2015-01-28T09:23:09-06:00 2014-09-30 141567343 MARVIN AND COMPANY PC 11 BRITISH AMERICAN BLVD LATHAM NY 121101405 990 2013-10-01 263962887 THE NEW YORK STATE FORUM INC NEWY 5184387414 24 AVIATION ROAD NO 103 ALBANY NY 12205 JOAN SULLIVAN EXECUTIVE DIRECTOR 5184387414 2015-01-28 1 FRANK S VENEZIA CPA P00316275 5187850134 2013 2016-03-07 17:11:31Z JOAN SULLIVAN 24 AVIATION ROAD NO 103 ALBANY NY 12205 592132 0 X WWW.NYSFORUM.ORG X 2008 NY TO ENHANCE NEW YORK STATE'S PUBLIC SECTOR INFORMATION TECHNOLOGY PRACTICES THROUGH COLLABORATION AND KNOWLEDGE TRANSFER WITH THE NEW YORK STATE IT BUSINESS AND GOVERNMENT COMMUNITIES. 11 11 2 0 0 0 0 0 404400 591525 446 520 388 87 405234 592132 0 0 0 0 154663 212455 0 0 0 183574 235312 338237 447767 66997 144365 632654 842029 226028 291038 406626 550991 TO ENHANCE NEW YORK STATE'S PUBLIC SECTOR INFORMATION TECHNOLOGY PRACTICES THROUGH COLLABORATION AND KNOWLEDGE TRANSFER WITH THE NEW YORK STATE IT BUSINESS AND GOVERNMENT COMMUNITIES. 0 0 123749 591612 THERE WERE OVER 40 WORKGROUPS EVENTS THIS YEAR WITH CLOSE TO FOUR THOUSAND REGISTERED TO ATTEND. 182418 0 PROGRAM DEVELOPMENT MEETINGS: COLLABORATION WITH STATE AND LOCAL AGENCIES AND THE PRIVATE SECTOR TO DEVELOP EDUCATION AND TRAINING OPPORTUNITIES AND TOOLS THAT ADDRESS BUSINESS CONTINUANCE PLANNING NEEDS OF NEW YORK STATE'S GOVERNMENT ENTITIES. RAISED AWARENESS OF THESE ISSUES WITH THE TECHNOLOGY COMMUNITY TO ENCOURAGE THE DEVELOPMENT OF POLICIES AND PROVIDED THE TECHNICAL TRAINING NECESSARY TO IMPLEMENT THE POLICIES. 7342 0 SUPPORT FOR THE NYS FORUM CO HOSTED CONFERENCES, INCLUDING THE 16TH ANNUAL NYS CYBERSECURITY CONFERENCE, THE NYS LEADERSHIP CONFERENCE AND THE GTC EAST. 313509 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 2 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X X JOAN SULLIVAN 5184387414 24 AVIATION ROAD ALBANY NY 12205 PATRICK BENNISON DIRECTOR 1.00 X 0 0 0 NANCY MULHOLLAND DIRECTOR 1.00 X 0 0 0 CELIA MCGARRY DIRECTOR 1.00 X 0 0 0 MARYANN JABLONOWSKI DIRECTOR 1.00 X 0 0 0 JOHN TRAYLOR DIRECTOR 1.00 X 0 0 0 DEBORAH SNYDER DIRECTOR 1.00 X 0 0 0 KIM MCKINNEY DIRECTOR 1.00 X 0 0 0 SERGIO PANEQUE TREASURER 1.00 X 0 0 0 JOAN SULLIVAN EXECUTIVE DIRECTOR 37.50 X 125401 0 0 ROBERT LOOMIS VICE CHAIR 1.00 X 0 0 0 MAUREEN MCHUGH SECRETARY 1.00 X 0 0 0 KISHOR BAGUL CHAIR 1.00 X 0 0 0 125401 0 0 1 0 0 0 0 MEMBERSHIP DUES 519100 567200 567200 PROGRAM INCOME 519100 24325 24325 591525 520 520 OTHER INCOME 900099 87 87 87 592132 591612 0 520 125401 100321 25080 65762 47349 18413 6529 6529 14763 11369 3394 7500 7500 7117 7117 888 888 22975 2265 20710 3492 3492 63092 63092 5988 5988 4571 4571 CONTRACT SERVICES 100083 82106 17977 TELEPHONE AND FAX 9792 3515 6277 BANK CHARGES 3992 3992 SUPPLIES 3312 3312 2510 2510 447767 313509 134258 0 111730 253627 499935 574039 3134 1404 43629 30670 17855 12959 632654 842029 53528 65938 172500 225100 226028 291038 X 406626 550991 406626 550991 632654 842029 144365 0 X X 0 1 X 1 0 X 233925 180400 414325 284247 174125 313595 404400 591525 1767892 518172 354525 313595 404400 591525 2182217 0 0 0 2182217 7220 1473 1317 446 520 10976 7220 1473 1317 446 520 10976 115 116 388 87 706 525392 356113 315028 405234 592132 2193899 0.99470 0.99460 0.00500 0.00510 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 115. 2011 AMOUNT: $ 116. 2012 AMOUNT: $ 388. 2013 AMOUNT: $ 87. 2500 358 2142 41129 30312 10817 12959 X 592132 0 592132 0 592132 447767 0 447767 0 447767 PART X, LINE 2: THE FORUM IS EXEMPT FROM FEDERAL AND STATE INCOME TAX PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). IN ADDITION, THE FORUM QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. UNDER ACCOUNTING STANDARDS CODIFICATION (ASC) SECION 740, TAX PROVISIONS, THE TAX STATUS OF TAX-EXEMPT ENTITITES IS AN UNCERTAIN POSITION, SINCE EVENTS COULD POTENTIALLY OCCUR THAT JEOPARDIZE TAX-EXEMPT STATUS. MANAGEMENT IS NOT AWARE OF ANY EVENTS THAT COULD JEOPARDIZE TAX-EXEMPT STATUS. AS A RESULT, NO LIABILITY OR PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THE FORUM IS NO LONGER SUBJECT TO AUDIT BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2011. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAD MEMBERS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY MEMBERS OTHER THAN THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION'S COMMITTEES DID NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 MEMBERS OF THE BOARD OF DIRECTORS WILL BE PROVIDED A COPY OF THE FORM 990 IN ELECTRONIC FORMAT. THE DOCUMENT WILL BE PROVIDED VIA E-MAIL AND/OR WILL BE POSTED ON THE BOARD OF DIRECTORS' PASSWORD PROTECTED WEB PAGE ON THE ORGANIZATON'S WEBSITE. THE BOARD OF DIRECTORS WILL HAVE THE OPPORTUNITY TO REVIEW THE FORM 990 IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MEET ANNUALLY WITH THE FORUM'S LEGAL COUNSEL TO REVIEW THE CONFLICT OF INTEREST POLICY AND CODE OF ETHICS. MEMBERS ACKNOWLEDGE THAT THEY HAVE BEEN INFORMED AND UNDERSTAND THE POLICY, HAVE RECEIVED A COPY AND AFFIRM IN WRITING THEIR AGREEMENT TO COMPLY WITH THE POLICY. PROCEDURES ARE OUTLINED IN WHICH CONFLICTS OF INTEREST OR QUESTIONS RELATED TO BREACHES IN THE CODE OF ETHICS CAN BE REVIEWED FOR DETERMINATION OF APPLICABILITY AND/OR APPROPRIATE ACTION. AS PART OF ORGANIZATIONAL OPERATIONS, DISCUSSIONS AND DECISION-MAKING, DIRECTORS AND OFFICERS ARE ASKED TO IDENTIFY IF A CONFLICT OF INTEREST IS A CONSIDERATION AND REMINDED OF THEIR RESPONSIBILITY FOR DISCLOSURE. THE IDENTIFICATION OF ANY SUCH CONFLICTS ARE CONSIDERED IN ACCORDANCE WITH THE POLICY AND DOCUMENTED. CONTRACTUAL RELATIONSHIPS WITH THIRD PARTIES AND EXPENSE REIMBURSEMENT PROCEDURES AND GUIDELINES WILL BE REVIEWED IN THE SUBSEQUENT FISCAL YEAR TO ASSESS CONFORMANCE WITH THE ADOPTED POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR WAS OFFERED AN EMPLOYMENT AGREEMENT FOR A TWO YEAR PERIOD OF TIME WITH A FIXED ANNUAL SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE POSTED ON THE PUBLIC SIDE OF THE ORGANIZATION'S WEB SITE. ORGANIZATION BY-LAWS AND CONFLICT OF INTEREST POLICY ARE POSTED ON THE PUBLIC ACCESS POINT OF THE WEBSITE. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.