Civic Intelligence

New Paltz United Teachers Benefit Trust

EIN 14-6175557 • 501(c)9 • New Paltz, NY

Profile

Provide benefits to employees of new paltz school district- dental plan, catastrophe plan, vision plan, long & short term disability, life insurance, legal plan, and financial counseling.

CO Kieran Bell PO Box 848New Paltz, NY 12561

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.13x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

34th percentile

-1.1%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

75th percentile

$44,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

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

Asset Growth

38th percentile

-2.3%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

37th percentile

-0.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$1,127,004

Down $27,001 (-2.3%) from 2024

Liabilities

Down

$145,062

Down $11,560 (-7.4%) from 2024

Net Assets

Down

$981,942

Down $15,441 (-1.5%) from 2024

Operations
Liabilities / Revenue79th percentileNet Margin34th percentile

Revenue

Down

$1,379,268

Down $3,804 (-0.3%) from 2024

Expenses

Down

$1,394,709

Down $11,677 (-0.8%) from 2024

Net Income

Up

-$15,441

Up $7,873 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $568,115Liabilities 2012: $8,234Net Assets 2012: $559,8812012Assets 2013: $616,621Liabilities 2013: $13,464Net Assets 2013: $603,1572013Assets 2014: $719,319Liabilities 2014: $18,362Net Assets 2014: $700,9572014Assets 2015: $810,397Liabilities 2015: $20,267Net Assets 2015: $790,1302015Assets 2016: $862,119Liabilities 2016: $12,123Net Assets 2016: $849,9962016Assets 2017: $889,133Liabilities 2017: $7,655Net Assets 2017: $881,4782017Assets 2018: $977,620Liabilities 2018: $77,267Net Assets 2018: $900,3532018Assets 2019: $851,681Liabilities 2019: $11,657Net Assets 2019: $840,0242019Assets 2020: $811,410Liabilities 2020: $3,304Net Assets 2020: $808,1062020Assets 2021: $915,254Liabilities 2021: $19,581Net Assets 2021: $895,6732021Assets 2022: $1,079,018Liabilities 2022: $145,566Net Assets 2022: $933,4522022Assets 2023: $1,185,145Liabilities 2023: $164,448Net Assets 2023: $1,020,6972023Assets 2024: $1,154,005Liabilities 2024: $156,622Net Assets 2024: $997,3832024Assets 2025: $1,127,004Liabilities 2025: $145,062Net Assets 2025: $981,9422025

Highlighted filing

2025

Assets$1,127,004
Liabilities$145,062
Net Assets$981,942
Open 2025 Filing

Operations Trend

Revenue Growth37th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $966,227Expenses 2012: $1,000,572Net Income 2012: -$34,3452012Revenue 2013: $1,026,851Expenses 2013: $983,575Net Income 2013: $43,2762013Revenue 2014: $1,052,029Expenses 2014: $954,229Net Income 2014: $97,8002014Revenue 2015: $1,101,777Expenses 2015: $1,012,604Net Income 2015: $89,1732015Revenue 2016: $1,103,508Expenses 2016: $1,043,642Net Income 2016: $59,8662016Revenue 2017: $1,146,773Expenses 2017: $1,115,291Net Income 2017: $31,4822017Revenue 2018: $1,242,814Expenses 2018: $1,223,939Net Income 2018: $18,8752018Revenue 2019: $1,270,555Expenses 2019: $1,330,884Net Income 2019: -$60,3292019Revenue 2020: $1,326,688Expenses 2020: $1,358,606Net Income 2020: -$31,9182020Revenue 2021: $1,254,804Expenses 2021: $1,167,237Net Income 2021: $87,5672021Revenue 2022: $1,320,976Expenses 2022: $1,283,197Net Income 2022: $37,7792022Revenue 2023: $1,363,816Expenses 2023: $1,276,571Net Income 2023: $87,2452023Revenue 2024: $1,383,072Expenses 2024: $1,406,386Net Income 2024: -$23,3142024Revenue 2025: $1,379,268Expenses 2025: $1,394,709Net Income 2025: -$15,4412025

Highlighted filing

2025

Revenue$1,379,268
Expenses$1,394,709
Net Income-$15,441
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,127,004
Liabilities
$145,062
Net assets
$981,942
Revenue
$1,379,268
Expenses
$1,394,709
Net income
-$15,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.15$0.98$1.38$1.39$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.16$1.00$1.38$1.41$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.16$1.02$1.36$1.28$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.15$0.93$1.32$1.28$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$1.25$1.17$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.33$1.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$1.27$1.33$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.08$0.90$1.24$1.22$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$1.15$1.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$1.10$1.04$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$1.10$1.01$0.09
2014Summary only. Only limited summary data is available for this year.$0.72$0.02$0.70$1.05$0.95$0.10
2013Summary only. Only limited summary data is available for this year.$0.62$0.01$0.60$1.03$0.98$0.04
2012Summary only. Only limited summary data is available for this year.$0.57$0.01$0.56$0.97$1.00$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 19, 2025
Return Version
2024v5.2
Gross Receipts
$1,379,268
Mission and Program Overview

Mission

Provide benefits to employees of new paltz school district- dental plan, vision plan, long & short term disability, life insurance, legal plan, and financial counseling.

Benefit of eligible employees and retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,076,170$1,030,970▼ $45,200
Prepaid Expenses and Deferred Charges$70,365$88,045▲ $17,680
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,154,005$1,127,004▼ $27,001
Other Assets Total$7,470$7,989▲ $519
Liabilities
Other Liabilities$156,622$141,631▼ $14,991
Accounts Payable and Accrued Expenses-$3,431-
Total Liabilities$156,622$145,062▼ $11,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$997,383$981,942▼ $15,441
Total Net Assets Fund Balance$997,383$981,942▼ $15,441
Total Liabilities and Net Assets / Fund Balance$1,154,005$1,127,004▼ $27,001
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jonathan SternAdministratorPT$44,000$44,000
Ronald SimonAsst. AdministratorPT$25,000$25,000
Kieran BellTreasurerPT$22,000$22,000
Janice PallusAdministrative Asst.PT$18,000$18,000
Ron NoelleAdministrative Asst.PT$6,000$6,000
Dal VeederTrustee-$1,000$1,000
Diane BatistaTrust Chairperson-$1,000$1,000
Ginger KingTrustee-$1,000$1,000
Marc KnittelTrustee-$1,000$1,000

Board Members and Trustees

NameTitle
Paulette EasterlinTrustee/nput President
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,350,064
Investment Income
$29,204
Other Revenue
$0
Change in Net Assets
$-15,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,379,268
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,379,268
Total Revenue per Form 990
$1,379,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$131,128
Other Expenses$31,134
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,232,447--$1,232,447
Current Officers, Directors, Trustees, and Key Employees-$120,000-$120,000
Payroll Taxes-$11,128-$11,128
Fees for Services Accounting-$7,203-$7,203
Fees for Services Legal-$7,000-$7,000
Occupancy-$5,400-$5,400
Office Expenses-$5,058-$5,058
Conferences and Meetings-$3,612-$3,612
Insurance-$2,861-$2,861
Total Functional Expenses$1,232,447$162,262$0$1,394,709

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,394,709
Total Expenses per Audited Statements$1,394,709
Total Expenses per Form 990$1,394,709
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$141,631
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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

“NO OTHER COMMITTEES.”

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

“The form 990 is emailed to the board.”

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

“Conflict of interest policy and any related issues are discussed at the annual meeting of the declaration of trust with the trustees, attorney, treasurer and administrator.”

Form 990, Part VI, Section C, Line 18

“All documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
New Paltz United Teachers Benefit Trust
EIN
14-6175557
Phone
9144756277
Address
CO KIERAN BELL PO BOX 848, NEW PALTZ, NY 12561

Signing Officer

Name
Kieran Bell
Title
Treasurer
Phone
9144756277
Signed
2025-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kieran Bell
Formed
1995
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Foster & Schmalkuche Pc
Address
PO BOX 300, GARDINER, NY 12525
Preparer
Frederick W Schmalkuche Cpapfs Cfp
Phone
8452551813
Raw XML Appendix347 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/ExplanationTxt0NO OTHER COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS EMAILED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY AND ANY RELATED ISSUES ARE DISCUSSED AT THE ANNUAL MEETING OF THE DECLARATION OF TRUST WITH THE TRUSTEES, ATTORNEY, TREASURER AND ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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IRS990/USAddress/AddressLine1Txt012 TANGLEWOOD ROAD
IRS990/USAddress/CityNm0WOODSTOCK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012498
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIERAN BELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09144756277
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW PALTZ UNITED TEACHERS BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0146175557
ReturnHeader/Filer/PhoneNum09144756277
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO KIERAN BELL PO BOX 848
ReturnHeader/Filer/USAddress/CityNm0NEW PALTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012561
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141650555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOSTER & SCHMALKUCHE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDINER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012525
ReturnHeader/PreparerPersonGrp/PhoneNum08452551813
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK W SCHMALKUCHE CPAPFS CFP
ReturnHeader/ReturnTs02026-01-19T15:48:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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