2025-09-15T15:49:38-05:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 510439860 GREATER ROCHESTER CHAMBER OF COMMERCE INC GREA 5852441800 250 CLINTON SQUARE ROCHESTER NY 14604 CHRISTYNE HUERTA CFO 5852441800 2025-09-13 1 1 JEFFREY PAILLE P01378272 5853811000 2025-08-24 2024 2025-03-06 01:10:19Z CHRISTYNE HUERTA 250 CLINTON SQUARE ROCHESTER NY 14604 5916270 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 OF THE FINGER LAKES REGION. 44 43 45 43 0 0 1890459 1916104 1385284 1388720 727218 520986 0 0 4002961 3825810 0 0 0 0 2010428 2144533 0 0 0 1176009 1098743 3186437 3243276 816524 582534 12741426 12524365 5146037 3876892 7595389 8647473 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. 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 1,250 MEMBERS SERVED IN 2024. 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 33 0 1 45 1 0 0 0 0 0 0 0 0 X 44 43 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CHRISTYNE HUERTA 5852441800 250 CLINTON SQUARE ROCHESTER NY 14604 JOSEPH STEFKO CEO OF ROC2025,INC. (OUTSO 1.00 32.00 X 300639 0 48912 RICHARD DAVIS BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS WILMOT BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS JUDSON BOARD MEMBER 1.00 1.00 X 0 0 0 TERRANCE TABER BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN HOLLIDAY BOARD MEMBER 1.00 1.00 X 0 0 0 STEFANI LIDESTRI BOARD MEMBER 1.00 1.00 X 0 0 0 SARAH MANGELSDORF BOARD MEMBER 1.00 1.00 X 0 0 0 SAMEER PENAKALAPATI BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT S SANDS CHAIRMAN 1.00 1.00 X X 0 0 0 MARTIN MUCCI BOARD MEMBER 1.00 1.00 X X 0 0 0 PIOTR JURJEWICZ BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL NUCCITELLI BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES YOCKEL BOARD MEMBER 1.00 1.00 X 0 0 0 MARTIN BIRMINGHAM BOARD MEMBER 1.00 1.00 X 0 0 0 LAUREN DIXON 2ND VICE CHAIRWOMAN 1.00 1.00 X X 0 0 0 JULIE CAMARDO BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN PITTON BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN PERROTTI BOARD MEMBER 1.00 1.00 X 0 0 0 JETT MEHTA BOARD MEMBER 1.00 1.00 X 0 0 0 JAY MCHARG BOARD MEMBER 1.00 1.00 X 0 0 0 TYRONE REAVES BOARD MEMBER 1.00 1.00 X 0 0 0 BRADLEY MCAREAVY BOARD MEMBER 1.00 1.00 X 0 0 0 JAY GREEN BOARD MEMBER 1.00 1.00 X 0 0 0 HEIDI MACPHERSON 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 GERALD ROONEY BOARD MEMBER 1.00 1.00 X 0 0 0 FRANK HAMLIN III BOARD MEMBER 1.00 1.00 X 0 0 0 FAHEEM MASOOD BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID LINEHAN BOARD MEMBER 1.00 1.00 X X 0 0 0 ELIZABETH PAUL BOARD MEMBER 1.00 1.00 X 0 0 0 DARYLL JACKSON BOARD MEMBER 1.00 1.00 X 0 0 0 DONNA SHULTZ BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID BEINETTI BOARD MEMBER 1.00 1.00 X 0 0 0 DEANNA BURT-NANNA BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID MUNSON BOARD MEMBER 1.00 1.00 X 0 0 0 JAMES REED BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL WEGMAN BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL BURNS BOARD MEMBER 1.00 1.00 X 0 0 0 MARK ALLEN BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER AEBLI BOARD MEMBER 1.00 1.00 X 0 0 0 CASEY FITZGERALD BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREW GALLINA BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT DUFFY PRESIDENT & CEO 60.00 1.00 X 418106 0 48661 CHRISTYNE HUERTA CHIEF FINANCIAL OFFICER 36.50 1.00 X 138769 0 22859 BARBARA EGENHOFER DIRECTOR, TALENT STRATEGY 1.00 37.50 X 215448 0 25367 KATHY RICHMOND SR. DIRECTOR 36.50 1.00 X 133164 0 4391 THOMAS MOONEY FORMER CEO 0.00 X 111398 0 0 1317524 0 150190 6 1 1 0 CLINTON ASSET HOLDING ASSOCIATES JP 700 CLINTON SQUARE ROCHESTER NY 14604 PROPERTY RENTAL 316872 1 1916104 1916104 MEETINGS AND PROGRAMS 900099 920015 920015 TRAINING PROGRAMS & MANAGEMENT SE 900099 468705 468705 1388720 281565 281565 2329881 2090460 239421 239421 239421 3825810 1388720 0 520986 413631 1240560 224891 138069 127382 5705 33290 29011 248405 21998 57681 140262 404193 81989 13664 MEMBERSHIP DUES 26697 MGMT SERVICE 23400 OTHER 12448 3243276 494393 105797 119702 123570 83748 54681 1370218 177282 1205350 1192936 7553875 8465856 3284358 2581525 12741426 12524365 558646 279733 1070905 881682 400000 0 3116486 2715477 5146037 3876892 X 7595389 8647473 7595389 8647473 12741426 12524365 X 582534 225484 244066 X 0 1 X 1 0 0 0 0 1916104 0 0 964080 964080 406138 177282 228856 1192936 INVESTMENT IN ROCHESTER INDUSTRIES PLACEMENT, INC. 1049135 RIGHT OF USE LEASE ASSET 1532390 2581525 ACCRUED POSTRETIREMENT BENEFITS 201821 DEFERRED COMPENSATION 925298 DUE TO AFFILIATE -696219 LEASE LIABILITY 2284577 2715477 X 1 1 X X X X X 0 0 0 ROBERT DUFFY PRESIDENT & CEO 324135 0 82700 0 11271 0 23000 0 25661 0 466767 0 0 0 JOSEPH STEFKO CEO OF ROC2025,INC. (OUTSO 265369 0 35000 0 270 0 20000 0 28912 0 349551 0 0 0 BARBARA EGENHOFER DIRECTOR, TALENT STRATEGY 173704 0 40556 0 1188 0 4951 0 20416 0 240815 0 0 0 CHRISTYNE HUERTA CHIEF FINANCIAL OFFICER 132589 0 6000 0 180 0 0 0 22859 0 161628 0 0 0 THOMAS MOONEY FORMER CEO 0 0 0 0 111398 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, ONE ROC, INC., EMPLOYED BY THE CORPORATION AND PROVIDED ON AN OUTSOURCED CONTRACT BASIS TO ONE ROC, INC. 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 104446 CREDIT CARD TRANSACTIONS 0 MARTIN MUCCI CURRENT BOARD MEMBER WHO IS A DIRECTOR AT PAYCHEX 16100 PAYROLL PROCESSING 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 MOST RECENTLY COMPLETED IN MARCH 2025. 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 POSTRETIREMENT BENEFIT PLAN -4,072. EQUITY IN INCOME OF SUBSIDIARY 100,034. OTHER 28,410. EFFECT OF TERMINATION OF PENSION PLAN 50,532. CHANGE IN DEFERRED COMPENSATION PLAN 69,162. GREATER ROCHESTER CHAMBER OF COMMERCE FOUNDATION INC 150 STATE STREET ROCHESTER NY 14614 161104636 TO STRENGTHEN ECONOMIC GROWTH AND EXPANSION THROUGHOUT GREATER ROCHESTER 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 19034 1894280 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0