2025-10-29T09:25:27-05:00 2024-12-31 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990 2024-01-01 160754774 CENTER FOR GOVERNMENTAL RESEARCH CENT 5853277050 1 SOUTH WASHINGTON STREET 400 ROCHESTER NY 146141135 ERIKA ROSENBERG PRESIDENT & CEO 5853277050 2025-10-16 1 1 CHRISTOPHER JOHNSTON P00896198 5854278900 2025-10-16 2024 2025-03-06 01:10:19Z ERIKA ROSENBERG 1 SOUTH WASHINGTON STREET 400 ROCHESTER NY 146141135 1670165 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. 13 13 14 0 0 0 22570 18765 1426633 1235943 109065 101016 0 2884 1558268 1358608 0 0 0 0 1165940 1155847 0 0 0 305892 386855 1471832 1542702 86436 -184094 3359428 3267601 376188 290532 2983240 2977069 CGR DRIVES POSITIVE COMMUNITY CHANGE THROUGH THE HIGHEST QUALITY RESEARCH, ANALYSIS, DATA INSIGHTS AND COLLABORATION. 0 0 1067523 1238827 RESEARCH: CGR'S PRIMARY ACTIVITY IS PROVIDING CONSULTING SERVICES TO PUBLIC, NONPROFIT AND PHILANTHROPIC CLIENTS, UTILIZING STAFF EXPERTISE THAT ENCOMPASSES PUBLIC FINANCE; GOVERNMENT MANAGEMENT; HEALTH AND HUMAN SERVICES; EVALUATION; STAKEHOLDER ENGAGEMENT; EQUITY ANALYSIS; PUBLIC SAFETY; EDUCATION; AND STRATEGIC PLANNING. PUBLIC SERVICE: THE CGR STAFF PROVIDES COMMUNITY OUTREACH AND PUBLIC SERVICE SUPPORT TO MANY OTHER NON-PROFIT ORGANIZATIONS, BOARDS, COMMITTEES, AND COMMUNITY CONVERSATIONS. WE ALSO PROVIDE SUPPORT TO INDIVIDUALS AND OTHER ORGANIZATIONS SEEKING INFORMATION ON PUBLIC POLICY ISSUES. WE ROUTINELY LINK INQUIRING MEMBERS OF THE COMMUNITY TO RESOURCES AND RESEARCH COMPLETED BY CGR ON TOPICS RANGING FROM GOVERNMENT CONSOLIDATION TO HEALTH AND HUMAN SERVICE DATA. PROJECT DEVELOPMENT: CGR RESPONDS TO REQUESTS FOR PROPOSALS FOR CONSULTING SERVICES ISSUED BY GOVERNMENTS AND NONPROFITS AND ALSO PROACTIVELY MARKETS SERVICES AND PRODUCTS TO POTENTIAL CLIENTS. CGR PROVIDES CUSTOMIZED, UP-TO-DATE, COGENT ANALYSIS AND INFORMATION HELPING CLIENTS ADDRESS CHALLENGES, ASSESS IMPACT AND UNDERSTAND COMMUNITY'S NEEDS. 1067523 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ERIKA ROSENBERG 5853277050 1 SOUTH WASHINGTON STREET 400 ROCHESTER NY 146141135 ERIKA ROSENBERG PRESIDENT & CEO 40.00 X X 154691 0 23250 JOHN MCKENNA VICE CHAIR 0.30 X X 0 0 0 ALEX CASTRO SR TRUSTEE 0.30 X 0 0 0 DR SHEILA STRONG TRUSTEE 0.30 X 0 0 0 JARED LUSK TRUSTEE 0.30 X 0 0 0 BILL CARPENTER TRUSTEE 0.30 X 0 0 0 JOSHUA FARRELMAN TRUSTEE 0.30 X 0 0 0 TODD LIEBERT CHAIR 0.30 X X 0 0 0 DEBORAH STENDARDI TRUSTEE 0.30 X 0 0 0 WARREN HERN TRUSTEE 0.30 X 0 0 0 MARISOL RAMOS-LOPEZ TRUSTEE 0.30 X 0 0 0 THOMAS ROGERS TREASURER 0.30 X X 0 0 0 DR ROBIN COLE JR TRUSTEE 0.30 X 0 0 0 SUSAN GEORGE TRUSTEE 0.30 X 0 0 0 KELLY GLOVER RESIGNED 33124 CFO & ASSISTANT TREASURER 40.00 X 27263 0 3512 181954 0 26762 1 0 1 0 0 18765 18765 PUBLIC REIMBURSEMENT F 541610 1235943 1235943 1235943 100759 100759 311814 311557 257 257 257 MISCELLANEOUS 900099 2884 2884 2884 1358608 1238827 0 101016 208716 141092 67624 737701 498684 239017 38855 26266 12589 102523 69305 33218 68052 46003 22049 79140 53499 25641 10593 10593 101863 99480 2383 27468 18569 8899 11510 7781 3729 13456 9096 4360 88428 59777 28651 14941 10100 4841 146 99 47 433 433 8282 5599 2683 MINOR FURNITURE AND EQU 8028 5427 2601 TELECOMMUNICATIONS 7520 5083 2437 REINVESTMENT EXPENSES 3897 3897 STAFF DEVELOPMENT 3405 2302 1103 7745 5464 2281 1542702 1067523 475179 0 334944 410402 2120 4226 1613 527 202565 128776 23583 23352 339160 323963 23479 15197 1898876 1469882 743530 1137454 128718 77785 3359428 3267601 27625 37612 217081 173366 131482 79554 376188 290532 X 2718974 2712803 264266 264266 2983240 2977069 3359428 3267601 X -184094 187923 -10000 X X 0 1 X 1 0 X 241405 74590 23315 22570 18765 380645 1302348 1485872 1359034 1426633 1238827 6812714 1543753 1560462 1382349 1449203 1257592 7193359 25500 11750 16000 12150 10550 75950 825010 983517 788141 766298 704320 4067286 850510 995267 804141 778448 714870 4143236 3050123 45926 87298 81010 118889 100759 433882 45926 87298 81010 118889 100759 433882 1589679 1647760 1463359 1568092 1358351 7627241 0.39990 0.44390 0.05690 0.04890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 420807 67118 16091 471834 391035 47563 17791 420807 433255 -25037 17183 391035 388591 61493 16829 433255 382277 22631 16317 388591 0.43992 0.56008 1 0 19160 19160 0 320000 304803 15197 15197 VANGUARD SHORT TERM BOND INDEX ADMIRAL 207019 F VANGUARD TOTAL BOND MARK 176906 F EMBASSY AMBASSADOR FD IN 49159 F SCHWAB SHORT-TERM BOND I 39384 F SCHWAB US AGGREGATE BOND 67147 F STONE RIDGE TR V 101455 F AQR MANAGED FUTURES STRA 103014 F AQR STYLE PREMIA ALTERNA 102811 F BLACKROCK SYSTEMATIC MUL 97685 F STONE RIDGE TR II 48304 F ASSETS HELD AT ROCHESTER AREA COMMUNITY FOUNDATION 144570 F 1137454 LEASE LIABILITY 79554 79554 X 1535938 187923 187923 1348015 10593 10593 1358608 1532109 0 1532109 10593 10593 1542702 PART V, LINE 4: BEATRICE BIBBY ENDOWMENT FOR STUDIES IN PUBLIC POLICY - THIS FUND WAS ESTABLISHED WITH A GIFT FROM A DONOR TO MAINTAIN AND INCREASE CGR'S WORK FOR THE PUBLIC INTEREST, AND AT THE SAME TIME TO ENABLE CGR TO PROVIDE THE LEAGUE OF WOMEN VOTERS OF THE ROCHESTER METROPOLITAN AREA WITH INFORMATION RELEVANT TO THE ORGANIZATION'S AREAS OF STUDY AND ACTION, INCLUDING BUT NOT LIMITED TO GOVERNMENT STRUCTURE AND FUNCTION, ENVIRONMENTAL AND NATURAL RESOURCES, HEALTH CARE AND JUDICIAL ISSUES. EARNINGS FROM THIS FUND ARE TO BE USED AT THE DISCRETION OF THE CGR'S BOARD OF TRUSTEES, WHO SHALL TOGETHER WITH THE LEAGUE'S DESIGNATED REPRESENTATIVE; DECIDE FROM TIME TO TIME WHICH AREAS OF MUTUAL INTEREST TO STUDY. CGR GENERAL ENDOWMENT FUND - THIS FUND WAS ESTABLISHED BY THE ORGANIZATION TO ACT AS A GENERAL FUND FOR CONTRIBUTORS TO 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. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH ASC 740-10-50, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT THE ORGANIZATION IS CURRENTLY OPERATING IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS HAS BEEN INCLUDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 ERIKA ROSENBERG PRESIDENT & CEO 154191 0 500 0 0 0 9240 0 14010 0 177941 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 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 PART OF THE ANNUAL BUDGET PROCESS, THE EXECUTIVE AND FINANCE & AUDIT COMMITTEES REVIEW STAFFING EXPENSES, INCLUDING COST OF LIVING AND OTHER SALARY AND BENEFIT ADJUSTMENTS FOR THE STAFF AS A WHOLE. 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, DOCUMENTATION PERTAINING TO ITS MISSION AND CURRENT ACTIVITES. CGR'S GOVERNING DOCUMENTS, CURRENT YEAR BUDGET, AND ITS MOST RECENT INDEPENDENT AUDIT REPORT ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: PRIOR YEAR RESTATEMENT FOR CREDIT LOSS -10,000. FORM 990, PART XII, LINE 2C: THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.