Civic Intelligence

Pelham Teachers Association Trust Fund

EIN 13-3124411 • 501(c)9 • Wallingford, CT

Profile

To provide dental, vision and legal service plan benefits to members and their dependents.

PO Box 5817Wallingford, CT 06492

ipi.zenith-american.com

Siviq Scores

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

Liabilities / Assets

81st percentile

0.13x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$6,644

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$532,064

Up $57,906 (+12%) from 2023

Liabilities

Up

$67,602

Up $38,243 (+130%) from 2023

Net Assets

Up

$464,462

Up $19,663 (+4.4%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin64th percentile

Revenue

Up

$417,209

Up $7,880 (+1.9%) from 2023

Expenses

Down

$375,389

Down $8,892 (-2.3%) from 2023

Net Income

Up

$41,820

Up $16,772 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$600K$400K$200K$0Assets 2010: $217,663Liabilities 2010: $18,654Net Assets 2010: $199,0092010Assets 2011: $214,765Liabilities 2011: $15,060Net Assets 2011: $199,7052011Assets 2012: $185,084Liabilities 2012: $10,612Net Assets 2012: $174,4722012Assets 2013: $201,775Liabilities 2013: $13,098Net Assets 2013: $188,6772013Assets 2014: $237,572Liabilities 2014: $13,775Net Assets 2014: $223,7972014Assets 2015: $247,075Liabilities 2015: $21,191Net Assets 2015: $225,8842015Assets 2016: $272,330Liabilities 2016: $20,136Net Assets 2016: $252,1942016Assets 2017: $272,830Liabilities 2017: $16,140Net Assets 2017: $256,6902017Assets 2018: $321,585Liabilities 2018: $29,796Net Assets 2018: $291,7892018Assets 2019: $310,676Liabilities 2019: $27,730Net Assets 2019: $282,9462019Assets 2020: $355,970Liabilities 2020: $20,135Net Assets 2020: $335,8352020Assets 2021: $416,225Liabilities 2021: $30,973Net Assets 2021: $385,2522021Assets 2022: $441,053Liabilities 2022: $21,500Net Assets 2022: $419,5532022Assets 2023: $474,158Liabilities 2023: $29,359Net Assets 2023: $444,7992023Assets 2024: $532,064Liabilities 2024: $67,602Net Assets 2024: $464,4622024

Highlighted filing

2024

Assets$532,064
Liabilities$67,602
Net Assets$464,462
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $291,935Expenses 2010: $284,982Net Income 2010: $6,9532010Expenses 2011: $295,2242011Expenses 2012: $326,5552012Revenue 2013: $307,068Expenses 2013: $292,863Net Income 2013: $14,2052013Revenue 2014: $308,847Expenses 2014: $273,727Net Income 2014: $35,1202014Revenue 2015: $307,829Expenses 2015: $305,742Net Income 2015: $2,0872015Revenue 2016: $318,411Expenses 2016: $292,101Net Income 2016: $26,3102016Revenue 2017: $345,294Expenses 2017: $340,798Net Income 2017: $4,4962017Revenue 2018: $363,551Expenses 2018: $328,452Net Income 2018: $35,0992018Revenue 2019: $371,189Expenses 2019: $380,032Net Income 2019: -$8,8432019Revenue 2020: $378,799Expenses 2020: $325,910Net Income 2020: $52,8892020Revenue 2021: $385,965Expenses 2021: $336,548Net Income 2021: $49,4172021Revenue 2022: $400,551Expenses 2022: $366,030Net Income 2022: $34,5212022Revenue 2023: $409,329Expenses 2023: $384,281Net Income 2023: $25,0482023Revenue 2024: $417,209Expenses 2024: $375,389Net Income 2024: $41,8202024

Highlighted filing

2024

Revenue$417,209
Expenses$375,389
Net Income$41,820
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$532,064
Liabilities
$67,602
Net assets
$464,462
Revenue
$417,209
Expenses
$375,389
Net income
$41,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.68$4.64$4.17$3.75$0.42
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.29$4.45$4.09$3.84$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.41$0.22$4.20$4.01$3.66$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.16$0.31$3.85$3.86$3.37$0.49
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.20$3.36$3.79$3.26$0.53
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.28$2.83$3.71$3.80$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.30$2.92$3.64$3.28$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.16$2.57$3.45$3.41$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.20$2.52$3.18$2.92$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.21$2.26$3.08$3.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.14$2.24$3.09$2.74$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$0.13$1.89$3.07$2.93$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.11$1.74$3.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.15$2.00$2.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.19$1.99$2.92$2.85$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$417,209
Mission and Program Overview

Mission

To provide dental and vision benefits and a legal service plan to members and their dependents.

To provide dental, vision and legal service plan benefits to members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$319,848$376,030▲ $56,182
Savings and Temporary Cash Investments$154,310$156,034▲ $1,724
Total Assets$474,158$532,064▲ $57,906
Liabilities
Other Liabilities$33,016$39,602▲ $6,586
Accounts Payable and Accrued Expenses$18,500$28,000▲ $9,500
Total Liabilities$51,516$67,602▲ $16,086
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$422,642$464,462▲ $41,820
Total Net Assets Fund Balance$422,642$464,462▲ $41,820
Total Liabilities and Net Assets / Fund Balance$474,158$532,064▲ $57,906
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Thomas BeckChairpersonPT$6,644$6,644
Allison JacobsTrustee-$350$350
Jane WalsTrustee-$350$350
Marcia BeanTrustee-$350$350
Sara BagwellTrustee-$350$350
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$415,485
Investment Income
$1,724
Other Revenue
$0
Change in Net Assets
$41,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,257
Salaries, Compensation, and Employee Benefits$8,044
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$333,088
Fees for Services Other---$18,377
Fees for Services Accounting---$15,000
Current Officers, Directors, Trustees, and Key Employees---$8,044
Insurance---$600
Office Expenses---$280
Total Functional Expenses$0$0$0$375,389
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Claims Payable$39,602
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The association has no committees other than the trustees.”

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

“When the form 990 has been prepared, reviewed by management, and is ready to be filed with the internal revenue service, a copy of the form 990 is provided to all board members for review and comment prior to submission. All questions and comments are addressed until the return is finalized and approved for filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 990 available for public inspection as required under section 6104 of the internal revenue code. The return is posted on guidestar.org and similar websites. In addition, the financial statements, form 990 and bylaws may be made available upon written request at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Pelham Teachers Association Trust Fund
EIN
13-3124411
Phone
2039493230
Address
PO BOX 5817, WALLINGFORD, CT 06492

Signing Officer

Name
Thomas Beck
Title
Chairperson
Phone
2039493230
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Beck
Formed
1985
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
32 FOSTERTOWN ROAD, NEWBURGH, NY 12550
Preparer
Tracy L Badgley
Phone
8455655400
Supplemental Narrative

Additional Explanations

Form 900, Part V, Line 1A

“The organization's third party administrator, zenith american solutions, id # 52-1590516, files forms 1096 and 1099 on behalf of the organization. Therefore, pelham teachers association trust fund did not individually file forms 1096 and 1099. Zenith american solutions filed form 1099 for approximately 27 providers and others on the organization's behalf.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Management has determined that the organization had no uncertain tax positions that would require financial statement recognition or disclosure. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization is no longer subject to examinations by the applicable taxing jurisdictions for tax years prior to june 30, 2020.”

Raw XML Appendix305 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028000
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0333088
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum02032848656
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5817
IRS990/BooksInCareOfDetail/USAddress/CityNm0WALLINGFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006492
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
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IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/CYInvestmentIncomeAmt01724
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IRS990/ExpenseAmt0375389
IRS990/FamilyOrBusinessRlnInd00
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IRS990/FeesForServicesAccountingGrp/TotalAmt015000
IRS990/FeesForServicesOtherGrp/TotalAmt018377
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IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS BECK
IRS990/Form990PartVIISectionAGrp/PersonNm1MARCIA BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SARA BAGWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLISON JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm4JANE WALS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06644
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0417209
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0600
IRS990/InvestmentIncomeGrp/ExclusionAmt01724
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01724
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt027
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED CLAIMS PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO JUNE 30, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S THIRD PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS, ID # 52-1590516, FILES FORMS 1096 AND 1099 ON BEHALF OF THE ORGANIZATION. THEREFORE, PELHAM TEACHERS ASSOCIATION TRUST FUND DID NOT INDIVIDUALLY FILE FORMS 1096 AND 1099. ZENITH AMERICAN SOLUTIONS FILED FORM 1099 FOR APPROXIMATELY 27 PROVIDERS AND OTHERS ON THE ORGANIZATION'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION HAS NO COMMITTEES OTHER THAN THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO SUBMISSION. ALL QUESTIONS AND COMMENTS ARE ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, FORM 990 AND BYLAWS MAY BE MADE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 900, PART V, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS BECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ZENITH AMERICAN SOLUTIONS
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
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ReturnHeader/ReturnTs02025-04-30T07:01:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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