Civic Intelligence

Croton Teachers Assoc Benefit

EIN 06-6260375 • 501(c)9 • Putnam Valley, NY

Profile

To provide additional health and welfare benefits to participants.

20 Stephen Smith DrivePutnam Valley, NY 10579

www.ctabtf.org

Siviq Scores

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

Liabilities / Assets

89th percentile

0.44x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

0.56x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

43rd percentile

-0.5%

Higher net margin than 43% of similar nonprofits.

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

Top Officer Pay

68th percentile

$2,974

Higher top officer pay than 68% of similar nonprofits.

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

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

Asset Growth

65th percentile

6.0%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

61st percentile

5.1%

Faster revenue growth than 61% of similar nonprofits.

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

Assets

Up

$642,127

Up $36,371 (+6.0%) from 2023

Liabilities

Up

$284,645

Up $38,728 (+16%) from 2023

Net Assets

Down

$357,482

Down $2,357 (-0.7%) from 2023

Revenue

Up

$508,115

Up $24,657 (+5.1%) from 2023

Expenses

Up

$510,472

Up $79,819 (+19%) from 2023

Net Income

Down

-$2,357

Down $55,162 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $314,821Liabilities 2011: $85,251Net Assets 2011: $229,5702011Assets 2012: $325,389Liabilities 2012: $75,675Net Assets 2012: $249,7142012Assets 2013: $337,164Liabilities 2013: $121,404Net Assets 2013: $215,7602013Assets 2014: $303,446Liabilities 2014: $106,698Net Assets 2014: $196,7482014Assets 2015: $299,901Liabilities 2015: $132,520Net Assets 2015: $167,3812015Assets 2016: $256,584Liabilities 2016: $146,751Net Assets 2016: $109,8332016Assets 2017: $208,878Liabilities 2017: $147,660Net Assets 2017: $61,2182017Assets 2018: $200,473Liabilities 2018: $153,186Net Assets 2018: $47,2872018Assets 2019: $152,998Liabilities 2019: $105,506Net Assets 2019: $47,4922019Assets 2020: $323,307Liabilities 2020: $167,683Net Assets 2020: $155,6242020Assets 2021: $393,811Liabilities 2021: $149,147Net Assets 2021: $244,6642021Assets 2022: $608,657Liabilities 2022: $301,623Net Assets 2022: $307,0342022Assets 2023: $605,756Liabilities 2023: $245,917Net Assets 2023: $359,8392023Assets 2024: $642,127Liabilities 2024: $284,645Net Assets 2024: $357,4822024

Highlighted filing

2024

Assets$642,127
Liabilities$284,645
Net Assets$357,482

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $295,6872011Expenses 2012: $299,6112012Revenue 2013: $314,226Expenses 2013: $323,820Net Income 2013: -$9,5942013Revenue 2014: $337,044Expenses 2014: $356,056Net Income 2014: -$19,0122014Revenue 2015: $336,597Expenses 2015: $365,995Net Income 2015: -$29,3982015Revenue 2016: $327,797Expenses 2016: $385,345Net Income 2016: -$57,5482016Revenue 2017: $355,648Expenses 2017: $404,263Net Income 2017: -$48,6152017Revenue 2018: $371,716Expenses 2018: $385,647Net Income 2018: -$13,9312018Revenue 2019: $391,212Expenses 2019: $391,007Net Income 2019: $2052019Revenue 2020: $413,447Expenses 2020: $305,315Net Income 2020: $108,1322020Revenue 2021: $451,060Expenses 2021: $348,210Net Income 2021: $102,8502021Revenue 2022: $463,174Expenses 2022: $400,804Net Income 2022: $62,3702022Revenue 2023: $483,458Expenses 2023: $430,653Net Income 2023: $52,8052023Revenue 2024: $508,115Expenses 2024: $510,472Net Income 2024: -$2,3572024

Highlighted filing

2024

Revenue$508,115
Expenses$510,472
Net Income-$2,357

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.42$2.85$3.57$5.08$5.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.06$2.46$3.60$4.83$4.31$0.53
2022Detailed filing. Detailed filing data is available for this year.$6.09$3.02$3.07$4.63$4.01$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$1.49$2.45$4.51$3.48$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$1.68$1.56$4.13$3.05$1.08
2019Detailed filing. Detailed filing data is available for this year.$1.53$1.06$0.47$3.91$3.91$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$1.53$0.47$3.72$3.86$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$1.48$0.61$3.56$4.04$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.57$1.47$1.10$3.28$3.85$0.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$1.33$1.67$3.37$3.66$0.29
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.03$1.07$1.97$3.37$3.56$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$1.21$2.16$3.14$3.24$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.76$2.50$3.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.85$2.30$2.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$508,115
Mission and Program Overview

Mission

To provide additional health and welfare benefits to participants.

To provide benefits & insurance to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$604,409-
Cash and Non-Interest-Bearing Accounts$605,033$36,937▼ $568,096
Accounts Receivable$251--
Total Assets$605,756$642,127▲ $36,371
Other Assets Total$472$781▲ $309
Liabilities
Deferred Revenue$206,104$215,995▲ $9,891
Other Liabilities$26,513$52,775▲ $26,262
Accounts Payable and Accrued Expenses$13,300$15,875▲ $2,575
Total Liabilities$245,917$284,645▲ $38,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$359,839$357,482▼ $2,357
Total Net Assets Fund Balance$359,839$357,482▼ $2,357
Total Liabilities and Net Assets / Fund Balance$605,756$642,127▲ $36,371
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lewis StrumpfChairmanPT$2,974$2,974
Lisa Sable DwyerTreasurerPT$1,193$1,193
Jocelyn FontanaCorresponding SecretaryPT$598$598
Raymond FerraraArchivistPT$598$598
Renoir McmanusRecording SecretaryPT$598$598
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$485,667
Investment Income
$18,032
Other Revenue
$4,416
Change in Net Assets
$-2,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,579
Salaries, Compensation, and Employee Benefits$5,961
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$457,932
Fees for Services Other---$24,854
Fees for Services Accounting---$15,750
Current Officers, Directors, Trustees, and Key Employees---$5,961
Fees for Services Legal---$4,875
Other Expenses---$1,100
Total Functional Expenses$0$0$0$510,472
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
Benefits Claims Payable$52,775
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Trustees are composed of 5 persons that are designated pursuant to procedures set forth in the croton teachers' association by-laws. Successor trustees are appointed by the procedures set forth in the croton teachers' association by-laws.

Form 990, Part VI, Section A, Line 7B

Trustees are appointed by the croton teachers' association. Trustees may also be removed from office pursuant to the bylaws of the association. The trust agreement may be amended from time to time by a majority vote of the trustees with the consent of the executive board of the croton teachers' association. The declaration of trust may be terminated by an instrument in writing executed by the trustees and done at the direction of the croton teachers' association.

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

When the form 990 has been prepared, reviewed by management, and is ready to be filed with the internal revenue service, a copy of the form 990 is provided to all board members for review and comment prior to submission. All questions and comments are addressed until the return is finalized and approved for filing.

Form 990, Part VI, Section C, Line 19

The organization makes its form 990 available for public inspection as required under section 6104 of the internal revenue code. The return is posted on guidestar.org and similar websites. In addition, the financial statements, form 990 and bylaws are also available upon written request at the organization's address.

Filing and Contact Details

Filer

Filer Name
Croton Teachers Assoc Benefit
EIN
06-6260375
Phone
8455263240
Address
20 STEPHEN SMITH DRIVE, PUTNAM VALLEY, NY 10579

Signing Officer

Name
Suzanne Lewis
Title
Chairperson
Phone
8455263240
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Lewis
Formed
1984
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
32 FOSTERTOWN ROAD, NEWBURGH, NY 12550
Preparer
Elisha Brestovansky
Phone
8455655400
Supplemental Narrative

Additional Explanations

Form 900, Part V, Line 1A

The organization's third party administrator, 90 degree benefits, id # 06-0892635, files forms 1096 and 1099 on behalf of the organization. Therefore, croton teachers association welfare trust fund did not individually file forms 1096 and 1099. 90 degree benefits filed form 1099 for approximately 94 providers (and two officers) on the organization's behalf.

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior year

Raw XML Appendix321 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013300
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015875
IRS990/AccountsReceivableGrp/BOYAmt0251
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE BENEFITS & INSURANCE TO MEMBERS
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0457932
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt090 DEGREE BENEFITS
IRS990/BooksInCareOfDetail/PhoneNum02036470633
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0291 S LAMBERT ROAD SUITE 4
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006477
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0605033
IRS990/CashNonInterestBearingGrp/EOYAmt036937
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05961
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0457932
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018032
IRS990/CYOtherExpensesAmt046579
IRS990/CYOtherRevenueAmt04416
IRS990/CYProgramServiceRevenueAmt0485667
IRS990/CYRevenuesLessExpensesAmt0-2357
IRS990/CYSalariesCompEmpBnftPaidAmt05961
IRS990/CYTotalExpensesAmt0510472
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0508115
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0206104
IRS990/DeferredRevenueGrp/EOYAmt0215995
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE VISION AND DENTAL BENEFITS, CATASTROPHIC MEDICAL, LIFE AND LONG-TERM CARE INSURANCE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0510472
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt015750
IRS990/FeesForServicesLegalGrp/TotalAmt04875
IRS990/FeesForServicesOtherGrp/TotalAmt024854
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt410.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0LEWIS STRUMPF
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA SABLE DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm2RENOIR MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm3RAYMOND FERRARA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOCELYN FONTANA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02974
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11193
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3ARCHIVIST
IRS990/Form990PartVIISectionAGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0508115
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018032
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018032
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt096
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE ADDITIONAL HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0359839
IRS990/NetAssetsOrFundBalancesEOYAmt0357482
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0359839
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0357482
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0472
IRS990/OtherAssetsTotalGrp/EOYAmt0781
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt01100
IRS990/OtherLiabilitiesGrp/BOYAmt026513
IRS990/OtherLiabilitiesGrp/EOYAmt052775
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04416
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04416
IRS990/OtherRevenueTotalAmt04416
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUZANNE LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL BOARD CONTRIBUT
IRS990/ProgramServiceRevenueGrp/Desc1RETIREES CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0265843
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1171400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt248183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3241
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0265843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1171400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt248183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3241
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0386257
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt038524
IRS990/PYOtherRevenueAmt025
IRS990/PYProgramServiceRevenueAmt0483433
IRS990/PYRevenuesLessExpensesAmt052805
IRS990/PYSalariesCompEmpBnftPaidAmt05872
IRS990/PYTotalExpensesAmt0430653
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0483458
IRS990/ReconcilationRevenueExpnssAmt0-2357
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0604409
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt052775
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFITS CLAIMS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt052775
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, 90 DEGREE BENEFITS, ID # 06-0892635, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, CROTON TEACHERS ASSOCIATION WELFARE TRUST FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. 90 DEGREE BENEFITS FILED FORM 1099 FOR APPROXIMATELY 94 PROVIDERS (AND TWO OFFICERS) ON THE ORGANIZATION'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE COMPOSED OF 5 PERSONS THAT ARE DESIGNATED PURSUANT TO PROCEDURES SET FORTH IN THE CROTON TEACHERS' ASSOCIATION BY-LAWS. SUCCESSOR TRUSTEES ARE APPOINTED BY THE PROCEDURES SET FORTH IN THE CROTON TEACHERS' ASSOCIATION BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE APPOINTED BY THE CROTON TEACHERS' ASSOCIATION. TRUSTEES MAY ALSO BE REMOVED FROM OFFICE PURSUANT TO THE BYLAWS OF THE ASSOCIATION. THE TRUST AGREEMENT MAY BE AMENDED FROM TIME TO TIME BY A MAJORITY VOTE OF THE TRUSTEES WITH THE CONSENT OF THE EXECUTIVE BOARD OF THE CROTON TEACHERS' ASSOCIATION. THE DECLARATION OF TRUST MAY BE TERMINATED BY AN INSTRUMENT IN WRITING EXECUTED BY THE TRUSTEES AND DONE AT THE DIRECTION OF THE CROTON TEACHERS' ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. ALL QUESTIONS AND COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, FORM 990 AND BYLAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 900, PART V, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOARD OF EDUCATION OF THE CROTON-HARMON UNION FREE SCHOOL DISTRICT
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0605756
IRS990/TotalAssetsEOYAmt0642127
IRS990/TotalAssetsGrp/BOYAmt0605756
IRS990/TotalAssetsGrp/EOYAmt0642127
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0510472
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0245917
IRS990/TotalLiabilitiesEOYAmt0284645
IRS990/TotalLiabilitiesGrp/BOYAmt0245917
IRS990/TotalLiabilitiesGrp/EOYAmt0284645
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0359839
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0357482
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0510472
IRS990/TotalProgramServiceRevenueAmt0485667
IRS990/TotalReportableCompFromOrgAmt05961
IRS990/TotalRevenueGrp/ExclusionAmt018032
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0490083
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0508115
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0605756
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0642127
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020 STEPHEN SMITH DRIVE
IRS990/USAddress/CityNm0PUTNAM VALLEY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010579
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CTABTF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08455263240
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CROTON TEACHERS ASSOC BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0CROT
ReturnHeader/Filer/EIN0066260375
ReturnHeader/Filer/PhoneNum08455263240
ReturnHeader/Filer/USAddress/AddressLine1Txt020 STEPHEN SMITH DRIVE
ReturnHeader/Filer/USAddress/CityNm0PUTNAM VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010579
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 FOSTERTOWN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455655400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELISHA BRESTOVANSKY
ReturnHeader/ReturnTs02025-05-14T09:56:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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