Civic Intelligence

North Babylon Teachers Organization Benefit Tr Fund

990EZ • Fiscal year 2014 • EIN 11-3338459

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 05, 2014

400 West Main StreetNorth Babylon, NY 11702

(631) 826-3619

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

0.1%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$157,909

Up $37,794 (+31%) from 2013

Net Assets

Up

$157,909

Up $37,794 (+31%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$99,886

Up $80 (+0.1%) from 2013

Expenses

Down

$62,092

Down $12,979 (-17%) from 2013

Net Income

Up

$37,794

Up $13,059 (+53%) from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $81,339Net Assets 2011: $81,3392011Assets 2012: $95,380Net Assets 2012: $95,3802012Assets 2013: $120,115Liabilities 2013: $0Net Assets 2013: $120,1152013Assets 2014: $157,909Liabilities 2014: $0Net Assets 2014: $157,9092014Assets 2015: $171,960Liabilities 2015: $0Net Assets 2015: $171,9602015Assets 2016: $129,917Liabilities 2016: $0Net Assets 2016: $129,9172016Assets 2017: $162,934Liabilities 2017: $0Net Assets 2017: $162,9342017Assets 2018: $167,622Liabilities 2018: $0Net Assets 2018: $167,6222018Assets 2019: $178,217Liabilities 2019: $0Net Assets 2019: $178,2172019Assets 2020: $211,879Liabilities 2020: $0Net Assets 2020: $211,8792020Assets 2021: $229,777Liabilities 2021: $0Net Assets 2021: $229,7772021Assets 2022: $147,123Liabilities 2022: $0Net Assets 2022: $147,1232022Assets 2023: $159,979Liabilities 2023: $0Net Assets 2023: $159,9792023Assets 2024: $190,281Liabilities 2024: $0Net Assets 2024: $190,2812024Assets 2025: $215,904Net Assets 2025: $215,9042025

Highlighted filing

2014

Assets$157,909
Liabilities$0
Net Assets$157,909

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $98,761Expenses 2011: $89,888Net Income 2011: $8,8732011Revenue 2012: $99,744Expenses 2012: $101,186Net Income 2012: -$1,4422012Revenue 2013: $99,806Expenses 2013: $75,071Net Income 2013: $24,7352013Revenue 2014: $99,886Expenses 2014: $62,092Net Income 2014: $37,7942014Revenue 2015: $100,899Expenses 2015: $86,848Net Income 2015: $14,0512015Revenue 2016: $38,441Expenses 2016: $80,484Net Income 2016: -$42,0432016Revenue 2017: $97,775Expenses 2017: $64,757Net Income 2017: $33,0182017Revenue 2018: $98,521Expenses 2018: $93,833Net Income 2018: $4,6882018Revenue 2019: $104,356Expenses 2019: $92,361Net Income 2019: $11,9952019Revenue 2020: $101,689Expenses 2020: $68,027Net Income 2020: $33,6622020Revenue 2021: $101,759Expenses 2021: $83,860Net Income 2021: $17,8992021Revenue 2022: $1,068Expenses 2022: $83,722Net Income 2022: -$82,6542022Revenue 2023: $103,211Expenses 2023: $90,354Net Income 2023: $12,8572023Revenue 2024: $100,066Expenses 2024: $69,765Net Income 2024: $30,3012024Revenue 2025: $100,235Expenses 2025: $74,612Net Income 2025: $25,6232025

Highlighted filing

2014

Revenue$99,886
Expenses$62,092
Net Income$37,794
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 5, 2014
Return Version
2013v3.1
Gross Receipts
$99,886
Mission and Program Overview

Mission

Teachers beneficiary trust for payment of disability insurance premiums and miscellaneous expenses as per agreement with north babylon school district

See Statement 2

Program Services

DescriptionGrantsExpenses
Teachers Beneficiary Trust for payment of disability insurance premiums and miscellaneous expenses as per agreement with North Babylon School District-$69,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA KATZTrusteePT$0--
SELINA DURIOPresidentPT$0--
JEANNE SAELIFirst Vice PresidentPT$0--
DIANE COLLINSSecond Vice PresidentPT$0--
KATHRYN DEINSecretaryPT$0--
ELIZABETH GOLDENTreasurerPT$0--
Filing and Contact Details

Filer

EIN
11-3338459
Phone
6318263619

Signing Officer

Name
Pamela Katz
Title
Trustee
Phone
6318263619
Signed
2014-11-05
Discuss with paid preparer
Yes

Preparer

Preparer
Christopher Gargiulo CPA
Phone
6316692321
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Bank charges 31. Insurance 61661.

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PAMELA KATZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06318263619
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10400 West Main St
IRS990EZ/BooksInCareOfDetail/USAddress/City0Babylon
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode011702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0120115
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153409
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt037794
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0120115
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157909
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt099886
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0386
IRS990EZ/LoansToFromOfficersAmt04500
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MembershipDuesAmt01500
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0120115
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157909
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0120115
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157909
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAMELA KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SELINA DURIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNE SAELI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DIANE COLLINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KATHRYN DEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELIZABETH GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2First Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Second Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04500
IRS990EZ/OtherExpensesTotalAmt061692
IRS990EZ/PrimaryExemptPurposeTxt0See Statement 2
IRS990EZ/ProgramServiceRevenueAmt098000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Teachers Beneficiary Trust for payment of disability insurance premiums and miscellaneous expenses as per agreement with North Babylon School District
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt069092
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062092
IRS990EZ/TotalProgramServiceExpensesAmt069092
IRS990EZ/TotalRevenueAmt099886
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt04500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0medical
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt08000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JEANE SAELI
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Trustee
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt04500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 31. INSURANCE 61661.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06318263619
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10North Babylon Teachers Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0113338459
ReturnHeader/Filer/PhoneNum06318263619
ReturnHeader/Filer/USAddress/AddressLine10400 West Main Street
ReturnHeader/Filer/USAddress/City0Babylon
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode011702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Christopher E Gargiulo CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1070 GEORGE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BABYLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0117022912
ReturnHeader/PreparerPersonGrp/PhoneNum06316692321
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER GARGIULO CPA
ReturnHeader/ReturnTs02014-12-22T11:11:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.16$2.16$1.00$0.75$0.26
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.00$0.70$0.30
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$1.03$0.90$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.01$0.84$0.83
2021Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.02$0.84$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.02$0.68$0.34
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.04$0.92$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.99$0.94$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.98$0.65$0.33
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.38$0.80$0.42
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$1.01$0.87$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$1.00$0.62$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$1.00$0.75$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$1.00$1.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.81$0.99$0.90$0.09