Civic Intelligence

Pine Bush Teachers Association Benefits Trust Fund

990 • Fiscal year 2017 • EIN 14-1710995

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
PO Box 900Pine Bush, NY 12566

(845) 744-8623

Siviq Scores

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

Liabilities / Assets

71st percentile

0.10x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.09x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,068,135

Up $116,169 (+12%) from 2016

Net Assets

Up

$957,573

Up $94,125 (+11%) from 2016

Liabilities

Up

$110,562

Up $22,044 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin69th percentile

Revenue

Up

$1,195,670

Up $41,094 (+3.6%) from 2016

Expenses

Down

$1,056,775

Down $57,862 (-5.2%) from 2016

Net Income

Up

$138,895

Up $98,956 (+248%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $598,413Liabilities 2011: $110,197Net Assets 2011: $488,2162011Assets 2012: $577,788Liabilities 2012: $77,690Net Assets 2012: $500,0982012Assets 2013: $694,297Liabilities 2013: $89,611Net Assets 2013: $604,6862013Assets 2014: $845,726Liabilities 2014: $73,481Net Assets 2014: $772,2452014Assets 2015: $920,062Liabilities 2015: $96,553Net Assets 2015: $823,5092015Assets 2016: $951,966Liabilities 2016: $88,518Net Assets 2016: $863,4482016Assets 2017: $1,068,135Liabilities 2017: $110,562Net Assets 2017: $957,5732017Assets 2018: $1,218,760Liabilities 2018: $130,849Net Assets 2018: $1,087,9112018Assets 2019: $1,385,698Liabilities 2019: $117,888Net Assets 2019: $1,267,8102019Assets 2020: $1,678,297Liabilities 2020: $124,493Net Assets 2020: $1,553,8042020Assets 2021: $2,272,952Liabilities 2021: $144,779Net Assets 2021: $2,128,1732021Assets 2022: $2,167,273Liabilities 2022: $137,147Net Assets 2022: $2,030,1262022Assets 2023: $2,495,490Liabilities 2023: $136,658Net Assets 2023: $2,358,8322023Assets 2024: $2,921,730Liabilities 2024: $150,139Net Assets 2024: $2,771,5912024Assets 2025: $3,244,128Liabilities 2025: $160,711Net Assets 2025: $3,083,4172025

Highlighted filing

2017

Assets$1,068,135
Liabilities$110,562
Net Assets$957,573
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $891,2422011Expenses 2012: $927,6752012Expenses 2013: $929,9422013Revenue 2014: $1,066,723Expenses 2014: $899,164Net Income 2014: $167,5592014Revenue 2015: $1,066,621Expenses 2015: $1,015,357Net Income 2015: $51,2642015Revenue 2016: $1,154,576Expenses 2016: $1,114,637Net Income 2016: $39,9392016Revenue 2017: $1,195,670Expenses 2017: $1,056,775Net Income 2017: $138,8952017Revenue 2018: $1,231,766Expenses 2018: $1,101,428Net Income 2018: $130,3382018Revenue 2019: $1,357,727Expenses 2019: $1,177,828Net Income 2019: $179,8992019Revenue 2020: $1,312,827Expenses 2020: $1,026,833Net Income 2020: $285,9942020Revenue 2021: $1,711,561Expenses 2021: $1,137,192Net Income 2021: $574,3692021Revenue 2022: $1,143,115Expenses 2022: $1,241,162Net Income 2022: -$98,0472022Revenue 2023: $1,574,560Expenses 2023: $1,245,854Net Income 2023: $328,7062023Revenue 2024: $1,836,970Expenses 2024: $1,424,211Net Income 2024: $412,7592024Revenue 2025: $1,834,449Expenses 2025: $1,522,623Net Income 2025: $311,8262025

Highlighted filing

2017

Revenue$1,195,670
Expenses$1,056,775
Net Income$138,895
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$1,272,074
Mission and Program Overview

Mission

Dental, optical and supplemental heathcare benefits trust fund

Dental and optical benefits trust fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$705,035$864,835▲ $159,800
Savings and Temporary Cash Investments$174,496$159,529▼ $14,967
Cash and Non-Interest-Bearing Accounts$34,409$33,155▼ $1,254
Prepaid Expenses and Deferred Charges$36,601$8,518▼ $28,083
Accounts Receivable-$873-
Land, Buildings, and Equipment, Net$950$750▼ $200
Total Assets$951,966$1,068,135▲ $116,169
Other Assets Total$475$475→ $0
Liabilities
Accounts Payable and Accrued Expenses$133,288$110,098▼ $23,190
Other Liabilities-$464-
Total Liabilities$133,288$110,562▼ $22,726
Net Assets / Fund Balance
Unrestricted Net Assets$818,678$957,573▲ $138,895
Total Net Assets Fund Balance$818,678$957,573▲ $138,895
Total Liabilities and Net Assets / Fund Balance$951,966$1,068,135▲ $116,169

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$750$3,034$3,784
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Carla McclaudTrustee
Chris PassudettiTrustee
Jamie BennettTrustee
John TobinTrustee
Kim WhiteTrustee
Megan FitzgeraldTrustee
Michelle PollackTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,088,114
Investment Income
$29,525
Other Revenue
$78,031
Change in Net Assets
$138,895
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,403
Salaries, Compensation, and Employee Benefits$4,554
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$976,818--$976,818
Fees for Services Accounting-$20,975-$20,975
Occupancy-$8,790-$8,790
Fees for Services Legal-$6,000-$6,000
Other Salaries and Wages-$4,150-$4,150
Insurance-$1,649-$1,649
Conferences and Meetings-$1,228-$1,228
All Other Expenses-$1,218-$1,218
Other Expenses-$950-$950
Office Expenses-$599-$599
Payroll Taxes-$404-$404
Depreciation Depletion-$200-$200
Total Functional Expenses$976,818$79,957$0$1,056,775
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$464
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“A review will be completed at our next meeting.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is available upon request to the fund office at po box 900 pine bush, ny 12566.”

Filing and Contact Details

Filer

Filer Name
Pine Bush Teachers Association
EIN
14-1710995
Phone
8457448623
Address
PO BOX 900, PINE BUSH, NY 12566

Signing Officer

Name
Carla Mcclaud
Title
Trustee
Phone
8457448623
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carla Mcclaud
Formed
1988
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
0
Employees
1

Preparer

Firm
Martin S Nowak Jr
Address
386 INGRASSIA RD, MIDDLETOWN, NY 10940
Preparer
Martin S Nowak Jr
Phone
8453444719
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A REVIEW WILL BE COMPLETED AT OUR NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE UPON REQUEST TO THE FUND OFFICE AT PO BOX 900 PINE BUSH, NY 12566.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/ReturnTs02017-11-13T10:28:38-05:00
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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
$1,068,135
Liabilities
$110,562
Net assets
$957,573
Revenue
$1,195,670
Expenses
$1,056,775
Net income
$138,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.24$0.16$3.08$1.83$1.52$0.31
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.15$2.77$1.84$1.42$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.14$2.36$1.57$1.25$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.14$2.03$1.14$1.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.14$2.13$1.71$1.14$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.12$1.55$1.31$1.03$0.29
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.12$1.27$1.36$1.18$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.13$1.09$1.23$1.10$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.11$0.96$1.20$1.06$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.09$0.86$1.15$1.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.10$0.82$1.07$1.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.07$0.77$1.07$0.90$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.09$0.60$0.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.08$0.50$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.11$0.49$0.89
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)9 • $1M-$5M nonprofits