Civic Intelligence

Uup Member Services Trust Fund

990 • Fiscal year 2017 • EIN 20-5565657

Apr 01, 2016 to Mar 31, 2017 • Filed on Dec 20, 2017

Organization ProfileWWW.UUPINFO.ORG
PO Box 15143Albany, NY 12212-5143

(518) 640-6600

Siviq Scores

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

Liabilities / Assets

81st percentile

0.42x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.32x

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

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Net Margin

39th percentile

1.7%

Higher net margin than 39% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$184,201

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Asset Growth

58th percentile

7.9%

Faster asset growth than 58% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,876,929

Up $137,740 (+7.9%) from 2016

Net Assets

Up

$1,079,554

Up $41,260 (+4.0%) from 2016

Liabilities

Up

$797,375

Up $96,480 (+14%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin39th percentile

Revenue

Up

$2,465,368

Up $278,304 (+13%) from 2016

Expenses

Up

$2,424,108

Up $318,293 (+15%) from 2016

Net Income

Down

$41,260

Down $39,989 (-49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2017

Assets$1,876,929
Liabilities$797,375
Net Assets$1,079,554
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

2017

Revenue$2,465,368
Expenses$2,424,108
Net Income$41,260
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Dec 20, 2017
Return Version
2016v3.0
Gross Receipts
$2,465,368
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.

To provide various welfare benefits including insurance programs for dental, vision and personal property coverage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,738,018$1,874,909▲ $136,891
Rtn Earn Endowment Incm Other Fnds$1,038,294$1,079,554▲ $41,260
Accounts Receivable$1,171$2,020▲ $849
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,739,189$1,876,929▲ $137,740
Liabilities
Deferred Revenue$682,899$762,243▲ $79,344
Accounts Payable and Accrued Expenses$17,996$35,132▲ $17,136
Total Liabilities$700,895$797,375▲ $96,480
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,038,294$1,079,554▲ $41,260
Total Liabilities and Net Assets / Fund Balance$1,739,189$1,876,929▲ $137,740
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

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

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,459,039
Investment Income
$6,329
Other Revenue
$0
Change in Net Assets
$41,260

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,465,368
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,465,368
Total Revenue per Form 990
$2,465,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,424,108
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
Other Expenses---$154,471
Fees for Services Legal---$10,527
Fees for Services Accounting---$10,500
Fees for Services Other---$7,250
Office Expenses---$1,829
Occupancy---$1,164
Insurance---$175
Total Functional Expenses$0$0$0$2,424,108

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,424,108
Total Expenses per Audited Statements$2,424,108
Total Expenses per Form 990$2,424,108
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The director of finance received the draft 990 from the auditor and reviewed the form. The auditors presented the draft 990 to the trustees. The trustees reviewed the 990 prior to filing. The 990 was filed once all questions were addressed and all signatures obtained.”

Form 990, Part VI, Section B, Line 12C

“The trustees review and sign the conflict of interest policy annually. If potential conflicts are reported, specific guidelines are implemented for each individual case.”

Form 990, Part VI, Section B, Line 15

“The membership services trust fund (mstf) has entered into an expense allocation agreement with united university professions (uup), a related party. The mstf pays uup for shared administrative expenses, including salaries and benefits. Uup has a process for reviewing the officers' salaries which is further described on schedule j and uup's form 990. The compensation structure of uup is as follows: uup pays several officers & trustees a stipend, and some also receive a living allowance and a pension payment. All of these items are reported on uup's form w-2. The officers & trustees are also paid a salary and non-taxable benefits by the state university of new york (suny). The salaries paid by suny are reported on a w-2 from ny state. Uup reimburses ny state the entire suny salary and non-taxable benefits for those individuals because these individuals' time is spent on uup-related business matters. Ny state is an unrelated party to uup; however, since uup reimburses ny state for the entire suny salary, the suny salary is treated as having been paid by uup for 990 purposes. Column d of part vii of the 990 contains the total of the officers & trustees forms w-2 from both uup & ny state. Column f of part vii of the 990 contains the total non-taxable benefits paid by ny state for the officers & trustees.”

Form 990, Part VI, Section C, Line 19

“All documents are maintained in the office for inspection and review.”

Filing and Contact Details

Filer

Filer Name
Uup Member Services Trust Fund
EIN
20-5565657
Phone
5186406600
Address
PO BOX 15143, ALBANY, NY 12212-5143

Signing Officer

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

Organization Details

Principal Officer
Frederick E Kowal
Formed
2006
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Dermody Burke & Brown Cpas LLC
Address
443 N FRANKLIN ST STE 100, SYRACUSE, NY 13204-1441
Preparer
John J Tartaglia
Phone
3154719171
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The plan has been determined to be exempt from federal income taxation under section 501(c)(5) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a). Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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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IRS990/PYTotalExpensesAmt02105815
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02187064
IRS990/ReconcilationRevenueExpnssAmt041260
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01079554
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02424108
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02465368
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02424108
IRS990ScheduleD/TotalRevenuePerForm990Amt02465368
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02465368
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02424108
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0139334
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1110187
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2131344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3117917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4135336
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5128568
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt6146185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt411239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt511359
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt62208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt030669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt151639
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt242511
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt345189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt420746
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt518542
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt635808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt07953
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt12917
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt25135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt35213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FREDERICK E KOWAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1J PHILIPPE ABRAHAM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JAMIE DANGLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3EILEEN LANDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4DOREEN BANGO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5TINA GEORGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6ELIZABETH S HOUGH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4FUND ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5DIRECTOR OF FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt6COUNSEL TO THE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0177956
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1164743
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2178990
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3168319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4167321
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5158469
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt6184201
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0FREDERICK E. KOWAL, JAMIE DANGLER, 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 MEMBER SERVICES 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. ROWENA BLACKMAN-STROUD, THOMAS HOEY AND MICHAEL LYON 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, 2016 WERE $625,779.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, COMPENSATION FROM UNRELATED ORGANIZATION:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR OF FINANCE RECEIVED THE DRAFT 990 FROM THE AUDITOR AND REVIEWED THE FORM. THE AUDITORS PRESENTED THE DRAFT 990 TO THE TRUSTEES. THE TRUSTEES REVIEWED THE 990 PRIOR TO FILING. THE 990 WAS FILED ONCE ALL QUESTIONS WERE ADDRESSED AND ALL SIGNATURES OBTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. IF POTENTIAL CONFLICTS ARE REPORTED, SPECIFIC GUIDELINES ARE IMPLEMENTED FOR EACH INDIVIDUAL CASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERSHIP SERVICES TRUST FUND (MSTF) HAS ENTERED INTO AN EXPENSE ALLOCATION AGREEMENT WITH UNITED UNIVERSITY PROFESSIONS (UUP), A RELATED PARTY. THE MSTF PAYS UUP FOR SHARED ADMINISTRATIVE EXPENSES, INCLUDING SALARIES AND BENEFITS. UUP HAS A PROCESS FOR REVIEWING THE OFFICERS' SALARIES WHICH IS FURTHER DESCRIBED ON SCHEDULE J AND UUP'S FORM 990. THE COMPENSATION STRUCTURE OF UUP IS AS FOLLOWS: UUP PAYS SEVERAL OFFICERS & TRUSTEES A STIPEND, AND SOME ALSO RECEIVE A LIVING ALLOWANCE AND A PENSION PAYMENT. ALL OF THESE ITEMS ARE REPORTED ON UUP'S FORM W-2. THE OFFICERS & TRUSTEES ARE ALSO PAID A SALARY AND NON-TAXABLE BENEFITS BY THE STATE UNIVERSITY OF NEW YORK (SUNY). THE SALARIES PAID BY SUNY ARE REPORTED ON A W-2 FROM NY STATE. UUP REIMBURSES NY STATE THE ENTIRE SUNY SALARY AND NON-TAXABLE BENEFITS FOR THOSE INDIVIDUALS BECAUSE THESE INDIVIDUALS' TIME IS SPENT ON UUP-RELATED BUSINESS MATTERS. NY STATE IS AN UNRELATED PARTY TO UUP; HOWEVER, SINCE UUP REIMBURSES NY STATE FOR THE ENTIRE SUNY SALARY, THE SUNY SALARY IS TREATED AS HAVING BEEN PAID BY UUP FOR 990 PURPOSES. COLUMN D OF PART VII OF THE 990 CONTAINS THE TOTAL OF THE OFFICERS & TRUSTEES FORMS W-2 FROM BOTH UUP & NY STATE. COLUMN F OF PART VII OF THE 990 CONTAINS THE TOTAL NON-TAXABLE BENEFITS PAID BY NY STATE FOR THE OFFICERS & TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE MAINTAINED IN THE OFFICE FOR INSPECTION AND REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS DURING THE TAX YEAR.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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/BusinessNameLine1Txt0UNITED UNIVERSITY PROFESSIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0141537599
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1141742655

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,876,929
Liabilities
$797,375
Net assets
$1,079,554
Revenue
$2,465,368
Expenses
$2,424,108
Net income
$41,260
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
2017Detailed filing. Detailed filing data is available for this year.$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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