Civic Intelligence

Jericho Teachers Association Benefits Trust Fund

990 • Fiscal year 2023 • EIN 11-2548596

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 07, 2023

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

85th percentile

0.17x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.38x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Net Margin

32nd percentile

-6.9%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

75th percentile

$11,721

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2023

Asset Growth

35th percentile

-3.5%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

19%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$784,153

Down $28,573 (-3.5%) from 2022

Net Assets

Down

$651,760

Down $24,201 (-3.6%) from 2022

Liabilities

Down

$132,393

Down $4,372 (-3.2%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin32nd percentile

Revenue

Up

$349,839

Up $55,613 (+19%) from 2022

Expenses

Down

$374,040

Down $1,823 (-0.5%) from 2022

Net Income

Up

-$24,201

Up $57,436 (+70%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$784,153
Liabilities$132,393
Net Assets$651,760
Open 2023 Filing

Operations Trend

Revenue Growth77th 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

2023

Revenue$349,839
Expenses$374,040
Net Income-$24,201
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 7, 2023
Return Version
2022v5.0
Gross Receipts
$349,839
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
Investments in Publicly Traded Securities$711,109$726,080▲ $14,971
Rtn Earn Endowment Incm Other Fnds$675,961$651,760▼ $24,201
Cash and Non-Interest-Bearing Accounts$91,998$51,564▼ $40,434
Total Assets$812,726$784,153▼ $28,573
Other Assets Total$9,619$6,509▼ $3,110
Liabilities
Other Liabilities$113,836$112,772▼ $1,064
Accounts Payable and Accrued Expenses$22,929$19,621▼ $3,308
Total Liabilities$136,765$132,393▼ $4,372
Net Assets / Fund Balance
Total Net Assets Fund Balance$675,961$651,760▼ $24,201
Total Liabilities and Net Assets / Fund Balance$812,726$784,153▼ $28,573
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mona IraggiTrusteePT-$11,721$11,721
Thomas AnderleDirector-$8,100-$8,100

Board Members and Trustees

NameTitle
Angela CancemiChairperson
Anthony VittorinoTrustee
Maria IaccarinoTrustee
Meryl BurrowsTrustee
Cathy FerrisSecretary
Suraj SharmaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$335,923
Investment Income
$11,107
Other Revenue
$2,809
Change in Net Assets
$-24,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$349,839
Total Revenue per Audited Statements
$349,839
Total Revenue per Form 990
$349,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,524
Salaries, Compensation, and Employee Benefits$8,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$286,416
Occupancy---$21,360
Current Officers, Directors, Trustees, and Key Employees---$8,100
Fees for Services Legal---$7,500
Fees for Services Accounting---$7,350
Fees for Service Investment Mgmnt Fees---$5,392
Office Expenses---$1,307
Other Expenses---$980
Conferences and Meetings---$460
Total Functional Expenses$0$0$0$374,040

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$374,040
Total Expenses per Audited Statements$374,040
Total Expenses per Form 990$374,040
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$109,740
Claims Payable$3,032
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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
Thomas Anderle
Title
Director
Phone
5169382534
Signed
2023-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Anderle
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
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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GIBISER CPA
ReturnHeader/ReturnTs02024-01-12T08:27:53-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERLE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$784,153
Liabilities
$132,393
Net assets
$651,760
Revenue
$349,839
Expenses
$374,040
Net income
-$24,201
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