Civic Intelligence

United University Professions Benefit Trust Fund

990 • Fiscal year 2017 • EIN 14-1742655

Apr 01, 2016 to Mar 31, 2017 • Filed on Dec 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

36th percentile

0.12x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.12x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$184,201

Higher top officer pay than 31% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

4.0%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Flat

$35,384,438

Flat from 2017

Net Assets

Flat

$31,050,479

Flat from 2017

Liabilities

Flat

$4,333,959

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin69th percentile

Revenue

Flat

$36,891,641

Flat from 2017

Expenses

Flat

$32,026,715

Flat from 2017

Net Income

Flat

$4,864,926

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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 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

2017

Assets$35,384,438
Liabilities$4,333,959
Net Assets$31,050,479
Open 2017 Filing

Operations Trend

Revenue Growth46th 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 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

2017

Revenue$36,891,641
Expenses$32,026,715
Net Income$4,864,926
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Dec 20, 2017
Return Version
2016v3.0
Gross Receipts
$54,331,286
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$25,982,847$31,050,479▲ $5,067,632
Investments in Publicly Traded Securities$19,602,361$28,636,000▲ $9,033,639
Investments Other Securities$9,513,567$5,571,855▼ $3,941,712
Cash and Non-Interest-Bearing Accounts$1,237,726$1,044,257▼ $193,469
Savings and Temporary Cash Investments$113,926$114,344▲ $418
Prepaid Expenses and Deferred Charges$11,813$12,429▲ $616
Land, Buildings, and Equipment, Net$8,450$5,553▼ $2,897
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$30,487,843$35,384,438▲ $4,896,595
Liabilities
Other Liabilities$4,370,015$4,181,942▼ $188,073
Deferred Revenue$82,847$93,712▲ $10,865
Accounts Payable and Accrued Expenses$52,134$58,305▲ $6,171
Total Liabilities$4,504,996$4,333,959▼ $171,037
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,982,847$31,050,479▲ $5,067,632
Total Liabilities and Net Assets / Fund Balance$30,487,843$35,384,438▲ $4,896,595

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,553$8,932$14,485
Other Securities$2,098,631--
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleOtherTotal
Rowena J Blackman-stroudTreasurer$101,579$101,579
Thomas HoeyTrustee$56,827$56,827

Board Members and Trustees

NameTitle
Elizabeth S HoughCounsel to the President
Frederick E KowalPresident
Tina GeorgeDirector of Finance
Eileen LandyTrustee
J Philippe AbrahamTrustee
Jamie DanglerTrustee
Doreen BangoFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$36,002,002
Investment Income
$889,639
Other Revenue
$0
Change in Net Assets
$4,864,926

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,759,467
Revenue Not Reported on Financial Statements
$132,174
Revenue Not Reported on Form 990
$202,706
Total Revenue per Audited Statements
$36,962,173
Total Revenue per Form 990
$36,891,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,026,715
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---$132,174
Occupancy---$117,816
Office Expenses---$63,491
Fees for Services Other---$40,000
Fees for Services Accounting---$28,000
Travel---$23,423
Insurance---$18,720
Other Expenses---$13,270
Fees for Services Legal---$10,013
Depreciation Depletion---$2,897
Conferences and Meetings---$1,032
Total Functional Expenses$0$0$0$32,026,715

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$32,026,715
Expenses per Audited Statements$31,894,541
Total Expenses per Audited Statements$31,894,541
Expenses Not Reported on Financial Statements$132,174
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$3,721,877
Claims Payable$266,223
Estimated Claims Incurred$179,300
Due to Related Party$14,542
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 11B

“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
Frederick Kowal
Title
President
Phone
5186406600
Signed
2017-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick Kowal
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 is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 558 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt052134
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt058305
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES DENTAL, OPTICAL, LIFE INSURANCE & TUITION SCHOLARSHIP BENEFITS TO PARTICIPANTS & THEIR COVERED DEPENDENTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JERILUANN O'BRYAN-LOSEE TREASURER
IRS990/BooksInCareOfDetail/PhoneNum05186406600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 TROY-SCHENECTADY RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012110
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01237726
IRS990/CashNonInterestBearingGrp/EOYAmt01044257
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt01032
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0889639
IRS990/CYOtherExpensesAmt032026715
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt036002002
IRS990/CYRevenuesLessExpensesAmt04864926
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt032026715
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt036891641
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt082847
IRS990/DeferredRevenueGrp/EOYAmt093712
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02897
IRS990/Desc0TO PROVIDE DENTAL, OPTICAL, LIFE INSURANCE AND TUITION SCHOLARSHIP BENEFITS TO PARTICIPANTS AND THEIR COVERED DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt028000
IRS990/FeesForServicesLegalGrp/TotalAmt010013
IRS990/FeesForServicesOtherGrp/TotalAmt040000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0132174
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt042.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt118.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt242.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt342.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt419.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt542.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt714.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt637.60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt726.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt030669
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt129886
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt251639
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt342511
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt416354
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt545189
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt631985
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt729901
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt838016
IRS990/Form990PartVIISectionAGrp/PersonNm0FREDERICK E KOWAL
IRS990/Form990PartVIISectionAGrp/PersonNm1ROWENA J BLACKMAN-STROUD
IRS990/Form990PartVIISectionAGrp/PersonNm2J PHILIPPE ABRAHAM
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMIE DANGLER
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS HOEY
IRS990/Form990PartVIISectionAGrp/PersonNm5EILEEN LANDY
IRS990/Form990PartVIISectionAGrp/PersonNm6DOREEN BANGO
IRS990/Form990PartVIISectionAGrp/PersonNm7TINA GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH S HOUGH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0147287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt171693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2113104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3136479
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt440473
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5123130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6135336
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7128568
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8146185
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt8COUNSEL TO THE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt056775
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017496420
IRS990/GrossReceiptsAmt054331286
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt018720
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0832864
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0832864
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09513567
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05571855
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019602361
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028636000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08932
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08450
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05553
IRS990/LandBldgEquipCostOrOtherBssAmt014485
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017439645
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/NetAssetsOrFundBalancesBOYAmt025982847
IRS990/NetAssetsOrFundBalancesEOYAmt031050479
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt056775
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056775
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0202706
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0117816
IRS990/OfficeExpensesGrp/TotalAmt063491
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/TotalAmt030023152
IRS990/OtherExpensesGrp/TotalAmt11474481
IRS990/OtherExpensesGrp/TotalAmt278246
IRS990/OtherExpensesGrp/TotalAmt313270
IRS990/OtherLiabilitiesGrp/BOYAmt04370015
IRS990/OtherLiabilitiesGrp/EOYAmt04181942
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011813
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012429
IRS990/PrincipalOfficerNm0FREDERICK KOWAL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0GOVM'T AGENCY FEES & CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035293500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1708502
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035293500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1708502
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0544792
IRS990/PYOtherExpensesAmt031959198
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt034936115
IRS990/PYRevenuesLessExpensesAmt03521709
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt031959198
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035480907
IRS990/ReconcilationRevenueExpnssAmt04864926
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025982847
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt031050479
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0113926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0114344
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt05553
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08932
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014485
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0132174
IRS990ScheduleD/ExpensesSubtotalAmt031894541
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0132174
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0132174
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0202706
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0179300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1266223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23721877
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt314542
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ESTIMATED CLAIMS INCURRED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DUE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03473224
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12098631
IRS990ScheduleD/OtherSecuritiesGrp/Desc0VANGUARD TOTAL BD MKT ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1US TREASURY NOTE, .875% TOTAL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt0202706
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0132174
IRS990ScheduleD/RevenueSubtotalAmt036759467
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 IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05553
IRS990ScheduleD/TotalBookValueSecuritiesAmt05571855
IRS990ScheduleD/TotalExpensesPerForm990Amt032026715
IRS990ScheduleD/TotalLiabilityAmt04181942
IRS990ScheduleD/TotalRevenuePerForm990Amt036891641
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt036962173
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt031894541
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/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0139334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1110187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2131344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3117917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4135336
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5128568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6146185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt411239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt511359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt62208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt151639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt242511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt345189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt420746
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt518542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt635808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt07953
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt25135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt35213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FREDERICK E KOWAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1J PHILIPPE ABRAHAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JAMIE DANGLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3EILEEN LANDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4DOREEN BANGO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5TINA GEORGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6ELIZABETH S HOUGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5DIRECTOR OF FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6COUNSEL TO THE PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,384,438
Liabilities
$4,333,959
Net assets
$31,050,479
Revenue
$36,891,641
Expenses
$32,026,715
Net income
$4,864,926
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
2017Detailed filing. Detailed filing data is available for this year.$35.4$4.33$31.1$36.9$32.0$4.86
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