2024-05-08T10:05:37-05:00 2023-06-30 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2022-07-01 160365700 BUFFALO NIAGARA PARTNERSHIP INC BUFF 7168527100 257 WEST GENESEE STREET 600 BUFFALO NY 14202 DOTTIE GALLAGHER PRESIDENT & CEO 7168527100 2023-12-18 1 DOTTIE GALLAGHER XXX-XX-XXXX 1 ROBERT S TORELLA P03156259 7168563300 2024-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOTTIE GALLAGHER 257 WEST GENESEE STREET 600 BUFFALO NY 14202 2817048 0 X WWW.THEPARTNERSHIP.ORG X 1993 NY BY MOBILIZING MEMBERS AND STRATEGIC PARTNERS AROUND COMMON GOALS, THE PARTNERSHIP GROWS PRIVATE INVESTMENT AND JOBS IN BUFFALO NIAGARA THROUGH ADVOCACY, BUSINESS DEVELOPMENT, AND CONVENING. 64 63 20 100 8521 0 1020447 1003001 1752442 1789604 13 24443 0 0 2772902 2817048 0 0 0 0 1904844 1883255 0 0 0 868061 933791 2772905 2817046 -3 2 3017033 3242470 1614542 1839977 1402491 1402493 BY MOBILIZING MEMBERS AND STRATEGIC PARTNERS AROUND COMMON GOALS, THE PARTNERSHIP GROWS PRIVATE INVESTMENT AND JOBS IN BUFFALO NIAGARA THROUGH ADVOCACY, BUSINESS DEVELOPMENT, AND CONVENING. 0 0 THE PARTNERSHIP ADVOCATES LOCALLY, IN ALBANY, AND IN WASHINGTON, D.C. TO IMPROVE THE AREA'S BUSINESS CLIMATE AND COMPETITIVENESS THROUGH POLICIES AND RESOURCE ALLOCATIONS EXPLICITLY INTENDED TO HELP STIMULATE PRIVATE SECTOR INVESTMENT AND JOB GROWTH IN THE BUFFALO NIAGARA REGION. THE PARTNERSHIP PROVIDES DIRECT SUPPORT TO INDIVIDUAL MEMBERS AND OTHER EMPLOYERS IN THE REGION, AS WELL AS BROADER INDUSTRY WIDE INITIATIVES FOR TARGET INDUSTRY CLUSTERS, TO IMPROVE THEIR CAPACITY TO SUCCEED. THE PARTNERSHIP PROVIDES A WIDE RANGE OF INITIATIVES FOR MEMBERS AND OTHER EMPLOYERS IN THE REGION TO MAKE CONNECTIONS TO IMPROVE THEIR 'BOTTOM LINES'. 0 1 1 1 0 0 0 0 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 0 0 0 0 0 0 1 1 0 0 1 X 14 0 1 20 1 1 1 0 0 0 1 1 0 0 0 X 64 63 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ANITA GENOVESE 7168527100 257 WEST GENESEE ST NO 600 BUFFALO NY 14202 DOTTIE GALLAGHER PRESIDENT & CEO 40.00 1.00 X X 395990 0 37648 JOHN SCANNELL CHAIR 1.00 1.00 X X 0 0 0 JONATHAN DANDES VICE CHAIR & SECRETARY 1.00 1.00 X X 0 0 0 RICHARD GOLD VICE CHAIR 1.00 1.00 X X 0 0 0 THOMAS EMMERLING TREASURER 1.00 1.00 X X 0 0 0 DOUGLAS BEAN DIRECTOR 1.00 1.00 X 0 0 0 THOMAS BEAUFORD JR DIRECTOR 1.00 X 0 0 0 SHEILA BROWN DIRECTOR 1.00 X 0 0 0 LORRIE CLEMO DIRECTOR 1.00 X 0 0 0 MICHAEL CROPP MD DIRECTOR 1.00 1.00 X 0 0 0 DONNA DECAROLIS DIRECTOR 1.00 1.00 X 0 0 0 JIM DENTINGER DIRECTOR 1.00 X 0 0 0 GREGORY DUVAL DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL EDBAUER DIRECTOR 1.00 1.00 X 0 0 0 MATTHEW ENSTICE DIRECTOR 1.00 X 0 0 0 OFO EZEUGWU DIRECTOR 1.00 X 0 0 0 LYNNE MARIE FINN DIRECTOR 1.00 X 0 0 0 KENT FREY DIRECTOR 1.00 X 0 0 0 MARTIN GRIFFITH SR DIRECTOR 1.00 X 0 0 0 RICHARD HAMISTER DIRECTOR 1.00 X 0 0 0 JIM HETTICH DIRECTOR 1.00 X 0 0 0 JAMIE HYPNAROWSKI DIRECTOR 1.00 X 0 0 0 TED JANICKI DIRECTOR 1.00 X 0 0 0 CAMILLE JOSEPH-GOLDMAN DIRECTOR 1.00 X 0 0 0 PATRICK KALER DIRECTOR 1.00 X 0 0 0 THOMAS KUCHARSKI DIRECTOR 1.00 1.00 X 0 0 0 KENNETH KUJAWA DIRECTOR 1.00 1.00 X 0 0 0 JAMES MAHER CM DIRECTOR 1.00 1.00 X 0 0 0 IKRAM MASSABINI DIRECTOR 1.00 X 0 0 0 MICHAEL MCMAHON DIRECTOR 1.00 1.00 X 0 0 0 JACK MCNEILL DIRECTOR 1.00 X 0 0 0 PAUL MILLSTEIN DIRECTOR 1.00 X 0 0 0 KIMBERLEY MINKEL DIRECTOR 1.00 X 0 0 0 MICHAEL MONTANTE DIRECTOR 1.00 X 0 0 0 DAVID MURRAY DIRECTOR 1.00 1.00 X 0 0 0 DAVID NASCA DIRECTOR 1.00 X 0 0 0 KEVIN NEPHEW DIRECTOR 1.00 X 0 0 0 BEN OBLETZ DIRECTOR 1.00 1.00 X 0 0 0 SUSAN O'SULLIVAN DIRECTOR 1.00 X 0 0 0 SCOTT PALLOTTA DIRECTOR 1.00 X 0 0 0 LOUIS PANZICA DIRECTOR 1.00 1.00 X 0 0 0 JOHN PERSONS DIRECTOR 1.00 X 0 0 0 THOMAS QUATROCHE JR PHD DIRECTOR 1.00 X 0 0 0 RON RACCUIA DIRECTOR 1.00 X 0 0 0 SHARON RANDACCIO DIRECTOR 1.00 X 0 0 0 DAVID ROGERS DIRECTOR 1.00 X 0 0 0 JAMES ROONEY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ROSS DIRECTOR 1.00 X 0 0 0 JEFFREY RUBIN DIRECTOR 1.00 X 0 0 0 TINA SABUDA DIRECTOR 1.00 X 0 0 0 RUPA SHANMUGAM DIRECTOR 1.00 X 0 0 0 DAVID SIMONS DIRECTOR 1.00 X 0 0 0 JOHN SOMERS DIRECTOR 1.00 X 0 0 0 ANTHONY SPADA JR DIRECTOR 1.00 1.00 X 0 0 0 MARK SULLIVAN DIRECTOR 1.00 X 0 0 0 SATISH TRIPATHI DIRECTOR 1.00 X 0 0 0 STEPHEN TUCKER DIRECTOR 1.00 X 0 0 0 DAVID UBA DIRECTOR 1.00 X 0 0 0 PAUL VALLONE DIRECTOR 1.00 X 0 0 0 PAUL VUKELIC DIRECTOR 1.00 1.00 X 0 0 0 EDWARD WALSH JR DIRECTOR 1.00 X 0 0 0 TOM WILEY DIRECTOR 1.00 1.00 X 0 0 0 ART WINGERTER DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN ZENGER DIRECTOR 1.00 1.00 X 0 0 0 ANITA GENOVESE VICE PRESIDENT & CFO 40.00 1.00 X 109337 0 7129 GRANT LOOMIS VP, GOVERNMENT AFFAIRS AND ECONOMIC DEVELOPMENT 40.00 X 135480 0 3920 640807 0 48697 3 0 1 0 0 1003001 1003001 MEMBERSHIP DUES 541900 1492628 1492628 MEMBER EVENTS & PROGRA 541900 284995 284995 AFFINITY AND OTHER PRO 541800 8521 8521 AFFILIATE REIMBURSEMEN 541900 3460 3460 1789604 24443 24443 2817048 1781083 8521 24443 574711 1095996 42840 45983 123725 91176 96798 150235 171735 46944 61240 22524 CONSULTING SERVICES 143510 PROGRAM EVENTS/AWARDS 59051 DUES AND SUBSCRIPTIONS 55527 35051 2817046 1955875 2049125 881676 702434 43531 69275 2754520 2685564 116451 68956 19500 352680 3017033 3242470 375584 278270 1238958 1209027 0 352680 1614542 1839977 X 1402491 1402493 1402491 1402493 3017033 3242470 2 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33608 0 0 1 1492628 33608 -135743 -102135 73067 -175202 PART I-A, LINE 1: LOBBYING ACTIVITY RELATED TO BUSINESS CLIMATE ISSUES IN FEDERAL, STATE AND LOCAL GOVERNMENTS AFFECTING EMPLOYERS IN THE BUFFALO NIAGARA REGION. THESE ISSUES INCLUDE, BUT ARE NOT LIMITED TO: OVERALL TAX BURDEN ON EMPLOYERS; OVERALL REGULATORY BURDEN ON EMPLOYERS; REGIONAL DEVELOPMENT ISSUES; STRENGTHENING OF ECONOMIC DEVELOPMENT PROGRAMS; WORKFORCE/LABOR-RELATED ISSUES; EFFICIENT CANAM BORDER TRADE; AND TRANSPORTATION INFRASTRUCTURE FUNDING. 562663 537789 24874 1297411 1272868 24543 894446 874907 19539 68956 RIGHT OF USE ASSET - LEASE 312680 DEFERRED COMPENSATION PLAN ASSET 40000 352680 LEASE LIABILITY 312680 DEFERRED COMPENSATION PLAN LIABILITY 40000 352680 X 1 1 X X X X 0 1 0 DOTTIE GALLAGHER PRESIDENT & CEO 330990 0 65000 0 0 0 33533 0 4115 0 433638 0 0 0 PART I, LINE 1A THE PARTNERSHIP PROVIDES MEMBERSHIP TO THE BUFFALO CLUB FOR THE PRESIDENT & CEO. PART I, LINE 4B THE PRESIDENT AND CEO PARTICIPATES IN A 457(B) PLAN SPONSORED BY BUFFALO NIAGARA PARTNERSHIP, INC. THOMAS KUCHARSKI PRESIDENT & CEO OF INVEST BUFFALO NIAGARA; DIRECTOR ON BNP'S BOARD 232190 IBN RENTS SPACE FROM THE PARTNERSHIP. IN ADDITION, IBN PROVIDES IN-KIND MARKETING AND RESEARCH SUPPORT TO THE PARTNERSHIP. THE PARTNERSHIP PROVIDES IN-KIND ACCOUNTING AND ADMINISTRATIVE SERVICES TO IBN. 0 MICHAEL EDBAUER PRESIDENT & CEO OF HIGHMARK WESTERN AND NE NY; DIRECTOR ON BNP'S BOARD 305184 THE PARTNERSHIP LEASES OFFICE SPACE FROM HIGMARK WESTERN AND NE NY 0 FORM 990, PART V, LINE 2A ALL PAYROLL AND HUMAN RESOURCE FUNCTIONS HAVE BEEN OUTSOURCED TO THE ALCOTT GROUP - A PROFESSIONAL EMPLOYMENT ORGANIZATION. THIS CONTRACT ESTABLISHES A CO-EMPLOYMENT RELATIONSHIP BETWEEN THE PARTNERSHIP AND THE ALCOTT GROUP. UNDER THIS RELATIONSHIP, THE ALCOTT GROUP ASSUMES RESPONSIBILITY FOR HUMAN RESOURCE COMPLIANCE AND PAYROLL AND EMPLOYEE TAX COMPLIANCE. ALL PAYROLL FILINGS FOR THE PARTNERSHIP'S EMPLOYEES ARE FILED BY AND INCLUDED AS PART OF THE ALCOTT GROUP. FORM 990, PART VI, SECTION A, LINE 2 DOTTIE GALLAGHER AND ANTHONY SPADA, JR - BUSINESS RELATIONSHIP. DOTTIE GALLAGHER AND PATRICK KALER - BUSINESS RELATIONSHIP. DOTTIE GALLAGHER AND SATISH TRIPATHI - BUSINESS RELATIONSHIP. SATISH TRIPATHI AND MICHAEL CROPP - BUSINESS RELATIONSHIP. SATISH TRIPATHI AND JONATHAN DANDES - BUSINESS RELATIONSHIP. SATISH TRIPATHI AND MATTHEW ENSTICE - BUSINESS RELATIONSHIP. SATISH TRIPATHI AND EDWARD WALSH, JR. - BUSINESS RELATIONSHIP. SATISH TRIPATHI AND DONNA DECAROLIS - BUSINESS RELATIONSHIP. DONNA DECAROLIS AND JAMES MAHER - BUSINESS RELATIONSHIP. ART WINGERTER AND DAVID NASCA - BUSINESS RELATIONSHIP. ART WINGERTER AND LOUIS PANZICA - BUSINESS RELATIONSHIP. ART WINGERTER AND THOMAS BEAUFORD - BUSINESS RELATIONSHIP. THOMAS KUCHARSKI, ANTHONY SPADA, JR., DOTTIE GALLAGHER, MICHAEL EDBAUER, GREGORY DUVAL, JOHN SCANNELL, KENNETH KUJAWA, TOM WILEY, DAVID SIMONS, KENT FREY, JOHN PERSONS, AND ART WINGERTER - BUSINESS RELATIONSHIPS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP OF THE CORPORATION SHALL BE CORPORATIONS, ASSOCIATIONS, PARTNERSHIPS, AND OTHER ORGANIZATIONS ADMITTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A PRIOR TO THE ANNUAL MEETING EACH YEAR, THE MEMBERS OF THE CORPORATION ENTITLED TO VOTE ARE PROVIDED WITH A PRINTED PROXY BALLOT CONTAINING ALL THE NAMES OF ALL CANDIDATES NOMINATED TO THE BOARD OF DIRECTORS. EACH MEMBER HAS ONE VOTE FOR EACH POSITION FILLED. FORM 990, PART VI, SECTION A, LINE 7B BY-LAWS OF THE CORPORATION MAY BE ADOPTED, AMENDED OR REPEALED AT ANY MEETING OF MEMBERS OR AT ANY MEETING OF THE BOARD, NOTICE OF WHICH SHALL HAVE REFERRED TO THE PROPOSED ACTION; PROVIDED, HOWEVER, THAT IF ANY BY-LAW REGULATING AN IMPENDING ELECTION OF DIRECTORS IS ADOPTED, AMENDED OR REPEALED BY THE BOARD, THERE SHALL BE SET FORTH IN THE NOTICE OF THE NEXT MEETING OF MEMBERS FOR THE ELECTION OF DIRECTORS THE BY-LAW SO ADOPTED, AMENDED, OR REPEALED, TOGETHER WITH A CONCISE STATEMENT OF THE CHANGES MADE. FORM 990, PART VI, SECTION B, LINE 11B AN IN-DEPTH REVIEW OF THE FINAL VERSION OF THE FORM 990 IS DONE BY THE CHIEF FINANCIAL OFFICER OF THE PARTNERSHIP. A COPY OF THE FINAL VERISON OF THE FORM 990 IS THEN (I) REVIEWED BY THE PARTNERSHIP'S TREASURER WITH THE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE PARTNERSHIP'S BOARD OF DIRECTORS AT A REGULAR MONTHLY MEETING OF SUCH COMMITTEE AND (II) PROVIDED TO ALL MEMBERS OF THE PARTNERSHIP'S BOARD OF DIRECTORS, IN EACH CASE, PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE PARTNERSHIP HAS A POLICY IN PLACE THAT IS INTENDED TO PROVIDE GUIDANCE FOR THE BOARD AND FOR INDIVIDUAL DIRECTORS IN CASES WHERE REAL, APPARENT, OR POTENTIAL CONFLICTS OF INTEREST MAY ARISE. DIRECTORS ARE REQUIRED TO ACT IN THE BEST INTEREST OF THE MEMBERS OF THE PARTNERSHIP, NOT TO PARTICIPATE IN DECISIONS FROM WHICH THEY COULD BENEFIT FINANCIALLY OR MATERIALLY, REGARD BENEFITS ACCRUING TO IMMEDIATE FAMILY AS IF THE DIRECTOR IN QUESTION WERE TO BENEFIT, AND NOT TO USE THEIR POSITIONS OR INFORMATION OBTAINED TO PROVIDE AN UNFAIR ADVANTAGE TO THEM, INCLUDING CASES INVOLVING GRANTS FOR FUNDING AND OTHER APPROVALS AND APPOINTMENTS. TYPES OF CONFLICTS INCLUDE SELF-DEALING, ACCEPTING BENEFITS, INFLUENCE PEDDLING, USE OF CONFIDENTIAL INFORMATION, AND POST-APPOINTMENT USE OF INFORMATION. IT IS THE RESPONSIBILITY OF EACH DIRECTOR TO DISCLOSE IN WRITING TO THE CHAIR OF THE BOARD OF DIRECTORS THE EXISTENCE OF ANY CONFLICT OF INTEREST. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DECIDES WHETHER A DIRECTOR MAY PARTICIPATE IN ANY DISCUSSIONS OR VOTE ON THE ISSUE THAT HAS GIVEN RISE TO CONFLICT. SHOULD A DIRECTOR BE FOUND TO BE IN CONFLICT OF INTEREST THAT HAS NOT BEEN DISCLOSED TO THE BOARD AS REQUIRED, THE BOARD MAY REQUIRE THE DIRECTOR TO PROVIDE FULL DISCLOSURE OF THE NATURE OF THE CONFLICT AND/OR REMOVE SAID DIRECTOR FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MEETS ANNUALLY AND RECOMMENDS A SALARY INCREASE AND/OR BONUS BASED ON THE EXECUTIVE'S REASONABLE ATTAINMENT OF PERFORMANCE BENCHMARKS AS PREVIOUSLY ADOPTED FOR THE CURRENT EMPLOYMENT YEAR AND IN COMPARISON WITH HER PEERS BASED UPON THE MOST CURRENT AMERICAN CHAMBER OF COMMERCE EXECUTIVES SALARY DATA. FORM 990, PART VI, SECTION C, LINE 19 COPIES AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BUSINESS BENEFITS LLC 257 WEST GENESSEE ST NO 600 BUFFALO NY 14202 800367357 INSURANCE BROKER - NO ACTIVITY IN FISCAL 2023 NY 0 0 BUFFALO NIAGARA PARTNERSHIP BUFFALO NIAGARA PARTNERSHIP FOUNDATION 257 WEST GENESSEE ST NO 600 BUFFALO NY 14202 160761958 SUPPORT PARTNERSHIP NY 501(C)(3) 509(A)(2) BUFFALO NIAGARA PARTNERSHIP 0 COMMITTEE FOR ECONOMIC GROWTH 257 WEST GENESSEE ST NO 600 BUFFALO NY 14202 010750441 POLITICAL ACTION COMMITTEE NY 527 BUFFALO NIAGARA PARTNERSHIP 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 BUFFALO NIAGARA PARTNERSHIP FOUNDATION C 461550 FMV