Civic Intelligence

Dutchess County Boces Member Plus Benefit Trust

990EZ • Fiscal year 2020 • EIN 20-3749165

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 07, 2020

Organization ProfileN/A
5 Boces RoadPoughkeepsie, NY 12601

(845) 486-4840

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

12th percentile

-14%

Higher net margin than 12% of similar nonprofits.

2020 filings • NTEE J40 • <$500k nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$299

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • NTEE J40 • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-44%

Faster asset growth than 3% of similar nonprofits.

2020 filings • NTEE J40 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-6.1%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • NTEE J40 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,558

Down $6,655 (-44%) from 2019

Net Assets

$8,558

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$48,254

Down $3,130 (-6.1%) from 2019

Expenses

Up

$54,909

Up $1,063 (+2.0%) from 2019

Net Income

Down

-$6,655

Down $4,193 (-170%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2020

Assets$8,558
Liabilities-
Net Assets$8,558
Open 2020 Filing

Operations Trend

Revenue Growth41st 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

2020

Revenue$48,254
Expenses$54,909
Net Income-$6,655
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 7, 2020
Return Version
2019v5.1
Gross Receipts
$48,254
Mission and Program Overview

Mission

Purchase dental insurance for participating members

Program Services

DescriptionGrantsExpenses
ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS-$54,249
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VERONICA HELLERBenefits Coordinator-$299-$299
TONIANNE LEMCHAKBookkeeper-$299-$299
RAY LAKEPresident-$0--
SANDY DIESINGVice President-$0--
KIM CANNONTrustee-$0--
COURTNEY BOEHMTrustee-$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
Ray Lake
Title
President
Phone
8454864840
Signed
2020-11-07
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 101B, KANSAS CITY, MO 64105
Preparer
Jean Berasi
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part I Line 16

“NYS FILING FEE 25”

Part I Line 16

“BANK SERVICE FEES 36”

Raw XML Appendix112 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/BenefitsPaidToOrForMembersAmt054249
IRS990EZ/BooksInCareOfDetail/PersonNm0TONIANNE LEMCHAK
IRS990EZ/BooksInCareOfDetail/PhoneNum08454864840
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 BOCES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Poughkeepsie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015213
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08558
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6655
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015213
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08558
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt048254
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015213
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08558
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015213
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08558
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3299
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RAY LAKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDY DIESING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VERONICA HELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TONIANNE LEMCHAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIM CANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COURTNEY BOEHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BENEFITS COORDINATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOOKKEEPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PURCHASE DENTAL INSURANCE FOR PARTICIPATING MEMBERS
IRS990EZ/ProgramServiceRevenueAmt048254
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054249
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0599
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054909
IRS990EZ/TotalProgramServiceExpensesAmt054249
IRS990EZ/TotalRevenueAmt048254
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NYS FILING FEE 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK SERVICE FEES 36
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I LINE 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY LAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08454864840
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId00F7D598A4BB226ED1B221A5C9F973A04648C2161
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00F7D598A4BB226ED1B221A5C9F973A04648C2161
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.81.42.142
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTm009:00:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 101B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jean Berasi
ReturnHeader/ReturnTs02020-11-09T14:58:13Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,558
Liabilities
-
Net assets
$8,558
Revenue
$48,254
Expenses
$54,909
Net income
-$6,655
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