2026-05-14T13:44:06-05:00 2025-12-31 141555429 UHY ADVISORS NORTHEAST INC ONE HUDSON CITY CENTRE SUITE 204 HUDSON NY 12534 990 2025-01-01 460476778 THE CHAMBER FOUNDATION INC CHAM 8454541700 1 CIVIC CENTER PLAZA 400 POUGHKEEPSIE NY 12601 FRANK CASTELLA JR PRESIDENT & CEO 8454541700 2026-05-14 1 N THERESE WOLFE P00748483 5188281565 2026-05-14 2025 2025-03-06 01:10:19Z FRANK CASTELLA JR 1872111 0 X CHAMBERFDN.ORG X 2002 NY TO ASSIST THE DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE, INC. IN THE BUILDING AND SUPPORT OF A QUALIFIED WORKFORCE BY FOSTERING EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS, AND ALSO COORDINATING A WORKFORCE DEVELOPMENT PROGRAM THAT INSTRUCTS AND EDUCATES. 16 16 31 247 0 0 815226 797303 353156 441094 14094 15502 377044 351762 1559520 1605661 26500 32299 0 0 780637 1009112 0 0 512096 451637 520066 1258774 1561477 300746 44184 1627881 1749871 179660 222782 1448221 1527089 TO ASSIST THE DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE, INC. IN THE BUILDING AND SUPPORT OF A QUALIFIED WORKFORCE BY FOSTERING EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS, AND ALSO COORDINATING A WORKFORCE DEVELOPMENT PROGRAM THAT INSTRUCTS AND EDUCATES. 0 0 663468 182798 WORKFORCE PROGRAM: PROVIDES INCOME ELIGIBLE YOUTH AND ADULTS AGED 14-24 WITH TRAINING, EDUCATION, AND EMPLOYMENT SUPPORT WITH THE GOAL OF ESTABLISHING CAREER PATHWAYS IN ACCORDANCE WITH FEDERAL, STATE AND LOCAL PROGRAM GUIDELINES. 140 IN-SCHOOL AND OUT-OF-SCHOOL YOUTH & ADULTS WERE PROVIDED SERVICES TO IMPROVE 49938 225747 PROGRAMS DESIGNED TO BUILD THE LEADERSHIP QUALITIES OF YOUTH AND ADULTS IN THE HUDSON VALLEY COMMUNITY. 113 YOUTHS AND ADULTS WERE SERVED THROUGH VARIOUS LEADERSHIP PROGRAMS. 32299 32299 32549 OTHER PROGRAM SERVICES: TO FOSTER EDUCATIONAL OPPORTUNITES IN THE SERVICE AREA THROUGH THE ESTABLISHMENT OF SCHOLARSHIP PROGRAMS. SCHOLARSHIPS IN THE AMOUNT OF $32,299 WERE AWARDED TO INDIVIDUALS TO FURTHER THEIR ACADEMIC ENDEAVORS. FUNDRAISERS ARE HELD TO SUPPORT AND ENSURE THE CONTINUED AVAILABLITY OF THE FUNDS FOR SCHOLARSHIPS IN ADDITION TO TRANSFERS FROM SCHOLARSHIP ACCOUNTS. 14 SCHOLARSHIPS WERE AWARDED. 745705 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X CHRISTOPHER MCCORMACK 8454541700 ONE CIVIC CENTER PLAZA POUGHKEEPSIE NY 12601 STACI CUSSICK CHAIR 0.50 X X 0 0 0 MATTHEW MULLANEY VICE CHAIR 0.50 X X 0 0 0 DAVID ORCE TREASURER 0.50 X X 0 0 0 JANICE GREEN SECRETARY 0.50 X X 0 0 0 STEPHEN E DIAMOND OF COUNSEL 0.50 X X 0 0 0 DR DWIGHT BONK DIRECTOR 0.25 X 0 0 0 BRITTANY CATALDO DIRECTOR 0.25 X 0 0 0 ERIN CAFARELLI DIRECTOR 0.25 X 0 0 0 EMILY GAMBACORTA DIRECTOR 0.25 X 0 0 0 CHRISTINA MYERS DIRECTOR 0.25 X 0 0 0 JENNA KELLY DIRECTOR 0.25 X 0 0 0 REBECCA SIMPSON DIRECTOR 0.25 X 0 0 0 ROSS TRAPANI DIRECTOR 0.25 X 0 0 0 BROOK YOUNGWIRTH-BODIN DIRECTOR 0.25 X 0 0 0 BRANDI RIDER DIRECTOR 0.25 X 0 0 0 CHRISTOPHER MCCORMACK DIRECTOR OF FINANCE 30.00 10.00 X 99907 0 2498 FRANK CASTELLA JR CEO 10.00 40.00 X 0 180262 0 CHELSEA SCHWARZE COO 10.00 40.00 X 87693 0 2557 187600 180262 5055 0 0 1 0 0 299790 165000 332513 797303 LEADERSHIP PROGRAMS 611430 225747 225747 OTHER PROGRAMS 611430 215347 215347 441094 15502 15502 618212 299790 266450 351762 351762 1605661 441094 0 367264 32299 32299 187600 110684 61908 15008 693372 362235 119449 211688 25666 10544 6721 8401 102474 56871 20268 25335 46982 46982 43845 43845 19460 19460 6927 2816 1827 2284 37624 9521 11646 16457 65826 50488 6817 8521 6220 4213 892 1115 8546 855 3418 4273 15517 2511 5781 7225 22152 10158 2323 9671 SUPPLIES 178478 52362 126116 DIRECT CLIENT 18077 18077 EQUIPMENT REPAIR AND RE 10513 4411 2712 3390 MISCELLANEOUS 10195 7950 997 1248 29704 9710 11935 8059 1561477 745705 303676 512096 749219 656390 107433 260211 331490 324530 48780 79875 2269 5606 165169 93372 79195 71797 309385 351462 110 0 1627881 1749871 87673 80890 91987 136686 0 5206 179660 222782 X 1265532 1315090 182689 211999 1448221 1527089 1627881 1749871 44184 34684 0 X 0 1 X 1 0 X 510575 507486 508457 815226 790303 3132047 183301 255443 286699 377044 348962 1451449 649160 535761 562326 353156 450894 2551297 1343036 1298690 1357482 1545426 1590159 7134793 0 454340 303438 256423 275204 267374 1556779 454340 303438 256423 275204 267374 1556779 5578014 5315 5602 11733 14094 15502 52246 5315 5602 11733 14094 15502 52246 18207 18207 1348351 1304292 1387422 1559520 1605661 7205246 0.77420 0.73430 0.00730 0.00680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165169 93372 71797 71797 MANAGED POOLED MUTUAL FUNDS 351462 F 351462 DUE TO AFFILIATE 5206 5206 X 1640345 34684 34684 1605661 0 1605661 1561477 0 1561477 0 1561477 PART X, LINE 2: THE FOUNDATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLDUED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE FOUNDATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. PART X, LINE 2 THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO FISCAL 2018. BALLOON FESTIVAL 513700 60042 453658 124532 29619 GALA 169685 87755 81930 25511 43251 8 234617 151993 82624 43537 918002 299790 618212 150043 116407 266450 351762 0 SCHOLARSHIPS 14 32299 0 0 0 0 0 0 0 0 0 FRANK CASTELLA JR CEO 0 180262 0 0 0 0 0 0 0 0 0 180262 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DELEGATED SALARY IS PAID THROUGH AN UNRELATED THIRD PARTY - ETHAN ALLEN HR SERVICES (FORMERLY STAFF-LINE). THEY ALSO PROVIDE HUMAN RESOURCE SERVICES, AND W-2 REPORTING. PAYROLL TAXES ARE ALSO PAID BY ETHAN ALLEN HR SERVICES. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE BY-LAWS INDICATE MEMBERSHIP IS AUTHORIZED. DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE, INC. SHALL BE THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B ANY BY-LAWS ADOPTED BY THE BOARD MAY BE AMENDED OR REPEALED BY THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATIONS PROCESS TO REVIEW FORM 990 FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. AFTER REVIEW BY THE MANAGEMENT TEAM, AN ELECTRONIC COPY IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL. AFTER APPROVAL FROM THE BOARD AND MANAGEMENT TEAM FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SHALL BE REQUIRED TO SUBMIT TO THE SECRETARY, PRIOR TO INITIAL ELECTION TO THE BOARD, A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. OFFICERS, KEY EMPLOYEES AND BOARD MEMBERS SHALL ANNUALLY SUBMIT A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT NOT MORE THAN 30 DAYS FROM THE START OF THE CALENDAR YEAR. FAILURE TO SIGN SUCH A STATEMENT WILL RESULT IN A SUSPENSION FROM THE BOARD UNTIL THE STATEMENT IS SIGNED. THOSE BOARD MEMBERS WHO BELIEVE UNDER THE FOLLOWING CIRCUMSTANCES THEY MAY HAVE A CONFLICT OF INTEREST MUST IMMEDIATELY CONTACT THE CHIEF FINANCIAL OFFICER OF DCRCOC: A) UPON FINDING THAT SUCH BOARD MEMBER OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS AN INTEREST OR POSSIBLE INTEREST IN AN ENTERPRISE OR TRANSACTION THAT CREATES, OR MIGHT CREATE, A POSSIBLE CONFLICT OF INTEREST; B) UPON ENTERING INTO ANY RELATIONSHIP THAT MIGHT INVOLVE A CONFLICT OF INTEREST WITH, OR CAUSE EMBARRASSMENT TO, DCRCOC; C) UPON LEARNING THAT ANOTHER BOARD MEMBER OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS AN INTEREST OR POSSIBLE INTEREST IN AN ENTERPRISE OR TRANSACTION THAT CREATES, OR MIGHT CREATE, A POSSIBLE CONFLICT OF INTEREST; OR D) SUBSEQUENT TO SIGNING THE POLICY, IF ANY CIRCUMSTANCES NOTED ABOVE HAVE OCCURED. E) UPON BEING NOTIFIED, THE CHIEF FINANCIAL OFFICER SHALL PROVIDE SAID INFORMATION TO THE EXECUTIVE COMMITTEE OF THE DCRCOC, WHO WILL REVIEW SAID INFORMATION, AND IF NECESSARY REFER THE MATTER TO THE BOARD COUNSEL AS WHETHER REASONABLE CAUSE EXISTS TO CONCLUDE A CONFLICT OF INTEREST EXISTS. BOARD COUNSEL SHALL REVIEW AND ADVISE THE EXECUTIVE COMMITTEE ON THE MATTER, WHO SHALL REPORT TO THE BOARD OF DIRECTORS. ACTION OF THE BOARD OF DIRECTORS. ANY STAFF OR BOARD MEMBER WHO HAS, MIGHT HAVE, OR HAS DISCLOSED, A POTENTIAL CONFLICT OF INTEREST TO WHICH SHALL HAVE BEEN CONFIRMED BY INDEPENDENT LEGAL COUNSEL SHALL, WHERE APPROPRIATE, AT THE DIRECTION OF THE EXECUTIVE COMMITTEE, TAKE NO PART IN THE BOARD OR COMMITTEE DELIBERATIONS OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT. HOWEVER, THE BOARD MAY REQUEST THAT THE PERSON WITH CONFLICT OF INTEREST PRESENT INFORMATION AS TO BACKGROUND OR ANSWER QUESTIONS AT A COMMITTEE OR BOARD MEETING PRIOR TO THE COMMENCEMENT OF THE DELIBERATIONS OR VOTING. SAID PERSON SHALL NOT ATTEMPT TO IMPROPERLY INFLUENCE THE DELIBERATIONS, DECISION-MAKING OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT. THE BOARD SHALL DIRECT THE CHIEF FINANCIAL OFFICER OR OTHER APPROPRIATE PERSON TO DOCUMENT THE EXISTENCE AND RESOLUTION OF THE CONFLICT, INCLUDING IN THE MEETING MINUTES, AT WHICH THE CONFLICT WAS DISCUSSED OR VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PACKAGE OF THE PRESIDENT/CEO AND EXECUTIVE VP/CFO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, ACTING ON BEHALF OF THE BOARD OF DIRECTORS, CONSIDERS THE OVERALL FINANCIAL AND OPERATIONAL PERFORMANCE OF THE CHAMBER TO DETERMINE IF A SALARY INCREASE IS MERITED. THIS OCCURS ANNUALLY BASED ON THE HIRE DATE ANNIVERSARY AND WAS LAST REVIEWED IN MARCH OF 2021. FOR TOP MANAGEMENT OFFICIALS, THE PRESIDENT & CEO AND EXECUTIVE VICE PRESIDENT & CFO CONDUCT AN INFORMAL SEMI-ANNUAL PERFORMANCE ASSESSMENT AND ANNUALLY CONDUCTS A WRITTEN PERFORMANCE ASSESSMENT OF TOP MANAGEMENT PERSONNEL. CONSIDERATION IS GIVEN TO THE PERSONS'S COMMITTMENT, SKILLS, LENGTH OF SERVICE AND OVERALL CONTRIBUTIONS TO THE CHAMBER SERVICE AND FINANCIAL GOALS, AS WELL AS THE CHAMBER'S OPERATING BUDGET AND OVERALL ECONOMIC OUTLOOK. THE ANNIVERSARY HIRE DATE OF THE PERSON IS THE REVIEW DATE AND REVIEWS HAVE BEEN PERFORMED ACCORDINGLY DURING 2021. THE FINANCE COMMITTEE THEN REVIEWS AND REFERS THE OPERATING BUDGET TO THE BOARD FOR APPROVAL, AND RECOMMENDATIONS ARE MADE DURING THE BUDGET PROCESS AS TO SALARIES AND OTHER BENEFITS. DOCUMENTATION OF THE BUDGET REVIEW AND APPROVAL PROCESS IS PROVIDED THROUGH MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADDRESS. DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE ONE CIVIC CENTER PLAZA POUGHKEEPSIE NY 12601 140978000 BUSINESS ADVOCATE NY 501(C)(6) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 DC REGIONAL CHAMBER OF COMMERCE E 5206 COST DC REGIONAL CHAMBER OF COMMERCE O 180262 COST