Civic Intelligence

Roslyn Teachers Association Benefit Fund Tr

990 • Fiscal year 2018 • EIN 11-6430170

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

Organization ProfileRTABF.ORG
Roslyn High School Round Hill RoadRoslyn, NY 11577

(516) 484-1925

Siviq Scores

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

Liabilities / Assets

49th percentile

0.01x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.01x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$11,982

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

89th percentile

33%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

45%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$1,727,399

Up $432,804 (+33%) from 2017

Net Assets

Up

$1,715,042

Up $429,447 (+33%) from 2017

Liabilities

Up

$12,357

Up $3,357 (+37%) from 2017

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin82nd percentile

Revenue

Up

$1,425,527

Up $442,121 (+45%) from 2017

Expenses

Up

$967,111

Up $147,742 (+18%) from 2017

Net Income

Up

$458,416

Up $294,379 (+179%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2018

Assets$1,727,399
Liabilities$12,357
Net Assets$1,715,042
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$1,425,527
Expenses$967,111
Net Income$458,416
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Gross Receipts
$1,967,183
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$1,285,595$1,715,042▲ $429,447
Investments in Publicly Traded Securities$1,035,001$1,420,740▲ $385,739
Savings and Temporary Cash Investments$258,124$305,189▲ $47,065
Cash and Non-Interest-Bearing Accounts$1,470$1,470→ $0
Total Assets$1,294,595$1,727,399▲ $432,804
Liabilities
Accounts Payable and Accrued Expenses$9,000$12,357▲ $3,357
Total Liabilities$9,000$12,357▲ $3,357
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,285,595$1,715,042▲ $429,447
Total Liabilities and Net Assets / Fund Balance$1,294,595$1,727,399▲ $432,804

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,835$2,835
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eleanor RussellChairpersonPT$11,982$11,982
Amy BraunsteinTreasurerPT$9,880$9,880

Board Members and Trustees

NameTitle
Ann Marie CovinoTrustee
Suzanne PenkovskyTrustee
Thomas KaufmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,380,522
Investment Income
$45,005
Other Revenue
$0
Change in Net Assets
$458,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,425,527
Revenue Not Reported on Form 990
$-28,969
Total Revenue per Audited Statements
$1,396,558
Total Revenue per Form 990
$1,425,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$56,266
Other Expenses$52,220
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$858,625
Other Salaries and Wages---$30,231
Current Officers, Directors, Trustees, and Key Employees---$21,862
Fees for Services Accounting---$14,100
Fees for Service Investment Mgmnt Fees---$12,017
Fees for Services Other---$10,956
Fees for Services Legal---$7,000
Office Expenses---$6,362
Payroll Taxes---$4,173
Insurance---$1,785
Total Functional Expenses$0$0$0$967,111

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$967,111
Total Expenses per Audited Statements$967,111
Total Expenses per Form 990$967,111
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 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, 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 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
5164841925
Address
ROSLYN HIGH SCHOOL ROUND HILL ROAD, ROSLYN, NY 11577

Signing Officer

Name
Eleanor Russell
Title
Chairperson
Phone
5164841925
Signed
2018-11-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eleanor Russell
Formed
1994
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
4

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 305 full time members of the roslyn teachers association, and their covered dependents.”

Raw XML Appendix326 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/MinutesOfCommitteesInd0true
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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.
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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 305 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/ExplanationTxt4DOCUMENTS 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 19
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04300
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt133285
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0USAGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1USAGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMERICAN FEDERATION OF TEACHERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1AMERICAN FEDERATION OF TEACHERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01294595
IRS990/TotalAssetsEOYAmt01727399
IRS990/TotalAssetsGrp/BOYAmt01294595
IRS990/TotalAssetsGrp/EOYAmt01727399
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0967111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09000
IRS990/TotalLiabilitiesEOYAmt012357
IRS990/TotalLiabilitiesGrp/BOYAmt09000
IRS990/TotalLiabilitiesGrp/EOYAmt012357
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01285595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01715042
IRS990/TotalProgramServiceRevenueAmt01380522
IRS990/TotalReportableCompFromOrgAmt021862
IRS990/TotalRevenueGrp/ExclusionAmt030278
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01395249
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01425527
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01294595
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01727399
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ROSLYN HIGH SCHOOL
IRS990/USAddress/AddressLine2Txt0ROUND HILL ROAD
IRS990/USAddress/CityNm0ROSLYN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011577
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0RTABF.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELEANOR RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05164841925
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROSLYN TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROSL
ReturnHeader/Filer/EIN0116430170
ReturnHeader/Filer/PhoneNum05164841925
ReturnHeader/Filer/USAddress/AddressLine1Txt0ROSLYN HIGH SCHOOL ROUND HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0ROSLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011577
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00553A0A77D142B1D258E43E8CE928B2D283AF145
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00553A0A77D142B1D258E43E8CE928B2D283AF145
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.220.90.26
ReturnHeader/FilingSecurityInformation/IPDt02019-01-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:46:41
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/PreparationDt02019-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD SOSMAN
ReturnHeader/ReturnTs02019-01-30T13:46:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,727,399
Liabilities
$12,357
Net assets
$1,715,042
Revenue
$1,425,527
Expenses
$967,111
Net income
$458,416
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
2018Detailed filing. Detailed filing data is available for this year.$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