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NEW YORK STATE UNITED TEACHERS MEMBER BENEFITS TR

EIN 22-2480854 LATHAM, NY

Revenue 2024
$17,969,501
Expenses 2024
$15,039,756

As filed

Subsection
05
Classification
1000
Street
800 TROY SCHENECTADY RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

ENDORSING QUALITY PROGRAMS THAT ARE COMPETITIVELY PRICED AND ARE DESIGNED TO PROVIDE FINANCIAL EDUCATION AND SECURITY FOR MEMBERS AND THEIR FAMILIES.

Activities or mission (Part I)

TO BE FIRST AND FOREMOST IN MINDS OF MEMBERS WHEN IT COMES TO INSURANCE, FINANCIAL, LEGAL AND OTHER SERVICES. THIS WILL OCCUR BY ENDORSING QUALITY PROGRAMS THAT ARE COMPETITIVELY PRICED AND ARE DESIGNED TO PROVIDE FINANCIAL EDUCATION AND SECURITY FOR MEMBERS AND THEIR FAMILIES.

  • PEER SUPPORT LINETHE PEER SUPPORT LINE, AVAILABLE THROUGH RUTGERS UNIVERSITY BEHAVIORAL HEALTH CARE, IS A CONFIDENTIAL HELPLINE PROVIDED AT NO COST TO ALL NYSUT MEMBERS AND THEIR FAMILIES. STAFFED BY TRAINED IN-SERVICE AND RETIRED INDIVIDUALS WHO UNDERSTAND THE UNIQUE PROFESSIONAL AND PERSONAL CHALLENGES OF NYSUT MEMBERS, THE PEER SUPPORT LINE CAN PROVIDE ANSWERS, RESOURCES, AND EMPATHETIC SUPPORT WHEN IT IS NEEDED.

  • LEGAL ASSISTANCE PLANTHE LEGAL ASSISTANCE PLAN IS AVAILABLE AT NO COST TO NYSUT MEMBERS IN A NON-FULL DUES CATEGORY OR SPLIT DUES CATEGORY. PROVIDED BY THE LAW FIRM OF FELDMAN, KRAMER & MONACO, P.C., THIS PLAN PROVIDES ELIGIBLE MEMBERS WITH FREE TELEPHONE ACCESS TO ATTORNEYS AS WELL AS A LIMITED NUMBER OF LEGAL DOCUMENTS.

  • PREMIUM CALM SERVICETHE PREMIUM CALM SUBSCRIPTION PROVIDES ALL NYSUT IN-SERVICE AND RETIREE MEMBERS WITH UNLIMITED FREE ACCESS TO THE FULL LIBRARY OF SLEEP, MEDITATION, AND RELAXATION CONTENT AT CALM.COM AND IN THE CALM APP, WHICH CAN BE UTILIZED VIA A DESKTOP, LAPTOP, TABLET, OR MOBILE DEVICE (IOS OR ANDROID). MEMBERS CAN ADD UP TO FIVE DEPENDENTS (AGE 16 OR OLDER) TO RECEIVE THEIR OWN PREMIUM CALM SUBSCRIPTION.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Roderick Sherman

    TRUSTEE-SECRETARY

    Total calculated
    $2,875
    From this org
    $0
    From related orgs
    $2,875
    Other
    $0
    Hours/week
    2
  • Anthony Nicodemo

    TRUSTEE

    Total calculated
    $16,747
    From this org
    $0
    From related orgs
    $16,747
    Other
    $0
    Hours/week
    2
  • Carolyn Kube

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Loretta Donlon

    TRUSTEE

    Total calculated
    $16,747
    From this org
    $0
    From related orgs
    $16,747
    Other
    $0
    Hours/week
    2
  • J Philippe Abraham

    TRUSTEE-CHAIR

    Total calculated
    $265,154
    From this org
    $0
    From related orgs
    $165,584
    Other
    $99,570
    Hours/week
    17

    Schedule J breakdown matched by us

    Base
    $0 + $145,044 related
    Bonus
    $0
    Other
    $0 + $20,540 related
    Deferred
    $0 + $43,306 related
    Nontaxable benefits
    $0 + $56,264 related
    Filer's total
    $0 + $265,154 related
  • Michael Sill

    TRUSTEE

    Total calculated
    $16,747
    From this org
    $0
    From related orgs
    $16,747
    Other
    $0
    Hours/week
    2
  • Amber Chandler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Natalie McKay

    TRUSTEE

    Total calculated
    $16,747
    From this org
    $0
    From related orgs
    $16,747
    Other
    $0
    Hours/week
    2
  • Kevin Peterman

    TRUSTEE

    Total calculated
    $2,875
    From this org
    $0
    From related orgs
    $2,875
    Other
    $0
    Hours/week
    2
  • Angelina Rivera

    TRUSTEE

    Total calculated
    $16,747
    From this org
    $0
    From related orgs
    $16,747
    Other
    $0
    Hours/week
    2
  • Jeffrey Lockwood

    DIRECTOR OF FINANCE

    Total calculated
    $345,374
    From this org
    $0
    From related orgs
    $222,424
    Other
    $122,950
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $222,424 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $58,678 related
    Nontaxable benefits
    $0 + $64,272 related
    Filer's total
    $0 + $345,374 related
  • Michelle Kennedy

    MEMBER BENEFITS

    Total calculated
    $206,699
    From this org
    $0
    From related orgs
    $123,355
    Other
    $83,344
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $123,355 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,469 related
    Nontaxable benefits
    $0 + $53,875 related
    Filer's total
    $0 + $206,699 related
  • Derek Clement

    ASST IN MEMBER BENEFITS

    Total calculated
    $273,625
    From this org
    $0
    From related orgs
    $168,311
    Other
    $105,314
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $168,311 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,198 related
    Nontaxable benefits
    $0 + $64,116 related
    Filer's total
    $0 + $273,625 related
  • Jaclyn L Ferrucci

    DEPUTY DIRECTOR FINANCE

    Total calculated
    $309,517
    From this org
    $0
    From related orgs
    $196,064
    Other
    $113,453
    Hours/week
    9

    Schedule J breakdown matched by us

    Base
    $0 + $196,064 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,957 related
    Nontaxable benefits
    $0 + $63,496 related
    Filer's total
    $0 + $309,517 related
  • Adam Doling

    MEMBER BENEFITS SPECIALIST

    Total calculated
    $213,598
    From this org
    $0
    From related orgs
    $123,088
    Other
    $90,510
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $123,088 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,724 related
    Nontaxable benefits
    $0 + $60,786 related
    Filer's total
    $0 + $213,598 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $17,969,501
    Expenses
    $15,039,756
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $18,491,676
    Expenses
    $11,661,045
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $15,581,239
    Expenses
    $12,375,508
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $17,673,136
    Expenses
    $11,170,496
    Assets (EOY)
    $84,930,451
  • 2020 · 990

    Revenue
    $16,868,127
    Expenses
    $10,688,677
    Assets (EOY)
    $91,259,553
  • 2019 · 990

    Revenue
    $15,808,557
    Expenses
    $10,468,218
    Assets (EOY)
    $82,161,471
  • 2018 · 990

    Revenue
    $15,234,660
    Expenses
    $10,784,818
    Assets (EOY)
    $72,440,652
  • 2017 · 990

    Revenue
    $14,360,696
    Expenses
    $9,946,336
    Assets (EOY)
    $62,802,554
  • 2016 · 990

    Revenue
    $13,213,594
    Expenses
    $10,324,066
    Assets (EOY)
    $61,746,070
  • 2015 · 990

    Revenue
    $12,646,912
    Expenses
    $9,311,415
    Assets (EOY)
    $54,828,180
  • 2014 · 990

    Revenue
    $45,021,372
    Expenses
    $15,963,562
    Assets (EOY)
    $101,968,721
  • 2013 · 990

    Revenue
    $39,422,608
    Expenses
    $11,334,175
    Assets (EOY)
    $72,338,477
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $10,082,374
    Assets (EOY)
    $41,253,324

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • NYSUT MEMBER BENEFITS CORPORATION

    C · MEMBER PROGRAM DISCOUNTS · NY · 100% owned · share of income -$578,262 · share of assets $1,014,446 · controlled entity

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.