Civic Intelligence

Jericho Teachers Association Benefits Trust Fund

990 • Fiscal year 2017 • EIN 11-2548596

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 23, 2018

Organization ProfileN/A

View Organization Page

Cedar Swamp RdJericho, NY 11753

(516) 938-2534

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

58th percentile

5.9%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$9,478

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-8.5%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$825,367

Up $96,110 (+13%) from 2016

Net Assets

Up

$719,612

Up $18,488 (+2.6%) from 2016

Liabilities

Up

$105,755

Up $77,622 (+276%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin58th percentile

Revenue

Down

$315,504

Down $29,247 (-8.5%) from 2016

Expenses

Up

$297,016

Up $38,224 (+15%) from 2016

Net Income

Down

$18,488

Down $67,471 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2010: $333,454Liabilities 2010: $21,406Net Assets 2010: $312,0482010Assets 2011: $395,929Liabilities 2011: $18,533Net Assets 2011: $377,3962011Assets 2012: $484,356Liabilities 2012: $23,511Net Assets 2012: $460,8452012Assets 2013: $523,944Liabilities 2013: $24,811Net Assets 2013: $499,1332013Assets 2014: $575,835Liabilities 2014: $16,143Net Assets 2014: $559,6922014Assets 2015: $642,469Liabilities 2015: $27,304Net Assets 2015: $615,1652015Assets 2016: $729,257Liabilities 2016: $28,133Net Assets 2016: $701,1242016Assets 2017: $825,367Liabilities 2017: $105,755Net Assets 2017: $719,6122017Assets 2018: $830,866Liabilities 2018: $101,793Net Assets 2018: $729,0732018Assets 2019: $869,648Liabilities 2019: $102,019Net Assets 2019: $767,6292019Assets 2020: $905,045Liabilities 2020: $138,953Net Assets 2020: $766,0922020Assets 2021: $886,949Liabilities 2021: $129,351Net Assets 2021: $757,5982021Assets 2022: $812,726Liabilities 2022: $136,765Net Assets 2022: $675,9612022Assets 2023: $784,153Liabilities 2023: $132,393Net Assets 2023: $651,7602023Assets 2024: $798,120Liabilities 2024: $136,562Net Assets 2024: $661,5582024

Highlighted filing

2017

Assets$825,367
Liabilities$105,755
Net Assets$719,612
Open 2017 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $287,067Expenses 2010: $241,408Net Income 2010: $45,6592010Expenses 2011: $231,8792011Expenses 2012: $245,1382012Revenue 2013: $316,602Expenses 2013: $278,937Net Income 2013: $37,6652013Revenue 2014: $316,612Expenses 2014: $256,225Net Income 2014: $60,3872014Revenue 2015: $325,736Expenses 2015: $270,263Net Income 2015: $55,4732015Revenue 2016: $344,751Expenses 2016: $258,792Net Income 2016: $85,9592016Revenue 2017: $315,504Expenses 2017: $297,016Net Income 2017: $18,4882017Revenue 2018: $325,181Expenses 2018: $315,720Net Income 2018: $9,4612018Revenue 2019: $361,490Expenses 2019: $322,934Net Income 2019: $38,5562019Revenue 2020: $366,324Expenses 2020: $367,861Net Income 2020: -$1,5372020Revenue 2021: $372,285Expenses 2021: $380,779Net Income 2021: -$8,4942021Revenue 2022: $294,226Expenses 2022: $375,863Net Income 2022: -$81,6372022Revenue 2023: $349,839Expenses 2023: $374,040Net Income 2023: -$24,2012023Revenue 2024: $391,863Expenses 2024: $382,065Net Income 2024: $9,7982024

Highlighted filing

2017

Revenue$315,504
Expenses$297,016
Net Income$18,488
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 23, 2018
Return Version
2016v3.1
Gross Receipts
$315,504
Mission and Program Overview

Mission

Provide supplemental health benefits to its members

To provide supplemental employee benefits to teachers in the jericho school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$701,124$719,612▲ $18,488
Investments in Publicly Traded Securities$600,497$499,143▼ $101,354
Cash and Non-Interest-Bearing Accounts$109,115$310,532▲ $201,417
Total Assets$729,257$825,367▲ $96,110
Other Assets Total$19,645$15,692▼ $3,953
Liabilities
Other Liabilities$12,026$88,695▲ $76,669
Accounts Payable and Accrued Expenses$16,107$17,060▲ $953
Total Liabilities$28,133$105,755▲ $77,622
Net Assets / Fund Balance
Total Net Assets Fund Balance$701,124$719,612▲ $18,488
Total Liabilities and Net Assets / Fund Balance$729,257$825,367▲ $96,110
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Suzanne JacobsenDirectorPT$9,478$9,478

Board Members and Trustees

NameTitle
Dave HerbertChairperson
Angela CancemiTrustee
Cathy FerrisTrustee
Dawn CamilleriTrustee
Mady BernardTrustee
Meryl BurrowsTrustee
Suraj SharmaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$318,936
Investment Income
$9,487
Other Revenue
$-12,919
Change in Net Assets
$18,488

Audited Revenue Reconciliation

Revenue per Audited Statements
$315,504
Total Revenue per Audited Statements
$315,504
Total Revenue per Form 990
$315,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,047
Salaries, Compensation, and Employee Benefits$9,478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$222,491
Occupancy---$14,760
Current Officers, Directors, Trustees, and Key Employees---$9,478
Fees for Services Legal---$7,500
Fees for Services Accounting---$6,577
Fees for Service Investment Mgmnt Fees---$4,500
Fees for Services Other---$1,800
Insurance---$1,275
Other Expenses---$301
Office Expenses---$190
Conferences and Meetings---$160
Total Functional Expenses$0$0$0$297,016

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$297,016
Total Expenses per Audited Statements$297,016
Total Expenses per Form 990$297,016
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
Supplemental Benefit Trust Reimb Pay$83,265
Claims Payable$5,430
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

“The organizations members consist of teachers of the jericho school district.”

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

“Members elect the directors of the governing body and their delegates.”

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

“Some of the decisions of the governing board are subject to approval of the executive board by a 2/3 vote.”

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

“Form 990 is provided to the board of trustees of the governing body to review prior to filing.”

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

“The conflict of interest policy is reviewed at the board meetings.”

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

“Counsel presents comparative stipends in the geographic region of similarly situated public sector benefit funds and the fund auditor's analysis of what can be financially sustained by the fund.”

Form 990, Page 6, Part VI, Line 19

“The organizations governing documents and financial statements are available to its members' upon request to the organization. The form 990 is available to be downloaded at www.guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Jericho Teachers Association
EIN
11-2548596
Phone
5169382534
Address
CEDAR SWAMP RD, JERICHO, NY 11753

Signing Officer

Name
Suzanne Jacobsen
Title
Director
Phone
0516938253
Signed
2018-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Jacobsen
Formed
1980
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
GIBISER & GIBISER CPA'S PC
Address
4155 VETERANS MEMORIAL HWY STE 14, RONKONKOMA, NY 11779-6063
Preparer
Steven Gibiser CPA
Phone
6312856290
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

“The organization did not change its oversight process or selection process during the tax year of its financial statement and selection of an independent accountant.”

Raw XML Appendix339 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS MEMBERS CONSIST OF TEACHERS OF THE JERICHO SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE DIRECTORS OF THE GOVERNING BODY AND THEIR DELEGATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOME OF THE DECISIONS OF THE GOVERNING BOARD ARE SUBJECT TO APPROVAL OF THE EXECUTIVE BOARD BY A 2/3 VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES OF THE GOVERNING BODY TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COUNSEL PRESENTS COMPARATIVE STIPENDS IN THE GEOGRAPHIC REGION OF SIMILARLY SITUATED PUBLIC SECTOR BENEFIT FUNDS AND THE FUND AUDITOR'S ANALYSIS OF WHAT CAN BE FINANCIALLY SUSTAINED BY THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ITS MEMBERS' UPON REQUEST TO THE ORGANIZATION. THE FORM 990 IS AVAILABLE TO BE DOWNLOADED AT WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 12, PART XII, LINE 2C
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IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JERICHO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011753
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0729257
IRS990/TotalAssetsEOYAmt0825367
IRS990/TotalAssetsGrp/BOYAmt0729257
IRS990/TotalAssetsGrp/EOYAmt0825367
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0297016
IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0701124
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0719612
IRS990/TotalProgramServiceRevenueAmt0318936
IRS990/TotalReportableCompFromOrgAmt09478
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0315504
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315504
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0729257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0825367
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0CEDAR SWAMP ROAD
IRS990/USAddress/CityNm0JERICHO
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011753
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUZANNE JACOBSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum00516938253
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERICHO TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JERI
ReturnHeader/Filer/EIN0112548596
ReturnHeader/Filer/PhoneNum05169382534
ReturnHeader/Filer/USAddress/AddressLine1Txt0CEDAR SWAMP RD
ReturnHeader/Filer/USAddress/CityNm0JERICHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011753
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08808506BA529F057055CEE0D7E0254546124AAD3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId020402E48283C7AF7A3EDAFA85DA0739D46EFA7B8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112637625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GIBISER & GIBISER CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04155 VETERANS MEMORIAL HWY STE 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RONKONKOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117796063
ReturnHeader/PreparerPersonGrp/PhoneNum06312856290
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GIBISER CPA
ReturnHeader/ReturnTs02018-02-13T12:09:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$825,367
Liabilities
$105,755
Net assets
$719,612
Revenue
$315,504
Expenses
$297,016
Net income
$18,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.98$1.37$6.62$3.92$3.82$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.84$1.32$6.52$3.50$3.74$0.24
2022Detailed filing. Detailed filing data is available for this year.$8.13$1.37$6.76$2.94$3.76$0.82
2021Detailed filing. Detailed filing data is available for this year.$8.87$1.29$7.58$3.72$3.81$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.05$1.39$7.66$3.66$3.68$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.70$1.02$7.68$3.61$3.23$0.39
2018Detailed filing. Detailed filing data is available for this year.$8.31$1.02$7.29$3.25$3.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$8.25$1.06$7.20$3.16$2.97$0.18
2016Detailed filing. Detailed filing data is available for this year.$7.29$0.28$7.01$3.45$2.59$0.86
2015Detailed filing. Detailed filing data is available for this year.$6.42$0.27$6.15$3.26$2.70$0.55
2014Detailed filing. Detailed filing data is available for this year.$5.76$0.16$5.60$3.17$2.56$0.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.25$4.99$3.17$2.79$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$0.24$4.61$2.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.19$3.77$2.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.33$0.21$3.12$2.87$2.41$0.46