Civic Intelligence

Lake Shore Central Teacher Assoc Supplement Benefit Fund

990 • Fiscal year 2019 • EIN 22-2989799

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 10, 2019

8855 Erie RdAngola, NY 14006

(716) 549-2300

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

39th percentile

-5.0%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-11%

Faster asset growth than 34% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-8.8%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$75,417

Down $9,757 (-11%) from 2018

Net Assets

Down

$75,417

Down $9,757 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$194,598

Down $18,743 (-8.8%) from 2018

Expenses

Up

$204,355

Up $50,497 (+33%) from 2018

Net Income

Down

-$9,757

Down $69,240 (-116%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $18,703Net Assets 2011: $18,7032011Assets 2012: $37,224Net Assets 2012: $37,2242012Assets 2013: $64,652Liabilities 2013: $0Net Assets 2013: $64,6522013Assets 2014: $60,686Liabilities 2014: $0Net Assets 2014: $60,6862014Assets 2015: $28,151Liabilities 2015: $0Net Assets 2015: $28,1512015Assets 2016: $38Liabilities 2016: $0Net Assets 2016: $382016Assets 2017: $25,691Liabilities 2017: $0Net Assets 2017: $25,6912017Assets 2018: $85,174Liabilities 2018: $0Net Assets 2018: $85,1742018Assets 2019: $75,417Liabilities 2019: $0Net Assets 2019: $75,4172019Assets 2020: $53,919Liabilities 2020: $0Net Assets 2020: $53,9192020Assets 2021: $77,795Liabilities 2021: $0Net Assets 2021: $77,7952021Assets 2022: $32,798Liabilities 2022: $0Net Assets 2022: $32,7982022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $117Liabilities 2025: $0Net Assets 2025: $1172025

Highlighted filing

2019

Assets$75,417
Liabilities$0
Net Assets$75,417

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $181,561Expenses 2011: $176,451Net Income 2011: $5,1102011Revenue 2012: $185,806Expenses 2012: $167,285Net Income 2012: $18,5212012Revenue 2013: $194,767Expenses 2013: $167,339Net Income 2013: $27,4282013Revenue 2014: $189,640Expenses 2014: $193,606Net Income 2014: -$3,9662014Revenue 2015: $198,097Expenses 2015: $230,632Net Income 2015: -$32,5352015Revenue 2016: $190,230Expenses 2016: $218,343Net Income 2016: -$28,1132016Revenue 2017: $192,643Expenses 2017: $166,990Net Income 2017: $25,6532017Revenue 2018: $213,341Expenses 2018: $153,858Net Income 2018: $59,4832018Revenue 2019: $194,598Expenses 2019: $204,355Net Income 2019: -$9,7572019Revenue 2020: $195,012Expenses 2020: $216,510Net Income 2020: -$21,4982020Revenue 2021: $220,263Expenses 2021: $196,387Net Income 2021: $23,8762021Revenue 2022: $242,506Expenses 2022: $287,503Net Income 2022: -$44,9972022Revenue 2023: $212,690Expenses 2023: $245,488Net Income 2023: -$32,7982023Revenue 2024: $249,266Expenses 2024: $249,266Net Income 2024: $02024Revenue 2025: $254,817Expenses 2025: $254,700Net Income 2025: $1172025

Highlighted filing

2019

Revenue$194,598
Expenses$204,355
Net Income-$9,757
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$194,598
Mission and Program Overview

Mission

PROVIDE DENTAL BENEFITS

Orgnization provides reimbursement for dental services to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$85,174$75,417▼ $9,757
Total Assets$85,174$75,417▼ $9,757
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$85,174$75,417▼ $9,757
Total Net Assets Fund Balance$85,174$75,417▼ $9,757
Total Liabilities and Net Assets / Fund Balance$85,174$75,417▼ $9,757
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$194,528
Investment Income
$70
Other Revenue
$0
Change in Net Assets
$-9,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,061
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$201,294--$201,294
Insurance$1,385--$1,385
Office Expenses$1,117--$1,117
Fees for Services Accounting$500--$500
Other Expenses$59--$59
Total Functional Expenses$204,355$0$0$204,355
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Other officer compensation reviewed
Yes
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 governing body review Part VI line 11

Trustees review 990 before filing

CEO executive director top management comp Part VI line 15A

Trustees are paid stipend from district office, district office issues 1099s

Other officer or key employee compensation Part VI line 15B

Trustees are paid stipend from district office, district office issues 1099s

Governing documents etc available to public Part VI line 19

Documents are available by request of trustees

Filing and Contact Details

Filer

Filer Name
Lake Shore Cent Teachers Assoc Sbf
EIN
22-2989799
Address
8855 ERIE RD, ANGOLA, NY 14006

Signing Officer

Name
Elizabeth Schamberger
Title
Trustee
Phone
7165492300
Signed
2019-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Mark J Bellanca CPA PC
Address
17 Sunrise Blvd, Williamsville, NY 14221
Preparer
Mark J Bellanca
Phone
7166332094
Raw XML Appendix238 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/BenefitsToMembersGrp/TotalAmt0201294
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IRS990/BooksInCareOfDetail/PhoneNum07165492300
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IRS990/EmployeeCnt00
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0194598
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01385
IRS990/InsuranceGrp/TotalAmt01385
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt070
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ORGNIZATION PROVIDES REIMBURSEMENT FOR DENTAL SERVICES TO ITS MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt085174
IRS990/NetAssetsOrFundBalancesEOYAmt075417
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt01117
IRS990/OfficeExpensesGrp/TotalAmt01117
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt059
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0DENTAL CONTRACT DISTRIC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0194528
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0194528
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0149606
IRS990/PYInvestmentIncomeAmt064
IRS990/PYOtherExpensesAmt04252
IRS990/PYProgramServiceRevenueAmt0213277
IRS990/PYRevenuesLessExpensesAmt059483
IRS990/PYTotalExpensesAmt0153858
IRS990/PYTotalRevenueAmt0213341
IRS990/ReconcilationRevenueExpnssAmt0-9757
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0194528
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES REVIEW 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE PAID STIPEND FROM DISTRICT OFFICE, DISTRICT OFFICE ISSUES 1099S
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE BY REQUEST OF TRUSTEES
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IRS990/SchoolOperatingInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$2.55$2.55$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.49$2.49$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$2.13$2.45$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$2.43$2.88$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$2.20$1.96$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$1.95$2.17$0.21
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.95$2.04$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$2.13$1.54$0.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$1.93$1.67$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.90$2.18$0.28
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$1.98$2.31$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$1.90$1.94$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$1.95$1.67$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$1.86$1.67$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$1.82$1.76$0.05