Civic Intelligence

New York State Retired Teachers'

EIN 14-6066944 • 501(c)9 • Amsterdam, NY

Profile

To provide various assistance and insurance coverages through group insurance policies issued to contributing members(and their families) of new york state retired teachers' association, a related non-for-profit trade association for retired educators who taught in or currently reside in new york state.

PO Box 490Amsterdam, NY 12010

n/A

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-77%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

0.5%

Faster asset growth than 51% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

96th percentile

186%

Faster revenue growth than 96% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$937,612

Up $4,242 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$937,612

Up $4,242 (+0.5%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$42,688

Up $5,820 (+16%) from 2023

Expenses

Down

$75,583

Down $14,873 (-16%) from 2023

Net Income

Up

-$32,895

Up $20,693 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $823,982Liabilities 2010: $0Net Assets 2010: $823,9822010Assets 2011: $828,100Liabilities 2011: $0Net Assets 2011: $828,1002011Assets 2012: $869,847Liabilities 2012: $0Net Assets 2012: $869,8472012Assets 2013: $944,113Liabilities 2013: $1,000Net Assets 2013: $943,1132013Assets 2014: $958,704Liabilities 2014: $2,237Net Assets 2014: $956,4672014Assets 2015: $966,163Liabilities 2015: $2,140Net Assets 2015: $964,0232015Assets 2016: $964,014Liabilities 2016: $820Net Assets 2016: $963,1942016Assets 2017: $1,030,670Liabilities 2017: $911Net Assets 2017: $1,029,7592017Assets 2018: $958,213Liabilities 2018: $1,122Net Assets 2018: $957,0912018Assets 2019: $1,020,540Liabilities 2019: $0Net Assets 2019: $1,020,5402019Assets 2020: $1,126,630Liabilities 2020: $0Net Assets 2020: $1,126,6302020Assets 2021: $1,148,708Liabilities 2021: $0Net Assets 2021: $1,148,7082021Assets 2022: $927,745Liabilities 2022: $520Net Assets 2022: $927,2252022Assets 2023: $933,370Liabilities 2023: $0Net Assets 2023: $933,3702023Assets 2024: $937,612Liabilities 2024: $0Net Assets 2024: $937,6122024

Highlighted filing

2024

Assets$937,612
Liabilities$0
Net Assets$937,612
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $22,7462010Expenses 2011: $27,5922011Expenses 2012: $25,7292012Revenue 2013: $61,123Expenses 2013: $22,590Net Income 2013: $38,5332013Revenue 2014: $103,081Expenses 2014: $31,314Net Income 2014: $71,7672014Revenue 2015: $74,785Expenses 2015: $28,069Net Income 2015: $46,7162015Revenue 2016: $20,828Expenses 2016: $37,511Net Income 2016: -$16,6832016Revenue 2017: $52,064Expenses 2017: $43,606Net Income 2017: $8,4582017Revenue 2018: $59,210Expenses 2018: $57,603Net Income 2018: $1,6072018Revenue 2019: $45,429Expenses 2019: $82,691Net Income 2019: -$37,2622019Revenue 2020: $107,517Expenses 2020: $62,556Net Income 2020: $44,9612020Revenue 2021: $101,791Expenses 2021: $81,648Net Income 2021: $20,1432021Revenue 2022: $5,228Expenses 2022: $66,268Net Income 2022: -$61,0402022Revenue 2023: $36,868Expenses 2023: $90,456Net Income 2023: -$53,5882023Revenue 2024: $42,688Expenses 2024: $75,583Net Income 2024: -$32,8952024

Highlighted filing

2024

Revenue$42,688
Expenses$75,583
Net Income-$32,895
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$937,612
Liabilities
$0
Net assets
$937,612
Revenue
$42,688
Expenses
$75,583
Net income
-$32,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.09$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.11$0.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.96$0.07$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.03$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.02$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 10, 2025
Return Version
2024v5.2
Gross Receipts
$80,399
Mission and Program Overview

Mission

To provide various assistance and insurance coverages through group insurance policies issued to contributing members (and their families) of new york state retired teachers' association, inc., a related not-for-profit trade assocation for retired edcuators who taught in or currently reside in new york state.

To provide various assistance and insurance coverages through group insurance policies issued to contributing members (and their families) of new york state retired teachers' association, a related non-for-profit trade association for retired educators who taught in or currently reside in new york state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$927,448$926,874▼ $574
Savings and Temporary Cash Investments$2,801$7,149▲ $4,348
Cash and Non-Interest-Bearing Accounts$2,436$3,464▲ $1,028
Prepaid Expenses and Deferred Charges$685$125▼ $560
Total Assets$933,370$937,612▲ $4,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$933,370$937,612▲ $4,242
Total Net Assets Fund Balance$933,370$937,612▲ $4,242
Total Liabilities and Net Assets / Fund Balance$933,370$937,612▲ $4,242
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Mary Kathleen BassettSecretary-treasurer$104,013$104,013

Board Members and Trustees

NameTitle
Robert JoyceChair
Carlyle T CampanyTrustee
Diane E HahnTrustee
Leon HaroldTrustee
Ronald WilsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$42,688
Other Revenue
$0
Change in Net Assets
$-32,895

Audited Revenue Reconciliation

Revenue per Audited Statements
$38,077
Revenue Not Reported on Financial Statements
$4,611
Revenue Not Reported on Form 990
$37,137
Total Revenue per Audited Statements
$75,214
Total Revenue per Form 990
$42,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,000
Other Expenses$24,583
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$47,000
Fees for Services Management---$10,000
Fees for Services Accounting---$9,325
Fees for Service Investment Mgmnt Fees---$4,611
Grants to Domestic Individuals---$4,000
Insurance---$647
Total Functional Expenses$0$0$0$75,583

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$75,583
Expenses per Audited Statements$70,972
Total Expenses per Audited Statements$70,972
Expenses Not Reported on Financial Statements$4,611
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
NEW YORK STATE RETIRED TEACHERS' ASSOCIATION INCAmsterdam, NYIrc 501(c)(4)York State Newsletter Support$27,000
NEW YORK STATE RETIRED TEACHERS' ASSOCIATION INCAmsterdam, NYIrc 501(c)(4)Information Technology Assistance$20,000
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
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the trustees.”

Form 990, Part VI, Section B, Line 12C

“The policy requires every board member to sign a written disclosure with regards to conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“These documents are made available to the public through the mail upon request.”

Filing and Contact Details

Filer

Filer Name
NEW YORK STATE RETIRED TEACHERS'
EIN
14-6066944
Phone
5184823509
Address
PO BOX 490, AMSTERDAM, NY 12010

Signing Officer

Name
Mary Kathleen Bassett
Title
Secretary-treasurer
Phone
5184823509
Signed
2025-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Kathleen Bassett
Formed
1963
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bonadio & Co Llp
Address
6 WEMBLEY CT, ALBANY, NY 12205
Preparer
Kevin Testo
Phone
5184644080
Raw XML Appendix350 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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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd112010
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST PROVIDES $20,000 ANNUALLY TO THE NEW YORK STATE RETIRED TEACHERS' ASSOCIATION. IT IS GIVEN IN $5,000 PER QUARTER INCREMENTS TO OFFSET THE COST FOR THE PRINTING AND MAILING OF THE ASSOCIATIONS YORK STATE NEWSLETTER THAT IS MAILED TO EACH MEMBER BIANNUALLY. THE TRUST MONITORS THE FUNDS GIVEN BY REVIEWING THE MAILING AND PRINTING INVOICES SENT TO THE ASSOCIATION. THIS ENSURES THE FUNDS ARE BEING USED SOLELY FOR THE PURPOSE INTENDED. THE TRUST ALSO PROVIDED ASSISTANCE FOR COMPUTER RELATED EXPENSES WHERE INVOICES WERE REVIEWED FOR THE AMOUNT OF THE ASSISTANCE PROVIDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY REQUIRES EVERY BOARD MEMBER TO SIGN A WRITTEN DISCLOSURE WITH REGARDS TO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE MAIL UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEW YORK STATE RETIRED TEACHERS' ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0141405516
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 490
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AMSTERDAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012010
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IMPROVE THE QUALITY OF LIFE FOR RETIRED EDUCATORS AND INSURE EXCELLENCE IN EDUCATION FOR ALL CHILDREN IN NEW YORK STATE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, COLUMN B
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt057000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW YORK STATE RETIRED TEACHERS' ASSOCIATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0933370
IRS990/TotalAssetsEOYAmt0937612
IRS990/TotalAssetsGrp/BOYAmt0933370
IRS990/TotalAssetsGrp/EOYAmt0937612
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt075583
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0933370
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0937612
IRS990/TotalOtherCompensationAmt029853
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt042688
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042688
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0933370
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0937612
IRS990/TotReportableCompRltdOrgAmt074160
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 490
IRS990/USAddress/CityNm0AMSTERDAM
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012010
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY KATHLEEN BASSETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05184823509
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE RETIRED TEACHERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC - INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0146066944
ReturnHeader/Filer/PhoneNum05184823509
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 490
ReturnHeader/Filer/USAddress/CityNm0AMSTERDAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012010
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161131146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BONADIO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 WEMBLEY CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184644080
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN TESTO
ReturnHeader/ReturnTs02025-11-03T14:02:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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