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New York State United Teachers Member Benefits Catastrophe Major

  • Latham, NY
  • Tax-exempt since March 2016
  • EIN: 47-7358956

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.

Category: Health — General and Rehabilitative / Health, General and Financing (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$43.1M (2022)

Expenses
$26M (2022)

Total Assets
$160M (2022)

Total Liabilities
$2.43M (2022)

Source: Form 990 tax filings from 2015 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,148,939
Expenses
$25,958,750
Net Income
$17,190,189
Net Assets
$157,077,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,367,427
88.9%
Investment Income $2,462,408
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,319,104
5.4%
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 $159,504,251
Total Liabilities $2,426,676
Net Assets $157,077,575
Compensation
Key Employees and Officers Compensation Related Other
Abraham J Philippe (Chairperson/Trustee) $0 $162,574 $95,419
Bushey Michele (Trustee) $0 $18,775 $0
Franz Laura (Trustee) $0 $31,747 $0
Samuels Emily B (Secretary) $0 $152,775 $98,119
Carlisto Donald (Trustee) $0 $187,413 $107,163
Carner Shafran Sandra (Trustee) $0 $24,847 $0
Sherman Roderick (Trustee) $0 $2,555 $0
Sill Michael (Trustee) $0 $16,096 $0
Porter Betsy L (Manager, Member Benefits) $0 $167,876 $103,884
Clement Derek S (Asst In Member Benefits) $0 $166,526 $103,540
Fellows Debra L (Asst Mgr. In Member Benefits) $0 $127,688 $69,311
Ferrucci Jaclyn L (Deputy Director Finance) $0 $178,741 $107,065
Lockwood Jeffrey J (Cfo, Director Of Finance) $0 $209,804 $117,042
Travinski Michael S (Assoc General Counsel) $0 $205,746 $103,891
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Document Links

990
Filed on Aug. 15, 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
$48,601,749
Expenses
$27,748,490
Net Income
$20,853,259
Net Assets
$161,888,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,065,598
82.4%
Investment Income $2,277,652
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,258,499
12.9%
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 $163,944,061
Total Liabilities $2,055,713
Net Assets $161,888,348
Compensation
Key Employees and Officers Compensation Related Other
Abraham J Philippe (Chairperson/Trustee) $0 $152,930 $97,710
Samuels Emily B (Secretary) $0 $145,039 $102,747
Sandra Carner Shafran (Trustee) $0 $24,609 $0
Laura Franz (Trustee) $0 $25,749 $0
Roderick Sherman (Trustee) $0 $2,500 $0
Carlisto Donald (Trustee) $0 $69,163 $53,666
Hartnett Jeffrey S (Plan Administrator) $0 $201,269 $120,747
Porter Betsy L (Manager, Member Benefits) $0 $163,761 $107,316
Clement Derek S (Asst In Member Benefits) $0 $155,435 $106,898
Colligan Donald (Asst In Member Benefits) $0 $150,840 $104,383
Ferrucci Jaclyn L (Deputy Director Finance) $0 $176,546 $110,337
Lockwood Jeffrey J (Cfo, Director Of Finance) $0 $209,311 $126,514
Travinski Michael S (Assoc General Counsel) $0 $201,457 $107,394
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Document Links

990
Filed on Aug. 31, 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
$41,660,045
Expenses
$31,298,003
Net Income
$10,362,042
Net Assets
$139,241,350
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,467,663
92.3%
Investment Income $2,306,497
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $885,885
2.1%
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 $141,605,758
Total Liabilities $2,364,408
Net Assets $139,241,350
Compensation
Key Employees and Officers Compensation Related Other
Donald Carlisto (Trustee) $0 $23,554 $0
Roderick Sherman (Trustee) $0 $2,500 $0
Emily Samuels (Secretary) $0 $143,515 $91,602
Sandra Carner Shafran (Trustee) $0 $24,764 $0
J Philippe Abraham (Chairperson) $0 $168,923 $92,257
Laura Franz (Trustee) $0 $7,890 $0
Jeffrey S Hartnett (Plan Administrator) $0 $200,751 $114,924
Betsy L Porter (Manager, Member Benefits) $0 $150,773 $100,788
Derek S Clement (Assistant In Member Benefits) $0 $160,239 $106,072
Jaclyn L Ferrucci (Deputy Director Of Finance) $0 $178,139 $103,662
Jeffrey J Lockwood (Cfo, Director Of Finance) $0 $209,884 $119,281
Donald Colligan (Assistant In Member Benefits) $0 $150,954 $102,781
Michael S Travinski (Associate General Counsel) $0 $203,605 $104,287
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Document Links

990
Filed on Oct. 29, 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
$42,411,248
Expenses
$35,018,157
Net Income
$7,393,091
Net Assets
$119,322,900
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $39,829,848
93.9%
Investment Income $2,149,172
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $432,228
1.0%
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 $121,800,286
Total Liabilities $2,477,386
Net Assets $119,322,900
Compensation
Key Employees and Officers Compensation Related Other
Donald Carlisto (Trustee) $0 $0 $0
Arthur Pepper (Trustee) $0 $0 $0
Roderick Sherman (Trustee) $0 $0 $0
Emily Samuels (Secretary) $0 $0 $0
Sandra Carner Shafran (Trustee) $0 $0 $0
J Philippe Abraham (Chairperson) $0 $0 $0
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Document Links

990
Filed on Oct. 26, 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
$41,931,127
Expenses
$31,314,620
Net Income
$10,616,507
Net Assets
$101,906,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,861,500
90.3%
Investment Income $1,798,485
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,271,142
5.4%
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 $105,026,629
Total Liabilities $3,120,620
Net Assets $101,906,009
Compensation
Key Employees and Officers Compensation Related Other
Donald Carlisto (Trustee) $0 $0 $0
Arthur Pepper (Trustee) $0 $0 $0
Roderick Sherman (Trustee) $0 $0 $0
Jeffrey Hartnett (Trustee) $0 $0 $0
Emily Samuels (Secretary) $0 $0 $0
Sandra Carner Shafran (Trustee) $0 $0 $0
J Philippe Abraham (Chairperson) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 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
$35,832,080
Expenses
$22,457,177
Net Income
$13,374,903
Net Assets
$96,400,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,668,093
94.0%
Investment Income $1,472,459
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $691,528
1.9%
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 $98,973,344
Total Liabilities $2,572,386
Net Assets $96,400,958
Compensation
Key Employees and Officers Compensation Related Other
Donal Carlisto (Trustee) $0 $0 $0
Deborah Paulin (Trustee) $0 $0 $0
Arthur Pepper (Trustee) $0 $0 $0
Roderick Sherman (Chairperson) $0 $0 $0
Jeffrey Hartnett (Trustee) $0 $0 $0
Emily Samuels (Secretary) $0 $0 $0
Sandra Carner Shafran (Trustee) $0 $0 $0
J Philippe Abraham (Trustee) $0 $0 $0
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Document Links

990
Filed on Oct. 5, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,078,408
Expenses
$16,140,032
Net Income
$16,938,376
Net Assets
$78,172,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,714,988
98.9%
Investment Income $1,144,583
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$781,163
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 $80,563,966
Total Liabilities $2,391,097
Net Assets $78,172,869
Compensation
Key Employees and Officers Compensation Related Other
John Burns (Trustee) $0 $0 $0
Barbara Hafner (Trustee) $0 $0 $0
Deborah Paulin (Trustee) $0 $0 $0
Arthur Pepper (Trustee) $0 $0 $0
Roderick Sherman (Chairperson) $0 $0 $0
Jeffrey Hartnett (Trustee) $0 $0 $0
Emily Samuels (Secretary) $0 $0 $0
Sandra Carner Shafran (Trustee) $0 $0 $0
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Document Links

990
Filed on Oct. 30, 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
$11,063,432
Expenses
$3,257,170
Net Income
$7,806,262
Net Assets
$59,507,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,954,023
99.0%
Investment Income $293,446
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$184,037
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 $62,547,854
Total Liabilities $3,040,330
Net Assets $59,507,524

Document Links

990

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

PDF
PDF (2 of 2)

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.

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