Civic Intelligence

Mount Pleasant Teachers Benefit Fund Self Insured Admin

990 • Fiscal year 2019 • EIN 13-3101792

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 12, 2020

Organization Profileipi.zenith-american.com
PO Box 5817Wallingford, CT 06492

(203) 949-3230

Siviq Scores

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

Liabilities / Assets

85th percentile

0.12x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

35th percentile

-8.9%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$4,914

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

37th percentile

-8.0%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

64th percentile

3.8%

Faster revenue growth than 64% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$298,676

Down $25,906 (-8.0%) from 2018

Net Assets

Down

$263,109

Down $37,818 (-13%) from 2018

Liabilities

Up

$35,567

Up $11,912 (+50%) from 2018

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin35th percentile

Revenue

Up

$424,884

Up $15,704 (+3.8%) from 2018

Expenses

Up

$462,702

Up $69,628 (+18%) from 2018

Net Income

Down

-$37,818

Down $53,924 (-335%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$400K$300K$200K$100K$0Assets 2010: $188,163Liabilities 2010: $23,029Net Assets 2010: $165,1342010Assets 2011: $170,278Liabilities 2011: $23,530Net Assets 2011: $146,7482011Assets 2012: $135,606Liabilities 2012: $15,748Net Assets 2012: $119,8582012Assets 2013: $123,267Liabilities 2013: $14,948Net Assets 2013: $108,3192013Assets 2014: $216,646Liabilities 2014: $9,881Net Assets 2014: $206,7652014Assets 2015: $283,678Liabilities 2015: $25,626Net Assets 2015: $258,0522015Assets 2016: $298,857Liabilities 2016: $19,121Net Assets 2016: $279,7362016Assets 2017: $301,891Liabilities 2017: $17,070Net Assets 2017: $284,8212017Assets 2018: $324,582Liabilities 2018: $23,655Net Assets 2018: $300,9272018Assets 2019: $298,676Liabilities 2019: $35,567Net Assets 2019: $263,1092019Assets 2020: $350,593Liabilities 2020: $31,071Net Assets 2020: $319,5222020Assets 2021: $339,316Liabilities 2021: $53,898Net Assets 2021: $285,4182021Assets 2022: $343,592Liabilities 2022: $30,421Net Assets 2022: $313,1712022Assets 2023: $349,781Liabilities 2023: $45,445Net Assets 2023: $304,3362023Assets 2024: $359,790Liabilities 2024: $38,869Net Assets 2024: $320,9212024

Highlighted filing

2019

Assets$298,676
Liabilities$35,567
Net Assets$263,109
Open 2019 Filing

Operations Trend

Revenue Growth64th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $350,669Expenses 2010: $354,759Net Income 2010: -$4,0902010Expenses 2011: $369,4042011Expenses 2012: $357,9132012Revenue 2013: $345,878Expenses 2013: $357,417Net Income 2013: -$11,5392013Revenue 2014: $416,130Expenses 2014: $317,684Net Income 2014: $98,4462014Revenue 2015: $380,546Expenses 2015: $329,259Net Income 2015: $51,2872015Revenue 2016: $398,314Expenses 2016: $376,630Net Income 2016: $21,6842016Revenue 2017: $407,240Expenses 2017: $402,155Net Income 2017: $5,0852017Revenue 2018: $409,180Expenses 2018: $393,074Net Income 2018: $16,1062018Revenue 2019: $424,884Expenses 2019: $462,702Net Income 2019: -$37,8182019Revenue 2020: $479,500Expenses 2020: $423,087Net Income 2020: $56,4132020Revenue 2021: $453,941Expenses 2021: $488,045Net Income 2021: -$34,1042021Revenue 2022: $458,664Expenses 2022: $430,911Net Income 2022: $27,7532022Revenue 2023: $480,123Expenses 2023: $488,958Net Income 2023: -$8,8352023Revenue 2024: $516,449Expenses 2024: $499,864Net Income 2024: $16,5852024

Highlighted filing

2019

Revenue$424,884
Expenses$462,702
Net Income-$37,818
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 12, 2020
Return Version
2018v3.1
Gross Receipts
$424,884
Mission and Program Overview

Mission

Providing health and welfare benefits to members and their dependents

Providing health and welfare benefits to members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$255,073$258,126▲ $3,053
Cash and Non-Interest-Bearing Accounts$69,509$40,550▼ $28,959
Accounts Receivable-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$324,582$298,676▼ $25,906
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$23,655$35,567▲ $11,912
Total Liabilities$23,655$35,567▲ $11,912
Net Assets / Fund Balance
Unrestricted Net Assets$300,927$263,109▼ $37,818
Total Net Assets Fund Balance$300,927$263,109▼ $37,818
Total Liabilities and Net Assets / Fund Balance$324,582$298,676▼ $25,906
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ellen IgoChairmanPT$4,914$4,914

Board Members and Trustees

NameTitle
Kerri DeCrezaChairman
Erika O'ByrneTrustee
Lauren CherchiaTrustee
Mary CunninghamTrustee
Virginia CampbellAssoc. Pres
Suzanne KetchumBlding Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$418,572
Investment Income
$5,053
Other Revenue
$1,259
Change in Net Assets
$-37,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,287
Salaries, Compensation, and Employee Benefits$4,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$405,501
Fees for Services Legal---$26,600
Current Officers, Directors, Trustees, and Key Employees---$4,914
Fees for Services Accounting---$4,000
Other Expenses---$1,395
Office Expenses---$1,243
Insurance---$400
Total Functional Expenses$0$0$0$462,702
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The trustees review Form 990 before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mount Pleasant Teachers Trust Fund
EIN
13-3101792
Phone
2039493230
Address
PO BOX 5817, WALLINGFORD, CT 06492

Signing Officer

Name
Ellen Igo
Title
Chairman
Signed
2020-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Igo
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

Firm
Melillo & Mitchell LLC
Address
6 Berkshire Boulevard 301, Bethel, CT 06801
Preparer
Scott S Mitchell
Phone
2037443450
Raw XML Appendix341 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/TotalFunctionalExpensesGrp/TotalAmt0462702
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023655
IRS990/TotalLiabilitiesEOYAmt035567
IRS990/TotalLiabilitiesGrp/BOYAmt023655
IRS990/TotalLiabilitiesGrp/EOYAmt035567
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0300927
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263109
IRS990/TotalProgramServiceRevenueAmt0418572
IRS990/TotalReportableCompFromOrgAmt04914
IRS990/TotalRevenueGrp/ExclusionAmt0423625
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01259
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0424884
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0324582
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0298676
IRS990/TravelGrp/TotalAmt00
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0300927
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0263109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5817
IRS990/USAddress/CityNm0WALLINGFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006492
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0ipi.zenith-american.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellen Igo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNT PLEASANT TEACHERS TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co ZENITH AMERICAN SOLUTIONS
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0133101792
ReturnHeader/Filer/PhoneNum02039493230
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5817
ReturnHeader/Filer/USAddress/CityNm0WALLINGFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061089881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melillo & Mitchell LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 Berkshire Boulevard 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bethel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006801
ReturnHeader/PreparerPersonGrp/PhoneNum02037443450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott S Mitchell
ReturnHeader/ReturnTs02020-02-12T14:46:08-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,676
Liabilities
$35,567
Net assets
$263,109
Revenue
$424,884
Expenses
$462,702
Net income
-$37,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.39$3.21$5.16$5.00$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.45$3.04$4.80$4.89$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.30$3.13$4.59$4.31$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.54$2.85$4.54$4.88$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.51$0.31$3.20$4.80$4.23$0.56
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.36$2.63$4.25$4.63$0.38
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.24$3.01$4.09$3.93$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.02$0.17$2.85$4.07$4.02$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.19$2.80$3.98$3.77$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.26$2.58$3.81$3.29$0.51
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.10$2.07$4.16$3.18$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.15$1.08$3.46$3.57$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.16$1.20$3.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.24$1.47$3.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.23$1.65$3.51$3.55$0.04