Civic Intelligence

Upstate New York Construction Industry Research & Service Tr Fund

990 • Fiscal year 2020 • EIN 27-7039257

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

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

12th percentile

0.00x

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

2020 filings • NTEE J • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.00x

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

2020 filings • NTEE J • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

53%

Higher net margin than 94% of similar nonprofits.

2020 filings • NTEE J • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2020 filings • NTEE J • $1M-$5M nonprofits • Source year 2020

Asset Growth

82nd percentile

37%

Faster asset growth than 82% of similar nonprofits.

2020 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

89%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,462,305

Up $398,377 (+37%) from 2019

Net Assets

Up

$1,462,305

Up $398,377 (+37%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

Up

$752,899

Up $353,984 (+89%) from 2019

Expenses

Up

$354,522

Up $97,823 (+38%) from 2019

Net Income

Up

$398,377

Up $256,161 (+180%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2020

Assets$1,462,305
Liabilities$0
Net Assets$1,462,305
Open 2020 Filing

Operations Trend

Revenue Growth93rd 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

2020

Revenue$752,899
Expenses$354,522
Net Income$398,377
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.0
Gross Receipts
$752,899
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
Savings and Temporary Cash Investments-$800,000-
Accounts Receivable$35,405$397,880▲ $362,475
Cash and Non-Interest-Bearing Accounts$1,028,523$264,425▼ $764,098
Total Assets$1,063,928$1,462,305▲ $398,377
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,063,928$1,462,305▲ $398,377
Total Net Assets Fund Balance$1,063,928$1,462,305▲ $398,377
Total Liabilities and Net Assets / Fund Balance$1,063,928$1,462,305▲ $398,377
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Gary SwainChairman
Alan PeroTrustee
Chip StephensonTrustee
Doug MayTrustee
Grant MaloneTrustee
Jim LoganTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$459,000
Program Service Revenue
$293,899
Investment Income
$0
Other Revenue
$0
All Other Contributions
$459,000
Change in Net Assets
$398,377

Audited Revenue Reconciliation

Revenue per Audited Statements
$752,899
Total Revenue per Audited Statements
$752,899
Total Revenue per Form 990
$752,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$348,000
Other Expenses$6,522
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$348,000
Fees for Services Accounting---$6,500
Office Expenses---$22
Total Functional Expenses$0$0$0$354,522

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$354,522
Total Expenses per Audited Statements$354,522
Total Expenses per Form 990$354,522
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New York Foundation for Fair ContraLake View, NY501c5Funding$348,000
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 35% controlled entity
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

“The form 990 is presented at a board meeting, or is presented to the board members via mail or email if a meeting is not scheduled, for approval prior to filing.”

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

“Board members are required to sign a conflict of interest statement on an annual basis.”

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
7166274383
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Swain
Formed
2011
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
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 management 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 board of trustees and the trust's legal counsel have analyzed the tax positions taken by the trust, and have concluded that as of december 31, 2020 there are no uncertain positions taken or expected to be taken that would require recognition of a liability to disclosure in the financial statements. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that the trust is no longer subject to income tax examination for the years prior to december 31, 2017.”

Raw XML Appendix326 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/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT 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 BOARD OF TRUSTEES AND THE TRUST'S LEGAL COUNSEL HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2020 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY TO DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THAT THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR THE YEARS PRIOR TO DECEMBER 31, 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PROGRAM FUNDING
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0IN 2020 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/ExplanationTxt1THE FORM 990 IS PRESENTED AT A BOARD MEETING, OR IS PRESENTED TO THE BOARD MEMBERS VIA MAIL OR EMAIL IF A MEETING IS NOT SCHEDULED, FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,462,305
Liabilities
$0
Net assets
$1,462,305
Revenue
$752,899
Expenses
$354,522
Net income
$398,377
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