Civic Intelligence

American Federation of Teachers

990 • Fiscal year 2016 • EIN 06-1402354

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 25, 2017

PO Box 248Goshen, NY 10924

(845) 291-0260

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.00x

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

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Net Margin

81st percentile

27%

Higher net margin than 81% of similar nonprofits.

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$5,750

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$119,522

No earlier filing loaded for comparison.

Net Assets

$119,522

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$332,839

No earlier filing loaded for comparison.

Expenses

$243,636

No earlier filing loaded for comparison.

Net Income

$89,203

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$119,522
Liabilities$0
Net Assets$119,522

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$332,839
Expenses$243,636
Net Income$89,203
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 25, 2017
Return Version
2015v3.0
Gross Receipts
$332,839
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-$119,312-
Cash and Non-Interest-Bearing Accounts$30,319--
Total Assets$30,319$119,522▲ $89,203
Other Assets Total-$210-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$30,319$119,522▲ $89,203
Total Net Assets Fund Balance$30,319$119,522▲ $89,203
Total Liabilities and Net Assets / Fund Balance$30,319$119,522▲ $89,203
Compensation and Service Providers

Employees

NameTitleBaseTotal
Laura BeckPresident$5,750$5,750
John MelandVice Pres Sp$1,750$1,750
Wendy MurrayTreasurer$1,750$1,750
Suzanne GihrSecretary$1,000$1,000
Linda TorborgMembership O$925$925
Earl HopperVice Preside$500$500
Scott ZintelPolitical Ac$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$332,817
Investment Income
$22
Other Revenue
$0
Change in Net Assets
$89,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$228,461
Salaries, Compensation, and Employee Benefits$13,725
Grants and Similar Amounts Paid$1,450
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$13,725
Conferences and Meetings---$10,190
Fees for Services Other---$9,025
Other Expenses---$4,505
Fees for Services Accounting---$3,921
Travel---$2,337
Foreign Grants---$1,450
Office Expenses---$902
Fees for Services Legal---$700
Advertising---$270
Total Functional Expenses$0$0$0$243,636
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 4

The boces teachers' association bylaws were amended to reflect changes in the name of the executive board to bta council, changes in the various powers and duties of the bta council, including reporting transactions to general membership and approval of all expenditures. The changes added the ability for the bta council to investigate or dismiss any member of the council if duties are not performed in compliance with the constitution and bylaws of the organization. The changes added a membership officer position to the bta council with a description of corresponding duties, allows retired members to attend bta council meetings, and describes how the retiree representative is elected and the retiree representative voting rights.

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 provileges to nominate cadidates 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 form 990 will be made available to the board of trustees for review before being filed.

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 tis 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
Laura Beck
Title
President
Phone
8452910260
Signed
2017-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Beck
Formed
1994
Legal Domicile
Ny
Voting Board Members
7
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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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/ExplanationTxt1THE BOCES TEACHERS' ASSOCIATION BYLAWS WERE AMENDED TO REFLECT CHANGES IN THE NAME OF THE EXECUTIVE BOARD TO BTA COUNCIL, CHANGES IN THE VARIOUS POWERS AND DUTIES OF THE BTA COUNCIL, INCLUDING REPORTING TRANSACTIONS TO GENERAL MEMBERSHIP AND APPROVAL OF ALL EXPENDITURES. THE CHANGES ADDED THE ABILITY FOR THE BTA COUNCIL TO INVESTIGATE OR DISMISS ANY MEMBER OF THE COUNCIL IF DUTIES ARE NOT PERFORMED IN COMPLIANCE WITH THE CONSTITUTION AND BYLAWS OF THE ORGANIZATION. THE CHANGES ADDED A MEMBERSHIP OFFICER POSITION TO THE BTA COUNCIL WITH A DESCRIPTION OF CORRESPONDING DUTIES, ALLOWS RETIRED MEMBERS TO ATTEND BTA COUNCIL MEETINGS, AND DESCRIBES HOW THE RETIREE REPRESENTATIVE IS ELECTED AND THE RETIREE REPRESENTATIVE VOTING RIGHTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE BOCES TEACHERS' ASSOCIATION INCLUDE TEACHERS, ASSISTANT TEACHERS AND RETIREES OF ORANGE ULSTER BOCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVERY MEMBER OF THE ORANGE COUNTY BOCES TEACHERS' ASSOCIATION SHALL HAVE EQUAL RIGHTS AND PROVILEGES TO NOMINATE CADIDATES TO HOLD OFFICE AND TO VOTE IN ELECTIONS OR REFERENDUM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACT RATIFICATION OF THE COLLECTIVE BARGAINING AGREEMENTS WITH THE COOPERATIVE BOARD SHALL BE RESERVED SOLELY FOR THE GENERAL MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR REVIEW BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE STIPEND PAID TO THE TRUSTEES IS VOTED ON BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES TIS 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 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt030319
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119522
IRS990/TotalProgramServiceRevenueAmt0332817
IRS990/TotalReportableCompFromOrgAmt012175
IRS990/TotalRevenueGrp/ExclusionAmt022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0332817
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0332839
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030319
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0119522
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt02337
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt030319
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0119522
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 248
IRS990/USAddress/CityNm0GOSHEN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010924
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08452910260
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORANGE COUNTY BOCES TEACHERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0061402354
ReturnHeader/Filer/PhoneNum08452910260
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 248
ReturnHeader/Filer/USAddress/CityNm0GOSHEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010924
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141604297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBT CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 RACQUET RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455679000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A TURTURRO CPA
ReturnHeader/ReturnTs02017-03-18T16:23:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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