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Nonprofit · EIN 38-3034696

ROCKFORD EDUCATION FOUNDATION

Tax-exempt · ROCKFORD, MI 49341

Financials

$610K$280K2023$339K$251K2024
Revenue Expenses · by fiscal year end
Financials of ROCKFORD EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$338,555$251,152$87,403$1,218,391$522$1,217,869
June 30, 2024990$609,894$280,475$329,419$1,091,489$2,291$1,089,198
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$378,233
Program service revenue
$0
Investment income
$39,101
Net income from fundraising events
-$78,779
Other revenue
-$78,779

Expenses

Grants and similar amounts paid
$66,136
Compensation of officers, directors and key employees
$70,000
Other salaries and wages
$66,571
Salaries, compensation and benefits (total)
$147,036
Professional fundraising fees
$500
Accounting fees
$1,925
Program services (functional)
$74,958
Management and general (functional)
$68,417
Fundraising (functional)
$107,777

Balance sheet and other

Total assets, start of year
$1,091,489
Total assets, end of year
$1,218,391
Total liabilities, end of year
$522
Net assets, end of year
$1,217,869
Publicly traded securities
$1,014,430
Net assets without donor restrictions
$1,216,011
Net assets with donor restrictions
$1,858
Gross receipts
$427,114
Employees
3
Volunteers
18
Year formed
1991
State of legal domicile
MI

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.

NameTitleHours / weekCompensation
ELIZABETH MEYER-KRAFFEXECUTIVE DI
Officer
32$69,435
TIM BREADONCHAIRPERSON
Trustee or director, Officer
3$0
JOHN GREKOTREASURER
Trustee or director, Officer
2$0
BOB WELLSVICE CHAIRPE
Trustee or director, Officer
2$0
KATY SCHEFFLERSECRETARY
Trustee or director, Officer
2$0
ERIN SHUPEEXECUTIVE AT
Trustee or director, Officer
2$0
MATT HOFFMANTRUSTEE
Trustee or director
0.5$0
JESSICA VISSERTRUSTEE
Trustee or director
0.5$0
JARED GAUSSTRUSTEE
Trustee or director
0.5$0
LORI BOSSTRUSTEE
Trustee or director
0.5$0
ANNA LEITCHTRUSTEE
Trustee or director
0.5$0
CATHY MANNORTRUSTEE
Trustee or director
0.5$0
ELIZABETH ROSETRUSTEE
Trustee or director
0.5$0
MARGARET BECKERTRUSTEE
Trustee or director
0.5$0
TRISH CASTIGLIONETRUSTEE
Trustee or director
0.5$0
3 more people on this return
NameTitleHours / weekCompensation
KELLI ROSETRUSTEE
Trustee or director
0.5$0
KRISTIN LONGTRUSTEE
Trustee or director
0.5$0
HEIDI LAPLANTETRUSTEE
Trustee or director
0.5$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensation
ELIZABETH MEYER-KRAFFEXECUTIVE DI
Officer
32$59,373
LESLIE POOTCHAIRPERSON
Trustee or director, Officer
3$0
JOHN GREKOTREASURER
Trustee or director, Officer
2$0
TIM BREADONVICE CHAIRPE
Trustee or director, Officer
2$0
KATY SCHEFFLERSECRETARY
Trustee or director, Officer
2$0
LAURA BARGWELLEXECUTIVE AT
Trustee or director, Officer
2$0
JESSICA VISSERTRUSTEE
Trustee or director
0.5$0
KRISTY BECKERTRUSTEE
Trustee or director
0.5$0
LORI BOSSTRUSTEE
Trustee or director
0.5$0
JARED GAUSSTRUSTEE
Trustee or director
0.5$0
HEIDI LAPLANTETRUSTEE
Trustee or director
0.5$0
ANNA LEITCHTRUSTEE
Trustee or director
0.5$0
CATHY MANNORTRUSTEE
Trustee or director
0.5$0
KELLI ROSETRUSTEE
Trustee or director
0.5$0
KATY SCHEFFLERTRUSTEE
Trustee or director
0.5$0
MARY KAY SHAVERTRUSTEE
Trustee or director
0.5$0
BOB WELLSTRUSTEE
Trustee or director
0.5$0
TRISH CASTIGLIONETRUSTEE
Trustee or director
0.5$0
KRISTIN LONGTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 777, ROCKFORD, MI 49341-0777
In care of
% DOUGLAS DERKS
Principal officer (990 for 2024)
JOHN GREKO, PO BOX 777, ROCKFORD, MI 49341
Signed the 990
JOHN GREKO, TREASURER
Phone
(616) 863-6317
Return prepared by
ANDREWS HOOPER PAVLIK PLC

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.

990 for the year ended June 30, 2025

Program accomplishments

  • THE PRIMARY PROGRAM SERVICE OF THE ROCKFORD EDUCATION FOUNDATION (REF) IS TO AWARD GRANTS TO EDUCATORS, STUDENTS, AND COMMUNITY MEMBERS WITH THE MISSION TO ENHANCE EDUCATIONAL OPPORTUNITIES. THE ORGANIZATION SUPPORTS LEARNERS OF ALL AGES FROM EARLY CHILDHOOD (PRE-SCHOOL) THROUGH AFTER RETIREMENT WITH THE AWARDING OF GRANTS FOR PROGRAMMING TARGETING THE AGING ADULT COMMUNITY. THE REF AWARDS GRANTS TO THE ROCKFORD PUBLIC SCHOOLS, PAROCHIAL SCHOOLS, AND OTHER NON-PROFIT ORGANIZATIONS THAT PROVIDE EDUCATIONAL OPPORTUNITIES IN ROCKFORD.
    Expenses $74,958 · grants $66,136

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
38-3034696
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
1992
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B20Z)
Assets (IRS master file)
$1,218,391
Income (IRS master file)
$427,114

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$338,555$251,152$1,218,391IRS
990June 2024$609,894$280,475$1,091,489XML
990June 2023$294,328$314,686$732,974IRS
990June 2022$260,835$283,949$711,009IRS
990June 2021–––IRS
990June 2019–––IRS
990June 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 38-3034696).

Questions about ROCKFORD EDUCATION FOUNDATION

What is the EIN of ROCKFORD EDUCATION FOUNDATION?
The employer identification number (EIN) of ROCKFORD EDUCATION FOUNDATION is 38-3034696.
Is ROCKFORD EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to ROCKFORD EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROCKFORD EDUCATION FOUNDATION 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 ROCKFORD EDUCATION FOUNDATION 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 ROCKFORD EDUCATION FOUNDATION 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 ROCKFORD EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 names JOHN GREKO.
Who are the officers and directors of ROCKFORD EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 lists 18 people; 1 received compensation from the organization, the highest $69,435 (ELIZABETH MEYER-KRAFF, EXECUTIVE DI).
How much revenue does ROCKFORD EDUCATION FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $338,555, expenses of $251,152 and total assets of $1,218,391 at year end.

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