Civic Intelligence

New York State Retired Teachers Insurance Plan

990 • Fiscal year 2017 • EIN 14-6066944

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 17, 2018

Organization ProfileN/A
8 Airport Park BlvdLatham, NY 12110

(518) 482-3509

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$72,141

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 138.6% of source-year revenue.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

6.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

150%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,030,670

Up $66,656 (+6.9%) from 2016

Net Assets

Up

$1,029,759

Up $66,565 (+6.9%) from 2016

Liabilities

Up

$911

Up $91 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin73rd percentile

Revenue

Up

$52,064

Up $31,236 (+150%) from 2016

Expenses

Up

$43,606

Up $6,095 (+16%) from 2016

Net Income

Up

$8,458

Up $25,141 (+151%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$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

2017

Assets$1,030,670
Liabilities$911
Net Assets$1,029,759
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$52,064
Expenses$43,606
Net Income$8,458
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 17, 2018
Return Version
2017v2.3
Gross Receipts
$320,086
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, inc., a related not-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$888,125$958,148▲ $70,023
Savings and Temporary Cash Investments$71,651$67,562▼ $4,089
Cash and Non-Interest-Bearing Accounts$1,870$2,257▲ $387
Prepaid Expenses and Deferred Charges$147$189▲ $42
Total Assets$964,014$1,030,670▲ $66,656
Other Assets Total$2,221$2,514▲ $293
Liabilities
Accounts Payable and Accrued Expenses$820$911▲ $91
Total Liabilities$820$911▲ $91
Net Assets / Fund Balance
Unrestricted Net Assets$963,194$1,029,759▲ $66,565
Total Net Assets Fund Balance$963,194$1,029,759▲ $66,565
Total Liabilities and Net Assets / Fund Balance$964,014$1,030,670▲ $66,656
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Mary Kathleen BassettSecretary-treasurer$72,141$72,141

Board Members and Trustees

NameTitle
Dr George W ForbesChairman
Diane E HahnTrustee
Robert JoyceTrustee
Robert La FontaineTrustee
Thomas ReedAssistant Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$52,064
Other Revenue
$0
Change in Net Assets
$8,458

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,064
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$58,107
Total Revenue per Audited Statements
$110,171
Total Revenue per Form 990
$52,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,606
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$12,380
Fees for Services Accounting---$9,775
Fees for Service Investment Mgmnt Fees---$8,874
Grants to Domestic Individuals---$5,000
Fees for Services Legal---$4,983
Conferences and Meetings---$1,645
Insurance---$949
Total Functional Expenses$0$0$0$43,606

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$43,606
Total Expenses per Audited Statements$43,606
Total Expenses per Form 990$43,606
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Backup withholding compliance
Yes
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

“Form 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 regard 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
8 AIRPORT PARK BLVD, LATHAM, NY 12110

Signing Officer

Name
Dr George W Forbes
Title
Chairman
Phone
5184823509
Signed
2018-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr George W Forbes
Formed
1963
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bst & Co Cpas Llp
Address
26 COMPUTER DRIVE WEST, ALBANY, NY 12205
Preparer
Judy a Cahee
Phone
5184596700
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The insurance plan is tax exempt under section 501(c)(9) of the internal revenue code. Accordingly, no provision for income taxes is recorded in the accompanying financial statements. The insurance plan files form 990 annually with the internal revenue service. When annual returns are filed, some tax positions taken are highly certain to be sustained upon examination by the taxing authorities, while other tax positions are subject to uncertainty about the technical merits of the position or amount of the position's tax benefit that would ultimately be sustained. Management evaluated the insurance plan's tax positions and concluded that the insurance plan had taken no tax positions that required adjustment in its financial statements as of december 31, 2017 and 2016.”

Raw XML Appendix331 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/Form990PartVIISectionAGrp/OtherCompensationAmt516480
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IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS REED
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT LA FONTAINE
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE E HAHN
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT JOYCE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY-TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt035897
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSURANCE PLAN IS TAX EXEMPT UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSURANCE PLAN FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN ANNUAL RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD ULTIMATELY BE SUSTAINED. MANAGEMENT EVALUATED THE INSURANCE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE INSURANCE PLAN HAD TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY REQUIRES EVERY BOARD MEMBER TO SIGN A WRITTEN DISCLOSURE WITH REGARD 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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE PART VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
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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/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0964014
IRS990/TotalAssetsEOYAmt01030670
IRS990/TotalAssetsGrp/BOYAmt0964014
IRS990/TotalAssetsGrp/EOYAmt01030670
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt043606
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0820
IRS990/TotalLiabilitiesEOYAmt0911
IRS990/TotalLiabilitiesGrp/BOYAmt0820
IRS990/TotalLiabilitiesGrp/EOYAmt0911
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0963194
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01029759
IRS990/TotalOtherCompensationAmt016480
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052064
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052064
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0964014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01030670
IRS990/TotReportableCompRltdOrgAmt055661
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0963194
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01029759
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 AIRPORT PARK BLVD
IRS990/USAddress/CityNm0LATHAM
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012110
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR GEORGE W FORBES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05184823509
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE RETIRED TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INSURANCE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0146066944
ReturnHeader/Filer/PhoneNum05184823509
ReturnHeader/Filer/USAddress/AddressLine1Txt08 AIRPORT PARK BLVD
ReturnHeader/Filer/USAddress/CityNm0LATHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAE8988B22581D35C855AA25424C1101E16CEF4F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.242.82
ReturnHeader/FilingSecurityInformation/IPDt02018-07-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:27:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141442607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BST & CO CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 COMPUTER DRIVE WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012205
ReturnHeader/PreparerPersonGrp/PhoneNum05184596700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDY A CAHEE
ReturnHeader/ReturnTs02018-07-18T09:53:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,030,670
Liabilities
$911
Net assets
$1,029,759
Revenue
$52,064
Expenses
$43,606
Net income
$8,458
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