Civic Intelligence

Dover-Wingdale Teachers Association Welfare Trust Fund

990 • Fiscal year 2016 • EIN 14-6147066

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

9 School StreetDover Plains, NY 12522

(845) 877-4700

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Net Margin

32nd percentile

-13%

Higher net margin than 32% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-11%

Faster asset growth than 33% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-4.9%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$207,345

Down $25,213 (-11%) from 2015

Net Assets

Down

$206,515

Down $25,213 (-11%) from 2015

Liabilities

Flat

$830

Flat from 2015

Revenue

Down

$201,453

Down $10,365 (-4.9%) from 2015

Expenses

Up

$226,666

Up $24,869 (+12%) from 2015

Net Income

Down

-$25,213

Down $35,234 (-352%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $158,365Liabilities 2011: $1,500Net Assets 2011: $156,8652011Assets 2012: $198,067Liabilities 2012: $800Net Assets 2012: $197,2672012Assets 2013: $222,726Liabilities 2013: $11,793Net Assets 2013: $210,9332013Assets 2014: $222,527Liabilities 2014: $820Net Assets 2014: $221,7072014Assets 2015: $232,558Liabilities 2015: $830Net Assets 2015: $231,7282015Assets 2016: $207,345Liabilities 2016: $830Net Assets 2016: $206,5152016Assets 2017: $169,360Liabilities 2017: $5,612Net Assets 2017: $163,7482017Assets 2018: $163,713Liabilities 2018: $11,338Net Assets 2018: $152,3752018Assets 2019: $98,567Liabilities 2019: $2,311Net Assets 2019: $96,2562019Assets 2020: $103,781Liabilities 2020: $7,830Net Assets 2020: $95,9512020Assets 2021: $97,395Liabilities 2021: $11,432Net Assets 2021: $85,9632021Assets 2022: $144,866Liabilities 2022: $10,655Net Assets 2022: $134,2112022Assets 2023: $190,580Liabilities 2023: $2,607Net Assets 2023: $187,9732023Assets 2024: $229,436Liabilities 2024: $16,190Net Assets 2024: $213,2462024

Highlighted filing

2016

Assets$207,345
Liabilities$830
Net Assets$206,515

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $181,3652011Expenses 2012: $148,4742012Revenue 2013: $188,089Expenses 2013: $174,423Net Income 2013: $13,6662013Revenue 2014: $191,470Expenses 2014: $180,696Net Income 2014: $10,7742014Revenue 2015: $211,818Expenses 2015: $201,797Net Income 2015: $10,0212015Revenue 2016: $201,453Expenses 2016: $226,666Net Income 2016: -$25,2132016Revenue 2017: $205,439Expenses 2017: $248,206Net Income 2017: -$42,7672017Revenue 2018: $205,427Expenses 2018: $216,800Net Income 2018: -$11,3732018Revenue 2019: $212,885Expenses 2019: $269,004Net Income 2019: -$56,1192019Revenue 2020: $213,016Expenses 2020: $213,321Net Income 2020: -$3052020Revenue 2021: $233,681Expenses 2021: $243,669Net Income 2021: -$9,9882021Revenue 2022: $266,110Expenses 2022: $217,862Net Income 2022: $48,2482022Revenue 2023: $289,769Expenses 2023: $236,007Net Income 2023: $53,7622023Revenue 2024: $277,670Expenses 2024: $252,397Net Income 2024: $25,2732024

Highlighted filing

2016

Revenue$201,453
Expenses$226,666
Net Income-$25,213
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$201,453
Mission and Program Overview

Mission

Beneficial trust established to provide for the payment of vision, dental, and legal assistance to employees of the dover union free school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$219,291$184,820▼ $34,471
Cash and Non-Interest-Bearing Accounts$980$17,485▲ $16,505
Prepaid Expenses and Deferred Charges$7,027--
Accounts Receivable$5,260$5,040▼ $220
Total Assets$232,558$207,345▼ $25,213
Liabilities
Accounts Payable and Accrued Expenses$830$830→ $0
Total Liabilities$830$830→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$231,728$206,515▼ $25,213
Total Net Assets Fund Balance$231,728$206,515▼ $25,213
Total Liabilities and Net Assets / Fund Balance$232,558$207,345▼ $25,213
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ali GordineerChairperson
MICHAEL O'ROARKPresident
Janine LoosSecretary
Summar RazviTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$201,237
Investment Income
$216
Other Revenue
$0
Change in Net Assets
$-25,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$200,130--$200,130
Insurance$15,148$750-$15,898
Other Expenses$4,830--$4,830
Fees for Services Accounting-$830-$830
Office Expenses-$9-$9
Total Functional Expenses$225,077$1,589$0$226,666
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
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 6

The association has members only.

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

The association's members elect the board of trustees.

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

The treasurer will review form 990 with accountant.

Form 990, Page 6, Part VI, Line 19

Upon requestform 990 will be provided

Filing and Contact Details

Filer

Filer Name
Dover-wingdale Teachers Association
EIN
14-6147066
Phone
8458774700
Address
9 SCHOOL STREET, DOVER PLAINS, NY 12522

Signing Officer

Name
Summar Razvi
Title
Treasurer
Phone
8458774700
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Summar Razvi
Formed
1990
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Cindy M Smith CPA Pc
Address
PO BOX 26, BILLINGS, NY 12510
Preparer
Cindy M Smith CPA
Phone
8455922826
Raw XML Appendix254 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S MEMBERS ELECT THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER WILL REVIEW FORM 990 WITH ACCOUNTANT.
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ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CINDY M SMITH CPA
ReturnHeader/ReturnTs02017-05-08T20:52:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.16$2.13$2.78$2.52$0.25
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.88$2.90$2.36$0.54
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.11$1.34$2.66$2.18$0.48
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.11$0.86$2.34$2.44$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.08$0.96$2.13$2.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.96$2.13$2.69$0.56
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.11$1.52$2.05$2.17$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.06$1.64$2.05$2.48$0.43
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.01$2.07$2.01$2.27$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$2.12$2.02$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.01$2.22$1.91$1.81$0.11
2013Summary only. Only limited summary data is available for this year.$2.23$0.12$2.11$1.88$1.74$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.01$1.97$1.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.02$1.57$1.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • <$500k nonprofits