Civic Intelligence

Western Sullivan United Teachers & Srp Benefit Trust

EIN 10-0007034 • 501(c)9 • Lake Huntington, NY

Profile

To provide benefits to its members

6604 State Route 52Lake Huntington, NY 12752

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

NTEE Y • <$500k nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.00x

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

NTEE Y • <$500k nonprofits • Source year 2025

Net Margin

44th percentile

4.2%

Higher net margin than 44% of similar nonprofits.

NTEE Y • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$1,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

NTEE Y • <$500k nonprofits • Source year 2025

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

0.5%

Faster revenue growth than 50% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$473,950

Up $14,613 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$473,950

Up $14,613 (+3.2%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin44th percentile

Revenue

Up

$347,178

Up $1,621 (+0.5%) from 2024

Expenses

Down

$332,565

Down $2,905 (-0.9%) from 2024

Net Income

Up

$14,613

Up $4,526 (+45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2010: $38,885Liabilities 2010: $4,764Net Assets 2010: $34,1212010Assets 2011: $71,288Liabilities 2011: $0Net Assets 2011: $71,2882011Assets 2012: $147,625Liabilities 2012: $0Net Assets 2012: $147,6252012Assets 2013: $182,023Liabilities 2013: $0Net Assets 2013: $182,0232013Assets 2014: $201,518Liabilities 2014: $0Net Assets 2014: $201,5182014Assets 2015: $245,762Liabilities 2015: $0Net Assets 2015: $245,7622015Assets 2016: $270,290Liabilities 2016: $0Net Assets 2016: $270,2902016Assets 2017: $300,227Liabilities 2017: $0Net Assets 2017: $300,2272017Assets 2018: $324,763Liabilities 2018: $0Net Assets 2018: $324,7632018Assets 2019: $369,683Liabilities 2019: $0Net Assets 2019: $369,6832019Assets 2020: $404,058Liabilities 2020: $0Net Assets 2020: $404,0582020Assets 2021: $405,677Liabilities 2021: $0Net Assets 2021: $405,6772021Assets 2022: $416,379Liabilities 2022: $0Net Assets 2022: $416,3792022Assets 2023: $449,250Liabilities 2023: $0Net Assets 2023: $449,2502023Assets 2024: $459,337Liabilities 2024: $0Net Assets 2024: $459,3372024Assets 2025: $473,950Liabilities 2025: $0Net Assets 2025: $473,9502025

Highlighted filing

2025

Assets$473,950
Liabilities$0
Net Assets$473,950
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$300K$200K$100K$0Revenue 2010: $363,401Expenses 2010: $332,191Net Income 2010: $31,2102010Expenses 2011: $326,1192011Expenses 2012: $290,1122012Revenue 2013: $340,344Expenses 2013: $305,946Net Income 2013: $34,3982013Revenue 2014: $337,820Expenses 2014: $318,325Net Income 2014: $19,4952014Revenue 2015: $342,355Expenses 2015: $298,111Net Income 2015: $44,2442015Revenue 2016: $347,795Expenses 2016: $323,267Net Income 2016: $24,5282016Revenue 2017: $347,169Expenses 2017: $317,232Net Income 2017: $29,9372017Revenue 2018: $349,920Expenses 2018: $325,384Net Income 2018: $24,5362018Revenue 2019: $356,244Expenses 2019: $311,324Net Income 2019: $44,9202019Revenue 2020: $345,550Expenses 2020: $311,175Net Income 2020: $34,3752020Revenue 2021: $310,119Expenses 2021: $308,500Net Income 2021: $1,6192021Revenue 2022: $325,607Expenses 2022: $314,905Net Income 2022: $10,7022022Revenue 2023: $343,820Expenses 2023: $310,949Net Income 2023: $32,8712023Revenue 2024: $345,557Expenses 2024: $335,470Net Income 2024: $10,0872024Revenue 2025: $347,178Expenses 2025: $332,565Net Income 2025: $14,6132025

Highlighted filing

2025

Revenue$347,178
Expenses$332,565
Net Income$14,613
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$473,950
Liabilities
$0
Net assets
$473,950
Revenue
$347,178
Expenses
$332,565
Net income
$14,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$3.47$3.33$0.15
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$3.46$3.35$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$3.44$3.11$0.33
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$3.26$3.15$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$3.10$3.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$3.46$3.11$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$3.56$3.11$0.45
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$3.50$3.25$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$3.47$3.17$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$3.48$3.23$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$3.42$2.98$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$3.38$3.18$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.82$0.00$1.82$3.40$3.06$0.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$2.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$3.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.05$0.34$3.63$3.32$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 2, 2025
Return Version
2024v5.0
Gross Receipts
$347,178
Mission and Program Overview

Mission

Provide benefits to its members

To provide benefits to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$456,191$473,588▲ $17,397
Cash and Non-Interest-Bearing Accounts$3,000$362▼ $2,638
Land, Buildings, and Equipment, Net$146--
Total Assets$459,337$473,950▲ $14,613
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$459,337$473,950▲ $14,613
Total Net Assets Fund Balance$459,337$473,950▲ $14,613
Total Liabilities and Net Assets / Fund Balance$459,337$473,950▲ $14,613

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,460$1,460
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleBaseTotal
Jason ClarkTreasurer$1,000$1,000
Kayla PetersPrivacy Offi$500$500

Board Members and Trustees

NameTitle
Padraic MccarthyTrust Chair
Hilda MonfredoMember
Katelyn KellyMember
Maureen Casey-brantMember
Tracey GorrMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$342,844
Investment Income
$151
Other Revenue
$4,183
Change in Net Assets
$14,613
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,581
Salaries, Compensation, and Employee Benefits$1,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$326,484
Office Expenses---$2,660
Current Officers, Directors, Trustees, and Key Employees---$1,500
Insurance---$1,050
Fees for Services Accounting---$725
Depreciation Depletion---$146
Total Functional Expenses$0$0$0$332,565
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
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
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Upon request, copies of tax returns and other public documents are prepared and given to the requestor.”

Filing and Contact Details

Filer

Filer Name
Western Sullivan United Teachers &
EIN
10-0007034
Phone
8459328401
Address
6604 STATE ROUTE 52, LAKE HUNTINGTON, NY 12752

Signing Officer

Name
Padraic Mccarthy
Title
Trust Chair
Phone
8459328401
Signed
2025-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Padraic Mccarthy
Formed
2001
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Cooper Arias Llp
Address
PO BOX 190, MONGAUP VALLEY, NY 12762-0190
Preparer
Susan M Peters CPA
Phone
8457961800
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Supplimental flex provided for 79 members through preferred group expense 64,930 vision insurance was provided to 199 members through a contact with nysut member benefits expense 26,725”

Raw XML Appendix280 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
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IRS990/BenefitsToMembersGrp/TotalAmt0326484
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IRS990/BooksInCareOfDetail/PhoneNum08459328401
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06604 STATE ROUTE 52
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE HUNTINGTON
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt04183
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IRS990/CYTotalExpensesAmt0332565
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0347178
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0146
IRS990/Desc0DENTAL INSURANCE WAS PROVIDED TO 188 MEMBERS THROUGH A CONTRACT WITH DELTA DENTAL
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0185666
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IRS990/FeesForServicesAccountingGrp/TotalAmt0725
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm1PADRAIC MCCARTHY
IRS990/Form990PartVIISectionAGrp/PersonNm2KAYLA PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm3KATELYN KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm4HILDA MONFREDO
IRS990/Form990PartVIISectionAGrp/PersonNm5TRACEY GORR
IRS990/Form990PartVIISectionAGrp/PersonNm6MAUREEN CASEY-BRANT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRIVACY OFFI
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0347178
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01050
IRS990/InvestmentIncomeGrp/ExclusionAmt0151
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0151
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01460
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IRS990/LandBldgEquipCostOrOtherBssAmt01460
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE BENEFITS TO ITS MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0473950
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt02660
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04183
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04183
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PADRAIC MCCARTHY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DISTRICT PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc1SUPPLIMENTAL FLEX
IRS990/ProgramServiceRevenueGrp/Desc2PAYROLL CONTRIBUTIONS
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt091801
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST, COPIES OF TAX RETURNS AND OTHER PUBLIC DOCUMENTS ARE PREPARED AND GIVEN TO THE REQUESTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PADRAIC MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08459328401
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN SULLIVAN UNITED TEACHERS &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SRP BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0100007034
ReturnHeader/Filer/PhoneNum08459328401
ReturnHeader/Filer/USAddress/AddressLine1Txt06604 STATE ROUTE 52
ReturnHeader/Filer/USAddress/CityNm0LAKE HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012752
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141761666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOPER ARIAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONGAUP VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0127620190
ReturnHeader/PreparerPersonGrp/PhoneNum08457961800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN M PETERS CPA
ReturnHeader/ReturnTs02025-11-17T14:28:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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