2023-10-31T08:18:37-05:00 2022-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2022-01-01 161104636 GREATER ROCHESTER CHAMBER OF COMMERCE FOUNDATION INC GREA 5852441800 150 STATE STREET ROCHESTER NY 14614 CHRISTYNE HUERTA CFO 5852441800 2023-10-30 1 CHRISTYNE HUERTA 999009999 0 JEFFREY PAILLE P01378272 5853811000 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHRISTYNE HUERTA 150 STATE STREET ROCHESTER NY 14614 2142578 0 X WWW.GREATERROCHESTERCHAMBER.COM X 1978 NY GREATER ROCHESTER CHAMBER OF COMMERCE FOUNDATION, INC. PROMOTES, SUPPLEMENTS AND ENRICHES THE EDUCATION AND WELFARE OF STUDENTS IN THE GREATER ROCHESTER, NEW YORK/FINGER LAKES REGION; WORKS TO STRENGTHEN ECONOMIC GROWTH AND EXPANSION THROUGHOUT THE GREATER ROCHESTER, NEW YORK/FINGER LAKES REGION; AND FURTHERS WORKFORCE DEVELOPMENT AND TALENT STRATEGY INITIATIVES THROUGHOUT THE GREATER ROCHESTER, NEW YORK/FINGER LAKES REGION. 46 46 0 0 0 0 518202 2007609 91666 134969 0 0 0 0 609868 2142578 0 0 0 0 496002 493907 0 0 76153 784887 1416780 1280889 1910687 -671021 231891 2807704 2947765 494735 402905 2312969 2544860 X THE COMPANY'S PURPOSE IS TO:A. PROMOTE, SUPPLEMENT, AND ENRICH THE EDUCATION AND WELFARE OF STUDENTS IN THE ROCHESTER, NEW YORK AREA; B. PROMOTE, SUPPLEMENT, AND ENRICH THE STUDY OF SCIENCE AND MATHEMATICS BY HIGH SCHOOL AND JUNIOR HIGH SCHOOL STUDENTS IN THE ROCHESTER, NEW YORK AREA;C. PROVIDE TRAINING AND RELATED ASSISTANCE AND SUPPORTIVE SERVICE TO ADULT WORKERS, EMPLOYED, UNEMPLOYED, AND UNEMPLOYABLE PERSONS, INCLUDING THOSE FROM ECONOMICALLY DISADVANTAGED AREAS OF MONROE COUNTY, IN ORDER TO INCREASE THEIR SELF-SUFFICIENCY, IMPROVE WORK COMPETENCIES, AND MAXIMIZE JOB OPPORTUNITIES; ANDD. SUPPORT THE CHARITABLE ACTIVITIES OF OTHER ORGANIZATIONS AND COMMUNITY INITIATIVES THAT PROMOTE ECONOMIC DEVELOPMENT IN THE GREATER ROCHESTER AREA OF NEW YORK. 0 0 107719 134969 TRAINING: PROMOTE, SUPPLEMENT AND ENRICH WORKFORCE TRAINING OF REGIONAL EMPLOYEES. (170 INDIVIDUALS, 87 COMPANIES SERVED) 1567955 COORDINATION AND CONVENING: ESTABLISH RELATIONSHIPS WITH CHARITABLE, EDUCATIONAL, AND BUSINESS ORGANIZATIONS IN THE GREATER ROCHESTER & FINGER LAKES REGION TO STRATEGICALLY COORDINATE EFFORTS IN FURTHERANCE OF ECONOMIC VITALITY AND OPPORTUNITY FOR THE REGION'S WORKFORCE. THIS INCLUDES PROVIDING ADMINISTRATIVE SUPPORT FOR THE ROC2025 INITIATIVE, A POWERFUL ALLIANCE OF ECONOMIC DEVELOPMENT ORGANIZATIONS DEDICATED TO MAKING GREATER ROCHESTER, NEW YORK ONE OF THE MOST DYNAMIC AND RAPIDLY GROWING REGIONAL ECONOMIES IN THE UNITED STATES. 1675674 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 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 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 46 46 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X CHRISTYNE HUERTA 5852441800 150 STATE STREET ROCHESTER NY 14614 ROBERT S SANDS CHAIRMAN 1.00 1.00 X X 0 0 0 ERIC JOHNSON VICE CHAIR 1.00 1.00 X X 0 0 0 LAUREN DIXON 2ND VICE CHAIR 1.00 1.00 X X 0 0 0 DAVID BEINETTI BOARD MEMBER 1.00 1.00 X 0 0 0 RICHARD DAVIS BOARD MEMBER 1.00 1.00 X 0 0 0 MARTIN BIRMINGHAM BOARD MEMBER 1.00 1.00 X 0 0 0 JULIE CAMARDO BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL DIEFENDORF BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIAM GOODRICH BOARD MEMBER 1.00 1.00 X 0 0 0 DINAH GUELDENPFENNIG BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES HAMMER BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL BURNS BOARD MEMBER 1.00 1.00 X 0 0 0 DEANNA BURT-NANNA BOARD MEMBER 1.00 1.00 X 0 0 0 LAUREN KELLY BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELE LIDDLE BOARD MEMBER 1.00 1.00 X 0 0 0 STEFANI LIDESTRI BOARD MEMBER 1.00 1.00 X 0 0 0 HEIDI MACPHERSON BOARD MEMBER 1.00 1.00 X 0 0 0 FAHEEM MASOOD BOARD MEMBER 1.00 1.00 X 0 0 0 BRADLEY MCAREAVY BOARD MEMBER 1.00 1.00 X 0 0 0 DANA MEHNERT BOARD MEMBER 1.00 1.00 X 0 0 0 JETT MEHTA BOARD MEMBER 1.00 1.00 X 0 0 0 MARTIN MUCCI BOARD MEMBER 1.00 1.00 X X 0 0 0 MICHAEL NUCCITELLI BOARD MEMBER 1.00 1.00 X 0 0 0 JOHNATHAN PERROTTI BOARD MEMBER 1.00 1.00 X 0 0 0 DEANA PORTERFIELD BOARD MEMBER 1.00 1.00 X 0 0 0 TYRONE REAVES BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES REED BOARD MEMBER 1.00 1.00 X 0 0 0 GERALD ROONEY BOARD MEMBER 1.00 1.00 X 0 0 0 DONNA SHULTZ BOARD MEMBER 1.00 1.00 X 0 0 0 MATTHEW TIPPLE BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL WEGMAN BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES YOCKEL BOARD MEMBER 1.00 1.00 X 0 0 0 JOHNATHAN PITTON BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREW GALLINA BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN HOLLIDAY BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS JUDSON BOARD MEMBER 1.00 1.00 X 0 0 0 STEVEN LEVAN BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID MUNSON BOARD MEMBER 1.00 1.00 X 0 0 0 ELIZABETH PAUL BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN SUMMERS BOARD MEMBER 1.00 1.00 X 0 0 0 TERRANCE TABER BOARD MEMBER 1.00 1.00 X 0 0 0 BRIAN FLANAGAN SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 MARK TAUBMAN BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS WILMOT BOARD MEMBER 1.00 1.00 X 0 0 0 JAY GREEN BOARD MEMBER 1.00 1.00 X 0 0 0 BRIAN FLANAGAN BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT DUFFY PRESIDENT & CEO 1.00 60.00 X 0 390192 41373 CHRISTYNE HUERTA CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 117268 22682 ROBERT LEMEN CHIEF FINANCIAL OFFICER (THROUGH 2/22) 1.00 36.50 X 0 15368 0 JOSEPH STEFKO CEO OF ROC2025, INC. (OUTS 10.00 30.00 X 0 253216 32841 BARBARA EGENHOFER CHIEF OF TALENT STRATEGY 40.00 1.00 X 0 183970 18303 0 960014 115199 0 0 1 0 0 2007609 2007609 TRAINING PROGRAMS 900099 134969 134969 134969 2142578 134969 0 0 X 422457 394681 13888 13888 11417 10661 378 378 32449 30427 1011 1011 27584 26148 718 718 1168931 1046196 62577 60158 23757 23757 128439 128439 26628 26628 OTHER 49994 20091 29903 SMALL BUSINESS COUNCIL 19031 19031 1910687 1675674 158860 76153 1455731 1535941 1265589 1343212 4949 19749 13744 3550 397372 352059 67691 45313 2807704 2947765 17305 99408 22569 40050 454861 263447 494735 402905 X 183281 130243 2129688 2414617 2312969 2544860 2807704 2947765 231891 0 X X 0 1 X 1 0 X 355000 3204895 912494 518202 2007609 6998200 355000 3204895 912494 518202 2007609 6998200 4289250 2708950 6998200 490349 0.38710 0.31860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 397372 352059 45313 45313 DUE TO AFFILIATES 263447 263447 2142578 0 2142578 0 2142578 1910687 0 1910687 0 1910687 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ROBERT DUFFY PRESIDENT & CEO 0 298923 0 80300 0 10969 0 20500 0 20873 0 431565 0 0 JOSEPH STEFKO CEO OF ROC2025, INC. (OUTS 0 222346 0 30000 0 870 0 10000 0 22841 0 286057 0 0 BARBARA EGENHOFER CHIEF OF TALENT STRATEGY 0 152596 0 30000 0 1374 0 0 0 18303 0 202273 0 0 PART I, LINE 1A MR. DUFFY'S COMPENSATION IS DETERMINED AND APPROVED BY THE HR AND COMPENSATION COMMITTEE OF THE GREATER ROCHESTER CHAMBER OF COMMERCE, WHICH IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 GREATER ROCHESTER CHAMBER OF COMMERCE FOUNDATION FILED RESTATED CERTIFICATE OF INCORPORATION TO CHANGE ITS NAME (PREVIOUSLY THE ROCHESTER INDUSTRIES EDUCATION FUND) WITH HOPES TO BETTER ALIGN WITH ITS AFFILIATE, THE GREATER ROCHESTER CHAMBER OF COMMERCE. THE NAME CHANGE REPRESENTS CORRELATION AND CLARITY BETWEEN THE TWO ENTITIES IN ITS MISSION TO SUPPORT BOTH BUSINESSES AND THE GREATER ROCHESTER WORKFORCE WITH A FOCUS ON TALENT RETENTION. THIS CHANGE WILL OFFER OUR BOARD AND OUR MEMBERS MORE FLEXIBILITY TO INVEST IN PROGRAMS AND SUPPORT EDUCATION, WORKFORCE DEVELOPMENT AND OTHER COMMUNITY CAUSES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 WAS PROVIDED ELECTRONICALLY TO THE FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS AND OFFICERS SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE CORPORATION AND WHETHER THE PROCESS FOR APPROVAL WAS USED. A DIRECTOR SHALL DISCLOSE PRIOR TO VOTING ON OR OTHERWISE DISCHARGING HIS/HER DUTIES WITH RESPECT TO ANY MATTER INVOLVING THE CONFLICT WHICH COMES BEFORE THE BOARD. THE BOARD SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE CORPORATION AND THE ARRANGEMENTS ARE CONSISTENT WITH THE BEST INTERESTS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15 THE RELATED ORGANIZATION'S EXECUTIVE COMMITTEE (GREATER ROCHESTER CHAMBER OF COMMERCE) REVIEWS THE CEO'S COMPENSATION PACKAGE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES SUPPORTING THE ROC2025 INITIATIVE: PROGRAM SERVICE EXPENSES 1,046,196. MANAGEMENT AND GENERAL EXPENSES 62,577. FUNDRAISING EXPENSES 60,158. TOTAL EXPENSES 1,168,931. FORM 990, PART XII, LINE 2C: NO CHANGE FROM LAST YEAR. GREATER ROCHESTER CHAMBER OF COMMERCE INC 150 STATE STREET ROCHESTER NY 14614 510439860 AID IN DEVELOPMENT AND MAINTENANCE OF EMPLOYER-EMPLOYEE RELATIONS NY 501(C)(6) N/A 0 ROCHESTER INDUSTRIES PLACEMENT INC 150 STATE STREET ROCHESTER NY 14614 161209415 EMPLOYMENT SERVICES NY GREATER ROCHESTER CHAMBER OF COMMERCE INC C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0