2024-12-23T06:25:28-06:00 2024-09-30 141442607 BST & CO CPAS LLP 10 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2023-10-01 161521105 NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION NEWY 3153385818 99 OTIS STREET 2ND FLOOR ROME NY 13441 KEVIN OWENS PRESIDENT AND CEO 3153385818 2024-12-20 1 0 JEREMY COLE P00436330 5184596700 2024-12-20 2023 2024-10-15 13:58:12Z KEVIN OWENS 99 OTIS STREET 2ND FLOOR ROME NY 13441 112388102 0 X WWW.NYSTEC.COM X 1996 NY NYSTEC IS A NOT-FOR-PROFIT TECHNOLOGY CONSULTING COMPANY, ADVISING ORGANIZATIONS, AGENCIES, INSTITUTIONS, AND BUSINESSES. NYSTEC'S MISSION IS TO PROVIDE SUPERIOR CONSULTING SERVICES TO ASSIST STATE AND GOVERNMENT CLIENTS IN SUCCESSFULLY IDENTIFYING, DEFINING, ACQUIRING AND IMPLEMENTING TECHNOLOGY NEEDS. WE PROVIDE SERVICES THAT LEVERAGE THE TECHNOLOGY BASE IN NEW YORK STATE TO DEFINE, DEVELOP AND ENHANCE HIGH-TECH INNOVATION, KNOWLEDGE, AND CAPABILITIES THROUGHOUT GOVERNMENT AND INDUSTRY. 9 9 398 0 0 0 0 25000 91595757 100359264 1131797 2537238 750 0 92728304 102921502 557803 508296 0 0 48740537 55860596 0 0 0 31934220 36972219 81232560 93341111 11495744 9580391 79526557 91183295 19162884 19992270 60363673 71191025 X NYSTEC IS A NOT-FOR-PROFIT TECHNOLOGY CONSULTING COMPANY, ADVISING ORGANIZATIONS, AGENCIES, INSTITUTIONS, AND BUSINESSES. NYSTEC'S MISSION IS TO PROVIDE SUPERIOR ENGINEERING, MANAGEMENT AND CONSULTING SERVICES TO ASSIST STATE AND GOVERNMENT CLIENTS IN SUCCESSFULLY IDENTIFYING, DEFINING, ACQUIRING AND IMPLEMENTING TECHNOLOGY NEEDS. 0 0 77667641 508296 100359264 THE NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION PROVIDES CONSULTING SERVICES THAT LEVERAGE THE TECHNOLOGY BASE IN NEW YORK STATE, INCLUDING AIR FORCE RESEARCH LABORATORY RI DIRECTORATE, TO DEFINE AND DEVELOP NEW HIGH-TECH SOLUTIONS FOR CLIENTS THROUGHOUT GOVERNMENT AND INDUSTRY. 77667641 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 53 0 1 398 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X JASMINKA HUSIC 3153385818 99 OTIS STREET 2ND FLOOR ROME NY 13441 HEATHER DUSSAULT BOARD MEMBER 2.00 X 20190 0 0 SALEEM CHEEKS BOARD MEMBER 3.00 X 34584 0 0 MAUREEN O'BRIEN BOARD MEMBER 2.00 X 0 0 0 LISA MARRELLO BOARD MEMBER 4.00 X 33750 0 0 THOMAS TRISCARI BOARD MEMBER 5.00 X 34000 0 0 DONALD HANSON BOARD MEMBER 2.00 X 32864 0 0 WILLIAM PIRILLO BOARD CHAIR 6.00 X 47060 0 0 SCOTT MCCARTNEY BOARD MEMBER 5.00 X 35140 0 0 KIMBERLY BOYNTON BOARD MEMBER 2.00 X 0 0 0 KEVIN OWENS CEO & PRESIDENT 40.00 X 650976 0 51507 JASMINKA HUSIC CFO, DIRECTOR OF FINANCE A 40.00 X 251827 0 39694 GLINNESA GAILLIARD GENERAL COUNSEL 40.00 X 227914 0 32958 NICHOLAS ALGER DIRECTOR OF OPERATIONS 40.00 X 362972 0 43869 MARK ROMANO DIRECTOR OF BUSINESS DEVEL 40.00 X 283154 0 42748 RICHARD GREEN DIRECTOR OF SERVICE DELIVERY 40.00 X 263659 0 41003 CHARLES BARNES MANAGING DIRECTOR FO SERVICE DELIVERY 40.00 X 273837 0 41544 SHANNON KELLEY DIRECTOR OF STRATEGY 40.00 X 266033 0 28414 SARAH GOFF DIRECTOR OF SERVICE DELIVERY 40.00 X 213918 0 31747 PATRICK CORREIA DIRECTOR OF SERVICE DELIVERY 40.00 X 218242 0 34204 WILLIAM MCBRIDE PRACTICE LEADER 40.00 X 219078 0 24950 ROBERT ZEGLEN PRACTICE LEADER 40.00 X 225754 0 20458 BRADLEY DUERR DIRECTOR OF SERVICE DELIVERY 40.00 X 213401 0 33754 PHILIP FAZIO BOARD MEMBER (FORMER) 4.00 X 41166 0 0 3949519 0 466850 187 1 1 0 CLOUD AND THINGS 15 YARDLEY CT LOUDONVILLE NY 12211 TECHNOLOGY CONSULTING 3728745 GENESYS CONSULTING SERVICES 1 MARCUS BOULEVARD SUITE 102 ALBANY NY 12205 TECHNOLOGY CONSULTING 3279829 THEMESOFT INC 5151 HEADQUARTERS DR SUITE 210 PLANO TX 75024 TECHNOLOGY CONSULTING 2277163 SLIGO SOFTWARE SOLUTIONS INC 12 METRO PARK RD SUITE 112 ALBANY NY 12205 TECHNOLOGY CONSULTING 2149380 TOTAL QUALITY ASSOCIATES INC 20 CORPORATE WOODS BLVD ALBANY NY 12211 TECHNOLOGY CONSULTING 1822029 18 25000 25000 TECHNOLOGY CONSULTING 541900 100359264 100359264 100359264 2019401 2019401 9984437 9466600 517837 517837 517837 102921502 100359264 0 2537238 X 508296 508296 3190510 2561713 628797 42206653 33902671 8303982 3472530 2815245 657285 3945549 3198730 746819 3045354 2468925 576429 24422 24422 39318 39318 68563 68563 28190187 26603555 1586632 200211 200211 319309 247064 72245 177711 149195 28516 1455776 1164620 291156 1181266 789931 391335 519717 415774 103943 297251 237801 59450 SFT/HRDWARE, EQUIP/FURN 2150540 1724125 426415 MISCELLANEOUS 970138 321413 648725 PROVISION FOR BAD DEBTS 465987 465987 PROFESSIONAL DEVELOPMNT 446647 315801 130846 465176 242782 222394 93341111 77667641 15673470 0 4972413 4794869 26924378 31572020 24537776 27609532 1299730 1846897 4219185 1943189 2781281 2275996 12743163 17679026 1696077 1696986 4571739 3707969 79526557 91183295 14754403 16418962 4408481 3573308 19162884 19992270 X 60363673 71191025 60363673 71191025 79526557 91183295 X 9580391 1246052 909 X 0 1 X 1 1 1 X 25000 25000 60424721 61746912 75185010 91595757 100359264 389311664 60424721 61746912 75185010 91595757 100384264 389336664 0 0 0 389336664 48305 37703 92138 1074092 2019401 3271639 48305 37703 92138 1074092 2019401 3271639 26700 18434 1500 750 47384 60499726 61803049 75278648 92670599 102403665 392655687 0.99150 0.99600 0.00830 0.00380 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 26,700. 2020 AMOUNT: $ 18,434. 2021 AMOUNT: $ 1,500. 2022 AMOUNT: $ 750. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3879265 1717490 2161775 307696 198262 109434 32224 27437 4787 2275996 OPERATING LEASE LIABILITIES 3573308 3573308 X 104099900 1246052 909 1246961 102852939 68563 68563 102921502 93272548 0 93272548 68563 68563 93341111 PART X, LINE 2: THE CORPORATION FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE CORPORATION'S TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO TAX POSITION THAT REQUIRED ADJUSTMENTS IN ITS FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN (LOSS) ON INVESTMENT IN AFFILIATE 909. 1 ROME HEALTH FOUNDATION 107 EAST CHESTNUT STREET ROME NY 13440 161364515 501(C)(3) 201000 0 DONATION FOR NEW SURGICAL CENTER AND MOHAWK VALLEY GIVES (GENERAL PROGRAM SUPPORT) SUNY POLY FOUNDATION 100 SEYMOUR ROAD UTICA NY 13502 237412413 501(C)(3) 36000 0 DAY OF GIVING SPONSOR 2024 - $25K FUDNING FOR ENDOWED NYSTEC SCHOLARSHIP PLUS $10K ROBOTICS COMPETITION, WHICH WAS SWITCHED TO STEM PROGRAMMING FUNDING; $1K GENERAL PROGRAM SUPPORT TO LIFE INC 410 KENWOOD AVENUE DELMAR NY 12054 141808431 501(C)(3) 20100 0 GENERAL PROGRAM SUPPORT COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES 2608 GENESEE ST UTICA NY 13502 156016932 501(C)(3) 15100 0 ROME NY EMERGENCY RESPONSE FUND (GENERAL PROGRAM SUPPORT) OFFICE OF GENERAL SERVICES CORNING TOWER EMPIRE STATE PLAZA ALBANY NY 12242 146013200 OTHER 15000 0 PRIDE NIGHT AND DIWALI SPONSOR (GENERAL PROGRAM SUPPORT) PROJECT FIBONACCI FOUNDATION INC 7980 TURIN ROAD ANNEX ROME NY 13440 815327035 501(C)(3) 14000 0 2024 STEAM CONFERENCE AND MOHAWK VALLEY GIVES (GENERAL PROGRAM SUPPORT) MOHAWK VALLEY EDGE 584 PHOENIX DRIVE ROME NY 13441 160874637 501(C)(3) 12500 0 2024 SPRING SPEAKER AND LEADING EDGE AWARDS (GENERAL PROGRAM SUPPORT) THE COMMUNITY HOSPICE FOUNDATION 310 SOUTH MANNING BLVD ALBANY NY 12208 222692940 501(C)(3) 11600 0 RENSSELAER CO. CHARITY GOLF CLASSIC (GENERAL PROGRAM SUPPORT) ROME AREA CHAMBER OF COMMERCE 139 WEST DOMINICK ST ROME NY 13440 150431860 501(C)(3) 10600 0 BUSINESS ASSISTANCE FUND AND ANNUAL GOLF TOURNAMENT UNITED WAY OF ROME & WESTERN ONEIDA COUNTY PO BOX 674 ROME GA 30162 580665393 501(C)(3) 10000 0 GENERAL PROGRAM SUPPORT CAPITAL REGION VETERANS MEMORIAL INC PO BOX 2756 SCHENECTADY NY 12325 815221434 501(C)(3) 10000 0 THE LEGACY PROJECT (GENERAL PROGRAM SUPPORT) SAMUEL S STRATTON VA MEDICAL CENTER 113 HOLLAND AVE ALBANY NY 12208 741612229 OTHER 9950 0 HOMELESS PROGRAM AND ONCOLOGY PATIENTS SUPPORT PRIDE CENTER OF THE CAPITAL REGION (CAPITAL DISTRICT GAY & LESBIAN COMMUNIT 332 HUDSON AVE ALBANY NY 12210 141605106 501(C)(3) 8500 0 CAPITAL PRIDE RAINBOW SPONSORSHIP (GENERAL PROGRAM SUPPORT) AMERICAN CANCER SOCIETY PO BOX 10727 ROCHESTER NY 14610 131788491 501(C)(3) 8300 0 RELAY FOR LIFE PLATINUM SPONSOR (GENERAL PROGRAM SUPPORT) AMERICAN RED CROSS EASTERN NEW YORK REGION 33 EVERETT ROAD ALBANY NY 12205 530196605 501(C)(3) 8000 0 REAL HEROES 2024 AWARD SPONSOR (GENERAL PROGRAM SUPPORT) PEARLS OF THE CAPITAL REGION FOUNDATION INC PO BOX 5552 ALBANY NY 12205 824859944 501(C)(3) 6500 0 CHIPP PROGRAM (GENERAL PROGRAM SUPPORT) THE GENESIS GROUP CO SUNYIT 100 SEYMOUR RD UTICA NY 13502 300114808 501(C)(3) 6500 0 MOHAWK VALLEY GIVES AND GENERAL PROGRAM SUPPORT 15 2 X X X X X 0 1 0 0 0 0 0 0 0 KEVIN OWENS CEO & PRESIDENT 414808 0 225000 0 11168 0 45207 0 6300 0 702483 0 0 0 NICHOLAS ALGER DIRECTOR OF OPERATIONS 264692 0 96000 0 2280 0 31269 0 12600 0 406841 0 0 0 MARK ROMANO DIRECTOR OF BUSINESS DEVEL 221164 0 61000 0 990 0 25108 0 17640 0 325902 0 0 0 CHARLES BARNES MANAGING DIRECTOR FO SERVICE DELIVER 212087 0 61000 0 750 0 23904 0 17640 0 315381 0 0 0 RICHARD GREEN DIRECTOR OF SERVICE DELIVERY 206369 0 56000 0 1290 0 23363 0 17640 0 304662 0 0 0 SHANNON KELLEY DIRECTOR OF STRATEGY 204433 0 61000 0 600 0 23372 0 5042 0 294447 0 0 0 JASMINKA HUSIC CFO, DIRECTOR OF FINANCE A 195077 0 56000 0 750 0 22054 0 17640 0 291521 0 0 0 GLINNESA GAILLIARD GENERAL COUNSEL 181164 0 46000 0 750 0 20358 0 12600 0 260872 0 0 0 PATRICK CORREIA DIRECTOR OF SERVICE DELIVERY 178442 0 39500 0 300 0 19597 0 14607 0 252446 0 0 0 BRADLEY DUERR DIRECTOR OF SERVICE DELIVERY 174442 0 38500 0 459 0 19147 0 14607 0 247155 0 0 0 ROBERT ZEGLEN PRACTICE LEADER 186164 0 38000 0 1590 0 20458 0 0 0 246212 0 0 0 SARAH GOFF DIRECTOR OF SERVICE DELIVERY 174442 0 38500 0 976 0 19147 0 12600 0 245665 0 0 0 WILLIAM MCBRIDE PRACTICE LEADER 181164 0 37000 0 914 0 19908 0 5042 0 244028 0 0 0 PHILIP FAZIO BOARD MEMBER (FORMER) 40000 0 0 0 1166 0 0 0 0 0 41166 0 0 0 LISA MARRELLO BOARD MEMBER AND MANAGING PARTNER 64000 CONSULTING SERVICES AGREEMENT FOR BUSINESS DEVELOPMENT 1 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVES AND REVIEWS A COPY OF THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C REVIEW ANNUAL DISCLOSURE FORM 990, PART VI, SECTION B, LINE 15 NYSTEC HIRES AN HR CONSULTING COMPANY TO PREPARE A COMPENSATION STUDY FOR THE CEO, OFFICERS AND DIRECTORS, AND ALL OTHER EMPLOYEES. THE CONSULTING COMPANY WORKS FROM A SET OF ASSUMPTIONS (REVENUE SIZE, NUMBER OF EMPLOYEES, LOCATION, NOT-FOR-PROFIT STATUS, SERVICE AREA) TO DEVELOP A RELEVANT PEER GROUP IN ORDER TO COMPARE BASE COMPENSATION, INCENTIVES AND RETIREMENT CONTRIBUTIONS TO MARKET AVERAGE. RECOMMENDATIONS ARE MADE AS A RESULT OF THIS PROCESS, AND ADJUSTMENTS ARE DISCUSSED AND IMPLEMENTED. THE BOARD OF DIRECTORS APPROVES THE CEO SALARIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G SUBCONTRACTORS & CONSULTANTS: PROGRAM SERVICE EXPENSES 26,483,055. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,483,055. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 120,500. MANAGEMENT AND GENERAL EXPENSES 1,586,632. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,707,132. FORM 990, PART XI, LINE 9: GAIN ON INVESTMENT IN AFFILIATE 909. 99 OTIS STREET LLC 584 PHOENIX DRIVE ROME NY 13441 831489036 REAL ESTATE NY GRIFFISS LOCAL DEVELOPMENT CORPORATION N/A 909 3330810 0 1 0.45000 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 99 OTIS STREET LLC K 289536 CASH 99 OTIS STREET LLC D 3067586 ACTUAL AMOUNT