Civic Intelligence

Orange County Boces Teachers'

EIN 06-1402354 • 501(c)5 • Goshen, NY

Profile

To promote the best interest of the children and education of those attending boces, to advance the standards of the teaching profession, to promote the welfare of its members, to expose all forms of racism and discrimination, and to promote the unity and strength of the teaching profession.

PO Box 248Goshen, NY 10924
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2023

Net Margin

29th percentile

-6.7%

Higher net margin than 29% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

2.6%

Faster revenue growth than 51% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$52,115

Down $19,106 (-27%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$52,115

Down $19,106 (-27%) from 2022

Revenue

Up

$286,094

Up $7,349 (+2.6%) from 2022

Expenses

Up

$305,200

Up $14,695 (+5.1%) from 2022

Net Income

Down

-$19,106

Down $7,346 (-62%) from 2022

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2016: $119,522Liabilities 2016: $0Net Assets 2016: $119,5222016Assets 2017: $59,263Liabilities 2017: $0Net Assets 2017: $59,2632017Assets 2018: $97,959Liabilities 2018: $0Net Assets 2018: $97,9592018Assets 2019: $109,833Liabilities 2019: $0Net Assets 2019: $109,8332019Assets 2020: $102,243Liabilities 2020: $0Net Assets 2020: $102,2432020Assets 2021: $82,981Liabilities 2021: $0Net Assets 2021: $82,9812021Assets 2022: $71,221Liabilities 2022: $0Net Assets 2022: $71,2212022Assets 2023: $52,115Liabilities 2023: $0Net Assets 2023: $52,1152023

Highlighted filing

2023

Assets$52,115
Liabilities$0
Net Assets$52,115

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $332,839Expenses 2016: $243,636Net Income 2016: $89,2032016Revenue 2017: $252,076Expenses 2017: $312,335Net Income 2017: -$60,2592017Revenue 2018: $347,502Expenses 2018: $308,806Net Income 2018: $38,6962018Revenue 2019: $327,038Expenses 2019: $315,164Net Income 2019: $11,8742019Revenue 2020: $304,344Expenses 2020: $311,934Net Income 2020: -$7,5902020Revenue 2021: $288,643Expenses 2021: $307,905Net Income 2021: -$19,2622021Revenue 2022: $278,745Expenses 2022: $290,505Net Income 2022: -$11,7602022Revenue 2023: $286,094Expenses 2023: $305,200Net Income 2023: -$19,1062023

Highlighted filing

2023

Revenue$286,094
Expenses$305,200
Net Income-$19,106

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$286,094
Mission and Program Overview

Mission

To promote the best interest of the children and education of those attending boces, to advance the standards of the teaching profession, to promote the welfare of its members, to expose all forms of racism and discrimination, and to promote the unity and strength of the teaching profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$71,221$51,115▼ $20,106
Total Assets$71,221$52,115▼ $19,106
Other Assets Total-$1,000-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$71,221$52,115▼ $19,106
Total Net Assets Fund Balance$71,221$52,115▼ $19,106
Total Liabilities and Net Assets / Fund Balance$71,221$52,115▼ $19,106
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Laura BeckPresident$5,000$1,000$6,000
Michael WeisgarberTreasurer$1,000$1,000$2,000
Suzanne GihrSecretary$1,200-$1,200
Earl HopperResigned 5.3$1,000-$1,000
Erinn SansaloneVP - Special$1,000-$1,000
Cynthia BowmanPolitical Ac$500-$500

Board Members and Trustees

NameTitle
Corey MooreVP - Ctec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$286,067
Investment Income
$27
Other Revenue
$0
Change in Net Assets
$-19,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,450
Salaries, Compensation, and Employee Benefits$9,350
Grants and Similar Amounts Paid$1,400
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$263,545
Conferences and Meetings---$15,480
Current Officers, Directors, Trustees, and Key Employees---$9,350
Fees for Services Other---$6,800
Fees for Services Accounting---$4,495
Other Expenses---$3,746
Grants to Domestic Individuals---$1,150
Grants to Domestic Orgs---$250
Office Expenses---$234
Advertising---$150
Total Functional Expenses$0$0$0$305,200
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the boces teachers' association include teachers, assistant teachers and retirees of orange ulster boces.

Form 990, Page 6, Part VI, Line 7A

Every member of the orange county boces teachers' association shall have equal rights and privileges to nominate candidates to hold office and to vote in elections or referendum.

Form 990, Page 6, Part VI, Line 7B

Contract ratification of the collective bargaining agreements with the cooperative board shall be reserved solely for the general membership.

Form 990, Page 6, Part VI, Line 11B

A copy of the form 990 will be made available to the board of trustees for review before being filed.

Form 990, Page 6, Part VI, Line 12C

Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: a. Has received a copy of the conflicts of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure the organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax- exempt status, periodic reviews shall be conducted. The periodic review shall, at a minimum, include the following subjects: a. Whether compensation arrangements and benefits are reasonable, based on competent survey information and the result of arm's length bargaining. B. Whether partnerships, joint ventures and arrangements with management organizations conform to the organization's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.

Form 990, Page 6, Part VI, Line 15A

The stipend paid to the trustees is voted on by the membership.

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
ORANGE COUNTY BOCES TEACHERS'
EIN
06-1402354
Phone
8452910260
Address
PO BOX 248, GOSHEN, NY 10924

Signing Officer

Name
Michael Weisgarber
Title
Treasurer
Phone
8452910260
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Beck
Formed
1994
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Rbt Cpas Llp
Address
11 RACQUET RD, NEWBURGH, NY 12550
Preparer
Michael a Turturro CPA
Phone
8455679000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To promote the best interest of the children and education of those attending boces, to advance the standards of the teaching profession, to promote the welfare of its members, to expose all forms of racism and discrimination, and to promote the unity and strength of the teaching profession.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1RESIGNED 5.3
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE BEST INTEREST OF THE CHILDREN AND EDUCATION OF THOSE ATTENDING BOCES, TO ADVANCE THE STANDARDS OF THE TEACHING PROFESSION, TO PROMOTE THE WELFARE OF ITS MEMBERS, TO EXPOSE ALL FORMS OF RACISM AND DISCRIMINATION, AND TO PROMOTE THE UNITY AND STRENGTH OF THE TEACHING PROFESSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOCES TEACHERS' ASSOCIATION INCLUDE TEACHERS, ASSISTANT TEACHERS AND RETIREES OF ORANGE ULSTER BOCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVERY MEMBER OF THE ORANGE COUNTY BOCES TEACHERS' ASSOCIATION SHALL HAVE EQUAL RIGHTS AND PRIVILEGES TO NOMINATE CANDIDATES TO HOLD OFFICE AND TO VOTE IN ELECTIONS OR REFERENDUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRACT RATIFICATION OF THE COLLECTIVE BARGAINING AGREEMENTS WITH THE COOPERATIVE BOARD SHALL BE RESERVED SOLELY FOR THE GENERAL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX- EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEW SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE STIPEND PAID TO THE TRUSTEES IS VOTED ON BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL WEISGARBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08452910260
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY BOCES TEACHERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0061402354
ReturnHeader/Filer/PhoneNum08452910260
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A TURTURRO CPA
ReturnHeader/ReturnTs02024-05-14T11:03:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEISGARBER
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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