Civic Intelligence

Carmel Teaching Assistants Association Benefit Fund

990EZ • Fiscal year 2016 • EIN 06-1210230

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 26, 2017

Organization ProfileN/A
30 Fair StCarmel, NY 10512

(845) 225-8441

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

8.6%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

94th percentile

59%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

69th percentile

5.5%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$41,257

Up $15,363 (+59%) from 2015

Net Assets

Up

$41,257

Up $15,363 (+59%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin64th percentile

Revenue

Up

$178,578

Up $9,267 (+5.5%) from 2015

Expenses

Down

$163,215

Down $12,728 (-7.2%) from 2015

Net Income

Up

$15,363

Up $21,995 (+332%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$150K$100K$50K$0Assets 2010: $126,424Liabilities 2010: $0Net Assets 2010: $126,4242010Assets 2011: $109,216Liabilities 2011: $0Net Assets 2011: $109,2162011Assets 2012: $87,516Liabilities 2012: $0Net Assets 2012: $87,5162012Assets 2013: $65,349Liabilities 2013: $0Net Assets 2013: $65,3492013Assets 2014: $32,526Liabilities 2014: $0Net Assets 2014: $32,5262014Assets 2015: $25,894Liabilities 2015: $0Net Assets 2015: $25,8942015Assets 2016: $41,257Liabilities 2016: $0Net Assets 2016: $41,2572016Assets 2017: $62,913Liabilities 2017: $0Net Assets 2017: $62,9132017Assets 2018: $87,100Liabilities 2018: $0Net Assets 2018: $87,1002018Assets 2019: $101,133Liabilities 2019: $0Net Assets 2019: $101,1332019Assets 2020: $118,111Liabilities 2020: $0Net Assets 2020: $118,1112020Assets 2021: $129,684Liabilities 2021: $0Net Assets 2021: $129,6842021Assets 2022: $138,194Liabilities 2022: $0Net Assets 2022: $138,1942022Assets 2023: $135,080Liabilities 2023: $0Net Assets 2023: $135,0802023Assets 2024: $115,358Liabilities 2024: $0Net Assets 2024: $115,3582024

Highlighted filing

2016

Assets$41,257
Liabilities$0
Net Assets$41,257
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $129,629Expenses 2010: $146,805Net Income 2010: -$17,1762010Revenue 2011: $138,166Expenses 2011: $155,374Net Income 2011: -$17,2082011Revenue 2012: $148,236Expenses 2012: $169,936Net Income 2012: -$21,7002012Revenue 2013: $152,927Expenses 2013: $175,094Net Income 2013: -$22,1672013Revenue 2014: $162,724Expenses 2014: $195,547Net Income 2014: -$32,8232014Revenue 2015: $169,311Expenses 2015: $175,943Net Income 2015: -$6,6322015Revenue 2016: $178,578Expenses 2016: $163,215Net Income 2016: $15,3632016Revenue 2017: $234,317Expenses 2017: $212,661Net Income 2017: $21,6562017Revenue 2018: $209,725Expenses 2018: $185,538Net Income 2018: $24,1872018Revenue 2019: $222,715Expenses 2019: $208,682Net Income 2019: $14,0332019Revenue 2020: $208,839Expenses 2020: $191,861Net Income 2020: $16,9782020Revenue 2021: $218,177Expenses 2021: $206,604Net Income 2021: $11,5732021Revenue 2022: $227,470Expenses 2022: $218,960Net Income 2022: $8,5102022Revenue 2023: $228,727Expenses 2023: $231,841Net Income 2023: -$3,1142023Revenue 2024: $214,444Expenses 2024: $234,166Net Income 2024: -$19,7222024

Highlighted filing

2016

Revenue$178,578
Expenses$163,215
Net Income$15,363
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 26, 2017
Return Version
2015v3.0
Gross Receipts
$178,578
Mission and Program Overview

Mission

To provide supplemental welfare benefits to eligible members

To provide additional benefits to members for health and legal services.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ADDITIONAL BENEFITS TO MEMBERS FOR HEALTH AND LEGAL SERVICES.$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN WILLISCHVice President - Secondary-$0--
Eileen GreenVice President - Elementar-$0--
KAREN TAYLORPresident-$0--
Philomena GlendonTreasurer-$0--
Lauri GertsenSecretary-$0--
SANDY CERDERALITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carmel Teaching Assistants Assoc
EIN
06-1210230
Phone
8452258441
Address
30 FAIR ST, CARMEL, NY 10512

Signing Officer

Name
Colleen Willisch
Title
Trustee
Phone
8452258441
Signed
2017-01-26
Discuss with paid preparer
Yes

Preparer

Firm
GKG CPAs
Address
254 ROUTE 17K, NEWBURGH, NY 12550
Preparer
Tracy L Badgley CPA
Phone
8455673600
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: INTEREST INCOME. Amount: 29.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: MISCELLANEOUS EXPENSES. Amount: 346. Description: ADMINISTRATIVE EXPENSES. Amount: 3,000. Total to Form 990-EZ, line 16: 3,346.”

Raw XML Appendix124 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt0159119
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PREFERRED GROUP PLANS
IRS990EZ/BooksInCareOfDetail/PhoneNum05186410321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt019 British American Blvd West 2nd
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0FL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025894
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041257
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt015363
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0750
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt025894
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041257
IRS990EZ/GrossReceiptsAmt0178578
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt025894
IRS990EZ/NetAssetsOrFundBalancesEOYAmt041257
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025894
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt041257
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLLEEN WILLISCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Eileen Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Philomena Glendon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lauri Gertsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SANDY CERDERALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President - Secondary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President - Elementar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03346
IRS990EZ/OtherRevenueTotalAmt029
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ADDITIONAL BENEFITS TO MEMBERS FOR HEALTH AND LEGAL SERVICES.
IRS990EZ/ProgramServiceRevenueAmt0178549
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ADDITIONAL BENEFITS TO MEMBERS FOR HEALTH AND LEGAL SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0163215
IRS990EZ/TotalRevenueAmt0178578
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 29.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: MISCELLANEOUS EXPENSES. Amount: 346. Description: ADMINISTRATIVE EXPENSES. Amount: 3,000. Total to Form 990-EZ, line 16: 3,346.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN WILLISCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08452258441
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL TEACHING ASSISTANTS ASSOC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0061210230
ReturnHeader/Filer/PhoneNum08452258441
ReturnHeader/Filer/USAddress/AddressLine1Txt030 FAIR ST
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010512
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133692922
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GKG CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0254 ROUTE 17K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455673600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tracy L Badgley CPA
ReturnHeader/ReturnTs02017-02-08T12:15:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,257
Liabilities
$0
Net assets
$41,257
Revenue
$178,578
Expenses
$163,215
Net income
$15,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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