Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Nycta-Atu 726 Education Fund Education Fund
990EZ • Fiscal year 2016 • EIN 13-4080108
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
85th percentile
Higher debt load relative to revenue than 85% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Balance Sheet
Assets
Down$354,640
Down $26,517 (-7.0%) from 2015
Net Assets
Down$349,640
Down $22,017 (-5.9%) from 2015
Liabilities
Down$5,000
Down $4,500 (-47%) from 2015
Revenue And Expenses
Revenue
Up$43,994
Up $1,339 (+3.1%) from 2015
Expenses
Up$66,011
Up $14,676 (+29%) from 2015
Net Income
Down-$22,017
Down $13,337 (-154%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Sep 27, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $43,994
Mission and Program Overview
Mission
To advance educational and career goals of eligible members
Program Services
| Description | Grants | Expenses |
|---|---|---|
| To advance educational and career goals of eligible members | $0 | $52,500 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Rhonda Hogan Brock | Trustee | - | $0 | - | - |
| DANIELLE BROGAN | Trustee | - | $0 | - | - |
| Daniel Cassella | Trustee | - | $0 | - | - |
| JOHN BONAVITA | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- NYCTA-ATU 726 Education Fund
- EIN
- 13-4080108
- Phone
- 6462522846
- Address
- 40 Yukon Ave, Staten Island, NY 10314
Signing Officer
- Name
- Danielle Brogan
- Title
- Trustee
- Phone
- 6462522846
- Signed
- 2017-09-27
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Rogoff & Company Pc
- Address
- 355 LEXINGTON AVENUE 6TH FLOOR, NEW YORK, NY 10017-6603
- Preparer
- Harry White
- Phone
- 2125575666
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Interest income. Amount: 719.”
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: Reimbursed administrative expense. Amount: 2,000.”
Form 990-EZ, Part I, Line 14
“Description: Depreciation. Amount: 5,272.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: FILING FEES. Amount: 125. Description: NYS Dept of Financial Service Audit. Amount: 3,036. Total to Form 990-EZ, line 16: 3,161.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Administrative expense receivable. Beg. of Year Amount: 2,000. End of Year Amount: 2,000. Description: Other Depreciable Assets. Beg. of Year Amount: 15,814. End of Year Amount: 10,542.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Accrued expenses. Beg. of Year Amount: 9,500. End of Year Amount: 5,000.”
Raw XML Appendix175 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 52500 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Fund |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7186985088 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 40 Yukon Avenue |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | staten island |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 10314 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 363343 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 342098 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 41275 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -22017 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5078 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 381157 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 354640 |
| IRS990EZ/GrossReceiptsAmt | 0 | 43994 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 719 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 371657 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 349640 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 371657 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 349640 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5272 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.10 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Rhonda Hogan Brock |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DANIELLE BROGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Daniel Cassella |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOHN BONAVITA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 17814 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 12542 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3161 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2000 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To advance educational and career goals of eligible members |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | To advance educational and career goals of eligible members |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 52500 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9500 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5000 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 66011 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 52500 |
| IRS990EZ/TotalRevenueAmt | 0 | 43994 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | n/a |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 41275 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 39925 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 38900 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 38475 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37100 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 195675 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 719 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 730 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 767 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 983 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1236 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4435 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.97780 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.97750 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 195675 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 41275 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 39925 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 38900 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 38475 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 37100 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 195675 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 200110 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest income. Amount: 719. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Reimbursed administrative expense. Amount: 2,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Depreciation. Amount: 5,272. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: FILING FEES. Amount: 125. Description: NYS Dept of Financial Service Audit. Amount: 3,036. Total to Form 990-EZ, line 16: 3,161. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Administrative expense receivable. Beg. of Year Amount: 2,000. End of Year Amount: 2,000. Description: Other Depreciable Assets. Beg. of Year Amount: 15,814. End of Year Amount: 10,542. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Description: Accrued expenses. Beg. of Year Amount: 9,500. End of Year Amount: 5,000. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Danielle Brogan |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6462522846 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-09-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NYCTA-ATU 726 Education Fund |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | EDUCATION FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NYCT |
| ReturnHeader/Filer/EIN | 0 | 134080108 |
| ReturnHeader/Filer/PhoneNum | 0 | 6462522846 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 40 Yukon Ave |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Staten Island |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 10314 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 12F991E81BA260A3B3A870361A84B5A7E1ECD554 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.136.113.242 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-09-27 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:28:03 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 132688836 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROGOFF & COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 355 LEXINGTON AVENUE 6TH FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEW YORK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 100176603 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2125575666 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HARRY WHITE |
| ReturnHeader/ReturnTs | 0 | 2017-10-19T12:58:34-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $354,640
- Liabilities
- $5,000
- Net assets
- $349,640
- Revenue
- $43,994
- Expenses
- $66,011
- Net income
- -$22,017