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United University Professions Benefit Trust Fund

  • Albany, NY
  • Tax-exempt since Jan. 1992
  • EIN: 14-1742655

Organization summary

Type of Nonprofit

Designated as a Labor, agricultural and horticultural organizations that are educational or instructive, including unions, created for the purpose of improving conditions of work, and products of efficiency.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$43.5M (2023)

Expenses
$33.8M (2023)

Total Assets
$88.8M (2023)

Total Liabilities
$4.73M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,544,393
Expenses
$33,779,405
Net Income
$9,764,988
Net Assets
$84,117,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,438,440
97.5%
Investment Income $1,979,371
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$873,418
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $88,844,424
Total Liabilities $4,726,749
Net Assets $84,117,675
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $161,546 $61,801
Jeriluanne O'bryan Losee (Secretary / Treasurer) $0 $175,662 $49,747
Alissa Karl (Trustee) $0 $154,424 $60,982
Carolyn Kube (Trustee) $0 $164,742 $41,358
Thomas Hoey (Trustee) $0 $55,541 $26,940
Elizabeth Hough (Counsel To The President) $0 $184,595 $55,309
Doreen Bango (Director Of Member Service) $0 $163,921 $40,278
Tina George (Director Of Finance) $0 $156,464 $36,840
Kristie Sammons (Director Of Organizing) $0 $158,281 $60,900
Lynn Alderman (Asst. To The President) $0 $135,637 $44,257
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Document Links

990
Filed on Feb. 1, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,334,954
Expenses
$33,016,885
Net Income
$12,318,069
Net Assets
$77,630,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,784,260
94.4%
Investment Income $1,482,643
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,068,051
2.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $81,922,697
Total Liabilities $4,292,350
Net Assets $77,630,347
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $153,116 $55,437
Jeriluanne O'bryan Losee (Secretary / Treasurer) $0 $171,750 $49,220
Jamie Dangler (Trustee (Through 3/31/2021)) $0 $91,223 $30,139
Thomas Tucker (Trustee (Through 3/31/2021)) $0 $120,851 $28,748
Alissa Karl (Trustee (Since 4/1/2021)) $0 $45,968 $18,837
Carolyn Kube (Trustee (Since 4/1/2021)) $0 $56,274 $15,736
Thomas Hoey (Trustee) $0 $55,397 $26,456
Elizabeth Hough (Counsel To The President) $0 $186,651 $61,402
Doreen Bango (Director Of Member Service) $0 $161,057 $38,793
Tina George (Director Of Finance) $0 $162,224 $35,274
Kristie Sammons (Director Of Organizing) $0 $149,928 $57,299
Lynn Alderman (Asst. To The President) $0 $144,900 $50,052
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990
Filed on Feb. 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,477,404
Expenses
$33,750,648
Net Income
$11,726,756
Net Assets
$66,639,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,898,082
94.3%
Investment Income $1,171,078
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,408,244
3.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,737,004
Total Liabilities $4,097,821
Net Assets $66,639,183
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $158,681 $54,364
Jeriluanne O'bryan Losee (Secretary / Treasurer) $0 $145,907 $46,097
Jamie Dangler (Trustee) $0 $150,560 $52,110
Thomas Tucker (Trustee) $0 $143,325 $47,137
Thomas Hoey (Trustee) $0 $53,847 $25,860
Doreen Bango (Director Of Member Service) $0 $152,253 $37,114
Tina George (Director Of Finance) $0 $140,394 $34,369
Elizabeth Hough (Counsel To The President) $0 $176,557 $61,459
Kristie Sammons (Director Of Organizing) $0 $137,112 $55,998
Joelsen Staley (Senior Accountant) $0 $102,427 $48,962
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Document Links

990
Filed on Oct. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,302,414
Expenses
$34,228,928
Net Income
$8,073,486
Net Assets
$51,438,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,048,708
97.0%
Investment Income $1,493,981
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$240,275
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,666,946
Total Liabilities $4,228,926
Net Assets $51,438,020
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $153,954 $54,158
Jeriluanne O'bryan Losee (Secretary / Treasurer) $0 $139,475 $43,353
Jamie Dangler (Trustee) $0 $146,781 $50,808
Thomas Tucker (Trustee) $0 $140,736 $51,826
Thomas Hoey (Trustee) $0 $52,353 $25,520
Doreen Bango (Director Of Member Service) $0 $151,376 $35,521
Tina George (Director Of Finance) $0 $142,433 $33,382
Elizabeth Hough (Counsel To The President) $0 $174,734 $59,503
Kristie Sammons (Director Of Organizing) $0 $122,871 $52,393
Mike Lisi (Director Of Media Relations And Publications) $0 $121,260 $50,061
+ View more people

Document Links

990
Filed on Dec. 10, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,531,233
Expenses
$33,169,649
Net Income
$7,361,584
Net Assets
$44,025,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,043,779
96.3%
Investment Income $1,351,047
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $136,407
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,302,986
Total Liabilities $4,277,216
Net Assets $44,025,770
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President 4/18 Present) $0 $149,485 $56,241
Jeriluanne O'bryan Losee (Secretary / Treasurer 4/18 Present) $0 $134,034 $45,705
Jamie Dangler (Trustee 4/18 Present) $0 $139,315 $52,394
Thomas Tucker (Trustee 4/18 Present) $0 $136,676 $42,982
Thomas Hoey (Trustee 4/18 Present) $0 $55,118 $25,289
Doreen Bango (Director Of Member Services 4/18 Present) $0 $141,556 $34,280
Tina George (Director Of Finance 4/18 Present) $0 $134,877 $31,492
Elizabeth Hough (Counsel To The President 4/18 Present) $0 $165,786 $54,882
Lynn Alderman (Director Of Administration 4/18 Present) $0 $109,667 $45,581
Kristie Sammons (Director Of Organizing 4/18 Present) $0 $107,785 $46,692
+ View more people

Document Links

990
Filed on Oct. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,183,461
Expenses
$32,697,633
Net Income
$5,485,828
Net Assets
$36,662,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,852,210
96.5%
Investment Income $1,043,838
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $287,413
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,947,496
Total Liabilities $4,284,722
Net Assets $36,662,774
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President 4/17 Present) $0 $145,885 $47,280
Jeriluanne O'bryan Losee (Secretary / Treasurer 6/17 Present) $0 $71,242 $22,793
Jamie Dangler (Trustee 4/17 Present) $0 $136,127 $45,595
Philippe Abraham (Trustee 4/17 4/17) $0 $46,304 $22,662
Idalia Torres (Trustee 4/17 5/17) $0 $2,476 $0
Thomas Tucker (Trustee 6/17 Present) $0 $74,318 $27,441
Eileen Landy (Trustee 4/17 5/17) $0 $89,393 $30,668
Rowena Blackman Stroud (Former Treasurer 4/17 5/17) $0 $29,814 $12,761
Thomas Hoey (Trustee 4/17 Present) $0 $48,770 $22,475
Doreen Bango (Fund Administrator 4/17 Present) $0 $132,753 $32,297
Tina George (Director Of Finance 4/17 Present) $0 $127,604 $30,701
Elizabeth Hough (Counsel To The President 4/17 Present) $0 $148,345 $51,967
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Document Links

990
Filed on Dec. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,891,641
Expenses
$32,026,715
Net Income
$4,864,926
Net Assets
$31,050,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,002,002
97.6%
Investment Income $832,864
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,775
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,384,438
Total Liabilities $4,333,959
Net Assets $31,050,479
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $147,287 $30,669
Rowena J Blackman Stroud (Treasurer) $0 $71,693 $29,886
J Philippe Abraham (Trustee) $0 $113,104 $51,639
Jamie Dangler (Trustee) $0 $136,479 $42,511
Thomas Hoey (Trustee) $0 $40,473 $16,354
Eileen Landy (Trustee) $0 $123,130 $45,189
Doreen Bango (Fund Administrator) $0 $135,336 $31,985
Tina George (Director Of Finance) $0 $128,568 $29,901
Elizabeth S Hough (Counsel To The President) $0 $146,185 $38,016
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990
Filed on Dec. 21, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,480,907
Expenses
$31,959,198
Net Income
$3,521,709
Net Assets
$25,982,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,936,115
98.5%
Investment Income $665,076
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$120,284
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,487,843
Total Liabilities $4,504,996
Net Assets $25,982,847
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $133,207 $52,143
Rowena J Blackman Stroud (Treasurer) $0 $70,811 $29,401
J Philippe Abraham (Trustee) $0 $107,462 $51,195
Jamie Dangler (Trustee) $0 $130,155 $46,560
Thomas Hoey (Trustee Eff. 2/2016) $0 $0 $0
Eileen Landy (Trustee) $0 $119,251 $52,094
Michael Lyon (Trustee 11/15 1/16) $0 $1,491 $0
Arthur Shertzer (Trustee Thru 1/2016) $0 $48,231 $23,046
Doreen Bango (Fund Administrator) $0 $120,764 $31,077
Tina George (Director Of Finance) $0 $115,177 $28,614
Kristie Sammons (Director Research/Legislation) $0 $103,875 $45,795
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990
Filed on Jan. 30, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,629,772
Expenses
$29,253,256
Net Income
$4,376,516
Net Assets
$23,166,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,801,688
97.5%
Investment Income $520,948
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $307,136
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,071,310
Total Liabilities $3,905,258
Net Assets $23,166,052
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President) $0 $138,302 $43,113
Rowena J Blackman Stroud (Treasurer) $0 $69,140 $27,834
J Philippe Abraham (Trustee) $0 $108,283 $48,295
Edison Bond Jr (Trustee Thru 12/2013) $0 $61,848 $23,377
Arthur Shertzer (Trustee Eff. 1/2014) $0 $0 $0
Jamie Dangler (Trustee) $0 $130,818 $40,526
Eileen Landy (Trustee) $0 $112,372 $40,371
Doreen Bango (Fund Administrator) $0 $123,354 $18,826
Tina George (Director Of Finance) $0 $115,379 $18,012
Kristie Sammons (Director Of Research & Legislation) $0 $106,945 $34,363
+ View more people

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990
Filed on Nov. 6, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,211,351
Expenses
$29,990,009
Net Income
$2,221,342
Net Assets
$18,857,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,373,433
97.4%
Investment Income $496,938
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $340,980
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,922,086
Total Liabilities $4,064,195
Net Assets $18,857,891
Compensation
Key Employees and Officers Compensation Related Other
Frederick E Kowal (President Eff 6/2013) $0 $74,423 $25,038
Phillip Smith (President Thru 5/2013) $0 $83,070 $31,293
Rowena J Blackman Stroud (Treasurer) $0 $68,144 $25,931
Jamie Dangler (Trustee) $0 $129,199 $39,122
J Philippe Abraham (Trustee) $0 $106,413 $46,523
Eileen Landy (Trustee) $0 $116,633 $42,305
Edison Bond Jr (Trustee) $0 $63,468 $24,941
Doreen Bango (Fund Administrator) $0 $123,894 $17,743
Tina George (Director Of Finance) $0 $110,340 $16,685
+ View more people

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990
Filed on Nov. 4, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,785,085
Expenses
$32,160,644
Net Income
-$375,559
Net Assets
$16,785,027
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,900,272
97.2%
Investment Income $449,408
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $435,405
1.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,966,424
Total Liabilities $4,181,397
Net Assets $16,785,027

Document Links

990
Filed on Dec. 4, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,978,024
Expenses
$32,669,676
Net Income
-$691,652
Net Assets
$16,994,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,344,345
98.0%
Investment Income $504,518
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $129,161
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,241,701
Total Liabilities $4,247,136
Net Assets $16,994,565

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated