Civic Intelligence

Upstate New York Engineers Sub Fund

990 • Fiscal year 2020 • EIN 16-0905061

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 20, 2020

Organization ProfileN/A

View Organization Page

101 Intrepid LA PO Box 100 ColvinSyracuse, NY 13205-0100

(315) 492-1796

Siviq Scores

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

Liabilities / Assets

95th percentile

1.09x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • NTEE Y • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.17x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • NTEE Y • $1M-$5M nonprofits • Source year 2020

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

2020 filings • NTEE Y • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$171,366

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2020 filings • NTEE Y • $1M-$5M nonprofits • Source year 2020

Asset Growth

1st percentile

-52%

Faster asset growth than 1% of similar nonprofits.

2020 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

61st percentile

6.9%

Faster revenue growth than 61% of similar nonprofits.

2020 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$175,991

Down $188,250 (-52%) from 2019

Net Assets

Down

-$15,589

Down $177,539 (-110%) from 2019

Liabilities

Down

$191,580

Down $10,711 (-5.3%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin17th percentile

Revenue

Up

$1,112,044

Up $71,340 (+6.9%) from 2019

Expenses

Up

$1,285,808

Up $31,776 (+2.5%) from 2019

Net Income

Up

-$173,764

Up $39,564 (+19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2020

Assets$175,991
Liabilities$191,580
Net Assets-$15,589
Open 2020 Filing

Operations Trend

Revenue Growth61st 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

2020

Revenue$1,112,044
Expenses$1,285,808
Net Income-$173,764
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 20, 2020
Return Version
2019v5.1
Gross Receipts
$2,489,689
Mission and Program Overview

Mission

Provides supplemental unemployment benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$230,329$95,091▼ $135,238
Accounts Receivable$66,000$76,000▲ $10,000
Savings and Temporary Cash Investments$62,781$0▼ $62,781
Land, Buildings, and Equipment, Net$309$78▼ $231
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$161,950$-15,589▼ $177,539
Total Assets$364,241$175,991▼ $188,250
Other Assets Total$4,822$4,822→ $0
Liabilities
Other Liabilities$173,000$144,000▼ $29,000
Accounts Payable and Accrued Expenses$29,291$47,580▲ $18,289
Total Liabilities$202,291$191,580▼ $10,711
Net Assets / Fund Balance
Total Net Assets Fund Balance$161,950$-15,589▼ $177,539
Total Liabilities and Net Assets / Fund Balance$364,241$175,991▼ $188,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$78$12,916$12,994
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Robert HillEmplyr Trustee
Gary SwainUnion Trustee
Daniel P Harrigan Thru 719Fund Admin
Deborah Spaulding Eff 719Fund Admin
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,087,900
Investment Income
$18,547
Other Revenue
$5,597
Change in Net Assets
$-173,764

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,107,311
Revenue Not Reported on Financial Statements
$4,733
Revenue Not Reported on Form 990
$-3,775
Total Revenue per Audited Statements
$1,103,536
Total Revenue per Form 990
$1,112,044
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,468
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---$1,132,340
Other Expenses---$74,289
Fees for Services Accounting---$18,750
Insurance---$15,416
Fees for Services Legal---$12,149
Fees for Services Other---$11,948
Office Expenses---$10,963
Fees for Service Investment Mgmnt Fees---$4,733
Occupancy---$4,005
Information Technology---$511
Conferences and Meetings---$473
Depreciation Depletion---$231
Total Functional Expenses$0$0$0$1,285,808

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,310,075
Total Expenses per Audited Statements$1,310,075
Total Expenses per Form 990$1,285,808
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-24,267
Other Expense Adjustments$-29,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable & Claims Ibnr$144,000
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 35% controlled entity
No
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, Section B, Line 11B

“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, Section B, Line 12C

“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 fund's 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, Section C, Line 19

“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 13205-0100

Signing Officer

Name
Deborah Spaulding
Title
Fund Administrator
Phone
3154921796
Signed
2020-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Spaulding
Formed
1964
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Schultheis & Panettieri Llp
Address
450 WIRELESS BLVD, HAUPPAUGE, NY 11788
Preparer
Carol Westfall
Phone
6312734778
Supplemental Narrative

Additional Explanations

Supplemental Information

“Due to the covid-19 crisis, the plan received a $500,000 contribution in april 2020 to bring net assets out of its current deficit position and allow the plan to continue to provide the same level of benefits to its eligible participants.”

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in claims payable & ibnr -29,000.”

Raw XML AppendixShowing 400 of 401 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.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt023874
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16253
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt015245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt14473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt1719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH SPAULDING EFF 719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DANIEL P HARRIGAN THRU 719
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1FUND ADMIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0170554
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1171366
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DANIEL P. HARRIGAN RECEIVED COMPENSATION AND BENEFITS IN HIS CAPACITY AS FUND ADMINISTRATOR OF THIS ENTITY AND RELATED PENSION AND HEALTH FUNDS THROUGH JUNE 2019. COMPENSATION AND BENEFITS WERE PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY, BASED ON THE ALLOCATION PERCENTAGES IN THE CURRENT EXPENSE STUDY. THE ENTITIES PORTION OF THE EXPENSES WAS 2% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II - LINE(II) DEBORAH SPAULDING RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR (ASSISTANT TO FUND ADMINISTRATOR PRIOR TO JULY 2019) OF THIS ENTITY AND RELATED PENSION AND HEALTH FUNDS. COMPENSATION AND BENEFITS ARE PAID BY THE HEALTH FUND WITH REIMBURSEMENTS MADE ACCORDINGLY, BASED ON THE ALLOCATION PERCENTAGES IN THE CURRENT EXPENSE STUDY. THE ENTITIES PORTION OF THE EXPENSES RANGED BETWEEN 5% AND 12% OF THE GROSS AMOUNT DETAILED ON SCHEDULE J, PART II - LINE(II)
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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 FUND'S 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/ExplanationTxt3DUE TO THE COVID-19 CRISIS, THE PLAN RECEIVED A $500,000 CONTRIBUTION IN APRIL 2020 TO BRING NET ASSETS OUT OF ITS CURRENT DEFICIT POSITION AND ALLOW THE PLAN TO CONTINUE TO PROVIDE THE SAME LEVEL OF BENEFITS TO ITS ELIGIBLE PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SUPPLEMENTAL INFORMATION
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UPSTATE NY ENGINEERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UPSTATE NY ENGINEERS HEALTH 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/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0364241
IRS990/TotalAssetsEOYAmt0175991
IRS990/TotalAssetsGrp/BOYAmt0364241
IRS990/TotalAssetsGrp/EOYAmt0175991
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01285808
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0202291
IRS990/TotalLiabilitiesEOYAmt0191580
IRS990/TotalLiabilitiesGrp/BOYAmt0202291
IRS990/TotalLiabilitiesGrp/EOYAmt0191580
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0161950
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-15589
IRS990/TotalOtherCompensationAmt049845
IRS990/TotalProgramServiceRevenueAmt01087900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018547
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01093497
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01112044
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0364241
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0175991
IRS990/TotReportableCompRltdOrgAmt0292075
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0101 INTREPID LA PO BOX 100 COLVIN
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0132050100
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH SPAULDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03154921796
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
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/ZIPCd0132050100
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D4AE2E8976E81368E472ACBB9DF04FDA774F33F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03D4AE2E8976E81368E472ACBB9DF04FDA774F33F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.56.115.218
ReturnHeader/FilingSecurityInformation/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:05:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131577780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTHEIS & PANETTIERI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 WIRELESS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAUPPAUGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011788
ReturnHeader/PreparerPersonGrp/PhoneNum06312734778
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL WESTFALL
ReturnHeader/ReturnTs02020-10-20T15:07:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,991
Liabilities
$191,580
Net assets
-$15,589
Revenue
$1,112,044
Expenses
$1,285,808
Net income
-$173,764
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)17 • $1M-$5M nonprofits