Civic Intelligence

Opta Opsrp Benefit Trust Fund

EIN 20-7444380 • 501(c)9 • West Seneca, NY

Profile

The trust provides dental, flex, and 105H medical benefits to eligible participants of the trust

53 Roosevelt AvenueWest Seneca, NY 14224

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2025

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,706,368

Up $2,706,368 from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,706,368

Up $2,706,368 from 2024

Operations
Liabilities / Revenue50th percentileNet Margin74th percentile

Revenue

Up

$2,358,257

Up $1,096,010 (+87%) from 2024

Expenses

Up

$1,784,678

Up $620,928 (+53%) from 2024

Net Income

Up

$573,579

Up $475,082 (+482%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $507,553Liabilities 2011: $44,255Net Assets 2011: $463,2982011Assets 2012: $445,556Liabilities 2012: $50,000Net Assets 2012: $395,5562012Assets 2013: $472,155Liabilities 2013: $0Net Assets 2013: $472,1552013Assets 2014: $497,473Liabilities 2014: $0Net Assets 2014: $497,4732014Assets 2015: $593,346Liabilities 2015: $0Net Assets 2015: $593,3462015Assets 2016: $555,892Liabilities 2016: $0Net Assets 2016: $555,8922016Assets 2017: $740,615Liabilities 2017: $0Net Assets 2017: $740,6152017Assets 2018: $878,028Liabilities 2018: $0Net Assets 2018: $878,0282018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $2,706,368Liabilities 2025: $0Net Assets 2025: $2,706,3682025

Highlighted filing

2025

Assets$2,706,368
Liabilities$0
Net Assets$2,706,368
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $863,2022011Expenses 2012: $1,002,0742012Revenue 2013: $1,038,686Expenses 2013: $999,421Net Income 2013: $39,2652013Revenue 2014: $939,558Expenses 2014: $914,240Net Income 2014: $25,3182014Revenue 2015: $1,010,404Expenses 2015: $914,532Net Income 2015: $95,8722015Revenue 2016: $967,867Expenses 2016: $990,322Net Income 2016: -$22,4552016Revenue 2017: $1,356,185Expenses 2017: $1,171,464Net Income 2017: $184,7212017Revenue 2018: $1,237,096Expenses 2018: $1,099,647Net Income 2018: $137,4492018Revenue 2019: $1,285,642Expenses 2019: $1,121,315Net Income 2019: $164,3272019Revenue 2020: $1,306,827Expenses 2020: $984,611Net Income 2020: $322,2162020Revenue 2021: $1,230,373Expenses 2021: $1,113,049Net Income 2021: $117,3242021Revenue 2022: $1,340,995Expenses 2022: $126,991Net Income 2022: $1,214,0042022Revenue 2023: $1,744,268Expenses 2023: $1,253,182Net Income 2023: $491,0862023Revenue 2024: $1,262,247Expenses 2024: $1,163,750Net Income 2024: $98,4972024Revenue 2025: $2,358,257Expenses 2025: $1,784,678Net Income 2025: $573,5792025

Highlighted filing

2025

Revenue$2,358,257
Expenses$1,784,678
Net Income$573,579
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,706,368
Liabilities
$0
Net assets
$2,706,368
Revenue
$2,358,257
Expenses
$1,784,678
Net income
$573,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$2.36$1.78$0.57
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.26$1.16$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.74$1.25$0.49
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.34$0.13$1.21
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.23$1.11$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.31$0.98$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.29$1.12$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.24$1.10$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.36$1.17$0.18
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.97$0.99$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.01$0.91$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.94$0.91$0.03
2013Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$1.04$1.00$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.05$0.40$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.04$0.46$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$2,358,257
Mission and Program Overview

Mission

The trust provides dental, flex, and 105H medical benefits to eligible participants of the trust

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,132,789$2,706,368▲ $573,579
Savings and Temporary Cash Investments$2,132,789$1,834,733▼ $298,056
Cash and Non-Interest-Bearing Accounts-$871,635-
Total Assets$2,132,789$2,706,368▲ $573,579
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,132,789$2,706,368▲ $573,579
Total Liabilities and Net Assets / Fund Balance$2,132,789$2,706,368▲ $573,579
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jim WaackPresident
Albert JafarjianTrustee
Janet StadeyTrustee
Majorie KaczmarekTrustee
Pete KalenikTrustee
Rebecca OvertonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,258,937
Investment Income
$55,469
Other Revenue
$43,851
Change in Net Assets
$573,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$44,112
Salaries, Compensation, and Employee Benefits$5,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,735,066--$1,735,066
Fees for Services Management$40,805$0$0$40,805
Current Officers, Directors, Trustees, and Key Employees$5,500$0$0$5,500
Fees for Services Accounting$2,500$0$0$2,500
Office Expenses$807$0$0$807
Total Functional Expenses$1,784,678$0$0$1,784,678
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-BrotherAccounting & Tax PreparationNo$2,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
OPTA OPSRP Benefit Trust Fund
EIN
20-7444380
Phone
7162096223
Address
53 Roosevelt Avenue, West Seneca, NY 14224
Doing Business As
co Peter Kalenik

Signing Officer

Name
Jim Waack
Title
President
Phone
7162096223
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Kalenik
Formed
2007
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Loophole and Associates
Address
725 Center Rd, West Seneca, NY 14224
Preparer
Joseph Ziccardi
Phone
7166755899
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“Meetings are documented”

Pt VI, Line 8B

“Meetings are documented”

Pt VI, Line 11B

“Copy of return is available to members”

Pt VI, Line 15A

“Body reviews payment to officers”

Pt VI, Line 15B

“Payment to officers is reviewed”

Raw XML Appendix299 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt053 Roosevelt Ave
IRS990/USAddress/CityNm0Buffalo
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014224
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Waack
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07162096223
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTA OPSRP Benefit Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0OPTA
ReturnHeader/Filer/EIN0207444380
ReturnHeader/Filer/PhoneNum07162096223
ReturnHeader/Filer/USAddress/AddressLine1Txt053 Roosevelt Avenue
ReturnHeader/Filer/USAddress/CityNm0West Seneca
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014224
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475204828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Loophole and Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0725 Center Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Seneca
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014224
ReturnHeader/PreparerPersonGrp/PhoneNum07166755899
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Ziccardi
ReturnHeader/ReturnTs02025-10-31T14:37:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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