Civic Intelligence

Valhalla Teachers Assn Benefit Fund

990 • Fiscal year 2017 • EIN 13-7051713

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 25, 2017

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

72nd percentile

0.00x

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

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.00x

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

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-7.2%

Higher net margin than 21% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$6,588

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • NTEE J40 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-7.5%

Faster asset growth than 22% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

7.7%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • NTEE J40 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$399,768

Down $32,583 (-7.5%) from 2016

Net Assets

Down

$399,768

Down $32,583 (-7.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin21st percentile

Revenue

Up

$452,267

Up $32,200 (+7.7%) from 2016

Expenses

Up

$484,850

Up $53,408 (+12%) from 2016

Net Income

Down

-$32,583

Down $21,208 (-186%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2017

Assets$399,768
Liabilities$0
Net Assets$399,768
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$452,267
Expenses$484,850
Net Income-$32,583
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$452,267
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$432,351$399,768▼ $32,583
Savings and Temporary Cash Investments$431,766$397,222▼ $34,544
Cash and Non-Interest-Bearing Accounts$585$2,546▲ $1,961
Total Assets$432,351$399,768▼ $32,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$432,351$399,768▼ $32,583
Total Liabilities and Net Assets / Fund Balance$432,351$399,768▼ $32,583
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
Karen MartinoAdministrator$6,588$6,588
Cayne LetiziaSecretary$400$400
Kimberly WalshChairperson$400$400
Janet MonacoTrustee$300$300
Nancy BakerTrustee$300$300
Sandro ProsperinoTrustee$300$300

Board Members and Trustees

NameTitle
Steven ReichEx-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$452,103
Investment Income
$164
Other Revenue
$0
Change in Net Assets
$-32,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,288
Other Expenses$3,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$473,562--$473,562
Current Officers, Directors, Trustees, and Key Employees-$8,288-$8,288
Fees for Services Accounting-$2,000-$2,000
Office Expenses-$522-$522
Conferences and Meetings-$328-$328
Other Expenses-$150-$150
Total Functional Expenses$473,562$11,288$0$484,850
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
2017-09-25
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 Appendix312 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/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.146.192.204
ReturnHeader/FilingSecurityInformation/IPDt02017-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:58:42
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/PreparationDt02017-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A LA GROTTE
ReturnHeader/ReturnTs02017-09-25T07:58:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,768
Liabilities
$0
Net assets
$399,768
Revenue
$452,267
Expenses
$484,850
Net income
-$32,583
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)5 • <$500k nonprofits