ROCHESTER EDUCATION FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

AMY STEIN

Phone

5852715790

Tax Period

2024-07-01 to 2025-06-30

ROCHESTER EDUCATION FOUNDATION INC, founded in 2005, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

THE ROCHESTER EDUCATION FOUNDATION IS AN INDEPENDENT ORGANIZATION WHOSE MISSION IS TO PROVIDE PROGRAMS AND RESOURCES TO IMPROVE LEARNING AND SUCCESS FOR ALL ROCHESTER CITY SCHOOL STUDENTS THROUGH PARTNERSHIPS WITH EDUCATORS, BUSINESSES AND THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $543,983

PARTNER PROGRAMS: REF WORKS WITH PARTNERS THROUGHOUT THE COMMUNITY TO PROVIDE CITY STUDENTS OPPORTUNITIES TO LEARN, GROW, AND THRIVE IN SCHOOL AND BEYOND. THROUGH THESE PARTNERSHIPS, REF PROVIDES...

PARTNER PROGRAMS: REF WORKS WITH PARTNERS THROUGHOUT THE COMMUNITY TO PROVIDE CITY STUDENTS OPPORTUNITIES TO LEARN, GROW, AND THRIVE IN SCHOOL AND BEYOND. THROUGH THESE PARTNERSHIPS, REF PROVIDES BACKBONE ADMINISTRATIVE SUPPORT WHILE ALLOWING PARTNERS TO FOCUS ON THE STUDENTS. THESE PROGRAMS ARE PRIMARILY SUPPORTED THROUGH CONTRIBUTIONS.

Program 2

Expenses: $25,054

MUSIC AND ARTS FOR ALL: WITH THE HELP OF INDIVIDUALS THROUGHOUT THE COMMUNITY, REF HAS DONATED MORE THAN 3,650 MUSICAL INSTRUMENTS TO CLASSROOMS AND TO THE ROC MUSIC PROGRAM. WE PROVIDE SCHOLARSHIPS FOR MUSIC LESSONS AND ARTS CAMPS. WE SUPPORT THE PRIDE OF ROCHESTER MARCHING BAND AND ROC CITY PLAYERS, AS WELL AS MUSICAL CONCERTS AND PERFORMANCES. THIS PROGRAM IS PRIMARILY SUPPORTED THROUGH CONTRIBUTIONS.

Program 3

Expenses: $338,287

COLLEGE ACCESS: REF IS THE CONVENER OF THE ROCHESTER COLLEGE ACCESS NETWORK (RCAN) WHICH INCLUDES RCSD AND CHARTER SCHOOL COUNSELORS AND ADMINISTRATORS, PROFESSIONALS FROM LOCAL COLLEGE AND...

COLLEGE ACCESS: REF IS THE CONVENER OF THE ROCHESTER COLLEGE ACCESS NETWORK (RCAN) WHICH INCLUDES RCSD AND CHARTER SCHOOL COUNSELORS AND ADMINISTRATORS, PROFESSIONALS FROM LOCAL COLLEGE AND UNIVERSITY OFFICES OF ADMISSIONS AND FINANCIAL AID, AND COMMUNITY BASED ORGANIZATIONS. THROUGH OUR AWARD WINNING FAFSA FEST PROGRAM, WE HAVE HELPED THOUSANDS OF STUDENTS FILL OUT THEIR STATE AND FEDERAL FINANCIAL AID APPLICATIONS. WE ALSO PROVIDE HELP WITH THE COLLEGE APPLICATION PROCESS,SEARCHING FOR SCHOLARSHIPS, UNDERSTANDING FINANCIAL AID, AND OFFER WORKSHOPS ABOUT WHAT TO EXPECT IN COLLEGE. THIS PROGRAM IS PRIMARILY SUPPORTED THROUGH CONTRIBUTIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,025,302

Program Service Revenue $0

Investment Income $14,845

Other Revenue $0

TOTAL REVENUE $1,040,147

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $272,272

Fundraising Expenses $34,674

Program Expenses $907,324

Other Expenses $763,713

TOTAL EXPENSES $1,046,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,040,147	$865,440	+0.2%
Expenses	$1,046,985	$796,011	+0.3%
Net Income	$-6,838	$69,429	-1.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$71,762

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY STEIN	EXECUTIVE DI	40.00	Officer	$71,762	$0	$71,762
DR EBONY CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
JULIE COOK	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
BOB HARTMAN	DIRECTOR	2.00	Director	$0	$0	$0
DR SARA KELLY	DIRECTOR	2.00	Director	$0	$0	$0
SHEILA MONACHINO	TREASURER	2.00	Officer Director	$0	$0	$0
DR IAN MORTIMER	DIRECTOR	2.00	Director	$0	$0	$0
RICH PULVINO	DIRECTOR	2.00	Director	$0	$0	$0
KAMMARIA SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
ERIC STEINER	DIRECTOR	2.00	Director	$0	$0	$0
STACEY TRIEN	DIRECTOR	2.00	Director	$0	$0	$0
DR TYANA VELAZQUEZ-SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MARY BETH WALKER	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,040,147	$1,046,985	$779,419	$-6,838
2024	$865,440	$796,011	$844,419	$69,429
2023	$202,563	$289,352	$564,331	$-86,789
2022	$566,644	$493,720	$647,078	$72,924
2021	$625,646	$441,855	$626,047	$183,791
2020	$444,536	$353,425	$434,334	$91,111
2019	$397,212	$366,793	$339,162	$30,419
2018	$379,340	$343,484	$300,632	$35,856