Civic Intelligence

Upstate New York Engineers Sub Fund

990 • Fiscal year 2018 • EIN 16-0905061

Apr 01, 2017 to Mar 31, 2018 • Filed on Oct 23, 2018

Organization ProfileN/A

View Organization Page

101 Intrepid LA PO Box 100 ColvinSyracuse, NY 13205

(315) 492-1796

Siviq Scores

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

Liabilities / Assets

89th percentile

0.38x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • NTEE Y • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.21x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • NTEE Y • $1M-$5M nonprofits • Source year 2018

Net Margin

40th percentile

4.4%

Higher net margin than 40% of similar nonprofits.

2018 filings • NTEE Y • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$288,015

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2018 filings • NTEE Y • $1M-$5M nonprofits • Source year 2018

Asset Growth

14th percentile

-9.3%

Faster asset growth than 14% of similar nonprofits.

2018 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

18%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$602,316

Down $61,832 (-9.3%) from 2017

Net Assets

Up

$370,563

Up $51,621 (+16%) from 2017

Liabilities

Down

$231,753

Down $113,453 (-33%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin40th percentile

Revenue

Up

$1,106,204

Up $166,781 (+18%) from 2017

Expenses

Down

$1,057,959

Down $168,555 (-14%) from 2017

Net Income

Up

$48,245

Up $335,336 (+117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $930,438Liabilities 2011: $510,552Net Assets 2011: $419,8862011Assets 2012: $1,042,031Liabilities 2012: $536,241Net Assets 2012: $505,7902012Assets 2013: $1,128,915Liabilities 2013: $622,831Net Assets 2013: $506,0842013Assets 2014: $725,728Liabilities 2014: $117,749Net Assets 2014: $607,9792014Assets 2015: $1,050,785Liabilities 2015: $543,309Net Assets 2015: $507,4762015Assets 2016: $1,046,459Liabilities 2016: $447,066Net Assets 2016: $599,3932016Assets 2017: $664,148Liabilities 2017: $345,206Net Assets 2017: $318,9422017Assets 2018: $602,316Liabilities 2018: $231,753Net Assets 2018: $370,5632018Assets 2019: $364,241Liabilities 2019: $202,291Net Assets 2019: $161,9502019Assets 2020: $175,991Liabilities 2020: $191,580Net Assets 2020: -$15,5892020Assets 2021: $708,974Liabilities 2021: $192,668Net Assets 2021: $516,3062021Assets 2022: $1,210,142Liabilities 2022: $199,764Net Assets 2022: $1,010,3782022Assets 2023: $1,672,847Liabilities 2023: $196,569Net Assets 2023: $1,476,2782023Assets 2024: $2,369,788Liabilities 2024: $195,449Net Assets 2024: $2,174,3392024Assets 2025: $3,388,058Liabilities 2025: $230,132Net Assets 2025: $3,157,9262025

Highlighted filing

2018

Assets$602,316
Liabilities$231,753
Net Assets$370,563
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $860,362Expenses 2011: $776,803Net Income 2011: $83,5592011Expenses 2012: $777,1622012Expenses 2013: $852,3992013Revenue 2014: $913,843Expenses 2014: $805,303Net Income 2014: $108,5402014Revenue 2015: $788,189Expenses 2015: $892,760Net Income 2015: -$104,5712015Revenue 2016: $1,172,001Expenses 2016: $1,065,813Net Income 2016: $106,1882016Revenue 2017: $939,423Expenses 2017: $1,226,514Net Income 2017: -$287,0912017Revenue 2018: $1,106,204Expenses 2018: $1,057,959Net Income 2018: $48,2452018Revenue 2019: $1,040,704Expenses 2019: $1,254,032Net Income 2019: -$213,3282019Revenue 2020: $1,112,044Expenses 2020: $1,285,808Net Income 2020: -$173,7642020Revenue 2021: $1,746,661Expenses 2021: $1,213,011Net Income 2021: $533,6502021Revenue 2022: $1,530,277Expenses 2022: $969,061Net Income 2022: $561,2162022Revenue 2023: $1,496,570Expenses 2023: $1,017,694Net Income 2023: $478,8762023Revenue 2024: $1,697,395Expenses 2024: $1,039,835Net Income 2024: $657,5602024Revenue 2025: $1,985,759Expenses 2025: $1,012,587Net Income 2025: $973,1722025

Highlighted filing

2018

Revenue$1,106,204
Expenses$1,057,959
Net Income$48,245
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Oct 23, 2018
Return Version
2017v2.2
Gross Receipts
$2,258,761
Mission and Program Overview

Mission

Provides supplemental unemployment benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$498,814$464,739▼ $34,075
Rtn Earn Endowment Incm Other Fnds$318,942$370,563▲ $51,621
Accounts Receivable$56,000$76,000▲ $20,000
Savings and Temporary Cash Investments$103,385$55,075▼ $48,310
Land, Buildings, and Equipment, Net$1,231$770▼ $461
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$664,148$602,316▼ $61,832
Other Assets Total$4,718$5,732▲ $1,014
Liabilities
Other Liabilities$319,000$202,000▼ $117,000
Accounts Payable and Accrued Expenses$26,206$29,753▲ $3,547
Total Liabilities$345,206$231,753▼ $113,453
Net Assets / Fund Balance
Total Net Assets Fund Balance$318,942$370,563▲ $51,621
Total Liabilities and Net Assets / Fund Balance$664,148$602,316▼ $61,832

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$770$13,330$14,100
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
deborah spauldingasst to fund Director$147,448$147,448

Board Members and Trustees

NameTitle
Robert HillEmplyr Trustee
Daniel P HarriganFund Director
Gary SwainUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,084,203
Investment Income
$12,554
Other Revenue
$9,447
Change in Net Assets
$48,245

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,100,696
Revenue Not Reported on Financial Statements
$5,508
Revenue Not Reported on Form 990
$3,376
Total Revenue per Audited Statements
$1,104,072
Total Revenue per Form 990
$1,106,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,469
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
Benefits to Members---$909,490
Other Expenses---$72,138
Fees for Services Accounting---$17,750
Insurance---$15,349
Fees for Services Legal---$12,420
Fees for Services Other---$10,432
Office Expenses---$9,030
Fees for Service Investment Mgmnt Fees---$5,508
Occupancy---$3,580
Information Technology---$1,096
Conferences and Meetings---$705
Depreciation Depletion---$461
Total Functional Expenses$0$0$0$1,057,959

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,069,451
Total Expenses per Audited Statements$1,069,451
Total Expenses per Form 990$1,057,959
Expenses Not Reported on Financial Statements$-11,492
Other Expense Adjustments$-17,000
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefits Payable$102,000
securities litigation payable$100,000
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR who works full time FOR the organization. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Organization is an employee benefit fund covered by ERISA. The trustees have a statutory duty under ERISA to avoid conflicts and report them as they occur. In addition, the Funds written conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the Fund, in writing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE To ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.”

Filing and Contact Details

Filer

Filer Name
Upstate New York Engineers Sub Fund
EIN
16-0905061
Phone
3154921796
Address
101 INTREPID LA PO BOX 100 COLVIN, SYRACUSE, NY 13205

Signing Officer

Name
Daniel P Harrigan
Title
Fund Director
Signed
2018-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel P Harrigan
Formed
1964
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Schultheis & Panettieri LLP
Address
210 Marcus Boulevard, Hauppauge, NY 11788-3740
Preparer
Carol Westfall
Phone
6312734778
Raw XML Appendix398 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026206
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt029753
IRS990/AccountsReceivableGrp/BOYAmt056000
IRS990/AccountsReceivableGrp/EOYAmt076000
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0909490
IRS990/BooksInCareOfDetail/PersonNm0DEBORAH SPAULDING
IRS990/BooksInCareOfDetail/PhoneNum03154921796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 INTREPID LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0132050100
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0705
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0909490
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012554
IRS990/CYOtherExpensesAmt0148469
IRS990/CYOtherRevenueAmt09447
IRS990/CYProgramServiceRevenueAmt01084203
IRS990/CYRevenuesLessExpensesAmt048245
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01057959
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01106204
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0461
IRS990/Desc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017750
IRS990/FeesForServicesLegalGrp/TotalAmt012420
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt010432
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05508
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt235.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt335.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt261243
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt339596
IRS990/Form990PartVIISectionAGrp/PersonNm0Gary Swain
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT HILL
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL P HARRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3deborah spaulding
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2226772
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3107852
IRS990/Form990PartVIISectionAGrp/TitleTxt0Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLYR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FUND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3asst to fund DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-1439
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01151118
IRS990/GrossReceiptsAmt02258761
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt01096
IRS990/InsuranceGrp/TotalAmt015349
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt013993
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013993
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0498814
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0464739
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt013330
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01231
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0770
IRS990/LandBldgEquipCostOrOtherBssAmt014100
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01152557
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0318942
IRS990/NetAssetsOrFundBalancesEOYAmt0370563
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1439
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1439
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03376
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt03580
IRS990/OfficeExpensesGrp/TotalAmt09030
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt04718
IRS990/OtherAssetsTotalGrp/EOYAmt05732
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0REIMB TO RELATED ORG
IRS990/OtherExpensesGrp/TotalAmt072138
IRS990/OtherLiabilitiesGrp/BOYAmt0319000
IRS990/OtherLiabilitiesGrp/EOYAmt0202000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Delinq Contrib Inc / Fees
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09447
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09447
IRS990/OtherRevenueTotalAmt09447
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DANIEL P HARRIGAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01084203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01084203
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01108287
IRS990/PYInvestmentIncomeAmt011451
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0118227
IRS990/PYOtherRevenueAmt03389
IRS990/PYProgramServiceRevenueAmt0924583
IRS990/PYRevenuesLessExpensesAmt0-287091
IRS990/PYTotalExpensesAmt01226514
IRS990/PYTotalRevenueAmt0939423
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt048245
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0318942
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0370563
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055075
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-11492
IRS990ScheduleD/ExpensesSubtotalAmt01069451
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05508
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05508
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03376
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-17000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0770
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013330
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1100000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1securities litigation payable
IRS990ScheduleD/RevenueNotReportedAmt03376
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05508
IRS990ScheduleD/RevenueSubtotalAmt01100696
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0770
IRS990ScheduleD/TotalExpensesPerForm990Amt01057959
IRS990ScheduleD/TotalLiabilityAmt0202000
IRS990ScheduleD/TotalRevenuePerForm990Amt01106204
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01104072
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01069451
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0224209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt036127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025116
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02563
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIEL P HARRIGAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0288015
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND ADMINISTRATOR who works full time FOR the organization. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization is an employee benefit fund covered by ERISA. The trustees have a statutory duty under ERISA to avoid conflicts and report them as they occur. In addition, the Funds written conflict of interest policy requires fund employees to fully and promptly disclose any financial or personal interest they have with other parties that deal with the Fund, in writing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE To ALL PARTICIPANTS UPON REQUEST. DOCUMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UPSTATE NY ENGINEERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UPSTATE NY ENGINEERS WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0150614642
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1150582931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1WELARE BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0101 INTREPID LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1101 INTREPID LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SYRACUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SYRACUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0132050100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1132050100
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0664148
IRS990/TotalAssetsEOYAmt0602316
IRS990/TotalAssetsGrp/BOYAmt0664148
IRS990/TotalAssetsGrp/EOYAmt0602316
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01057959
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0345206
IRS990/TotalLiabilitiesEOYAmt0231753
IRS990/TotalLiabilitiesGrp/BOYAmt0345206
IRS990/TotalLiabilitiesGrp/EOYAmt0231753
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0318942
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0370563
IRS990/TotalOtherCompensationAmt0100839
IRS990/TotalProgramServiceRevenueAmt01084203
IRS990/TotalRevenueGrp/ExclusionAmt012554
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01093650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01106204
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0664148
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0602316
IRS990/TotReportableCompRltdOrgAmt0334624
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 INTREPID LN PO BOX 100
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013205
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL P HARRIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTATE NEW YORK ENGINEERS SUB FUND
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0160905061
ReturnHeader/Filer/PhoneNum03154921796
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 INTREPID LA PO BOX 100 COLVIN
ReturnHeader/Filer/USAddress/CityNm0SYRACUSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131577780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schultheis & Panettieri LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 Marcus Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hauppauge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117883740
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02018-10-23T12:14:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$602,316
Liabilities
$231,753
Net assets
$370,563
Revenue
$1,106,204
Expenses
$1,057,959
Net income
$48,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.23$3.16$1.99$1.01$0.97
2024Detailed filing. Detailed filing data is available for this year.$2.37$0.20$2.17$1.70$1.04$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.20$1.48$1.50$1.02$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.20$1.01$1.53$0.97$0.56
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.19$0.52$1.75$1.21$0.53
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.19$0.02$1.11$1.29$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.20$0.16$1.04$1.25$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.23$0.37$1.11$1.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.35$0.32$0.94$1.23$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.45$0.60$1.17$1.07$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.54$0.51$0.79$0.89$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.12$0.61$0.91$0.81$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.62$0.51$0.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.54$0.51$0.78
2011Summary only. Only limited summary data is available for this year.$0.93$0.51$0.42$0.86$0.78$0.08