Civic Intelligence

Putnam Valley Teachers Welfare Trust Fun

EIN 06-1288615 • 501(c)9 • Putnam Valley, NY

Profile

To provide dental, vision and legal benefits to members and thier dependents

146 Peekskill Hollow RdPutnam Valley, NY 10579

n/A

Siviq Scores

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

Liabilities / Assets

74th percentile

0.06x

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$4,000

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

2.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$935,570

Up $89,643 (+11%) from 2023

Liabilities

Up

$60,188

Up $908 (+1.5%) from 2023

Net Assets

Up

$875,382

Up $88,735 (+11%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin68th percentile

Revenue

Up

$637,196

Up $12,464 (+2.0%) from 2023

Expenses

Down

$548,461

Down $18,246 (-3.2%) from 2023

Net Income

Up

$88,735

Up $30,710 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2010: $379,601Liabilities 2010: $32,108Net Assets 2010: $347,4932010Assets 2011: $319,291Liabilities 2011: $29,149Net Assets 2011: $290,1422011Assets 2012: $221,567Liabilities 2012: $21,336Net Assets 2012: $200,2312012Assets 2013: $196,721Liabilities 2013: $30,943Net Assets 2013: $165,7782013Assets 2014: $272,469Liabilities 2014: $34,774Net Assets 2014: $237,6952014Assets 2015: $293,710Liabilities 2015: $32,642Net Assets 2015: $261,0682015Assets 2016: $318,350Liabilities 2016: $49,074Net Assets 2016: $269,2762016Assets 2017: $320,464Liabilities 2017: $31,342Net Assets 2017: $289,1222017Assets 2018: $397,604Liabilities 2018: $45,067Net Assets 2018: $352,5372018Assets 2019: $471,086Liabilities 2019: $40,908Net Assets 2019: $430,1782019Assets 2020: $682,951Liabilities 2020: $90,720Net Assets 2020: $592,2312020Assets 2021: $757,815Liabilities 2021: $76,338Net Assets 2021: $681,4772021Assets 2022: $801,708Liabilities 2022: $73,086Net Assets 2022: $728,6222022Assets 2023: $845,927Liabilities 2023: $59,280Net Assets 2023: $786,6472023Assets 2024: $935,570Liabilities 2024: $60,188Net Assets 2024: $875,3822024

Highlighted filing

2024

Assets$935,570
Liabilities$60,188
Net Assets$875,382
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $454,634Expenses 2010: $461,799Net Income 2010: -$7,1652010Expenses 2011: $526,0932011Expenses 2012: $563,0082012Revenue 2013: $481,785Expenses 2013: $516,238Net Income 2013: -$34,4532013Revenue 2014: $493,145Expenses 2014: $421,228Net Income 2014: $71,9172014Revenue 2015: $499,907Expenses 2015: $476,534Net Income 2015: $23,3732015Revenue 2016: $524,153Expenses 2016: $515,945Net Income 2016: $8,2082016Revenue 2017: $539,342Expenses 2017: $519,496Net Income 2017: $19,8462017Revenue 2018: $591,496Expenses 2018: $528,081Net Income 2018: $63,4152018Revenue 2019: $619,221Expenses 2019: $541,580Net Income 2019: $77,6412019Revenue 2020: $617,689Expenses 2020: $455,636Net Income 2020: $162,0532020Revenue 2021: $617,830Expenses 2021: $528,584Net Income 2021: $89,2462021Revenue 2022: $623,087Expenses 2022: $575,942Net Income 2022: $47,1452022Revenue 2023: $624,732Expenses 2023: $566,707Net Income 2023: $58,0252023Revenue 2024: $637,196Expenses 2024: $548,461Net Income 2024: $88,7352024

Highlighted filing

2024

Revenue$637,196
Expenses$548,461
Net Income$88,735
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$935,570
Liabilities
$60,188
Net assets
$875,382
Revenue
$637,196
Expenses
$548,461
Net income
$88,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.36$0.60$8.75$6.37$5.48$0.89
2023Detailed filing. Detailed filing data is available for this year.$8.46$0.59$7.87$6.25$5.67$0.58
2022Detailed filing. Detailed filing data is available for this year.$8.02$0.73$7.29$6.23$5.76$0.47
2021Detailed filing. Detailed filing data is available for this year.$7.58$0.76$6.81$6.18$5.29$0.89
2020Detailed filing. Detailed filing data is available for this year.$6.83$0.91$5.92$6.18$4.56$1.62
2019Detailed filing. Detailed filing data is available for this year.$4.71$0.41$4.30$6.19$5.42$0.78
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.45$3.53$5.91$5.28$0.63
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.31$2.89$5.39$5.19$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.49$2.69$5.24$5.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.33$2.61$5.00$4.77$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.72$0.35$2.38$4.93$4.21$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.31$1.66$4.82$5.16$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.21$2.00$5.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.29$2.90$5.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.32$3.47$4.55$4.62$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$637,196
Mission and Program Overview

Mission

To provide dental and vision benefits to members and thier dependents.

To provide dental and vision benefits to members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$786,647$875,382▲ $88,735
Savings and Temporary Cash Investments$808,199$863,113▲ $54,914
Cash and Non-Interest-Bearing Accounts$37,728$72,457▲ $34,729
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$845,927$935,570▲ $89,643
Liabilities
Other Liabilities$51,285$51,688▲ $403
Accounts Payable and Accrued Expenses$7,995$8,500▲ $505
Total Liabilities$59,280$60,188▲ $908
Net Assets / Fund Balance
Total Net Assets Fund Balance$786,647$875,382▲ $88,735
Total Liabilities and Net Assets / Fund Balance$845,927$935,570▲ $89,643
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleBaseTotal
Joseph MahoneyChairperson$4,000$4,000
Laura SherwoodData Administrator$4,000$4,000
Vincent DegregorioSecretary$4,000$4,000
Karen WeiseTrustee$3,125$3,125
Kerri JohnTrustee$1,250$1,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$636,533
Investment Income
$663
Other Revenue
$0
Change in Net Assets
$88,735

Audited Revenue Reconciliation

Revenue per Audited Statements
$637,196
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$637,196
Total Revenue per Form 990
$637,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,886
Salaries, Compensation, and Employee Benefits$16,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$484,200--$484,200
Current Officers, Directors, Trustees, and Key Employees-$16,375-$16,375
Fees for Services Accounting-$7,280-$7,280
Office Expenses-$1,372-$1,372
Insurance-$1,050-$1,050
Other Expenses$38,124$60-$60
Total Functional Expenses$522,324$26,137$0$548,461

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$548,461
Total Expenses per Audited Statements$548,461
Total Expenses per Form 990$548,461
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
Estimated Claims Incurred But Not Reported$30,361
Claims Payable$21,327
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Benefit payments are managed by the preferred group.”

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

“The form 990 is prepared by an accountant with the use of the putnam valley federation of teachers welfare trust fund financial records. Once the form 990 is complete, the return is given to the putnam valley federation of teachers welfare trust fund 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 C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Putnam Valley Federation of Teachers
EIN
06-1288615
Phone
2039493230
Address
146 PEEKSKILL HOLLOW RD, PUTNAM VALLEY, NY 10579

Signing Officer

Name
Joseph Mahoney
Title
Chairperson
Phone
2039493230
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Mahoney
Formed
1991
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Nugent & Haeussler Pc
Address
101 BRACKEN ROAD, MONTGOMERY, NY 12549
Preparer
Mark M Levy CPA
Phone
8454571100
Raw XML Appendix307 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BENEFIT PAYMENTS ARE MANAGED BY THE PREFERRED GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN ACCOUNTANT WITH THE USE OF THE PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND FINANCIAL RECORDS. ONCE THE FORM 990 IS COMPLETE, THE RETURN IS GIVEN TO THE PUTNAM VALLEY FEDERATION OF TEACHERS WELFARE TRUST FUND 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/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0845927
IRS990/TotalAssetsEOYAmt0935570
IRS990/TotalAssetsGrp/BOYAmt0845927
IRS990/TotalAssetsGrp/EOYAmt0935570
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026137
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0522324
IRS990/TotalFunctionalExpensesGrp/TotalAmt0548461
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt059280
IRS990/TotalLiabilitiesEOYAmt060188
IRS990/TotalLiabilitiesGrp/BOYAmt059280
IRS990/TotalLiabilitiesGrp/EOYAmt060188
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0786647
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0875382
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0522324
IRS990/TotalProgramServiceRevenueAmt0636533
IRS990/TotalReportableCompFromOrgAmt016375
IRS990/TotalRevenueGrp/ExclusionAmt0663
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0636533
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0637196
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0845927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0935570
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0146 PEEKSKILL HOLLOW ROAD
IRS990/USAddress/CityNm0PUTNAM VALLEY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010579
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0PVFTRUSTFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MAHONEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02039493230
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUTNAM VALLEY FEDERATION OF TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PUTN
ReturnHeader/Filer/EIN0061288615
ReturnHeader/Filer/PhoneNum02039493230
ReturnHeader/Filer/USAddress/AddressLine1Txt0146 PEEKSKILL HOLLOW RD
ReturnHeader/Filer/USAddress/CityNm0PUTNAM VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010579
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK M LEVY CPA
ReturnHeader/ReturnTs02025-05-15T13:57:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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