Civic Intelligence

Wallkill Teachers' Association Benefit Trust Fund

990 • Fiscal year 2022 • EIN 14-1726351

Oct 01, 2021 to Sep 30, 2022 • Filed on Dec 12, 2022

Organization ProfileN/A
PO Box 305Gardiner, NY 12525

(845) 256-1234

Siviq Scores

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

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.02x

Higher debt load relative to revenue than 58% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$6,250

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2022

Asset Growth

28th percentile

-14%

Faster asset growth than 28% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

57th percentile

1.9%

Faster revenue growth than 57% of similar nonprofits.

2022 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,184,194

Down $197,169 (-14%) from 2021

Net Assets

Down

$1,168,044

Down $6,891 (-0.6%) from 2021

Liabilities

Down

$16,150

Down $190,278 (-92%) from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin66th percentile

Revenue

Up

$779,303

Up $14,854 (+1.9%) from 2021

Expenses

Up

$693,552

Up $50,942 (+7.9%) from 2021

Net Income

Down

$85,751

Down $36,088 (-30%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $537,393Liabilities 2011: $2,623Net Assets 2011: $534,7702011Assets 2012: $631,188Liabilities 2012: $2,067Net Assets 2012: $629,1212012Assets 2013: $734,419Liabilities 2013: $5,026Net Assets 2013: $729,3932013Assets 2014: $723,752Liabilities 2014: $4,063Net Assets 2014: $719,6892014Assets 2015: $730,286Liabilities 2015: $4,703Net Assets 2015: $725,5832015Assets 2016: $733,111Liabilities 2016: $12,261Net Assets 2016: $720,8502016Assets 2017: $910,175Liabilities 2017: $171,461Net Assets 2017: $738,7142017Assets 2018: $786,812Liabilities 2018: $1,673Net Assets 2018: $785,1392018Assets 2019: $879,625Liabilities 2019: $5,089Net Assets 2019: $874,5362019Assets 2020: $1,105,387Liabilities 2020: $34,218Net Assets 2020: $1,071,1692020Assets 2021: $1,381,363Liabilities 2021: $206,428Net Assets 2021: $1,174,9352021Assets 2022: $1,184,194Liabilities 2022: $16,150Net Assets 2022: $1,168,0442022Assets 2023: $1,282,783Liabilities 2023: $17,067Net Assets 2023: $1,265,7162023Assets 2024: $1,508,197Liabilities 2024: $211,251Net Assets 2024: $1,296,9462024Assets 2025: $1,418,311Liabilities 2025: $215,508Net Assets 2025: $1,202,8032025

Highlighted filing

2022

Assets$1,184,194
Liabilities$16,150
Net Assets$1,168,044
Open 2022 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $644,621Expenses 2011: $569,040Net Income 2011: $75,5812011Revenue 2012: $676,537Expenses 2012: $582,186Net Income 2012: $94,3512012Revenue 2013: $663,572Expenses 2013: $563,300Net Income 2013: $100,2722013Revenue 2014: $603,084Expenses 2014: $612,788Net Income 2014: -$9,7042014Revenue 2015: $610,049Expenses 2015: $604,656Net Income 2015: $5,3932015Revenue 2016: $629,363Expenses 2016: $638,561Net Income 2016: -$9,1982016Revenue 2017: $657,289Expenses 2017: $631,421Net Income 2017: $25,8682017Revenue 2018: $690,612Expenses 2018: $632,487Net Income 2018: $58,1252018Revenue 2019: $721,978Expenses 2019: $649,822Net Income 2019: $72,1562019Revenue 2020: $757,846Expenses 2020: $573,233Net Income 2020: $184,6132020Revenue 2021: $764,449Expenses 2021: $642,610Net Income 2021: $121,8392021Revenue 2022: $779,303Expenses 2022: $693,552Net Income 2022: $85,7512022Revenue 2023: $796,320Expenses 2023: $706,651Net Income 2023: $89,6692023Revenue 2024: $822,416Expenses 2024: $835,166Net Income 2024: -$12,7502024Revenue 2025: $827,136Expenses 2025: $938,662Net Income 2025: -$111,5262025

Highlighted filing

2022

Revenue$779,303
Expenses$693,552
Net Income$85,751
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Dec 12, 2022
Return Version
2021v4.2
Gross Receipts
$809,209
Mission and Program Overview

Mission

To provide insurance benefit payments for members of the association via payments received from employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$745,444$851,237▲ $105,793
Accounts Receivable-$195,359-
Savings and Temporary Cash Investments$195,396$116,017▼ $79,379
Cash and Non-Interest-Bearing Accounts$438,326$20,044▼ $418,282
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,381,363$1,184,194▼ $197,169
Other Assets Total$2,197$1,537▼ $660
Liabilities
Other Liabilities$200,761$14,256▼ $186,505
Accounts Payable and Accrued Expenses$5,667$1,894▼ $3,773
Total Liabilities$206,428$16,150▼ $190,278
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,174,935$1,168,044▼ $6,891
Total Net Assets Fund Balance$1,174,935$1,168,044▼ $6,891
Total Liabilities and Net Assets / Fund Balance$1,381,363$1,184,194▼ $197,169

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$30,820$30,820
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathy WinterTreasurerPT$6,250$6,250

Board Members and Trustees

NameTitle
Kristine BoyleCo-chair
Stephanie BarnesCo-chair
Richard ShandsUnion President
Cyndee DeagostinoTrustee
Kerry BaxterTrustee
Leeann PazogaTrustee
Rebekah LeonardiTrustee
Richard LeopoldTrustee
Shawna ReynoldsTrustee
Teresa CustyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$766,248
Investment Income
$9,155
Other Revenue
$3,900
Change in Net Assets
$85,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$627,147--$627,147
Fees for Services Other$33,128--$33,128
Occupancy$4,050$4,050-$8,100
Fees for Service Investment Mgmnt Fees-$5,663-$5,663
Fees for Services Accounting$3,727$1,243-$4,970
Office Expenses$3,647$1,216-$4,863
Insurance$1,044$116-$1,160
Conferences and Meetings$444--$444
Other Expenses$285$295-$285
Fees for Services Legal$154$50-$204
Total Functional Expenses$679,689$13,863$0$693,552
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
Member Benefits Payable$14,256
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Reviewed by the trustees at their monthly meeting.”

Form 990, Part VI, Section B, Line 12C

“ROUTINE REVIEW.”

Form 990, Part VI, Section C, Line 19

“All documents available upon request.”

Filing and Contact Details

Filer

Filer Name
WALLKILL TEACHERS' ASSOCIATION BENEFIT
EIN
14-1726351
Phone
8452561234
Address
PO BOX 305, GARDINER, NY 12525

Signing Officer

Name
Kristine Boyle
Title
Co-chair
Phone
8452561234
Signed
2022-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristine Boyle
Formed
1990
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Foster & Schmalkuche Pc
Address
PO BOX 300, GARDINER, NY 12525
Preparer
Frederick W Schmalkuche
Phone
8452551813
Raw XML Appendix377 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/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt085751
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt03900
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0766248
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195396
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0116017
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030820
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030820
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt014256
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBER BENEFITS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt014256
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY THE TRUSTEES AT THEIR MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROUTINE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01381363
IRS990/TotalAssetsEOYAmt01184194
IRS990/TotalAssetsGrp/BOYAmt01381363
IRS990/TotalAssetsGrp/EOYAmt01184194
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013863
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0679689
IRS990/TotalFunctionalExpensesGrp/TotalAmt0693552
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0206428
IRS990/TotalLiabilitiesEOYAmt016150
IRS990/TotalLiabilitiesGrp/BOYAmt0206428
IRS990/TotalLiabilitiesGrp/EOYAmt016150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01174935
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01168044
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0679689
IRS990/TotalProgramServiceRevenueAmt0766248
IRS990/TotalReportableCompFromOrgAmt06250
IRS990/TotalRevenueGrp/ExclusionAmt013055
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0766248
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0779303
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01381363
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01184194
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 305
IRS990/USAddress/CityNm0GARDINER
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012525
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINE BOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08452561234
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLKILL TEACHERS' ASSOCIATION BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0141726351
ReturnHeader/Filer/PhoneNum08452561234
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 305
ReturnHeader/Filer/USAddress/CityNm0GARDINER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012525
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141650555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & SCHMALKUCHE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDINER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012525
ReturnHeader/PreparerPersonGrp/PhoneNum08452551813
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK W SCHMALKUCHE
ReturnHeader/ReturnTs02023-01-20T11:44:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KRISTINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOYLE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
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
$1,184,194
Liabilities
$16,150
Net assets
$1,168,044
Revenue
$779,303
Expenses
$693,552
Net income
$85,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.22$1.20$0.83$0.94$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.21$1.30$0.82$0.84$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.27$0.80$0.71$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.02$1.17$0.78$0.69$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.21$1.17$0.76$0.64$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.03$1.07$0.76$0.57$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.72$0.65$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.69$0.63$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.17$0.74$0.66$0.63$0.03
2016Summary only. Only limited summary data is available for this year.$0.73$0.01$0.72$0.63$0.64$0.01
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$0.73$0.61$0.60$0.01
2014Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.60$0.61$0.01
2013Summary only. Only limited summary data is available for this year.$0.73$0.01$0.73$0.66$0.56$0.10
2012Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.68$0.58$0.09
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.53$0.64$0.57$0.08