Civic Intelligence

Somers Faculty Association Trust Fund

EIN 13-2974866 • 501(c)9 • Albany, NY

Profile

To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable.

PO Box 15136Albany, NY 12212

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.27x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.15x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

64th percentile

0.8%

Higher net margin than 64% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$9,967

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

-14%

Faster asset growth than 62% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

-5.1%

Faster revenue growth than 64% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$259,078

Down $42,007 (-14%) from 2024

Liabilities

Down

$70,107

Down $45,973 (-40%) from 2024

Net Assets

Up

$188,971

Up $3,966 (+2.1%) from 2024

Revenue

Down

$482,116

Down $25,923 (-5.1%) from 2024

Expenses

Down

$478,150

Down $98,478 (-17%) from 2024

Net Income

Up

$3,966

Up $72,555 (+106%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $285,236Liabilities 2011: $57,836Net Assets 2011: $227,4002011Assets 2012: $293,150Liabilities 2012: $60,854Net Assets 2012: $232,2962012Assets 2013: $327,421Liabilities 2013: $53,415Net Assets 2013: $274,0062013Assets 2014: $390,832Liabilities 2014: $61,463Net Assets 2014: $329,3692014Assets 2015: $505,954Liabilities 2015: $157,506Net Assets 2015: $348,4482015Assets 2016: $476,057Liabilities 2016: $139,600Net Assets 2016: $336,4572016Assets 2017: $480,337Liabilities 2017: $128,868Net Assets 2017: $351,4692017Assets 2018: $524,864Liabilities 2018: $103,246Net Assets 2018: $421,6182018Assets 2019: $525,834Liabilities 2019: $72,438Net Assets 2019: $453,3962019Assets 2020: $547,185Liabilities 2020: $72,074Net Assets 2020: $475,1112020Assets 2021: $538,718Liabilities 2021: $88,531Net Assets 2021: $450,1872021Assets 2022: $487,639Liabilities 2022: $100,949Net Assets 2022: $386,6902022Assets 2023: $371,121Liabilities 2023: $117,527Net Assets 2023: $253,5942023Assets 2024: $301,085Liabilities 2024: $116,080Net Assets 2024: $185,0052024Assets 2025: $259,078Liabilities 2025: $70,107Net Assets 2025: $188,9712025

Highlighted filing

2025

Assets$259,078
Liabilities$70,107
Net Assets$188,971

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $400,1672011Revenue 2012: $381,015Expenses 2012: $376,584Net Income 2012: $4,4312012Revenue 2013: $374,826Expenses 2013: $335,725Net Income 2013: $39,1012013Revenue 2014: $382,901Expenses 2014: $327,537Net Income 2014: $55,3642014Revenue 2015: $386,782Expenses 2015: $367,703Net Income 2015: $19,0792015Revenue 2016: $334,367Expenses 2016: $346,358Net Income 2016: -$11,9912016Revenue 2017: $420,337Expenses 2017: $405,325Net Income 2017: $15,0122017Revenue 2018: $427,387Expenses 2018: $357,238Net Income 2018: $70,1492018Revenue 2019: $440,450Expenses 2019: $408,672Net Income 2019: $31,7782019Revenue 2020: $452,168Expenses 2020: $430,453Net Income 2020: $21,7152020Revenue 2021: $455,532Expenses 2021: $480,456Net Income 2021: -$24,9242021Revenue 2022: $451,580Expenses 2022: $515,077Net Income 2022: -$63,4972022Revenue 2023: $469,933Expenses 2023: $603,029Net Income 2023: -$133,0962023Revenue 2024: $508,039Expenses 2024: $576,628Net Income 2024: -$68,5892024Revenue 2025: $482,116Expenses 2025: $478,150Net Income 2025: $3,9662025

Highlighted filing

2025

Revenue$482,116
Expenses$478,150
Net Income$3,966

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.59$0.70$1.89$4.82$4.78$0.04
2024Detailed filing. Detailed filing data is available for this year.$3.01$1.16$1.85$5.08$5.77$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.71$1.18$2.54$4.70$6.03$1.33
2022Detailed filing. Detailed filing data is available for this year.$4.88$1.01$3.87$4.52$5.15$0.63
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.89$4.50$4.56$4.80$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.72$4.75$4.52$4.30$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.26$0.72$4.53$4.40$4.09$0.32
2018Detailed filing. Detailed filing data is available for this year.$5.25$1.03$4.22$4.27$3.57$0.70
2017Detailed filing. Detailed filing data is available for this year.$4.80$1.29$3.51$4.20$4.05$0.15
2016Detailed filing. Detailed filing data is available for this year.$4.76$1.40$3.36$3.34$3.46$0.12
2015Detailed filing. Detailed filing data is available for this year.$5.06$1.58$3.48$3.87$3.68$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.91$0.61$3.29$3.83$3.28$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.53$2.74$3.75$3.36$0.39
2012Summary only. Only limited summary data is available for this year.$2.93$0.61$2.32$3.81$3.77$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.58$2.27$4.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.2
Gross Receipts
$482,116
Mission and Program Overview

Mission

To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$220,247$258,145▲ $37,898
Savings and Temporary Cash Investments$79,788$0▼ $79,788
Land, Buildings, and Equipment, Net$1,050$933▼ $117
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$301,085$259,078▼ $42,007
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$116,080$70,107▼ $45,973
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$116,080$70,107▼ $45,973
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$185,005$188,971▲ $3,966
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$185,005$188,971▲ $3,966
Total Liabilities and Net Assets / Fund Balance$301,085$259,078▼ $42,007

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$933$233$1,166
Compensation and Service Providers

Employees

NameTitleBaseTotal
Alison GenezPresident$9,967$9,967
Monica Manko-SchmidtTreasurer$6,162$6,162
Catherine JelinekSecretary$3,539$3,539
Laura VeglianteSecretary$2,926$2,926
Elizabeth StewartTrustee$599$599
Joan CassTrustee$599$599
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$475,907
Investment Income
$6,209
Other Revenue
$0
Change in Net Assets
$3,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,131
Salaries, Compensation, and Employee Benefits$23,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$400,227--$400,227
Current Officers, Directors, Trustees, and Key Employees-$23,792-$23,792
Insurance-$11,664-$11,664
Fees for Services Legal-$10,050-$10,050
Fees for Services Accounting-$5,900-$5,900
Office Expenses-$2,567-$2,567
Depreciation Depletion-$117-$117
Other Expenses$18,988$60-$60
Total Functional Expenses$419,215$58,935$0$478,150
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 3 - Management Delegated

The payment of benefits and the books of account are maintained by A third-party plan administrator. Management of the fund or plan activities is controlled by the Trustees with assistance from the plan administrator.

Form 990, Part VI, Line 11B - Organization'S Process to Review Form 990

Upon completion of the federal tax return, Form 990, a copy of such is forwarded to both the plan treasurer and the plan administrator prior to filing. In the event changes are required the accounting office is notified and the obligatory adjustments are made. In the event there are no changes to be made, then the plan treasurer signs form 8879-TE and returns it to the accountants, constituting their approval for content and electronic filing with the IRS.

Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation

There are a variety of methods of making governing documents, the conflict of interest policy, and financial statements available to those who inquire. The individual can request copies to be forwarded to them over the internet, fax or they can come into the administrators facilities and review the documents there. Telephone is another method used along with photocopies of the requested documents, which can be made and mailed accordingly. In all cases, however, no information is given out that will jeopardize one's confidentiality or go askew of the HIPPA laws.

Filing and Contact Details

Filer

Filer Name
Somers Faculty Association Trust Fund
EIN
13-2974866
In Care Of
% PREFERRED GROUP PLANS INC
Phone
2032697741
Address
PO Box 15136, Albany, NY 12212

Signing Officer

Name
Alison Genez
Title
President
Phone
2032697741
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alison Genez
Formed
1979
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Nanavaty Davenport Studley White
Address
123 South Main St Suite 140, Newtown, CT 06470
Preparer
Azian A Kearney
Phone
2034268500
Supplemental Narrative

Additional Explanations

Form 990 - Organization'S Mission or Most Significant Activities

To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable. Also, to provide group life and accidental death & dismemberment insurance coverage.

Financial Statement Notes

Part X, FIN 48 Footnote

The Association recognizes the benefits of income tax positions only if those positions are more likely than not of being sustained. The Association is subject to routine audits by the Internal Revenue Service. here are currently no audits for any tax periods in progress and the Association believes that it is no longer subject to audits for years prior to 2021.

Raw XML Appendix393 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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0185005
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0188971
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02567
IRS990/OfficeExpensesGrp/TotalAmt02567
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1FINANCIAL COUNSELING
IRS990/OtherExpensesGrp/Desc2FIDUCIARY BOND
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04185
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt260
IRS990/OtherExpensesGrp/ProgramServicesAmt018988
IRS990/OtherExpensesGrp/TotalAmt018988
IRS990/OtherExpensesGrp/TotalAmt14185
IRS990/OtherExpensesGrp/TotalAmt2600
IRS990/OtherExpensesGrp/TotalAmt360
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Alison Genez
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS - BOARD OF EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS - MEMBERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0460447
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115460
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0460447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115460
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0474967
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07910
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt077743
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0500129
IRS990/PYRevenuesLessExpensesAmt0-68589
IRS990/PYSalariesCompEmpBnftPaidAmt023918
IRS990/PYTotalExpensesAmt0576628
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0508039
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03966
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0475907
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079788
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0933
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0233
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01166
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Association recognizes the benefits of income tax positions only if those positions are more likely than not of being sustained. The Association is subject to routine audits by the Internal Revenue Service. here are currently no audits for any tax periods in progress and the Association believes that it is no longer subject to audits for years prior to 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, FIN 48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0933
IRS990ScheduleD/TotalLiabilityAmt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To provide dental, vision, and flex medical coverage for plan enrollees and their immediate family where applicable. Also, to provide group life and accidental death & dismemberment insurance coverage.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The payment of benefits and the books of account are maintained by A third-party plan administrator. Management of the fund or plan activities is controlled by the Trustees with assistance from the plan administrator.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon completion of the federal tax return, Form 990, a copy of such is forwarded to both the plan treasurer and the plan administrator prior to filing. In the event changes are required the accounting office is notified and the obligatory adjustments are made. In the event there are no changes to be made, then the plan treasurer signs form 8879-TE and returns it to the accountants, constituting their approval for content and electronic filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are a variety of methods of making governing documents, the conflict of interest policy, and financial statements available to those who inquire. The individual can request copies to be forwarded to them over the internet, fax or they can come into the administrators facilities and review the documents there. Telephone is another method used along with photocopies of the requested documents, which can be made and mailed accordingly. In all cases, however, no information is given out that will jeopardize one's confidentiality or go askew of the HIPPA laws.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 - Organization's Mission or Most Significant Activities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 3 - Management Delegated
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11B - Organization's Process to Review Form 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0301085
IRS990/TotalAssetsEOYAmt0259078
IRS990/TotalAssetsGrp/BOYAmt0301085
IRS990/TotalAssetsGrp/EOYAmt0259078
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058935
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0419215
IRS990/TotalFunctionalExpensesGrp/TotalAmt0478150
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0116080
IRS990/TotalLiabilitiesEOYAmt070107
IRS990/TotalLiabilitiesGrp/BOYAmt0116080
IRS990/TotalLiabilitiesGrp/EOYAmt070107
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0185005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0188971
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0419215
IRS990/TotalProgramServiceRevenueAmt0475907
IRS990/TotalReportableCompFromOrgAmt023792
IRS990/TotalRevenueGrp/ExclusionAmt06209
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0475907
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0482116
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0301085
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0259078
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 Route 202
IRS990/USAddress/CityNm0Somers
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010589
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alison Genez
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02032697741
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Somers Faculty Association Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0SOME
ReturnHeader/Filer/EIN0132974866
ReturnHeader/Filer/InCareOfNm0% PREFERRED GROUP PLANS INC
ReturnHeader/Filer/PhoneNum02032697741
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 15136
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nanavaty Davenport Studley White
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 South Main St Suite 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newtown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006470
ReturnHeader/PreparerPersonGrp/PhoneNum02034268500
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Azian A Kearney
ReturnHeader/ReturnTs02026-01-22T13:46:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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