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Upstate Union Health And Welfare Fund

  • Syracuse, NY
  • Tax-exempt since March 2008
  • EIN: 16-6072836

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$335k (2024)

Expenses
$315k (2024)

Total Assets
$1.23M (2024)

Total Liabilities
$295k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,133
Expenses
$315,227
Net Income
$19,906
Net Assets
$932,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $272,329
81.3%
Investment Income $52,767
15.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,777
2.6%
Net Inventory Sales $0
Other Revenue $1,260
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,227,500
Total Liabilities $294,655
Net Assets $932,845
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Bill Arnault (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $129,563 $66,708
Michael Cimilluca (Trustee) $0 $123,476 $66,708
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Document Links

990
Filed on Oct. 3, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$341,111
Expenses
$293,164
Net Income
$47,947
Net Assets
$874,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $289,048
84.7%
Investment Income $41,774
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,579
1.6%
Net Inventory Sales $0
Other Revenue $4,710
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,176,084
Total Liabilities $301,983
Net Assets $874,101
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Bernard English (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $124,136 $60,847
Michael Cimilluca (Trustee) $0 $118,852 $63,927
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Document Links

990
Filed on Oct. 24, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$401,074
Expenses
$346,706
Net Income
$54,368
Net Assets
$763,282
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $357,542
89.1%
Investment Income $30,441
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,091
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,096,384
Total Liabilities $333,102
Net Assets $763,282
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Bernard English (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $111,154 $58,056
Mark May (Trustee) $0 $128,473 $56,901
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Document Links

990
Filed on Nov. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$416,771
Expenses
$352,729
Net Income
$64,042
Net Assets
$861,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $364,055
87.4%
Investment Income $48,524
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,192
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,183,809
Total Liabilities $322,012
Net Assets $861,797
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Bernard English (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $108,486 $67,841
Mark May (Trustee) $0 $111,706 $62,934
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Document Links

990
Filed on Oct. 27, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,088,892
Expenses
$1,996,761
Net Income
$92,131
Net Assets
$747,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,007,176
96.1%
Investment Income $34,682
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,638
Net Inventory Sales $0
Other Revenue $48,672
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,063,538
Total Liabilities $315,924
Net Assets $747,614
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Bernard English (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $107,041 $63,189
Mark May (Trustee) $0 $110,167 $58,929
+ View more people

Document Links

990
Filed on Oct. 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,086,463
Expenses
$2,987,248
Net Income
$99,215
Net Assets
$598,935
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,022,710
97.9%
Investment Income $31,473
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $32,280
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $946,552
Total Liabilities $347,617
Net Assets $598,935
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Salvatore Zavaglia (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $102,768 $60,289
Mark May (Trustee) $0 $106,201 $56,269
+ View more people

Document Links

990
Filed on Oct. 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$446,501
Expenses
$401,741
Net Income
$44,760
Net Assets
$415,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $394,477
88.3%
Investment Income $24,128
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,194
Net Inventory Sales $0
Other Revenue $31,090
7.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $830,211
Total Liabilities $414,281
Net Assets $415,930
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Salvatore Zavaglia (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $99,948 $52,475
Mark May (Trustee) $0 $103,798 $48,457
+ View more people

Document Links

990
Filed on Oct. 18, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$556,467
Expenses
$517,528
Net Income
$38,939
Net Assets
$419,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $518,378
93.2%
Investment Income $36,767
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,394
Net Inventory Sales $0
Other Revenue $5,716
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $814,752
Total Liabilities $395,406
Net Assets $419,346
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Salvatore Zavaglia (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $98,471 $50,807
Mark May (Trustee) $0 $102,006 $46,947
Dan Giarrusso (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 10, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$729,139
Expenses
$625,132
Net Income
$104,007
Net Assets
$336,895
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $670,542
92.0%
Investment Income $28,509
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,003
Net Inventory Sales $0
Other Revenue $36,091
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $773,394
Total Liabilities $436,499
Net Assets $336,895
Compensation
Key Employees and Officers Compensation Related Other
Doug Shanks (Trustee) $0 $0 $0
Salvator Zavaglia (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $92,097 $47,025
Mark May (Trustee) $0 $99,140 $39,672
Dan Giarrusso (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 25, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$826,307
Expenses
$686,565
Net Income
$139,742
Net Assets
$210,569
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $775,948
93.9%
Investment Income $52,239
6.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,880
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 $676,335
Total Liabilities $465,766
Net Assets $210,569
Compensation
Key Employees and Officers Compensation Related Other
Scott Farley (Trustee) $0 $39,420 $20,618
Salvator Zavaglia (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $92,015 $44,118
Mark May (Trustee) $0 $99,052 $35,852
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Document Links

990
Filed on Aug. 31, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$994,250
Expenses
$870,042
Net Income
$124,208
Net Assets
$117,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $971,151
97.7%
Investment Income $23,099
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $608,940
Total Liabilities $491,858
Net Assets $117,082
Compensation
Key Employees and Officers Compensation Related Other
Scott Farley (Trustee) $0 $83,604 $39,538
Salvator Zavaglia (Trustee) $0 $0 $0
Duane Wright (Chairman) $0 $91,345 $42,186
Mark May (Trustee) $0 $98,470 $34,085
+ View more people

Document Links

990
Filed on May 21, 2015

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,015,104
Expenses
$1,757,035
Net Income
$258,069
Net Assets
-$13,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,002,316
99.4%
Investment Income $12,788
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $533,603
Total Liabilities $547,010
Net Assets -$13,407
Compensation
Key Employees and Officers Compensation Related Other
Scott Farley (Trustee) $0 $81,456 $45,282
Salvator Zavaglia (Trustee) $0 $0 $0
Duane Wright (Trustee) $0 $84,797 $50,123
Mark May (Trustee) $0 $95,360 $35,648
+ View more people

Document Links

990
Filed on May 13, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,043,021
Expenses
$1,901,298
Net Income
$141,723
Net Assets
-$265,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,040,504
99.9%
Investment Income $2,517
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $316,517
Total Liabilities $581,886
Net Assets -$265,369

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,296,381
Expenses
$3,795,053
Net Income
-$498,672
Net Assets
-$407,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,293,402
99.9%
Investment Income $2,979
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
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 $199,523
Total Liabilities $607,173
Net Assets -$407,650

Document Links

990

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2004

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

What Is 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.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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.

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