Civic Intelligence

United University Professions Benefit Trust Fund

990 • Fiscal year 2011 • EIN 14-1742655

Apr 01, 2010 to Mar 31, 2011 • Filed on Oct 28, 2011

Organization ProfileWWW.UUPINFO.ORG
PO Box 1514312112
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.19x

Higher debt load relative to assets than 45% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

42nd percentile

1.2%

Faster asset growth than 42% of similar nonprofits.

2011 filings • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$21,356,369

Up $248,005 (+1.2%) from 2010

Net Assets

Down

$17,311,364

Down $300,444 (-1.7%) from 2010

Liabilities

Up

$4,045,005

Up $548,449 (+16%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$30,959,822

Up $3,961,039 (+15%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $21,108,364Liabilities 2010: $3,496,556Net Assets 2010: $17,611,8082010Assets 2011: $21,356,369Liabilities 2011: $4,045,005Net Assets 2011: $17,311,3642011Assets 2012: $21,241,701Liabilities 2012: $4,247,136Net Assets 2012: $16,994,5652012Assets 2013: $20,966,424Liabilities 2013: $4,181,397Net Assets 2013: $16,785,0272013Assets 2014: $22,922,086Liabilities 2014: $4,064,195Net Assets 2014: $18,857,8912014Assets 2015: $27,071,310Liabilities 2015: $3,905,258Net Assets 2015: $23,166,0522015Assets 2016: $30,487,843Liabilities 2016: $4,504,996Net Assets 2016: $25,982,8472016Assets 2017: $35,384,438Liabilities 2017: $4,333,959Net Assets 2017: $31,050,4792017Assets 2018: $40,947,496Liabilities 2018: $4,284,722Net Assets 2018: $36,662,7742018Assets 2019: $48,302,986Liabilities 2019: $4,277,216Net Assets 2019: $44,025,7702019Assets 2020: $55,666,946Liabilities 2020: $4,228,926Net Assets 2020: $51,438,0202020Assets 2021: $70,737,004Liabilities 2021: $4,097,821Net Assets 2021: $66,639,1832021Assets 2022: $81,922,697Liabilities 2022: $4,292,350Net Assets 2022: $77,630,3472022Assets 2023: $88,844,424Liabilities 2023: $4,726,749Net Assets 2023: $84,117,6752023Assets 2024: $103,776,145Liabilities 2024: $4,799,440Net Assets 2024: $98,976,7052024Assets 2025: $117,351,820Liabilities 2025: $5,120,205Net Assets 2025: $112,231,6152025

Highlighted filing

2011

Assets$21,356,369
Liabilities$4,045,005
Net Assets$17,311,364
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2010: $26,998,7832010Expenses 2011: $30,959,8222011Expenses 2012: $32,669,6762012Expenses 2013: $32,160,6442013Revenue 2014: $32,211,351Expenses 2014: $29,990,009Net Income 2014: $2,221,3422014Revenue 2015: $33,629,772Expenses 2015: $29,253,256Net Income 2015: $4,376,5162015Revenue 2016: $35,480,907Expenses 2016: $31,959,198Net Income 2016: $3,521,7092016Revenue 2017: $36,891,641Expenses 2017: $32,026,715Net Income 2017: $4,864,9262017Revenue 2018: $38,183,461Expenses 2018: $32,697,633Net Income 2018: $5,485,8282018Revenue 2019: $40,531,233Expenses 2019: $33,169,649Net Income 2019: $7,361,5842019Revenue 2020: $42,302,414Expenses 2020: $34,228,928Net Income 2020: $8,073,4862020Revenue 2021: $45,477,404Expenses 2021: $33,750,648Net Income 2021: $11,726,7562021Revenue 2022: $45,334,954Expenses 2022: $33,016,885Net Income 2022: $12,318,0692022Revenue 2023: $43,544,393Expenses 2023: $33,779,405Net Income 2023: $9,764,9882023Revenue 2024: $46,898,862Expenses 2024: $36,175,096Net Income 2024: $10,723,7662024Revenue 2025: $51,415,294Expenses 2025: $38,711,046Net Income 2025: $12,704,2482025

Highlighted filing

2011

Revenue-
Expenses$30,959,822
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2010 to Mar 31, 2011
Signed
Oct 28, 2011
Return Version
2010v3.4
Gross Receipts
$43,972,061
Mission and Program Overview

Mission

The plan was established pursuant to the provisions of an agreement & declaration of trust between the united university professions & the board of trustees. The plan provides dental, optical, life insurance & tuition scholarship benefits to participants & their covered dependents.

Filing and Contact Details

Filer

EIN
14-1742655
Raw XML AppendixShowing 400 of 508 raw XML fields

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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs43425
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs50
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0171474
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1172385
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2148314
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs353682
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs4256579
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs517614
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THE FORM 990 WAS PRESENTED TO THE BTF TRUSTEES BY EMAIL PRIOR TO FILING. THE ACCOUNTING DEPT., IN CONSULTATION WITH THE AUDITORS, REVIEWED THE 990 AND FINANCIAL STATEMENTS WITH THE TRUSTEES. THE TRUSTEES REPLY WITH THEIR APPROVAL OF THE 990.
IRS990ScheduleO/GeneralExplanation/Explanation1THE OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. IF POTENTIAL CONFLICTS ARE REPORTED, SPECIFIC GUIDELINES ARE IMPLEMENTED FOR EACH INDIVIDUAL CASE.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BENEFIT TRUST FUND (BTF) HAS ENTERED INTO AN EXPENSE ALLOCATION AGREEMENT WITH UNITED UNIVERSITY PROFESSIONS (UUP), A RELATED PARTY. THE BTF PAYS UUP FOR SHARED ADMINISTRATIVE EXPENSES, INCLUDING SALARIES AND BENEFITS. UUP HAS A PROCESS FOR REVIEWING THE OFFICERS' SALARIES WHICH IS FURTHER DESCRIBED ON SCHEDULE J AND UUP'S FORM 990. THE COMPENSATION STRUCTURE OF UUP IS AS FOLLOWS: UUP PAYS SEVERAL OFFICERS & TRUSTEES A STIPEND, AND SOME ALSO RECEIVE A LIVING ALLOWANCE AND A PENSION PAYMENT. ALL OF THESE ITEMS ARE REPORTED ON UUP'S FORM W-2. THE OFFICERS & TRUSTEES ARE ALSO PAID A SALARY AND NON-TAXABLE BENEFITS BY THE STATE UNIVERSITY OF NEW YORK (SUNY). THE SALARIES PAID BY SUNY ARE REPORTED ON A W-2 FROM NY STATE. UUP REIMBURSES NY STATE THE ENTIRE SUNY SALARY AND NON-TAXABLE BENEFITS FOR THOSE INDIVIDUALS BECAUSE THESE INDIVIDUALS' TIME IS SPENT ON UUP-RELATED BUSINESS MATTERS. NY STATE IS AN UNRELATED PARTY TO UUP; HOWEVER, SINCE UUP REIMBURSES NY STATE FOR THE ENTIRE SUNY SALARY, THE SUNY SALARY IS TREATED AS HAVING BEEN PAID BY UUP FOR 990 PURPOSES. COLUMN D OF PART VII OF THE 990 CONTAINS THE TOTAL OF THE OFFICERS & TRUSTEES FORMS W-2 FROM BOTH UUP & NY STATE. COLUMN F OF PART VII OF THE 990 CONTAINS THE TOTAL NON-TAXABLE BENEFITS PAID BY NY STATE.
IRS990ScheduleO/GeneralExplanation/Explanation3ALL DOCUMENTS ARE MAINTAINED IN THE OFFICE FOR INSPECTION AND REVIEW.
IRS990ScheduleO/GeneralExplanation/Explanation4THE BENEFIT TRUST FUNDS OFFICERS AND TRUSTEES TIME IS ALLOCATED BETWEEN THE FOLLOWING RELATED ORGANIZATIONS: PHILLIP SMITH, FREDERICK FLOSS, JOHN MARINO, EILEEN LANDY, EACH: -UNITED UNIVERSITY PROFESSIONS- 40 HOURS PER WEEK. -UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND- 3 HOURS PER WEEK. -UUP MEMBER SERVICES TRUST FUND- 1 HOUR PER WEEK. ROWENA BLACKMAN-STROUD: -UNITED UNIVERSITY PROFESSIONS- 16 HOURS PER WEEK. -UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND- 4 HOURS PER WEEK. -UUP MEMBER SERVICES TRUST FUND- 1 HOUR PER WEEK. EDWARD QUINN: -UNITED UNIVERSITY PROFESSIONS- 16 HOURS PER WEEK. -UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND- 4 HOURS PER WEEK. -UUP MEMBER SERVICES TRUST FUND- 2 HOUR PER WEEK.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 596,337.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1ESTIMATED AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS:
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier3OVERSIGHT OF THE AUDIT:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (C),
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII, LINE 2C:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10800 TROY SCHENECTADY RD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 15143
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0LATHAM
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1ALBANY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode012110
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode112212
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0141537599
IRS990ScheduleR/Form990ScheduleRPartII/EIN1205565657
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(5)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NY
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1NY
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10UNITED UNIVERSITY PROFESSIONS
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11UUP MEMBER SERVICES TRUST FUND
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0IMPROVING EMPLOYMENT CONDITIONS FOR STAFF OF STATE UNIVERSITY OF NY.

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,356,369
Liabilities
$4,045,005
Net assets
$17,311,364
Revenue
-
Expenses
$30,959,822
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$5.12$112$51.4$38.7$12.7
2024Summary only. Only limited summary data is available for this year.$104$4.80$99.0$46.9$36.2$10.7
2023Summary only. Only limited summary data is available for this year.$88.8$4.73$84.1$43.5$33.8$9.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.9$4.29$77.6$45.3$33.0$12.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.7$4.10$66.6$45.5$33.8$11.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.7$4.23$51.4$42.3$34.2$8.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.3$4.28$44.0$40.5$33.2$7.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$4.28$36.7$38.2$32.7$5.49
2017Summary only. Only limited summary data is available for this year.$35.4$4.33$31.1$36.9$32.0$4.86
2016Detailed filing. Detailed filing data is available for this year.$30.5$4.50$26.0$35.5$32.0$3.52
2015Detailed filing. Detailed filing data is available for this year.$27.1$3.91$23.2$33.6$29.3$4.38
2014Detailed filing. Detailed filing data is available for this year.$22.9$4.06$18.9$32.2$30.0$2.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$4.18$16.8$32.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.2$4.25$17.0$32.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.4$4.05$17.3$31.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$3.50$17.6$27.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)5 • $25M-$50M nonprofits