NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH FUN

EIN: 464111565 Mutual Benefit

SYRACUSE, NY

Total Revenue
$10,415,889
Total Expenses
$8,713,945
Total Assets
$23,284,297
Net Assets
$23,272,762
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
NY
Principal Officer
KENNETH R STILWELL
Phone
3154559790
Tax Period
2023-01-01 to 2023-12-31

NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH FUN, founded in 2014, is a mid-sized nonprofit in the Mutual Benefit sector that reported $10.4M in total revenue in fiscal year 2023. Revenue surged 292% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 16% operating margin.

Mission

THE PLAN PROVIDES POST-RETIREMENT BENEFITS FOR ELIGIBLE RETIRED UPS EMPLOYEES.

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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 $8,862,641
Investment Income $1,553,248
Other Revenue $0
TOTAL REVENUE $10,415,889

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $734,651
TOTAL EXPENSES $8,713,945

Year-over-Year Comparison

2023 2022 Change
Revenue $10,415,889 $2,658,803 +2.9%
Expenses $8,713,945 $6,439,382 +0.4%
Net Income $1,701,944 $-3,780,579 -1.5%
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
8
Independent Members
8
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
8
$0
Key Employees
1
$284,981
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL S SCALZO SR EMPLOYER TRUSTEE CO-CHAIRM 0.50
Director
$0 $0 $0
BRIAN SPELLER EMPLOYER TRUSTEE 0.50
Director
$0 $0 $0
SAMUEL D PILGER EMPLOYER TRUSTEE 0.50
Director
$0 $0 $0
JOHN A BULGARO UNION TRUSTEE CO-CHAIRMAN 0.50
Director
$0 $0 $0
BRIAN K HAMMOND UNION TRUSTEE 0.50
Director
$0 $0 $0
MARK D MAY UNION TRUSTEE 0.50
Director
$0 $0 $0
MARK A GLADFELTER EMPLOYER TRUSTEE 0.50
Director
$0 $0 $0
GEORGE E HARRIGAN UNION TRUSTEE 0.50
Director
$0 $0 $0
KENNETH STILWELL EXECUTIVE ADMINISTRATOR 0.50
Key Emp
$0 $63,807 $284,981
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 $10,415,889 $8,713,945 $23,284,297 $1,701,944
2022 $2,658,803 $6,439,382 $21,493,770 $-3,780,579
2021 $3,694,881 $6,669,579 $29,541,593 $-2,974,698
2020 $2,072,320 $4,592,023 $33,697,218 $-2,519,703
2019 $1,634,240 $3,273,664 $34,481,319 $-1,639,424
2018 $2,246,075 $3,014,114 $32,771,322 $-768,039
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