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THE DALE ASSOCIATION, INC.

Company Details

Name: THE DALE ASSOCIATION, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 13 Apr 1962 (63 years ago)
Entity Number: 146878
ZIP code: 14094
County: Niagara
Place of Formation: New York
Address: BEWLEY BUILDING, SUITE 315, LOCKPORT, NY, United States, 14094

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE DALE ASSOCIATION, INC. 401K PLAN 2023 160863230 2024-07-10 THE DALE ASSOCIATION, INC. 51
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2024-07-10
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2022 160863230 2023-06-08 THE DALE ASSOCIATION, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2023-06-08
Name of individual signing SARAH LEVANDUSKI-SURDEL
THE DALE ASSOCIATION, INC. 401K PLAN 2021 160863230 2022-07-26 THE DALE ASSOCIATION, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2020 160863230 2021-07-15 THE DALE ASSOCIATION, INC. 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2021-07-15
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2019 160863230 2020-07-10 THE DALE ASSOCIATION, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2020-07-10
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2018 160863230 2019-04-22 THE DALE ASSOCIATION, INC. 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2019-04-22
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2017 160863230 2018-07-06 THE DALE ASSOCIATION, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2018-07-06
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2016 160863230 2017-07-14 THE DALE ASSOCIATION, INC. 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2017-07-14
Name of individual signing MAUREEN A. WENDT
THE DALE ASSOCIATION, INC. 401K PLAN 2015 160863230 2016-07-27 THE DALE ASSOCIATION, INC. 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 33 ONTARIO STREET, LOCKPORT, NY, 14094
THE DALE ASSOCIATION, INC. 401K PLAN 2014 160863230 2015-04-09 THE DALE ASSOCIATION, INC. 105
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 813000
Sponsor’s telephone number 7164334440
Plan sponsor’s address 315 BEWLEY BUILDING, LOCKPORT, NY, 14094

Signature of

Role Plan administrator
Date 2015-04-09
Name of individual signing MAUREEN A. WENDT

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent BEWLEY BUILDING, SUITE 315, LOCKPORT, NY, United States, 14094

Agent

Name Role Address
N/A: THE CORP. Agent 33 ONEARIO ST., LOCKPORT, NY, 14094

Filings

Filing Number Date Filed Type Effective Date
951102000282 1995-11-02 CERTIFICATE OF AMENDMENT 1995-11-02
C070828-2 1989-10-31 ASSUMED NAME CORP INITIAL FILING 1989-10-31
A620887-6 1979-11-14 CERTIFICATE OF AMENDMENT 1979-11-14
A411116-5 1977-06-28 CERTIFICATE OF AMENDMENT 1977-06-28
321631 1962-04-13 CERTIFICATE OF INCORPORATION 1962-04-13

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
16-0863230 Corporation Unconditional Exemption 33 ONTARIO ST, LOCKPORT, NY, 14094-2815 1968-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 1592252
Income Amount 2964594
Form 990 Revenue Amount 2932197
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201512
Filing Type P
Return Type 990T
File View File
Organization Name DALE ASSOCIATION INC
EIN 16-0863230
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9240187100 2020-04-15 0296 PPP 33 Ontario Street, Lockport, NY, 14094
Loan Status Date 2021-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 270300
Loan Approval Amount (current) 270300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lockport, NIAGARA, NY, 14094-1000
Project Congressional District NY-24
Number of Employees 42
NAICS code 621420
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 272943.76
Forgiveness Paid Date 2021-04-19
8229958303 2021-01-29 0296 PPS 33 Ontario St, Lockport, NY, 14094-2815
Loan Status Date 2021-02-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 270360
Loan Approval Amount (current) 270360
Undisbursed Amount 0
Franchise Name -
Lender Location ID 46391
Servicing Lender Name Manufacturers and Traders Trust Company
Servicing Lender Address One M & T Plaza, 15th Fl, BUFFALO, NY, 14203
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lockport, NIAGARA, NY, 14094-2815
Project Congressional District NY-24
Number of Employees 35
NAICS code 813410
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 46391
Originating Lender Name Manufacturers and Traders Trust Company
Originating Lender Address BUFFALO, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 273848.76
Forgiveness Paid Date 2022-05-19

Motor Carrier Census

USDOT Number Carrier Operation MCS-150 Form Date MCS-150 Mileage MCS-150 Year Power Units Drivers Operation Classification
967215 Intrastate Non-Hazmat - 0 - 1 1 Private(Property)
Legal Name THE DALE ASSOCIATION INC
DBA Name -
Physical Address 315 BEWLEY BUILDING, LOCKPORT, NY, 14094, US
Mailing Address 315 BEWLEY BUILDING, LOCKPORT, NY, 14094, US
Phone -
Fax -
E-mail -

Safety Measurement System - All Transportation

Total Number of Inspections for the measurement period (24 months) 0
Driver Fitness BASIC Serious Violation Indicator No
Vehicle Maintenance BASIC Acute/Critical Indicator No
Unsafe Driving BASIC Acute/Critical Indicator No
Driver Fitness BASIC Roadside Performance measure value 0
Hours-of-Service (HOS) Compliance BASIC Roadside Performance measure value 0
Total Number of Driver Inspections for the measurment period 0
Vehicle Maintenance BASIC Roadside Performance measure value 0
Total Number of Vehicle Inspections for the measurement period 0
Controlled Substances and Alcohol BASIC Roadside Performance measure value 0
Unsafe Driving BASIC Roadside Performance Measure Value 0
Number of inspections with at least one Driver Fitness BASIC violation 0
Number of inspections with at least one Hours-of-Service BASIC violation 0
Total Number of Driver Inspections containing at least one Driver Out-of-Service Violation 0
Number of inspections with at least one Vehicle Maintenance BASIC violation 0
Total Number of Vehicle Inspections containing at least one Vehicle Out-of-Service violation 0
Number of inspections with at least one Controlled Substances and Alcohol BASIC violation 0
Number of inspections with at least one Unsafe Driving BASIC violation 0

Date of last update: 18 Mar 2025

Sources: New York Secretary of State