Civic Intelligence

Norwood-Norfolk Teachers' Association Benefit Trust

EIN 04-3672402 • 501(c)5 • Norwood, NY

Profile

To provide benefits for teachers at the norwood norfolk central school.

PO Box 41Norwood, NY 13668

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

30th percentile

-2.9%

Higher net margin than 30% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Source year 2025

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE J40 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-32%

Faster asset growth than 10% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-4.7%

Faster revenue growth than 37% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$6,616

Down $3,110 (-32%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,616

Down $3,110 (-32%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Down

$106,344

Down $5,196 (-4.7%) from 2024

Expenses

Down

$109,455

Down $8,130 (-6.9%) from 2024

Net Income

Up

-$3,111

Up $2,934 (+49%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $25,077Liabilities 2012: $02012Assets 2013: $26,604Liabilities 2013: $02013Assets 2014: $17,542Liabilities 2014: $02014Assets 2015: $24,786Liabilities 2015: $02015Assets 2016: $29,786Liabilities 2016: $02016Assets 2017: $20,988Liabilities 2017: $02017Assets 2018: $24,529Liabilities 2018: $0Net Assets 2018: $24,5292018Assets 2019: $22,540Liabilities 2019: $0Net Assets 2019: $22,5402019Assets 2020: $17,355Liabilities 2020: $0Net Assets 2020: $17,3552020Assets 2021: $16,559Liabilities 2021: $0Net Assets 2021: $16,5592021Assets 2022: $13,338Liabilities 2022: $0Net Assets 2022: $13,3382022Assets 2023: $15,771Liabilities 2023: $0Net Assets 2023: $15,7712023Assets 2024: $9,726Liabilities 2024: $0Net Assets 2024: $9,7262024Assets 2025: $6,616Net Assets 2025: $6,6162025

Highlighted filing

2025

Assets$6,616
Liabilities-
Net Assets$6,616
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $87,964Expenses 2012: $86,798Net Income 2012: $1,1662012Revenue 2013: $86,537Expenses 2013: $85,009Net Income 2013: $1,5282013Revenue 2014: $77,883Expenses 2014: $86,946Net Income 2014: -$9,0632014Revenue 2015: $102,793Expenses 2015: $95,548Net Income 2015: $7,2452015Revenue 2016: $99,554Expenses 2016: $94,447Net Income 2016: $5,1072016Revenue 2017: $82,045Expenses 2017: $90,950Net Income 2017: -$8,9052017Revenue 2018: $95,931Expenses 2018: $92,391Net Income 2018: $3,5402018Revenue 2019: $93,054Expenses 2019: $95,043Net Income 2019: -$1,9892019Revenue 2020: $90,836Expenses 2020: $96,021Net Income 2020: -$5,1852020Revenue 2021: $94,671Expenses 2021: $95,467Net Income 2021: -$7962021Revenue 2022: $100,446Expenses 2022: $103,667Net Income 2022: -$3,2212022Revenue 2023: $106,870Expenses 2023: $104,437Net Income 2023: $2,4332023Revenue 2024: $111,540Expenses 2024: $117,585Net Income 2024: -$6,0452024Revenue 2025: $106,344Expenses 2025: $109,455Net Income 2025: -$3,1112025

Highlighted filing

2025

Revenue$106,344
Expenses$109,455
Net Income-$3,111
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,616
Liabilities
-
Net assets
$6,616
Revenue
$106,344
Expenses
$109,455
Net income
-$3,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.07$1.06$1.09$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.12$1.18$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$1.07$1.04$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$1.00$1.04$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.95$0.95$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.91$0.96$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.93$0.95$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.96$0.92$0.04
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$0.82$0.91$0.09
2016Summary only. Only limited summary data is available for this year.$0.30$0.00$1.00$0.94$0.05
2015Summary only. Only limited summary data is available for this year.$0.25$0.00$1.03$0.96$0.07
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$0.78$0.87$0.09
2013Summary only. Only limited summary data is available for this year.$0.27$0.00$0.87$0.85$0.02
2012Summary only. Only limited summary data is available for this year.$0.25$0.00$0.88$0.87$0.01
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 13, 2024
Return Version
2023v5.0
Gross Receipts
$111,540
Mission and Program Overview

Mission

To provide benefits for teachers at the norwood norfolk central school.

Program Services

DescriptionGrantsExpenses
PROVIDE BENEFITS FOR TEACHERS OF NORWOOD NORFOLK CENTRAL SCHOOL.--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY JOHNSONChairperson-$0--
KIMBERLY BROWNTrustee-$0--
ANGELA REGANTrustee-$0--
JENNY HERRICKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
NORWOOD-NORFOLK TEACHERS'
EIN
04-3672402
Phone
3153536631
Address
PO BOX 41, NORWOOD, NY 13668

Signing Officer

Name
Ashley Johnson
Title
Chairperson
Phone
3153536631
Signed
2024-10-13

Preparer

Firm
Whalen Davey & Looney CPA Llp
Address
31 GLENN STREET, MASSENA, NY 13662
Preparer
Christopher a Herrick CPA
Phone
3157692200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Other revenue 1,268 total 1,268”

Form 990-ez, Part I, Line 16

“Expenses bank charges 76 total 76”

Raw XML Appendix102 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0117509
IRS990EZ/BooksInCareOfDetail/PersonNm0ASHLEY JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03153536631
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07852 STATE HIGHWAY 56
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd013668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015771
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09726
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110272
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6045
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015771
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09726
IRS990EZ/GrossReceiptsAmt0111540
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015771
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09726
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015771
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09726
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ASHLEY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANGELA REGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNY HERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt076
IRS990EZ/OtherRevenueTotalAmt01268
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE BENEFITS FOR TEACHERS AT THE NORWOOD NORFOLK CENTRAL SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE BENEFITS FOR TEACHERS OF NORWOOD NORFOLK CENTRAL SCHOOL.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117585
IRS990EZ/TotalRevenueAmt0111540
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 1,268 TOTAL 1,268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK CHARGES 76 TOTAL 76
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum03153536631
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORWOOD-NORFOLK TEACHERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NORW
ReturnHeader/Filer/EIN0043672402
ReturnHeader/Filer/PhoneNum03153536631
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 41
ReturnHeader/Filer/USAddress/CityNm0NORWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013668
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150614604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHALEN DAVEY & LOONEY CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 GLENN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASSENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013662
ReturnHeader/PreparerPersonGrp/PhoneNum03157692200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER A HERRICK CPA
ReturnHeader/ReturnTs02024-11-15T14:10:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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