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Nonprofit · EIN 20-7444380

OPTA-OPSRP BENEFITS TRUST FUND

Also known as ADAM ZICCARDI TTEE

Tax-exempt · WEST SENECA, NY 14224

Financials

$1.3M$1.2M2023$2.4M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of OPTA-OPSRP BENEFITS TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$2,358,257$1,784,678$573,579$2,706,368$0$2,706,368
September 30, 2024990$1,262,247$1,163,750$98,497$0$0$0
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,258,937
Investment income
$55,469
Other revenue
$43,851

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,735,066
Compensation of officers, directors and key employees
$5,500
Salaries, compensation and benefits (total)
$5,500
Professional fundraising fees
$0
Accounting fees
$2,500
Program services (functional)
$1,784,678

Balance sheet and other

Total assets, start of year
$2,132,789
Total assets, end of year
$2,706,368
Total liabilities, end of year
$0
Net assets, end of year
$2,706,368
Gross receipts
$2,358,257
Employees
0
Volunteers
0
Year formed
2007
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Jim WaackPresident
Officer
1$0
Pete KalenikTrustee
Trustee or director
1$0
Rebecca OvertonTrustee
Trustee or director
1$0
Albert JafarjianTrustee
Trustee or director
1$0
Majorie KaczmarekTrustee
Trustee or director
1$0
Janet StadeyTrustee
Trustee or director
1$0
990 for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
Jim WaackPresident
Officer
1$0
Pete KalenikTrustee
Trustee or director
1$0
Rebecca OvertonTrustee
Trustee or director
1$0
Albert JafarjianTrustee
Trustee or director
1$0
Majorie KaczmarekTrustee
Trustee or director
1$0
Janet StadeyTrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
53 ROOSEVELT AVE, WEST SENECA, NY 14224-3136
In care of
% ARCARA AND BORCZYNSKI
Principal officer (990 for 2024)
Peter Kalenik, 53 Roosevelt Ave, Buffalo, NY 14224
Signed the 990
Jim Waack, President
Phone
(716) 209-6223
Return prepared by
Loophole and Associates

Mission

The trust provides dental, flex, and 105H medical benefits to eligible participants of the trust

990 for the year ended September 30, 2025

Program accomplishments

  • Funds are held in trust to provide various benefits to its participating members. Benefits are provided all year to its members.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
20-7444380
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,706,368
Income (IRS master file)
$2,358,257

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$2,358,257$1,784,678$2,706,368IRS
990September 2024$1,262,247$1,163,750$0XML
990September 2023$1,744,268$1,253,182$0IRS
990September 2022–––IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 20-7444380).

Questions about OPTA-OPSRP BENEFITS TRUST FUND

What is the EIN of OPTA-OPSRP BENEFITS TRUST FUND?
The employer identification number (EIN) of OPTA-OPSRP BENEFITS TRUST FUND is 20-7444380.
Is OPTA-OPSRP BENEFITS TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to OPTA-OPSRP BENEFITS TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does OPTA-OPSRP BENEFITS 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 OPTA-OPSRP BENEFITS TRUST FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OPTA-OPSRP BENEFITS TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of OPTA-OPSRP BENEFITS TRUST FUND?
The 990 for the year ended September 30, 2025 names Peter Kalenik.
Who are the officers and directors of OPTA-OPSRP BENEFITS TRUST FUND?
The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does OPTA-OPSRP BENEFITS TRUST FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $2,358,257, expenses of $1,784,678 and total assets of $2,706,368 at year end.

Other nonprofits in WEST SENECA

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