Civic Intelligence

Upstate New York Engineers Sub Fund

990 • Fiscal year 2021 • EIN 16-0905061

Apr 01, 2020 to Mar 31, 2021 • Filed on Oct 20, 2021

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

84th percentile

0.27x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.11x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Net Margin

56th percentile

31%

Higher net margin than 56% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$169,141

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Asset Growth

99th percentile

303%

Faster asset growth than 99% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

57%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$708,974

Up $532,983 (+303%) from 2020

Net Assets

Up

$516,306

Up $531,895 (+3412%) from 2020

Liabilities

Up

$192,668

Up $1,088 (+0.6%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin56th percentile

Revenue

Up

$1,746,661

Up $634,617 (+57%) from 2020

Expenses

Down

$1,213,011

Down $72,797 (-5.7%) from 2020

Net Income

Up

$533,650

Up $707,414 (+407%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2021

Assets$708,974
Liabilities$192,668
Net Assets$516,306
Open 2021 Filing

Operations Trend

Revenue Growth82nd 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

2021

Revenue$1,746,661
Expenses$1,213,011
Net Income$533,650
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Oct 20, 2021
Return Version
2020v4.1
Gross Receipts
$3,066,794
Mission and Program Overview

Mission

Provides supplemental unemployment benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$-15,589$516,306▲ $531,895
Investments in Publicly Traded Securities$95,091$484,115▲ $389,024
Savings and Temporary Cash Investments-$120,855-
Accounts Receivable$76,000$100,524▲ $24,524
Land, Buildings, and Equipment, Net$78$0▼ $78
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$175,991$708,974▲ $532,983
Other Assets Total$4,822$3,480▼ $1,342
Liabilities
Other Liabilities$144,000$162,000▲ $18,000
Accounts Payable and Accrued Expenses$47,580$30,668▼ $16,912
Total Liabilities$191,580$192,668▲ $1,088
Net Assets / Fund Balance
Total Net Assets Fund Balance$-15,589$516,306▲ $531,895
Total Liabilities and Net Assets / Fund Balance$175,991$708,974▲ $532,983
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Nickolaus OsinkskiEmployer Trustee Eff 04-23-20
Robert HillEmployer Trustee Thru 04-23-20
Gary SwainUnion Trustee
Deborah SpauldingFund Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$500,000
Program Service Revenue
$1,213,861
Investment Income
$25,779
Other Revenue
$7,021
All Other Contributions
$500,000
Change in Net Assets
$533,650

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,741,342
Revenue Not Reported on Financial Statements
$5,319
Revenue Not Reported on Form 990
$-1,755
Total Revenue per Audited Statements
$1,739,587
Total Revenue per Form 990
$1,746,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$122,756
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---$1,090,255
Other Expenses---$48,212
Fees for Services Accounting---$20,050
Fees for Services Legal---$16,384
Insurance---$12,774
Office Expenses---$9,225
Fees for Services Other---$6,431
Fees for Service Investment Mgmnt Fees---$5,319
Information Technology---$2,268
Occupancy---$2,016
Depreciation Depletion---$77
Total Functional Expenses$0$0$0$1,213,011

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,213,011
Expenses per Audited Statements$1,189,692
Total Expenses per Audited Statements$1,189,692
Expenses Not Reported on Financial Statements$23,319
Other Expense Adjustments$18,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable & Claims Ibnr$162,000
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
2021-10-20
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

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in claims payable & ibnr 18,000.”

Raw XML Appendix386 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/BOYAmt047580
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030668
IRS990/AccountsReceivableGrp/BOYAmt076000
IRS990/AccountsReceivableGrp/EOYAmt0100524
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AllOtherContributionsAmt0500000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01090255
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBORAH SPAULDING
IRS990/BooksInCareOfDetail/PhoneNum03154921796
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 INTREPID LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0132050100
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01090255
IRS990/CYContributionsGrantsAmt0500000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025779
IRS990/CYOtherExpensesAmt0122756
IRS990/CYOtherRevenueAmt07021
IRS990/CYProgramServiceRevenueAmt01213861
IRS990/CYRevenuesLessExpensesAmt0533650
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01213011
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01746661
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt077
IRS990/Desc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt020050
IRS990/FeesForServicesLegalGrp/TotalAmt016384
IRS990/FeesForServicesOtherGrp/TotalAmt06431
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05319
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt333.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt337519
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY SWAIN
IRS990/Form990PartVIISectionAGrp/PersonNm1NICKOLAUS OSINKSKI
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT HILL
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH SPAULDING
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3131622
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE EFF 04-23-20
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE THRU 04-23-20
IRS990/Form990PartVIISectionAGrp/TitleTxt3FUND ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt016176
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01336309
IRS990/GrossReceiptsAmt03066794
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02268
IRS990/InsuranceGrp/TotalAmt012774
IRS990/InvestmentIncomeGrp/ExclusionAmt09603
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09603
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt095091
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0484115
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt078
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01320133
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-15589
IRS990/NetAssetsOrFundBalancesEOYAmt0516306
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016176
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016176
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1755
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt02016
IRS990/OfficeExpensesGrp/TotalAmt09225
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04822
IRS990/OtherAssetsTotalGrp/EOYAmt03480
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REIMB TO RELATED ORG
IRS990/OtherExpensesGrp/TotalAmt048212
IRS990/OtherLiabilitiesGrp/BOYAmt0144000
IRS990/OtherLiabilitiesGrp/EOYAmt0162000
IRS990/OtherRevenueMiscGrp/BusinessCd0237310
IRS990/OtherRevenueMiscGrp/Desc0DELINQ CONTRIB INC / FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07021
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07021
IRS990/OtherRevenueTotalAmt07021
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DEBORAH SPAULDING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0237310
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01213861
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01213861
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01132340
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018547
IRS990/PYOtherExpensesAmt0153468
IRS990/PYOtherRevenueAmt05597
IRS990/PYProgramServiceRevenueAmt01087900
IRS990/PYRevenuesLessExpensesAmt0-173764
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01285808
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01112044
IRS990/ReconcilationRevenueExpnssAmt0533650
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-15589
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0516306
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120855
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023319
IRS990ScheduleD/ExpensesSubtotalAmt01189692
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05319
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05319
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1755
IRS990ScheduleD/OtherExpensesNotIncludedAmt018000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0162000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE & CLAIMS IBNR
IRS990ScheduleD/RevenueNotReportedAmt0-1755
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05319
IRS990ScheduleD/RevenueSubtotalAmt01741342
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CLAIMS PAYABLE & IBNR 18,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01213011
IRS990ScheduleD/TotalLiabilityAmt0162000
IRS990ScheduleD/TotalRevenuePerForm990Amt01746661
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01739587
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01189692
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0131622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt023053
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBORAH SPAULDING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0169141
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DEBORAH SPAULDING RECEIVES COMPENSATION AND BENEFITS IN HER CAPACITY AS FUND ADMINISTRATOR 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 ENTITY'S PORTION OF THE EXPENSES WAS 5% 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/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
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/PrimaryActivitiesTxt1WELFARE 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/TotalAssetsBOYAmt0175991
IRS990/TotalAssetsEOYAmt0708974
IRS990/TotalAssetsGrp/BOYAmt0175991
IRS990/TotalAssetsGrp/EOYAmt0708974
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0500000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01213011
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0191580
IRS990/TotalLiabilitiesEOYAmt0192668
IRS990/TotalLiabilitiesGrp/BOYAmt0191580
IRS990/TotalLiabilitiesGrp/EOYAmt0192668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-15589
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0516306
IRS990/TotalOtherCompensationAmt037519
IRS990/TotalProgramServiceRevenueAmt01213861
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt025779
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01220882
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01746661
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0175991
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0708974
IRS990/TotReportableCompRltdOrgAmt0131622
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH SPAULDING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03154921796
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-20
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/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/ReturnTs02021-10-21T13:16:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPAULDING
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$708,974
Liabilities
$192,668
Net assets
$516,306
Revenue
$1,746,661
Expenses
$1,213,011
Net income
$533,650
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