Civic Intelligence

Roslyn Teachers Association Benefit Fund

EIN 11-6430170 • 501(c)9 • Merrick, NY

Profile

The plan is a supplemental benefit plan covering persons employed by the roslyn union free school district (the school district), at a status of 50% or more, on whose behalf contributions are made to the plan, officers and employees of the roslyn teachers association (the union), employees of the plan, and certain other persons.

Refreshing map…

2122 Seneca PlaceMerrick, NY 11566

rtabf.org

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.02x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

61st percentile

9.0%

Higher net margin than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

71st percentile

$19,927

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

66th percentile

8.7%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

6.5%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$1,773,725

Up $142,506 (+8.7%) from 2024

Liabilities

Up

$40,154

Up $24,504 (+157%) from 2024

Net Assets

Up

$1,733,571

Up $118,002 (+7.3%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin61st percentile

Revenue

Up

$1,023,559

Up $62,846 (+6.5%) from 2024

Expenses

Down

$931,208

Down $24,563 (-2.6%) from 2024

Net Income

Up

$92,351

Up $87,409 (+1769%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,277,482Liabilities 2011: $18,791Net Assets 2011: $1,258,6912011Assets 2012: $1,363,483Liabilities 2012: $7,320Net Assets 2012: $1,356,1632012Assets 2013: $1,136,412Liabilities 2013: $12,636Net Assets 2013: $1,123,7762013Assets 2014: $954,655Liabilities 2014: $10,541Net Assets 2014: $944,1142014Assets 2015: $970,552Liabilities 2015: $22,471Net Assets 2015: $948,0812015Assets 2016: $1,202,118Liabilities 2016: $68,541Net Assets 2016: $1,133,5772016Assets 2017: $1,294,595Liabilities 2017: $9,000Net Assets 2017: $1,285,5952017Assets 2018: $1,727,399Liabilities 2018: $12,357Net Assets 2018: $1,715,0422018Assets 2019: $1,786,158Liabilities 2019: $17,190Net Assets 2019: $1,768,9682019Assets 2020: $1,665,070Liabilities 2020: $18,526Net Assets 2020: $1,646,5442020Assets 2021: $1,659,711Liabilities 2021: $22,006Net Assets 2021: $1,637,7052021Assets 2022: $1,507,405Liabilities 2022: $12,700Net Assets 2022: $1,494,7052022Assets 2023: $1,575,799Liabilities 2023: $14,000Net Assets 2023: $1,561,7992023Assets 2024: $1,631,219Liabilities 2024: $15,650Net Assets 2024: $1,615,5692024Assets 2025: $1,773,725Liabilities 2025: $40,154Net Assets 2025: $1,733,5712025

Highlighted filing

2025

Assets$1,773,725
Liabilities$40,154
Net Assets$1,733,571
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,199,7152011Expenses 2012: $860,4072012Revenue 2013: $874,545Expenses 2013: $1,088,861Net Income 2013: -$214,3162013Revenue 2014: $858,346Expenses 2014: $1,040,942Net Income 2014: -$182,5962014Revenue 2015: $855,598Expenses 2015: $867,828Net Income 2015: -$12,2302015Revenue 2016: $888,822Expenses 2016: $704,911Net Income 2016: $183,9112016Revenue 2017: $983,406Expenses 2017: $819,369Net Income 2017: $164,0372017Revenue 2018: $1,425,527Expenses 2018: $967,111Net Income 2018: $458,4162018Revenue 2019: $1,181,823Expenses 2019: $1,168,022Net Income 2019: $13,8012019Revenue 2020: $864,127Expenses 2020: $994,955Net Income 2020: -$130,8282020Revenue 2021: $870,785Expenses 2021: $929,822Net Income 2021: -$59,0372021Revenue 2022: $913,775Expenses 2022: $872,620Net Income 2022: $41,1552022Revenue 2023: $919,410Expenses 2023: $874,671Net Income 2023: $44,7392023Revenue 2024: $960,713Expenses 2024: $955,771Net Income 2024: $4,9422024Revenue 2025: $1,023,559Expenses 2025: $931,208Net Income 2025: $92,3512025

Highlighted filing

2025

Revenue$1,023,559
Expenses$931,208
Net Income$92,351
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,773,725
Liabilities
$40,154
Net assets
$1,733,571
Revenue
$1,023,559
Expenses
$931,208
Net income
$92,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.04$1.73$1.02$0.93$0.09
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.02$1.62$0.96$0.96$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.01$1.56$0.92$0.87$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.01$1.49$0.91$0.87$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.02$1.64$0.87$0.93$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.02$1.65$0.86$0.99$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.02$1.77$1.18$1.17$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.01$1.72$1.43$0.97$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$1.29$0.98$0.82$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.07$1.13$0.89$0.70$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.02$0.95$0.86$0.87$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.86$1.04$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.01$1.12$0.87$1.09$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.01$1.36$0.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.02$1.26$1.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 11, 2025
Return Version
2024v5.0
Gross Receipts
$2,095,902
Mission and Program Overview

Mission

The plan is a supplemental benefit plan covering persons employed by the roslyn union free school district (the school district), at a status of 50% or more, on whose behalf contributions are made to the plan, officers and employees of the roslyn teachers association (the union), employees of the plan, and certain other persons.

The plan provides supplemental benefits to eligible participants and their covered dependents and designated beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,615,569$1,733,571▲ $118,002
Investments in Publicly Traded Securities$1,432,815$1,337,423▼ $95,392
Savings and Temporary Cash Investments$198,399$418,446▲ $220,047
Cash and Non-Interest-Bearing Accounts$5$17,856▲ $17,851
Total Assets$1,631,219$1,773,725▲ $142,506
Liabilities
Accounts Payable and Accrued Expenses$15,650$40,154▲ $24,504
Total Liabilities$15,650$40,154▲ $24,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,615,569$1,733,571▲ $118,002
Total Liabilities and Net Assets / Fund Balance$1,631,219$1,773,725▲ $142,506
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eleanor RussellTrusteePT$19,927$19,927
Amy BraunsteinTrusteePT$15,324$15,324
Erik ScottTreasurer-$5,420$5,420

Board Members and Trustees

NameTitle
Wendy SvitekChairperson
Suzanne PenkovskyTrustee
Thomas KaufmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$925,210
Investment Income
$98,349
Other Revenue
$0
Change in Net Assets
$92,351

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,023,559
Total Revenue per Audited Statements
$1,023,559
Total Revenue per Form 990
$1,023,559
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,330
Salaries, Compensation, and Employee Benefits$44,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$828,169
Other Salaries and Wages---$40,671
Fees for Services Accounting---$23,050
Fees for Services Other---$11,524
Fees for Service Investment Mgmnt Fees---$11,058
Fees for Services Legal---$10,000
Payroll Taxes---$4,038
Insurance---$1,398
Office Expenses---$1,300
Total Functional Expenses$0$0$0$931,208

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$931,208
Total Expenses per Audited Statements$931,208
Total Expenses per Form 990$931,208
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
Backup withholding compliance
No
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
Yes
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, Page 6, Part VI, Line 11B

“The board reviews the 990 via email”

Form 990, Page 6, Part VI, Line 12C

“The trustees, officers, and employees of the fund provide an updated conflicts of interest policy annually.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is based on the amount of time devoted to the benefit fund and the complexity of the job”

Form 990, Page 6, Part VI, Line 15B

“Compensation is based on the time devoted to the benefit fund & the complexity of the job”

Form 990, Page 6, Part VI, Line 19

“Documents are not available to the public, but only to members, upon request”

Filing and Contact Details

Filer

Filer Name
Roslyn Teachers Association
EIN
11-6430170
Phone
9176177514
Address
2122 SENECA PLACE, MERRICK, NY 11566

Signing Officer

Name
Wendy Svitek
Title
Chairperson
Phone
9176177514
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Svitek
Formed
1994
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
3

Preparer

Firm
Berman Sosman & Rosenzweig Cpas Pllc
Address
30 JERICHO EXECUTIVE PLAZA SUITE 20, JERICHO, NY 11753
Preparer
Richard Sosman
Phone
5168267600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The plan is a supplemental benefit plan covering persons employed by the roslyn union free school district (the school district), at a status of 50% or more, on whose behalf contributions are made to the plan, officers and employees of the roslyn teachers association (the union), employees of the plan, and certain other persons.”

Form 990, Page 2, Part III, Line 4D

“The roslyn teachers association benefit fund provided supplemental benefits to approximately 300 full time members of the roslyn teachers association, and their covered dependents.”

Raw XML Appendix287 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
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015650
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt040154
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES SUPPLEMENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS AND DESIGNATED BENEFICIARIES.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt0828169
IRS990/BooksInCareOfDetail/PersonNm0ERIK SCOTT
IRS990/BooksInCareOfDetail/PhoneNum09176177514
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02122 SENECA PLACE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERRICK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011566
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05
IRS990/CashNonInterestBearingGrp/EOYAmt017856
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0828169
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt098349
IRS990/CYOtherExpensesAmt058330
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0925210
IRS990/CYRevenuesLessExpensesAmt092351
IRS990/CYSalariesCompEmpBnftPaidAmt044709
IRS990/CYTotalExpensesAmt0931208
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01023559
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ROSLYN TEACHERS ASSOCIATION BENEFIT FUND PROVIDED SUPPLEMENTAL BENEFITS TO APPROXIMATELY 300 FULL TIME MEMBERS OF THE ROSLYN TEACHERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt023050
IRS990/FeesForServicesLegalGrp/TotalAmt010000
IRS990/FeesForServicesOtherGrp/TotalAmt011524
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011058
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ELEANOR RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm1AMY BRAUNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIK SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS KAUFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZANNE PENKOVSKY
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDY SVITEK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt019927
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt115324
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt029949
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01102292
IRS990/GrossReceiptsAmt02095902
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01398
IRS990/InvestmentIncomeGrp/ExclusionAmt068400
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068400
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01432815
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01337423
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01072343
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PLAN IS A SUPPLEMENTAL BENEFIT PLAN COVERING PERSONS EMPLOYED BY THE ROSLYN UNION FREE SCHOOL DISTRICT (THE SCHOOL DISTRICT), AT A STATUS OF 50% OR MORE, ON WHOSE BEHALF CONTRIBUTIONS ARE MADE TO THE PLAN, OFFICERS AND EMPLOYEES OF THE ROSLYN TEACHERS ASSOCIATION (THE UNION), EMPLOYEES OF THE PLAN, AND CERTAIN OTHER PERSONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01615569
IRS990/NetAssetsOrFundBalancesEOYAmt01733571
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt029949
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029949
IRS990/NetUnrlzdGainsLossesInvstAmt025651
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt01300
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherSalariesAndWagesGrp/TotalAmt040671
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt04038
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WENDY SVITEK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA PARTICIPANTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0912600
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112610
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE ROSLYN TEACHERS ASSOCIATION BENEFIT FUND PROVIDED SUPPLEMENTAL BENEFITS TO APPROXIMATELY 300 FULL TIME MEMBERS OF THE ROSLYN TEACHERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYTotalExpensesAmt0955771
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IRS990/ReconcilationRevenueExpnssAmt092351
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01615569
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0198399
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0931208
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IRS990ScheduleD/TotalExpensesPerForm990Amt0931208
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01023559
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS A SUPPLEMENTAL BENEFIT PLAN COVERING PERSONS EMPLOYED BY THE ROSLYN UNION FREE SCHOOL DISTRICT (THE SCHOOL DISTRICT), AT A STATUS OF 50% OR MORE, ON WHOSE BEHALF CONTRIBUTIONS ARE MADE TO THE PLAN, OFFICERS AND EMPLOYEES OF THE ROSLYN TEACHERS ASSOCIATION (THE UNION), EMPLOYEES OF THE PLAN, AND CERTAIN OTHER PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ROSLYN TEACHERS ASSOCIATION BENEFIT FUND PROVIDED SUPPLEMENTAL BENEFITS TO APPROXIMATELY 300 FULL TIME MEMBERS OF THE ROSLYN TEACHERS ASSOCIATION, AND THEIR COVERED DEPENDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE 990 VIA EMAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES, OFFICERS, AND EMPLOYEES OF THE FUND PROVIDE AN UPDATED CONFLICTS OF INTEREST POLICY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS BASED ON THE AMOUNT OF TIME DEVOTED TO THE BENEFIT FUND AND THE COMPLEXITY OF THE JOB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION IS BASED ON THE TIME DEVOTED TO THE BENEFIT FUND & THE COMPLEXITY OF THE JOB
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC, BUT ONLY TO MEMBERS, UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01631219
IRS990/TotalAssetsEOYAmt01773725
IRS990/TotalAssetsGrp/BOYAmt01631219
IRS990/TotalAssetsGrp/EOYAmt01773725
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0931208
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015650
IRS990/TotalLiabilitiesEOYAmt040154
IRS990/TotalLiabilitiesGrp/BOYAmt015650
IRS990/TotalLiabilitiesGrp/EOYAmt040154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01615569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01733571
IRS990/TotalProgramServiceRevenueAmt0925210
IRS990/TotalReportableCompFromOrgAmt040671
IRS990/TotalRevenueGrp/ExclusionAmt068400
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0955159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01023559
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01631219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01773725
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt078 DOVECOTE LANE
IRS990/USAddress/CityNm0COMMACK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011725
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0RTABF.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY SVITEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09176177514
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSLYN TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROSL
ReturnHeader/Filer/EIN0116430170
ReturnHeader/Filer/PhoneNum09176177514
ReturnHeader/Filer/USAddress/AddressLine1Txt02122 SENECA PLACE
ReturnHeader/Filer/USAddress/CityNm0MERRICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011566
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113408121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERMAN SOSMAN & ROSENZWEIG CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 JERICHO EXECUTIVE PLAZA SUITE 20
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011753
ReturnHeader/PreparerPersonGrp/PhoneNum05168267600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SOSMAN
ReturnHeader/ReturnTs02025-12-18T13:26:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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