Civic Intelligence

Half Hollow Hills Teachers Association Welfare Trust Fund

990 • Fiscal year 2017 • EIN 20-4078514

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 17, 2017

Organization Profile
6268 Jericho TurnpikeCommack, NY 11725

(631) 499-4240

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.73x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.22x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Net Margin

48th percentile

9.8%

Higher net margin than 48% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE Y • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

1.9%

Faster asset growth than 32% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-2.6%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$537,051

Up $9,961 (+1.9%) from 2016

Net Assets

Up

$147,684

Up $171,661 (+716%) from 2016

Liabilities

Down

$389,367

Down $161,700 (-29%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin48th percentile

Revenue

Down

$1,745,660

Down $47,127 (-2.6%) from 2016

Expenses

Down

$1,573,999

Down $105,635 (-6.3%) from 2016

Net Income

Up

$171,661

Up $58,508 (+52%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.0M$0-$1.0MAssets 2011: $388,647Liabilities 2011: $432,766Net Assets 2011: -$44,1192011Assets 2012: $227,256Liabilities 2012: $382,519Net Assets 2012: -$155,2632012Assets 2013: $225,897Liabilities 2013: $560,215Net Assets 2013: -$334,3182013Assets 2014: $165,387Liabilities 2014: $389,348Net Assets 2014: -$223,9612014Assets 2015: $427,302Liabilities 2015: $564,432Net Assets 2015: -$137,1302015Assets 2016: $527,090Liabilities 2016: $551,067Net Assets 2016: -$23,9772016Assets 2017: $537,051Liabilities 2017: $389,367Net Assets 2017: $147,6842017Assets 2018: $717,609Liabilities 2018: $527,949Net Assets 2018: $189,6602018Assets 2019: $952,261Liabilities 2019: $711,358Net Assets 2019: $240,9032019Assets 2020: $1,018,506Liabilities 2020: $447,601Net Assets 2020: $570,9052020Assets 2021: $1,147,458Liabilities 2021: $463,005Net Assets 2021: $684,4532021Assets 2022: $1,502,023Liabilities 2022: $561,567Net Assets 2022: $940,4562022Assets 2023: $1,829,597Liabilities 2023: $762,502Net Assets 2023: $1,067,0952023Assets 2024: $1,768,121Liabilities 2024: $610,833Net Assets 2024: $1,157,2882024Assets 2025: $1,717,600Liabilities 2025: $513,377Net Assets 2025: $1,204,2232025

Highlighted filing

2017

Assets$537,051
Liabilities$389,367
Net Assets$147,684
Open 2017 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,647,645Expenses 2011: $2,017,123Net Income 2011: -$369,4782011Expenses 2012: $1,778,3712012Expenses 2013: $1,872,8582013Revenue 2014: $1,935,405Expenses 2014: $1,825,048Net Income 2014: $110,3572014Revenue 2015: $1,763,391Expenses 2015: $1,676,560Net Income 2015: $86,8312015Revenue 2016: $1,792,787Expenses 2016: $1,679,634Net Income 2016: $113,1532016Revenue 2017: $1,745,660Expenses 2017: $1,573,999Net Income 2017: $171,6612017Revenue 2018: $1,770,219Expenses 2018: $1,728,243Net Income 2018: $41,9762018Revenue 2019: $1,859,834Expenses 2019: $1,808,591Net Income 2019: $51,2432019Revenue 2020: $1,905,174Expenses 2020: $1,575,172Net Income 2020: $330,0022020Revenue 2021: $1,892,584Expenses 2021: $1,779,036Net Income 2021: $113,5482021Revenue 2022: $1,916,238Expenses 2022: $1,660,235Net Income 2022: $256,0032022Revenue 2023: $1,892,284Expenses 2023: $1,765,645Net Income 2023: $126,6392023Revenue 2024: $1,876,614Expenses 2024: $1,786,421Net Income 2024: $90,1932024Revenue 2025: $2,003,979Expenses 2025: $1,946,156Net Income 2025: $57,8232025

Highlighted filing

2017

Revenue$1,745,660
Expenses$1,573,999
Net Income$171,661
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 17, 2017
Return Version
2016v3.0
Gross Receipts
$1,745,660
Mission and Program Overview

Mission

The welfare trust fund provides dental, life insurance, long-term disability, and vision benefits for members.

The welfare trust fund provides dental, life insurance, long-term disability, and excess major medical benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$435,576$479,260▲ $43,684
Prepaid Expenses and Deferred Charges$52,010$54,253▲ $2,243
Accounts Receivable$35,067--
Land, Buildings, and Equipment, Net$4,437$3,538▼ $899
Total Assets$527,090$537,051▲ $9,961
Liabilities
Other Liabilities$551,067$389,367▼ $161,700
Total Liabilities$551,067$389,367▼ $161,700
Net Assets / Fund Balance
Unrestricted Net Assets$-23,977$147,684▲ $171,661
Total Net Assets Fund Balance$-23,977$147,684▲ $171,661
Total Liabilities and Net Assets / Fund Balance$527,090$537,051▲ $9,961

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,538$15,355$18,893
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
Richard HaasePresident
Crystal RobertsTrustee
Heather NearyTrustee
Lori LevineTrustee
Marianne PastoressaTrustee
Mike FalenTrustee
Suzann SchmanskiTrustee
Richard LeeAdministrator
Debra RotharSecretary
Sarah BaptisteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,743,903
Investment Income
$1,757
Other Revenue
$0
Change in Net Assets
$171,661

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,745,660
Total Revenue per Audited Statements
$1,745,660
Total Revenue per Form 990
$1,745,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$98,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,475,031--$1,475,031
Other Expenses$86,119--$86,119
Fees for Services Accounting$6,023--$6,023
Insurance$4,869--$4,869
Depreciation Depletion$899--$899
Office Expenses$150--$150
Total Functional Expenses$1,573,999$0$0$1,573,999

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,573,999
Total Expenses per Audited Statements$1,573,999
Total Expenses per Form 990$1,573,999
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Teachers Association$195,367
Benefit Obligations$194,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“A draft copy of the 990 is provided to the governing board approximately 1 month prior to the due date of the return. The governing board reviews the 990 at a board meeting and notes any changes that may be needed. After any changes are made, the return is again reviewed by at least two members of the board prior to signing and filing.”

Conflict of interest policy compliance Part VI line 12C

“Directors or trustees and key employees are required to disclose annually interest that could give rise to conflicts. The welfare trust regulary and consistently monitors and enforces compliance with the policy.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to individuals who have a valid reason to review tese documents. These items, where appropriate, are supplied in a paper format.”

Filing and Contact Details

Filer

Filer Name
Half Hollow Hills Teachers Assoc Wt
EIN
20-4078514
Address
6268 JERICHO TURNPIKE, COMMACK, NY 11725

Signing Officer

Name
Sarah Baptiste
Title
Treasurer
Phone
6314994240
Signed
2017-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Skinnon and Faber Cpas Pc
Address
3690 EXPRESSWAY DRIVE SOUTH, Islandia, NY 11749
Preparer
John J Skinnon CPA
Phone
6318511201
Supplemental Narrative

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“The trust was established on september 1, 1979 to provide a fund for members of the district to provide for benefits and the general welfare of the members of the district. The trust has qualified pursuant to section 501 (c) (9) of the internal revenue code for tax exampt status. Accordingly, no tax provision for income taxes has been made. Although the trust is subject to routine audits by taxing jurisdictions there are currently no audits for any tax periods in progress. Income tax returns, once filed, are generally subject to examination for a three year period.tax years that are currently open for potential examination are for the years ended august 31, 2015, 2016 and 2017. The accompanying financial statements have been prepared in accordance with financial accounting standards board asc 740-10(formerly known as fasb interpretation no. 48) which prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Management has determined that there is no impact on the accompanying financial stateemnts as a result of implementation of asc 740-10.”

Raw XML Appendix370 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt035067
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE WELFARE TRUST FUND PROVIDES DENTAL, LIFE INSURANCE, LONG-TERM DISABILITY, AND EXCESS MAJOR MEDICAL BENEFITS FOR MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01475031
IRS990/BenefitsToMembersGrp/TotalAmt01475031
IRS990/BooksInCareOfDetail/PersonNm0SARAH BAPTISTE
IRS990/BooksInCareOfDetail/PhoneNum06314994240
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06268 JERICHO TURNPIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0COMMACK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011725
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01475031
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01757
IRS990/CYOtherExpensesAmt098968
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01743903
IRS990/CYRevenuesLessExpensesAmt0171661
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01573999
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01745660
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0899
IRS990/DepreciationDepletionGrp/TotalAmt0899
IRS990/Desc0SEE SERVICES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt01573999
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06023
IRS990/FeesForServicesAccountingGrp/TotalAmt06023
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0MARIANNE PASTORESSA
IRS990/Form990PartVIISectionAGrp/PersonNm1CRYSTAL ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE FALEN
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZANN SCHMANSKI
IRS990/Form990PartVIISectionAGrp/PersonNm5HEATHER NEARY
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD HAASE
IRS990/Form990PartVIISectionAGrp/PersonNm7SARAH BAPTISTE
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD LEE
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBRA ROTHAR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01745660
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt04869
IRS990/InsuranceGrp/TotalAmt04869
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01757
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01757
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015355
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04437
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03538
IRS990/LandBldgEquipCostOrOtherBssAmt018893
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WELFARE TRUST FUND PROVIDES DENTAL, LIFE INSURANCE, LONG-TERM DISABILITY, AND EXCESS MAJOR MEDICAL BENEFITS FOR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-23977
IRS990/NetAssetsOrFundBalancesEOYAmt0147684
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt0150
IRS990/OfficeExpensesGrp/TotalAmt0150
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEETINGS AND WORKSHOPS
IRS990/OtherExpensesGrp/Desc1CONFERENCE EXPENSES
IRS990/OtherExpensesGrp/Desc2EXP REIMBURSEMENT TO HHHTA
IRS990/OtherExpensesGrp/ProgramServicesAmt0465
IRS990/OtherExpensesGrp/ProgramServicesAmt1443
IRS990/OtherExpensesGrp/ProgramServicesAmt286119
IRS990/OtherExpensesGrp/TotalAmt0465
IRS990/OtherExpensesGrp/TotalAmt1443
IRS990/OtherExpensesGrp/TotalAmt286119
IRS990/OtherLiabilitiesGrp/BOYAmt0551067
IRS990/OtherLiabilitiesGrp/EOYAmt0389367
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052010
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt054253
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SD BENEFIT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01743903
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01743903
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01581859
IRS990/PYInvestmentIncomeAmt01126
IRS990/PYOtherExpensesAmt097775
IRS990/PYProgramServiceRevenueAmt01791661
IRS990/PYRevenuesLessExpensesAmt0113153
IRS990/PYTotalExpensesAmt01679634
IRS990/PYTotalRevenueAmt01792787
IRS990/ReconcilationRevenueExpnssAmt0171661
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0435576
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0479260
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03538
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015355
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018893
IRS990ScheduleD/ExpensesSubtotalAmt01573999
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0194000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1195367
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO TEACHERS ASSOCIATION
IRS990ScheduleD/RevenueSubtotalAmt01745660
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS ESTABLISHED ON SEPTEMBER 1, 1979 TO PROVIDE A FUND FOR MEMBERS OF THE DISTRICT TO PROVIDE FOR BENEFITS AND THE GENERAL WELFARE OF THE MEMBERS OF THE DISTRICT. THE TRUST HAS QUALIFIED PURSUANT TO SECTION 501 (C) (9) OF THE INTERNAL REVENUE CODE FOR TAX EXAMPT STATUS. ACCORDINGLY, NO TAX PROVISION FOR INCOME TAXES HAS BEEN MADE. ALTHOUGH THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INCOME TAX RETURNS, ONCE FILED, ARE GENERALLY SUBJECT TO EXAMINATION FOR A THREE YEAR PERIOD.TAX YEARS THAT ARE CURRENTLY OPEN FOR POTENTIAL EXAMINATION ARE FOR THE YEARS ENDED AUGUST 31, 2015, 2016 AND 2017. THE ACCOMPANYING FINANCIAL STATEMENTS HAVE BEEN PREPARED IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740-10(FORMERLY KNOWN AS FASB INTERPRETATION NO. 48) WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. MANAGEMENT HAS DETERMINED THAT THERE IS NO IMPACT ON THE ACCOMPANYING FINANCIAL STATEEMNTS AS A RESULT OF IMPLEMENTATION OF ASC 740-10.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03538
IRS990ScheduleD/TotalExpensesPerForm990Amt01573999
IRS990ScheduleD/TotalLiabilityAmt0389367
IRS990ScheduleD/TotalRevenuePerForm990Amt01745660
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01745660
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01573999
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE 990 IS PROVIDED TO THE GOVERNING BOARD APPROXIMATELY 1 MONTH PRIOR TO THE DUE DATE OF THE RETURN. THE GOVERNING BOARD REVIEWS THE 990 AT A BOARD MEETING AND NOTES ANY CHANGES THAT MAY BE NEEDED. AFTER ANY CHANGES ARE MADE, THE RETURN IS AGAIN REVIEWED BY AT LEAST TWO MEMBERS OF THE BOARD PRIOR TO SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE WELFARE TRUST REGULARY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO INDIVIDUALS WHO HAVE A VALID REASON TO REVIEW TESE DOCUMENTS. THESE ITEMS, WHERE APPROPRIATE, ARE SUPPLIED IN A PAPER FORMAT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HALF HOLLOW HILLS TEACHERS ASSOCIAT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0112312861
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATING A UNION FOR THE BENEFIT OF UNION MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06268 JERICHO TURNPIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COMMACK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011725
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0527090
IRS990/TotalAssetsEOYAmt0537051
IRS990/TotalAssetsGrp/BOYAmt0527090
IRS990/TotalAssetsGrp/EOYAmt0537051
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01573999
IRS990/TotalFunctionalExpensesGrp/TotalAmt01573999
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0551067
IRS990/TotalLiabilitiesEOYAmt0389367
IRS990/TotalLiabilitiesGrp/BOYAmt0551067
IRS990/TotalLiabilitiesGrp/EOYAmt0389367
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-23977
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0147684
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01573999
IRS990/TotalProgramServiceRevenueAmt01743903
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01745660
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01745660
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0527090
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0537051
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-23977
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0147684
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH BAPTISTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06314994240
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALF HOLLOW HILLS TEACHERS ASSOC WT
ReturnHeader/Filer/BusinessNameControlTxt0HALF
ReturnHeader/Filer/EIN0204078514
ReturnHeader/Filer/USAddress/AddressLine1Txt06268 JERICHO TURNPIKE
ReturnHeader/Filer/USAddress/CityNm0COMMACK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011725
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId049B37F0D30EDA195D6550104D6B6322210233FBE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId049B37F0D30EDA195D6550104D6B6322210233FBE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId01195302017352nmpwgcv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.118.176.59
ReturnHeader/FilingSecurityInformation/IPDt02017-12-18
ReturnHeader/FilingSecurityInformation/IPTm016:50:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113196893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKINNON AND FABER CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03690 EXPRESSWAY DRIVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Islandia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011749
ReturnHeader/PreparerPersonGrp/PhoneNum06318511201
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John J Skinnon CPA
ReturnHeader/ReturnTs02017-12-18T16:47:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,051
Liabilities
$389,367
Net assets
$147,684
Revenue
$1,745,660
Expenses
$1,573,999
Net income
$171,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.72$0.51$1.20$2.00$1.95$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.61$1.16$1.88$1.79$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.76$1.07$1.89$1.77$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.56$0.94$1.92$1.66$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.46$0.68$1.89$1.78$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.45$0.57$1.91$1.58$0.33
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.71$0.24$1.86$1.81$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.53$0.19$1.77$1.73$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.39$0.15$1.75$1.57$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.55$0.02$1.79$1.68$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.56$0.14$1.76$1.68$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.39$0.22$1.94$1.83$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.56$0.33$1.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.38$0.16$1.78
2011Summary only. Only limited summary data is available for this year.$0.39$0.43$0.04$1.65$2.02$0.37