Nonprofit · EIN 27-7039257
UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND
Tax-exempt · LAKE VIEW, NY 14085
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,325,213 | $768,341 | $556,872 | $2,696,580 | $0 | $2,696,580 |
| December 31, 2024 | 990 | $657,444 | $542,759 | $114,685 | $2,059,096 | $0 | $2,059,096 |
| December 31, 2023 | 990 | $919,919 | $540,749 | $379,170 | $1,902,278 | $0 | $1,902,278 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $540,000
- Program service revenue
- $730,328
- Investment income
- $54,885
- Net gain from sales of assets
- $10,953
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $750,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $9,900
Balance sheet and other
- Total assets, start of year
- $2,059,096
- Total assets, end of year
- $2,696,580
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,696,580
- Publicly traded securities
- $1,854,893
- Net assets without donor restrictions
- $2,696,580
- Gross receipts
- $2,551,159
- Employees
- 0
- Year formed
- 2011
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J FEKETE | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| JON LANSE | TRUSTEE Trustee or director | 0.25 | $0 |
| JIM LOGAN | TRUSTEE Trustee or director | 0.25 | $0 |
| GRANT MALONE | TRUSTEE Trustee or director | 0.25 | $0 |
| DOUG MAY | TRUSTEE Trustee or director | 0.25 | $0 |
| NICK OSINSKI | TRUSTEE Trustee or director | 0.25 | $0 |
| ALAN PERO | TRUSTEE (FOR Trustee or director | 0.25 | $0 |
| HL STEPHENSON | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J FEKETE | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| JIM LOGAN | TRUSTEE Trustee or director | 0.25 | $0 |
| GRANT MALONE | TRUSTEE Trustee or director | 0.25 | $0 |
| DOUG MAY | TRUSTEE Trustee or director | 0.25 | $0 |
| ALAN PERO | TRUSTEE Trustee or director | 0.25 | $0 |
| HL STEPHENSON | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J FEKETE | CHAIRMAN Trustee or director, Officer | 2 | $0 |
| JIM LOGAN | TRUSTEE Trustee or director | 0.25 | $0 |
| GRANT MALONE | TRUSTEE Trustee or director | 0.25 | $0 |
| DOUG MAY | TRUSTEE Trustee or director | 0.25 | $0 |
| ALAN PERO | TRUSTEE Trustee or director | 0.25 | $0 |
| HL STEPHENSON | TRUSTEE Trustee or director | 0.25 | $0 |
| GARY SWAIN | CHAIRMAN (FO Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5959 VERSAILLES RD, LAKE VIEW, NY 14085-9649
- In care of
- % INTERNATIONAL UNION OF OPERATING
- Principal officer (990 for 2025)
- WILLIAM J FEKETE, 5959 VERSAILLES ROAD, LAKE VIEW, NY 14085
- Signed the 990
- WILLIAM J FEKETE, CHAIRMAN
- Phone
- (716) 627-4383
- Return prepared by
- ARCARA LENDA EUSANIO & STACEY CPA'S PC
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.
Program accomplishments
- THE ORGANIZATION ENGAGES IN ACTIVITIES THAT WILL FURTHER THE INTERESTS OF MANAGEMENT AND LABOR. THE TRUST HELPS FUND 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.
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 | 990 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
- 27-7039257
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $2,696,580
- Income (IRS master file)
- $2,551,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,325,213 | $768,341 | $2,696,580 | IRS |
| 990 | December 2024 | $657,444 | $542,759 | $2,059,096 | XML |
| 990 | December 2023 | $919,919 | $540,749 | $1,902,278 | XML |
| 990 | December 2022 | $317,765 | $435,039 | $1,401,139 | 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 27-7039257).
Questions about UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND
- What is the EIN of UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND?
- The employer identification number (EIN) of UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND is 27-7039257.
- Is UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2012.
- Are donations to UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR 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 NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND?
- The 990 for the year ended December 31, 2025 names WILLIAM J FEKETE.
- Who are the officers and directors of UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does UPSTATE NEW YORK CONSTRUCTION INDUSTRY AND RESEARCH SRVC TR FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,325,213, expenses of $768,341 and total assets of $2,696,580 at year end.
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