Civic Intelligence

Half Hollow Hills Teachers Association Welfare Trust Fund

990 • Fiscal year 2021 • EIN 20-4078514

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 10, 2021

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

88th percentile

0.40x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

81st percentile

0.24x

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

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Net Margin

35th percentile

6.0%

Higher net margin than 35% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2021 filings • NTEE Y • $1M-$5M nonprofits • Source year 2021

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

-0.7%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,147,458

Up $128,952 (+13%) from 2020

Net Assets

Up

$684,453

Up $113,548 (+20%) from 2020

Liabilities

Up

$463,005

Up $15,404 (+3.4%) from 2020

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin35th percentile

Revenue

Down

$1,892,584

Down $12,590 (-0.7%) from 2020

Expenses

Up

$1,779,036

Up $203,864 (+13%) from 2020

Net Income

Down

$113,548

Down $216,454 (-66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2021

Assets$1,147,458
Liabilities$463,005
Net Assets$684,453
Open 2021 Filing

Operations Trend

Revenue Growth37th 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

2021

Revenue$1,892,584
Expenses$1,779,036
Net Income$113,548
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$1,892,584
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$973,759$981,785▲ $8,026
Accounts Receivable$43,570$38,720▼ $4,850
Land, Buildings, and Equipment, Net$1,177$1,953▲ $776
Total Assets$1,018,506$1,147,458▲ $128,952
Other Assets Total-$125,000-
Liabilities
Other Liabilities$350,642$376,644▲ $26,002
Accounts Payable and Accrued Expenses$96,959$86,361▼ $10,598
Total Liabilities$447,601$463,005▲ $15,404
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$570,905$684,453▲ $113,548
Total Net Assets Fund Balance$570,905$684,453▲ $113,548
Total Liabilities and Net Assets / Fund Balance$1,018,506$1,147,458▲ $128,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,953$17,570$19,523
Other Assets Org$125,000--
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Richard HaasePresident
Heather NearyTrustee
Lori LevineTrustee
Marianne PastoressaTrustee
Matthew GribbinTrustee
Mike FalenTrustee
Suzann SchmanskiTrustee
Christina JamesAdministrator
Debra RotharSecretary
Sarah BaptisteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,886,489
Investment Income
$6,095
Other Revenue
$0
Change in Net Assets
$113,548

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,892,584
Total Revenue per Audited Statements
$1,892,584
Total Revenue per Form 990
$1,892,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,728
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$1,655,308--$1,655,308
Other Expenses$83,500--$83,500
Fees for Services Other$26,915--$26,915
Fees for Services Accounting$6,500--$6,500
Office Expenses$2,568--$2,568
Insurance$1,675--$1,675
Depreciation Depletion$961--$961
Total Functional Expenses$1,779,036$0$0$1,779,036

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,779,036
Total Expenses per Audited Statements$1,779,036
Total Expenses per Form 990$1,779,036
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$192,644
Benefit Obligations$184,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
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
2021-11-10
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, 2021.”

Raw XML Appendix372 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, 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01953
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0125000
IRS990ScheduleD/TotalExpensesPerForm990Amt01779036
IRS990ScheduleD/TotalLiabilityAmt0376644
IRS990ScheduleD/TotalRevenuePerForm990Amt01892584
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01892584
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01779036
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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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01018506
IRS990/TotalAssetsEOYAmt01147458
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01779036
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IRS990/TotalLiabilitiesBOYAmt0447601
IRS990/TotalLiabilitiesEOYAmt0463005
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IRS990/TotalProgramServiceExpensesAmt01779036
IRS990/TotalProgramServiceRevenueAmt01886489
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01886489
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01892584
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01018506
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IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skinnon and Faber CPAs PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Islandia
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ReturnHeader/PreparerPersonGrp/PhoneNum06318511201
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michele Adamczyk CPA
ReturnHeader/ReturnTs02021-12-23T11:27:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
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ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,147,458
Liabilities
$463,005
Net assets
$684,453
Revenue
$1,892,584
Expenses
$1,779,036
Net income
$113,548
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