Civic Intelligence

Dutchess County Boces

EIN 20-3749165 • 501(c)5 • Poughkeepsie, NY

Profile

Purchase dental insurance for participating members

5 Boces RoadPoughkeepsie, NY 12601

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

43rd percentile

3.6%

Higher net margin than 43% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Source year 2023

Top Officer Pay

62nd percentile

$899

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

NTEE J40 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

48th percentile

1.1%

Faster revenue growth than 48% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,031

Up $2,251 (+13%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$20,031

Up $2,251 (+13%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin43rd percentile

Revenue

Up

$62,098

Up $681 (+1.1%) from 2022

Expenses

Up

$59,847

Up $9,284 (+18%) from 2022

Net Income

Down

$2,251

Down $8,603 (-79%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$40K$30K$20K$10K$0Assets 2014: $31,686Net Assets 2014: $31,6862014Assets 2015: $31,498Net Assets 2015: $31,4982015Assets 2016: $29,758Net Assets 2016: $29,7582016Assets 2017: $23,390Net Assets 2017: $23,3902017Assets 2018: $17,675Net Assets 2018: $17,6752018Assets 2019: $15,213Liabilities 2019: $02019Assets 2020: $8,558Net Assets 2020: $8,5582020Assets 2021: $11,255Net Assets 2021: $11,2552021Assets 2022: $17,780Net Assets 2022: $17,7802022Assets 2023: $20,031Net Assets 2023: $20,0312023

Highlighted filing

2023

Assets$20,031
Liabilities-
Net Assets$20,031
Open 2023 Filing

Operations Trend

Revenue Growth48th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $53,227Expenses 2014: $47,661Net Income 2014: $5,5662014Revenue 2015: $56,895Expenses 2015: $57,083Net Income 2015: -$1882015Revenue 2016: $56,489Expenses 2016: $58,230Net Income 2016: -$1,7412016Revenue 2017: $60,172Expenses 2017: $66,540Net Income 2017: -$6,3682017Revenue 2018: $47,223Expenses 2018: $52,938Net Income 2018: -$5,7152018Revenue 2019: $51,384Expenses 2019: $53,846Net Income 2019: -$2,4622019Revenue 2020: $48,254Expenses 2020: $54,909Net Income 2020: -$6,6552020Revenue 2021: $52,834Expenses 2021: $50,137Net Income 2021: $2,6972021Revenue 2022: $61,417Expenses 2022: $50,563Net Income 2022: $10,8542022Revenue 2023: $62,098Expenses 2023: $59,847Net Income 2023: $2,2512023

Highlighted filing

2023

Revenue$62,098
Expenses$59,847
Net Income$2,251
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,031
Liabilities
-
Net assets
$20,031
Revenue
$62,098
Expenses
$59,847
Net income
$2,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$20.0$20.0$62.1$59.8$2.25
2022Detailed filing. Detailed filing data is available for this year.$17.8$17.8$61.4$50.6$10.9
2021Detailed filing. Detailed filing data is available for this year.$11.3$11.3$52.8$50.1$2.70
2020Detailed filing. Detailed filing data is available for this year.$8.56$8.56$48.3$54.9$6.66
2019Summary only. Only limited summary data is available for this year.$15.2$0.00$51.4$53.8$2.46
2018Detailed filing. Detailed filing data is available for this year.$17.7$17.7$47.2$52.9$5.72
2017Detailed filing. Detailed filing data is available for this year.$23.4$23.4$60.2$66.5$6.37
2016Detailed filing. Detailed filing data is available for this year.$29.8$29.8$56.5$58.2$1.74
2015Detailed filing. Detailed filing data is available for this year.$31.5$31.5$56.9$57.1$0.19
2014Detailed filing. Detailed filing data is available for this year.$31.7$31.7$53.2$47.7$5.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$62,098
Mission and Program Overview

Mission

Purchase dental insurance for participating members

Program Services

DescriptionGrantsExpenses
ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL BRAMMERBookkeeper-$899-$899
MARI HUBERBenefits Coordinator-$598-$598
RAYMOND LAKEPresident-$0--
KIM BAXTERBookkeeper-$0--
BARBARA DONAGHEYVice President-$0--
MARI HUBERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dutchess County Boces Member Plus Benefit Trust
EIN
20-3749165
Phone
8454864840
Address
5 BOCES ROAD, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Fernando Zambrano
Title
President
Phone
8454864840
Signed
2023-10-30
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Jean Berasi
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part 1 Line 16

“BANK FEES $36”

Part 1 Line 16

“FILING CABINET $92”

Raw XML Appendix107 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/BenefitsPaidToOrForMembersAmt057985
IRS990EZ/BooksInCareOfDetail/PersonNm0RACHAEL BRAMMER
IRS990EZ/BooksInCareOfDetail/PhoneNum08454864840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 BOCES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Poughkeepsie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017780
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020031
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02251
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017780
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020031
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt062098
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017780
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020031
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017780
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020031
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1598
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5899
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAYMOND LAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARI HUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM BAXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA DONAGHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARI HUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RACHEL BRAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BENEFITS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOOKKEEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOOKKEEPER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PURCHASE DENTAL INSURANCE FOR PARTICIPATING MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt038
IRS990EZ/ProgramServiceRevenueAmt062098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01497
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059847
IRS990EZ/TotalRevenueAmt062098
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK FEES $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILING CABINET $92
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART 1 LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0FERNANDO ZAMBRANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454864840
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUTCHESS COUNTY BOCES MEMBER PLUS BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOCE
ReturnHeader/Filer/EIN0203749165
ReturnHeader/Filer/PhoneNum08454864840
ReturnHeader/Filer/USAddress/AddressLine1Txt05 BOCES ROAD
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jean Berasi
ReturnHeader/ReturnTs02023-10-27T19:52:27Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FERNANDO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZAMBRANO
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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