Civic Intelligence

Poughkeepsie Public School Teachers Asso Trust Fund

990 • Fiscal year 2019 • EIN 14-1773337

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 07, 2020

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

65th percentile

0.10x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.08x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2019 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2019

Asset Growth

95th percentile

49%

Faster asset growth than 95% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$9,108,462

Up $3,000,431 (+49%) from 2018

Net Assets

Up

$8,157,336

Up $3,049,267 (+60%) from 2018

Liabilities

Down

$951,126

Down $48,836 (-4.9%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin84th percentile

Revenue

Up

$12,531,233

Up $1,586,962 (+15%) from 2018

Expenses

Up

$8,743,126

Up $236,597 (+2.8%) from 2018

Net Income

Up

$3,788,107

Up $1,350,365 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2019

Assets$9,108,462
Liabilities$951,126
Net Assets$8,157,336
Open 2019 Filing

Operations Trend

Revenue Growth77th 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

2019

Revenue$12,531,233
Expenses$8,743,126
Net Income$3,788,107
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 7, 2020
Return Version
2018v3.2
Gross Receipts
$12,531,233
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$6,106,643$9,101,328▲ $2,994,685
Rtn Earn Endowment Incm Other Fnds$5,108,069$8,157,336▲ $3,049,267
Prepaid Expenses and Deferred Charges$1,388$7,134▲ $5,746
Total Assets$6,108,031$9,108,462▲ $3,000,431
Liabilities
Accounts Payable and Accrued Expenses$26,502$772,118▲ $745,616
Deferred Revenue$973,460$179,008▼ $794,452
Total Liabilities$999,962$951,126▼ $48,836
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,108,069$8,157,336▲ $3,049,267
Total Liabilities and Net Assets / Fund Balance$6,108,031$9,108,462▲ $3,000,431
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Debra KardasPresident
Christopher KingTrustee
Laura TeitzTrustee
Stephanie GreenTrustee
Heather MartinoPpsta Presid
Donald StarkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,953,497
Investment Income
$59,505
Other Revenue
$1,518,231
Change in Net Assets
$3,788,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,531,233
Total Revenue per Audited Statements
$12,531,233
Total Revenue per Form 990
$12,531,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,123
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$8,602,003--$8,602,003
Office Expenses-$54,231-$54,231
Fees for Services Accounting-$25,000-$25,000
Fees for Services Legal-$14,617-$14,617
Insurance-$8,676-$8,676
Other Expenses-$3,155-$3,155
Total Functional Expenses$8,602,003$141,123$0$8,743,126

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,743,126
Total Expenses per Audited Statements$8,743,126
Total Expenses per Form 990$8,743,126
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
Heather Martino
Title
Ppsta President
Phone
8454713376
Signed
2020-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Martino
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”

Form 990, Part XI, Line 9

“Adjustment to ibnr -738,840”

Raw XML Appendix299 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
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossRentsGrp/RealAmt014178
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IRS990/LocalChaptersInd0false
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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/ExplanationTxt4ADJUSTMENT TO IBNR -738,840
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MARTINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PPSTA PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454713376
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POUGHKEEPSIE PUBLIC SCHOOL TEACHERS
ReturnHeader/Filer/BusinessNameControlTxt0POUG
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ReturnHeader/Filer/PhoneNum08454713376
ReturnHeader/Filer/USAddress/AddressLine1Txt040 GARDEN STREET
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.51.112.58
ReturnHeader/FilingSecurityInformation/IPDt02020-07-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:30:04
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/ZIPCd0125501279
ReturnHeader/PreparerPersonGrp/PhoneNum08455655400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN MARKS CPA
ReturnHeader/ReturnTs02020-07-13T15:30:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,108,462
Liabilities
$951,126
Net assets
$8,157,336
Revenue
$12,531,233
Expenses
$8,743,126
Net income
$3,788,107
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