Civic Intelligence

Half Hollow Hills Teachers Association Welfare Trust Fund

990 • Fiscal year 2019 • EIN 20-4078514

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 27, 2019

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

91st percentile

0.75x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.38x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Net Margin

38th percentile

2.8%

Higher net margin than 38% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2019 filings • NTEE Y • $1M-$5M nonprofits • Source year 2019

Asset Growth

95th percentile

33%

Faster asset growth than 95% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

5.1%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$952,261

Up $234,652 (+33%) from 2018

Net Assets

Up

$240,903

Up $51,243 (+27%) from 2018

Liabilities

Up

$711,358

Up $183,409 (+35%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin38th percentile

Revenue

Up

$1,859,834

Up $89,615 (+5.1%) from 2018

Expenses

Up

$1,808,591

Up $80,348 (+4.6%) from 2018

Net Income

Up

$51,243

Up $9,267 (+22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2019

Assets$952,261
Liabilities$711,358
Net Assets$240,903
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$1,859,834
Expenses$1,808,591
Net Income$51,243
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 27, 2019
Return Version
2018v3.1
Gross Receipts
$1,859,834
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$454,790$907,783▲ $452,993
Prepaid Expenses and Deferred Charges$56,613--
Accounts Receivable$203,455$42,514▼ $160,941
Land, Buildings, and Equipment, Net$2,751$1,964▼ $787
Total Assets$717,609$952,261▲ $234,652
Liabilities
Other Liabilities$456,867$457,142▲ $275
Deferred Revenue-$161,700-
Accounts Payable and Accrued Expenses$71,082$92,516▲ $21,434
Total Liabilities$527,949$711,358▲ $183,409
Net Assets / Fund Balance
Unrestricted Net Assets$189,660$240,903▲ $51,243
Total Net Assets Fund Balance$189,660$240,903▲ $51,243
Total Liabilities and Net Assets / Fund Balance$717,609$952,261▲ $234,652

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,964$16,929$18,893
Compensation and Service Providers
Top Officer Pay44th 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
$1,852,998
Investment Income
$6,836
Other Revenue
$0
Change in Net Assets
$51,243

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,859,834
Total Revenue per Audited Statements
$1,859,834
Total Revenue per Form 990
$1,859,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,490
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$1,679,101--$1,679,101
Other Expenses$88,016--$88,016
Fees for Services Other$27,839--$27,839
Fees for Services Accounting$6,296--$6,296
Office Expenses$2,941--$2,941
Insurance$1,909--$1,909
Conferences and Meetings$1,052--$1,052
Depreciation Depletion$787--$787
Total Functional Expenses$1,808,591$0$0$1,808,591

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,808,591
Total Expenses per Audited Statements$1,808,591
Total Expenses per Form 990$1,808,591
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$263,142
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 these 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
2019-11-27
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
Michele Adamczyk CPA
Phone
6318511201
Supplemental Narrative

Financial Statement Notes

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

“The trust is exempt from federal and state income taxes under internal revenue code section 501(c)(9) and as such, has made no provision for income taxes in the accompanying financial statements. The trust has evaluated its activities for uncertain tax positions and has determined that there were no uncertain tax positions for the year ended august 31, 2019.”

Raw XML Appendix376 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND AS SUCH, HAS MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE TRUST HAS EVALUATED ITS ACTIVITIES FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED AUGUST 31, 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01964
IRS990ScheduleD/TotalExpensesPerForm990Amt01808591
IRS990ScheduleD/TotalLiabilityAmt0457142
IRS990ScheduleD/TotalRevenuePerForm990Amt01859834
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01859834
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01808591
IRS990/ScheduleJRequiredInd0false
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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 THESE 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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATING A UNION FOR THE BENEFIT OF UNION MEMBERS
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0952261
IRS990/TotalAssetsGrp/BOYAmt0717609
IRS990/TotalAssetsGrp/EOYAmt0952261
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01808591
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IRS990/TotalLiabilitiesBOYAmt0527949
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IRS990/TotalProgramServiceExpensesAmt01808591
IRS990/TotalProgramServiceRevenueAmt01852998
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01859834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01859834
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0240903
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IRS990/VotingMembersIndependentCnt09
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH BAPTISTE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.47.34.185
ReturnHeader/FilingSecurityInformation/IPDt02020-03-09
ReturnHeader/FilingSecurityInformation/IPTm012:25:52
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
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ReturnHeader/PreparerPersonGrp/PhoneNum06318511201
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele Adamczyk CPA
ReturnHeader/ReturnTs02020-03-09T12:22:57-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$952,261
Liabilities
$711,358
Net assets
$240,903
Revenue
$1,859,834
Expenses
$1,808,591
Net income
$51,243
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