Opta-opsrp Benefits Trust Fund

Adam Ziccardi Ttee
  • West Seneca, NY
  • Tax exemption issued: Nov. 2007
  • EIN: 20-7444380

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.

Details

According to its Sept. 2025 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,358,257
Expenses
$1,784,678
Net Income
$573,579
Net Assets
$2,706,368
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,258,937
95.8%
Investment Income $55,469
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $43,851
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,500
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,706,368
Total Liabilities $0
Net Assets $2,706,368
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim Waack (President) $0 $0 $0
Pete Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Janet Stadey (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 31, 2025

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,262,247
Expenses
$1,163,750
Net Income
$98,497
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,219,545
96.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $42,702
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,500
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim Waack (President) $0 $0 $0
Pete Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Janet Stadey (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2024

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,744,268
Expenses
$1,253,182
Net Income
$491,086
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,684,949
96.6%
Investment Income $31,381
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,938
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,500
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jim Waack (President) $0 $0 $0
Pete Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Janet Stadey (Trustee) $0 $0 $0
+ View more people

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 Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,340,995
Expenses
$126,991
Net Income
$1,214,004
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,309,915
97.7%
Investment Income $5,170
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $25,910
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,500 $0 $0
Adam Ziccardi Iii (Trustee) $2,000 $0 $0
Jim Waack (President) $0 $0 $0
Pete Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,230,373
Expenses
$1,113,049
Net Income
$117,324
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,197,920
97.4%
Investment Income $6,071
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $26,382
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,500 $0 $0
Adam Ziccardi Iii (Trustee) $2,500 $0 $0
Jim Waack (President) $0 $0 $0
Peter Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 27, 2021

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,306,827
Expenses
$984,611
Net Income
$322,216
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,294,707
99.1%
Investment Income $12,120
0.9%
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 $3,500
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,500 $0 $0
Jim Waack (President) $0 $0 $0
Peter Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Adam Ziccardi Iii (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 28, 2020

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

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,285,642
Expenses
$1,121,315
Net Income
$164,327
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,251,482
97.3%
Investment Income $10,884
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,276
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,500 $0 $0
Adam Ziccardi Iii (Trustee) $2,000 $0 $0
Jim Waack (President) $0 $0 $0
Peter Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 18, 2020

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,237,096
Expenses
$1,099,647
Net Income
$137,449
Net Assets
$878,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,224,818
99.0%
Investment Income $3,460
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,818
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,000
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $878,028
Total Liabilities $0
Net Assets $878,028
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,000 $0 $0
Adam Ziccardi Iii (Trustee) $2,000 $0 $0
Jim Waack (President) $0 $0 $0
Peter Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 15, 2019

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,356,185
Expenses
$1,171,464
Net Income
$184,721
Net Assets
$740,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,322,999
97.6%
Investment Income $3,370
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $29,816
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $740,615
Total Liabilities $0
Net Assets $740,615
Compensation
Key Employees and Officers Compensation Related Other
Adam Ziccardi Iii (Trustee) $1,000 $0 $0
Jim Waack (President) $0 $0 $0
Michele Fleming (Vice President) $0 $0 $0
Peter Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 3, 2017

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$967,867
Expenses
$990,322
Net Income
-$22,455
Net Assets
$555,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $944,217
97.6%
Investment Income $3,478
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,172
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $555,892
Total Liabilities $0
Net Assets $555,892
Compensation
Key Employees and Officers Compensation Related Other
Jim Waack (President) $0 $0 $0
Michele Fleming (Vice President) $0 $3,000 $0
Peter Kalenik (Trustee) $0 $0 $0
Rebecca Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Adam Ziccardi Iii (Trustee) $0 $2,000 $0
+ View more people

Document Links

990
Filed on Nov. 29, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,010,404
Expenses
$914,532
Net Income
$95,872
Net Assets
$593,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $984,150
97.4%
Investment Income $3,252
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,002
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $593,346
Total Liabilities $0
Net Assets $593,346
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,000 $0 $0
Adam Ziccardi Iii (Trustee) $1,500 $0 $0
Jim Waack (President) $0 $0 $0
Brian Godfrey (Trustee) $0 $0 $0
Ms Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Eric Dovey (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2015

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$939,558
Expenses
$914,240
Net Income
$25,318
Net Assets
$497,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $906,254
96.5%
Investment Income $3,347
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $29,957
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,500
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $497,473
Total Liabilities $0
Net Assets $497,473
Compensation
Key Employees and Officers Compensation Related Other
Michele Fleming (Vice President) $3,000 $0 $0
Adam Ziccardi Iii (Trustee) $2,000 $0 $0
Jim Waack (President) $0 $0 $0
Brian Godfrey (Trustee) $0 $0 $0
Ms Overton (Trustee) $0 $0 $0
Albert Jafarjian (Trustee) $0 $0 $0
Majorie Kaczmarek (Trustee) $0 $0 $0
Eric Dovey (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 14, 2015

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,038,686
Expenses
$999,421
Net Income
$39,265
Net Assets
$472,155
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $987,779
95.1%
Investment Income $5,216
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $45,691
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $472,155
Total Liabilities $0
Net Assets $472,155

Document Links

990
Filed on Jan. 6, 2014

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,054,821
Expenses
$1,002,074
Net Income
$52,747
Net Assets
$395,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,020,449
96.7%
Investment Income $5,584
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $28,788
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $445,556
Total Liabilities $50,000
Net Assets $395,556

Document Links

990

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

PDF

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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

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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

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

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

  • Raw filing data. Includes Employer Identification Numbers 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.
  • 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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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.

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