Civic Intelligence

Mount Pleasant Teachers Benefit Fund Self Insured Admin

990 • Fiscal year 2020 • EIN 13-3101792

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 06, 2021

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

83rd percentile

0.09x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • <$500k nonprofits • Source year 2020

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

13%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)9 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$350,593

Up $51,917 (+17%) from 2019

Net Assets

Up

$319,522

Up $56,413 (+21%) from 2019

Liabilities

Down

$31,071

Down $4,496 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin66th percentile

Revenue

Up

$479,500

Up $54,616 (+13%) from 2019

Expenses

Down

$423,087

Down $39,615 (-8.6%) from 2019

Net Income

Up

$56,413

Up $94,231 (+249%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$350,593
Liabilities$31,071
Net Assets$319,522
Open 2020 Filing

Operations Trend

Revenue Growth84th 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

2020

Revenue$479,500
Expenses$423,087
Net Income$56,413
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 6, 2021
Return Version
2019v5.2
Gross Receipts
$479,500
Mission and Program Overview

Mission

Providing health and welfare benefits to members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$258,126$261,253▲ $3,127
Cash and Non-Interest-Bearing Accounts$40,550$89,340▲ $48,790
Total Assets$298,676$350,593▲ $51,917
Liabilities
Accounts Payable and Accrued Expenses$35,567$25,551▼ $10,016
Deferred Revenue-$5,520-
Total Liabilities$35,567$31,071▼ $4,496
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$263,109$319,522▲ $56,413
Total Net Assets Fund Balance$263,109$319,522▲ $56,413
Total Liabilities and Net Assets / Fund Balance$298,676$350,593▲ $51,917
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Ellen IgoChairman
Kerri DecrezaChairman
ERIKA O'BYRNETrustee
Lauren CherchiaTrustee
Mary CunninghamTrustee
Suzanne KetchumTrustee
Virginia CampbellAssoc. Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$476,373
Investment Income
$3,127
Other Revenue
$0
Change in Net Assets
$56,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$479,500
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$479,500
Total Revenue per Form 990
$479,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$388,244--$388,244
Other Expenses$6,056--$6,056
Fees for Services Legal$5,236--$5,236
Fees for Services Accounting$4,125--$4,125
Office Expenses$797--$797
Total Functional Expenses$423,087$0$0$423,087

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$423,087
Total Expenses per Audited Statements$423,087
Total Expenses per Form 990$423,087
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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
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, Section A, Line 3

“Benefit payments are managed by zenith american solutions”

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

“The trustees review form 990 before it is filed”

Form 990, Part VI, Section C, Line 19

“No other 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
Doing Business As
Mount Pleasant Teachers Trust Fund

Signing Officer

Name
Ellen Igo
Title
Chairman
Phone
2039493230
Signed
2021-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ellen Igo
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
The Innovative CPA Group LLC
Address
35 NUTMEG DRIVE SUITE M275, TRUMBULL, CT 06611
Preparer
Lauren Shugrue CPA
Phone
2034890612
Raw XML Appendix303 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE INNOVATIVE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 NUTMEG DRIVE SUITE M275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRUMBULL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006611
ReturnHeader/PreparerPersonGrp/PhoneNum02034890612
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN SHUGRUE CPA
ReturnHeader/ReturnTs02021-04-30T08:10:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,593
Liabilities
$31,071
Net assets
$319,522
Revenue
$479,500
Expenses
$423,087
Net income
$56,413
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
Peer Organizations

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