Civic Intelligence

Valhalla Teachers Assn Benefit Fund

990 • Fiscal year 2014 • EIN 13-7051713

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 09, 2015

Organization ProfileN/A
300 Columbus Avenue10595

(914) 683-5000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

29%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$5,445

Higher top officer pay than 37% of similar nonprofits.

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

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Asset Growth

96th percentile

57%

Faster asset growth than 96% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

43%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$465,992

Up $168,664 (+57%) from 2013

Net Assets

Up

$465,992

Up $168,664 (+57%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin91st percentile

Revenue

Up

$591,530

Up $179,220 (+43%) from 2013

Expenses

Up

$422,866

Up $7,202 (+1.7%) from 2013

Net Income

Up

$168,664

Up $172,018 (+5129%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$600K$400K$200K$0Assets 2011: $312,112Liabilities 2011: $0Net Assets 2011: $312,1122011Assets 2012: $330,688Liabilities 2012: $0Net Assets 2012: $330,6882012Assets 2013: $297,328Liabilities 2013: $0Net Assets 2013: $297,3282013Assets 2014: $465,992Liabilities 2014: $0Net Assets 2014: $465,9922014Assets 2015: $443,726Liabilities 2015: $0Net Assets 2015: $443,7262015Assets 2016: $432,351Liabilities 2016: $0Net Assets 2016: $432,3512016Assets 2017: $399,768Liabilities 2017: $0Net Assets 2017: $399,7682017Assets 2018: $367,859Liabilities 2018: $0Net Assets 2018: $367,8592018Assets 2019: $110,370Liabilities 2019: $0Net Assets 2019: $110,3702019Assets 2020: $25,349Liabilities 2020: $0Net Assets 2020: $25,3492020Assets 2021: $295,395Liabilities 2021: $0Net Assets 2021: $295,3952021Assets 2022: $181,784Liabilities 2022: $0Net Assets 2022: $181,7842022Assets 2023: $253,338Liabilities 2023: $0Net Assets 2023: $253,3382023Assets 2024: $317,927Liabilities 2024: $0Net Assets 2024: $317,9272024Assets 2025: $299,112Liabilities 2025: $0Net Assets 2025: $299,1122025

Highlighted filing

2014

Assets$465,992
Liabilities$0
Net Assets$465,992
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $457,709Expenses 2011: $443,645Net Income 2011: $14,0642011Revenue 2012: $405,180Expenses 2012: $386,604Net Income 2012: $18,5762012Revenue 2013: $412,310Expenses 2013: $415,664Net Income 2013: -$3,3542013Revenue 2014: $591,530Expenses 2014: $422,866Net Income 2014: $168,6642014Revenue 2015: $414,127Expenses 2015: $435,393Net Income 2015: -$21,2662015Revenue 2016: $420,067Expenses 2016: $431,442Net Income 2016: -$11,3752016Revenue 2017: $452,267Expenses 2017: $484,850Net Income 2017: -$32,5832017Revenue 2018: $449,717Expenses 2018: $481,626Net Income 2018: -$31,9092018Revenue 2019: $257,947Expenses 2019: $515,436Net Income 2019: -$257,4892019Revenue 2020: $446,494Expenses 2020: $531,526Net Income 2020: -$85,0322020Revenue 2021: $657,603Expenses 2021: $387,557Net Income 2021: $270,0462021Revenue 2022: $295,326Expenses 2022: $408,937Net Income 2022: -$113,6112022Revenue 2023: $510,039Expenses 2023: $438,485Net Income 2023: $71,5542023Revenue 2024: $526,310Expenses 2024: $461,721Net Income 2024: $64,5892024Revenue 2025: $561,965Expenses 2025: $580,780Net Income 2025: -$18,8152025

Highlighted filing

2014

Revenue$591,530
Expenses$422,866
Net Income$168,664
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 9, 2015
Return Version
2013v4.0
Gross Receipts
$591,530
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$297,328$465,992▲ $168,664
Savings and Temporary Cash Investments$296,800$464,413▲ $167,613
Cash and Non-Interest-Bearing Accounts$528$1,579▲ $1,051
Total Assets$297,328$465,992▲ $168,664
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$297,328$465,992▲ $168,664
Total Liabilities and Net Assets / Fund Balance$297,328$465,992▲ $168,664
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
Karen MartinoAdministrator$5,445$5,445

Board Members and Trustees

NameTitle
Janet MonacoTrustee
Kelly DohertyTrustee
Kimberly WalshTrustee
Sandro ProsperinoTrustee
Steven ReichEx-officio
Katherine AdamsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$589,661
Investment Income
$1,869
Other Revenue
$0
Change in Net Assets
$168,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,445
Other Expenses$4,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$413,000
Current Officers, Directors, Trustees, and Key Employees---$5,445
Fees for Services Legal---$2,500
Fees for Services Other---$1,200
Office Expenses---$561
Insurance---$125
Other Expenses---$35
Total Functional Expenses$0$0$0$422,866
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
Filing and Contact Details

Filer

EIN
13-7051713
Phone
9146835000

Signing Officer

Name
Karen Martino
Title
Administrator
Phone
9146835000
Signed
2015-11-09

Organization Details

Principal Officer
Karen Martino
Formed
1993
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
7

Preparer

Preparer
Jeffrey a La Grotte
Phone
9146296537
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The fund has participants.”

Pt VI, Line 8B

“The fund did not have any committee with authority to act on behalf of the board of trustees.”

Pt VI, Line 11B

“Federal Form 990 is reviewed and approved by the Trustees before filing.”

Pt VI, Line 19

“Upon request.”

Raw XML Appendix298 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
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IRS990/BenefitsToMembersGrp/TotalAmt0413000
IRS990/BooksInCareOfDetail/PersonNm0KAREN MARTINO
IRS990/BooksInCareOfDetail/PhoneNum09146835000
IRS990/BooksInCareOfDetail/USAddress/AddressLine10300 Columbus Avenue
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IRS990/Form990PartVIISectionAGrp/PersonNm0STEVEN REICH
IRS990/Form990PartVIISectionAGrp/PersonNm1SANDRO PROSPERINO
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHERINE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3KELLY DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm4KIMBERLY WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm5JANET MONACO
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN MARTINO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Ex-officio
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0591530
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01869
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide health and welfare benefits.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0297328
IRS990/NetAssetsOrFundBalancesEOYAmt0465992
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0561
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/TotalAmt035
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KAREN MARTINO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
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IRS990/ProgramServiceRevenueGrp/Desc1Participant contributions
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0556161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133500
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The fund has participants.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The fund did not have any committee with authority to act on behalf of the board of trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Federal Form 990 is reviewed and approved by the Trustees before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
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IRS990/USAddress/City0Valhalla
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode010595
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MARTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09146835000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10Valhalla Teachers Assn Benefit Fund
ReturnHeader/Filer/BusinessNameControlTxt0VALH
ReturnHeader/Filer/EIN0137051713
ReturnHeader/Filer/PhoneNum09146835000
ReturnHeader/Filer/USAddress/AddressLine10300 Columbus Avenue
ReturnHeader/Filer/USAddress/City0Valhalla
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010595
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jeffrey A La Grotte CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10356 Summit Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Mount Vernon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0105523004
ReturnHeader/PreparerPersonGrp/PhoneNum09146296537
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A LA GROTTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-09T09:42:31-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,992
Liabilities
$0
Net assets
$465,992
Revenue
$591,530
Expenses
$422,866
Net income
$168,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.99$0.00$2.99$5.62$5.81$0.19
2024Summary only. Only limited summary data is available for this year.$3.18$0.00$3.18$5.26$4.62$0.65
2023Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$5.10$4.38$0.72
2022Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$2.95$4.09$1.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$6.58$3.88$2.70
2020Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$4.46$5.32$0.85
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$2.58$5.15$2.57
2018Summary only. Only limited summary data is available for this year.$3.68$0.00$3.68$4.50$4.82$0.32
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$0.00$4.00$4.52$4.85$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$4.20$4.31$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$4.14$4.35$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$5.92$4.23$1.69
2013Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$4.12$4.16$0.03
2012Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$4.05$3.87$0.19
2011Summary only. Only limited summary data is available for this year.$3.12$0.00$3.12$4.58$4.44$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • $500k-$1M nonprofits