Civic Intelligence

Bronxville Public School Employees Benefit Trust Fund

990 • Fiscal year 2016 • EIN 06-1094792

Jul 01, 2015 to Jun 30, 2016 • Filed on May 05, 2017

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

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.09x

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

39th percentile

-2.4%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

29th percentile

-6.8%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-1.9%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$411,802

Down $29,848 (-6.8%) from 2015

Net Assets

Down

$372,377

Down $10,817 (-2.8%) from 2015

Liabilities

Down

$39,425

Down $19,031 (-33%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin39th percentile

Revenue

Down

$450,338

Down $8,948 (-1.9%) from 2015

Expenses

Down

$461,143

Down $20,455 (-4.2%) from 2015

Net Income

Up

-$10,805

Up $11,507 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2016

Assets$411,802
Liabilities$39,425
Net Assets$372,377
Open 2016 Filing

Operations Trend

Revenue Growth43rd 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

2016

Revenue$450,338
Expenses$461,143
Net Income-$10,805
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 5, 2017
Return Version
2015v3.0
Gross Receipts
$988,338
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$441,650$411,802▼ $29,848
Rtn Earn Endowment Incm Other Fnds$383,194$372,377▼ $10,817
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$441,650$411,802▼ $29,848
Liabilities
Other Liabilities$49,581$34,800▼ $14,781
Accounts Payable and Accrued Expenses$8,875$4,625▼ $4,250
Total Liabilities$58,456$39,425▼ $19,031
Net Assets / Fund Balance
Total Net Assets Fund Balance$383,194$372,377▼ $10,817
Total Liabilities and Net Assets / Fund Balance$441,650$411,802▼ $29,848
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Eileen MahoneyCo-chairperson
Millie GuzmanCo-chairperson
David KatzTrustee
Mandy GerstenTrustee
Marcellus Lessane IiiTrustee
Theresa CraparoTrustee
Frank ViggianiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$448,717
Investment Income
$1,621
Other Revenue
$0
Change in Net Assets
$-10,805

Audited Revenue Reconciliation

Revenue per Audited Statements
$450,338
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-12
Total Revenue per Audited Statements
$450,326
Total Revenue per Form 990
$450,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,483
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$403,660--$403,660
Fees for Services Legal-$18,700-$18,700
Fees for Services Accounting-$4,625-$4,625
Insurance-$1,295-$1,295
Other Expenses$154--$154
Total Functional Expenses$436,523$24,620$0$461,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$461,143
Total Expenses per Audited Statements$461,143
Total Expenses per Form 990$461,143
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 Incurred But Not Reported$19,471
Claims Payable$15,329
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
2017-05-05
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, 2016. The plan's federal tax returns for the years ended june 30, 2013 through june 30, 2015 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net unrealized losses on investments”

Raw XML Appendix324 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/BOYAmt08875
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04625
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DENTAL AND VISION BENEFITS PAID TO REIMBURSE EMPLOYEES OF THE BRONXVILLE PUBLIC SCHOOL DISTRICT
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0403660
IRS990/BenefitsToMembersGrp/TotalAmt0403660
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MILLIE GUZMAN
IRS990/BooksInCareOfDetail/PhoneNum09143950500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0177 PONFIELD ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRONXVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010708
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0403660
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01621
IRS990/CYOtherExpensesAmt057483
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0448717
IRS990/CYRevenuesLessExpensesAmt0-10805
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0461143
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0450338
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE DENTAL, VISION AND INSURANCE BENEFITS FOR FUND MEMBERS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0436523
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04625
IRS990/FeesForServicesAccountingGrp/TotalAmt04625
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt018700
IRS990/FeesForServicesLegalGrp/TotalAmt018700
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MILLIE GUZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1EILEEN MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm2THERESA CRAPARO
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK VIGGIANI
IRS990/Form990PartVIISectionAGrp/PersonNm5MANDY GERSTEN
IRS990/Form990PartVIISectionAGrp/PersonNm6MARCELLUS LESSANE III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0538000
IRS990/GrossReceiptsAmt0988338
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01295
IRS990/InsuranceGrp/TotalAmt01295
IRS990/InvestmentIncomeGrp/ExclusionAmt01621
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01621
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0538000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES DENTAL AND VISION BENEFITS COVERING EMPLOYEES OF THE BRONXVILLE PUBLIC SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0383194
IRS990/NetAssetsOrFundBalancesEOYAmt0372377
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt032709
IRS990/OtherExpensesGrp/ProgramServicesAmt1154
IRS990/OtherExpensesGrp/TotalAmt032709
IRS990/OtherExpensesGrp/TotalAmt1154
IRS990/OtherLiabilitiesGrp/BOYAmt049581
IRS990/OtherLiabilitiesGrp/EOYAmt034800
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0311359
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188680
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248678
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0311359
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248678
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0444662
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01272
IRS990/PYOtherExpensesAmt036936
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0458014
IRS990/PYRevenuesLessExpensesAmt0-22312
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0481598
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0459286
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-10805
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0448717
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0383194
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0372377
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0441650
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0411802
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0461143
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015329
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherRevenueAmt0-12
IRS990ScheduleD/RevenueNotReportedAmt0-12
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0450338
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, 2016. THE PLAN'S FEDERAL TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2013 THROUGH JUNE 30, 2015 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/ExplanationTxt1NET UNREALIZED LOSSES ON INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0461143
IRS990ScheduleD/TotalLiabilityAmt034800
IRS990ScheduleD/TotalRevenuePerForm990Amt0450338
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0450326
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0461143
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/TotalAssetsBOYAmt0441650
IRS990/TotalAssetsEOYAmt0411802
IRS990/TotalAssetsGrp/BOYAmt0441650
IRS990/TotalAssetsGrp/EOYAmt0411802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024620
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0436523
IRS990/TotalFunctionalExpensesGrp/TotalAmt0461143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt058456
IRS990/TotalLiabilitiesEOYAmt039425
IRS990/TotalLiabilitiesGrp/BOYAmt058456
IRS990/TotalLiabilitiesGrp/EOYAmt039425
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0383194
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0372377
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0436523
IRS990/TotalProgramServiceRevenueAmt0448717
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01621
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0448717
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0450338
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0441650
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0411802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MILLIE GUZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09143950500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
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/PreparationDt02017-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK M LEVY CPA
ReturnHeader/ReturnTs02017-05-15T09:18:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,802
Liabilities
$39,425
Net assets
$372,377
Revenue
$450,338
Expenses
$461,143
Net income
-$10,805
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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