Civic Intelligence

Upstate New York Construction Industry Research & Service Tr Fund

990 • Fiscal year 2016 • EIN 27-7039257

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
5959 Versailles RoadLake View, NY 14085

(716) 627-4383

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.00x

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

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

35%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2016

Asset Growth

92nd percentile

41%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-1.2%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$578,091

Up $168,050 (+41%) from 2015

Net Assets

Up

$578,091

Up $168,050 (+41%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin93rd percentile

Revenue

Down

$473,793

Down $5,791 (-1.2%) from 2015

Expenses

Up

$305,743

Up $70,753 (+30%) from 2015

Net Income

Down

$168,050

Down $76,544 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $156,347Liabilities 2011: $95,259Net Assets 2011: $61,0882011Assets 2012: $41,341Net Assets 2012: $41,3412012Assets 2013: $68,681Net Assets 2013: $68,6812013Assets 2015: $410,041Liabilities 2015: $0Net Assets 2015: $410,0412015Assets 2016: $578,091Liabilities 2016: $0Net Assets 2016: $578,0912016Assets 2017: $779,656Liabilities 2017: $0Net Assets 2017: $779,6562017Assets 2018: $921,712Liabilities 2018: $0Net Assets 2018: $921,7122018Assets 2019: $1,063,928Liabilities 2019: $0Net Assets 2019: $1,063,9282019Assets 2020: $1,462,305Liabilities 2020: $0Net Assets 2020: $1,462,3052020Assets 2021: $1,598,668Liabilities 2021: $0Net Assets 2021: $1,598,6682021Assets 2022: $1,401,139Liabilities 2022: $0Net Assets 2022: $1,401,1392022Assets 2023: $1,902,278Liabilities 2023: $0Net Assets 2023: $1,902,2782023Assets 2024: $2,059,096Liabilities 2024: $0Net Assets 2024: $2,059,0962024

Highlighted filing

2016

Assets$578,091
Liabilities$0
Net Assets$578,091
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $253,4162011Revenue 2012: $130,833Expenses 2012: $150,580Net Income 2012: -$19,7472012Revenue 2013: $146,167Expenses 2013: $118,827Net Income 2013: $27,3402013Revenue 2015: $479,584Expenses 2015: $234,990Net Income 2015: $244,5942015Revenue 2016: $473,793Expenses 2016: $305,743Net Income 2016: $168,0502016Revenue 2017: $415,808Expenses 2017: $214,243Net Income 2017: $201,5652017Revenue 2018: $416,533Expenses 2018: $274,477Net Income 2018: $142,0562018Revenue 2019: $398,915Expenses 2019: $256,699Net Income 2019: $142,2162019Revenue 2020: $752,899Expenses 2020: $354,522Net Income 2020: $398,3772020Revenue 2021: $331,156Expenses 2021: $264,206Net Income 2021: $66,9502021Revenue 2022: $317,765Expenses 2022: $435,039Net Income 2022: -$117,2742022Revenue 2023: $919,919Expenses 2023: $540,749Net Income 2023: $379,1702023Revenue 2024: $657,444Expenses 2024: $542,759Net Income 2024: $114,6852024

Highlighted filing

2016

Revenue$473,793
Expenses$305,743
Net Income$168,050
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$473,793
Mission and Program Overview

Mission

To assist workers and employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process, to improve the employment opportunities for employees, to expand the market for the construction industry, to improve communications between labor and management, and to provide workers and employers with opportunities to explore joint approaches to organization and effectiveness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$377,175$549,784▲ $172,609
Accounts Receivable$32,866$28,307▼ $4,559
Total Assets$410,041$578,091▲ $168,050
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$410,041$578,091▲ $168,050
Total Net Assets Fund Balance$410,041$578,091▲ $168,050
Total Liabilities and Net Assets / Fund Balance$410,041$578,091▲ $168,050
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Gary SwainChairman
Alan PeroTrustee
Doug MayTrustee
Paul MccollumTrustee
Todd CurranTrustee
Norm NoonTrustee (for
Revenue and Support

Revenue Composition

Contributions and Grants
$174,000
Program Service Revenue
$299,793
Investment Income
$0
Other Revenue
$0
All Other Contributions
$174,000
Change in Net Assets
$168,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$473,793
Total Revenue per Audited Statements
$473,793
Total Revenue per Form 990
$473,793
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,000
Other Expenses$5,743
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$300,000
Fees for Services Accounting---$5,200
Insurance---$499
Office Expenses---$44
Total Functional Expenses$0$0$0$305,743

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,743
Total Expenses per Audited Statements$305,743
Total Expenses per Form 990$305,743
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New York Foundation for Fair ContraLake View, NY501c5Funding$300,000
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
The Nys Foundation for Fair ContracBrother/sisterProgram FundingNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Form 990 is presented to the trustee's for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Any potential conflicts of interest are discussed and resolved in conjunction with periodic reviews of all financial transactions.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Upstate New York Construction
EIN
27-7039257
Phone
7166274383
Address
5959 VERSAILLES ROAD, LAKE VIEW, NY 14085

Signing Officer

Name
Gary Swain
Title
Chairman
Phone
7166272648
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Swain
Formed
2011
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
ARCARA ZUCARELLI LENDA & ASSOC CPA'S PC
Address
5214 MAIN ST STE 200, WILLIAMSVILLE, NY 14221
Preparer
David Arcara CPA
Phone
7166342722
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To assist workers and employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process, to improve the employment opportunities for employees, to expand the market for the construction industry, to improve communications between labor and management, and to provide workers and employers with opportunities to explore joint approaches to organization and effectiveness.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Accounting principles generally accepted in the united states of america require the trustees to evaluate tax positions taken by the trust and recognize a tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The trustees and the trust's legal counsel have analyzed the tax positions taken by the trust, and have concluded that as of december 31, 2016 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements.”

Raw XML Appendix318 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/Form990PartVIISectionAGrp/PersonNm3TODD CURRAN
IRS990/Form990PartVIISectionAGrp/PersonNm4NORM NOON
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY SWAIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE (FOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GrantToRelatedPersonInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUSTEES TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUSTEES AND THE TRUST'S LEGAL COUNSEL HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2016 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/RecipientEIN0277039257
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKE VIEW
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PROGRAM FUNDING
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0IN 2016, THE TRUST FUNDED THE ACTIVITIES OF THE NEW YORK FOUNDATION FOR FAIR CONTRACTING, A NOT-FOR-PROFIT ORGANIZATION, THAT SEEKS TO "LEVEL THE PLAYING FIELD" IN PUBLIC WORKS CONSTRUCTION FOR THE BENEFIT OF CONTRACTORS, WORKERS AND TAXPAYERS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS, TO IMPROVE THE EMPLOYMENT OPPORTUNITIES FOR EMPLOYEES, TO EXPAND THE MARKET FOR THE CONSTRUCTION INDUSTRY, TO IMPROVE COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT, AND TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO EXPLORE JOINT APPROACHES TO ORGANIZATION AND EFFECTIVENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PRESENTED TO THE TRUSTEE'S FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AND RESOLVED IN CONJUNCTION WITH PERIODIC REVIEWS OF ALL FINANCIAL TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAKE VIEW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014085
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0410041
IRS990/TotalAssetsEOYAmt0578091
IRS990/TotalAssetsGrp/BOYAmt0410041
IRS990/TotalAssetsGrp/EOYAmt0578091
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0174000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0305743
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IRS990/TotalProgramServiceRevenueAmt0299793
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0299793
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0473793
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0410041
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578091
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0410041
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0578091
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LAKEVIEW
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014085
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY SWAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07166272648
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTATE NEW YORK CONSTRUCTION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INDUSTRY RESEARCH & SERVICE TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0UPST
ReturnHeader/Filer/EIN0277039257
ReturnHeader/Filer/PhoneNum07166274383
ReturnHeader/Filer/USAddress/AddressLine1Txt05959 VERSAILLES ROAD
ReturnHeader/Filer/USAddress/CityNm0LAKE VIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014085
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B0DDEAEB1485227F8D6DF51ADC50D3F05D554D8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0432FB2A7AC9BA140FE527AC3F1546A4B3396784E
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471793720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCARA ZUCARELLI LENDA & ASSOC CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05214 MAIN ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07166342722
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ARCARA CPA
ReturnHeader/ReturnTs02017-05-11T09:42:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$578,091
Liabilities
$0
Net assets
$578,091
Revenue
$473,793
Expenses
$305,743
Net income
$168,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.66$0.54$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.92$0.54$0.38
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.32$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.33$0.26$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.75$0.35$0.40
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.40$0.26$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.42$0.27$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.42$0.21$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.47$0.31$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.48$0.23$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.15$0.12$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.04$0.13$0.15$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.10$0.06$0.25