Civic Intelligence

Jericho Teachers Association Benefits Trust Fund

990 • Fiscal year 2018 • EIN 11-2548596

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 05, 2019

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

81st percentile

0.12x

Higher debt load relative to assets than 81% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

0.31x

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

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Net Margin

54th percentile

2.9%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

74th percentile

$11,576

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Asset Growth

56th percentile

0.7%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

55th percentile

3.1%

Faster revenue growth than 55% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$830,866

Up $5,499 (+0.7%) from 2017

Net Assets

Up

$729,073

Up $9,461 (+1.3%) from 2017

Liabilities

Down

$101,793

Down $3,962 (-3.7%) from 2017

Revenue

Up

$325,181

Up $9,677 (+3.1%) from 2017

Expenses

Up

$315,720

Up $18,704 (+6.3%) from 2017

Net Income

Down

$9,461

Down $9,027 (-49%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$830,866
Liabilities$101,793
Net Assets$729,073

Operations Trend

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

2018

Revenue$325,181
Expenses$315,720
Net Income$9,461
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 5, 2019
Return Version
2017v2.3
Gross Receipts
$325,181
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$719,612$729,073▲ $9,461
Investments in Publicly Traded Securities$499,143$587,514▲ $88,371
Cash and Non-Interest-Bearing Accounts$310,532$233,671▼ $76,861
Total Assets$825,367$830,866▲ $5,499
Other Assets Total$15,692$9,681▼ $6,011
Liabilities
Other Liabilities$88,695$92,388▲ $3,693
Accounts Payable and Accrued Expenses$17,060$9,405▼ $7,655
Total Liabilities$105,755$101,793▼ $3,962
Net Assets / Fund Balance
Total Net Assets Fund Balance$719,612$729,073▲ $9,461
Total Liabilities and Net Assets / Fund Balance$825,367$830,866▲ $5,499
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mady BernardTrusteePT-$11,576$11,576
Suzanne JacobsenDirector-$9,532-$9,532
Thomas AnderleDirector in-$400-$400

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$324,457
Investment Income
$10,214
Other Revenue
$-9,490
Change in Net Assets
$9,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$325,181
Total Revenue per Audited Statements
$325,181
Total Revenue per Form 990
$325,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,326
Salaries, Compensation, and Employee Benefits$9,932
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$240,462
Occupancy---$16,944
Current Officers, Directors, Trustees, and Key Employees---$9,932
Fees for Services Legal---$7,500
Fees for Services Accounting---$6,527
Fees for Service Investment Mgmnt Fees---$4,514
Conferences and Meetings---$670
Office Expenses---$259
Insurance---$150
Other Expenses---$148
Total Functional Expenses$0$0$0$315,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$315,720
Total Expenses per Audited Statements$315,720
Total Expenses per Form 990$315,720
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$87,458
Claims Payable$4,930
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
Dave Herbert
Title
Chairperson
Phone
5169382534
Signed
2019-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Herbert
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 Appendix352 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017060
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09405
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL EMPLOYEE BENEFITS TO TEACHERS IN THE JERICHO SCHOOL DISTRICT
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt0240462
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JERICHO TEACHERS ASSOCIATION
IRS990/BooksInCareOfDetail/PhoneNum05169382534
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0CEDAR SWAMP RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0JERICHO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011753
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0310532
IRS990/CashNonInterestBearingGrp/EOYAmt0233671
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09932
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt0670
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0240462
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010214
IRS990/CYOtherExpensesAmt065326
IRS990/CYOtherRevenueAmt0-9490
IRS990/CYProgramServiceRevenueAmt0324457
IRS990/CYRevenuesLessExpensesAmt09461
IRS990/CYSalariesCompEmpBnftPaidAmt09932
IRS990/CYTotalExpensesAmt0315720
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0325181
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0VISION CARE PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS EXCESS DENTAL PROGRAM - AVAILABLE TO ALL MEMBERS AND THEIR DEPENDENTS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06527
IRS990/FeesForServicesLegalGrp/TotalAmt07500
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04514
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MADY BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm1SUZANNE JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS ANDERLE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE HERBERT
IRS990/Form990PartVIISectionAGrp/PersonNm4SURAJ SHARMA
IRS990/Form990PartVIISectionAGrp/PersonNm5MERYL BURROWS
IRS990/Form990PartVIISectionAGrp/PersonNm6ANGELA CANCEMI
IRS990/Form990PartVIISectionAGrp/PersonNm7CATHY FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm8DAWN CAMILLERI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19532
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt011576
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR IN
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0325181
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0150
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt010214
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010214
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0499143
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0587514
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SUPPLEMENTAL HEALTH BENEFITS TO ITS MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0719612
IRS990/NetAssetsOrFundBalancesEOYAmt0729073
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt016944
IRS990/OfficeExpensesGrp/TotalAmt0259
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015692
IRS990/OtherAssetsTotalGrp/EOYAmt09681
IRS990/OtherExpensesGrp/Desc0LEGAL BENEFITS
IRS990/OtherExpensesGrp/Desc1DENTAL ADM FEE
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt022074
IRS990/OtherExpensesGrp/TotalAmt16540
IRS990/OtherExpensesGrp/TotalAmt2148
IRS990/OtherLiabilitiesGrp/BOYAmt088695
IRS990/OtherLiabilitiesGrp/EOYAmt092388
IRS990/OtherRevenueMiscGrp/Desc0COBRA
IRS990/OtherRevenueMiscGrp/Desc1NET DEPRECIATION OF INVESTMEN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1-9495
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-9495
IRS990/OtherRevenueTotalAmt0-9490
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVE HERBERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTION FROM SCHOOL DIST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0324457
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0324457
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPLEMENTAL BENEFIT TRUST REIMBURSEMENT - AVAILABLE TO ALL MEMBERS AND ELIGIBLE ENROLLED FAMILY DEPENDENTS FOR LIFE INSURANCE, LONG-TERM CARE PREMIUMS PAID OUT OF POCKET.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0222491
IRS990/PYInvestmentIncomeAmt09487
IRS990/PYOtherExpensesAmt065047
IRS990/PYOtherRevenueAmt0-12919
IRS990/PYProgramServiceRevenueAmt0318936
IRS990/PYRevenuesLessExpensesAmt018488
IRS990/PYSalariesCompEmpBnftPaidAmt09478
IRS990/PYTotalExpensesAmt0297016
IRS990/PYTotalRevenueAmt0315504
IRS990/ReconcilationRevenueExpnssAmt09461
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0719612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0729073
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0315720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt087458
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUPPLEMENTAL BENEFIT TRUST REIMB PAY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CLAIMS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt0325181
IRS990ScheduleD/TotalExpensesPerForm990Amt0315720
IRS990ScheduleD/TotalLiabilityAmt092388
IRS990ScheduleD/TotalRevenuePerForm990Amt0325181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0325181
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0315720
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 12, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JERICHO TEACHERS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237363626
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PT VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0CEDAR SWAMP ROAD
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/SupplementalInformationDetail/ExplanationTxt0RENDER UNION REPRESENTATION TO THE TEACHERS AND SERVICES TO THE EDUCATIONAL COMMUNITY OF JERICHO.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0825367
IRS990/TotalAssetsEOYAmt0830866
IRS990/TotalAssetsGrp/BOYAmt0825367
IRS990/TotalAssetsGrp/EOYAmt0830866
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0315720
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0105755
IRS990/TotalLiabilitiesEOYAmt0101793
IRS990/TotalLiabilitiesGrp/BOYAmt0105755
IRS990/TotalLiabilitiesGrp/EOYAmt0101793
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0719612
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0729073
IRS990/TotalProgramServiceRevenueAmt0324457
IRS990/TotalReportableCompFromOrgAmt09932
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0325181
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0325181
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0825367
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0830866
IRS990/TotReportableCompRltdOrgAmt011576
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE HERBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05169382534
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-05
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/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.89.152.90
ReturnHeader/FilingSecurityInformation/IPDt02019-04-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:32:19
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/PreparationDt02019-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GIBISER CPA
ReturnHeader/ReturnTs02019-04-01T16:32:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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