2026-03-20T14:27:11-05:00 2025-06-30 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2024-07-01 160365700 BUFFALO NIAGARA PARTNERSHIP INC BUFF 7168527100 79 PERRY STREET BUFFALO NY 14203 GRANT LOOMIS PRESIDENT 7168527100 2026-01-19 1 1 ROBERT S TORELLA P03156259 7168563300 2026-03-19 2024 2025-03-06 01:10:19Z GRANT LOOMIS 79 PERRY STREET BUFFALO NY 14203 2795919 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. 67 66 28 100 5262 0 1018544 717091 1880277 2011327 95257 67501 0 0 2994078 2795919 0 0 0 0 1961299 2004892 0 0 0 1032749 1265645 2994048 3270537 30 -474618 2872608 3984333 1470085 2864124 1402523 1120209 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 X 17 0 1 28 1 1 1 0 0 0 1 1 0 0 0 X 67 66 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X TODD BROOKS VP OF FINANCE AND OPERATIONS 7168527100 79 PERRY STREET BUFFALO NY 14203 DOTTIE GALLAGHER CHIEF EXECUTIVE OFFICER 40.00 1.00 X X 442008 0 36740 THOMAS EMMERLING CHAIR 1.00 1.00 X X 0 0 0 JONATHAN DANDES VICE CHAIR & SECRETARY 1.00 1.00 X X 0 0 0 DONNA DECAROLIS VICE CHAIR 1.00 1.00 X X 0 0 0 GREGORY DUVAL VICE CHAIR 1.00 1.00 X X 0 0 0 KIMBERLEY MINKEL TREASURER 1.00 1.00 X X 0 0 0 TRICIA BARRETT DIRECTOR 1.00 X 0 0 0 DEIDRE BATSON-GRIGGS DIRECTOR 1.00 X 0 0 0 DOUGLAS BEAN DIRECTOR 1.00 1.00 X 0 0 0 DAVID BEATON DIRECTOR 1.00 X 0 0 0 THOMAS BEAUFORD JR DIRECTOR 1.00 X 0 0 0 YVES-RICHARD BLANC DIRECTOR 1.00 X 0 0 0 DONALD BOYD DIRECTOR 1.00 X 0 0 0 SHEILA BROWN DIRECTOR 1.00 X 0 0 0 TRINA BURRUSS DIRECTOR 1.00 X 0 0 0 LORRIE CLEMO DIRECTOR 1.00 X 0 0 0 BETSY CONSTANTINE DIRECTOR 1.00 X 0 0 0 JESSICA COX DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL CROPP MD DIRECTOR 1.00 1.00 X 0 0 0 KEVIN CROSS DIRECTOR 1.00 X 0 0 0 JOSEPH DEFAZIO DIRECTOR 1.00 X 0 0 0 JIM DENTINGER DIRECTOR 1.00 X 0 0 0 OFO EZEUGWU DIRECTOR 1.00 X 0 0 0 ERIC FELDSTEIN DIRECTOR 1.00 1.00 X 0 0 0 RON FERRI 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 RICHARD HAMISTER DIRECTOR 1.00 X 0 0 0 COLLEEN HEIDINGER DIRECTOR 1.00 X 0 0 0 BETHANNE HOLLIS 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 PATTY KAMINSKI 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 JAZSLYN LEON DIRECTOR 1.00 X 0 0 0 JAMES MAHER CM DIRECTOR 1.00 1.00 X 0 0 0 JOYCE MARKIEWICZ DIRECTOR 1.00 X 0 0 0 IKRAM MASSABINI DIRECTOR 1.00 X 0 0 0 ANNE MCCAFFREY 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 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 BENJAMIN OBLETZ DIRECTOR 1.00 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 THOMAS QUATROCHE JR PHD DIRECTOR 1.00 X 0 0 0 PATRICK ROCHE DIRECTOR 1.00 X 0 0 0 JAMES ROONEY 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 JULIE SNYDER 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 ARTHUR 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-THRU SEPT '24 40.00 1.00 X 84417 0 6561 GRANT LOOMIS PRESIDENT AND COO 40.00 X 162035 0 4289 688460 0 47590 2 0 1 0 0 717091 717091 MEMBERSHIP DUES 541900 1623385 1623385 MEMBER EVENTS & PROGRA 541900 382680 382680 AFFINITY AND OTHER PRO 541800 5262 5262 2011327 67501 67501 2795919 2006065 5262 67501 526977 1229047 41461 61983 145424 135545 303160 26999 221505 217067 49889 49687 26312 DUES AND SUBSCRIPTIONS 85819 PROGRAM EVENTS/AWARDS 67970 81692 3270537 1972751 1093095 596436 363284 179395 420223 28240 28168 699517 103986 26051 595531 69735 1484032 2872608 3984333 250144 213536 1150206 1152371 69735 1498217 1470085 2864124 X 1402523 1120209 1402523 1120209 2872608 3984333 -474618 192304 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34805 0 0 0 0 1 1623385 34805 -57372 -22567 64935 -87502 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. 421967 25937 396030 277550 78049 199501 595531 DEFERRED COMPENSATION PLAN ASSET 100909 RIGHT OF USE ASSET 1383123 1484032 DEFERRED COMPENSATION PLAN LIABILITY 100909 LEASE LIABILITY 1397308 1498217 X 1 1 X X X X 0 1 0 DOTTIE GALLAGHER CHIEF EXECUTIVE OFFICER 367258 0 74750 0 0 0 32900 0 3840 0 478748 0 0 0 GRANT LOOMIS PRESIDENT AND COO 162035 0 0 0 0 0 4289 0 0 0 166324 0 0 0 PART I, LINE 1A THE PARTNERSHIP PROVIDES MEMBERSHIP TO THE BUFFALO CLUB FOR THE CHIEF EXECUTIVE OFFICER. PART I, LINE 4B THE CHIEF EXECUTIVE OFFICER PARTICIPATES IN A 457(B) PLAN SPONSORED BY BUFFALO NIAGARA PARTNERSHIP, INC. FORM 990, PART V, LINE 2B: 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, THOMAS KUCHARSKI, JESSICA COX, GREGORY DUVAL, KENNETH KUJAWA, DAVID SIMONS, KENT FREY, AND RON FERRI - BUSINESS RELATIONSHIPS; DOTTIE GALLAGHER AND TOM EMMERLING - BUSINESS RELATIONSHIP; DOTTIE GALLAGHER AND LYNNE MARIE FINN - BUSINESS RELATIONSHIP; DOTTIE GALLAGHER AND PATRICK KALER - BUSINESS RELATIONSHIP; DOUG BEAN AND RICHARD HAMISTER - BUSINESS RELATIONSHIP; DOUG BEAN AND JOYCE MARKIEWICZ - BUSINESS RELATIONSHIP; KEVIN CROSS AND LYNNE MARIE FINN - BUSINESS RELATIONSHIP. SATISH TRIPATHI, MICHAEL CROPP, JONATHAN DANDES, AND PATRICK ROCHE - BUSINESS RELATIONSHIPS; SATISH TRIPATHI, DONALD BOYD, AND EDWARD WALSH, JR. - BUSINESS RELATIONSHIPS; KIMBERLEY MINKEL AND DAVID NASCA - BUSINESS RELATIONSHIP. KIMBERLEY MINKEL, JONATHAN DANDES, DOTTIE GALLAGHER, AND PATRICK KALER - BUSINESS RELATIONSHIPS; KIMBERLEY MINKEL AND STEPHEN TUCKER - BUSINESS RELATIONSHIP; KIMBERLEY MINKEL, THOMAS KUCHARSKI, DOTTIE GALLAGHER, AND DAVID NASCA - BUSINESS RELATIONSHIPS; KIMBERELY MINKEL, SHEILA BROWN, AND JESSICA COX - 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 MANAGEMENT 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 79 PERRY STREET BUFFALO NY 14203 800367357 INSURANCE BROKER - NO ACTIVITY IN FISCAL 2024 NY 0 0 BUFFALO NIAGARA PARTNERSHIP BUFFALO NIAGARA PARTNERSHIP FOUNDATION 79 PERRY STREET BUFFALO NY 14203 160761958 SUPPORT PARTNERSHIP NY 501(C)(3) LINE 10 BUFFALO NIAGARA PARTNERSHIP 0 COMMITTEE FOR ECONOMIC GROWTH 79 PERRY STREET BUFFALO NY 14203 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 144419 FMV