Civic Intelligence

Saugerties Teachers Association Benefit Trust

EIN 20-8449404 • 501(c)5 • Saugertues, NY

Profile

To provide medical, life, sick, accident disability, legal services, vision, dental and other similar benefits for plan participants, their dependets and their beneficiaries.

PO Box 1098Saugertues, NY 12477

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE J • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE J • $500k-$1M nonprofits • Source year 2025

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

NTEE J • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

NTEE J • $500k-$1M nonprofits • Source year 2025

Asset Growth

57th percentile

14%

Faster asset growth than 57% of similar nonprofits.

NTEE J • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

22nd percentile

-5.0%

Faster revenue growth than 22% of similar nonprofits.

NTEE J • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$545,907

Up $68,943 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$545,907

Up $68,943 (+14%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin62nd percentile

Revenue

Down

$484,309

Down $25,394 (-5.0%) from 2024

Expenses

Up

$415,366

Up $15,920 (+4.0%) from 2024

Net Income

Down

$68,943

Down $41,314 (-37%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $338,438Liabilities 2011: $0Net Assets 2011: $338,4382011Assets 2012: $334,473Liabilities 2012: $0Net Assets 2012: $334,4732012Assets 2013: $309,713Liabilities 2013: $0Net Assets 2013: $309,7132013Assets 2014: $293,525Liabilities 2014: $0Net Assets 2014: $293,5252014Assets 2015: $302,787Liabilities 2015: $0Net Assets 2015: $302,7872015Assets 2016: $247,080Liabilities 2016: $0Net Assets 2016: $247,0802016Assets 2017: $268,199Liabilities 2017: $0Net Assets 2017: $268,1992017Assets 2018: $331,161Liabilities 2018: $0Net Assets 2018: $331,1612018Assets 2019: $278,029Liabilities 2019: $0Net Assets 2019: $278,0292019Assets 2020: $277,792Liabilities 2020: $0Net Assets 2020: $277,7922020Assets 2021: $303,183Liabilities 2021: $0Net Assets 2021: $303,1832021Assets 2022: $291,696Liabilities 2022: $0Net Assets 2022: $291,6962022Assets 2023: $366,707Liabilities 2023: $0Net Assets 2023: $366,7072023Assets 2024: $476,964Liabilities 2024: $0Net Assets 2024: $476,9642024Assets 2025: $545,907Liabilities 2025: $0Net Assets 2025: $545,9072025

Highlighted filing

2025

Assets$545,907
Liabilities$0
Net Assets$545,907
Open 2025 Filing

Operations Trend

Revenue Growth22nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $290,4752011Expenses 2012: $401,4532012Expenses 2013: $412,4012013Revenue 2014: $391,859Expenses 2014: $408,047Net Income 2014: -$16,1882014Revenue 2015: $404,045Expenses 2015: $394,783Net Income 2015: $9,2622015Revenue 2016: $407,459Expenses 2016: $463,166Net Income 2016: -$55,7072016Revenue 2017: $452,759Expenses 2017: $431,640Net Income 2017: $21,1192017Revenue 2018: $451,885Expenses 2018: $389,071Net Income 2018: $62,8142018Revenue 2019: $457,617Expenses 2019: $510,749Net Income 2019: -$53,1322019Revenue 2020: $466,159Expenses 2020: $466,396Net Income 2020: -$2372020Revenue 2021: $457,832Expenses 2021: $432,441Net Income 2021: $25,3912021Revenue 2022: $464,124Expenses 2022: $475,611Net Income 2022: -$11,4872022Revenue 2023: $547,887Expenses 2023: $472,876Net Income 2023: $75,0112023Revenue 2024: $509,703Expenses 2024: $399,446Net Income 2024: $110,2572024Revenue 2025: $484,309Expenses 2025: $415,366Net Income 2025: $68,9432025

Highlighted filing

2025

Revenue$484,309
Expenses$415,366
Net Income$68,943
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$545,907
Liabilities
$0
Net assets
$545,907
Revenue
$484,309
Expenses
$415,366
Net income
$68,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$0.00$5.46$4.84$4.15$0.69
2024Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$5.10$3.99$1.10
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$5.48$4.73$0.75
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$4.64$4.76$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$4.58$4.32$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$4.66$4.66$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$4.58$5.11$0.53
2018Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$4.52$3.89$0.63
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$4.53$4.32$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$4.07$4.63$0.56
2015Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$4.04$3.95$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$3.92$4.08$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$4.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$4.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$0.00$3.38$2.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$484,309
Mission and Program Overview

Mission

To provide medical, life, sick, accident disability, legal services, vision, dental and other similar benefits for plan participants, their dependets and their beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$476,964$545,907▲ $68,943
Savings and Temporary Cash Investments$441,814$537,891▲ $96,077
Cash and Non-Interest-Bearing Accounts$35,150$8,016▼ $27,134
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$476,964$545,907▲ $68,943
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$476,964$545,907▲ $68,943
Total Liabilities and Net Assets / Fund Balance$476,964$545,907▲ $68,943
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Michele MilgrimCo-chair
Mike CooperCo-chair
Denyse OrtliebSta President
LEEANN O'NEALSta Vice President
Shawna BrunoTrustee
Elizabeth KovacsAdministrator
Kylene LeiterSecretary
Peter OmuraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$483,903
Investment Income
$406
Other Revenue
$0
Change in Net Assets
$68,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,953
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$411,413--$411,413
Insurance-$2,605-$2,605
Fees for Services Accounting-$1,055-$1,055
Conferences and Meetings-$171-$171
Other Expenses-$122-$122
Total Functional Expenses$411,413$3,953$0$415,366
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 Part VI, Line 11 - Governing Body Review

“No review was or will be conducted.”

Filing and Contact Details

Filer

Filer Name
Saugerties Teachers Association Benefit Trust
EIN
20-8449404
In Care Of
% SAUGERTIES TEACHERS ASSOCIAT
Address
PO BOX 1098, SAUGERTUES, NY 12477

Signing Officer

Name
Peter Omura
Title
Treasurer
Phone
8453996257
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Omura
Formed
2006
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Merck & Shumen Cpas
Address
101 GREEN ST PO BOX 3537, KINGSTON, NY 12402
Preparer
Richard J Merck CPA
Phone
8453319667
Supplemental Narrative

Additional Explanations

Form 990 Partvi, Line 19 - Governing Docs Available to Public

“No documents are available to the public.”

Raw XML Appendix375 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
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IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/PhoneNum08453996257
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IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7STA VICE PRESIDENT
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-11-03T13:59:53-05:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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