Civic Intelligence

Mount Vernon City School District Administrators Trust Fund

990 • Fiscal year 2017 • EIN 06-1063525

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 26, 2018

72 Lexington AvenueMT Vernon, NY 10552

(914) 665-5060

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.55x

Higher debt load relative to assets than 93% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-14%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-100%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$44,740

Down $7,278 (-14%) from 2016

Net Assets

Down

$20,190

Down $7,428 (-27%) from 2016

Liabilities

Up

$24,550

Up $150 (+0.6%) from 2016

Revenue

Down

$0

Down $50,000 (-100%) from 2016

Expenses

Up

$7,428

Up $274 (+3.8%) from 2016

Net Income

Down

-$7,428

Down $50,274 (-117%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0-$50KAssets 2011: $27,049Liabilities 2011: $26,275Net Assets 2011: $7742011Assets 2012: $25,294Liabilities 2012: $28,000Net Assets 2012: -$2,7062012Assets 2013: $23,443Liabilities 2013: $25,725Net Assets 2013: -$2,2822013Assets 2015: $8,972Liabilities 2015: $24,200Net Assets 2015: -$15,2282015Assets 2016: $52,018Liabilities 2016: $24,400Net Assets 2016: $27,6182016Assets 2017: $44,740Liabilities 2017: $24,550Net Assets 2017: $20,1902017Assets 2018: $41,540Liabilities 2018: $29,250Net Assets 2018: $12,2902018Assets 2019: $83,249Liabilities 2019: $29,550Net Assets 2019: $53,6992019Assets 2020: $94,736Liabilities 2020: $24,900Net Assets 2020: $69,8362020Assets 2021: $85,405Liabilities 2021: $25,000Net Assets 2021: $60,4052021Assets 2022: $159,740Liabilities 2022: $30,325Net Assets 2022: $129,4152022Assets 2023: $148,099Liabilities 2023: $30,825Net Assets 2023: $117,2742023Assets 2024: $38,154Liabilities 2024: $31,300Net Assets 2024: $6,8542024

Highlighted filing

2017

Assets$44,740
Liabilities$24,550
Net Assets$20,190

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $29,3252011Expenses 2012: $28,4822012Revenue 2013: $25,000Expenses 2013: $24,576Net Income 2013: $4242013Revenue 2015: $0Expenses 2015: $6,407Net Income 2015: -$6,4072015Revenue 2016: $50,000Expenses 2016: $7,154Net Income 2016: $42,8462016Revenue 2017: $0Expenses 2017: $7,428Net Income 2017: -$7,4282017Revenue 2018: $26Expenses 2018: $7,926Net Income 2018: -$7,9002018Revenue 2019: $50,074Expenses 2019: $8,665Net Income 2019: $41,4092019Revenue 2020: $25,039Expenses 2020: $8,902Net Income 2020: $16,1372020Revenue 2021: $1Expenses 2021: $9,432Net Income 2021: -$9,4312021Revenue 2022: $81,167Expenses 2022: $12,157Net Income 2022: $69,0102022Revenue 2023: $171Expenses 2023: $12,312Net Income 2023: -$12,1412023Revenue 2024: $266Expenses 2024: $110,686Net Income 2024: -$110,4202024

Highlighted filing

2017

Revenue$0
Expenses$7,428
Net Income-$7,428
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 26, 2018
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

NONE

Provide long term disability, major medical, life insurance & flexible benefits for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,016$39,737▼ $7,279
Savings and Temporary Cash Investments$5,002$5,003▲ $1
Total Assets$52,018$44,740▼ $7,278
Liabilities
Accounts Payable and Accrued Expenses$24,400$24,550▲ $150
Total Liabilities$24,400$24,550▲ $150
Net Assets / Fund Balance
Unrestricted Net Assets$27,618$20,190▼ $7,428
Total Net Assets Fund Balance$27,618$20,190▼ $7,428
Total Liabilities and Net Assets / Fund Balance$52,018$44,740▼ $7,278
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ronald GonzalezChairperson
Frances LightsyTrustee
Hillary ThompsonTrustee
Frances TarrantSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-7,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$4,550-$4,550
Benefits to Members$1,846--$1,846
Other Expenses-$48-$48
Total Functional Expenses$1,846$5,582$0$7,428

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,428
Total Expenses per Audited Statements$7,428
Total Expenses per Form 990$7,428
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Organization reviews tax return before filing

Form 990, Part VI, Section C, Line 19

Organization makes its documents available to public by guidestar.org

Filing and Contact Details

Filer

Filer Name
Mount Vernon City School District
EIN
06-1063525
Phone
9146655060
Address
72 LEXINGTON AVENUE, MT VERNON, NY 10552

Signing Officer

Name
Ronald Gonzalez
Title
Chairperson
Phone
9146655300
Signed
2018-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Gonzalez
Formed
1983
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Fioritakornhaas & Company Pc
Address
146 DEER HILL AVENUE, DANBURY, CT 06810
Preparer
Fiorita Kornhaas Company Pc
Phone
2037901040
Raw XML Appendix271 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.

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IRS990/GrantsToIndividualsInd00
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IRS990/ScheduleJRequiredInd00
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ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.31$0.07$0.00$1.11$1.10
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.31$1.17$0.00$0.12$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.30$1.29$0.81$0.12$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.25$0.60$0.00$0.09$0.09
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.95$0.25$0.70$0.25$0.09$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.30$0.54$0.50$0.09$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.29$0.12$0.00$0.08$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.25$0.20$0.00$0.07$0.07
2016Summary only. Only limited summary data is available for this year.$0.52$0.24$0.28$0.50$0.07$0.43
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.24$0.15$0.00$0.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.26$0.02$0.25$0.25$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.28$0.03$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.26$0.01$0.29