Nonprofit · EIN 15-0582931
UPSTATE NEW YORK ENGINEERS HEALTH FUND
Tax-exempt · SYRACUSE, NY 13205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $61,608,685 | $45,541,378 | $16,067,307 | $136,570,087 | $8,316,032 | $128,254,055 |
| March 31, 2024 | 990 | $53,193,242 | $48,812,179 | $4,381,063 | $120,779,135 | $7,657,254 | $113,121,881 |
| March 31, 2023 | 990 | $45,192,625 | $41,198,453 | $3,994,172 | $111,584,065 | $6,773,426 | $104,810,639 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $53,081,005
- Investment income
- $8,027,479
- Net gain from sales of assets
- $3,290,707
- Other revenue
- $500,201
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $42,312,046
- Compensation of officers, directors and key employees
- $229,405
- Other salaries and wages
- $1,411,847
- Salaries, compensation and benefits (total)
- $2,469,198
- Professional fundraising fees
- $0
- Legal fees
- $219,703
- Accounting fees
- $67,692
- Occupancy
- $142,932
Balance sheet and other
- Total assets, start of year
- $120,779,135
- Total assets, end of year
- $136,570,087
- Total liabilities, end of year
- $8,316,032
- Net assets, end of year
- $128,254,055
- Publicly traded securities
- $125,205,040
- Gross receipts
- $63,510,850
- Employees
- 20
- Volunteers
- 0
- Year formed
- 1957
- 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 | Other / benefits |
|---|---|---|---|---|
| DEBORAH SPAULDING | FUND ADMINISTRATOR Officer | 19 | $181,723 | $47,682 |
| VICKIE CROAD | ADMINISTRATIVE Highest-paid employee | 23 | $119,112 | $65,248 |
| VICTORIA COLE | SUPERVISOR Highest-paid employee | 35 | $101,931 | $68,574 |
| WILLIAM FEKETE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN LANSE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRANT MALONE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| DON SMITH EFF 1124 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSHUA WILLIAMS | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIM GAYLORD | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| EARL R HALL | CHRMN/EMP TRSTEE Trustee or director | 1 | $0 | $0 |
| TOM KEELER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS MAY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICKOLAUS OSINSKI | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| KARL BUTTON THRU 1024 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBORAH SPAULDING | FUND ADMINISTRATOR Officer | 33 | $166,309 | $42,793 |
| KARL BUTTON EFF 823 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILLIAM FEKETE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN LANSE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRANT MALONE EFF 423 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSHUA WILLIAMS EFF 1123 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| THERON H HOGLE THRU 723 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL LYONS THRU 423 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GARY SWAIN THRU 1123 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIM GAYLORD EFF 1223 | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| EARL R HALL | CHRMN/EMP TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM KEELER EFF 224 | CHRMN/EMP TRSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS MAY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICKOLAUS OSINSKI | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| EUGENE D HALLOCK III THRU 1123 | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES LOGAN THRU 1223 | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DEBORAH SPAULDING | FUND ADMINISTRATOR Officer | 33 | $134,654 | $40,934 |
| WILLIAM FEKETE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| THERON H HOGLE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN LANSE - EFF 922 | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL LYONS | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| GARY SWAIN | UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL J MCGRAW - THRU 922 | CHAIRMAN/UNION TRUSTEE Trustee or director | 1 | $0 | $0 |
| EARL R HALL - EMPLOYER TRUSTEE | CHAIRMAN - EFF 10/22 Trustee or director | 1 | $0 | $0 |
| EUGENE D HALLOCK III | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES LOGAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| DOUGLAS MAY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICKOLAUS OSINSKI | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 100, SYRACUSE, NY 13205-0100
- Principal officer (990 for 2024)
- DEBORAH SPAULDING, 101 INTREPID LA PO BOX 100 COLVIN, SYRACUSE, NY 132050100
- Signed the 990
- EARL HALL, CHAIRMAN/EMPLOYER TRUSTEE
- Phone
- (315) 492-1796
- Return prepared by
- SCHULTHEIS & PANETTIERI LLP
Mission
TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- TO PROVIDE HEALTH CARE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
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
- 15-0582931
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $136,570,087
- Income (IRS master file)
- $63,510,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $61,608,685 | $45,541,378 | $136,570,087 | XML |
| 990 | March 2024 | $53,193,242 | $48,812,179 | $120,779,135 | XML |
| 990 | March 2023 | $45,192,625 | $41,198,453 | $111,584,065 | XML |
| 990 | March 2022 | $46,317,639 | $38,117,598 | $111,992,521 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 15-0582931).
Questions about UPSTATE NEW YORK ENGINEERS HEALTH FUND
- What is the EIN of UPSTATE NEW YORK ENGINEERS HEALTH FUND?
- The employer identification number (EIN) of UPSTATE NEW YORK ENGINEERS HEALTH FUND is 15-0582931.
- Is UPSTATE NEW YORK ENGINEERS HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to UPSTATE NEW YORK ENGINEERS HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPSTATE NEW YORK ENGINEERS HEALTH 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 ENGINEERS HEALTH 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 UPSTATE NEW YORK ENGINEERS HEALTH 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 UPSTATE NEW YORK ENGINEERS HEALTH FUND?
- The 990 for the year ended March 31, 2025 names DEBORAH SPAULDING.
- Who are the officers and directors of UPSTATE NEW YORK ENGINEERS HEALTH FUND?
- The 990 for the year ended March 31, 2025 lists 14 people; 3 received compensation from the organization, the highest $181,723 (DEBORAH SPAULDING, FUND ADMINISTRATOR).
- How much revenue does UPSTATE NEW YORK ENGINEERS HEALTH FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $61,608,685, expenses of $45,541,378 and total assets of $136,570,087 at year end.
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