Nonprofit · EIN 14-1742655
UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND
Tax-exempt · ALBANY, NY 12212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $51,415,294 | $38,711,046 | $12,704,248 | $117,351,820 | $5,120,205 | $112,231,615 |
| March 31, 2024 | 990 | $46,898,862 | $36,175,096 | $10,723,766 | $103,776,145 | $4,799,440 | $98,976,705 |
| March 31, 2023 | 990 | $43,544,393 | $33,779,405 | $9,764,988 | $88,844,424 | $4,726,749 | $84,117,675 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $46,855,970
- Investment income
- $4,559,324
- Net gain from sales of assets
- $1,271,346
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $16,637
- Accounting fees
- $29,900
- Occupancy
- $194,127
- Travel
- $17,025
- Depreciation
- $43,585
Balance sheet and other
- Total assets, start of year
- $103,776,145
- Total assets, end of year
- $117,351,820
- Total liabilities, end of year
- $5,120,205
- Net assets, end of year
- $112,231,615
- Land, buildings and equipment
- $131,453
- Publicly traded securities
- $76,033,933
- Gross receipts
- $50,143,948
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDERICK E KOWAL | PRESIDENT Trustee or director, Officer | 3 | $0 | $238,986 | $58,593 |
| JERILUANNE O'BRYAN-LOSEE | SECRETARY / TREASURER Trustee or director, Officer | 7 | $0 | $218,336 | $56,572 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 3 | $0 | $196,116 | $51,661 |
| ALISSA KARL | TRUSTEE Trustee or director | 3 | $0 | $191,846 | $52,024 |
| KRISTIE SAMMONS | DIRECTOR OF ORGANIZING Highest-paid employee | 1.2 | $0 | $161,045 | $53,125 |
| TINA GEORGE | DIRECTOR OF FINANCE Highest-paid employee | 26 | $0 | $180,903 | $28,473 |
| DOREEN BANGO | FUND ADMINISTRATOR Highest-paid employee | 37.6 | $0 | $161,249 | $44,761 |
| LYNN ALDERMAN | ASST. TO THE PRESIDENT Highest-paid employee | 14 | $0 | $155,883 | $36,391 |
| LUCAS WILLIAMS | DIRECTOR OF INFORMATION TECHNOLOGY / WEB MANAGER Highest-paid employee | 20 | $0 | $139,816 | $50,753 |
| PATRICK ROMAIN | TRUSTEE Trustee or director | 4 | $0 | $59,377 | $27,687 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELIZABETH HOUGH | COUNSEL TO THE PRESIDENT Highest-paid employee | 1 | $0 | $194,631 | $59,390 |
| JERILUANNE O'BRYAN-LOSEE | SECRETARY / TREASURER Trustee or director, Officer | 7 | $0 | $191,833 | $53,416 |
| FREDERICK E KOWAL | PRESIDENT Trustee or director, Officer | 3 | $0 | $167,357 | $71,934 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 3 | $0 | $183,678 | $43,333 |
| KRISTIE SAMMONS | DIRECTOR OF ORGANIZING Highest-paid employee | 1.2 | $0 | $163,131 | $62,875 |
| DOREEN BANGO | DIRECTOR OF MEMBER SERVICE Highest-paid employee | 37.6 | $0 | $176,389 | $43,422 |
| TINA GEORGE | DIRECTOR OF FINANCE Highest-paid employee | 26 | $0 | $176,073 | $39,794 |
| ALISSA KARL | TRUSTEE Trustee or director | 3 | $0 | $162,542 | $47,920 |
| LYNN ALDERMAN | ASST. TO THE PRESIDENT Highest-paid employee | 14 | $0 | $153,395 | $47,249 |
| PATRICK ROMAIN | TRUSTEE Trustee or director | 4 | $0 | $41,148 | $14,768 |
| THOMAS HOEY | TRUSTEE THROUGH 5/31/2023 Trustee or director | 4 | $0 | $23,210 | $11,412 |
990 for the year ended March 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELIZABETH HOUGH | COUNSEL TO THE PRESIDENT Highest-paid employee | 1 | $0 | $184,595 | $55,309 |
| JERILUANNE O'BRYAN-LOSEE | SECRETARY / TREASURER Trustee or director, Officer | 7 | $0 | $175,662 | $49,747 |
| FREDERICK E KOWAL | PRESIDENT Trustee or director, Officer | 3 | $0 | $161,546 | $61,801 |
| KRISTIE SAMMONS | DIRECTOR OF ORGANIZING Highest-paid employee | 1.2 | $0 | $158,281 | $60,900 |
| ALISSA KARL | TRUSTEE Trustee or director | 3 | $0 | $154,424 | $60,982 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 3 | $0 | $164,742 | $41,358 |
| DOREEN BANGO | DIRECTOR OF MEMBER SERVICE Highest-paid employee | 37.6 | $0 | $163,921 | $40,278 |
| TINA GEORGE | DIRECTOR OF FINANCE Highest-paid employee | 26 | $0 | $156,464 | $36,840 |
| LYNN ALDERMAN | ASST. TO THE PRESIDENT Highest-paid employee | 14 | $0 | $135,637 | $44,257 |
| THOMAS HOEY | TRUSTEE Trustee or director | 4 | $0 | $55,541 | $26,940 |
Address and contacts
- Address (IRS master file)
- PO BOX 15143, ALBANY, NY 12212-5143
- Principal officer (990 for 2024)
- FREDERICK KOWAL, PO BOX 15143, ALBANY, NY 12112
- Signed the 990
- FREDERICK KOWAL, PRESIDENT
- Phone
- (518) 640-6600
- Website
- WWW.UUPINFO.ORG
- Return prepared by
- DERMODY BURKE & BROWN CPAS LLC
Mission
THE PLAN WAS ESTABLISHED PURSUANT TO THE PROVISIONS OF AN AGREEMENT & DECLARATION OF TRUST BETWEEN THE UNITED UNIVERSITY PROFESSIONS & THE BOARD OF TRUSTEES. THE PLAN PROVIDES DENTAL, OPTICAL, LIFE INSURANCE & TUITION SCHOLARSHIP BENEFITS TO PARTICIPANTS & THEIR COVERED DEPENDENTS.
Program accomplishments
- TO PROVIDE DENTAL, OPTICAL, LIFE INSURANCE AND TUITION SCHOLARSHIP BENEFITS TO PARTICIPANTS AND THEIR COVERED DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 14-1742655
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $117,351,820
- Income (IRS master file)
- $50,143,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $51,415,294 | $38,711,046 | $117,351,820 | XML |
| 990 | March 2024 | $46,898,862 | $36,175,096 | $103,776,145 | XML |
| 990 | March 2023 | $43,544,393 | $33,779,405 | $88,844,424 | XML |
| 990 | March 2022 | $45,334,954 | $33,016,885 | $81,922,697 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1742655).
Questions about UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND
- What is the EIN of UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND?
- The employer identification number (EIN) of UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND is 14-1742655.
- Is UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1992.
- Are donations to UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND?
- The 990 for the year ended March 31, 2025 names FREDERICK KOWAL.
- Who are the officers and directors of UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND?
- The 990 for the year ended March 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does UNITED UNIVERSITY PROFESSIONS BENEFIT TRUST FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $51,415,294, expenses of $38,711,046 and total assets of $117,351,820 at year end.
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