Civic Intelligence

Monticello Teachers Assn Benefit Trust Fund

EIN 14-1814869 • 501(c)9 • Monticello, NY

Profile

Provide benefits to its members

39 Breakey AveMonticello, NY 12701

n/A

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

NTEE Y • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.00x

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

NTEE Y • $1M-$5M nonprofits • Source year 2025

Net Margin

51st percentile

12%

Higher net margin than 51% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$4,175

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

9.1%

Faster asset growth than 65% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

34th percentile

-0.6%

Faster revenue growth than 34% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$1,140,365

Up $95,039 (+9.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,140,365

Up $95,039 (+9.1%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin51st percentile

Revenue

Down

$765,478

Down $4,916 (-0.6%) from 2024

Expenses

Down

$670,439

Down $35,761 (-5.1%) from 2024

Net Income

Up

$95,039

Up $30,845 (+48%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $395,085Liabilities 2019: $0Net Assets 2019: $395,0852019Assets 2020: $596,181Liabilities 2020: $0Net Assets 2020: $596,1812020Assets 2021: $750,775Liabilities 2021: $0Net Assets 2021: $750,7752021Assets 2022: $920,947Liabilities 2022: $0Net Assets 2022: $920,9472022Assets 2023: $976,010Liabilities 2023: $0Net Assets 2023: $976,0102023Assets 2024: $1,045,326Liabilities 2024: $0Net Assets 2024: $1,045,3262024Assets 2025: $1,140,365Liabilities 2025: $0Net Assets 2025: $1,140,3652025

Highlighted filing

2025

Assets$1,140,365
Liabilities$0
Net Assets$1,140,365
Open 2025 Filing

Operations Trend

Revenue Growth34th percentile

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

$800K$600K$400K$200K$0Revenue 2019: $695,215Expenses 2019: $464,236Net Income 2019: $230,9792019Revenue 2020: $695,966Expenses 2020: $494,870Net Income 2020: $201,0962020Revenue 2021: $684,894Expenses 2021: $530,300Net Income 2021: $154,5942021Revenue 2022: $709,426Expenses 2022: $539,254Net Income 2022: $170,1722022Revenue 2023: $750,527Expenses 2023: $674,576Net Income 2023: $75,9512023Revenue 2024: $770,394Expenses 2024: $706,200Net Income 2024: $64,1942024Revenue 2025: $765,478Expenses 2025: $670,439Net Income 2025: $95,0392025

Highlighted filing

2025

Revenue$765,478
Expenses$670,439
Net Income$95,039
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,140,365
Liabilities
$0
Net assets
$1,140,365
Revenue
$765,478
Expenses
$670,439
Net income
$95,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.77$0.67$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.77$0.71$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.75$0.67$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.71$0.54$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.68$0.53$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.70$0.49$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.70$0.46$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Gross Receipts
$765,478
Mission and Program Overview

Mission

Provide benefits to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$880,276$981,685▲ $101,409
Cash and Non-Interest-Bearing Accounts$165,050$158,680▼ $6,370
Total Assets$1,045,326$1,140,365▲ $95,039
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,045,326$1,140,365▲ $95,039
Total Net Assets Fund Balance$1,045,326$1,140,365▲ $95,039
Total Liabilities and Net Assets / Fund Balance$1,045,326$1,140,365▲ $95,039
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
Rose Joyce-turnerChairperson$4,175$4,175
Yesenia KreegerFacilitator$4,175$4,175
Tyler LauferweilerTresurer$1,500$1,500

Board Members and Trustees

NameTitle
Cynthis GrantTrustee
Caroyln StrahanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$739,328
Investment Income
$26,150
Other Revenue
$0
Change in Net Assets
$95,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,634
Salaries, Compensation, and Employee Benefits$9,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$603,955
Other Expenses$0$0$0$47,035
Current Officers, Directors, Trustees, and Key Employees$0$0$0$9,850
Fees for Services Legal$0$0$0$7,998
Conferences and Meetings$0$0$0$896
Fees for Services Accounting$0$0$0$685
Total Functional Expenses$0$0$0$670,439
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Monticello Teachers Assn Benefit Trust Fund
EIN
14-1814869
Phone
8458071784
Address
39 BREAKEY AVE, MONTICELLO, NY 12701

Signing Officer

Name
Rose Joyce-turner
Title
Chairperson
Phone
8458071784
Signed
2025-10-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rose Joyce-turner
Formed
2018
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Pine Bush Accounting
Address
112 B Main Street, Pine Bush, NY 12566
Preparer
Melanie Lomangino
Phone
8457445150
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The board receives a copy of the return and they review it as a whole. After this process, the signed e-file authorization is returned to the tax preparer for filing of the return.”

Pt VI, Line 18

“The board receives a copy of the return and they review it as a whole. After this process, the signed e-file authorization is returned to the tax preparer for filing of the return.”

Pt VI, Line 19

“Upon request, copies of tax returns and other public documents are prepared and given to the requestor.”

Form 990, Part III, Line 4D

“Life insurance was provided to 261 members through a contract with anthem life.”

Form 990, Part III, Line 4D

“Identity theft protection was provided to 299 members through a contract with idwatchdog”

Raw XML Appendix295 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/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD RECEIVES A COPY OF THE RETURN AND THEY REVIEW IT AS A WHOLE. AFTER THIS PROCESS, THE SIGNED E-FILE AUTHORIZATION IS RETURNED TO THE TAX PREPARER FOR FILING OF THE RETURN.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0112 B Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pine Bush
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012566
ReturnHeader/PreparerPersonGrp/PhoneNum08457445150
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melanie Lomangino
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-13T14:21:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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