Civic Intelligence

Boces Teacher Association Benefit Trust

EIN 13-7091101 • 501(c)9 • Rye, NY

Rye, NY
Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.03x

Higher debt load relative to revenue than 64% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

53rd percentile

15%

Higher net margin than 53% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$19,895

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

7.4%

Faster revenue growth than 48% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,033,899

Up $89,169 (+9.4%) from 2023

Liabilities

Up

$13,000

Up $11,879 (+1060%) from 2023

Net Assets

Up

$1,020,899

Up $77,290 (+8.2%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin53rd percentile

Revenue

Up

$412,778

Up $28,551 (+7.4%) from 2023

Expenses

Up

$352,256

Up $17,200 (+5.1%) from 2023

Net Income

Up

$60,522

Up $11,351 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $580,339Liabilities 2012: $51,898Net Assets 2012: $528,4412012Assets 2013: $581,064Liabilities 2013: $37,280Net Assets 2013: $543,7842013Assets 2014: $590,026Liabilities 2014: $18,375Net Assets 2014: $571,6512014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $366,585Liabilities 2016: $14,262Net Assets 2016: $352,3232016Assets 2017: $289,338Liabilities 2017: $7,151Net Assets 2017: $282,1872017Assets 2018: $345,114Liabilities 2018: $6,223Net Assets 2018: $338,8912018Assets 2019: $448,909Liabilities 2019: $1,232Net Assets 2019: $447,6772019Assets 2020: $604,310Liabilities 2020: $1,265Net Assets 2020: $603,0452020Assets 2021: $820,555Liabilities 2021: $14,130Net Assets 2021: $806,4252021Assets 2022: $925,155Liabilities 2022: $33,439Net Assets 2022: $891,7162022Assets 2023: $944,730Liabilities 2023: $1,121Net Assets 2023: $943,6092023Assets 2024: $1,033,899Liabilities 2024: $13,000Net Assets 2024: $1,020,8992024

Highlighted filing

2024

Assets$1,033,899
Liabilities$13,000
Net Assets$1,020,899
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $494,540Expenses 2012: $479,339Net Income 2012: $15,2012012Revenue 2013: $480,025Expenses 2013: $464,684Net Income 2013: $15,3412013Revenue 2014: $424,451Expenses 2014: $465,136Net Income 2014: -$40,6852014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $382,148Expenses 2016: $475,750Net Income 2016: -$93,6022016Revenue 2017: $380,074Expenses 2017: $467,287Net Income 2017: -$87,2132017Revenue 2018: $371,584Expenses 2018: $308,048Net Income 2018: $63,5362018Revenue 2019: $396,273Expenses 2019: $292,268Net Income 2019: $104,0052019Revenue 2020: $416,228Expenses 2020: $272,130Net Income 2020: $144,0982020Revenue 2021: $452,255Expenses 2021: $263,912Net Income 2021: $188,3432021Revenue 2022: $468,104Expenses 2022: $288,674Net Income 2022: $179,4302022Revenue 2023: $384,227Expenses 2023: $335,056Net Income 2023: $49,1712023Revenue 2024: $412,778Expenses 2024: $352,256Net Income 2024: $60,5222024

Highlighted filing

2024

Revenue$412,778
Expenses$352,256
Net Income$60,522
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,033,899
Liabilities
$13,000
Net assets
$1,020,899
Revenue
$412,778
Expenses
$352,256
Net income
$60,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.01$1.02$0.41$0.35$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.38$0.34$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.89$0.47$0.29$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.01$0.81$0.45$0.26$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.42$0.27$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.40$0.29$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.01$0.34$0.37$0.31$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.01$0.28$0.38$0.47$0.09
2016Summary only. Only limited summary data is available for this year.$0.37$0.01$0.35$0.38$0.48$0.09
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.59$0.02$0.57$0.42$0.47$0.04
2013Summary only. Only limited summary data is available for this year.$0.58$0.04$0.54$0.48$0.46$0.02
2012Summary only. Only limited summary data is available for this year.$0.58$0.05$0.53$0.49$0.48$0.02
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
$1,120,416
Mission and Program Overview

Mission

The fund provides dental, vision, life, legal services, and disability benefits to covered employees.

The fund provides dental, life, legal services and disability benefits to active participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$943,541$1,020,899▲ $77,358
Savings and Temporary Cash Investments$740,140$779,792▲ $39,652
Investments in Publicly Traded Securities$204,522$254,107▲ $49,585
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$944,662$1,033,899▲ $89,237
Liabilities
Accounts Payable and Accrued Expenses$1,121$13,000▲ $11,879
Total Liabilities$1,121$13,000▲ $11,879
Net Assets / Fund Balance
Total Net Assets Fund Balance$943,541$1,020,899▲ $77,358
Total Liabilities and Net Assets / Fund Balance$944,662$1,033,899▲ $89,237
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleBaseOtherTotal
Eileen McgarveyTrustee$200$19,695$19,895
Stacey DipaolaTreasurer/trustee$2,750$6,619$9,369
Melissa BarretoChairperson$6,500-$6,500
Susan CarforoSecretary/trustee$2,750-$2,750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$387,644
Investment Income
$25,134
Other Revenue
$0
Change in Net Assets
$60,522

Audited Revenue Reconciliation

Revenue per Audited Statements
$410,020
Revenue Not Reported on Financial Statements
$2,758
Revenue Not Reported on Form 990
$16,836
Total Revenue per Audited Statements
$426,856
Total Revenue per Form 990
$412,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,761
Salaries, Compensation, and Employee Benefits$12,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$309,295
Fees for Services Accounting---$13,000
Current Officers, Directors, Trustees, and Key Employees---$12,200
Fees for Services Other---$11,544
Fees for Service Investment Mgmnt Fees---$2,758
Conferences and Meetings---$1,815
Insurance---$1,050
Information Technology---$300
Office Expenses---$294
Total Functional Expenses$0$0$0$352,256

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$352,256
Expenses per Audited Statements$349,498
Total Expenses per Audited Statements$349,498
Expenses Not Reported on Financial Statements$2,758
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 fund has participants.”

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

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

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

“The form 990 is prepared by the fund's independent auditor and is reviewed by the board of trustees before it is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request for examination at the fund office.”

Filing and Contact Details

Filer

Filer Name
Boces Teachers Association Benefit Trust
EIN
13-7091101
Phone
9149976591
Address
PO BOX 276, RYE, NY 10580

Signing Officer

Name
Melissa Barreto
Title
Chairperson
Phone
9149976591
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Barreto
Formed
1996
Legal Domicile
Ny
Voting Board Members
4
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
2124865500
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 Appendix330 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/BOYAmt01121
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FUND PROVIDES DENTAL, LIFE, LEGAL SERVICES AND DISABILITY BENEFITS TO ACTIVE PARTICIPANTS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0309295
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELISSA BARRETO
IRS990/BooksInCareOfDetail/PhoneNum09149976591
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 276
IRS990/BooksInCareOfDetail/USAddress/CityNm0RYE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010580
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012200
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt01815
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0309295
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025134
IRS990/CYOtherExpensesAmt030761
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0387644
IRS990/CYRevenuesLessExpensesAmt060522
IRS990/CYSalariesCompEmpBnftPaidAmt012200
IRS990/CYTotalExpensesAmt0352256
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0412778
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE DENTAL, LIFE, LEGAL SERVICES, AND DISABILITY BENEFITS TO PARTICIPANTS OF THE FUND.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013000
IRS990/FeesForServicesOtherGrp/TotalAmt011544
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02758
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MELISSA BARRETO
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN CARFORO
IRS990/Form990PartVIISectionAGrp/PersonNm2STACEY DIPAOLA
IRS990/Form990PartVIISectionAGrp/PersonNm3EILEEN MCGARVEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt06500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26619
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt319695
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-3904
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0703734
IRS990/GrossReceiptsAmt01120416
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0300
IRS990/InsuranceGrp/TotalAmt01050
IRS990/InvestmentIncomeGrp/ExclusionAmt029038
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029038
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0204522
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0254107
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0707638
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND PROVIDES DENTAL, LIFE, LEGAL SERVICES, AND DISABILITY BENEFITS TO COVERED EMPLOYEES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0943541
IRS990/NetAssetsOrFundBalancesEOYAmt01020899
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016836
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0294
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MELISSA BARRETO
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS- EMPLOYE
IRS990/ProgramServiceRevenueGrp/Desc1CONTRIBUTIONS- PARTICI
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0384013
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt060522
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01020899
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0740140
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0779792
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02758
IRS990ScheduleD/ExpensesSubtotalAmt0349498
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02758
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02758
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016836
IRS990ScheduleD/RevenueNotReportedAmt016836
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02758
IRS990ScheduleD/RevenueSubtotalAmt0410020
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/TotalExpensesPerForm990Amt0352256
IRS990ScheduleD/TotalRevenuePerForm990Amt0412778
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0426856
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0349498
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT AUDITOR AND IS REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR EXAMINATION AT THE FUND 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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOCES TEACHERS ASSOCIATION 2ND DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BOARD OF EDUCATION OF THE BOCES SOUTHERN WESTCHESTER DISTRICT #2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237365746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPRESENT MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 276
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RYE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010580
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0944662
IRS990/TotalAssetsEOYAmt01033899
IRS990/TotalAssetsGrp/BOYAmt0944662
IRS990/TotalAssetsGrp/EOYAmt01033899
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0352256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01121
IRS990/TotalLiabilitiesEOYAmt013000
IRS990/TotalLiabilitiesGrp/BOYAmt01121
IRS990/TotalLiabilitiesGrp/EOYAmt013000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0943541
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01020899
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0387644
IRS990/TotalReportableCompFromOrgAmt012200
IRS990/TotalRevenueGrp/ExclusionAmt025134
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0387644
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0412778
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0944662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01033899
IRS990/TotReportableCompRltdOrgAmt026314
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 276
IRS990/USAddress/CityNm0RYE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010580
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.BOCESTA.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA BARRETO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum09149976591
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOCES TEACHERS ASSOCIATION BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOCE
ReturnHeader/Filer/EIN0137091101
ReturnHeader/Filer/PhoneNum09149976591
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 276
ReturnHeader/Filer/USAddress/CityNm0RYE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010580
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/PhoneNum02124865500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW SIMON
ReturnHeader/ReturnTs02025-05-12T13:30:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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