Civic Intelligence

Uup Member Services Trust Fund

990 • Fiscal year 2023 • EIN 20-5565657

Apr 01, 2022 to Mar 31, 2023 • Filed on Jan 27, 2024

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

71st percentile

0.28x

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

2023 filings • NTEE J • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

72nd percentile

0.21x

Higher debt load relative to revenue than 72% of similar nonprofits.

2023 filings • NTEE J • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

4.5%

Higher net margin than 52% of similar nonprofits.

2023 filings • NTEE J • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$239,904

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2023 filings • NTEE J • $1M-$5M nonprofits • Source year 2023

Asset Growth

19th percentile

-7.7%

Faster asset growth than 19% of similar nonprofits.

2023 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

7.3%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Flat

$3,378,838

Flat from 2023

Net Assets

Flat

$2,430,711

Flat from 2023

Liabilities

Flat

$948,127

Flat from 2023

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin52nd percentile

Revenue

Flat

$4,456,965

Flat from 2023

Expenses

Flat

$4,255,086

Flat from 2023

Net Income

Flat

$201,879

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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 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

2023

Assets$3,378,838
Liabilities$948,127
Net Assets$2,430,711
Open 2023 Filing

Operations Trend

Revenue Growth53rd 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 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

2023

Revenue$4,456,965
Expenses$4,255,086
Net Income$201,879
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jan 27, 2024
Return Version
2022v5.0
Gross Receipts
$4,456,965
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$2,661,760$2,438,975▼ $222,785
Rtn Earn Endowment Incm Other Fnds$2,290,961$2,430,711▲ $139,750
Investments in Publicly Traded Securities$764,957$744,014▼ $20,943
Investments Other Securities$194,703$177,462▼ $17,241
Accounts Receivable$26,143$12,633▼ $13,510
Land, Buildings, and Equipment, Net$11,506$5,754▼ $5,752
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,659,069$3,378,838▼ $280,231
Liabilities
Deferred Revenue$1,312,859$894,678▼ $418,181
Accounts Payable and Accrued Expenses$55,249$53,449▼ $1,800
Total Liabilities$1,368,108$948,127▼ $419,981
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,290,961$2,430,711▲ $139,750
Total Liabilities and Net Assets / Fund Balance$3,659,069$3,378,838▼ $280,231

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,754$23,014$28,768
Other Securities$177,462--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleOtherTotal
Thomas HoeyTrustee$82,481$82,481

Board Members and Trustees

NameTitle
Frederick E KowalPresident
Tina GeorgeDirector of Finance
Doreen BangoDirector of Member Benefit
Alissa KarlTrustee
Carolyn KubeTrustee
Cindie BaylyAccountant
Elizabeth S HoughCounsel to the Pres
JERILUANNE O'BRYAN-LOSEESec/treas
Joelsen StaleySenior Accountant
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,438,919
Investment Income
$18,046
Other Revenue
$0
Change in Net Assets
$201,879

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,452,930
Revenue Not Reported on Financial Statements
$4,035
Revenue Not Reported on Form 990
$-62,129
Total Revenue per Audited Statements
$4,390,801
Total Revenue per Form 990
$4,456,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,255,086
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---$217,928
Office Expenses---$19,323
Fees for Services Accounting---$11,250
Fees for Services Legal---$7,221
Depreciation Depletion---$5,754
Fees for Service Investment Mgmnt Fees---$4,035
Occupancy---$768
Insurance---$125
Total Functional Expenses$0$0$0$4,255,086

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,255,086
Expenses per Audited Statements$4,251,051
Total Expenses per Audited Statements$4,251,051
Expenses Not Reported on Financial Statements$4,035
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 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
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 member 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
2024-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frederick E Kowal
Formed
2006
Legal Domicile
Ny
Voting Board Members
5
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
Donald E Albright
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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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:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0152590
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1167411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2149530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3161521
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5163921
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt80
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt419561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt515236
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt613209
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt711244
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt810762
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt80
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt260982
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt341358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt435748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt525042
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt60
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt70
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt80
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt18251
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt24894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt33221

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,378,838
Liabilities
$948,127
Net assets
$2,430,711
Revenue
$4,456,965
Expenses
$4,255,086
Net income
$201,879
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
2023Detailed filing. Detailed filing data is available for this year.$3.38$0.95$2.43$4.46$4.26$0.20
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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