Civic Intelligence

Poughkeepsie Public School Teachers Asso Trust Fund

990 • Fiscal year 2015 • EIN 14-1773337

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 11, 2016

Organization ProfileWWW.PPSTA.ORG

View Organization Page

40 Garden StreetPoughkeepsie, NY 12601

(845) 471-3376

Siviq Scores

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

Liabilities / Assets

89th percentile

0.71x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.08x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

66th percentile

8.9%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

100th percentile

1914%

Faster asset growth than 100% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

11%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$925,326

Up $879,374 (+1914%) from 2014

Net Assets

Up

$267,675

Up $744,366 (+156%) from 2014

Liabilities

Up

$657,651

Up $135,008 (+26%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin66th percentile

Revenue

Up

$8,328,148

Up $808,829 (+11%) from 2014

Expenses

Down

$7,583,783

Down $204,950 (-2.6%) from 2014

Net Income

Up

$744,365

Up $1,013,779 (+376%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2011: $548,439Liabilities 2011: $611,181Net Assets 2011: -$62,7422011Assets 2012: $493,398Liabilities 2012: $223,151Net Assets 2012: $270,2472012Assets 2013: $675,117Liabilities 2013: $882,394Net Assets 2013: -$207,2772013Assets 2014: $45,952Liabilities 2014: $522,643Net Assets 2014: -$476,6912014Assets 2015: $925,326Liabilities 2015: $657,651Net Assets 2015: $267,6752015Assets 2016: $1,626,008Liabilities 2016: $965,661Net Assets 2016: $660,3472016Assets 2017: $2,857,371Liabilities 2017: $187,044Net Assets 2017: $2,670,3272017Assets 2018: $6,108,031Liabilities 2018: $999,962Net Assets 2018: $5,108,0692018Assets 2019: $9,108,462Liabilities 2019: $951,126Net Assets 2019: $8,157,3362019Assets 2020: $12,192,176Liabilities 2020: $677,858Net Assets 2020: $11,514,3182020Assets 2021: $14,239,734Liabilities 2021: $814,038Net Assets 2021: $13,425,6962021Assets 2022: $15,444,805Liabilities 2022: $1,249,010Net Assets 2022: $14,195,7952022Assets 2023: $16,335,895Liabilities 2023: $971,850Net Assets 2023: $15,364,0452023Assets 2024: $16,463,093Liabilities 2024: $2,596,733Net Assets 2024: $13,866,3602024

Highlighted filing

2015

Assets$925,326
Liabilities$657,651
Net Assets$267,675
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $7,606,755Expenses 2011: $7,705,574Net Income 2011: -$98,8192011Expenses 2012: $7,132,0762012Expenses 2013: $8,936,8072013Revenue 2014: $7,519,319Expenses 2014: $7,788,733Net Income 2014: -$269,4142014Revenue 2015: $8,328,148Expenses 2015: $7,583,783Net Income 2015: $744,3652015Revenue 2016: $9,093,008Expenses 2016: $8,700,336Net Income 2016: $392,6722016Revenue 2017: $9,109,996Expenses 2017: $7,100,016Net Income 2017: $2,009,9802017Revenue 2018: $10,944,271Expenses 2018: $8,506,529Net Income 2018: $2,437,7422018Revenue 2019: $12,531,233Expenses 2019: $8,743,126Net Income 2019: $3,788,1072019Revenue 2020: $12,156,924Expenses 2020: $8,901,065Net Income 2020: $3,255,8592020Revenue 2021: $11,580,276Expenses 2021: $9,527,412Net Income 2021: $2,052,8642021Revenue 2022: $13,187,351Expenses 2022: $11,953,586Net Income 2022: $1,233,7652022Revenue 2023: $14,052,372Expenses 2023: $13,170,601Net Income 2023: $881,7712023Revenue 2024: $15,765,025Expenses 2024: $16,047,733Net Income 2024: -$282,7082024

Highlighted filing

2015

Revenue$8,328,148
Expenses$7,583,783
Net Income$744,365
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 11, 2016
Return Version
2014v6.0
Gross Receipts
$8,328,148
Mission and Program Overview

Mission

The trust provides healthcare benefits to certain members and retirees previously covered by a multi-employer government cost sharing self-insured risk pool. This is in accordance with the current collective bargaining agreement covering members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,756$845,605▲ $831,849
Rtn Earn Endowment Incm Other Fnds$-476,690$267,675▲ $744,365
Prepaid Expenses and Deferred Charges$6,714$79,721▲ $73,007
Other Notes and Loans Receivable, Net$25,483--
Total Assets$45,953$925,326▲ $879,373
Liabilities
Deferred Revenue-$640,180-
Other Liabilities$476,060--
Accounts Payable and Accrued Expenses$46,583$17,471▼ $29,112
Total Liabilities$522,643$657,651▲ $135,008
Net Assets / Fund Balance
Total Net Assets Fund Balance$-476,690$267,675▲ $744,365
Total Liabilities and Net Assets / Fund Balance$45,953$925,326▲ $879,373
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Debra KardasTrustee
Donald StarkTrustee
Heather MartinoTrustee
Sara BurlingameTrustee
Stephanie GreenTrustee
Stephen HicksTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,827,580
Investment Income
$0
Other Revenue
$500,568
Change in Net Assets
$744,365

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,328,148
Total Revenue per Audited Statements
$8,328,148
Total Revenue per Form 990
$8,328,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,145,040
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$6,438,743--$6,438,743
Insurance-$674,513-$674,513
Fees for Services Management-$279,489-$279,489
Fees for Services Legal-$113,178-$113,178
Fees for Services Accounting-$25,890-$25,890
Office Expenses-$22,402-$22,402
Other Expenses-$1,792-$1,792
Conferences and Meetings-$176-$176
Total Functional Expenses$6,438,743$1,145,040$0$7,583,783

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,583,783
Total Expenses per Audited Statements$7,583,783
Total Expenses per Form 990$7,583,783
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Poughkeepsie Public School Teachers
EIN
14-1773337
Phone
8454713376
Address
40 GARDEN STREET, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Steve Hicks
Title
Treasurer
Phone
8454713376
Signed
2016-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Hicks
Formed
1994
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
32 FOSTERTOWN RD, NEWBURGH, NY 12550
Preparer
Alan Marks CPA
Phone
8455655400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The trust provides healthcare benefits to certain members and retirees previously covered by a multi-employer government cost sharing self-insured risk pool. This is in accordance with the current collective bargaining agreement covering members.”

Form 990, Page 2, Part III, Line 4D

“Health care payments made for individual members”

Raw XML Appendix294 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST PROVIDES HEALTHCARE BENEFITS TO CERTAIN MEMBERS AND RETIREES PREVIOUSLY COVERED BY A MULTI-EMPLOYER GOVERNMENT COST SHARING SELF-INSURED RISK POOL. THIS IS IN ACCORDANCE WITH THE CURRENT COLLECTIVE BARGAINING AGREEMENT COVERING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HEALTH CARE PAYMENTS MADE FOR INDIVIDUAL MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/ZIPCd012601
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.PPSTA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE HICKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08454713376
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POUGHKEEPSIE PUBLIC SCHOOL TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0POUG
ReturnHeader/Filer/EIN0141773337
ReturnHeader/Filer/PhoneNum08454713376
ReturnHeader/Filer/USAddress/AddressLine1Txt040 GARDEN STREET
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 FOSTERTOWN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012550
ReturnHeader/PreparerPersonGrp/PhoneNum08455655400
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN MARKS CPA
ReturnHeader/ReturnTs02016-05-13T14:19:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$925,326
Liabilities
$657,651
Net assets
$267,675
Revenue
$8,328,148
Expenses
$7,583,783
Net income
$744,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.5$2.60$13.9$15.8$16.0$0.28
2023Detailed filing. Detailed filing data is available for this year.$16.3$0.97$15.4$14.1$13.2$0.88
2022Detailed filing. Detailed filing data is available for this year.$15.4$1.25$14.2$13.2$12.0$1.23
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.81$13.4$11.6$9.53$2.05
2020Detailed filing. Detailed filing data is available for this year.$12.2$0.68$11.5$12.2$8.90$3.26
2019Detailed filing. Detailed filing data is available for this year.$9.11$0.95$8.16$12.5$8.74$3.79
2018Detailed filing. Detailed filing data is available for this year.$6.11$1.00$5.11$10.9$8.51$2.44
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.19$2.67$9.11$7.10$2.01
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.97$0.66$9.09$8.70$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.66$0.27$8.33$7.58$0.74
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.52$0.48$7.52$7.79$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.88$0.21$8.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.22$0.27$7.13
2011Summary only. Only limited summary data is available for this year.$0.55$0.61$0.06$7.61$7.71$0.10