Nonprofit · EIN 27-0132133
ROCHESTER EDUCATION FOUNDATION INC
Tax-exempt · ROCHESTER, NY 14608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,040,147 | $1,046,985 | -$6,838 | $779,419 | $157,614 | $621,805 |
| June 30, 2024 | 990 | $865,440 | $796,011 | $69,429 | $844,419 | $215,776 | $628,643 |
| June 30, 2023 | 990 | $202,563 | $289,352 | -$86,789 | $564,331 | $5,117 | $559,214 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,025,302
- of which government grants
- $1,007,664
- Program service revenue
- $0
- Investment income
- $14,845
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $11,000
- Other salaries and wages
- $272,272
- Salaries, compensation and benefits (total)
- $272,272
- Professional fundraising fees
- $0
- Accounting fees
- $9,155
- Occupancy
- $25,596
- Program services (functional)
- $907,324
- Management and general (functional)
- $104,987
- Fundraising (functional)
- $34,674
Balance sheet and other
- Total assets, start of year
- $844,419
- Total assets, end of year
- $779,419
- Total liabilities, end of year
- $157,614
- Net assets, end of year
- $621,805
- Publicly traded securities
- $94,304
- Net assets without donor restrictions
- $621,805
- Gross receipts
- $1,040,147
- Employees
- 6
- Volunteers
- 60
- Year formed
- 2005
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY STEIN | EXECUTIVE DI Officer | 40 | $71,762 |
| DR EBONY CALDWELL | DIRECTOR Trustee or director | 2 | $0 |
| JULIE COOK | BOARD CHAIR Trustee or director, Officer | 2 | $0 |
| BOB HARTMAN | DIRECTOR Trustee or director | 2 | $0 |
| DR SARA KELLY | DIRECTOR Trustee or director | 2 | $0 |
| SHEILA MONACHINO | TREASURER Trustee or director, Officer | 2 | $0 |
| DR IAN MORTIMER | DIRECTOR Trustee or director | 2 | $0 |
| RICH PULVINO | DIRECTOR Trustee or director | 2 | $0 |
| KAMMARIA SIMMONS | DIRECTOR Trustee or director | 2 | $0 |
| ERIC STEINER | DIRECTOR Trustee or director | 2 | $0 |
| STACEY TRIEN | DIRECTOR Trustee or director | 2 | $0 |
| DR TYANA VELAZQUEZ-SMITH | DIRECTOR Trustee or director | 2 | $0 |
| MARY BETH WALKER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY STEIN | EXECUTIVE DI Officer | 40 | $66,300 |
| DR EBONY CALDWELL | DIRECTOR Trustee or director | 1.2 | $0 |
| JULIE COOK | BOARD CHAIR Trustee or director, Officer | 1.2 | $0 |
| BOB HARTMAN | DIRECTOR Trustee or director | 1.2 | $0 |
| DR SARA KELLY | DIRECTOR Trustee or director | 1.2 | $0 |
| SHEILA MONACHINO | TREASURER Trustee or director, Officer | 1.2 | $0 |
| DR IAN MORTIMER | DIRECTOR Trustee or director | 1.2 | $0 |
| RICH PULVINO | DIRECTOR Trustee or director | 1.2 | $0 |
| KAMMARIA SIMMONS | DIRECTOR Trustee or director | 1.2 | $0 |
| ERIC STEINER | DIRECTOR Trustee or director | 1.2 | $0 |
| STACEY TRIEN | DIRECTOR Trustee or director | 1.2 | $0 |
| DR TYANA VELAZQUEZ-SMITH | DIRECTOR Trustee or director | 1.2 | $0 |
| MARY BETH WALKER | DIRECTOR Trustee or director | 1.2 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy Stein | Executive Director Officer | 40 | $32,500 |
| Sheila Monachino | Treasurer Trustee or director, Officer | 1.2 | $0 |
| Julie Cook | Chair Trustee or director, Officer | 5.8 | $0 |
| Marty Jacobson | Vice Chair Trustee or director, Officer | 1.2 | $0 |
| Sara Kelly | Director Trustee or director | 1.2 | $0 |
| Diane Caselli | Director Trustee or director | 1.2 | $0 |
| Christine Casalinuovo-Adams | Director Trustee or director | 1.2 | $0 |
| Mark Wagner | Secretary Trustee or director, Officer | 1.2 | $0 |
| Ebony Caldwell | Director Trustee or director | 1.2 | $0 |
| Rich Pulvino | Director Trustee or director | 1.2 | $0 |
| Kamaria Simmons | Director Trustee or director | 1.2 | $0 |
| Ian Mortimer | Director Trustee or director | 1.2 | $0 |
| Eric Steiner | Director Trustee or director | 1.2 | $0 |
Address and contacts
- Address (IRS master file)
- 225 W BROAD ST SUITE B, ROCHESTER, NY 14608-1962
- In care of
- % PAT BRAUS
- Principal officer (990 for 2024)
- AMY STEIN, 250 MILL STREET, ROCHESTER, NY 14614
- Signed the 990
- SHEILA MONACHINO, TREASURER
- Phone
- (585) 271-5790
- Website
- WWW.ROCHESTEREDUCATION.ORG
- Return prepared by
- NACCA & CAPIZZI LLP
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 accomplishments
- 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.Expenses $543,983
- 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.Expenses $25,054
- 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.Expenses $338,287 · grants $11,000
- SMILE PROGRAM: THIS IS A TWO-FOLD PROGRAM - SUPPORTING "JUST PLAIN FUN" BY PROVIDING FUNDS FOR PARENT/TEACHER ORGANIZATIONS AT K-6 SCHOOLS TO HELP BUILD COMMUNITY AND SMILES WITHIN THE SCHOOLS AND "LEARNING IS FUN" BY PROVIDING CREATIVE STUDENT EXPERIENCES THAT COMPLEMENT THE K-6 SCIENCE CURRICULUM AND MAKE LEARNING FUN. AT ITS CORE, THE PROGRAM IS INTENDED TO HELP ROCHESTER'S ELEMENTARY SCHOOL STUDENTS ENJOY THEIR DAY IN SCHOOL, HAVE FUN WHILE LEARNING, AND GIVE THEM PLENTY OF REASONS TO SMILE. LITERACY: GIVE BACK, GIVE BOOKS: WE SUPPORT LITERACY BY PROVIDING BOOKS FOR CLASSROOMS, SCHOOL LIBRARIES AND FOR STUDENTS TO KEEP FOR THEIR HOME LIBRARIES. WE HAVE GIVEN OUT MORE THAN 75,000 NEW AND GENTLY USED BOOKS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0132133
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $779,419
- Income (IRS master file)
- $1,040,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,040,147 | $1,046,985 | $779,419 | XML |
| 990 | June 2024 | $865,440 | $796,011 | $844,419 | IRS |
| 990 | June 2023 | $202,563 | $289,352 | $564,331 | XML |
| 990 | December 2022 | $566,644 | $493,720 | $647,078 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0132133).
Questions about ROCHESTER EDUCATION FOUNDATION INC
- What is the EIN of ROCHESTER EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of ROCHESTER EDUCATION FOUNDATION INC is 27-0132133.
- Is ROCHESTER EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to ROCHESTER EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROCHESTER EDUCATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROCHESTER EDUCATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCHESTER EDUCATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROCHESTER EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names AMY STEIN.
- Who are the officers and directors of ROCHESTER EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $71,762 (AMY STEIN, EXECUTIVE DI).
- How much revenue does ROCHESTER EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,040,147, expenses of $1,046,985 and total assets of $779,419 at year end.
Other nonprofits in ROCHESTER
- UNIVERSITY OF ROCHESTER EIN 16-0743209 · last filed 990 for 2025
- ROCHESTER INSTITUTE OF TECHNOLOGY EIN 16-0743140 · last filed 990 for 2025
- ST JOHN FISHER UNIVERSITY EIN 16-0746864 · last filed 990 for 2025
- NAZARETH UNIVERSITY EIN 16-0743088 · last filed 990 for 2025
- ROBERTS WESLEYAN UNIVERSITY EIN 16-0743126 · last filed 990 for 2025
- ROCHESTER PUBLIC LIBRARY EIN 22-3160973 · last filed 990 for 2025
- ROCHESTER SCHOOL OF THE HOLY CHILDHOOD INC EIN 16-0761224 · last filed 990 for 2025
- EUGENIO MARIA DE HOSTOS CHARTER SCHOOL EIN 16-1588384 · last filed 990 for 2025