Civic Intelligence

Valhalla Teachers Assn Benefit Fund

990 • Fiscal year 2016 • EIN 13-7051713

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 14, 2016

Organization ProfileN/A
300 Columbus AvenueValhalla, NY 10595

(914) 683-5000

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.00x

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

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-2.7%

Higher net margin than 28% of similar nonprofits.

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Top Officer Pay

79th percentile

$6,588

Higher top officer pay than 79% of similar nonprofits.

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

2016 filings • NTEE J40 • <$500k nonprofits • Source year 2016

Asset Growth

28th percentile

-2.6%

Faster asset growth than 28% of similar nonprofits.

2016 filings • NTEE J40 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

45th percentile

1.4%

Faster revenue growth than 45% of similar nonprofits.

2016 filings • NTEE J40 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$432,351

Down $11,375 (-2.6%) from 2015

Net Assets

Down

$432,351

Down $11,375 (-2.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin28th percentile

Revenue

Up

$420,067

Up $5,940 (+1.4%) from 2015

Expenses

Down

$431,442

Down $3,951 (-0.9%) from 2015

Net Income

Up

-$11,375

Up $9,891 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2016

Assets$432,351
Liabilities$0
Net Assets$432,351
Open 2016 Filing

Operations Trend

Revenue Growth45th 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

2016

Revenue$420,067
Expenses$431,442
Net Income-$11,375
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 14, 2016
Return Version
2015v2.1
Gross Receipts
$420,067
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$443,726$432,351▼ $11,375
Savings and Temporary Cash Investments$431,699$431,766▲ $67
Cash and Non-Interest-Bearing Accounts$12,027$585▼ $11,442
Total Assets$443,726$432,351▼ $11,375
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$443,726$432,351▼ $11,375
Total Liabilities and Net Assets / Fund Balance$443,726$432,351▼ $11,375
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
Karen MartinoAdministrator$6,588$6,588

Board Members and Trustees

NameTitle
Kimberly WalshChairperson
Cayne LetiziaTrustee
Janet MonacoTrustee
Nancy BakerTrustee
Sandro ProsperinoTrustee
Steven ReichEx-officio
Laura KulersSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$419,816
Investment Income
$251
Other Revenue
$0
Change in Net Assets
$-11,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,588
Other Expenses$5,311
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$419,543--$419,543
Current Officers, Directors, Trustees, and Key Employees$0$6,588$0$6,588
Fees for Services Accounting$0$4,000$0$4,000
Other Expenses$0$750$0$750
Office Expenses$0$551$0$551
Total Functional Expenses$419,543$11,899$0$431,442
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

Filer Name
Valhalla Teachers Assn Benefit Fund
EIN
13-7051713
Phone
9146835000
Address
300 Columbus Avenue, Valhalla, NY 10595

Signing Officer

Name
Karen Martino
Title
Administrator
Phone
9146835000
Signed
2016-10-14
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Jeffrey A La Grotte CPA PC
Address
369 Columbus Avenue, West Harrison, NY 10604-2136
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 Appendix325 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/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MARTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09146835000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valhalla Teachers Assn Benefit Fund
ReturnHeader/Filer/BusinessNameControlTxt0VALH
ReturnHeader/Filer/EIN0137051713
ReturnHeader/Filer/PhoneNum09146835000
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Columbus Avenue
ReturnHeader/Filer/USAddress/CityNm0Valhalla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010595
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey A La Grotte CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0369 Columbus Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Harrison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0106042136
ReturnHeader/PreparerPersonGrp/PhoneNum09146296537
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A LA GROTTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-14T17:14:29-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$432,351
Liabilities
$0
Net assets
$432,351
Revenue
$420,067
Expenses
$431,442
Net income
-$11,375
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
2016Detailed filing. Detailed filing data is available for this year.$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