Civic Intelligence

Oswego Classroom Teachers Association Benefit Fund C O Micha

990 • Fiscal year 2014 • EIN 22-2177796

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 22, 2015

Organization ProfileN/A
C/O Kenneth Kern Jr PO Box 33513126

(315) 343-7227

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$321,640

Up $101,902 (+46%) from 2013

Net Assets

Up

$294,880

Up $92,159 (+45%) from 2013

Liabilities

Up

$26,760

Up $9,743 (+57%) from 2013

Revenue And Expenses

Revenue

$605,687

No earlier filing loaded for comparison.

Expenses

Up

$511,958

Up $20,775 (+4.2%) from 2013

Net Income

$93,729

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $29,358Liabilities 2010: $27,532Net Assets 2010: $1,8262010Assets 2011: $15,941Liabilities 2011: $32,496Net Assets 2011: -$16,5552011Assets 2012: $126,631Liabilities 2012: $27,176Net Assets 2012: $99,4552012Assets 2013: $219,738Liabilities 2013: $17,017Net Assets 2013: $202,7212013Assets 2014: $322,257Liabilities 2014: $17,017Net Assets 2014: $305,2402014Assets 2014: $321,640Liabilities 2014: $26,760Net Assets 2014: $294,8802014Assets 2015: $426,821Liabilities 2015: $22,609Net Assets 2015: $404,2122015Assets 2016: $619,252Liabilities 2016: $18,533Net Assets 2016: $600,7192016Assets 2017: $678,101Liabilities 2017: $19,625Net Assets 2017: $658,4762017Assets 2018: $736,104Liabilities 2018: $34,809Net Assets 2018: $701,2952018Assets 2019: $745,760Liabilities 2019: $39,710Net Assets 2019: $706,0502019Assets 2020: $831,959Liabilities 2020: $20,373Net Assets 2020: $811,5862020Assets 2023: $824,774Liabilities 2023: $9,412Net Assets 2023: $815,3622023Assets 2024: $732,730Liabilities 2024: $0Net Assets 2024: $732,7302024Assets 2025: $675,858Liabilities 2025: $0Net Assets 2025: $675,8582025

Highlighted filing

2014

Assets$321,640
Liabilities$26,760
Net Assets$294,880
Open 2014 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $393,916Expenses 2010: $497,094Net Income 2010: -$103,1782010Expenses 2011: $507,1452011Expenses 2012: $463,2652012Expenses 2013: $491,1832013Revenue 2014: $605,563Expenses 2014: $501,474Net Income 2014: $104,0892014Revenue 2014: $605,687Expenses 2014: $511,958Net Income 2014: $93,7292014Revenue 2015: $596,571Expenses 2015: $487,239Net Income 2015: $109,3322015Revenue 2016: $616,207Expenses 2016: $419,700Net Income 2016: $196,5072016Revenue 2017: $478,207Expenses 2017: $420,450Net Income 2017: $57,7572017Revenue 2018: $565,088Expenses 2018: $522,269Net Income 2018: $42,8192018Revenue 2019: $577,845Expenses 2019: $573,090Net Income 2019: $4,7552019Revenue 2020: $621,604Expenses 2020: $516,068Net Income 2020: $105,5362020Revenue 2023: $1,070,475Expenses 2023: $688,835Net Income 2023: $381,6402023Revenue 2024: $610,949Expenses 2024: $693,581Net Income 2024: -$82,6322024Revenue 2025: $674,822Expenses 2025: $731,694Net Income 2025: -$56,8722025

Highlighted filing

2014

Revenue$605,687
Expenses$511,958
Net Income$93,729
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 22, 2015
Return Version
2013v4.0
Gross Receipts
$605,687
Mission and Program Overview

Mission

Provides dental and vision care benefits to members of the oswego classroom teachers association collective bargaining unit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$202,628$207,124▲ $4,496
Investments in Publicly Traded Securities$3,636$103,759▲ $100,123
Prepaid Expenses and Deferred Charges$10,173$9,227▼ $946
Land, Buildings, and Equipment, Net$1,724$1,523▼ $201
Accounts Receivable$7$7→ $0
Total Assets$218,168$321,640▲ $103,472
Liabilities
Accounts Payable and Accrued Expenses$17,017$26,760▲ $9,743
Total Liabilities$17,017$26,760▲ $9,743
Net Assets / Fund Balance
Unrestricted Net Assets$201,151$294,880▲ $93,729
Total Net Assets Fund Balance$201,151$294,880▲ $93,729
Total Liabilities and Net Assets / Fund Balance$218,168$321,640▲ $103,472

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,523$4,494$6,017
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kenneth Kern JrManagerPT$129,421$129,421

Board Members and Trustees

NameTitle
Brian HaessigPast President
Roger SpraguePresident
Brian HaessigPast Preside
Edward FayetteSecretary
Michael PataneTreasurer
Carrie PataneVice Preside
Daniel RoseVice Preside
Heidi SweeneyVice Preside
Jennifer CahillVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$605,250
Investment Income
$425
Other Revenue
$12
Change in Net Assets
$93,729

Audited Revenue Reconciliation

Revenue per Audited Statements
$605,687
Total Revenue per Audited Statements
$605,687
Total Revenue per Form 990
$605,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$382,537
Salaries, Compensation, and Employee Benefits$129,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$129,421-$129,421
Other Expenses$330,222$4,650-$4,650
Insurance-$1,713-$1,713
Depreciation Depletion-$449-$449
Total Functional Expenses$330,222$181,736$0$511,958

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$511,958
Total Expenses per Audited Statements$511,958
Total Expenses per Form 990$511,958
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 2

“Michael patane carrie patane trustee trustee spouse”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by all trustees and manager and discussed before filing.”

Form 990, Page 6, Part VI, Line 19

“All required public documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
22-2177796
Phone
3153437227

Signing Officer

Name
Kenneth Kern Jr
Title
Manager
Phone
3153437227
Signed
2015-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mr Kenneth Kern Jr
Formed
1976
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
13

Preparer

Preparer
Edward F Burdick CPA
Phone
3153439101
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Original return was filed prior to the audit being completed. The return is being amended to agree to the audited financial statements issued september 22, 2015.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHAEL PATANE CARRIE PATANE TRUSTEE TRUSTEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY ALL TRUSTEES AND MANAGER AND DISCUSSED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL REQUIRED PUBLIC DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine20OSWEGO CITY SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0218168
IRS990/TotalAssetsEOYAmt0321640
IRS990/TotalAssetsGrp/BOYAmt0218168
IRS990/TotalAssetsGrp/EOYAmt0321640
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0181736
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0330222
IRS990/TotalFunctionalExpensesGrp/TotalAmt0511958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017017
IRS990/TotalLiabilitiesEOYAmt026760
IRS990/TotalLiabilitiesGrp/BOYAmt017017
IRS990/TotalLiabilitiesGrp/EOYAmt026760
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0201151
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0294880
IRS990/TotalProgramServiceExpensesAmt0330222
IRS990/TotalProgramServiceRevenueAmt0605250
IRS990/TotalReportableCompFromOrgAmt0129421
IRS990/TotalRevenueGrp/ExclusionAmt0437
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0605250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0605687
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0218168
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0321640
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0201151
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0294880
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10514 RIDGE ROAD
IRS990/USAddress/City0OSWEGO
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode013126
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH KERN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum03153437227
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10OSWEGO CLASSROOM TEACHERS ASSOC
ReturnHeader/Filer/BusinessName/BusinessNameLine20BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0OSWE
ReturnHeader/Filer/EIN0222177796
ReturnHeader/Filer/PhoneNum03153437227
ReturnHeader/Filer/USAddress/AddressLine10C/O KENNETH KERN JR PO BOX 335
ReturnHeader/Filer/USAddress/City0OSWEGO
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode013126
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270302076
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BURDICK & PEARSON CPA'S PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10168 WEST FIRST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode013126
ReturnHeader/PreparerPersonGrp/PhoneNum03153439101
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD F BURDICK CPA
ReturnHeader/ReturnTs02015-11-10T11:39:18-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,640
Liabilities
$26,760
Net assets
$294,880
Revenue
$605,687
Expenses
$511,958
Net income
$93,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.67$0.73$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.61$0.69$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.01$0.82$1.07$0.69$0.38
2020Summary only. Only limited summary data is available for this year.$0.83$0.02$0.81$0.62$0.52$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.04$0.71$0.58$0.57$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.03$0.70$0.57$0.52$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.02$0.66$0.48$0.42$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.60$0.62$0.42$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.40$0.60$0.49$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.31$0.61$0.50$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.03$0.29$0.61$0.51$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.02$0.20$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.03$0.10$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.03$0.02$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.00$0.39$0.50$0.10