Nonprofit · EIN 20-5565657
UUP MEMBER SERVICES TRUST FUND
Also known as WILLIAM E SCHEUERMAN TTEE
Tax-exempt · ALBANY, NY 12212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $5,805,229 | $4,977,110 | $828,119 | $5,676,023 | $2,128,851 | $3,547,172 |
| March 31, 2024 | 990 | $4,760,704 | $4,633,131 | $127,573 | $4,871,205 | $2,176,497 | $2,694,708 |
| March 31, 2023 | 990 | $4,456,965 | $4,255,086 | $201,879 | $3,378,838 | $948,127 | $2,430,711 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,641,919
- Investment income
- $163,310
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,288
- Accounting fees
- $13,000
- Occupancy
- $468
- Travel
- $1,012
Balance sheet and other
- Total assets, start of year
- $4,871,205
- Total assets, end of year
- $5,676,023
- Total liabilities, end of year
- $2,128,851
- Net assets, end of year
- $3,547,172
- Publicly traded securities
- $3,634,581
- Gross receipts
- $5,805,229
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDERICK E KOWAL | PRESIDENT Trustee or director, Officer | 1 | $0 | $238,986 | $58,593 |
| JERILUANNE O'BRYAN-LOSEE | SEC/TREAS Trustee or director, Officer | 2 | $0 | $218,336 | $56,572 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 1 | $0 | $196,116 | $51,661 |
| ALISSA KARL | TRUSTEE Trustee or director | 1 | $0 | $191,846 | $52,024 |
| TINA GEORGE | DIRECTOR OF FINANCE Highest-paid employee | 0.4 | $0 | $180,903 | $28,473 |
| DOREEN BANGO | DIRECTOR OF MEMBER BENEFIT Highest-paid employee | 2 | $0 | $161,249 | $44,761 |
| JENNIE DURAN | EMPLOYEE Highest-paid employee | 1 | $0 | $143,923 | $24,402 |
| JOELSEN STALEY | SENIOR ACCOUNTANT Highest-paid employee | 4.8 | $0 | $108,392 | $51,564 |
| CINDIE BAYLY | ACCOUNTANT Highest-paid employee | 0.4 | $0 | $122,753 | $36,293 |
| PATRICK ROMAIN | TRUSTEE Trustee or director | 2 | $0 | $59,377 | $27,687 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELIZABETH S HOUGH | COUNSEL TO THE PRES Highest-paid employee | 1 | $0 | $194,631 | $59,390 |
| JERILUANNE O'BRYAN-LOSEE | SEC/TREAS Trustee or director, Officer | 2 | $0 | $191,833 | $53,416 |
| FREDERICK E KOWAL | PRESIDENT Trustee or director, Officer | 1 | $0 | $167,357 | $71,934 |
| CAROLYN KUBE | TRUSTEE Trustee or director | 1 | $0 | $183,678 | $43,333 |
| DOREEN BANGO | DIRECTOR OF MEMBER BENEFIT Highest-paid employee | 2 | $0 | $176,389 | $43,422 |
| TINA GEORGE | DIRECTOR OF FINANCE Highest-paid employee | 0.4 | $0 | $176,073 | $39,794 |
| ALISSA KARL | TRUSTEE Trustee or director | 1 | $0 | $162,542 | $47,920 |
| JOELSEN STALEY | SENIOR ACCOUNTANT Highest-paid employee | 4.8 | $0 | $125,629 | $55,944 |
| CINDIE BAYLY | ACCOUNTANT Highest-paid employee | 0.4 | $0 | $120,250 | $42,138 |
| PATRICK ROMAIN | TRUSTEE Trustee or director | 2 | $0 | $41,148 | $14,768 |
| THOMAS HOEY | TRUSTEE THROUGH 5/31/2023 Trustee or director | 2 | $0 | $23,210 | $11,412 |
990 for the year ended March 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELIZABETH S HOUGH | COUNSEL TO THE PRES Highest-paid employee | 1 | $0 | $184,595 | $55,309 |
| JERILUANNE O'BRYAN-LOSEE | SEC/TREAS Trustee or director, Officer | 2 | $0 | $175,662 | $49,747 |
| FREDERICK E KOWAL | PRESIDENT Trustee or director, Officer | 1 | $0 | $161,546 | $61,801 |
| ALISSA KARL | TRUSTEE Trustee or director | 1 | $0 | $154,424 | $60,982 |
| CAROLYN KUBE | TRUSTEE Trustee or director, Officer | 1 | $0 | $164,742 | $41,358 |
| DOREEN BANGO | DIRECTOR OF MEMBER BENEFIT Highest-paid employee | 2 | $0 | $163,921 | $40,278 |
| TINA GEORGE | DIRECTOR OF FINANCE Highest-paid employee | 0.4 | $0 | $156,464 | $36,840 |
| JOELSEN STALEY | SENIOR ACCOUNTANT Highest-paid employee | 4.8 | $0 | $119,096 | $54,397 |
| CINDIE BAYLY | ACCOUNTANT Highest-paid employee | 0.4 | $0 | $111,142 | $40,531 |
| THOMAS HOEY | TRUSTEE Trustee or director | 2 | $0 | $55,541 | $26,940 |
Address and contacts
- Address (IRS master file)
- PO BOX 15143, ALBANY, NY 12212-5143
- In care of
- % MANAGER UUP BENEFITS
- Mailing address (990-N for 2007)
- PO BOX 15143, ALBANY NY 122125143
- Principal officer (990 for 2024)
- FREDERICK E KOWAL, PO BOX 15143, ALBANY, NY 122125143
- Principal officer (990-N for 2007)
- UNITED UNIVERSITY PROFESSIONS, PO BOX 15143, ALBANY NY 122125143
- Signed the 990
- FREDERICK E KOWAL, PRESIDENT
- Phone
- (518) 640-6600
- Website
- WWW.UUPINFO.ORG
- Return prepared by
- DERMODY BURKE & BROWN CPAS LLC
Mission
THE PLAN WAS ESTABLISHED PURSUANT TO THE PROVISIONS OF AN AGREEMENT AND DECLARATION OF TRUST BETWEEN THE UNITED UNIVERSITY PROFESSIONS AND THE BOARD OF TRUSTEES. THE PLAN PROVIDES VARIOUS WELFARE BENEFITS INCLUDING INSURANCE PROGRAMS FOR DENTAL, VISION AND PERSONAL PROPERTY COVERAGE.
Program accomplishments
- TO PROVIDE VARIOUS WELFARE BENEFITS INCLUDING INSURANCE PROGRAMS FOR DENTAL, VISION AND PERSONAL PROPERTY COVERAGE.
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
- 20-5565657
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $5,676,023
- Income (IRS master file)
- $5,805,229
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $5,805,229 | $4,977,110 | $5,676,023 | XML |
| 990 | March 2024 | $4,760,704 | $4,633,131 | $4,871,205 | XML |
| 990 | March 2023 | $4,456,965 | $4,255,086 | $3,378,838 | XML |
| 990 | March 2022 | $4,153,714 | $3,787,466 | $3,659,069 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990-N for 2007 Officer: UNITED UNIVERSITY PROFESSIONS | December 31, 2007 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-5565657).
Questions about UUP MEMBER SERVICES TRUST FUND
- What is the EIN of UUP MEMBER SERVICES TRUST FUND?
- The employer identification number (EIN) of UUP MEMBER SERVICES TRUST FUND is 20-5565657.
- Is UUP MEMBER SERVICES TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 2008.
- Are donations to UUP MEMBER SERVICES TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UUP MEMBER SERVICES 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 UUP MEMBER SERVICES TRUST 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 UUP MEMBER SERVICES TRUST 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 UUP MEMBER SERVICES TRUST FUND?
- The 990 for the year ended March 31, 2025 names FREDERICK E KOWAL.
- Who are the officers and directors of UUP MEMBER SERVICES TRUST FUND?
- The 990 for the year ended March 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does UUP MEMBER SERVICES TRUST FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $5,805,229, expenses of $4,977,110 and total assets of $5,676,023 at year end.
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