Civic Intelligence

Port Chester Teachers Association Welfare Trust Fund

EIN 13-2903185 • 501(c)9 • Valhalla, NY

Profile

To provide health and other benefits to eligible participants.

4 Fox Hill RoadValhalla, NY 10595

www.pctabenefits.com

Siviq Scores

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

Liabilities / Assets

69th percentile

0.05x

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

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

Liabilities / Revenue

75th percentile

0.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

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

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 2025

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

45th percentile

2.6%

Faster revenue growth than 45% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,433,808

Up $196,276 (+16%) from 2024

Liabilities

Down

$71,053

Down $50,026 (-41%) from 2024

Net Assets

Up

$1,362,755

Up $246,302 (+22%) from 2024

Operations
Liabilities / Revenue75th percentileNet Margin75th percentile

Revenue

Up

$876,631

Up $22,135 (+2.6%) from 2024

Expenses

Up

$641,547

Up $9,797 (+1.6%) from 2024

Net Income

Up

$235,084

Up $12,338 (+5.5%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $605,174Liabilities 2010: $80,576Net Assets 2010: $524,5982010Assets 2011: $639,049Liabilities 2011: $118,672Net Assets 2011: $520,3772011Assets 2012: $703,931Liabilities 2012: $125,379Net Assets 2012: $578,5522012Assets 2013: $686,839Liabilities 2013: $149,416Net Assets 2013: $537,4232013Assets 2014: $658,663Liabilities 2014: $126,870Net Assets 2014: $531,7932014Assets 2015: $611,411Liabilities 2015: $122,093Net Assets 2015: $489,3182015Assets 2016: $610,536Liabilities 2016: $139,600Net Assets 2016: $470,9362016Assets 2017: $598,494Liabilities 2017: $173,353Net Assets 2017: $425,1412017Assets 2018: $591,845Liabilities 2018: $190,399Net Assets 2018: $401,4462018Assets 2019: $552,038Liabilities 2019: $189,371Net Assets 2019: $362,6672019Assets 2020: $549,014Liabilities 2020: $94,506Net Assets 2020: $454,5082020Assets 2021: $651,363Liabilities 2021: $135,813Net Assets 2021: $515,5502021Assets 2022: $807,036Liabilities 2022: $131,449Net Assets 2022: $675,5872022Assets 2023: $1,031,783Liabilities 2023: $136,600Net Assets 2023: $895,1832023Assets 2024: $1,237,532Liabilities 2024: $121,079Net Assets 2024: $1,116,4532024Assets 2025: $1,433,808Liabilities 2025: $71,053Net Assets 2025: $1,362,7552025

Highlighted filing

2025

Assets$1,433,808
Liabilities$71,053
Net Assets$1,362,755
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $385,9322010Expenses 2011: $454,5532011Expenses 2012: $428,0492012Revenue 2013: $467,735Expenses 2013: $494,355Net Income 2013: -$26,6202013Revenue 2014: $478,633Expenses 2014: $481,828Net Income 2014: -$3,1952014Revenue 2015: $489,906Expenses 2015: $530,079Net Income 2015: -$40,1732015Revenue 2016: $527,672Expenses 2016: $551,029Net Income 2016: -$23,3572016Revenue 2017: $558,477Expenses 2017: $594,618Net Income 2017: -$36,1412017Revenue 2018: $570,701Expenses 2018: $586,680Net Income 2018: -$15,9792018Revenue 2019: $553,886Expenses 2019: $604,030Net Income 2019: -$50,1442019Revenue 2020: $572,305Expenses 2020: $483,937Net Income 2020: $88,3682020Revenue 2021: $613,709Expenses 2021: $548,448Net Income 2021: $65,2612021Revenue 2022: $722,689Expenses 2022: $554,778Net Income 2022: $167,9112022Revenue 2023: $808,310Expenses 2023: $585,380Net Income 2023: $222,9302023Revenue 2024: $854,496Expenses 2024: $631,750Net Income 2024: $222,7462024Revenue 2025: $876,631Expenses 2025: $641,547Net Income 2025: $235,0842025

Highlighted filing

2025

Revenue$876,631
Expenses$641,547
Net Income$235,084
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
$1,433,808
Liabilities
$71,053
Net assets
$1,362,755
Revenue
$876,631
Expenses
$641,547
Net income
$235,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.07$1.36$0.88$0.64$0.24
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.12$1.12$0.85$0.63$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.14$0.90$0.81$0.59$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.13$0.68$0.72$0.55$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.14$0.52$0.61$0.55$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.09$0.45$0.57$0.48$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.55$0.19$0.36$0.55$0.60$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.19$0.40$0.57$0.59$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.17$0.43$0.56$0.59$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.14$0.47$0.53$0.55$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.12$0.49$0.49$0.53$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.13$0.53$0.48$0.48$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.15$0.54$0.47$0.49$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.13$0.58$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.12$0.52$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.08$0.52$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 29, 2025
Return Version
2024v5.2
Gross Receipts
$1,385,680
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,116,453$1,362,755▲ $246,302
Investments in Publicly Traded Securities$765,239$906,535▲ $141,296
Savings and Temporary Cash Investments$24,152$437,680▲ $413,528
Cash and Non-Interest-Bearing Accounts$77,367$79,989▲ $2,622
Accounts Receivable$370,524$9,354▼ $361,170
Prepaid Expenses and Deferred Charges$250$250→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,237,532$1,433,808▲ $196,276
Other Assets Total-$0-
Liabilities
Other Liabilities$35,111$31,556▼ $3,555
Deferred Revenue$77,801$31,325▼ $46,476
Accounts Payable and Accrued Expenses$8,167$8,172▲ $5
Total Liabilities$121,079$71,053▼ $50,026
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,116,453$1,362,755▲ $246,302
Total Liabilities and Net Assets / Fund Balance$1,237,532$1,433,808▲ $196,276
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Chris KazimChairperson
Ken Van VlackTrustee
MARIA O'BRIENSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$831,043
Investment Income
$45,588
Other Revenue
$0
Change in Net Assets
$235,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$866,613
Revenue Not Reported on Financial Statements
$10,018
Revenue Not Reported on Form 990
$11,218
Total Revenue per Audited Statements
$877,831
Total Revenue per Form 990
$876,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,475
Salaries, Compensation, and Employee Benefits$9,874
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$588,198
Fees for Services Other---$21,651
Fees for Service Investment Mgmnt Fees---$10,018
Other Salaries and Wages---$9,000
Fees for Services Accounting---$8,060
Fees for Services Legal---$2,500
Insurance---$1,016
Payroll Taxes---$874
Office Expenses---$230
Total Functional Expenses$0$0$0$641,547

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$641,547
Expenses per Audited Statements$634,940
Total Expenses per Audited Statements$634,940
Expenses Not Reported on Financial Statements$6,607
Other Expense Adjustments$-3,411
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$27,690
Payroll Liabilities$3,866
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

Governance Explanations

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

“Federal Form 990 is reviewed and approved by the Trustees AT A TRUSTEE MEETING BEFORE FILING.”

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

“On an annual basis at the board of trustee meeting, all trustees of the fund provide conflict of interest disclosures.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Port Chester Teachers Association
EIN
13-2903185
Phone
8773009898
Address
4 FOX HILL ROAD, VALHALLA, NY 10595

Signing Officer

Name
Jeff Querfeld
Title
Administrator
Signed
2025-12-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Querfeld
Formed
1974
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
1

Preparer

Firm
Gould Kobrick & Schlapp PC
Address
192 Lexington Ave Ste 700, New York, NY 10016
Preparer
Steven T Schlapp
Phone
2125649451
Raw XML Appendix358 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/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt08060
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt010018
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13866
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
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IRS990ScheduleD/TotalLiabilityAmt031556
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Federal Form 990 is reviewed and approved by the Trustees AT A TRUSTEE MEETING BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1On an annual basis at the board of trustee meeting, all trustees of the fund provide conflict of interest disclosures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, policies and financial statements are not available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1American Fed of Teachers - Port Chester
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 718
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1179 Quaspeck Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RYE BROOK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Valley Cottage
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0121079
IRS990/TotalLiabilitiesEOYAmt071053
IRS990/TotalLiabilitiesGrp/BOYAmt0121079
IRS990/TotalLiabilitiesGrp/EOYAmt071053
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01362755
IRS990/TotalProgramServiceRevenueAmt0831043
IRS990/TotalRevenueGrp/ExclusionAmt045588
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0831043
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0876631
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01237532
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IRS990/TravelGrp/TotalAmt00
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PCTABENEFITS.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF QUERFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT CHESTER TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0132903185
ReturnHeader/Filer/PhoneNum08773009898
ReturnHeader/Filer/USAddress/AddressLine1Txt04 FOX HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0VALHALLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010595
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133082707
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gould Kobrick & Schlapp PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0192 Lexington Ave Ste 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum02125649451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven T Schlapp
ReturnHeader/ReturnTs02026-01-12T11:11:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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