Civic Intelligence

Dobbs Ferry United Teachers Welfare Fund

EIN 13-6702467 • 501(c)9 • Dobbs Ferry, NY

Profile

PROVIDE HEALTH BENEFITS

Dobbs Ferry Hs 505 BroadwayDobbs Ferry, NY 10522

n/A

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.09x

Higher debt load relative to assets than 62% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.19x

Higher debt load relative to revenue than 72% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Source year 2024

Net Margin

55th percentile

11%

Higher net margin than 55% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$4,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

NTEE E • $500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

9.9%

Faster asset growth than 61% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.3%

Faster revenue growth than 39% of similar nonprofits.

NTEE E • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$959,760

Up $86,696 (+9.9%) from 2023

Liabilities

Up

$82,693

Up $18,926 (+30%) from 2023

Net Assets

Up

$877,067

Up $67,770 (+8.4%) from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin55th percentile

Revenue

Up

$441,149

Up $5,493 (+1.3%) from 2023

Expenses

Down

$394,395

Down $15,968 (-3.9%) from 2023

Net Income

Up

$46,754

Up $21,461 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$1.0M$500K$0Assets 2010: $262,858Liabilities 2010: $76,525Net Assets 2010: $186,3332010Assets 2011: $266,699Liabilities 2011: $74,119Net Assets 2011: $192,5802011Assets 2012: $269,634Liabilities 2012: $72,022Net Assets 2012: $197,6122012Assets 2013: $347,547Liabilities 2013: $62,186Net Assets 2013: $285,3612013Assets 2014: $390,171Liabilities 2014: $65,873Net Assets 2014: $324,2982014Assets 2015: $441,770Liabilities 2015: $67,208Net Assets 2015: $374,5622015Assets 2016: $476,875Liabilities 2016: $67,902Net Assets 2016: $408,9732016Assets 2017: $568,506Liabilities 2017: $84,543Net Assets 2017: $483,9632017Assets 2018: $626,630Liabilities 2018: $45,845Net Assets 2018: $580,7852018Assets 2019: $718,916Liabilities 2019: $54,644Net Assets 2019: $664,2722019Assets 2020: $836,630Liabilities 2020: $42,192Net Assets 2020: $794,4382020Assets 2021: $920,602Liabilities 2021: $77,331Net Assets 2021: $843,2712021Assets 2022: $859,811Liabilities 2022: $79,450Net Assets 2022: $780,3612022Assets 2023: $873,064Liabilities 2023: $63,767Net Assets 2023: $809,2972023Assets 2024: $959,760Liabilities 2024: $82,693Net Assets 2024: $877,0672024

Highlighted filing

2024

Assets$959,760
Liabilities$82,693
Net Assets$877,067
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$600K$400K$200K$0Revenue 2010: $350,240Expenses 2010: $308,996Net Income 2010: $41,2442010Expenses 2011: $337,2632011Revenue 2012: $344,608Expenses 2012: $339,675Net Income 2012: $4,9332012Expenses 2013: $284,1392013Revenue 2014: $367,049Expenses 2014: $320,847Net Income 2014: $46,2022014Revenue 2015: $367,793Expenses 2015: $321,110Net Income 2015: $46,6832015Revenue 2016: $364,237Expenses 2016: $334,850Net Income 2016: $29,3872016Revenue 2017: $384,161Expenses 2017: $307,763Net Income 2017: $76,3982017Revenue 2018: $368,355Expenses 2018: $321,517Net Income 2018: $46,8382018Revenue 2019: $402,687Expenses 2019: $330,202Net Income 2019: $72,4852019Revenue 2020: $421,429Expenses 2020: $304,847Net Income 2020: $116,5822020Revenue 2021: $424,392Expenses 2021: $358,724Net Income 2021: $65,6682021Revenue 2022: $426,651Expenses 2022: $424,491Net Income 2022: $2,1602022Revenue 2023: $435,656Expenses 2023: $410,363Net Income 2023: $25,2932023Revenue 2024: $441,149Expenses 2024: $394,395Net Income 2024: $46,7542024

Highlighted filing

2024

Revenue$441,149
Expenses$394,395
Net Income$46,754
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$959,760
Liabilities
$82,693
Net assets
$877,067
Revenue
$441,149
Expenses
$394,395
Net income
$46,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.60$0.83$8.77$4.41$3.94$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.73$0.64$8.09$4.36$4.10$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$0.79$7.80$4.27$4.24$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.21$0.77$8.43$4.24$3.59$0.66
2020Summary only. Only limited summary data is available for this year.$8.37$0.42$7.94$4.21$3.05$1.17
2019Summary only. Only limited summary data is available for this year.$7.19$0.55$6.64$4.03$3.30$0.72
2018Summary only. Only limited summary data is available for this year.$6.27$0.46$5.81$3.68$3.22$0.47
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$0.85$4.84$3.84$3.08$0.76
2016Detailed filing. Detailed filing data is available for this year.$4.77$0.68$4.09$3.64$3.35$0.29
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.67$3.75$3.68$3.21$0.47
2014Detailed filing. Detailed filing data is available for this year.$3.90$0.66$3.24$3.67$3.21$0.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.62$2.85$2.84
2012Summary only. Only limited summary data is available for this year.$2.70$0.72$1.98$3.45$3.40$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.74$1.93$3.37
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.77$1.86$3.50$3.09$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$627,952
Mission and Program Overview

Mission

The fund shall be used for the purpose of providing health and welfare benefits to covered participants and eligible dependents.

To provide benefit programs to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$809,297$877,067▲ $67,770
Investments in Publicly Traded Securities$670,665$580,536▼ $90,129
Cash and Non-Interest-Bearing Accounts$195,399$357,473▲ $162,074
Savings and Temporary Cash Investments$2,412$16,685▲ $14,273
Accounts Receivable$2,963$3,441▲ $478
Prepaid Expenses and Deferred Charges$1,625$1,625→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$873,064$959,760▲ $86,696
Liabilities
Deferred Revenue$62,595$67,223▲ $4,628
Accounts Payable and Accrued Expenses$1,172$15,470▲ $14,298
Total Liabilities$63,767$82,693▲ $18,926
Net Assets / Fund Balance
Total Net Assets Fund Balance$809,297$877,067▲ $67,770
Total Liabilities and Net Assets / Fund Balance$873,064$959,760▲ $86,696
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Karen LaporteCo-chair$4,000$4,000
Kristin Colsey BradfordFormer Trustee$2,500$2,500
Stephanie GonzalezCo-chair$1,000$1,000
Adrienne BellTrustee$599$599
Frank FerriTrustee$599$599
Maria AddonaTrustee$599$599
Theresa BellaviaTrustee$599$599

Board Members and Trustees

NameTitle
Danielle HuyterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$437,543
Investment Income
$3,606
Other Revenue
$0
Change in Net Assets
$46,754

Audited Revenue Reconciliation

Revenue per Audited Statements
$437,402
Revenue Not Reported on Financial Statements
$3,747
Revenue Not Reported on Form 990
$21,016
Total Revenue per Audited Statements
$458,418
Total Revenue per Form 990
$441,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,157
Salaries, Compensation, and Employee Benefits$9,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$344,342
Fees for Services Accounting---$17,500
Fees for Services Other---$11,533
Current Officers, Directors, Trustees, and Key Employees---$9,896
Fees for Services Legal---$6,500
Fees for Service Investment Mgmnt Fees---$3,747
Insurance---$677
Office Expenses---$200
Total Functional Expenses$0$0$0$394,395

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$394,395
Expenses per Audited Statements$390,648
Total Expenses per Audited Statements$390,648
Expenses Not Reported on Financial Statements$3,747
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
Yes
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 6

“The organization has participants.”

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

“The organization did not have any committees with authority to act on behalf of the governing board.”

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

“The form 990 is reviewed by the board of trustees prior to its filing.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents, and financial statements available to the public upon request and they can be examined at the organization office.”

Filing and Contact Details

Filer

Filer Name
Dobbs Ferry United Teachers Welfare Fund
EIN
13-6702467
Phone
9146931500
Address
DOBBS FERRY HS 505 BROADWAY, DOBBS FERRY, NY 10522

Signing Officer

Name
Karen Laporte
Title
Trustee
Phone
9146931500
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Laporte
Formed
1975
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
1 PENN PLAZA SUITE 3200, NEW YORK, NY 10119
Preparer
Matthew Simon
Phone
2126955003
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's process for overseeing the audit of its financial statements and for its selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the fund, and has concluded that as of june 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Employee benefit plans are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress for the fund. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix327 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01172
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015470
IRS990/AccountsReceivableGrp/BOYAmt02963
IRS990/AccountsReceivableGrp/EOYAmt03441
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE BENEFIT PROGRAMS TO ELIGIBLE PARTICIPANTS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0344342
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09146931500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0DOBBS FERRY HS 505 BROADWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0DOBBS FERRY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010522
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IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0195399
IRS990/CashNonInterestBearingGrp/EOYAmt0357473
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09896
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0344342
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03606
IRS990/CYOtherExpensesAmt040157
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IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
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IRS990/DeferredRevenueGrp/EOYAmt067223
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt017500
IRS990/FeesForServicesLegalGrp/TotalAmt06500
IRS990/FeesForServicesOtherGrp/TotalAmt011533
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03747
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN LAPORTE
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2KRISTIN COLSEY BRADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm3THERESA BELLAVIA
IRS990/Form990PartVIISectionAGrp/PersonNm4ADRIENNE BELL
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK FERRI
IRS990/Form990PartVIISectionAGrp/PersonNm6MARIA ADDONA
IRS990/Form990PartVIISectionAGrp/PersonNm7DANIELLE HUYTER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4599
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5599
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0627952
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt021016
IRS990/NondeductibleContributionsInd00
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1RETIREE PARTICIPANTS
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt031453
IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0435656
IRS990/ReconcilationRevenueExpnssAmt046754
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0809297
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0877067
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016685
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03747
IRS990ScheduleD/ExpensesSubtotalAmt0390648
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03747
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03747
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021016
IRS990ScheduleD/RevenueNotReportedAmt021016
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03747
IRS990ScheduleD/RevenueSubtotalAmt0437402
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE FUND. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0394395
IRS990ScheduleD/TotalRevenuePerForm990Amt0441149
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0458418
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0390648
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THEY CAN BE EXAMINED AT THE ORGANIZATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR ITS SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0873064
IRS990/TotalAssetsEOYAmt0959760
IRS990/TotalAssetsGrp/BOYAmt0873064
IRS990/TotalAssetsGrp/EOYAmt0959760
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0394395
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063767
IRS990/TotalLiabilitiesEOYAmt082693
IRS990/TotalLiabilitiesGrp/BOYAmt063767
IRS990/TotalLiabilitiesGrp/EOYAmt082693
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0809297
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0877067
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0437543
IRS990/TotalReportableCompFromOrgAmt09896
IRS990/TotalRevenueGrp/ExclusionAmt03606
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0437543
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0441149
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0873064
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0959760
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0DOBBS FERRY HS 505 BROADWAY
IRS990/USAddress/CityNm0DOBBS FERRY
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010522
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0DFSD.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN LAPORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09146931500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DOBBS FERRY UNITED TEACHERS WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0DOBB
ReturnHeader/Filer/EIN0136702467
ReturnHeader/Filer/PhoneNum09146931500
ReturnHeader/Filer/USAddress/AddressLine1Txt0DOBBS FERRY HS 505 BROADWAY
ReturnHeader/Filer/USAddress/CityNm0DOBBS FERRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010522
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PENN PLAZA SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW SIMON
ReturnHeader/ReturnTs02025-05-13T09:12:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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