Civic Intelligence

Dutchess County Boces Member Plus Benefit Trust

990EZ • Fiscal year 2015 • EIN 20-3749165

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileN/A
5 Boces RoadPoughkeepsie, NY 12601

(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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

2015 filings • NTEE J40 • <$500k nonprofits • Source year 2015

Top Officer Pay

70th percentile

$600

Higher top officer pay than 70% of similar nonprofits.

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

2015 filings • NTEE J40 • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-0.6%

Faster asset growth than 40% of similar nonprofits.

2015 filings • NTEE J40 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

6.9%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • NTEE J40 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$31,498

Down $188 (-0.6%) from 2014

Net Assets

Down

$31,498

Down $188 (-0.6%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Up

$56,895

Up $3,668 (+6.9%) from 2014

Expenses

Up

$57,083

Up $9,422 (+20%) from 2014

Net Income

Down

-$188

Down $5,754 (-103%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2015

Assets$31,498
Liabilities-
Net Assets$31,498
Open 2015 Filing

Operations Trend

Revenue Growth63rd 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

2015

Revenue$56,895
Expenses$57,083
Net Income-$188
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$56,895
Mission and Program Overview

Mission

Purchase dental insurance for participating members

Program Services

DescriptionGrantsExpenses
ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS-$57,083
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES KEENERPresident-$600-$600
VERONICA HELLERBenefits COO-$600-$600
SANDY DIESINGVice Preside-$600-$600
PATRICIA CORDATOTreasurer-$600-$600
Filing and Contact Details

Filer

Filer Name
Dutchess County Boces
EIN
20-3749165
Phone
8454732230
Address
5 BOCES ROAD, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Patricia Cordato
Title
Treasurer
Phone
8454732230
Signed
2015-11-12

Preparer

Firm
D'ARCANGELO & CO LLP
Address
140 CHURCH STREET PO BOX D, MILLBROOK, NY 12545
Preparer
Wayne E Sauer
Phone
8456776823
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses nys filing fee 25 bank service charge 39 total 64”

Raw XML Appendix96 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/BenefitsPaidToOrForMembersAmt054524
IRS990EZ/BooksInCareOfDetail/PersonNm0PATRICIA CORDATO
IRS990EZ/BooksInCareOfDetail/PhoneNum08454732230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 BOCES ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0POUGHKEEPSIE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031686
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031498
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-188
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt075
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031686
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031498
IRS990EZ/GrossReceiptsAmt056895
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031686
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031498
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031686
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031498
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/TitleTxt1BENEFITS COO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt064
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PURCHASE DENTAL INSURANCE FOR PARTICIPATING MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramServiceRevenueAmt056895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADMINISTER DENTAL INSURANCE PROGRAM FOR ALL PARTICIPATING MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057083
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt057083
IRS990EZ/TotalProgramServiceExpensesAmt057083
IRS990EZ/TotalRevenueAmt056895
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NYS FILING FEE 25 BANK SERVICE CHARGE 39 TOTAL 64
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CORDATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08454732230
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUTCHESS COUNTY BOCES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMBER PLUS BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DUTC
ReturnHeader/Filer/EIN0203749165
ReturnHeader/Filer/PhoneNum08454732230
ReturnHeader/Filer/USAddress/AddressLine1Txt05 BOCES ROAD
ReturnHeader/Filer/USAddress/CityNm0POUGHKEEPSIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 CHURCH STREET PO BOX D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILLBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012545
ReturnHeader/PreparerPersonGrp/PhoneNum08456776823
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE E SAUER
ReturnHeader/ReturnTs02015-11-13T15:30:41-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,498
Liabilities
-
Net assets
$31,498
Revenue
$56,895
Expenses
$57,083
Net income
-$188
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