Civic Intelligence

East Aurora Faculty Assoc Employee Benefit Tr Fund

EIN 16-6423502 • 501(c)9 • East Aurora, NY

Profile

To provide benefits to its members

430 Main StEast Aurora, NY 14052

n/A

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

-9.2%

Higher net margin than 52% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$1,200

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

-19%

Faster asset growth than 59% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

-2.8%

Faster revenue growth than 66% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$62,476

Down $15,066 (-19%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

$62,476

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue80th percentileNet Margin52nd percentile

Revenue

Down

$163,900

Down $4,783 (-2.8%) from 2024

Expenses

Up

$178,966

Up $4,620 (+2.6%) from 2024

Net Income

Down

-$15,066

Down $9,403 (-166%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2011: $112,855Liabilities 2011: $02011Assets 2012: $120,027Liabilities 2012: $02012Assets 2013: $115,030Liabilities 2013: $02013Assets 2014: $89,154Liabilities 2014: $02014Assets 2015: $74,040Liabilities 2015: $02015Assets 2016: $49,939Liabilities 2016: $02016Assets 2017: $67,904Liabilities 2017: $02017Assets 2018: $87,236Liabilities 2018: $02018Assets 2019: $97,202Liabilities 2019: $02019Assets 2020: $102,955Liabilities 2020: $02020Assets 2021: $96,239Liabilities 2021: $02021Assets 2022: $85,293Liabilities 2022: $02022Assets 2023: $83,205Liabilities 2023: $0Net Assets 2023: $83,2052023Assets 2024: $77,542Liabilities 2024: $02024Assets 2025: $62,476Liabilities 2025: $0Net Assets 2025: $62,4762025

Highlighted filing

2025

Assets$62,476
Liabilities$0
Net Assets$62,476
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$100K$0-$100KRevenue 2011: $150,257Expenses 2011: $129,081Net Income 2011: $21,1762011Revenue 2012: $154,927Expenses 2012: $147,755Net Income 2012: $7,1722012Revenue 2013: $154,584Expenses 2013: $159,581Net Income 2013: -$4,9972013Revenue 2014: $111,685Expenses 2014: $137,577Net Income 2014: -$25,8922014Revenue 2015: $128,889Expenses 2015: $144,004Net Income 2015: -$15,1152015Revenue 2016: $114,266Expenses 2016: $138,367Net Income 2016: -$24,1012016Revenue 2017: $158,856Expenses 2017: $140,891Net Income 2017: $17,9652017Revenue 2018: $155,876Expenses 2018: $136,544Net Income 2018: $19,3322018Revenue 2019: $153,446Expenses 2019: $143,480Net Income 2019: $9,9662019Revenue 2020: $161,972Expenses 2020: $156,219Net Income 2020: $5,7532020Revenue 2021: $145,269Expenses 2021: $151,985Net Income 2021: -$6,7162021Revenue 2022: $145,518Expenses 2022: $156,464Net Income 2022: -$10,9462022Revenue 2023: $172,434Expenses 2023: $174,522Net Income 2023: -$2,0882023Revenue 2024: $168,683Expenses 2024: $174,346Net Income 2024: -$5,6632024Revenue 2025: $163,900Expenses 2025: $178,966Net Income 2025: -$15,0662025

Highlighted filing

2025

Revenue$163,900
Expenses$178,966
Net Income-$15,066
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$62,476
Liabilities
$0
Net assets
$62,476
Revenue
$163,900
Expenses
$178,966
Net income
-$15,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$1.64$1.79$0.15
2024Summary only. Only limited summary data is available for this year.$0.78$0.00$1.69$1.74$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$1.72$1.75$0.02
2022Summary only. Only limited summary data is available for this year.$0.85$0.00$1.46$1.56$0.11
2021Summary only. Only limited summary data is available for this year.$0.96$0.00$1.45$1.52$0.07
2020Summary only. Only limited summary data is available for this year.$1.03$0.00$1.62$1.56$0.06
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$1.53$1.43$0.10
2018Summary only. Only limited summary data is available for this year.$0.87$0.00$1.56$1.37$0.19
2017Summary only. Only limited summary data is available for this year.$0.68$0.00$1.59$1.41$0.18
2016Summary only. Only limited summary data is available for this year.$0.50$0.00$1.14$1.38$0.24
2015Summary only. Only limited summary data is available for this year.$0.74$0.00$1.29$1.44$0.15
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$1.12$1.38$0.26
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$1.55$1.60$0.05
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.55$1.48$0.07
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$1.50$1.29$0.21
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$172,434
Mission and Program Overview

Mission

To provide benefits ti its members.

To provide benefits to its members

Program Services

DescriptionGrantsExpenses
LEGAL VISION DENTAL INSURANCE-$169,354
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE MARTINDALESecretarymemberships-$1,200-$1,200
JAMES STONEBRAKERPresidentPT$1,200-$1,200
KIMBERLY MCATEETreasurer-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
East Aurora Faculty Assoc Employee Benefit Tr Fund
EIN
16-6423502
In Care Of
% KIMBERLY MCATEE
Phone
7166872300
Address
430 MAIN ST, East Aurora, NY 14052

Signing Officer

Name
Kimberly Mcatee
Title
Treasurer
Phone
7162079937
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Nicole E Serra CPA
Address
17 Cherrywood Ridge, Holland, NY 14080
Preparer
Nicole E Serra
Phone
7166556519
Raw XML Appendix109 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0169354
IRS990EZ/BooksInCareOfDetail/PersonNm0KIMBERLY MCATEE
IRS990EZ/BooksInCareOfDetail/PhoneNum07162079937
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0440 GIRARD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAST AURORA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014052
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt085293
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083205
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2088
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01550
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt085293
IRS990EZ/Form990TotalAssetsGrp/EOYAmt083205
IRS990EZ/GrossReceiptsAmt0172434
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt062411
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt085293
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083205
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt085293
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083205
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt21200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHANIE MARTINDALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES STONEBRAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIMBERLY MCATEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SECRETARYMEMBERSHIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE BENEFITS TO ITS MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt018
IRS990EZ/ProgramServiceRevenueAmt0110000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEGAL VISION DENTAL INSURANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0169354
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0174522
IRS990EZ/TotalProgramServiceExpensesAmt0169354
IRS990EZ/TotalRevenueAmt0172434
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY MCATEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07162079937
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAST AURORA FACULTY ASSOC EMPLOYEE BENEFIT TR FUND
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0166423502
ReturnHeader/Filer/InCareOfNm0% KIMBERLY MCATEE
ReturnHeader/Filer/PhoneNum07166872300
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0East Aurora
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014052
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208158972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nicole E Serra CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 Cherrywood Ridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Holland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014080
ReturnHeader/PreparerPersonGrp/PhoneNum07166556519
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE E SERRA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T19:06:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCATEE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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