Civic Intelligence

Webutuck Teachers Association Benefit Fund

EIN 14-1763657 • 501(c)5 • Amenia, NY

Profile

Employee benefits under a collective bargaining agreement

PO Box 400Amenia, NY 12501

n/A

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE J40 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE J40 • <$500k nonprofits • Source year 2024

Net Margin

27th percentile

-4.5%

Higher net margin than 27% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Source year 2024

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

NTEE J40 • <$500k nonprofits • Source year 2024

Asset Growth

27th percentile

-6.6%

Faster asset growth than 27% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

4.5%

Faster revenue growth than 59% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$113,535

Down $7,983 (-6.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$113,535

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue79th percentileNet Margin27th percentile

Revenue

Up

$176,630

Up $7,638 (+4.5%) from 2023

Expenses

Up

$184,613

Up $19,107 (+12%) from 2023

Net Income

Down

-$7,983

Down $11,469 (-329%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$150K$100K$50K$0Assets 2010: $94,285Net Assets 2010: $94,2852010Assets 2011: $103,963Net Assets 2011: $103,9632011Assets 2012: $100,283Net Assets 2012: $100,2832012Assets 2013: $97,599Net Assets 2013: $97,5992013Assets 2014: $93,026Net Assets 2014: $93,0262014Assets 2015: $85,079Liabilities 2015: $02015Assets 2016: $73,905Net Assets 2016: $73,9052016Assets 2017: $67,310Liabilities 2017: $0Net Assets 2017: $67,3102017Assets 2018: $66,256Liabilities 2018: $0Net Assets 2018: $66,2562018Assets 2019: $70,791Liabilities 2019: $0Net Assets 2019: $70,7912019Assets 2020: $92,375Liabilities 2020: $0Net Assets 2020: $92,3752020Assets 2021: $93,557Liabilities 2021: $0Net Assets 2021: $93,5572021Assets 2022: $118,032Liabilities 2022: $0Net Assets 2022: $118,0322022Assets 2023: $121,518Liabilities 2023: $02023Assets 2024: $113,535Liabilities 2024: $0Net Assets 2024: $113,5352024

Highlighted filing

2024

Assets$113,535
Liabilities$0
Net Assets$113,535
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $139,413Expenses 2010: $137,862Net Income 2010: $1,5512010Revenue 2011: $137,393Expenses 2011: $127,715Net Income 2011: $9,6782011Revenue 2012: $136,227Expenses 2012: $139,907Net Income 2012: -$3,6802012Revenue 2013: $138,991Expenses 2013: $141,675Net Income 2013: -$2,6842013Revenue 2014: $139,269Expenses 2014: $143,842Net Income 2014: -$4,5732014Revenue 2015: $142,338Expenses 2015: $150,285Net Income 2015: -$7,9472015Revenue 2016: $146,109Expenses 2016: $157,283Net Income 2016: -$11,1742016Revenue 2017: $147,093Expenses 2017: $153,688Net Income 2017: -$6,5952017Revenue 2018: $150,725Expenses 2018: $151,779Net Income 2018: -$1,0542018Revenue 2019: $157,961Expenses 2019: $153,426Net Income 2019: $4,5352019Revenue 2020: $155,813Expenses 2020: $134,229Net Income 2020: $21,5842020Revenue 2021: $167,883Expenses 2021: $166,701Net Income 2021: $1,1822021Revenue 2022: $173,039Expenses 2022: $148,560Net Income 2022: $24,4792022Revenue 2023: $168,992Expenses 2023: $165,506Net Income 2023: $3,4862023Revenue 2024: $176,630Expenses 2024: $184,613Net Income 2024: -$7,9832024

Highlighted filing

2024

Revenue$176,630
Expenses$184,613
Net Income-$7,983
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,535
Liabilities
$0
Net assets
$113,535
Revenue
$176,630
Expenses
$184,613
Net income
-$7,983
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.77$1.85$0.08
2023Summary only. Only limited summary data is available for this year.$1.22$0.00$1.69$1.66$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$1.73$1.49$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$1.68$1.67$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$1.56$1.34$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$1.58$1.53$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$1.51$1.52$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$1.47$1.54$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.74$1.46$1.57$0.11
2015Summary only. Only limited summary data is available for this year.$0.85$0.00$1.42$1.50$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.93$1.39$1.44$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.39$1.42$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$1.00$1.36$1.40$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$1.04$1.37$1.28$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.94$1.39$1.38$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$176,630
Mission and Program Overview

Mission

Employee benefits under a collective bargaining agreement

Employee benefits plan

Program Services

DescriptionGrantsExpenses
Under the Webutuck Teachers Associations collective bargaining agreement the school district is to provide funding for employee benefits. Benefits include dental, life and legal.-$184,612
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen KleepiesTreasurer-$0--
Tammy NethercottPresident-$0--
Alyssa PlastiniSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Webutuck Teachers Association Benefit Fund
EIN
14-1763657
In Care Of
% Karen Kleepies
Phone
5189297943
Address
PO Box 400, Amenia, NY 12501

Signing Officer

Name
Karen Kleepies
Title
Treasurer
Phone
8459297943
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
CPA Services PC
Address
3 David Loop, Wappingers Falls, NY 12590
Preparer
Richard Kart CPA
Phone
8454737964
Raw XML Appendix98 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0184063
IRS990EZ/BooksInCareOfDetail/PersonNm0Karen Kleepies
IRS990EZ/BooksInCareOfDetail/PhoneNum05189297943
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Amenia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121518
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0113535
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7983
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121518
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0113535
IRS990EZ/GrossReceiptsAmt0176630
IRS990EZ/InvestmentIncomeAmt021
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0113535
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0113535
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Kleepies
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tammy Nethercott
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alyssa Plastini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Employee benefits plan
IRS990EZ/ProgramServiceRevenueAmt0176609
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Under the Webutuck Teachers Associations collective bargaining agreement the school district is to provide funding for employee benefits. Benefits include dental, life and legal.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0184612
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0184613
IRS990EZ/TotalProgramServiceExpensesAmt0184612
IRS990EZ/TotalRevenueAmt0176630
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN KLEEPIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08459297943
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Webutuck Teachers Association Benefit Fund
ReturnHeader/Filer/BusinessNameControlTxt0WEBU
ReturnHeader/Filer/EIN0141763657
ReturnHeader/Filer/InCareOfNm0% Karen Kleepies
ReturnHeader/Filer/PhoneNum05189297943
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 400
ReturnHeader/Filer/USAddress/CityNm0Amenia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 David Loop
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wappingers Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012590
ReturnHeader/PreparerPersonGrp/PhoneNum08454737964
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD KART CPA
ReturnHeader/ReturnTs02025-11-17T16:17:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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