Civic Intelligence

Port Jefferson St Teachers Welfare

EIN 11-2707641 • 501(c)9 • Port Jefferson Station, NY

Profile

To provide dental and vision benefits to participants of the fund.

424 Boyle RoadPort Jefferson Station, NY 11776

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Net Margin

58th percentile

4.9%

Higher net margin than 58% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

76th percentile

$11,500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Asset Growth

59th percentile

3.6%

Faster asset growth than 59% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

49th percentile

0.5%

Faster revenue growth than 49% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$667,136

Up $45,875 (+7.4%) from 2023

Liabilities

Flat

$5,500

Flat from 2023

Net Assets

Up

$661,636

Up $45,875 (+7.5%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin58th percentile

Revenue

Up

$520,873

Up $39,275 (+8.2%) from 2023

Expenses

Down

$474,997

Down $13,014 (-2.7%) from 2023

Net Income

Up

$45,876

Up $52,289 (+815%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2011: $212,980Liabilities 2011: $0Net Assets 2011: $212,9802011Assets 2012: $193,844Liabilities 2012: $0Net Assets 2012: $193,8442012Assets 2013: $261,500Liabilities 2013: $0Net Assets 2013: $261,5002013Assets 2014: $297,075Liabilities 2014: $0Net Assets 2014: $297,0752014Assets 2015: $319,005Liabilities 2015: $0Net Assets 2015: $319,0052015Assets 2016: $376,174Liabilities 2016: $0Net Assets 2016: $376,1742016Assets 2017: $427,463Liabilities 2017: $0Net Assets 2017: $427,4632017Assets 2018: $447,603Liabilities 2018: $0Net Assets 2018: $447,6032018Assets 2019: $508,115Liabilities 2019: $8,692Net Assets 2019: $499,4232019Assets 2020: $531,291Liabilities 2020: $5,500Net Assets 2020: $525,7912020Assets 2021: $621,874Liabilities 2021: $15,778Net Assets 2021: $606,0962021Assets 2022: $612,488Liabilities 2022: $5,500Net Assets 2022: $606,9882022Assets 2023: $621,261Liabilities 2023: $5,500Net Assets 2023: $615,7612023Assets 2024: $667,136Liabilities 2024: $5,500Net Assets 2024: $661,6362024

Highlighted filing

2024

Assets$667,136
Liabilities$5,500
Net Assets$661,636
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $435,8862011Expenses 2012: $414,6312012Revenue 2013: $417,222Expenses 2013: $349,566Net Income 2013: $67,6562013Revenue 2014: $399,447Expenses 2014: $363,872Net Income 2014: $35,5752014Revenue 2015: $423,461Expenses 2015: $401,530Net Income 2015: $21,9312015Revenue 2016: $417,477Expenses 2016: $360,308Net Income 2016: $57,1692016Revenue 2017: $425,583Expenses 2017: $374,294Net Income 2017: $51,2892017Revenue 2018: $452,282Expenses 2018: $466,847Net Income 2018: -$14,5652018Revenue 2019: $461,224Expenses 2019: $414,118Net Income 2019: $47,1062019Revenue 2020: $463,370Expenses 2020: $440,335Net Income 2020: $23,0352020Revenue 2021: $470,513Expenses 2021: $417,158Net Income 2021: $53,3552021Revenue 2022: $465,533Expenses 2022: $452,955Net Income 2022: $12,5782022Revenue 2023: $481,598Expenses 2023: $488,011Net Income 2023: -$6,4132023Revenue 2024: $520,873Expenses 2024: $474,997Net Income 2024: $45,8762024

Highlighted filing

2024

Revenue$520,873
Expenses$474,997
Net Income$45,876
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,136
Liabilities
$5,500
Net assets
$661,636
Revenue
$520,873
Expenses
$474,997
Net income
$45,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.67$0.06$6.62$5.21$4.75$0.46
2023Detailed filing. Detailed filing data is available for this year.$6.21$0.06$6.16$4.82$4.88$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.06$6.07$4.66$4.53$0.13
2021Detailed filing. Detailed filing data is available for this year.$6.22$0.16$6.06$4.71$4.17$0.53
2020Detailed filing. Detailed filing data is available for this year.$5.31$0.06$5.26$4.63$4.40$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.08$0.09$4.99$4.61$4.14$0.47
2018Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$4.52$4.67$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$4.26$3.74$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$4.17$3.60$0.57
2015Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$4.23$4.02$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$3.99$3.64$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.62$4.17$3.50$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.00$1.94$4.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$4.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$622,827
Mission and Program Overview

Mission

To provide dental and vision benefits to participants of the fund.

To provide healthcare benefits to eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$615,761$661,636▲ $45,875
Savings and Temporary Cash Investments$404,990$468,771▲ $63,781
Cash and Non-Interest-Bearing Accounts$70,374$154,423▲ $84,049
Investments in Publicly Traded Securities$101,955$0▼ $101,955
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$621,261$667,136▲ $45,875
Other Assets Total$43,942$43,942→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,500$5,500→ $0
Total Liabilities$5,500$5,500→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$615,761$661,636▲ $45,875
Total Liabilities and Net Assets / Fund Balance$621,261$667,136▲ $45,875

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$8,942--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleOtherTotal
Brian St PierreTrustee$10,000$10,000
Maurizio MilanaTrustee$4,300$4,300
Angela AzzaraTrustee$3,300$3,300
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$493,018
Investment Income
$26,301
Other Revenue
$1,554
Change in Net Assets
$45,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,399
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---$444,598
Fees for Services Other---$26,224
Fees for Services Accounting---$4,000
Fees for Service Investment Mgmnt Fees---$175
Total Functional Expenses$0$0$0$474,997
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The fund has participants.”

Form 990, Part VI, Section A, Line 8B

“The fund did not have any committee with authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board of trustees prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“Trustees discuss at meetings held throughout the year as to whether any contracts or relationships have been established that would be construed as a conflict.”

Form 990, Part VI, Section C, Line 19

“The documents are made available upon request and can be examined at the fund office.”

Filing and Contact Details

Filer

Filer Name
Port Jefferson St Teachers Welfare
EIN
11-2707641
Phone
6319282205
Address
424 BOYLE ROAD, PORT JEFFERSON STATION, NY 11776

Signing Officer

Name
Angela Azzara
Title
Trustee
Phone
6319282205
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Azzara
Formed
1984
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
1 PENN PLAZA SUITE 3200, NEW YORK, NY 10119
Preparer
Michael Friedman
Phone
2124865500
Raw XML Appendix308 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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IRS990/GainOrLossGrp/SecuritiesAmt016610
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DID NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES DISCUSS AT MEETINGS HELD THROUGHOUT THE YEAR AS TO WHETHER ANY CONTRACTS OR RELATIONSHIPS HAVE BEEN ESTABLISHED THAT WOULD BE CONSTRUED AS A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
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IRS990/TotalLiabilitiesGrp/BOYAmt05500
IRS990/TotalLiabilitiesGrp/EOYAmt05500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0615761
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0661636
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0493018
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09691
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0511182
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0520873
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0621261
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0667136
IRS990/TotReportableCompRltdOrgAmt017600
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0424 BOYLE ROAD
IRS990/USAddress/CityNm0PORT JEFFERSON STATION
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011776
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA AZZARA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06319282205
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT JEFFERSON ST TEACHERS WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0112707641
ReturnHeader/Filer/PhoneNum06319282205
ReturnHeader/Filer/USAddress/AddressLine1Txt0424 BOYLE ROAD
ReturnHeader/Filer/USAddress/CityNm0PORT JEFFERSON STATION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011776
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PENN PLAZA SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02124865500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL FRIEDMAN
ReturnHeader/ReturnTs02025-05-14T07:59:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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