Civic Intelligence

Tuxedo Teachers Association Benefit Trust

EIN 06-1394513 • 501(c)9 • Tuxedo Park, NY

Profile

The fund was established to provide benefits for all employees of the Tuxedo Union Free School District. Please see Line 4a.

George FBaker High SchoolRoute 17Tuxedo Park, NY 10987

inapplicable

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$900

Higher top officer pay than 81% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

44%

Faster asset growth than 97% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

30%

Faster revenue growth than 87% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$140,085

Up $42,609 (+44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$140,085

Up $42,609 (+44%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin80th percentile

Revenue

Up

$163,089

Up $37,415 (+30%) from 2023

Expenses

Up

$120,480

Up $8,829 (+7.9%) from 2023

Net Income

Up

$42,609

Up $28,586 (+204%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$150K$100K$50K$0Assets 2011: $31,280Liabilities 2011: $0Net Assets 2011: $31,2802011Assets 2012: $32,978Liabilities 2012: $0Net Assets 2012: $32,9782012Assets 2013: $35,049Liabilities 2013: $0Net Assets 2013: $35,0492013Assets 2014: $49,357Liabilities 2014: $0Net Assets 2014: $49,3572014Assets 2015: $43,917Liabilities 2015: $0Net Assets 2015: $43,9172015Assets 2016: $41,426Liabilities 2016: $0Net Assets 2016: $41,4262016Assets 2017: $46,155Liabilities 2017: $0Net Assets 2017: $46,1552017Assets 2018: $20,297Liabilities 2018: $0Net Assets 2018: $20,2972018Assets 2019: $15,067Liabilities 2019: $0Net Assets 2019: $15,0672019Assets 2020: $20,053Liabilities 2020: $0Net Assets 2020: $20,0532020Assets 2021: $47,323Liabilities 2021: $0Net Assets 2021: $47,3232021Assets 2022: $83,453Liabilities 2022: $0Net Assets 2022: $83,4532022Assets 2023: $97,476Liabilities 2023: $0Net Assets 2023: $97,4762023Assets 2024: $140,085Liabilities 2024: $0Net Assets 2024: $140,0852024

Highlighted filing

2024

Assets$140,085
Liabilities$0
Net Assets$140,085
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $125,612Expenses 2011: $141,711Net Income 2011: -$16,0992011Revenue 2012: $136,220Expenses 2012: $134,522Net Income 2012: $1,6982012Revenue 2013: $134,538Expenses 2013: $132,467Net Income 2013: $2,0712013Revenue 2014: $116,436Expenses 2014: $102,128Net Income 2014: $14,3082014Revenue 2015: $107,831Expenses 2015: $113,271Net Income 2015: -$5,4402015Revenue 2016: $86,218Expenses 2016: $88,709Net Income 2016: -$2,4912016Revenue 2017: $101,705Expenses 2017: $96,976Net Income 2017: $4,7292017Revenue 2018: $66,335Expenses 2018: $92,193Net Income 2018: -$25,8582018Revenue 2019: $99,769Expenses 2019: $104,999Net Income 2019: -$5,2302019Revenue 2020: $97,975Expenses 2020: $92,989Net Income 2020: $4,9862020Revenue 2021: $126,908Expenses 2021: $99,638Net Income 2021: $27,2702021Revenue 2022: $141,340Expenses 2022: $105,210Net Income 2022: $36,1302022Revenue 2023: $125,674Expenses 2023: $111,651Net Income 2023: $14,0232023Revenue 2024: $163,089Expenses 2024: $120,480Net Income 2024: $42,6092024

Highlighted filing

2024

Revenue$163,089
Expenses$120,480
Net Income$42,609
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$140,085
Liabilities
$0
Net assets
$140,085
Revenue
$163,089
Expenses
$120,480
Net income
$42,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.63$1.20$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.26$1.12$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.41$1.05$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$1.27$1.00$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.98$0.93$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.00$1.05$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.66$0.92$0.26
2017Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$1.02$0.97$0.05
2016Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.86$0.89$0.02
2015Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$1.08$1.13$0.05
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$1.16$1.02$0.14
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$1.35$1.32$0.02
2012Summary only. Only limited summary data is available for this year.$0.33$0.00$0.33$1.36$1.35$0.02
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.26$1.42$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$163,089
Mission and Program Overview

Mission

To provide benefits to all employees of the Tuxedo UFSD

To provide benefits for all employees of Tuxedo SD

Program Services

DescriptionGrantsExpenses
The fund was established to provide benefits to all employees of the Tuxedo Union Free School District. The Board of Education contributes a specific amount per employee per annum. Current bedfits consist of a dental and eye plan.-$120,480
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH MCGOWANTrustee-$900-$900
STEPHANIE BUSSARDTrustee-$450-$450
CLAYTON CHANTrustee-$0--
Governance and Compliance

Governance Explanations

Part VI, Line 11B

“discuss. After the review the preparer is notified of”

Filing and Contact Details

Filer

Filer Name
Elizabeth McGowanTuxedo Teachers Assoc Benefit Tr
EIN
06-1394513
In Care Of
% Elizabeth McGowan
Phone
8453514786
Address
George FBaker High SchoolRoute 17, Tuxedo Park, NY 10987

Signing Officer

Name
Elizabeth Mcgowan
Title
Trustee
Phone
8453514786
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Neal Borrelli
Address
94 GRAND AVE, MIDDLETOWN, NY 10940
Preparer
Neal Borrelli
Phone
8458008965
Supplemental Narrative

Additional Explanations

Part I Line 16

“Insurance $1050.00”

notified

“The Trustees receive a draft copy of Form 990 to review and”

Paet VI, Line 11B

“any changes.”

PartVI, Line 19

“No documents are available to the general public.”

Raw XML Appendix112 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0117605
IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH MCGOWAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08453514786
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0Route 17
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tuxedo Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010987
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt097476
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt042609
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0475
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt097476
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140085
IRS990EZ/GrossReceiptsAmt0163089
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt097476
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt097476
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1450
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH MCGOWAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE BUSSARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CLAYTON CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01050
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide benefits for all employees of Tuxedo SD
IRS990EZ/ProgramServiceRevenueAmt0163089
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The fund was established to provide benefits to all employees of the Tuxedo Union Free School District. The Board of Education contributes a specific amount per employee per annum. Current bedfits consist of a dental and eye plan.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0120480
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01350
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120480
IRS990EZ/TotalProgramServiceExpensesAmt0120480
IRS990EZ/TotalRevenueAmt0163089
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0Inapplicable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1050.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees receive a draft copy of Form 990 to review and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2discuss. After the review the preparer is notified of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3any changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents are available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1notified
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Paet VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PartVI, Line 19
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH MCGOWAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08453514786
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Elizabeth McGowanTuxedo Teachers Assoc Benefit Tr
ReturnHeader/Filer/BusinessNameControlTxt0TUXE
ReturnHeader/Filer/EIN0061394513
ReturnHeader/Filer/InCareOfNm0% Elizabeth McGowan
ReturnHeader/Filer/PhoneNum08453514786
ReturnHeader/Filer/USAddress/AddressLine1Txt0George FBaker High SchoolRoute 17
ReturnHeader/Filer/USAddress/CityNm0Tuxedo Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010987
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274444687
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Neal Borrelli
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt094 GRAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010940
ReturnHeader/PreparerPersonGrp/PhoneNum08458008965
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NEAL BORRELLI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T12:58:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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