Civic Intelligence

Arlington Teachers Association Welfare Tr

990 • Fiscal year 2019 • EIN 14-6145045

Oct 01, 2018 to Sep 30, 2019 • Filed on Nov 19, 2019

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

41st percentile

0.00x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.00x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

27th percentile

-3.9%

Higher net margin than 27% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$6,245

Higher top officer pay than 65% of similar nonprofits.

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

23rd percentile

-6.1%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

5.2%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$989,920

Down $64,297 (-6.1%) from 2018

Net Assets

Down

$989,920

Down $64,297 (-6.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin27th percentile

Revenue

Up

$1,655,315

Up $82,372 (+5.2%) from 2018

Expenses

Up

$1,719,663

Up $108,674 (+6.7%) from 2018

Net Income

Down

-$64,348

Down $26,302 (-69%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2019

Assets$989,920
Liabilities$0
Net Assets$989,920
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$1,655,315
Expenses$1,719,663
Net Income-$64,348
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Nov 19, 2019
Return Version
2018v3.1
Gross Receipts
$1,655,315
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$792,638$722,869▼ $69,769
Investments in Publicly Traded Securities$215,518$220,746▲ $5,228
Savings and Temporary Cash Investments$46,061$46,305▲ $244
Total Assets$1,054,217$989,920▼ $64,297
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,054,217$989,920▼ $64,297
Total Net Assets Fund Balance$1,054,217$989,920▼ $64,297
Total Liabilities and Net Assets / Fund Balance$1,054,217$989,920▼ $64,297
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
Ronald HigginsChairperson$6,245$6,245
Steve HertzogMembership$1,650$1,650
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,649,896
Investment Income
$5,419
Other Revenue
$0
Change in Net Assets
$-64,348
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,615
Salaries, Compensation, and Employee Benefits$8,079
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,654,969--$1,654,969
Fees for Services Management$52,643--$52,643
Current Officers, Directors, Trustees, and Key Employees$8,079--$8,079
Fees for Services Other$2,660--$2,660
Fees for Services Accounting$837--$837
Office Expenses$431--$431
Conferences and Meetings$44--$44
Total Functional Expenses$1,719,663$0$0$1,719,663
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
2019-11-19
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
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.

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IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01655315
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0215518
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt046061
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/ReturnTs02019-12-03T11:12:11-06:00
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ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$989,920
Liabilities
$0
Net assets
$989,920
Revenue
$1,655,315
Expenses
$1,719,663
Net income
-$64,348
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