Civic Intelligence

Dutchess County Boces Member Plus Benefit Trust

990EZ • Fiscal year 2018 • EIN 20-3749165

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 10, 2018

Organization ProfileN/A
5 Boces RoadPoughkeepsie, NY 12601

(845) 486-4800

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

12th percentile

-12%

Higher net margin than 12% of similar nonprofits.

2018 filings • NTEE J40 • <$500k nonprofits • Source year 2018

Top Officer Pay

65th percentile

$599

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2018 filings • NTEE J40 • <$500k nonprofits • Source year 2018

Asset Growth

8th percentile

-24%

Faster asset growth than 8% of similar nonprofits.

2018 filings • NTEE J40 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • NTEE J40 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$17,675

Down $5,715 (-24%) from 2017

Net Assets

Down

$17,675

Down $5,715 (-24%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$47,223

Down $12,949 (-22%) from 2017

Expenses

Down

$52,938

Down $13,602 (-20%) from 2017

Net Income

Up

-$5,715

Up $653 (+10%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2018

Assets$17,675
Liabilities-
Net Assets$17,675
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

2018

Revenue$47,223
Expenses$52,938
Net Income-$5,715
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 10, 2018
Return Version
2017v2.3
Gross Receipts
$47,223
Mission and Program Overview

Mission

Purchase dental insurance for participating members

Program Services

DescriptionGrantsExpenses
ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS-$52,938
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY LAKEPresident-$599-$599
VERONICA HELLERBenefits Coordinator-$599-$599
SANDY DIESINGVice President-$599-$599
BARBARA COSTAKISTreasurer-$299-$299
MARYETTA HENRYTreasurer-$299-$299
Filing and Contact Details

Filer

Filer Name
Dutchess County Boces Member Plus Benefit Trust
EIN
20-3749165
Phone
8454864800
Address
5 BOCES ROAD, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Maryetta Henry
Title
Treasurer
Phone
8454864800
Signed
2018-12-10
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
2566 SOUTH RD STE 2, POUGHKEEPSIE, NY 12601
Preparer
Jean Berasi
Phone
8454541172
Supplemental Narrative

Additional Explanations

Part I Line 16

“NYS FILING FEE 25”

Part I Line 16

“BANK SERVICE CHARGE 36”

Part I Line 16

“Postage and usb storage device 20”

Raw XML Appendix110 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/BenefitsPaidToOrForMembersAmt050111
IRS990EZ/BooksInCareOfDetail/PersonNm0MARYETTA HENRY
IRS990EZ/BooksInCareOfDetail/PhoneNum08454864800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 BOCES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Poughkeepsie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017675
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5715
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023390
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017675
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt047223
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017675
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017675
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2599
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAY LAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VERONICA HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SANDY DIESING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BARBARA COSTAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARYETTA HENRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BENEFITS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt081
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PURCHASE DENTAL INSURANCE FOR PARTICIPATING MEMBERS
IRS990EZ/ProgramServiceRevenueAmt047223
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt052938
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02396
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052938
IRS990EZ/TotalProgramServiceExpensesAmt052938
IRS990EZ/TotalRevenueAmt047223
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NYS FILING FEE 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK SERVICE CHARGE 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSTAGE AND USB STORAGE DEVICE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART I LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYETTA HENRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08454864800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUTCHESS COUNTY BOCES MEMBER PLUS BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOCE
ReturnHeader/Filer/EIN0203749165
ReturnHeader/Filer/PhoneNum08454864800
ReturnHeader/Filer/USAddress/AddressLine1Txt05 BOCES ROAD
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02C65B6949E0DE083B182B580EA82BF24143159F9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02C65B6949E0DE083B182B580EA82BF24143159F9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.40.130.178
ReturnHeader/FilingSecurityInformation/IPDt02018-12-11
ReturnHeader/FilingSecurityInformation/IPTm011:55:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02566 SOUTH RD STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POUGHKEEPSIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012601
ReturnHeader/PreparerPersonGrp/PhoneNum08454541172
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jean Berasi
ReturnHeader/ReturnTs02018-12-10T21:57:36Z
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,675
Liabilities
-
Net assets
$17,675
Revenue
$47,223
Expenses
$52,938
Net income
-$5,715
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