Civic Intelligence

Valhalla Teachers Assn Benefit Fund

990 • Fiscal year 2022 • EIN 13-7051713

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 14, 2022

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

76th percentile

0.00x

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

2022 filings • NTEE J40 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.00x

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

2022 filings • NTEE J40 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-38%

Higher net margin than 6% of similar nonprofits.

2022 filings • NTEE J40 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$6,688

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2022 filings • NTEE J40 • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-38%

Faster asset growth than 6% of similar nonprofits.

2022 filings • NTEE J40 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-55%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • NTEE J40 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Flat

$181,784

Flat from 2022

Net Assets

Flat

$181,784

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin6th percentile

Revenue

Flat

$295,326

Flat from 2022

Expenses

Flat

$408,937

Flat from 2022

Net Income

Flat

-$113,611

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th 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 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

2022

Assets$181,784
Liabilities$0
Net Assets$181,784
Open 2022 Filing

Operations Trend

Revenue Growth1st 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 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

2022

Revenue$295,326
Expenses$408,937
Net Income-$113,611
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 14, 2022
Return Version
2021v4.1
Gross Receipts
$295,326
Mission and Program Overview

Mission

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$295,395$181,784▼ $113,611
Savings and Temporary Cash Investments$72,670$154,825▲ $82,155
Cash and Non-Interest-Bearing Accounts$222,725$26,959▼ $195,766
Total Assets$295,395$181,784▼ $113,611
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$295,395$181,784▼ $113,611
Total Liabilities and Net Assets / Fund Balance$295,395$181,784▼ $113,611
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
Karen MartinoAdministrator$6,688$6,688
Rich AustinPresident/Trustee$600$600

Board Members and Trustees

NameTitle
Laura KulersChairperson/Trustee
Tracey JacksonSecretary/Trustee
Caitlyn BrehmTrustee
Janet MonacoTrustee
John ChapetonTrustee
Marcia WilliamsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$295,308
Investment Income
$18
Other Revenue
$0
Change in Net Assets
$-113,611
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,688
Other Expenses$5,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$396,311--$396,311
Current Officers, Directors, Trustees, and Key Employees$6,688$0$0$6,688
Fees for Services Accounting$0$2,500$0$2,500
Fees for Services Management$0$1,900$0$1,900
Insurance$0$600$0$600
Other Expenses$0$585$0$585
Office Expenses$0$53$0$53
Total Functional Expenses$402,999$5,938$0$408,937
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
Yes
Audit committee
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
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
2022-10-14
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Jeffrey A La Grotte CPA PC
Address
75 White Plains Avenue, West Harrison, NY 10604
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 Appendix345 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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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0295395
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0181784
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 Columbus Avenue
IRS990/USAddress/CityNm0Valhalla
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010595
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Martino
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/PhoneNum09146835000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-14
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/PreparerFirmEIN0474003674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey A La Grotte CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 White Plains Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Harrison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09146296537
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey A La Grotte
ReturnHeader/ReturnTs02022-10-14T02:12:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Martino
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,784
Liabilities
$0
Net assets
$181,784
Revenue
$295,326
Expenses
$408,937
Net income
-$113,611
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
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.95$4.09$1.14
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