Civic Intelligence

Dutchess County Boces Member Plus Benefit Trust

990EZ • Fiscal year 2014 • EIN 20-3749165

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
5 Boces Road12601

(845) 473-2230

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2014 filings • NTEE J40 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$600

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • NTEE J40 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$31,686

No earlier filing loaded for comparison.

Net Assets

$31,686

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

$53,227

No earlier filing loaded for comparison.

Expenses

$47,661

No earlier filing loaded for comparison.

Net Income

$5,566

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$31,686
Liabilities-
Net Assets$31,686
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$53,227
Expenses$47,661
Net Income$5,566
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$53,227
Mission and Program Overview

Mission

Purchase dental insurance for participating members

Purchase dental insurance for 78 members

Program Services

DescriptionGrantsExpenses
ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS.-$47,661
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KEENERPresident-$600-$600
VERONICA HELLERCoordinator Of Health Benefits-$600-$600
SANDY DIESINGVice President-$600-$600
PATRICIA CORDATOTreasurer-$600-$600
Filing and Contact Details

Filer

EIN
20-3749165
Phone
8454732230

Signing Officer

Name
Patricia Cordato
Title
Treasurer
Phone
8454732230
Signed
2014-11-14

Preparer

Preparer
Kevin Callaghan
Phone
8454621386
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“OFFICE EXPENSES 67.”

Raw XML Appendix102 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/BenefitsPaidToOrForMembersAmt045185
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA CORDATO
IRS990EZ/BooksInCareOfDetail/PhoneNum08454732230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine105 BOCES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/City0POUGHKEEPSIE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode012601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026120
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031686
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05566
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026120
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031686
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt053227
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026120
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031686
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026120
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031686
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES KEENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY DIESING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATRICIA CORDATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COORDINATOR OF HEALTH BENEFITS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067
IRS990EZ/PrimaryExemptPurposeTxt0PURCHASE DENTAL INSURANCE FOR 78 MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt09
IRS990EZ/ProgramServiceRevenueAmt053227
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt047661
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt047661
IRS990EZ/TotalProgramServiceExpensesAmt047661
IRS990EZ/TotalRevenueAmt053227
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICE EXPENSES 67.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CORDATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732230
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10DUTCHESS COUNTY BOCES MEMBER PLUS BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DUTC
ReturnHeader/Filer/EIN0203749165
ReturnHeader/Filer/PhoneNum08454732230
ReturnHeader/Filer/USAddress/AddressLine105 BOCES ROAD
ReturnHeader/Filer/USAddress/City0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CALLAGHAN TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1013 HASBROUCK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode012603
ReturnHeader/PreparerPersonGrp/PhoneNum08454621386
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN CALLAGHAN
ReturnHeader/ReturnTs02014-11-20T07:33:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,686
Liabilities
-
Net assets
$31,686
Revenue
$53,227
Expenses
$47,661
Net income
$5,566
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