Civic Intelligence

Port Jervis Teachers' Association

EIN 22-3012801 • 501(c)9 • Cuddebackville, NY

Profile

The plan provides dental and vision benefits covering employees of the port jervis school district.

Hbe School 929 Route 209Cuddebackville, NY 12729

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.19x

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

501(c)9 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.09x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

3.7%

Higher net margin than 66% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2025

Top Officer Pay

90th percentile

$12,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2025

Asset Growth

89th percentile

13%

Faster asset growth than 89% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

1.0%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$183,938

Up $20,643 (+13%) from 2024

Liabilities

Up

$35,500

Up $5,354 (+18%) from 2024

Net Assets

Up

$148,438

Up $15,289 (+11%) from 2024

Operations
Liabilities / Revenue89th percentileNet Margin66th percentile

Revenue

Up

$416,856

Up $3,970 (+1.0%) from 2024

Expenses

Up

$401,567

Up $5,141 (+1.3%) from 2024

Net Income

Down

$15,289

Down $1,171 (-7.1%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$600K$400K$200K$0Assets 2010: $523,460Liabilities 2010: $38,591Net Assets 2010: $484,8692010Assets 2011: $563,270Liabilities 2011: $45,982Net Assets 2011: $517,2882011Assets 2012: $572,552Liabilities 2012: $31,734Net Assets 2012: $540,8182012Assets 2013: $560,575Liabilities 2013: $31,992Net Assets 2013: $528,5832013Assets 2014: $553,485Liabilities 2014: $24,827Net Assets 2014: $528,6582014Assets 2015: $541,052Liabilities 2015: $45,889Net Assets 2015: $495,1632015Assets 2016: $528,769Liabilities 2016: $58,394Net Assets 2016: $470,3752016Assets 2017: $474,826Liabilities 2017: $47,815Net Assets 2017: $427,0112017Assets 2018: $395,547Liabilities 2018: $35,243Net Assets 2018: $360,3042018Assets 2019: $328,462Liabilities 2019: $58,669Net Assets 2019: $269,7932019Assets 2020: $304,356Liabilities 2020: $35,370Net Assets 2020: $268,9862020Assets 2021: $232,950Liabilities 2021: $60,952Net Assets 2021: $171,9982021Assets 2022: $202,343Liabilities 2022: $57,143Net Assets 2022: $145,2002022Assets 2023: $172,586Liabilities 2023: $55,897Net Assets 2023: $116,6892023Assets 2024: $163,295Liabilities 2024: $30,146Net Assets 2024: $133,1492024Assets 2025: $183,938Liabilities 2025: $35,500Net Assets 2025: $148,4382025

Highlighted filing

2025

Assets$183,938
Liabilities$35,500
Net Assets$148,438
Open 2025 Filing

Operations Trend

Revenue Growth71st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $279,4802010Revenue 2011: $333,855Expenses 2011: $301,436Net Income 2011: $32,4192011Expenses 2012: $303,7812012Expenses 2013: $333,2222013Revenue 2014: $330,455Expenses 2014: $330,380Net Income 2014: $752014Revenue 2015: $334,687Expenses 2015: $368,182Net Income 2015: -$33,4952015Revenue 2016: $353,037Expenses 2016: $377,825Net Income 2016: -$24,7882016Revenue 2017: $354,363Expenses 2017: $397,727Net Income 2017: -$43,3642017Revenue 2018: $354,806Expenses 2018: $421,513Net Income 2018: -$66,7072018Revenue 2019: $362,041Expenses 2019: $452,552Net Income 2019: -$90,5112019Revenue 2020: $368,675Expenses 2020: $369,482Net Income 2020: -$8072020Revenue 2021: $356,894Expenses 2021: $453,882Net Income 2021: -$96,9882021Revenue 2022: $399,219Expenses 2022: $426,017Net Income 2022: -$26,7982022Revenue 2023: $409,829Expenses 2023: $438,340Net Income 2023: -$28,5112023Revenue 2024: $412,886Expenses 2024: $396,426Net Income 2024: $16,4602024Revenue 2025: $416,856Expenses 2025: $401,567Net Income 2025: $15,2892025

Highlighted filing

2025

Revenue$416,856
Expenses$401,567
Net Income$15,289
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,938
Liabilities
$35,500
Net assets
$148,438
Revenue
$416,856
Expenses
$401,567
Net income
$15,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.36$1.48$4.17$4.02$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.30$1.33$4.13$3.96$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.56$1.17$4.10$4.38$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.57$1.45$3.99$4.26$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.61$1.72$3.57$4.54$0.97
2020Detailed filing. Detailed filing data is available for this year.$3.04$0.35$2.69$3.69$3.69$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.59$2.70$3.62$4.53$0.91
2018Detailed filing. Detailed filing data is available for this year.$3.96$0.35$3.60$3.55$4.22$0.67
2017Detailed filing. Detailed filing data is available for this year.$4.75$0.48$4.27$3.54$3.98$0.43
2016Detailed filing. Detailed filing data is available for this year.$5.29$0.58$4.70$3.53$3.78$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.41$0.46$4.95$3.35$3.68$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.53$0.25$5.29$3.30$3.30$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$0.32$5.29$3.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.73$0.32$5.41$3.04
2011Summary only. Only limited summary data is available for this year.$5.63$0.46$5.17$3.34$3.01$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.39$4.85$2.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 23, 2026
Return Version
2024v5.5
Gross Receipts
$416,856
Mission and Program Overview

Mission

The plan provides dental and vision benefits covering employees of the port jervis school district.

Dental and vision benefits paid to reimburse employees of the port jervis school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$117,927$151,542▲ $33,615
Rtn Earn Endowment Incm Other Fnds$133,149$148,438▲ $15,289
Cash and Non-Interest-Bearing Accounts$43,285$30,313▼ $12,972
Prepaid Expenses and Deferred Charges$2,083$2,083→ $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
Total Assets$163,295$183,938▲ $20,643
Liabilities
Other Liabilities$18,631$29,500▲ $10,869
Accounts Payable and Accrued Expenses$11,515$6,000▼ $5,515
Total Liabilities$30,146$35,500▲ $5,354
Net Assets / Fund Balance
Total Net Assets Fund Balance$133,149$148,438▲ $15,289
Total Liabilities and Net Assets / Fund Balance$163,295$183,938▲ $20,643

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$2,699$2,699
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleBaseTotal
Carol BrownChairperson$12,000$12,000
Meredith BurnsSecretary/treasurer$7,400$7,400

Board Members and Trustees

NameTitle
Jenny McelroyTrustee
Joseph BeckerTrustee
Kathryn HelmsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$414,800
Investment Income
$2,056
Other Revenue
$0
Change in Net Assets
$15,289

Audited Revenue Reconciliation

Revenue per Audited Statements
$416,856
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$416,856
Total Revenue per Form 990
$416,856
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,333
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$352,234--$352,234
Fees for Services Accounting-$6,290-$6,290
Fees for Services Legal-$5,000-$5,000
Other Expenses$14,750$1,255-$1,255
All Other Expenses-$926-$926
Total Functional Expenses$366,984$34,583$0$401,567

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$401,567
Total Expenses per Audited Statements$401,567
Total Expenses per Form 990$401,567
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Claims Payable$24,663
Estimated Claims Incurred But Not Reported$4,837
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Part VI, Section A, Line 8B

“The port jervis teachers' association benefit fund only has a board of trustees. The trustees are not divided into special committees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an accountant with the use of the port jervis teachers' association benefit fund financial records. Once the form 990 is complete, the return is given to the port jervis teachers' association benefit fund board of trustees. The trustees then verify that the form is filled out correctly. Once the trustees have given their approval for the form 990, the return is then given to the treasurer to sign and return to the accountant. After the return has been signed by the treasurer and returned to the accountant's office, the accountant will submit the form 990 to the government electronically.”

Form 990, Part VI, Section B, Line 12C

“Annually the board of trustees will disclose any possible conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public on another website and upon request.”

Filing and Contact Details

Filer

Filer Name
PORT JERVIS TEACHERS' ASSOCIATION
EIN
22-3012801
Phone
8458583100
Address
HBE SCHOOL 929 ROUTE 209, CUDDEBACKVILLE, NY 12729

Signing Officer

Name
Meredith Burns
Title
Treasurer
Phone
8458583100
Signed
2026-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Brown
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Nugent & Haeussler Pc
Address
101 BRACKEN ROAD, MONTGOMERY, NY 12549
Preparer
Mark M Levy CPA
Phone
8454571100
Raw XML Appendix327 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/OtherLiabilitiesOrgGrp/Amt14837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0416856
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0401567
IRS990ScheduleD/TotalLiabilityAmt029500
IRS990ScheduleD/TotalRevenuePerForm990Amt0416856
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0416856
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0401567
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PORT JERVIS TEACHERS' ASSOCIATION BENEFIT FUND ONLY HAS A BOARD OF TRUSTEES. THE TRUSTEES ARE NOT DIVIDED INTO SPECIAL COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN ACCOUNTANT WITH THE USE OF THE PORT JERVIS TEACHERS' ASSOCIATION BENEFIT FUND FINANCIAL RECORDS. ONCE THE FORM 990 IS COMPLETE, THE RETURN IS GIVEN TO THE PORT JERVIS TEACHERS' ASSOCIATION BENEFIT FUND BOARD OF TRUSTEES. THE TRUSTEES THEN VERIFY THAT THE FORM IS FILLED OUT CORRECTLY. ONCE THE TRUSTEES HAVE GIVEN THEIR APPROVAL FOR THE FORM 990, THE RETURN IS THEN GIVEN TO THE TREASURER TO SIGN AND RETURN TO THE ACCOUNTANT. AFTER THE RETURN HAS BEEN SIGNED BY THE TREASURER AND RETURNED TO THE ACCOUNTANT'S OFFICE, THE ACCOUNTANT WILL SUBMIT THE FORM 990 TO THE GOVERNMENT ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE BOARD OF TRUSTEES WILL DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ANOTHER WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0163295
IRS990/TotalAssetsEOYAmt0183938
IRS990/TotalAssetsGrp/BOYAmt0163295
IRS990/TotalAssetsGrp/EOYAmt0183938
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034583
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0366984
IRS990/TotalFunctionalExpensesGrp/TotalAmt0401567
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030146
IRS990/TotalLiabilitiesEOYAmt035500
IRS990/TotalLiabilitiesGrp/BOYAmt030146
IRS990/TotalLiabilitiesGrp/EOYAmt035500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0133149
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0148438
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0366984
IRS990/TotalProgramServiceRevenueAmt0414800
IRS990/TotalReportableCompFromOrgAmt019400
IRS990/TotalRevenueGrp/ExclusionAmt02056
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0414800
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416856
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0163295
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0183938
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ROUTE 209
IRS990/USAddress/CityNm0PORT JERVIS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012771
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08458583100
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORT JERVIS TEACHERS' ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0223012801
ReturnHeader/Filer/PhoneNum08458583100
ReturnHeader/Filer/USAddress/AddressLine1Txt0HBE SCHOOL 929 ROUTE 209
ReturnHeader/Filer/USAddress/CityNm0CUDDEBACKVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012729
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141567370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NUGENT & HAEUSSLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 BRACKEN ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTGOMERY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012549
ReturnHeader/PreparerPersonGrp/PhoneNum08454571100
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK M LEVY CPA
ReturnHeader/ReturnTs02026-03-23T15:51:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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