Civic Intelligence

United University Professions Benefit Trust Fund

990 • Fiscal year 2016 • EIN 14-1742655

Apr 01, 2015 to Mar 31, 2016 • Filed on Jan 20, 2017

Organization ProfileWWW.UUPINFO.ORG
PO Box 15143Albany, NY 12112

(518) 640-6600

Siviq Scores

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

Liabilities / Assets

56th percentile

0.15x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.13x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Net Margin

60th percentile

9.9%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$185,350

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

5.5%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$30,487,843

Up $3,416,533 (+13%) from 2015

Net Assets

Up

$25,982,847

Up $2,816,795 (+12%) from 2015

Liabilities

Up

$4,504,996

Up $599,738 (+15%) from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin60th percentile

Revenue

Up

$35,480,907

Up $1,851,135 (+5.5%) from 2015

Expenses

Up

$31,959,198

Up $2,705,942 (+9.3%) from 2015

Net Income

Down

$3,521,709

Down $854,807 (-20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2016

Assets$30,487,843
Liabilities$4,504,996
Net Assets$25,982,847
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

2016

Revenue$35,480,907
Expenses$31,959,198
Net Income$3,521,709
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jan 20, 2017
Return Version
2015v3.0
Gross Receipts
$45,466,047
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.

Provides dental, optical, life insurance & tuition scholarship benefits to participants & their covered dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,166,052$25,982,847▲ $2,816,795
Investments in Publicly Traded Securities$13,614,236$19,602,361▲ $5,988,125
Investments Other Securities$12,662,319$9,513,567▼ $3,148,752
Cash and Non-Interest-Bearing Accounts$658,439$1,237,726▲ $579,287
Savings and Temporary Cash Investments$113,421$113,926▲ $505
Prepaid Expenses and Deferred Charges$11,548$11,813▲ $265
Land, Buildings, and Equipment, Net$11,347$8,450▼ $2,897
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,071,310$30,487,843▲ $3,416,533
Liabilities
Other Liabilities$3,746,229$4,370,015▲ $623,786
Deferred Revenue$108,057$82,847▼ $25,210
Accounts Payable and Accrued Expenses$50,972$52,134▲ $1,162
Total Liabilities$3,905,258$4,504,996▲ $599,738
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,166,052$25,982,847▲ $2,816,795
Total Liabilities and Net Assets / Fund Balance$27,071,310$30,487,843▲ $3,416,533

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,450$6,035$14,485
Other Securities$2,266,635--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kristie SammonsDirector Research/legislation-$149,670$149,670
Tina GeorgeDirector of FinancePT$143,791$143,791

Board Members and Trustees

NameTitle
Frederick E KowalPresident
Eileen LandyTrustee
J Philippe AbrahamTrustee
Jamie DanglerTrustee
Michael LyonTrustee 11/15-1/16
Thomas HoeyTrustee Eff. 2/2016
Arthur ShertzerTrustee Thru 1/2016
Doreen BangoFund Administrator
Rowena J Blackman-stroudTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,936,115
Investment Income
$544,792
Other Revenue
$0
Change in Net Assets
$3,521,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,364,847
Revenue Not Reported on Financial Statements
$116,060
Revenue Not Reported on Form 990
$-704,914
Total Revenue per Audited Statements
$34,659,933
Total Revenue per Form 990
$35,480,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,959,198
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees---$116,060
Occupancy---$109,622
Office Expenses---$42,278
Fees for Services Other---$40,000
Fees for Services Accounting---$28,000
Insurance---$14,850
Travel---$13,764
Other Expenses---$12,719
Fees for Services Legal---$9,918
Depreciation Depletion---$2,897
Conferences and Meetings---$994
Total Functional Expenses$0$0$0$31,959,198

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$31,959,198
Expenses per Audited Statements$31,843,138
Total Expenses per Audited Statements$31,843,138
Expenses Not Reported on Financial Statements$116,060
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$3,701,193
Claims Payable$340,900
Estimated Claims Incurred$229,200
Due to Related Party$98,722
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The director of finance received the draft 990 from the auditor and reviewed the form. The auditors presented the draft 990 to the trustees. The trustees reviewed the 990 prior to filing. The 990 was filed once all questions were addressed and all signatures obtained.”

Form 990, Part VI, Section B, Line 12C

“The officers review and sign the conflict of interest policy annually. If potential conflicts are reported, specific guidelines are implemented for each individual case.”

Form 990, Part VI, Section B, Line 15

“The 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 for the officers & trustees.”

Form 990, Part VI, Section C, Line 19

“All documents are maintained in the office for inspection and review.”

Filing and Contact Details

Filer

Filer Name
United University Professions Benefit
EIN
14-1742655
Phone
5186406600
Address
PO BOX 15143, ALBANY, NY 12112

Signing Officer

Name
Rowena Blackman-stroud
Title
Treasurer
Phone
5186406600
Signed
2017-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rowena Blackman-stroud
Formed
1991
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
John J Tartaglia
Phone
3154719171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The plan has been determined to be exempt from federal income taxation under section 501(c)(5) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a). Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of march 31, 2016, there are no uncertain positions taken or expected to be taken that would require the recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2012.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0665076
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012662319
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09513567
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013614236
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019602361
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06035
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011347
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08450
IRS990/LandBldgEquipCostOrOtherBssAmt014485
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09985140
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023166052
IRS990/NetAssetsOrFundBalancesEOYAmt025982847
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-120284
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-120284
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-704914
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0109622
IRS990/OfficeExpensesGrp/TotalAmt042278
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BENEFITS PAID TO MEMBER
IRS990/OtherExpensesGrp/Desc1EMPLOYMENT REIMBURSEMEN
IRS990/OtherExpensesGrp/Desc2DATA PROCESSING
IRS990/OtherExpensesGrp/Desc3EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/TotalAmt030192832
IRS990/OtherExpensesGrp/TotalAmt11299011
IRS990/OtherExpensesGrp/TotalAmt276253
IRS990/OtherExpensesGrp/TotalAmt312719
IRS990/OtherLiabilitiesGrp/BOYAmt03746229
IRS990/OtherLiabilitiesGrp/EOYAmt04370015
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011548
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011813
IRS990/PrincipalOfficerNm0ROWENA BLACKMAN-STROUD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0GOVM'T AGENCY FEES & CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt034180725
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1755390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt034180725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1755390
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0828084
IRS990/PYOtherExpensesAmt029253256
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032801688
IRS990/PYRevenuesLessExpensesAmt04376516
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt029253256
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033629772
IRS990/ReconcilationRevenueExpnssAmt03521709
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023166052
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt025982847
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113421
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0113926
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt08450
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06035
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014485
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0116060
IRS990ScheduleD/ExpensesSubtotalAmt031843138
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0116060
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0116060
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-704914
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0229200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1340900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23701193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt398722
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS INCURRED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02165878
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12414594
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt22666460
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32266635
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SPDR BARCLAYS CAP ETF ST CORP BD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1VANGUARD TOTAL BD MKT ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NB EQUITY FDS REAL ESTATE FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3SCHWAB GOVERNMENT MONEY FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0-704914
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0116060
IRS990ScheduleD/RevenueSubtotalAmt035364847
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MARCH 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08450
IRS990ScheduleD/TotalBookValueSecuritiesAmt09513567
IRS990ScheduleD/TotalExpensesPerForm990Amt031959198
IRS990ScheduleD/TotalLiabilityAmt04370015
IRS990ScheduleD/TotalRevenuePerForm990Amt035480907
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt034659933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031843138
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0133207
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt170811
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2107462
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3130155
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5119251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt61491
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt748231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt8120764
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt22787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt34961
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt55037
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt810389
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,487,843
Liabilities
$4,504,996
Net assets
$25,982,847
Revenue
$35,480,907
Expenses
$31,959,198
Net income
$3,521,709
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. 2016 filings • 501(c)5 • $25M-$50M nonprofits