Civic Intelligence

Wantagh United Teachers Benefit Trust Co Wantagh Middle School

EIN 11-3287740 • 501(c)9 • Wantagh, NY

Profile

Oversee the administration of funds received from the wantagh union free school district in accordance with the collective bargaining agreement and pay for various benefits for eligible employees and retirees.

3297 Beltagh AvenueWantagh, NY 11793

n/A

Siviq Scores

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

Liabilities / Assets

57th percentile

0.01x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

29%

Higher net margin than 76% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

3.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,010,629

Up $137,536 (+16%) from 2023

Liabilities

Down

$8,347

Down $4,769 (-36%) from 2023

Net Assets

Up

$1,002,282

Up $142,305 (+17%) from 2023

Revenue

Up

$462,603

Up $15,498 (+3.5%) from 2023

Expenses

Down

$329,518

Down $3,055 (-0.9%) from 2023

Net Income

Up

$133,085

Up $18,553 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $389,820Liabilities 2010: $0Net Assets 2010: $389,8202010Assets 2011: $339,524Liabilities 2011: $0Net Assets 2011: $339,5242011Assets 2012: $330,064Liabilities 2012: $3,980Net Assets 2012: $326,0842012Assets 2013: $266,432Liabilities 2013: $7,804Net Assets 2013: $258,6282013Assets 2014: $254,074Liabilities 2014: $11,208Net Assets 2014: $242,8662014Assets 2015: $283,170Liabilities 2015: $3,273Net Assets 2015: $279,8972015Assets 2016: $332,682Liabilities 2016: $3,616Net Assets 2016: $329,0662016Assets 2017: $401,836Liabilities 2017: $3,706Net Assets 2017: $398,1302017Assets 2018: $467,784Liabilities 2018: $7,290Net Assets 2018: $460,4942018Assets 2019: $529,095Liabilities 2019: $9,655Net Assets 2019: $519,4402019Assets 2020: $600,784Liabilities 2020: $2,125Net Assets 2020: $598,6592020Assets 2021: $681,450Liabilities 2021: $4,375Net Assets 2021: $677,0752021Assets 2022: $767,274Liabilities 2022: $12,609Net Assets 2022: $754,6652022Assets 2023: $873,093Liabilities 2023: $13,116Net Assets 2023: $859,9772023Assets 2024: $1,010,629Liabilities 2024: $8,347Net Assets 2024: $1,002,2822024

Highlighted filing

2024

Assets$1,010,629
Liabilities$8,347
Net Assets$1,002,282

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $375,0142010Revenue 2011: $340,737Expenses 2011: $391,033Net Income 2011: -$50,2962011Expenses 2012: $350,8872012Revenue 2013: $337,432Expenses 2013: $404,888Net Income 2013: -$67,4562013Revenue 2014: $332,627Expenses 2014: $348,389Net Income 2014: -$15,7622014Revenue 2015: $345,332Expenses 2015: $308,301Net Income 2015: $37,0312015Revenue 2016: $373,465Expenses 2016: $324,296Net Income 2016: $49,1692016Revenue 2017: $388,439Expenses 2017: $319,376Net Income 2017: $69,0632017Revenue 2018: $387,738Expenses 2018: $325,374Net Income 2018: $62,3642018Revenue 2019: $395,950Expenses 2019: $337,004Net Income 2019: $58,9462019Revenue 2020: $416,133Expenses 2020: $336,914Net Income 2020: $79,2192020Revenue 2021: $430,495Expenses 2021: $352,079Net Income 2021: $78,4162021Revenue 2022: $430,726Expenses 2022: $353,137Net Income 2022: $77,5892022Revenue 2023: $447,105Expenses 2023: $332,573Net Income 2023: $114,5322023Revenue 2024: $462,603Expenses 2024: $329,518Net Income 2024: $133,0852024

Highlighted filing

2024

Revenue$462,603
Expenses$329,518
Net Income$133,085

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.01$1.00$0.46$0.33$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.45$0.33$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.75$0.43$0.35$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.43$0.35$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.42$0.34$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.40$0.34$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.46$0.39$0.33$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.39$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.37$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.35$0.31$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.33$0.35$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.27$0.01$0.26$0.34$0.40$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.35
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.34$0.39$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Gross Receipts
$462,603
Mission and Program Overview

Mission

Oversee the administration of funds received from the wantagh union free school district in accordance with the collective bargaining agreement and pay for various benefits for eligible employees and retirees, ie teachers, secretaries and staff.

Oversee the administration of funds received from the wantagh union free school district in accordance with the collective bargaining agreement and pay for various benefits for eligible employees and retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$869,197$1,002,282▲ $133,085
Savings and Temporary Cash Investments$663,180$785,990▲ $122,810
Accounts Receivable$219,133$224,639▲ $5,506
Total Assets$882,313$1,010,629▲ $128,316
Liabilities
Accounts Payable and Accrued Expenses$13,116$8,347▼ $4,769
Total Liabilities$13,116$8,347▼ $4,769
Net Assets / Fund Balance
Total Net Assets Fund Balance$869,197$1,002,282▲ $133,085
Total Liabilities and Net Assets / Fund Balance$882,313$1,010,629▲ $128,316
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$455,604
Investment Income
$6,999
Other Revenue
$0
Change in Net Assets
$133,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,679
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$278,839--$278,839
Fees for Services Legal$23,754$0$0$23,754
Fees for Services Accounting$4,500$0$0$4,500
Insurance$1,050$0$0$1,050
Office Expenses$300$0$0$300
Other Expenses$221$0$0$221
Total Functional Expenses$329,518$0$0$329,518
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Wantagh United Teachers Benefit Trust
EIN
11-3287740
Phone
5166796464
Address
3297 BELTAGH AVENUE, WANTAGH, NY 11793
Doing Business As
Co Wantagh Middle School

Signing Officer

Name
Jennifer Florio
Title
Chairman
Phone
5166796464
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Florio
Formed
1998
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Richard S Piccola CPA
Address
340 VETERANS MEMORIAL HWY STE 5, COMMACK, NY 11725
Preparer
Richard S Piccola CPA
Phone
6315434933
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The trusts members are the members of the wantagh

Pt VI, Line 6

United teachers union including teachers, secretaries

Pt VI, Line 6

And staff who are covered by the various benefit plans

Pt VI, Line 6

That are paid for by the trust. The collective

Pt VI, Line 6

Bargaining agreement is between the board of ed

Pt VI, Line 6

Of the wantagh ufsd and the wantagh united teachers

Pt VI, Line 6

UNION

Pt VI, Line 7A

The chairman of the trust is the elected 1st vice

Pt VI, Line 7A

President of the wanatgh united teachers union.

Pt VI, Line 7A

The chairman of the trust and the president of the

Pt VI, Line 7A

Wantagh united teachers union appoint the trustees

Pt VI, Line 7A

Who are members of the union.

Pt VI, Line 11B

The form 990 is reviewed by the chairman of the board

Pt VI, Line 11B

And the treasurer before filing

Pt VI, Line 19

The governing body makes its documents, policies and

Pt VI, Line 19

Financial statements available upon request

Raw XML Appendix331 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 TRUSTS MEMBERS ARE THE MEMBERS OF THE WANTAGH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNITED TEACHERS UNION INCLUDING TEACHERS, SECRETARIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AND STAFF WHO ARE COVERED BY THE VARIOUS BENEFIT PLANS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THAT ARE PAID FOR BY THE TRUST. THE COLLECTIVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BARGAINING AGREEMENT IS BETWEEN THE BOARD OF ED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OF THE WANTAGH UFSD AND THE WANTAGH UNITED TEACHERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE CHAIRMAN OF THE TRUST IS THE ELECTED 1ST VICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PRESIDENT OF THE WANATGH UNITED TEACHERS UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE CHAIRMAN OF THE TRUST AND THE PRESIDENT OF THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WANTAGH UNITED TEACHERS UNION APPOINT THE TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WHO ARE MEMBERS OF THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12THE FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13AND THE TREASURER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14THE GOVERNING BODY MAKES ITS DOCUMENTS, POLICIES AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15FINANCIAL STATEMENTS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
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ReturnHeader/ReturnTs02025-11-13T15:10:55-08:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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