Civic Intelligence

Carmel Teachers Assoc Welfare Trust Fund C/O Preferred Groups Plans Inc

EIN 06-1064678 • 501(c)9 • Carmel, NY

Profile

To provide supplemental welfare benefits to eligible members

Attn Dino Mazzotta 281 Fair StreetCarmel, NY 10512

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.18x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

2.8%

Higher net margin than 50% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$3,500

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

0.2%

Faster revenue growth than 38% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,499,798

Up $107,690 (+7.7%) from 2023

Liabilities

Up

$275,171

Up $73,396 (+36%) from 2023

Net Assets

Up

$1,224,627

Up $34,294 (+2.9%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin50th percentile

Revenue

Up

$1,233,530

Up $2,312 (+0.2%) from 2023

Expenses

Up

$1,199,236

Up $79,518 (+7.1%) from 2023

Net Income

Down

$34,294

Down $77,206 (-69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,324,970Liabilities 2010: $294,428Net Assets 2010: $1,030,5422010Assets 2011: $1,085,936Liabilities 2011: $301,421Net Assets 2011: $784,5152011Assets 2012: $727,003Liabilities 2012: $277,665Net Assets 2012: $449,3382012Assets 2013: $738,954Liabilities 2013: $279,006Net Assets 2013: $459,9482013Assets 2014: $704,948Liabilities 2014: $186,550Net Assets 2014: $518,3982014Assets 2015: $824,938Liabilities 2015: $204,194Net Assets 2015: $620,7442015Assets 2016: $981,152Liabilities 2016: $189,818Net Assets 2016: $791,3342016Assets 2017: $933,083Liabilities 2017: $99,900Net Assets 2017: $833,1832017Assets 2018: $894,246Liabilities 2018: $159,239Net Assets 2018: $735,0072018Assets 2019: $1,249,089Liabilities 2019: $310,494Net Assets 2019: $938,5952019Assets 2020: $1,448,915Liabilities 2020: $379,898Net Assets 2020: $1,069,0172020Assets 2021: $1,380,623Liabilities 2021: $394,250Net Assets 2021: $986,3732021Assets 2022: $1,371,892Liabilities 2022: $368,834Net Assets 2022: $1,003,0582022Assets 2023: $1,392,108Liabilities 2023: $201,775Net Assets 2023: $1,190,3332023Assets 2024: $1,499,798Liabilities 2024: $275,171Net Assets 2024: $1,224,6272024

Highlighted filing

2024

Assets$1,499,798
Liabilities$275,171
Net Assets$1,224,627
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,330,8542010Expenses 2011: $1,343,5232011Expenses 2012: $1,310,3302012Revenue 2013: $1,156,710Expenses 2013: $1,146,100Net Income 2013: $10,6102013Revenue 2014: $1,189,585Expenses 2014: $1,131,135Net Income 2014: $58,4502014Revenue 2015: $1,240,362Expenses 2015: $1,138,016Net Income 2015: $102,3462015Revenue 2016: $1,167,645Expenses 2016: $997,055Net Income 2016: $170,5902016Revenue 2017: $1,138,032Expenses 2017: $1,096,183Net Income 2017: $41,8492017Revenue 2018: $984,978Expenses 2018: $1,083,154Net Income 2018: -$98,1762018Revenue 2019: $1,167,495Expenses 2019: $1,100,043Net Income 2019: $67,4522019Revenue 2020: $1,114,219Expenses 2020: $983,797Net Income 2020: $130,4222020Revenue 2021: $974,121Expenses 2021: $1,051,889Net Income 2021: -$77,7682021Revenue 2022: $1,115,948Expenses 2022: $1,099,263Net Income 2022: $16,6852022Revenue 2023: $1,231,218Expenses 2023: $1,119,718Net Income 2023: $111,5002023Revenue 2024: $1,233,530Expenses 2024: $1,199,236Net Income 2024: $34,2942024

Highlighted filing

2024

Revenue$1,233,530
Expenses$1,199,236
Net Income$34,294
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,499,798
Liabilities
$275,171
Net assets
$1,224,627
Revenue
$1,233,530
Expenses
$1,199,236
Net income
$34,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.28$1.22$1.23$1.20$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.20$1.19$1.23$1.12$0.11
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.37$0.37$1.00$1.12$1.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.39$0.99$0.97$1.05$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.38$1.07$1.11$0.98$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.31$0.94$1.17$1.10$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.16$0.74$0.98$1.08$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.10$0.83$1.14$1.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.19$0.79$1.17$1.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.20$0.62$1.24$1.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.19$0.52$1.19$1.13$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.28$0.46$1.16$1.15$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.28$0.45$1.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.30$0.78$1.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.29$1.03$1.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$1,233,530
Mission and Program Overview

Mission

To provide supplemental welfare benefits to eligible members

Health and welfare benefits for members and their immediate families

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,190,333$1,224,627▲ $34,294
Savings and Temporary Cash Investments$1,007,502$1,118,270▲ $110,768
Cash and Non-Interest-Bearing Accounts$366,988$361,346▼ $5,642
Accounts Receivable$9,363$11,422▲ $2,059
Prepaid Expenses and Deferred Charges$5,185$5,690▲ $505
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,392,108$1,499,798▲ $107,690
Other Assets Total$3,070$3,070→ $0
Liabilities
Deferred Revenue$110,892$166,382▲ $55,490
Other Liabilities$74,883$80,289▲ $5,406
Accounts Payable and Accrued Expenses$16,000$28,500▲ $12,500
Total Liabilities$201,775$275,171▲ $73,396
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,190,333$1,224,627▲ $34,294
Total Liabilities and Net Assets / Fund Balance$1,392,108$1,499,798▲ $107,690
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dino MazzottaPresidentPT$3,500$3,500
Amber BoyleTrusteePT$2,000$2,000
Antonietta FeliciottoTrusteePT$2,000$2,000
Heather CarlsonTrusteePT$2,000$2,000
Jennifer HunterTrusteePT$2,000$2,000
Mark JennetteTrusteePT$2,000$2,000
Nicole StichburyTrusteePT$2,000$2,000
Ornella SalzaTrusteePT$2,000$2,000
Susan TornatoreTrusteePT$2,000$2,000

Board Members and Trustees

NameTitle
Edward LongTrustee
Jaime ZimmermanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,231,281
Investment Income
$2,249
Other Revenue
$0
Change in Net Assets
$34,294
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,389
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
Benefits to Members---$1,116,847
Other Expenses---$59,985
Fees for Services Accounting---$15,000
Occupancy---$7,404
Total Functional Expenses$0$0$0$1,199,236
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$80,289
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 A, Line 6

“The organization has participants and a board of trustees”

Form 990, Part VI, Section A, Line 7A

“The board of trustees is elected to govern the organization”

Form 990, Part VI, Section A, Line 8B

“All meetings held are documented with minutes.”

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

“When the form 990 has been prepared, reviewed by management, and is ready to be filed with the internal revenue service, a copy of the form 990 is provided to all board members for review and comment prior to submission. All questions and comments are addressed until the return is finalized and approved for filing.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Carmel Teachers Association Welfare
EIN
06-1064678
Phone
9145828183
Address
ATTN DINO MAZZOTTA 281 FAIR STREET, CARMEL, NY 10512

Signing Officer

Name
Dino Mazzotta
Title
Trustee
Phone
9145828183
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dino Mazzotta
Formed
1982
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
32 FOSTERTOWN ROAD, NEWBURGH, NY 12550
Preparer
Tracy L Badgley
Phone
8455655400
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1A

“The organization's third party administrator, 90 degree benefits, id # 06-0892635, files forms 1096 and 1099 on behalf of the organization. Therefore, carmel teachers association welfare trust fund did not individually file forms 1096 and 1099. 90 degree benefits filed form 1099 for approximately 235 providers on the organization's behalf.”

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Management has determined that the organization had no uncertain tax positions that would require financial statement recognition or disclosure. The organization is no longer subject to examinations by the applicable jurisdictions for tax years prior to june 30, 2021.”

Raw XML Appendix362 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028500
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IRS990/AccountsReceivableGrp/EOYAmt011422
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt01116847
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STIRLING BENEFITS INC
IRS990/BooksInCareOfDetail/PhoneNum02038761660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0291 SOUTH LAMBERT ROAD SUITE 4
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
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IRS990/CashNonInterestBearingGrp/EOYAmt0361346
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01116847
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02249
IRS990/CYOtherExpensesAmt082389
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01231281
IRS990/CYRevenuesLessExpensesAmt034294
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DescribedInSection501c3Ind00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/PersonNm0AMBER BOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN TORNATORE
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IRS990/Form990PartVIISectionAGrp/PersonNm3ANTONIETTA FELICIOTTO
IRS990/Form990PartVIISectionAGrp/PersonNm4NICOLE STICHBURY
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm6ORNELLA SALZA
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IRS990/Form990PartVIISectionAGrp/PersonNm8EDWARD LONG
IRS990/Form990PartVIISectionAGrp/PersonNm9JAIME ZIMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK JENNETTE
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IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0BOARD OF ED CONTRIBUTI
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1286414
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2162748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0782119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1286414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2162748
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01047563
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01019
IRS990/PYOtherExpensesAmt072155
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01230199
IRS990/PYRevenuesLessExpensesAmt0111500
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01119718
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01231218
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt034294
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01007502
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01118270
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt080289
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE JURISDICTIONS FOR TAX YEARS PRIOR TO JUNE 30, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt080289
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, 90 DEGREE BENEFITS, ID # 06-0892635, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, CARMEL TEACHERS ASSOCIATION WELFARE TRUST FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. 90 DEGREE BENEFITS FILED FORM 1099 FOR APPROXIMATELY 235 PROVIDERS ON THE ORGANIZATION'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS PARTICIPANTS AND A BOARD OF TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES IS ELECTED TO GOVERN THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEETINGS HELD ARE DOCUMENTED WITH MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. ALL QUESTIONS AND COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CARMEL CENTRAL SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01392108
IRS990/TotalAssetsEOYAmt01499798
IRS990/TotalAssetsGrp/BOYAmt01392108
IRS990/TotalAssetsGrp/EOYAmt01499798
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01199236
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0201775
IRS990/TotalLiabilitiesEOYAmt0275171
IRS990/TotalLiabilitiesGrp/BOYAmt0201775
IRS990/TotalLiabilitiesGrp/EOYAmt0275171
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01190333
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01224627
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01231281
IRS990/TotalReportableCompFromOrgAmt019500
IRS990/TotalRevenueGrp/ExclusionAmt02249
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01231281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01233530
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01392108
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01499798
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0281 FAIR STREET
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010512
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DINO MAZZOTTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09145828183
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL TEACHERS ASSOCIATION WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0061064678
ReturnHeader/Filer/PhoneNum09145828183
ReturnHeader/Filer/USAddress/AddressLine1Txt0ATTN DINO MAZZOTTA 281 FAIR STREET
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010512
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 FOSTERTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455655400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY L BADGLEY
ReturnHeader/ReturnTs02025-05-14T06:35:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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