2026-07-15T16:35:40-05:00 2025-12-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2025-01-01 842984452 NEW YORK STATE ENERGY COALITION INC NEWY 2126951380 200 PARKWAY DRIVE SOUTH SUITE 202 HAUPPAUGE NY 11788 ROCCO LACERTOSA CEO 2126951380 2026-07-14 1 AARON FOX P01365820 2125038800 2026-07-14 2025 2025-03-06 01:10:19Z ROCCO LACERTOSA 200 PARKWAY DRIVE SOUTH SUITE 202 HAUPPAUGE NY 11788 1932061 0 X NYSECNOW.ORG X 2016 NY TO EDUCATE AND PROMOTE THE BENEFITS OF OIL HEAT TO CONSUMERS. 20 20 1 20 0 0 60875 235000 904913 875004 73211 65145 26401 90650 1065400 1265799 29960 13467 0 0 223886 224344 0 0 0 1190572 1161174 1444418 1398985 -379018 -133186 1971461 1775438 248780 166065 1722681 1609373 X TO CREATE, FORM AND ESTABLISH AN ORGANIZATION TO PROMOTE, FOSTER, AND ADVANCE THE LEGISLATIVE INTERESTS OF THE HOME HEATING OIL INDUSTRY, TO PROMOTE PUBLIC UNDERSTANDING, ACCEPTANCE AND USE OF HOME HEATING OIL BY PROMOTING RESEARCH, DEVELOPMENT AND IMPROVEMENT OF OIL HEAT TECHNOLOGIES, PRODUCTION, MARKETING AND DELIVERY. 0 0 TO CREATE, FORM AND ESTABLISH AN ORGANIZATION TO PROMOTE, FOSTER, AND ADVANCE THE LEGISLATIVE INTERESTS OF THE HOME HEATING OIL INDUSTRY, TO PROMOTE PUBLIC UNDERSTANDING, ACCEPTANCE AND USE OF HOME HEATING OIL BY PROMOTING RESEARCH, DEVELOPMENT AND IMPROVEMENT OF OIL HEAT TECHNOLOGIES, PRODUCTION, MARKETING AND DELIVERY. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 1 1 0 1 1 1 0 0 0 0 1 1 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 NY X ROCCO J LACERTOSA - CEO 2126951380 200 PARKWAY DRIVE SOUTH SUITE 202 HAUPPAUGE NY 11788 ALLAN COHN DIRECTOR 1.00 X 0 0 0 ALLISON HEANEY VICE PRESIDENT 1.00 X X 0 0 0 ANTHONY GALLO DIRECTOR 1.00 X 0 0 0 ANTHONY MILANESE SECRETARY (UNTIL 11/18/25)) 1.00 X X 0 0 0 BRUCE FUHRMANN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER FAZIO SECRETARY (AS OF 12/3/25) 1.00 X X 0 0 0 DANIEL VESSIO DIRECTOR 1.00 X 0 0 0 DENNIS TRAINA JR TREASURER 1.00 X X 0 0 0 EDWARD GOMEZ DIRECTOR 1.00 X 0 0 0 JACKIE HART DIRECTOR 1.00 X 0 0 0 JODY MCNULTY DIRECTOR 1.00 X 0 0 0 JOHN MCCONVILLE DIRECTOR 1.00 X 0 0 0 JUDY DELANEY DIRECTOR 1.00 X 0 0 0 JOHN KNEIF DIRECTOR 1.00 X 0 0 0 KENT FUHRMANN DIRECTOR 1.00 X 0 0 0 PETER SCHILDWACHTER DIRECTOR 1.00 X 0 0 0 RAYMOND A HART PRESIDENT 1.00 X X 0 0 0 STEVEN LEVY DIRECTOR 1.00 X 0 0 0 TOM MAGNO DIRECTOR 1.00 X 0 0 0 VINCENT ALLEGRETTI DIRECTOR 1.00 X 0 0 0 VINCENT THEURER PAST PRESIDENT 1.00 X X 0 0 0 ROCCO J LACERTOSA CHIEF EXECUTIVE OFFICER 40.00 X 176919 0 19770 176919 0 19770 1 0 1 0 0 235000 235000 MEMBERSHIP DUES 900099 705144 705144 SPECIAL EVENTS 900099 86870 86870 PROGRAM FEES 900099 62090 62090 MEMBER MEETINGS 900099 20900 20900 875004 65964 65964 665443 666262 -819 -819 -819 AEC REFUND 541610 70050 70050 REVENUE SHARE 900099 18820 18820 MISCELLANEOUS INCOME 900099 1780 1780 90650 1265799 965654 0 65145 13467 196289 13200 14855 89000 64400 578333 92523 7511 24668 86556 29288 961 15982 PROXY TAX 81496 LABOR NEGOTIATIONS 40572 MEMBERSHIP DUES 12855 37029 1398985 95382 16995 659969 488516 2970 13524 24958 21116 0 3842 1062510 1124852 150630 127709 1971461 1775438 94478 66422 16848 0 137454 99643 248780 166065 X 1722681 1609373 1722681 1609373 1971461 1775438 -133186 19878 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 705144 578333 578333 578333 23671 19829 3842 1287 1287 0 3842 DUE FROM AFFILIATES 28383 RIGHT-OF-USE ASSETS 95207 SECURITY DEPOSITS 4119 127709 LEASE LIABILITY 99643 99643 X 1227256 19878 -58421 -38543 1265799 0 1265799 1340564 0 1340564 58421 58421 1398985 PART X, LINE 2: THE COALITION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY U.S. GAAP. AS OF DECEMBER 31, 2025, THE COALITION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CAMPAIGN EXPENSES NETTED AGAINST REVENUE -58,421. PART XII, LINE 4B - OTHER ADJUSTMENTS: CAMPAIGN EXPENSES NETTED WITH REVENUE 58,421. X 0 0 0 ROCCO J LACERTOSA CHIEF EXECUTIVE OFFICER 176919 0 0 0 0 0 8846 0 10924 0 196689 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON, CORPORATION, LIMITED LIABILITY COMPANY, OR OTHER ENTITY, OTHER THAN A PUBLIC UTILITY, WHICH SELLS ENERGY PRODUCTS AND SERVICES TO THE GENERAL PUBLIC, OR WHICH SELLS ENERGY RELATED PRODUCTS AND SERVICES TO SUCH PERSON, CORPORATIONS, LIMITED LIABILITY COMPANIES OR OTHER ENTITIES, MAY BE ELIGIBLE TO JOIN THE ASSOCIATION AS A MEMBER OF ONE TIER OF MEMBERSHIP ONLY, WITH EACH TIER OF MEMBERSHIP HAVING ITS OWN DUES STRUCTURE AS MAY BE DESIGNATED BY THE BOARD OF DIRECTORS OF THE ASSOCIATION. THE FOLLOWING ARE THE TIERS OF MEMBERSHIP (I. FULL, II. WHOLESALE, III. TERMINAL, IV. TRANSPORTER, V. HVAC-PLUMBING, & VI. ASSOCIATE MEMBERSHIP.) IN THE ASSOCIATION, WITH TIER I BEING THE HIGHEST TIER VI BEING THE LOWEST. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE SHALL NOMINATE CANDIDATES FOR OFFICE AND MEMBERS OF THE BOARD TO SUCCEED THOSE WHOSE TERMS EXPIRE ON JUNE 30TH, AND SHALL ALSO NOMINATE CANDIDATES TO FILL VACANCIES ON THE BOARD OF DIRECTORS OCCASIONED BY DEATH, REMOVAL OR RESIGNATION OF ANY DIRECTOR WHOSE TERM IS UNEXPIRED. THE NOMINATING COMMITTEE SHALL SUBJECT TO BOARD APPROVAL, DELIVER A LIST OF CANDIDATES TO THE CHIEF EXECUTIVE OFFICER AT LEAST THIRTY (30) PRIOR TO THE ANNUAL MEMBERSHIP MEETING, AND SAID LIST SHALL BE SENT TO ALL MEMBERS ENTITLED TO VOTE TOGETHER WITH REGULAR NOTICE OF SAID MEETING. ALL OTHER CANDIDATES MAY BE NOMINATED BY A WRITTEN INSTRUMENT SIGNED BY AT LEAST TEN (10) VOTING MEMBERS OF THE ASSOCIATION AND DELIVERED TO THE CHIEF EXECUTIVE OFFICER AT LEAST TEN (10) DAYS BEFORE THE MEETING. THE CHIEF EXECUTIVE OFFICER SHALL CAUSE A LIST OF ALL SUCH NOMINATED CANDIDATES TO BE SENT TO EACH VOTING MEMBER OF THE ASSOCIATION AT LEAST FIVE (5) DAYS PRIOR TO MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE FINANCE CONSULTANTS, THE CEO AND THE BOARD'S FINANCE COMMITTEE AND THEN SENT TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, NEW YORK STATE ENERGY COALITION INC. REQUIRES EACH OFFICERS, DIRECTORS & TRUSTEES MUST COMPLETE A QUESTIONNAIRE TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. COMPLETED QUESTIONNAIRES ARE THEN REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, NEW YORK STATE ENERGY COALITION INC. BOARD REVIEWS AND EVALUATES MANAGEMENT'S PERFORMANCE. DURING THE EVALUATION PROCESS COMPENSATION FOR THE NEXT PERIOD IS DETERMINED. FORM 990, PART VI, SECTION C, LINE 19 NEW YORK STATE ENERGY COALITION INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.