Civic Intelligence

Poughkeepsie Public School Teachers Asso Trust Fund

990 • Fiscal year 2017 • EIN 14-1773337

Jul 01, 2016 to Jun 30, 2017 • Filed on May 02, 2018

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

62nd percentile

0.07x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.02x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

96th percentile

76%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

0.2%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,857,371

Up $1,231,363 (+76%) from 2016

Net Assets

Up

$2,670,327

Up $2,009,980 (+304%) from 2016

Liabilities

Down

$187,044

Down $778,617 (-81%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin76th percentile

Revenue

Up

$9,109,996

Up $16,988 (+0.2%) from 2016

Expenses

Down

$7,100,016

Down $1,600,320 (-18%) from 2016

Net Income

Up

$2,009,980

Up $1,617,308 (+412%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2017

Assets$2,857,371
Liabilities$187,044
Net Assets$2,670,327
Open 2017 Filing

Operations Trend

Revenue Growth34th 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

2017

Revenue$9,109,996
Expenses$7,100,016
Net Income$2,009,980
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 2, 2018
Return Version
2016v3.1
Gross Receipts
$9,109,996
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$1,615,207$2,808,390▲ $1,193,183
Rtn Earn Endowment Incm Other Fnds$660,347$2,670,327▲ $2,009,980
Prepaid Expenses and Deferred Charges$10,801$48,981▲ $38,180
Total Assets$1,626,008$2,857,371▲ $1,231,363
Liabilities
Deferred Revenue$821,698$155,026▼ $666,672
Accounts Payable and Accrued Expenses$143,963$32,018▼ $111,945
Total Liabilities$965,661$187,044▼ $778,617
Net Assets / Fund Balance
Total Net Assets Fund Balance$660,347$2,670,327▲ $2,009,980
Total Liabilities and Net Assets / Fund Balance$1,626,008$2,857,371▲ $1,231,363
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Debra KardasTrustee
Donald StarkTrustee
Elizabeth SocciTrustee
Heather MartinoTrustee
Sara BurlingameTrustee
Stephanie GreenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,629,118
Investment Income
$0
Other Revenue
$480,878
Change in Net Assets
$2,009,980

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,109,996
Total Revenue per Audited Statements
$9,109,996
Total Revenue per Form 990
$9,109,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,084,119
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$6,015,897--$6,015,897
Insurance-$579,148-$579,148
Fees for Services Management-$244,010-$244,010
Fees for Services Legal-$162,669-$162,669
Office Expenses-$50,128-$50,128
Fees for Services Accounting-$15,015-$15,015
Other Expenses-$2,319-$2,319
Total Functional Expenses$6,015,897$1,084,119$0$7,100,016

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,100,016
Total Expenses per Audited Statements$7,100,016
Total Expenses per Form 990$7,100,016
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
Stephanie Green
Title
Trustee
Phone
8454713376
Signed
2018-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Green
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 12550-1279
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.
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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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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,857,371
Liabilities
$187,044
Net assets
$2,670,327
Revenue
$9,109,996
Expenses
$7,100,016
Net income
$2,009,980
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