Civic Intelligence

Sayville Employees Trust Fund

EIN 11-2468797 • 501(c)9 • Sayville, NY

Profile

The fund provides dental benefits, vision insurance, life insurance, legal services and health advocacy benefits covering a majority of the employees of the sayville union free school district. The fund also includes a flexible benefit plan, which provides for health care reimbursement and dependent care assistance

99 Greeley AvenueSayville, NY 11782
Siviq Scores

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

Liabilities / Assets

86th percentile

0.19x

Higher debt load relative to assets than 86% of similar nonprofits.

NTEE Y • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.22x

Higher debt load relative to revenue than 84% of similar nonprofits.

NTEE Y • $500k-$1M nonprofits • Source year 2025

Net Margin

43rd percentile

7.0%

Higher net margin than 43% of similar nonprofits.

NTEE Y • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE Y • $500k-$1M nonprofits • Source year 2025

Asset Growth

62nd percentile

7.2%

Faster asset growth than 62% of similar nonprofits.

NTEE Y • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

2.1%

Faster revenue growth than 42% of similar nonprofits.

NTEE Y • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$851,639

Up $57,479 (+7.2%) from 2024

Liabilities

Up

$163,479

Up $5,866 (+3.7%) from 2024

Net Assets

Up

$688,160

Up $51,613 (+8.1%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin43rd percentile

Revenue

Up

$737,649

Up $15,254 (+2.1%) from 2024

Expenses

Up

$686,036

Up $64,739 (+10%) from 2024

Net Income

Down

$51,613

Down $49,485 (-49%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.0M$500K$0Assets 2010: $356,168Liabilities 2010: $47,364Net Assets 2010: $308,8042010Assets 2011: $355,814Liabilities 2011: $31,273Net Assets 2011: $324,5412011Assets 2012: $372,879Liabilities 2012: $33,011Net Assets 2012: $339,8682012Assets 2013: $376,181Liabilities 2013: $26,606Net Assets 2013: $349,5752013Assets 2014: $377,091Liabilities 2014: $33,432Net Assets 2014: $343,6592014Assets 2015: $349,469Liabilities 2015: $37,423Net Assets 2015: $312,0462015Assets 2016: $303,985Liabilities 2016: $33,128Net Assets 2016: $270,8572016Assets 2017: $370,811Liabilities 2017: $107,399Net Assets 2017: $263,4122017Assets 2018: $408,934Liabilities 2018: $106,482Net Assets 2018: $302,4522018Assets 2019: $438,714Liabilities 2019: $114,904Net Assets 2019: $323,8102019Assets 2020: $497,478Liabilities 2020: $113,036Net Assets 2020: $384,4422020Assets 2021: $531,429Liabilities 2021: $99,221Net Assets 2021: $432,2082021Assets 2022: $579,385Liabilities 2022: $127,605Net Assets 2022: $451,7802022Assets 2023: $665,434Liabilities 2023: $129,985Net Assets 2023: $535,4492023Assets 2024: $794,160Liabilities 2024: $157,613Net Assets 2024: $636,5472024Assets 2025: $851,639Liabilities 2025: $163,479Net Assets 2025: $688,1602025

Highlighted filing

2025

Assets$851,639
Liabilities$163,479
Net Assets$688,160
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.0M$500K$0-$500KRevenue 2010: $439,266Expenses 2010: $510,778Net Income 2010: -$71,5122010Expenses 2011: $453,5932011Expenses 2012: $508,1112012Revenue 2013: $528,705Expenses 2013: $518,998Net Income 2013: $9,7072013Revenue 2014: $530,694Expenses 2014: $536,610Net Income 2014: -$5,9162014Revenue 2015: $542,563Expenses 2015: $574,176Net Income 2015: -$31,6132015Revenue 2016: $558,943Expenses 2016: $600,132Net Income 2016: -$41,1892016Revenue 2017: $580,537Expenses 2017: $587,982Net Income 2017: -$7,4452017Revenue 2018: $606,624Expenses 2018: $567,584Net Income 2018: $39,0402018Revenue 2019: $621,241Expenses 2019: $599,883Net Income 2019: $21,3582019Revenue 2020: $630,710Expenses 2020: $570,078Net Income 2020: $60,6322020Revenue 2021: $649,045Expenses 2021: $601,279Net Income 2021: $47,7662021Revenue 2022: $668,260Expenses 2022: $648,688Net Income 2022: $19,5722022Revenue 2023: $697,379Expenses 2023: $613,711Net Income 2023: $83,6682023Revenue 2024: $722,395Expenses 2024: $621,297Net Income 2024: $101,0982024Revenue 2025: $737,649Expenses 2025: $686,036Net Income 2025: $51,6132025

Highlighted filing

2025

Revenue$737,649
Expenses$686,036
Net Income$51,613
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$851,639
Liabilities
$163,479
Net assets
$688,160
Revenue
$737,649
Expenses
$686,036
Net income
$51,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.52$1.63$6.88$7.38$6.86$0.52
2024Detailed filing. Detailed filing data is available for this year.$7.94$1.58$6.37$7.22$6.21$1.01
2023Detailed filing. Detailed filing data is available for this year.$6.65$1.30$5.35$6.97$6.14$0.84
2022Detailed filing. Detailed filing data is available for this year.$5.79$1.28$4.52$6.68$6.49$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.99$4.32$6.49$6.01$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$1.13$3.84$6.31$5.70$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$1.15$3.24$6.21$6.00$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$1.06$3.02$6.07$5.68$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$1.07$2.63$5.81$5.88$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.33$2.71$5.59$6.00$0.41
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.37$3.12$5.43$5.74$0.32
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.33$3.44$5.31$5.37$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.27$3.50$5.29$5.19$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.33$3.40$5.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.31$3.25$4.54
2010Summary only. Only limited summary data is available for this year.$3.56$0.47$3.09$4.39$5.11$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 25, 2026
Return Version
2024v5.0
Gross Receipts
$737,649
Mission and Program Overview

Mission

The fund provides dental benefits, vision insurance, life insurance, legal services and health advocacy benefits covering a majority of the employees of the sayville union free school district. The fund also includes a flexible benefit plan, which provides for health care reimbursement and dependent care assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$794,160$851,639▲ $57,479
Rtn Earn Endowment Incm Other Fnds$636,547$688,160▲ $51,613
Total Assets$794,160$851,639▲ $57,479
Liabilities
Accounts Payable and Accrued Expenses$157,613$163,479▲ $5,866
Total Liabilities$157,613$163,479▲ $5,866
Net Assets / Fund Balance
Total Net Assets Fund Balance$636,547$688,160▲ $51,613
Total Liabilities and Net Assets / Fund Balance$794,160$851,639▲ $57,479
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Diane WatsonTrustee
Michael PaceTrustee
Timothy M SouthertonTrustee
Robert BartelsManaging Tru
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$725,588
Investment Income
$12,061
Other Revenue
$0
Change in Net Assets
$51,613

Audited Revenue Reconciliation

Revenue per Audited Statements
$737,649
Total Revenue per Audited Statements
$737,649
Total Revenue per Form 990
$737,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$616,602--$616,602
Fees for Services Other-$69,434-$69,434
Total Functional Expenses$616,602$69,434$0$686,036

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$686,036
Total Expenses per Audited Statements$686,036
Total Expenses per Form 990$686,036
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
Audit committee
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
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, Part VI

“Question 13 & question 14 ask if the organization has a written”

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

“The 990 and attachments are available for review prior to filing the tax return. The 990 and attachments will also be available upon request at any board meeting thereafter.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request. Annual financial reports are distributed to members of the trust fund.”

Filing and Contact Details

Filer

Filer Name
Sayville Employees Trust Fund
EIN
11-2468797
Phone
6312446530
Address
99 GREELEY AVENUE, SAYVILLE, NY 11782

Signing Officer

Name
Robert Bartels
Title
Managing Trustee
Phone
6312446530
Signed
2026-02-25

Organization Details

Principal Officer
Robert Bartels
Formed
1978
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Cullen & Danowski Llp
Address
1650 ROUTE 112, PORT JEFFERSON STA, NY 11776-3060
Preparer
Jill S Sanders CPA
Phone
6314733400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The fund provides dental benefits, vision insurance, life insurance, legal services and health advocacy benefits covering a majority of the employees of the sayville union free school district. The fund also includes a flexible benefit plan, which provides for health care reimbursement and dependent care assistance”

Form 990, Part IX, Line 11G

“Administrative expenses 0 69,434 0”

Raw XML Appendix252 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/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL PACE
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY M SOUTHERTON
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE WATSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0MANAGING TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
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IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0737649
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt012061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012061
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0636547
IRS990/NetAssetsOrFundBalancesEOYAmt0688160
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1QUESTION 13 & QUESTION 14 ASK IF THE ORGANIZATION HAS A WRITTEN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 AND ATTACHMENTS ARE AVAILABLE FOR REVIEW PRIOR TO FILING THE TAX RETURN. THE 990 AND ATTACHMENTS WILL ALSO BE AVAILABLE UPON REQUEST AT ANY BOARD MEETING THEREAFTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL FINANCIAL REPORTS ARE DISTRIBUTED TO MEMBERS OF THE TRUST FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE EXPENSES 0 69,434 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BARTELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06312446530
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAYVILLE EMPLOYEES TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SAYV
ReturnHeader/Filer/EIN0112468797
ReturnHeader/Filer/PhoneNum06312446530
ReturnHeader/Filer/USAddress/AddressLine1Txt099 GREELEY AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011782
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112459188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CULLEN & DANOWSKI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 ROUTE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT JEFFERSON STA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117763060
ReturnHeader/PreparerPersonGrp/PhoneNum06314733400
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL S SANDERS CPA
ReturnHeader/ReturnTs02026-03-23T13:27:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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