Civic Intelligence

Opta-Opsrp Benefits Trust Fund

990 • Fiscal year 2016 • EIN 20-7444380

Oct 01, 2015 to Sep 30, 2016 • Filed on Nov 28, 2016

Organization ProfileN/A
725 Center RoadBuffalo, NY 14224

(716) 209-6223

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.00x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

39th percentile

-2.3%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$3,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

30th percentile

-6.3%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-4.2%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$555,892

Down $37,454 (-6.3%) from 2015

Net Assets

Down

$555,892

Down $37,454 (-6.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin39th percentile

Revenue

Down

$967,867

Down $42,537 (-4.2%) from 2015

Expenses

Up

$990,322

Up $75,790 (+8.3%) from 2015

Net Income

Down

-$22,455

Down $118,327 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2016

Assets$555,892
Liabilities$0
Net Assets$555,892
Open 2016 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$967,867
Expenses$990,322
Net Income-$22,455
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 28, 2016
Return Version
2015v2.1
Gross Receipts
$967,867
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$593,346$555,892▼ $37,454
Savings and Temporary Cash Investments$365,745$342,851▼ $22,894
Cash and Non-Interest-Bearing Accounts$227,601$213,041▼ $14,560
Total Assets$593,346$555,892▼ $37,454
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$593,346$555,892▼ $37,454
Total Liabilities and Net Assets / Fund Balance$593,346$555,892▼ $37,454
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Michele FlemingVice President$3,000$3,000
Adam Ziccardi IiiTrustee$2,000$2,000

Board Members and Trustees

NameTitle
Jim WaackPresident
Albert JafarjianTrustee
Majorie KaczmarekTrustee
Peter KalenikTrustee
Rebecca OvertonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$944,217
Investment Income
$3,478
Other Revenue
$20,172
Change in Net Assets
$-22,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,429
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$931,893--$931,893
Fees for Services Management-$51,059-$51,059
Other Expenses-$1,000-$1,000
Office Expenses-$998-$998
Total Functional Expenses$931,893$58,429$0$990,322
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
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
725 Center Road, Buffalo, NY 14224

Signing Officer

Name
Jim Waack
Title
President
Phone
7162096223
Signed
2016-11-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Waack
Formed
2007
Legal Domicile
Ny
Voting Board Members
300
Independent Board Members
300
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 Appendix286 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/AccountantCompileOrReviewInd0true
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The trust provides dental, flex, and 105H medical benefits to eligible participants of the trust
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0931893
IRS990/BenefitsToMembersGrp/TotalAmt0931893
IRS990/BooksInCareOfDetail/PersonNm0JOSEPH ZICCARDI
IRS990/BooksInCareOfDetail/PhoneNum07166755899
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0725 Center Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0West Seneca
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014224
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0227601
IRS990/CashNonInterestBearingGrp/EOYAmt0213041
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0931893
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03478
IRS990/CYOtherExpensesAmt058429
IRS990/CYOtherRevenueAmt020172
IRS990/CYProgramServiceRevenueAmt0944217
IRS990/CYRevenuesLessExpensesAmt0-22455
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0990322
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0967867
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDS ARE HELD IN TRUST TO PROVIDE VARIOUS BENEFITS TO ITS PARTICIPATING MEMBERS. BENEFITS ARE PROVIDED ALL YEAR TO ITS MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt051059
IRS990/FeesForServicesManagementGrp/TotalAmt051059
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM WAACK
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELE FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER KALENIK
IRS990/Form990PartVIISectionAGrp/PersonNm3REBECCA OVERTON
IRS990/Form990PartVIISectionAGrp/PersonNm4ALBERT JAFARJIAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MAJORIE KACZMAREK
IRS990/Form990PartVIISectionAGrp/PersonNm6ADAM ZICCARDI III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt62000
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0300
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0967867
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0300
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03478
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The trust provides dental, flex, and 105H medical
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0593346
IRS990/NetAssetsOrFundBalancesEOYAmt0555892
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0998
IRS990/OfficeExpensesGrp/TotalAmt0998
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/Desc1Stipends
IRS990/OtherExpensesGrp/Desc2Tax Preparation
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0372
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21000
IRS990/OtherExpensesGrp/TotalAmt0372
IRS990/OtherExpensesGrp/TotalAmt15000
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/BusinessCd1525100
IRS990/OtherRevenueMiscGrp/Desc0FICA split income
IRS990/OtherRevenueMiscGrp/Desc1Monthly fees
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020082
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt190
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020082
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt190
IRS990/OtherRevenueTotalAmt020172
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JIM WAACK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employee contributions
IRS990/ProgramServiceRevenueGrp/Desc1Employeer contrubutions
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0189112
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1755105
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0859292
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03252
IRS990/PYOtherExpensesAmt055240
IRS990/PYOtherRevenueAmt023002
IRS990/PYProgramServiceRevenueAmt0984150
IRS990/PYRevenuesLessExpensesAmt095872
IRS990/PYTotalExpensesAmt0914532
IRS990/PYTotalRevenueAmt01010404
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22455
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0593346
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0555892
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0365745
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0342851
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meetings are documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meetings are documented
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Copy of return is available to members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Body reviews payment to officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payment to officers is reviewed
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0593346
IRS990/TotalAssetsEOYAmt0555892
IRS990/TotalAssetsGrp/BOYAmt0593346
IRS990/TotalAssetsGrp/EOYAmt0555892
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058429
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0931893
IRS990/TotalFunctionalExpensesGrp/TotalAmt0990322
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0593346
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0555892
IRS990/TotalProgramServiceRevenueAmt0944217
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0967867
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0967867
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0593346
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0555892
IRS990/TotReportableCompRltdOrgAmt05000
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021 Foxboro Lane
IRS990/USAddress/CityNm0East Amherst
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014051
IRS990/VotingMembersGoverningBodyCnt0300
IRS990/VotingMembersIndependentCnt0300
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM WAACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07162096223
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPTA OPSRP Benefit Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0OPTA
ReturnHeader/Filer/EIN0207444380
ReturnHeader/Filer/PhoneNum07162096223
ReturnHeader/Filer/USAddress/AddressLine1Txt0725 Center Road
ReturnHeader/Filer/USAddress/CityNm0Buffalo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014224
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/PreparationDt02016-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH ZICCARDI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-28T17:54:30-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,892
Liabilities
$0
Net assets
$555,892
Revenue
$967,867
Expenses
$990,322
Net income
-$22,455
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • NTEE Y43 • $500k-$1M nonprofits