Civic Intelligence

Newburgh Teachers Association

EIN 14-6131191 • 501(c)9 • Newburgh, NY

Profile

A self-insuring fund to provide dental care, vision and prescription co-pay reimbursement benefits to teachers, administrators and retirees of the city of newburgh school district and their qualified dependents.

52 Pierces RdNewburgh, NY 12550

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$4,173,661

Up $462,339 (+12%) from 2023

Liabilities

Down

$419,492

Down $50,686 (-11%) from 2023

Net Assets

Up

$3,754,169

Up $513,025 (+16%) from 2023

Revenue

Up

$2,366,698

Up $294,335 (+14%) from 2023

Expenses

Down

$2,119,471

Down $4,577 (-0.2%) from 2023

Net Income

Up

$247,227

Up $298,912 (+578%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,079,649Liabilities 2011: $289,594Net Assets 2011: $2,790,0552011Assets 2012: $4,116,510Liabilities 2012: $1,102,419Net Assets 2012: $3,014,0912012Assets 2013: $3,442,060Liabilities 2013: $300,823Net Assets 2013: $3,141,2372013Assets 2014: $3,598,813Liabilities 2014: $325,845Net Assets 2014: $3,272,9682014Assets 2015: $4,356,699Liabilities 2015: $1,036,215Net Assets 2015: $3,320,4842015Assets 2016: $3,737,220Liabilities 2016: $370,253Net Assets 2016: $3,366,9672016Assets 2017: $4,400,947Liabilities 2017: $1,023,847Net Assets 2017: $3,377,1002017Assets 2018: $3,733,460Liabilities 2018: $392,863Net Assets 2018: $3,340,5972018Assets 2019: $3,654,995Liabilities 2019: $470,060Net Assets 2019: $3,184,9352019Assets 2020: $4,309,048Liabilities 2020: $1,183,579Net Assets 2020: $3,125,4692020Assets 2021: $3,821,636Liabilities 2021: $433,099Net Assets 2021: $3,388,5372021Assets 2022: $3,735,518Liabilities 2022: $442,689Net Assets 2022: $3,292,8292022Assets 2023: $3,711,322Liabilities 2023: $470,178Net Assets 2023: $3,241,1442023Assets 2025: $4,173,661Liabilities 2025: $419,492Net Assets 2025: $3,754,1692025

Highlighted filing

2025

Assets$4,173,661
Liabilities$419,492
Net Assets$3,754,169

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,570,0312011Expenses 2012: $1,715,3822012Expenses 2013: $1,772,5122013Revenue 2014: $1,837,172Expenses 2014: $1,705,441Net Income 2014: $131,7312014Revenue 2015: $1,836,747Expenses 2015: $1,789,231Net Income 2015: $47,5162015Revenue 2016: $1,874,003Expenses 2016: $1,827,520Net Income 2016: $46,4832016Revenue 2017: $1,921,418Expenses 2017: $1,911,285Net Income 2017: $10,1332017Revenue 2018: $1,930,372Expenses 2018: $1,966,875Net Income 2018: -$36,5032018Revenue 2019: $2,047,117Expenses 2019: $2,202,779Net Income 2019: -$155,6622019Revenue 2020: $2,062,442Expenses 2020: $2,121,908Net Income 2020: -$59,4662020Revenue 2021: $2,055,798Expenses 2021: $1,792,730Net Income 2021: $263,0682021Revenue 2022: $2,047,482Expenses 2022: $2,143,190Net Income 2022: -$95,7082022Revenue 2023: $2,072,363Expenses 2023: $2,124,048Net Income 2023: -$51,6852023Revenue 2025: $2,366,698Expenses 2025: $2,119,471Net Income 2025: $247,2272025

Highlighted filing

2025

Revenue$2,366,698
Expenses$2,119,471
Net Income$247,227

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.42$3.75$2.37$2.12$0.25
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.47$3.24$2.07$2.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.44$3.29$2.05$2.14$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.43$3.39$2.06$1.79$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$1.18$3.13$2.06$2.12$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.47$3.18$2.05$2.20$0.16
2018Summary only. Only limited summary data is available for this year.$3.73$0.39$3.34$1.93$1.97$0.04
2017Summary only. Only limited summary data is available for this year.$4.40$1.02$3.38$1.92$1.91$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.37$3.37$1.87$1.83$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.36$1.04$3.32$1.84$1.79$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.33$3.27$1.84$1.71$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.30$3.14$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$1.10$3.01$1.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.29$2.79$1.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 20, 2025
Return Version
2024v5.0
Gross Receipts
$2,366,698
Mission and Program Overview

Mission

A self-insuring fund to provide dental care, vision and prescription co-pay reimbursement benefits to teachers, administrators and retirees of the city of newburgh school district and their qualified dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,837,955$4,164,850▲ $326,895
Prepaid Expenses and Deferred Charges$4,444$2,252▼ $2,192
Land, Buildings, and Equipment, Net$3,412$2,232▼ $1,180
Total Assets$3,857,607$4,173,661▲ $316,054
Other Assets Total$11,796$4,327▼ $7,469
Liabilities
Deferred Revenue$262,936$277,810▲ $14,874
Accounts Payable and Accrued Expenses$139,892$141,682▲ $1,790
Total Liabilities$402,828$419,492▲ $16,664
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,454,779$3,754,169▲ $299,390
Total Net Assets Fund Balance$3,454,779$3,754,169▲ $299,390
Total Liabilities and Net Assets / Fund Balance$3,857,607$4,173,661▲ $316,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,275$62,962$64,237
Other Land Buildings-$5,542$5,542
Leasehold Improvements$957$2,099$3,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nickolas P KarnavezosFund AdminisPT$50,693-$50,693
Stacy a MoranChairperson--$23,690$23,690
Claudine M CottiniTrustee--$13,719$13,719
Matthew ScullyVice-chair--$11,575$11,575

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,266,688
Investment Income
$100,010
Other Revenue
$0
Change in Net Assets
$247,227

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,366,698
Total Revenue per Audited Statements
$2,366,698
Total Revenue per Form 990
$2,366,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$186,713
Other Expenses$68,172
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,864,586
Other Salaries and Wages---$123,118
Current Officers, Directors, Trustees, and Key Employees---$50,408
Office Expenses---$15,419
Payroll Taxes---$13,187
Fees for Services Accounting---$12,240
Occupancy---$12,000
Fees for Services Other---$11,387
Information Technology---$10,621
Insurance---$5,325
Depreciation Depletion---$1,180
Total Functional Expenses$0$0$0$2,119,471

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,119,471
Total Expenses per Audited Statements$2,119,471
Total Expenses per Form 990$2,119,471
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
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
Yes
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

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members of the newburgh teachers association include teachers, teaching assistants, substitute teachers and retirees of the newburgh enlarged city school district.

Form 990, Page 6, Part VI, Line 7A

Members of the newburgh teachers association, a related organization, may elect one or more members of the governing body, which is also the governing body of the newburgh teachers association benefit trust fund.

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 was made available to the board of trustees before it was filed. The form 990 was reviewed and approved by the trustees during a meeting of the board.

Form 990, Page 6, Part VI, Line 15A

The compensation of the fund administrator of the newburgh teachers association benefit trust fund is determined through contract negotiations between the fund administrator and the chairperson of the newburgh teachers association benefit trust fund. An agreed-upon contract between these two individuals is then presented for review, approval and ratification by the board of trustees.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Newburgh Teachers Association
EIN
14-6131191
Phone
8455627988
Address
52 PIERCES RD, NEWBURGH, NY 12550

Signing Officer

Name
Nickolas P Karnavezos
Title
Fund Administrator
Phone
8455627988
Signed
2025-11-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nickolas P Karnavezos
Formed
1986
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
1
Employees
3

Preparer

Firm
Rbt Cpas Llp
Address
PO BOX 757 2215 ROUTE 9W, LAKE KATRINE, NY 12449
Preparer
Vincent J Buono CPA
Phone
8453367183
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

The fund files an annual form 990 as a tax exempt organization under section 501(c)(9) of the internal revenue code. As such, no federal or new york state taxes are paid by the fund. The fund has been classified as an entity that is not a private foundation within the meaning of section 509 (a) and qualifies for deductible contributions as provided in section 170 (b)(1)(a)(vi). The fund adopted the provisions of accounting principles generally accepted in the united states of america regarding accounting for uncertain tax positions. Management evaluated the fund's tax positions and concluded that the fund had taken no uncertain tax positions that would require adjustment to the financial statements in order to comply with the provisions of this guidance. With few exceptions, the fund is not subject to income tax examinations by the u.s. Federal, state or local tax authorities for fiscal years prior to 2022.

Raw XML AppendixShowing 400 of 405 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0139892
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0141682
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A SELF-INSURING FUND TO PROVIDE DENTAL CARE, VISION AND PRESCRIPTION CO-PAY REIMBURSEMENT BENEFITS TO TEACHERS, ADMINISTRATORS AND RETIREES OF THE CITY OF NEWBURGH SCHOOL DISTRICT AND THEIR QUALIFIED DEPENDENTS.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01864586
IRS990/BooksInCareOfDetail/PersonNm0LINDA RUIZ
IRS990/BooksInCareOfDetail/PhoneNum08455627988
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt052 PIERCES RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012550
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt050408
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01864586
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0100010
IRS990/CYOtherExpensesAmt068172
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02266688
IRS990/CYRevenuesLessExpensesAmt0247227
IRS990/CYSalariesCompEmpBnftPaidAmt0186713
IRS990/CYTotalExpensesAmt02119471
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02366698
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0262936
IRS990/DeferredRevenueGrp/EOYAmt0277810
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt01180
IRS990/Desc0A SELF-INSURING FUND TO PROVIDE DENTAL CARE, VISION AND PRESCRIPTION CO-PAY REIMBURSEMENT BENEFITS TO TEACHERS, ADMINISTRATORS AND RETIREES OF THE CITY OF NEWBURGH SCHOOL DISTRICT AND THEIR QUALIFIED DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012240
IRS990/FeesForServicesOtherGrp/TotalAmt011387
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1120.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0STACY A MORAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER M LAUDIERO
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW SCULLY
IRS990/Form990PartVIISectionAGrp/PersonNm3CLAUDINE M COTTINI
IRS990/Form990PartVIISectionAGrp/PersonNm4CLAUDINE L MAZZA
IRS990/Form990PartVIISectionAGrp/PersonNm5ZOE MATTHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER J COSTABILE
IRS990/Form990PartVIISectionAGrp/PersonNm7NICOLE LORENZO
IRS990/Form990PartVIISectionAGrp/PersonNm8MELISSA HIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm9MARY PETRUNCOLA
IRS990/Form990PartVIISectionAGrp/PersonNm10GONCALO PINHEIRO
IRS990/Form990PartVIISectionAGrp/PersonNm11NICKOLAS P KARNAVEZOS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1150693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt023690
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt211575
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt313719
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11FUND ADMINIS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02366698
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt010621
IRS990/InsuranceGrp/TotalAmt05325
IRS990/InvestmentIncomeGrp/ExclusionAmt0100010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100010
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt070603
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03412
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02232
IRS990/LandBldgEquipCostOrOtherBssAmt072835
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0A SELF-INSURING FUND TO PROVIDE DENTAL CARE, VISION AND PRESCRIPTION CO-PAY REIMBURSEMENT BENEFITS TO TEACHERS, ADMINISTRATORS AND RETIREES OF THE CITY OF NEWBURGH SCHOOL DISTRICT AND THEIR QUALIFIED DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03454779
IRS990/NetAssetsOrFundBalancesEOYAmt03754169
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03454779
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03754169
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficeExpensesGrp/TotalAmt015419
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011796
IRS990/OtherAssetsTotalGrp/EOYAmt04327
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123118
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt013187
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04444
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02252
IRS990/PrincipalOfficerNm0NICKOLAS P KARNAVEZOS
IRS990/PriorPeriodAdjustmentsAmt052163
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BOARD OF EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc1RETIREES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01729738
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1536950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01729738
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1536950
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01800322
IRS990/PYInvestmentIncomeAmt098777
IRS990/PYOtherExpensesAmt066375
IRS990/PYProgramServiceRevenueAmt02087670
IRS990/PYRevenuesLessExpensesAmt0138065
IRS990/PYSalariesCompEmpBnftPaidAmt0181685
IRS990/PYTotalExpensesAmt02048382
IRS990/PYTotalRevenueAmt02186447
IRS990/ReconcilationRevenueExpnssAmt0247227
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03837955
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04164850
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01275
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062962
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064237
IRS990ScheduleD/ExpensesSubtotalAmt02119471
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0957
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02099
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03056
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05542
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05542
IRS990ScheduleD/RevenueSubtotalAmt02366698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND FILES AN ANNUAL FORM 990 AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. AS SUCH, NO FEDERAL OR NEW YORK STATE TAXES ARE PAID BY THE FUND. THE FUND HAS BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509 (A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170 (B)(1)(A)(VI). THE FUND ADOPTED THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS IN ORDER TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FUND IS NOT SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS PRIOR TO 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02232
IRS990ScheduleD/TotalExpensesPerForm990Amt02119471
IRS990ScheduleD/TotalRevenuePerForm990Amt02366698
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02366698
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02119471
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE NEWBURGH TEACHERS ASSOCIATION INCLUDE TEACHERS, TEACHING ASSISTANTS, SUBSTITUTE TEACHERS AND RETIREES OF THE NEWBURGH ENLARGED CITY SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE NEWBURGH TEACHERS ASSOCIATION, A RELATED ORGANIZATION, MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY, WHICH IS ALSO THE GOVERNING BODY OF THE NEWBURGH TEACHERS ASSOCIATION BENEFIT TRUST FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 WAS MADE AVAILABLE TO THE BOARD OF TRUSTEES BEFORE IT WAS FILED. THE FORM 990 WAS REVIEWED AND APPROVED BY THE TRUSTEES DURING A MEETING OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE FUND ADMINISTRATOR OF THE NEWBURGH TEACHERS ASSOCIATION BENEFIT TRUST FUND IS DETERMINED THROUGH CONTRACT NEGOTIATIONS BETWEEN THE FUND ADMINISTRATOR AND THE CHAIRPERSON OF THE NEWBURGH TEACHERS ASSOCIATION BENEFIT TRUST FUND. AN AGREED-UPON CONTRACT BETWEEN THESE TWO INDIVIDUALS IS THEN PRESENTED FOR REVIEW, APPROVAL AND RATIFICATION BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NTA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NEWBURGH TEACHERS ASSN BLDG CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NEWBURGH TEACHERS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NEWBURGH ENLARGED CITY SCHOOL DISTR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0141798871
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237361135
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2GOVT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RENTAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1DEVELOPM'T
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt052 PIERCES ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt152 PIERCES ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2124 GRAND ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEWBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEWBURGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd112550
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd212550
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03857607
IRS990/TotalAssetsEOYAmt04173661
IRS990/TotalAssetsGrp/BOYAmt03857607
IRS990/TotalAssetsGrp/EOYAmt04173661
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02119471
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0402828
IRS990/TotalLiabilitiesEOYAmt0419492
IRS990/TotalLiabilitiesGrp/BOYAmt0402828
IRS990/TotalLiabilitiesGrp/EOYAmt0419492
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03454779
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03754169
IRS990/TotalProgramServiceRevenueAmt02266688
IRS990/TotalReportableCompFromOrgAmt050693
IRS990/TotalRevenueGrp/ExclusionAmt0100010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02266688
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02366698
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03857607
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04173661
IRS990/TotReportableCompRltdOrgAmt048984
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt052 PIERCES RD
IRS990/USAddress/CityNm0NEWBURGH
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012550
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0NEWBURGHTA.COM/BENEFIT-TRUST-FUND/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICKOLAS P KARNAVEZOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08455627988
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBURGH TEACHERS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0146131191
ReturnHeader/Filer/PhoneNum08455627988
ReturnHeader/Filer/USAddress/AddressLine1Txt052 PIERCES RD
ReturnHeader/Filer/USAddress/CityNm0NEWBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012550
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141604297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RBT CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 757 2215 ROUTE 9W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE KATRINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012449
ReturnHeader/PreparerPersonGrp/PhoneNum08453367183
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT J BUONO CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $1M-$5M nonprofits