Civic Intelligence

Uup Member Services Trust Fund

990 • Fiscal year 2013 • EIN 20-5565657

Apr 01, 2012 to Mar 31, 2013 • Filed on Sep 20, 2013

PO Box 1514312212-5143
Siviq Scores

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

Liabilities / Assets

76th percentile

0.39x

Higher debt load relative to assets than 76% of similar nonprofits.

2013 filings • NTEE J • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

85th percentile

21%

Faster asset growth than 85% of similar nonprofits.

2013 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$990,601

Up $173,939 (+21%) from 2012

Net Assets

Up

$606,544

Up $142,019 (+31%) from 2012

Liabilities

Up

$384,057

Up $31,920 (+9.1%) from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,437,535

Up $82,639 (+6.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $532,028Liabilities 2010: $390,939Net Assets 2010: $141,0892010Assets 2012: $816,662Liabilities 2012: $352,137Net Assets 2012: $464,5252012Assets 2013: $990,601Liabilities 2013: $384,057Net Assets 2013: $606,5442013Assets 2014: $1,258,458Liabilities 2014: $485,850Net Assets 2014: $772,6082014Assets 2015: $1,567,754Liabilities 2015: $610,709Net Assets 2015: $957,0452015Assets 2016: $1,739,189Liabilities 2016: $700,895Net Assets 2016: $1,038,2942016Assets 2017: $1,876,929Liabilities 2017: $797,375Net Assets 2017: $1,079,5542017Assets 2018: $1,935,445Liabilities 2018: $755,031Net Assets 2018: $1,180,4142018Assets 2019: $2,246,192Liabilities 2019: $882,772Net Assets 2019: $1,363,4202019Assets 2020: $2,557,387Liabilities 2020: $978,771Net Assets 2020: $1,578,6162020Assets 2021: $3,094,814Liabilities 2021: $1,109,038Net Assets 2021: $1,985,7762021Assets 2022: $3,659,069Liabilities 2022: $1,368,108Net Assets 2022: $2,290,9612022Assets 2023: $3,378,838Liabilities 2023: $948,127Net Assets 2023: $2,430,7112023Assets 2024: $4,871,205Liabilities 2024: $2,176,497Net Assets 2024: $2,694,7082024Assets 2025: $5,676,023Liabilities 2025: $2,128,851Net Assets 2025: $3,547,1722025

Highlighted filing

2013

Assets$990,601
Liabilities$384,057
Net Assets$606,544

Operations Trend

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

$6.0M$4.0M$2.0M$0Expenses 2010: $923,8072010Expenses 2012: $1,354,8962012Expenses 2013: $1,437,5352013Revenue 2014: $1,753,898Expenses 2014: $1,587,834Net Income 2014: $166,0642014Revenue 2015: $2,011,708Expenses 2015: $1,827,271Net Income 2015: $184,4372015Revenue 2016: $2,187,064Expenses 2016: $2,105,815Net Income 2016: $81,2492016Revenue 2017: $2,465,368Expenses 2017: $2,424,108Net Income 2017: $41,2602017Revenue 2018: $2,772,231Expenses 2018: $2,671,371Net Income 2018: $100,8602018Revenue 2019: $3,082,087Expenses 2019: $2,899,081Net Income 2019: $183,0062019Revenue 2020: $3,334,697Expenses 2020: $3,119,501Net Income 2020: $215,1962020Revenue 2021: $3,716,852Expenses 2021: $3,309,692Net Income 2021: $407,1602021Revenue 2022: $4,153,714Expenses 2022: $3,787,466Net Income 2022: $366,2482022Revenue 2023: $4,456,965Expenses 2023: $4,255,086Net Income 2023: $201,8792023Revenue 2024: $4,760,704Expenses 2024: $4,633,131Net Income 2024: $127,5732024Revenue 2025: $5,805,229Expenses 2025: $4,977,110Net Income 2025: $828,1192025

Highlighted filing

2013

Revenue-
Expenses$1,437,535
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Sep 20, 2013
Return Version
2012v2.1
Gross Receipts
$1,579,554
Mission and Program Overview

Mission

The plan was established pursuant to the provisions of an agreement and declaration of trust between the united university professions and the board of trustees. The plan provides various welfare benefits including insurance programs for dental, vision and personal property coverage.

Filing and Contact Details

Filer

EIN
20-5565657
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE PLAN HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MARCH 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE THE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0SCHEDULE J, COMPENSATION FROM UNRELATED ORGANIZATION: PHILLIP SMITH, JAMIE DANGLER, FREDERICK FLOSS, J. PHILIPPE ABRAHAM, AND EILEEN LANDY RECEIVED MONETARY SALARY AND BENEFITS PAID DIRECTLY BY NY STATE. UNITED UNIVERSITY PROFESSIONS (UUP), A RELATED PARTY OF THE BENEFIT TRUST FUND, REIMBURSED NY STATE THE ENTIRE STATE UNIVERSITY OF NEW YORK (SUNY) SALARY AND NON-TAXABLE BENEFITS FOR THOSE INDIVIDUALS BECAUSE THEIR TIME IS SPENT ON UUP-RELATED BUSINESS MATTERS. EDWARD QUINN RECEIVED SALARY AND BENEFITS FROM SUNY OF WHICH UUP REIMBURSES 60% TO NY STATE. ROWENA BLACKMAN-STROUD, ROBERT REES, AND EDISON BOND JR. ALSO RECEIVED SALARY AND BENEFITS FROM SUNY OF WHICH UUP REIMBURSES 40% TO NY STATE. NY STATE IS AN UNRELATED PARTY TO UUP; HOWEVER, SINCE UUP REIMBURSED NY STATE FOR THE ENTIRE SUNY SALARY, THE SUNY SALARY IS TREATED AS HAVING BEEN PAID BY UUP FOR 990 PURPOSES. WAGES AND BENEFITS FROM NY STATE FOR THE YEAR ENDED DECEMBER 31, 2012 WERE $811,781.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0PHILLIP SMITH
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1ROWENA J BLACKMAN-STROUD
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2JAMIE DANGLER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3FREDERICK G FLOSS THRU 512
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4J PHILIPPE ABRAHAM
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5EILEEN LANDY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson6EDWARD H QUINN THRU 812
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson7ROBERT REES THRU 1012
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson8EDISON BOND JR
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg60
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg70
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg80
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs073661
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs124888
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs221313
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs339056
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs442568
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs536430
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs60
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs73278
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs85390
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg60
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg70
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg80
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs03562
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs35093
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs42405
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs54901
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs60
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs70
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs80
IRS990ScheduleJ/Form990ScheduleJPartII/Title0PRESIDENT
IRS990ScheduleJ/Form990ScheduleJPartII/Title1TREASURER
IRS990ScheduleJ/Form990ScheduleJPartII/Title2TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title3TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title4TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title5TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title6TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title7TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/Title8TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg30
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg40
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg60
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg70
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg80
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0268260
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs193487
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs292915
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs3161041
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs4149271

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$2.13$3.55$5.81$4.98$0.83
2024Summary only. Only limited summary data is available for this year.$4.87$2.18$2.69$4.76$4.63$0.13
2023Summary only. Only limited summary data is available for this year.$3.38$0.95$2.43$4.46$4.26$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$1.37$2.29$4.15$3.79$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$1.11$1.99$3.72$3.31$0.41
2020Summary only. Only limited summary data is available for this year.$2.56$0.98$1.58$3.33$3.12$0.22
2019Summary only. Only limited summary data is available for this year.$2.25$0.88$1.36$3.08$2.90$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.76$1.18$2.77$2.67$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.80$1.08$2.47$2.42$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.70$1.04$2.19$2.11$0.08
2015Summary only. Only limited summary data is available for this year.$1.57$0.61$0.96$2.01$1.83$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.49$0.77$1.75$1.59$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.38$0.61$1.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.35$0.46$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.39$0.14$0.92
Peer Organizations

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