Nonprofit · EIN 16-6072836
UPSTATE UNION HEALTH AND WELFARE FUND
Tax-exempt · N SYRACUSE, NY 13212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $335,133 | $315,227 | $19,906 | $1,227,500 | $294,655 | $932,845 |
| December 31, 2023 | 990 | $341,111 | $293,164 | $47,947 | $1,176,084 | $301,983 | $874,101 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $272,329
- Investment income
- $61,544
- Net gain from sales of assets
- $8,777
- Other revenue
- $1,260
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $253,770
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $30,330
- Accounting fees
- $11,200
Balance sheet and other
- Total assets, start of year
- $1,176,084
- Total assets, end of year
- $1,227,500
- Total liabilities, end of year
- $294,655
- Net assets, end of year
- $932,845
- Publicly traded securities
- $1,134,256
- Net assets without donor restrictions
- $932,845
- Gross receipts
- $426,337
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DUANE WRIGHT | CHAIRMAN Trustee or director | 1 | $0 | $129,563 | $66,708 |
| MICHAEL CIMILLUCA | TRUSTEE Trustee or director | 1 | $0 | $123,476 | $66,708 |
| DOUG SHANKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BILL ARNAULT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DUANE WRIGHT | CHAIRMAN Trustee or director | 1 | $0 | $124,136 | $60,847 |
| MICHAEL CIMILLUCA | TRUSTEE Trustee or director | 1 | $0 | $118,852 | $63,927 |
| DOUG SHANKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BERNARD ENGLISH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 149 NORTHERN CONCOURSE STE 100, N SYRACUSE, NY 13212-4063
- Principal officer (990 for 2024)
- DUANE WRIGHT, PO BOX 11037 FRANKLIN SQ STATION, SYRACUSE, NY 13218
- Signed the 990
- DUANE WRIGHT, CHAIRMAN
- Phone
- (315) 471-4164
- Return prepared by
- D'ARCANGELO & CO LLP
Mission
THE ORGANIZATION'S MISSION IS TO PROVIDE VARIOUS BENEFITS TO MEMBERS WHOSE EMPLOYERS ARE SUBJECT TO UNION AGREEMENTS REQUIRING CONTRIBUTIONS TO THE FUND.
Program accomplishments
- THE PROGRAM PROVIDES HEALTH BENEFITS
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 16-6072836
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,227,500
- Income (IRS master file)
- $426,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $335,133 | $315,227 | $1,227,500 | XML |
| 990 | December 2023 | $341,111 | $293,164 | $1,176,084 | XML |
| 990 | December 2022 | $401,074 | $346,706 | $1,096,384 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 16-6072836).
Questions about UPSTATE UNION HEALTH AND WELFARE FUND
- What is the EIN of UPSTATE UNION HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of UPSTATE UNION HEALTH AND WELFARE FUND is 16-6072836.
- Is UPSTATE UNION HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to UPSTATE UNION HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPSTATE UNION HEALTH AND WELFARE 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 UPSTATE UNION HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSTATE UNION HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UPSTATE UNION HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names DUANE WRIGHT.
- Who are the officers and directors of UPSTATE UNION HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does UPSTATE UNION HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $335,133, expenses of $315,227 and total assets of $1,227,500 at year end.
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