2020-11-12T11:00:46-06:00 2019-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2019-01-01 161104636 ROCHESTER INDUSTRIES EDUCATIONAL FUND INC ROCH 5852441800 150 STATE STREET ROCHESTER NY 14614 ROBERT LEMEN CFO 5852441800 2020-11-10 1 JEFFREY PAILLE P01378272 5853811000 4.14.157.197 2020-11-10 12:56:56 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8770ABC6EA2173DAE571530AA970B76F08596B25 2019 2021-01-29 14:40:06Z ROBERT LEMEN 150 STATE STREET ROCHESTER NY 14614 3341586 0 X WWW.GREATERROCHESTERCHAMBER.COM X 1978 NY ROCHESTER INDUSTRIES EDUCATIONAL FUND, INC. PROMOTES, SUPPLEMENTS AND ENRICHES THE EDUCATION AND WELFARE OF YOUNG PEOPLE IN THE ROCHESTER, NEW YORK AREA BY HELPING INDIVIDUALS DISCOVER THE CAREER OPPORTUNITIES OPEN TO THEM IN A TECHNOLOGY-ORIENTED WORLD AND TO HELP PROVIDE THE STEPS NECESSARY TO BECOME A PRODUCTIVE PART OF THAT WORLD THROUGH BOTH DIRECT TRAINING AND SUPPORT OF OTHER ORGANIZATIONS IN THE REGION CONDUCTING SIMILAR ACTIVITIES. 41 41 0 0 0 0 355000 3204895 62283 136691 0 0 0 0 417283 3341586 0 0 0 0 0 172249 0 0 0 33634 589112 33634 761361 383649 2580225 472414 3115826 20834 84021 451580 3031805 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. 1 0 90589 136691 TRAINING: PROMOTE, SUPPLEMENT AND ENRICH WORKFORCE TRAINING OF REGIONAL EMPLOYEES. (118 INDIVIDUALS, 61 COMPANIES SERVED) 530591 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. 621180 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 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 41 41 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY 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 2ND VICE CHAIR 1.00 1.00 X X 0 0 0 MATTHEW AUGUSTINE BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC BIEBER BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID J BEINETTI BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIAM GOODRICH BOARD MEMBER 1.00 1.00 X 0 0 0 RAYMOND ISSAC BOARD MEMBER 1.00 1.00 X 0 0 0 LAUREN DIXON BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREW R GALLINA BOARD MEMBER 1.00 1.00 X 0 0 0 MARK TAUBMAN BOARD MEMBER 1.00 1.00 X 0 0 0 BRIAN E HICKEY BOARD MEMBER 1.00 1.00 X 0 0 0 SUSAN R HOLLIDAY BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS F JUDSON JR BOARD MEMBER 1.00 1.00 X 0 0 0 RICHARD KAPLAN BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL R WEGMAN BOARD MEMBER 1.00 1.00 X 0 0 0 DANA A MEHNERT BOARD MEMBER 1.00 1.00 X 0 0 0 MARTIN MUCCI BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL R NUCCITELLI BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN PERROTTI BOARD MEMBER 1.00 1.00 X 0 0 0 EDWARD J PETTINELLA BOARD MEMBER 1.00 1.00 X 0 0 0 DAAN BRAVEMAN BOARD MEMBER 1.00 1.00 X 0 0 0 STEPHEN LEVAN BOARD MEMBER 1.00 1.00 X 0 0 0 DEANA PORTERFIELD BOARD MEMBER 1.00 1.00 X 0 0 0 TERRY TABER BOARD MEMBER 1.00 1.00 X 0 0 0 TIMOTHY G WHITE BOARD MEMBER 1.00 1.00 X 0 0 0 THOMAS C WILMOT BOARD MEMBER 1.00 1.00 X 0 0 0 PETER ROBINSON BOARD MEMBER 1.00 1.00 X 0 0 0 STEPHANIE SEIFFERT BOARD MEMBER 1.00 1.00 X 0 0 0 JOHN SUMMERS BOARD MEMBER 1.00 1.00 X 0 0 0 FAHEEM MASOOD BOARD MEMBER 1.00 1.00 X 0 0 0 MATTHEW HURLBUTT BOARD MEMBER 1.00 1.00 X 0 0 0 GRACE TILLINGHAST BOARD MEMBER 1.00 1.00 X 0 0 0 GERARD ROONEY BOARD MEMBER 1.00 1.00 X 0 0 0 DAVID J MUNSON JR BOARD MEMBER 1.00 1.00 X 0 0 0 DAN DIEFENDORF BOARD MEMBER 1.00 1.00 X 0 0 0 DINAH GUELDENPFENNIG WEISBERG BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELE LIDDLE BOARD MEMBER 1.00 1.00 X 0 0 0 HEIDI MACPHERSON BOARD MEMBER 1.00 1.00 X 0 0 0 AARON NEWMAN BOARD MEMBER 1.00 1.00 X 0 0 0 JIM REED BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT DUFFY PRESIDENT & CEO 1.00 60.00 X 336953 0 33540 ROBERT LEMEN CHIEF FINANCIAL OFFICER 1.00 36.50 X 123688 0 4352 460641 0 37892 2 0 1 0 0 3204895 3204895 TRAINING PROGRAMS 900099 136691 136691 136691 3341586 136691 0 0 X 147806 147806 2771 2771 10343 10343 11329 11329 133852 2974 130878 8600 8600 392177 392177 2528 2528 874 874 1800 1800 857 857 40547 40547 2288 2288 OTHER 5589 4886 703 761361 621180 140181 0 399313 824648 2259895 359 11284 396948 376949 0 19999 72742 0 472414 3115826 13623 20834 17310 0 53088 20834 84021 X 94080 142470 357500 2889335 451580 3031805 472414 3115826 2580225 0 X 0 1 X 1 0 X 2500 355000 3204895 3562395 2500 355000 3204895 3562395 2997511 564884 3562395 473554 0.15860 1.00000 X 0.63800 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 396948 376949 19999 19999 DUE TO AFFILIATES 53088 53088 3341586 0 3341586 0 3341586 761361 0 761361 0 761361 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 ROBERT DUFFY PRESIDENT & CEO 261020 0 66625 0 9308 0 32833 0 2649 0 372435 0 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 III, LINE 2 AS DESCRIBED ON LINE 4B OF PART III, THIS YEAR RIEF TOOK PART IN THE LAUNCH AND ADMINISTRATION OF THE ROC2025 INITIATIVE, WITH THE GOAL OF CONVENING CHARITABLE, EDUCATIONAL, AND BUSINESS ORGANIZATIONS IN A POWERFUL ALLIANCE TO MAKE GREATER ROCHESTER, NEW YORK ONE OF THE MOST DYNAMIC AND RAPIDLY GROWING REGIONAL ECONOMIES IN THE UNITED STATES. FORM 990, PART VI, SECTION A, LINE 4 THE CORPORATION'S CERTIFICATE OF INCORPRATION WAS AMENDED TO DEFINE THE PURPOSES OF THE ORGANIZATION AS ARE NOW DESCRIBED IN FORM 990 PART III, LINE 1. IN ADDITION, WORDING RELATED TO THE GEOGRAPHIC TERRITORY IN WHICH THE ORGANIZATION OPERATES WAS DELETED, ALLOWING THE ORGAINZATION TO FURTHER ITS PROGRAMMATIC MISSION BEYOND THE GREATER ROCHESTER, NEW YORK AREA AND THEREBY INCLUDE THE FINGER LAKES REGION OF NEW YORK AND/OR OTHER AREAS. 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, WHICH WAS COMPLETED IN APRIL 2019. 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 CONSULTING SERVICES ULTIMATELY RESULTING IN LAUNCH OF ROC2025 INITIATIVE: PROGRAM SERVICE EXPENSES 392,177. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392,177. FORM 990, PART IX, COLUMN D THE ORGANIZATION INCURRED NO FUNDRAISING EXPENSE IN 2019 AS ALL FUNDRAISING ACTIVITIES WERE CONDUCTED BY VOLUNTEERS, WHOSE TIME AND EFFORTS DO NOT MEET THE CRITERIA FOR RECOGNITION UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. 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) NA 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