2021-10-01T10:32:45-05:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 510439860 GREATER ROCHESTER CHAMBER OF COMMERCE INC GREA 5852441800 150 STATE STREET ROCHESTER NY 14614 ROBERT LEMEN CFO 5852441800 2021-09-29 1 ROBERT LEMEN 999009999 JEFFREY PAILLE P01378272 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT LEMEN 150 STATE STREET ROCHESTER NY 14614 5127502 0 X WWW.GREATERROCHESTERCHAMBER.COM X 2003 NY GREATER ROCHESTER CHAMBER OF COMMERCE, INC. (GRCC) IS A NEW YORK NOT-FOR-PROFIT MEMBERSHIP CORPORATION ORGANIZED TO PASSIONATELY SERVE, PROMOTE, AND ADVOCATE FOR ITS MEMBERS IN ORDER TO SECURE THE ECONOMIC PROSPERITY FOR THE FINGER LAKES REGION. 53 52 48 52 0 0 1962442 1833952 1235676 811032 161561 223219 0 0 3359679 2868203 0 0 0 0 1857005 1640500 0 0 0 1621284 998228 3478289 2638728 -118610 229475 7786793 7566404 4091148 3234152 3695645 4332252 X GRCC PASSIONATELY SERVES, PROMOTES, AND ADVOCATES FOR ITS OVER 1,200 MEMBERS IN ORDER TO BRING ECONOMIC PROSPERITY TO THE NINE-COUNTY FINGER LAKES REGION OF NEW YORK STATE. WITH A FOCUS ON BUSINESS GROWTH AND JOB CREATION, GRCC OFFERS SERVICES INCLUDING REGULATORY ADVOCACY, NETWORKING OPPORTUNITIES AND EVENTS, MAKING DIRECT BUSINESS-TO-BUSINESS CONNECTIONS, PROFESSIONAL DEVELOPMENT TRAINING AND EVENTS, HUMAN RESOURCE SERVICES, AND START-UP AND SMALL BUSINESS RESOURCES. GREATER ROCHESTER CHAMBER OF COMMERCE ALSO WORKS CLOSELY WITH THE UNITED WAY OF GREATER ROCHESTER ON ITS ROCHESTER-MONROE ANTI-POVERTY INITIATIVE TO ENCOURAGE WORKFORCE DEVELOPMENT AND CONNECT WORKERS WITH JOBS. GRCC IS A ONE-STOP CONNECTION FOR MEMBERS TO CRITICAL BUSINESS SERVICES AND ACCESS TO THE EXPERTISE AND PEOPLE THAT COMPANIES NEED TO SUCCEED. GRCC STANDS WITH AND FOR ITS MEMBERS IN BRINGING GROWTH, PROSPERITY, AND JOBS TO UPSTATE NEW YORK AND THE FINGER LAKES REGION. 0 0 GRCC ASSISTS ITS MEMBERS BY PROVIDING TRAINING IN BUSINESS METHODS AND NETWORKING EVENTS. APPROXIMATELY 1,200 MEMBERS SERVED IN 2020. 0 0 0 1 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 1 29 0 1 48 1 0 0 0 0 0 0 0 0 X 53 52 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ROBERT LEMEN 5852441800 150 STATE STREET ROCHESTER NY 14614 ROBERT S SANDS CHAIRMAN 1.00 1.00 X X 0 0 0 JOHN M PITTON VICE CHAIR 1.00 1.00 X X 0 0 0 BRIAN G FLANAGAN SECRETARY/ TREASURER 1.00 1.00 X X 0 0 0 DAVID BEINETTI BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC BIEBER 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 DAN DIEFENDORF BOARD MEMBER 1.00 1.00 X 0 0 0 LAUREN DIXON 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 BRIAN HICKEY BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC JOHNSON 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 0 0 0 AARON NEWMAN BOARD MEMBER 1.00 1.00 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 DONNA DEDEE 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 MATTHEW HURLBUTT 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 GENE MANCUSO BOARD MEMBER 1.00 1.00 X 0 0 0 GREG MILLER BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID MUNSON BOARD MEMBER 1.00 1.00 X 0 0 0 TODD OLDHAM BOARD MEMBER 1.00 1.00 X 0 0 0 ELIZABETH PAUL BOARD MEMBER 1.00 1.00 X 0 0 0 STEPHANIE SEIFFERT BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN DUTCH SUMMERS BOARD MEMBER 1.00 1.00 X 0 0 0 TERRANCE TABER BOARD MEMBER 1.00 1.00 X 0 0 0 DAWN TAUBMAN BOARD MEMBER 1.00 1.00 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 ROBERT DUFFY PRESIDENT & CEO 60.00 1.00 X 314268 0 29436 ROBERT LEMEN CHIEF FINANCIAL OFFICER 36.50 1.00 X 123854 0 2515 JOSEPH STEFKO CEO OF ROC2025,INC. (OUTSOURCED) 0.00 32.00 X 225944 0 30993 BARBARA EGENHOFER DIRECTOR, TALENT STRATEGY 0.00 37.50 X 144856 0 1910 THOMAS MOONEY FORMER CEO 0.00 X 111398 0 0 920320 0 64854 5 1 1 0 150 STATE ST REALTY LLC 259 ALEXANDER STREET ROCHESTER NY 14607 PROPERTY RENTAL 277016 1 1833952 1833952 MEETINGS AND PROGRAMS 900099 604830 604830 TRAINING PROGRAMS & MANAGEMENT SE 900099 206202 206202 811032 87496 87496 2395022 2259299 135723 135723 135723 2868203 811032 0 223219 349625 953867 149937 79014 108057 25655 26900 19840 231931 2003 47154 106298 218085 4606 166529 69709 17272 OTHER 38821 MEMBERSHIP DUES 19334 OUTSOURCING 4091 2638728 316623 374582 169258 51892 151459 70333 1518545 1473308 106673 45237 4509297 5591063 2533483 1433297 7786793 7566404 428738 166410 874499 1002730 211091 0 2576820 2065012 4091148 3234152 X 3695645 4332252 3695645 4332252 7786793 7566404 X 229475 377295 29837 X 0 1 X 1 0 0 0 0 1833952 0 0 851359 832217 19142 667186 641091 26095 45237 INVESTMENT IN ROCHESTER INDUSTRIES PLACEMENT, INC. 1433297 1433297 ACCRUED POSTRETIREMENT BENEFITS 540786 ACCRUED PENSION LIABILITY 567104 DEFERRED COMPENSATION 1331057 DUE TO AFFILIATE -373935 2065012 X 1 1 X X X X X 0 0 0 ROBERT DUFFY PRESIDENT & CEO 250759 0 52540 0 10969 0 19500 0 9936 0 343704 0 0 0 JOSEPH STEFKO CEO OF ROC2025,INC. (OUTSOURCED) 190674 0 35000 0 270 0 10000 0 20993 0 256937 0 0 0 THOMAS MOONEY FORMER CEO 111398 0 0 0 0 0 0 0 0 0 111398 0 0 0 SCHEDULE J. PART II, LINE 2 JOSEPH STEFKO COMPENSATION - JOSEPH STEFKO IS THE CEO OF AN UNRELATED ORGANIZATION, ROC2025, INC., EMPLOYED BY THE CORPORATION AND PROVIDED ON AN OUTSOURCED CONTRACT BASIS TO ROC2025, INC. THIS ARRANGEMENT BEGAN MID-2019, AND 2020 WAS THE FIRST FULL YEAR OF MR. STEFKO'S EMPLOYMENT. SCHEDULE J. PART II, LINE 3 THOMAS MOONEY COMPENSATION - THE COMPANY HAD ESTABLISHED A SUPPLEMENTAL PENSION PLAN FOR ONE OF ITS FORMER CHIEF EXECUTIVE OFFICERS IN THE FORM OF A DEFERRED COMPENSATION ARRANGEMENT. UNDER THE TERMS OF THE ARRANGEMENT, THE FORMER CEO IS RECEIVING AN ANNUAL BENEFIT OF 60% OF HIS FINAL YEAR'S SALARY FOR LIFE. ADDITIONALLY, THE ARRANGEMENT INCLUDES A JOINT SURVIVOR BENEFIT FOR HIS SPOUSE. BEGINNING JANUARY 1, 2006, THE FORMER CEO BEGAN RECEIVING ANNUAL PAYMENTS OF $111,398 UNDER THIS PLAN. JOHN PITTON CURRENT BOARD MEMBER WHO IS THE SENIOR VICE PRESIDENT OF BANK OF AMERICA 102783 CREDIT CARD TRANSACTIONS 0 MARTIN MUCCI CURRENT BOARD MEMBER WHO IS THE CEO OF PAYCHEX 15102 PAYROLL PROCESSING EXPENSES 0 BRIAN FLANAGAN CURRENT BOARD MEMBER WITH OWNERSHIP INTEREST IN NIXON PEABODY 26233 LEGAL ADVICE EXPENSES 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHICH ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS A SINGLE MEMBERSHIP CLASS WITH EQUAL VOTING RIGHTS TO ELECT MEMBERS OF THE BOARD OF DIRECTORS (GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FINAL FORM 990 WAS PROVIDED ELECTRONICALLY TO THE FINANCE COMMITTEE 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 15A THE ORGANIZATION'S COMPLIANCE COMMITTEE AND HR REVIEWS THE CEO'S COMPENSATION PACKAGE ANNUALLY WHICH WAS LAST COMPLETED IN MARCH 2020. 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 XI, LINE 9: CHANGE IN FUNDED STATUS OF PENSION PLAN -569. EQUITY IN LOSS OF SUBSIDIARY -889,095. OTHER -10,932. CHANGE IN FUNDED STATUS OF POSTRETIREMENT BENEFIT PLAN 16,201. CHANGE IN DEFERRED COMPENSATION PLAN -953. DIVIDENDS RECEIVED 915,185. INCOME TAX REFUND 0. ROCHESTER INDUSTRIES EDUCATIONAL FUND INC 150 STATE STREET ROCHESTER NY 14614 161104636 PROVIDES CAREER EDUCATION AND TRAINING. NY 501(C)(3) LINE 7 GREATER ROCHESTER CHAMBER OF COMMERCEINC 1 ROCHESTER INDUSTRIES PLACEMENT INC 150 STATE STREET ROCHESTER NY 14614 161209415 EMPLOYMENT SERVICES NY N/A C -734095 1433297 1.00000 1 0 0 0 0 0 1 0 0 0 1 0 0 1 1 1 1 1 0 0 ROCHESTER INDUSTRIES PLACEMENT F 915185 FAIR VALUE