Carmel Teaching Assistants Association Benefit Fund

990EZ • Fiscal year 2013 • EIN 06-1210230

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 01, 2013

Organization Profile N/A

1091 Route 52Carmel, NY 10512

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

-14%

Higher net margin than 30% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

-25%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

3.2%

Faster revenue growth than 62% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$65,349

Down $22,167 (-25%) from 2012

Net Assets

Down

$65,349

Down $22,167 (-25%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin30th percentile

Revenue

$152,927

Up $4,691 (+3.2%) from 2012

Expenses

$175,094

Up $5,158 (+3.0%) from 2012

Net Income

Down

-$22,167

Down $467 (-2.2%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2013

Assets$65,349

Liabilities$0

Net Assets$65,349

Open 2013 Filing

Operations Trend

Revenue Growth62nd percentile

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

Highlighted filing

2013

Revenue$152,927

Expenses$175,094

Net Income-$22,167

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Nov 1, 2013
Return Version: 2012v2.1

Mission and Program Overview

Mission

To provide supplemental welfare benefits to eligible members

Filing and Contact Details

Filer

EIN: 06-1210230

Raw XML Appendix113 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/ActivitiesNotPreviouslyRpt	0	0
IRS990EZ/BenefitsPaidToOrForMembers	0	171249
IRS990EZ/CashSavingsAndInvestments/BOY	0	87516
IRS990EZ/CashSavingsAndInvestments/EOY	0	65349
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	-22167
IRS990EZ/FeesAndOthPymtToIndContractors	0	675
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/GrossReceipts	0	152927
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	87516
IRS990EZ/NetAssetsOrFundBalancesBOY	0	87516
IRS990EZ/NetAssetsOrFundBalances/EOY	0	65349
IRS990EZ/NetAssetsOrFundBalancesEOY	0	65349
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	2.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	COLLEEN WILLISCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	LEE HARDING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	MARYANN ASTROSKY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	KAREN TAYLOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	PRESIDENT
IRS990EZ/Organization501c	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherChangesInNetAssets	0	0
IRS990EZ/OtherExpensesTotal	0	3170
IRS990EZ/OtherRevenueTotal	0	100
IRS990EZ/PrimaryExemptPurpose	0	TO PROVIDE ADDITIONAL BENEFITS TO MEMBERS FOR HEALTH AND LEGAL SERVICES.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	TO PROVIDE ADDITIONAL BENEFITS TO MEMBERS FOR HEALTH AND LEGAL SERVICES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	175359
IRS990EZ/ProgramServiceRevenue	0	152827
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	19 BRITISH AMERICAN BLVD WEST 2ND
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine2	0	FL
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	LATHAM
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	12110
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	PREFERRED GROUP PLANS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5186410321
IRS990EZ/TotalAssets/BOY	0	87516
IRS990EZ/TotalAssets/EOY	0	65349
IRS990EZ/TotalExpenses	0	175094
IRS990EZ/TotalProgramServiceExpenses	0	175359
IRS990EZ/TotalRevenue	0	152927
IRS990EZ/WebSite	0	N/A
IRS990ScheduleO/GeneralExplanation/Explanation	0	DESCRIPTION: INTEREST INCOME. AMOUNT: 100.
IRS990ScheduleO/GeneralExplanation/Explanation	1	DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 3,000. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 170. TOTAL TO FORM 990-EZ, LINE 16: 3,170.
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	061210230
ReturnHeader/Filer/Name/BusinessNameLine1	0	CARMEL TEACHING ASSISTANTS ASSOC BENEFIT FUND
ReturnHeader/Filer/NameControl	0	CARM
ReturnHeader/Filer/Phone	0	5186410321
ReturnHeader/Filer/USAddress/AddressLine1	0	1091 ROUTE 52
ReturnHeader/Filer/USAddress/City	0	CARMEL
ReturnHeader/Filer/USAddress/State	0	NY
ReturnHeader/Filer/USAddress/ZIPCode	0	10512
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-11-01
ReturnHeader/Officer/Name	0	COLLEEN WILLISCH
ReturnHeader/Officer/Phone	0	5186410321
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2013-11-01
ReturnHeader/PreparerFirm/EIN	0	133692922
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	GKG CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	254 ROUTE 17K
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	NEWBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	12550
ReturnHeader/Preparer/Name	0	TRACY L BADGLEY CPA
ReturnHeader/Preparer/Phone	0	8455673600
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-14T08:52:55-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $65,349
Liabilities: $0
Net assets: $65,349
Revenue: $152,927
Expenses: $175,094
Net income: -$22,167

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.15	$0.00	$1.15	$2.14	$2.34	$0.20
2023Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$2.29	$2.32	$0.03
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$1.38	$0.00	$1.38	$2.27	$2.19	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$2.18	$2.07	$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.18	$0.00	$1.18	$2.09	$1.92	$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.01	$0.00	$1.01	$2.23	$2.09	$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.87	$0.00	$0.87	$2.10	$1.86	$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.63	$0.00	$0.63	$2.34	$2.13	$0.22
2016Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00	$0.41	$1.79	$1.63	$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.26	$0.00	$0.26	$1.69	$1.76	$0.07
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$0.33	$0.00	$0.33	$1.63	$1.96	$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.65	$0.00	$0.65	$1.53	$1.75	$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.88	$0.00	$0.88	$1.48	$1.70	$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.09	$0.00	$1.09	$1.38	$1.55	$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.26	$0.00	$1.26	$1.30	$1.47	$0.17