Nonprofit · EIN 22-2480854
NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR
Tax-exempt · LATHAM, NY 12110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $17,969,501 | $15,039,756 | $2,929,745 | $110,539,076 | $40,681,492 | $69,857,584 |
| August 31, 2024 | 990 | $18,491,676 | $11,661,045 | $6,830,631 | $102,167,026 | $37,278,754 | $64,888,272 |
| August 31, 2023 | 990 | $15,581,239 | $12,375,508 | $3,205,731 | $92,198,961 | $39,352,891 | $52,846,070 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,600,720
- Investment income
- $4,013,338
- Net gain from sales of assets
- $478,934
- Other revenue
- $9,355,443
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,372,948
- Other salaries and wages
- $2,110,497
- Salaries, compensation and benefits (total)
- $2,931,526
- Professional fundraising fees
- $0
- Legal fees
- $69,309
- Accounting fees
- $55,917
- Occupancy
- $363,245
- Travel
- $19,794
- Depreciation
- $7,811
Balance sheet and other
- Total assets, start of year
- $102,167,026
- Total assets, end of year
- $110,539,076
- Total liabilities, end of year
- $40,681,492
- Net assets, end of year
- $69,857,584
- Land, buildings and equipment
- $20,379
- Publicly traded securities
- $57,278,621
- Gross receipts
- $46,563,934
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY LOCKWOOD | DIRECTOR OF FINANCE Highest-paid employee | 2 | $0 | $222,424 | $122,950 |
| JACLYN L FERRUCCI | DEPUTY DIRECTOR FINANCE Highest-paid employee | 9 | $0 | $196,064 | $113,453 |
| DEREK CLEMENT | ASST IN MEMBER BENEFITS Highest-paid employee | 35 | $0 | $168,311 | $105,314 |
| J PHILIPPE ABRAHAM | TRUSTEE-CHAIR Trustee or director, Officer | 17 | $0 | $165,584 | $99,570 |
| ADAM DOLING | MEMBER BENEFITS SPECIALIST Highest-paid employee | 35 | $0 | $123,088 | $90,510 |
| MICHELLE KENNEDY | MEMBER BENEFITS Highest-paid employee | 35 | $0 | $123,355 | $83,344 |
| ANTHONY NICODEMO | TRUSTEE Trustee or director | 2 | $0 | $16,747 | $0 |
| LORETTA DONLON | TRUSTEE Trustee or director | 2 | $0 | $16,747 | $0 |
| MICHAEL SILL | TRUSTEE Trustee or director | 2 | $0 | $16,747 | $0 |
| NATALIE MCKAY | TRUSTEE Trustee or director | 2 | $0 | $16,747 | $0 |
| ANGELINA RIVERA | TRUSTEE Trustee or director | 2 | $0 | $16,747 | $0 |
| RODERICK SHERMAN | TRUSTEE-SECRETARY Trustee or director, Officer | 2 | $0 | $2,875 | $0 |
| KEVIN PETERMAN | TRUSTEE Trustee or director | 2 | $0 | $2,875 | $0 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| AMBER CHANDLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY LOCKWOOD | DIRECTOR OF FINANCE Highest-paid employee | 2 | $0 | $229,683 | $132,096 |
| MICHAEL TRAVINSKI | ASSOC GENERAL COUNSEL Highest-paid employee | 7 | $0 | $211,012 | $132,295 |
| JACLYN L FERRUCCI | DEPUTY DIRECTOR FINANCE Highest-paid employee | 9 | $0 | $191,252 | $119,379 |
| BETSY L PORTER | MANAGER, MEMBER BENEFITS Key employee | 35 | $0 | $175,792 | $114,581 |
| DEREK CLEMENT | ASST IN MEMBER BENEFITS Highest-paid employee | 35 | $0 | $168,758 | $109,952 |
| J PHILIPPE ABRAHAM | TRUSTEE-CHAIR Trustee or director, Officer | 17 | $0 | $163,978 | $101,726 |
| GINGER LACHAPELLE | DIRECTOR OF MEMBER BENEFITS Key employee | 35 | $0 | $157,936 | $90,644 |
| DEBRA FELLOWS | ASST MGR MEMBER BENEFITS Highest-paid employee | 35 | $0 | $140,371 | $75,626 |
| LORETTA DONLON | TRUSTEE Trustee or director | 2 | $0 | $16,418 | $0 |
| MICHAEL SILL | TRUSTEE Trustee or director | 2 | $0 | $16,418 | $0 |
| AMBER CHANDLER | TRUSTEE Trustee or director | 2 | $0 | $16,418 | $0 |
| ANGELINA RIVERA | TRUSTEE Trustee or director | 2 | $0 | $16,418 | $0 |
| NATALIE MCKAY | TRUSTEE Trustee or director | 2 | $0 | $13,310 | $0 |
| ANTHONY NICODEMO | TRUSTEE Trustee or director | 2 | $0 | $11,542 | $0 |
| RODERICK SHERMAN | TRUSTEE-SECRETARY Trustee or director, Officer | 2 | $0 | $2,705 | $0 |
| KEVIN PETERMAN | TRUSTEE Trustee or director | 2 | $0 | $2,705 | $0 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY LOCKWOOD | DIRECTOR OF FINANCE Highest-paid employee | 2 | $0 | $209,804 | $117,042 |
| MICHAEL TRAVINSKI | ASSOC GENERAL COUNSEL Highest-paid employee | 7 | $0 | $205,746 | $103,891 |
| JACLYN L FERRUCCI | DEPUTY DIRECTOR FINANCE Highest-paid employee | 9 | $0 | $178,741 | $107,065 |
| BETSY L PORTER | MANAGER, MEMBER BENEFITS Highest-paid employee | 35 | $0 | $167,876 | $103,884 |
| DEREK CLEMENT | ASST IN MEMBER BENEFITS Highest-paid employee | 35 | $0 | $166,526 | $103,540 |
| J PHILIPPE ABRAHAM | TRUSTEE-CHAIR Trustee or director, Officer | 17 | $0 | $162,574 | $95,419 |
| JEFFREY HARTNETT | DIRECTOR OF MEMBER BENEFIT Former | 35 | $0 | $118,026 | $119,900 |
| ANGELINA RIVERA | TRUSTEE Trustee or director | 2 | $0 | $16,596 | $0 |
| LORETTA DONLON | TRUSTEE Trustee or director | 2 | $0 | $16,096 | $0 |
| MICHAEL SILL | TRUSTEE Trustee or director | 2 | $0 | $16,096 | $0 |
| NATALIE MCKAY | TRUSTEE Trustee or director | 2 | $0 | $5,237 | $0 |
| RODERICK SHERMAN | TRUSTEE-SECRETARY Trustee or director, Officer | 2 | $0 | $2,555 | $0 |
| KEVIN PETERMAN | TRUSTEE Trustee or director | 2 | $0 | $2,555 | $0 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 2 | $0 | $1,301 | $0 |
| ANTHONY NICODEMO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| AMBER CHANDLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 TROY SCHENECTADY RD, LATHAM, NY 12110-2455
- Principal officer (990 for 2024)
- J PHILIPPE ABRAHAM, 800 TROY SCHENECTADY ROAD, LATHAM, NY 121102455
- Signed the 990
- J PHILIPPE ABRAHAM, TRUSTEE
- Phone
- (518) 213-6000
- Return prepared by
- WEAVER AND TIDWELL LLP
Mission
ENDORSING QUALITY PROGRAMS THAT ARE COMPETITIVELY PRICED AND ARE DESIGNED TO PROVIDE FINANCIAL EDUCATION AND SECURITY FOR MEMBERS AND THEIR FAMILIES.
Program accomplishments
- PEER SUPPORT LINETHE PEER SUPPORT LINE, AVAILABLE THROUGH RUTGERS UNIVERSITY BEHAVIORAL HEALTH CARE, IS A CONFIDENTIAL HELPLINE PROVIDED AT NO COST TO ALL NYSUT MEMBERS AND THEIR FAMILIES. STAFFED BY TRAINED IN-SERVICE AND RETIRED INDIVIDUALS WHO UNDERSTAND THE UNIQUE PROFESSIONAL AND PERSONAL CHALLENGES OF NYSUT MEMBERS, THE PEER SUPPORT LINE CAN PROVIDE ANSWERS, RESOURCES, AND EMPATHETIC SUPPORT WHEN IT IS NEEDED.
- LEGAL ASSISTANCE PLANTHE LEGAL ASSISTANCE PLAN IS AVAILABLE AT NO COST TO NYSUT MEMBERS IN A NON-FULL DUES CATEGORY OR SPLIT DUES CATEGORY. PROVIDED BY THE LAW FIRM OF FELDMAN, KRAMER & MONACO, P.C., THIS PLAN PROVIDES ELIGIBLE MEMBERS WITH FREE TELEPHONE ACCESS TO ATTORNEYS AS WELL AS A LIMITED NUMBER OF LEGAL DOCUMENTS.
- PREMIUM CALM SERVICETHE PREMIUM CALM SUBSCRIPTION PROVIDES ALL NYSUT IN-SERVICE AND RETIREE MEMBERS WITH UNLIMITED FREE ACCESS TO THE FULL LIBRARY OF SLEEP, MEDITATION, AND RELAXATION CONTENT AT CALM.COM AND IN THE CALM APP, WHICH CAN BE UTILIZED VIA A DESKTOP, LAPTOP, TABLET, OR MOBILE DEVICE (IOS OR ANDROID). MEMBERS CAN ADD UP TO FIVE DEPENDENTS (AGE 16 OR OLDER) TO RECEIVE THEIR OWN PREMIUM CALM SUBSCRIPTION.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 22-2480854
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $110,539,076
- Income (IRS master file)
- $46,563,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $17,969,501 | $15,039,756 | $110,539,076 | XML |
| 990 | August 2024 | $18,491,676 | $11,661,045 | $102,167,026 | XML |
| 990 | August 2023 | $15,581,239 | $12,375,508 | $92,198,961 | XML |
| 990 | August 2022 | $17,673,136 | $11,170,496 | $84,930,451 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 22-2480854).
Questions about NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR
- What is the EIN of NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR?
- The employer identification number (EIN) of NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR is 22-2480854.
- Is NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1984.
- Are donations to NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR 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 NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR?
- The 990 for the year ended August 31, 2025 names J PHILIPPE ABRAHAM.
- Who are the officers and directors of NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR?
- The 990 for the year ended August 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $17,969,501, expenses of $15,039,756 and total assets of $110,539,076 at year end.
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