060501 0.94020 0.92960 0.01780 0.02130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 296895 37443 16025 318313 324266 -11108 16263 296895 295970 44258 15962 324266 238809 73518 16357 295970 342056 -86537 16710 238809 0.18240 0.81760 1 0 19160 19160 0 295710 262591 33119 33119 DEFERRED COMPENSATION 184228 184228 DEFERRED COMPENSATION 184228 184228 1985660 80343 80343 1905317 0 1905317 1816979 0 1816979 0 1816979 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. 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 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.