ROCKFORD EDUCATION FOUNDATION

EIN: 383034696 501(c)(3) Education

ROCKFORD, MI

Total Revenue
$609,894
Total Expenses
$280,475
Total Assets
$1,091,489
Net Assets
$1,089,198
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
MI
Principal Officer
JOHN GREKO
Phone
6168636317
Tax Period
2023-07-01 to 2024-06-30

ROCKFORD EDUCATION FOUNDATION, founded in 1991, is a small nonprofit in the Education sector that reported $610K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $329K, a strong 54% operating margin.

Mission

THE ROCKFORD EDUCATION FOUNDATION (REF) WAS ESTABLISHED IN 1991 TO PROVIDE RESOURCES FOR INCREASED EDUCATIONAL OPPORTUNITIES FOR PEOPLE OF ALL AGES IN THE ROCKFORD COMMUNITY. THE REF IS AN INDEPENDENT, NON-PROFIT CORPORATION, GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES FROM THE COMMUNITY. TEACHERS, STUDENTS, AND COMMUNITY MEMBERS WITH INNOVATIVE IDEAS HAVE RECEIVED GRANTS FOR WIDE-RANGING, EDUCATIONAL PURPOSES. LARGE & MINI GRANTS ARE AWARDED TWICE ANNUALLY BASED ON THE MERIT OF THE REQUEST AND ITS ABILITY TO PROMOTE EDUCATIONAL EXCELLENCE. COMMUNITY IMPACT GRANTS ARE REVIEWED AT TIME OF SUBMISSION AND DETERMINED CASE BY CASE, WHEREAS STUDENT GRANTS CAN BE REVIEWED AND APPROVED DURING THE MONTHLY BOARD MEETINGS. THE REF IS PROUD TO AWARD EDUCATIONAL GRANTS TO THE ROCKFORD COMMUNITY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $637,195
Program Service Revenue $0
Investment Income $27,440
Other Revenue $-54,741
TOTAL REVENUE $609,894

Expense Breakdown

Grants Paid $105,805
Salaries & Benefits $124,823
Fundraising Expenses $102,291
Program Expenses $113,294
Other Expenses $49,847
TOTAL EXPENSES $280,475

Year-over-Year Comparison

2023 2022 Change
Revenue $609,894 $294,328 +1.1%
Expenses $280,475 $314,686 -0.1%
Net Income $329,419 $-20,358 -17.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
18
Independent Members
18
Employees
3
Volunteers
18

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
6
$59,373
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LESLIE POOT CHAIRPERSON 3.00
Officer Director
$0 $0 $0
JOHN GREKO TREASURER 2.00
Officer Director
$0 $0 $0
TIM BREADON VICE CHAIRPE 2.00
Officer Director
$0 $0 $0
KATY SCHEFFLER SECRETARY 2.00
Officer Director
$0 $0 $0
LAURA BARGWELL EXECUTIVE AT 2.00
Officer Director
$0 $0 $0
JESSICA VISSER TRUSTEE 0.50
Director
$0 $0 $0
KRISTY BECKER TRUSTEE 0.50
Director
$0 $0 $0
LORI BOSS TRUSTEE 0.50
Director
$0 $0 $0
JARED GAUSS TRUSTEE 0.50
Director
$0 $0 $0
HEIDI LAPLANTE TRUSTEE 0.50
Director
$0 $0 $0
ANNA LEITCH TRUSTEE 0.50
Director
$0 $0 $0
CATHY MANNOR TRUSTEE 0.50
Director
$0 $0 $0
KELLI ROSE TRUSTEE 0.50
Director
$0 $0 $0
KATY SCHEFFLER TRUSTEE 0.50
Director
$0 $0 $0
MARY KAY SHAVER TRUSTEE 0.50
Director
$0 $0 $0
BOB WELLS TRUSTEE 0.50
Director
$0 $0 $0
ELIZABETH MEYER-KRAFF EXECUTIVE DI 32.00
Officer
$59,373 $0 $59,373
TRISH CASTIGLIONE TRUSTEE 0.50
Director
$0 $0 $0
KRISTIN LONG TRUSTEE 0.50
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 No data No data No data No data
2024 $609,894 $280,475 $1,091,489 $329,419
2023 $294,328 $314,686 $732,974 $-20,358
2022 $260,835 $283,949 $711,009 $-23,114
2021 $243,445 $223,994 $848,439 $19,451
2020 $174,630 $239,049 $737,397 $-64,419
2019 $178,536 $291,998 $773,282 $-113,462
2018 $164,739 $271,020 $864,521 $-106,281
Explore More Nonprofits
Top 100 Nonprofits in Michigan Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare ROCKFORD EDUCATION FOUNDATION with other nonprofits in Michigan and across the country.