Civic Intelligence

Bronxville Public School Employees Benefit Trust Fund

990 • Fiscal year 2015 • EIN 06-1094792

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 18, 2016

Organization ProfileN/A
177 Pondfield RoadBronxville, NY 10708

(914) 395-0500

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.13x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

74th percentile

0.13x

Higher debt load relative to revenue than 74% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

29th percentile

-4.9%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

55th percentile

4.5%

Faster revenue growth than 55% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$441,650

Up $2,756 (+0.6%) from 2014

Net Assets

Down

$383,194

Down $22,273 (-5.5%) from 2014

Liabilities

Up

$58,456

Up $25,029 (+75%) from 2014

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin29th percentile

Revenue

Up

$459,286

Up $19,597 (+4.5%) from 2014

Expenses

Up

$481,598

Up $7,974 (+1.7%) from 2014

Net Income

Up

-$22,312

Up $11,623 (+34%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$600K$400K$200K$0Assets 2010: $492,042Liabilities 2010: $34,489Net Assets 2010: $457,5532010Assets 2011: $499,585Liabilities 2011: $36,307Net Assets 2011: $463,2782011Assets 2012: $478,326Liabilities 2012: $30,224Net Assets 2012: $448,1022012Assets 2013: $491,825Liabilities 2013: $52,460Net Assets 2013: $439,3652013Assets 2014: $438,894Liabilities 2014: $33,427Net Assets 2014: $405,4672014Assets 2015: $441,650Liabilities 2015: $58,456Net Assets 2015: $383,1942015Assets 2016: $411,802Liabilities 2016: $39,425Net Assets 2016: $372,3772016Assets 2017: $421,811Liabilities 2017: $31,694Net Assets 2017: $390,1172017Assets 2018: $324,003Liabilities 2018: $75,712Net Assets 2018: $248,2912018Assets 2019: $333,814Liabilities 2019: $61,852Net Assets 2019: $271,9622019Assets 2020: $412,317Liabilities 2020: $52,230Net Assets 2020: $360,0872020Assets 2021: $404,120Liabilities 2021: $94,895Net Assets 2021: $309,2252021Assets 2022: $404,642Liabilities 2022: $54,761Net Assets 2022: $349,8812022Assets 2023: $358,733Liabilities 2023: $44,717Net Assets 2023: $314,0162023Assets 2024: $559,671Liabilities 2024: $124,005Net Assets 2024: $435,6662024

Highlighted filing

2015

Assets$441,650
Liabilities$58,456
Net Assets$383,194
Open 2015 Filing

Operations Trend

Revenue Growth55th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $424,9782010Expenses 2011: $418,3202011Expenses 2012: $427,9742012Revenue 2013: $430,369Expenses 2013: $438,832Net Income 2013: -$8,4632013Revenue 2014: $439,689Expenses 2014: $473,624Net Income 2014: -$33,9352014Revenue 2015: $459,286Expenses 2015: $481,598Net Income 2015: -$22,3122015Revenue 2016: $450,338Expenses 2016: $461,143Net Income 2016: -$10,8052016Revenue 2017: $520,240Expenses 2017: $502,500Net Income 2017: $17,7402017Revenue 2018: $362,916Expenses 2018: $504,742Net Income 2018: -$141,8262018Revenue 2019: $583,592Expenses 2019: $559,921Net Income 2019: $23,6712019Revenue 2020: $525,817Expenses 2020: $437,692Net Income 2020: $88,1252020Revenue 2021: $519,391Expenses 2021: $570,253Net Income 2021: -$50,8622021Revenue 2022: $546,024Expenses 2022: $505,368Net Income 2022: $40,6562022Revenue 2023: $533,393Expenses 2023: $569,258Net Income 2023: -$35,8652023Revenue 2024: $626,202Expenses 2024: $504,552Net Income 2024: $121,6502024

Highlighted filing

2015

Revenue$459,286
Expenses$481,598
Net Income-$22,312
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 18, 2016
Return Version
2014v6.0
Gross Receipts
$1,039,286
Mission and Program Overview

Mission

The plan provides dental and vision benefits covering employees of the bronxville public school district.

Dental and vision benefits paid to reimburse employees of the bronxville public school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$393,713$441,650▲ $47,937
Rtn Earn Endowment Incm Other Fnds$405,467$383,194▼ $22,273
Cash and Non-Interest-Bearing Accounts$45,181--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$438,894$441,650▲ $2,756
Liabilities
Other Liabilities$29,052$49,581▲ $20,529
Accounts Payable and Accrued Expenses$4,375$8,875▲ $4,500
Total Liabilities$33,427$58,456▲ $25,029
Net Assets / Fund Balance
Total Net Assets Fund Balance$405,467$383,194▼ $22,273
Total Liabilities and Net Assets / Fund Balance$438,894$441,650▲ $2,756
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Eileen MahoneyCo-chairperson
Millie GuzmanCo-chairperson
Anne AbbatecolaTrustee
David KatzTrustee
Mandy GerstenTrustee
Theresa CraparoTrustee
Toby GillenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$458,014
Investment Income
$1,272
Other Revenue
$0
Change in Net Assets
$-22,312

Audited Revenue Reconciliation

Revenue per Audited Statements
$459,286
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$39
Total Revenue per Audited Statements
$459,325
Total Revenue per Form 990
$459,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,936
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$444,662--$444,662
Fees for Services Legal-$18,700-$18,700
Fees for Services Accounting-$4,500-$4,500
Insurance-$1,255-$1,255
Other Expenses$546--$546
Total Functional Expenses$457,143$24,455$0$481,598

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$481,598
Total Expenses per Audited Statements$481,598
Total Expenses per Form 990$481,598
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Payable$33,049
Claims Incurred But Not Reported$16,532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 8B

“The bronxville public school benefit trust only has a board of trustees. The trustees are not divided into special committees.”

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared by an accountant with the use of the bronxville public school benefit trust financial records. Once the form 990 is complete, the return is given to the bronxville public school benefit trust board of trustees. The trustees then verify that the form is filled out correctly. Once the trustees have given their approval for the form 990, the return is then given to the treasurer to sign and return to the accountant. After the return has been signed by the treasurer and returned to the accountant's office, the accountant will submit the form 990 to the government electronically.”

Form 990, Part VI, Section B, Line 12C

“Annually the board of trustees are required to disclose possible conflicts of interest.all trustees are required to adhere to the adopted conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, and financial statements available to the public on another website and upon request.”

Filing and Contact Details

Filer

Filer Name
Bronxville Public School Benefit Trust
EIN
06-1094792
Phone
9143950500
Address
177 PONDFIELD ROAD, BRONXVILLE, NY 10708

Signing Officer

Name
Millie Guzman
Title
Chairperson
Phone
9143950500
Signed
2016-03-18
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Nugent & Haeussler Pc
Address
101 BRACKEN ROAD, MONTGOMERY, NY 12549
Preparer
Mark M Levy CPA
Phone
8454571100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization adopted the provisions of fasb asc 740-10. This standard requires all taxpayers to analyze all material positions they have taken or plan to take in all tax returns that have been filed or should have been filed with all taxing authorities for all years still subject to challenge by those taxing authorities. If the position taken is "more-likely-than not" to be sustained by the taxing authority on its technical merits and if there is more than a 50% likelihood that the position would be sustained if challenged and considered by the highest court in the relevant jurisdiction, the tax consequences of that position should be reflected in the taxpayer's financial statements. Using that guidance, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements as of june 30, 2015. The plan's federal tax returns for the years ended june 30, 2012 through june 30, 2014 are subject to examination by applicable taxing and regulating authorities. The plan has evaluated its tax positions for all open tax years, and believes all tax positions taken would be upheld under an examination.”

Raw XML Appendix323 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB ASC 740-10. THIS STANDARD REQUIRES ALL TAXPAYERS TO ANALYZE ALL MATERIAL POSITIONS THEY HAVE TAKEN OR PLAN TO TAKE IN ALL TAX RETURNS THAT HAVE BEEN FILED OR SHOULD HAVE BEEN FILED WITH ALL TAXING AUTHORITIES FOR ALL YEARS STILL SUBJECT TO CHALLENGE BY THOSE TAXING AUTHORITIES. IF THE POSITION TAKEN IS "MORE-LIKELY-THAN NOT" TO BE SUSTAINED BY THE TAXING AUTHORITY ON ITS TECHNICAL MERITS AND IF THERE IS MORE THAN A 50% LIKELIHOOD THAT THE POSITION WOULD BE SUSTAINED IF CHALLENGED AND CONSIDERED BY THE HIGHEST COURT IN THE RELEVANT JURISDICTION, THE TAX CONSEQUENCES OF THAT POSITION SHOULD BE REFLECTED IN THE TAXPAYER'S FINANCIAL STATEMENTS. USING THAT GUIDANCE, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2015. THE PLAN'S FEDERAL TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2012 THROUGH JUNE 30, 2014 ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AND REGULATING AUTHORITIES. THE PLAN HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS, AND BELIEVES ALL TAX POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0481598
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BRONXVILLE PUBLIC SCHOOL BENEFIT TRUST ONLY HAS A BOARD OF TRUSTEES. THE TRUSTEES ARE NOT DIVIDED INTO SPECIAL COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN ACCOUNTANT WITH THE USE OF THE BRONXVILLE PUBLIC SCHOOL BENEFIT TRUST FINANCIAL RECORDS. ONCE THE FORM 990 IS COMPLETE, THE RETURN IS GIVEN TO THE BRONXVILLE PUBLIC SCHOOL BENEFIT TRUST BOARD OF TRUSTEES. THE TRUSTEES THEN VERIFY THAT THE FORM IS FILLED OUT CORRECTLY. ONCE THE TRUSTEES HAVE GIVEN THEIR APPROVAL FOR THE FORM 990, THE RETURN IS THEN GIVEN TO THE TREASURER TO SIGN AND RETURN TO THE ACCOUNTANT. AFTER THE RETURN HAS BEEN SIGNED BY THE TREASURER AND RETURNED TO THE ACCOUNTANT'S OFFICE, THE ACCOUNTANT WILL SUBMIT THE FORM 990 TO THE GOVERNMENT ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST.ALL TRUSTEES ARE REQUIRED TO ADHERE TO THE ADOPTED CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ANOTHER WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0438894
IRS990/TotalAssetsEOYAmt0441650
IRS990/TotalAssetsGrp/BOYAmt0438894
IRS990/TotalAssetsGrp/EOYAmt0441650
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024455
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0457143
IRS990/TotalFunctionalExpensesGrp/TotalAmt0481598
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt033427
IRS990/TotalLiabilitiesEOYAmt058456
IRS990/TotalLiabilitiesGrp/BOYAmt033427
IRS990/TotalLiabilitiesGrp/EOYAmt058456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0405467
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0383194
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0457143
IRS990/TotalProgramServiceRevenueAmt0458014
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01272
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0458014
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0459286
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0438894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0441650
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MILLIE GUZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09143950500
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRONXVILLE PUBLIC SCHOOL BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BRON
ReturnHeader/Filer/EIN0061094792
ReturnHeader/Filer/PhoneNum09143950500
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 PONDFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0BRONXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010708
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141567370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUGENT & HAEUSSLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 BRACKEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012549
ReturnHeader/PreparerPersonGrp/PhoneNum08454571100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK M LEVY CPA
ReturnHeader/ReturnTs02016-03-31T12:55:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,650
Liabilities
$58,456
Net assets
$383,194
Revenue
$459,286
Expenses
$481,598
Net income
-$22,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$1.24$4.36$6.26$5.05$1.22
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.45$3.14$5.33$5.69$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.55$3.50$5.46$5.05$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.95$3.09$5.19$5.70$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.52$3.60$5.26$4.38$0.88
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.62$2.72$5.84$5.60$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.76$2.48$3.63$5.05$1.42
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.32$3.90$5.20$5.03$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.39$3.72$4.50$4.61$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.58$3.83$4.59$4.82$0.22
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.39$0.33$4.05$4.40$4.74$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.52$4.39$4.30$4.39$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.30$4.48$4.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.36$4.63$4.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.34$4.58$4.25
Peer Organizations

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