UPSTATE UNION HEALTH AND WELFARE FUND

EIN: 166072836 Mutual Benefit

SYRACUSE, NY

Total Revenue
$341,111
Total Expenses
$293,164
Total Assets
$1,176,084
Net Assets
$874,101
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
NY
Principal Officer
DUANE WRIGHT
Phone
3154714164
Tax Period
2023-01-01 to 2023-12-31

UPSTATE UNION HEALTH AND WELFARE FUND, founded in 1965, is a small nonprofit in the Mutual Benefit sector that reported $341K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $293K left a modest 14% surplus.

Mission

EMPLOYEE BENEFITS FUND

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $289,048
Investment Income $47,353
Other Revenue $4,710
TOTAL REVENUE $341,111

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $50,798
TOTAL EXPENSES $293,164

Year-over-Year Comparison

2023 2022 Change
Revenue $341,111 $401,074 -0.1%
Expenses $293,164 $346,706 -0.2%
Net Income $47,947 $54,368 -0.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
2
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
4
$367,762
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DOUG SHANKS TRUSTEE 1.00
Director
$0 $0 $0
BERNARD ENGLISH TRUSTEE 1.00
Director
$0 $0 $0
DUANE WRIGHT CHAIRMAN 1.00
Director
$0 $60,847 $184,983
MICHAEL CIMILLUCA TRUSTEE 1.00
Director
$0 $63,927 $182,779
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $341,111 $293,164 $1,176,084 $47,947
2022 $401,074 $346,706 $1,096,384 $54,368
2021 $416,771 $352,729 $1,183,809 $64,042
2020 $2,088,892 $1,996,761 $1,063,538 $92,131
2019 $3,086,463 $2,987,248 $946,552 $99,215
2018 $446,501 $401,741 $830,211 $44,760
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