Civic Intelligence

Onteora Teachers Association Benefit Trust

990 • Fiscal year 2018 • EIN 14-6152239

Jul 01, 2017 to Jun 30, 2018 • Filed on May 22, 2019

Organization ProfileN/A
PO Box 485Boiceville, NY 12412

(845) 679-4736

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

65th percentile

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Net Margin

41st percentile

-3.4%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-24%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

0.4%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$130,006

Down $40,648 (-24%) from 2017

Net Assets

Down

$130,006

Down $12,372 (-8.7%) from 2017

Liabilities

Down

$0

Down $28,276 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin41st percentile

Revenue

Up

$359,579

Up $1,603 (+0.4%) from 2017

Expenses

Down

$371,951

Down $17,844 (-4.6%) from 2017

Net Income

Up

-$12,372

Up $19,447 (+61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$600K$400K$200K$0Assets 2011: $469,564Liabilities 2011: $11,371Net Assets 2011: $458,1932011Assets 2012: $481,064Liabilities 2012: $12,528Net Assets 2012: $468,5362012Assets 2013: $363,912Liabilities 2013: $15,773Net Assets 2013: $348,1392013Assets 2014: $316,734Liabilities 2014: $43,129Net Assets 2014: $273,6052014Assets 2015: $219,069Liabilities 2015: $10,970Net Assets 2015: $208,0992015Assets 2016: $185,916Liabilities 2016: $11,719Net Assets 2016: $174,1972016Assets 2017: $170,654Liabilities 2017: $28,276Net Assets 2017: $142,3782017Assets 2018: $130,006Liabilities 2018: $0Net Assets 2018: $130,0062018Assets 2021: $270,237Liabilities 2021: $2,969Net Assets 2021: $267,2682021Assets 2022: $293,720Liabilities 2022: $3,878Net Assets 2022: $289,8422022Assets 2023: $299,303Liabilities 2023: $0Net Assets 2023: $299,3032023Assets 2024: $323,043Liabilities 2024: $0Net Assets 2024: $323,0432024Assets 2025: $406,958Liabilities 2025: $0Net Assets 2025: $406,9582025

Highlighted filing

2018

Assets$130,006
Liabilities$0
Net Assets$130,006
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $339,653Expenses 2011: $366,250Net Income 2011: -$26,5972011Revenue 2012: $350,656Expenses 2012: $340,313Net Income 2012: $10,3432012Revenue 2013: $339,189Expenses 2013: $459,586Net Income 2013: -$120,3972013Revenue 2014: $350,409Expenses 2014: $424,943Net Income 2014: -$74,5342014Revenue 2015: $360,139Expenses 2015: $425,645Net Income 2015: -$65,5062015Revenue 2016: $353,033Expenses 2016: $386,935Net Income 2016: -$33,9022016Revenue 2017: $357,976Expenses 2017: $389,795Net Income 2017: -$31,8192017Revenue 2018: $359,579Expenses 2018: $371,951Net Income 2018: -$12,3722018Revenue 2021: $369,724Expenses 2021: $324,425Net Income 2021: $45,2992021Revenue 2022: $374,738Expenses 2022: $352,164Net Income 2022: $22,5742022Revenue 2023: $390,464Expenses 2023: $381,005Net Income 2023: $9,4592023Revenue 2024: $380,709Expenses 2024: $356,968Net Income 2024: $23,7412024Revenue 2025: $404,986Expenses 2025: $321,071Net Income 2025: $83,9152025

Highlighted filing

2018

Revenue$359,579
Expenses$371,951
Net Income-$12,372
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 22, 2019
Return Version
2017v2.3
Gross Receipts
$359,579
Mission and Program Overview

Mission

To provide dental, vision and legal benefits (excluding health insurance) to our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$170,054$98,277▼ $71,777
Cash and Non-Interest-Bearing Accounts-$31,129-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$170,654$130,006▼ $40,648
Other Assets Total$600$600→ $0
Liabilities
Other Liabilities$22,921$0▼ $22,921
Accounts Payable and Accrued Expenses$5,355--
Total Liabilities$28,276$0▼ $28,276
Net Assets / Fund Balance
Unrestricted Net Assets$142,378$130,006▼ $12,372
Total Net Assets Fund Balance$142,378$130,006▼ $12,372
Total Liabilities and Net Assets / Fund Balance$170,654$130,006▼ $40,648

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$8,986$8,986
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Aubree FerraroPresident
Maryanne KenlyPresident
Alyssa BabcockTrustee
Kelly DownsTrustee
Lynn BatistaTrustee
Robin OsswaldTrustee
Mary NaccaratoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$359,113
Investment Income
$466
Other Revenue
$0
Change in Net Assets
$-12,372

Audited Revenue Reconciliation

Revenue per Audited Statements
$359,579
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$359,579
Total Revenue per Form 990
$359,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,844
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$348,107--$348,107
Other Expenses$19,569--$19,569
Fees for Services Accounting-$2,593-$2,593
Conferences and Meetings$799--$799
Insurance-$750-$750
Office Expenses$100$33-$133
Total Functional Expenses$368,575$3,376$0$371,951

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$371,951
Total Expenses per Audited Statements$371,951
Total Expenses per Form 990$371,951
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
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 A, Line 8B

“The organization does not have any committees.”

Form 990, Part VI, Section B, Line 11B

“The organization's board reviews form 990 at a meeting.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest policy is signed bi-annually by all board members. The signed policies are then reviewed by the board for any conflicts.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Onteora Teachers Association Benefit
EIN
14-6152239
Phone
8456794736
Address
PO BOX 485, BOICEVILLE, NY 12412

Signing Officer

Name
Kelly Downs
Title
Treasurer
Phone
8456794736
Signed
2019-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maryanne Kenly
Formed
1991
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Foster & Schmalkuche Pc
Address
PO BOX 300, GARDINER, NY 12525
Preparer
Frederick W Schmalkuche
Phone
8452551813
Supplemental Narrative

Additional Explanations

Form 990 Footnote

“Reasonable cause waiver request-irc 6651, failure to file penalty. Late filed return due to cch software outage.”

Raw XML Appendix323 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/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BOARD REVIEWS FORM 990 AT A MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST POLICY IS SIGNED BI-ANNUALLY BY ALL BOARD MEMBERS. THE SIGNED POLICIES ARE THEN REVIEWED BY THE BOARD FOR ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REASONABLE CAUSE WAIVER REQUEST-IRC 6651, FAILURE TO FILE PENALTY. LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 FOOTNOTE
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY DOWNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08456794736
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONTEORA TEACHERS ASSOCIATION BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ONTE
ReturnHeader/Filer/EIN0146152239
ReturnHeader/Filer/PhoneNum08456794736
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK W SCHMALKUCHE
ReturnHeader/ReturnTs02019-06-03T14:05:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,006
Liabilities
$0
Net assets
$130,006
Revenue
$359,579
Expenses
$371,951
Net income
-$12,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$4.05$3.21$0.84
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$3.81$3.57$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.90$3.81$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.04$2.90$3.75$3.52$0.23
2021Summary only. Only limited summary data is available for this year.$2.70$0.03$2.67$3.70$3.24$0.45
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$3.60$3.72$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.28$1.42$3.58$3.90$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.12$1.74$3.53$3.87$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.19$0.11$2.08$3.60$4.26$0.66
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.43$2.74$3.50$4.25$0.75
2013Summary only. Only limited summary data is available for this year.$3.64$0.16$3.48$3.39$4.60$1.20
2012Summary only. Only limited summary data is available for this year.$4.81$0.13$4.69$3.51$3.40$0.10
2011Summary only. Only limited summary data is available for this year.$4.70$0.11$4.58$3.40$3.66$0.27