Civic Intelligence

Arlington Teachers Association Welfare Tr

990 • Fiscal year 2016 • EIN 14-6145045

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 06, 2017

Organization ProfileN/A
46 Davis AvenuePoughkeepsie, NY 12603

(845) 454-7002

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.00x

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

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

5.0%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$5,663

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2016

Asset Growth

63rd percentile

7.8%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,051,186

Up $76,362 (+7.8%) from 2015

Net Assets

Up

$1,051,186

Up $76,362 (+7.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin59th percentile

Revenue

Up

$1,548,343

Up $174,442 (+13%) from 2015

Expenses

Up

$1,471,281

Up $106,501 (+7.8%) from 2015

Net Income

Up

$77,062

Up $67,941 (+745%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $784,740Liabilities 2011: $0Net Assets 2011: $784,7402011Assets 2012: $945,916Liabilities 2012: $0Net Assets 2012: $945,9162012Assets 2013: $933,883Liabilities 2013: $0Net Assets 2013: $933,8832013Assets 2014: $968,029Liabilities 2014: $0Net Assets 2014: $968,0292014Assets 2015: $974,824Liabilities 2015: $0Net Assets 2015: $974,8242015Assets 2016: $1,051,186Liabilities 2016: $0Net Assets 2016: $1,051,1862016Assets 2017: $1,121,463Liabilities 2017: $0Net Assets 2017: $1,121,4632017Assets 2018: $1,054,217Liabilities 2018: $0Net Assets 2018: $1,054,2172018Assets 2019: $989,920Liabilities 2019: $0Net Assets 2019: $989,9202019Assets 2020: $1,390,273Liabilities 2020: $0Net Assets 2020: $1,390,2732020Assets 2021: $1,649,115Liabilities 2021: $0Net Assets 2021: $1,649,1152021Assets 2022: $1,957,725Liabilities 2022: $0Net Assets 2022: $1,957,7252022Assets 2023: $1,847,063Liabilities 2023: $0Net Assets 2023: $1,847,0632023Assets 2024: $1,724,463Liabilities 2024: $0Net Assets 2024: $1,724,4632024Assets 2025: $1,761,776Liabilities 2025: $0Net Assets 2025: $1,761,7762025

Highlighted filing

2016

Assets$1,051,186
Liabilities$0
Net Assets$1,051,186
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,172,5512011Expenses 2012: $1,168,1212012Expenses 2013: $1,349,0002013Revenue 2014: $1,388,047Expenses 2014: $1,353,966Net Income 2014: $34,0812014Revenue 2015: $1,373,901Expenses 2015: $1,364,780Net Income 2015: $9,1212015Revenue 2016: $1,548,343Expenses 2016: $1,471,281Net Income 2016: $77,0622016Revenue 2017: $1,537,527Expenses 2017: $1,459,549Net Income 2017: $77,9782017Revenue 2018: $1,572,943Expenses 2018: $1,610,989Net Income 2018: -$38,0462018Revenue 2019: $1,655,315Expenses 2019: $1,719,663Net Income 2019: -$64,3482019Revenue 2020: $1,780,478Expenses 2020: $1,380,047Net Income 2020: $400,4312020Revenue 2021: $1,812,554Expenses 2021: $1,553,710Net Income 2021: $258,8442021Revenue 2022: $1,920,217Expenses 2022: $1,611,601Net Income 2022: $308,6162022Revenue 2023: $1,917,083Expenses 2023: $2,027,745Net Income 2023: -$110,6622023Revenue 2024: $2,034,741Expenses 2024: $2,157,341Net Income 2024: -$122,6002024Revenue 2025: $2,038,015Expenses 2025: $2,000,701Net Income 2025: $37,3142025

Highlighted filing

2016

Revenue$1,548,343
Expenses$1,471,281
Net Income$77,062
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 6, 2017
Return Version
2015v3.0
Gross Receipts
$1,548,343
Mission and Program Overview

Mission

The mission of this organization is to provide benefits to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$696,021$762,029▲ $66,008
Other Notes and Loans Receivable, Net-$122,042-
Investments in Publicly Traded Securities$118,919$121,407▲ $2,488
Savings and Temporary Cash Investments$159,884$45,708▼ $114,176
Total Assets$974,824$1,051,186▲ $76,362
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$974,824$1,051,186▲ $76,362
Total Net Assets Fund Balance$974,824$1,051,186▲ $76,362
Total Liabilities and Net Assets / Fund Balance$974,824$1,051,186▲ $76,362
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleBaseTotal
Ronald HigginsChairperson$5,663$5,663
Steve HertzogMembership$1,496$1,496
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,544,793
Investment Income
$3,550
Other Revenue
$0
Change in Net Assets
$77,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,660
Salaries, Compensation, and Employee Benefits$7,345
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,408,276--$1,408,276
Fees for Services Management$51,608--$51,608
Current Officers, Directors, Trustees, and Key Employees$7,345--$7,345
Office Expenses$2,016--$2,016
Fees for Services Other$1,212--$1,212
Fees for Services Accounting$805--$805
Conferences and Meetings$19--$19
Total Functional Expenses$1,471,281$0$0$1,471,281
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
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
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 11B

“The organization reviews the return at a monthly meeting”

Form 990, Page 6, Part VI, Line 19

“Documents will be made available by written request of the board”

Filing and Contact Details

Filer

Filer Name
Arlington Teachers Welfare Trust
EIN
14-6145045
Address
46 DAVIS AVENUE, POUGHKEEPSIE, NY 12603

Signing Officer

Name
Ronald Higgins
Title
Chairperson
Signed
2017-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Higgins
Formed
1980
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
4
Employees
0

Preparer

Firm
Brent Financial Group LLC
Address
70 E MAIN ST, WAPPINGERS FALLS, NY 12590-2504
Preparer
Renee L Laferriere Ea
Phone
8452971040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Securities decrease -700 total -700”

Raw XML Appendix240 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/BenefitsToMembersGrp/TotalAmt01408276
IRS990/BooksInCareOfDetail/PersonNm0RONALD HIGGINS
IRS990/BooksInCareOfDetail/PhoneNum08454547002
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08 BARNES DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0POUGHKEEPSIE
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IRS990/DescribedInSection501c3Ind0false
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IRS990/EmployeeCnt00
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IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05663
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11496
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBERSHIP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01548343
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03550
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03550
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0118919
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0121407
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THIS ORGANIZATION IS TO PROVIDE BENEFITS TO ITS MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0974824
IRS990/NetAssetsOrFundBalancesEOYAmt01051186
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt02016
IRS990/OfficeExpensesGrp/TotalAmt02016
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-700
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0122042
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RONALD HIGGINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DISTRICT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RETIREE/ACTIVE MEMBERS
IRS990/ProgramServiceRevenueGrp/Desc2NOTE ADJUSTMENT
IRS990/ProgramServiceRevenueGrp/Desc3ATA PAYMENTS
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01285297
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1212100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt218000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1212100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317115
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt412281
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01304438
IRS990/PYInvestmentIncomeAmt03899
IRS990/PYOtherExpensesAmt053183
IRS990/PYProgramServiceRevenueAmt01370002
IRS990/PYRevenuesLessExpensesAmt09121
IRS990/PYSalariesCompEmpBnftPaidAmt07159
IRS990/PYTotalExpensesAmt01364780
IRS990/PYTotalRevenueAmt01373901
IRS990/ReconcilationRevenueExpnssAmt077062
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0159884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045708
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS THE RETURN AT A MONTHLY MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS WILL BE MADE AVAILABLE BY WRITTEN REQUEST OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECURITIES DECREASE -700 TOTAL -700
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IRS990/SchoolOperatingInd0false
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD HIGGINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARLINGTON TEACHERS WELFARE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RONALD HIGGINS
ReturnHeader/Filer/BusinessNameControlTxt0ARLI
ReturnHeader/Filer/EIN0146145045
ReturnHeader/Filer/USAddress/AddressLine1Txt046 DAVIS AVENUE
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012603
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760773664
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAPPINGERS FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0125902504
ReturnHeader/PreparerPersonGrp/PhoneNum08452971040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENEE L LAFERRIERE EA
ReturnHeader/ReturnTs02017-01-19T13:15:29-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,051,186
Liabilities
$0
Net assets
$1,051,186
Revenue
$1,548,343
Expenses
$1,471,281
Net income
$77,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$2.04$2.00$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$2.03$2.16$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$1.92$2.03$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.92$1.61$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.81$1.55$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$1.78$1.38$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.66$1.72$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.57$1.61$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.54$1.46$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.55$1.47$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.37$1.36$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.39$1.35$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$1.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$1.17