Civic Intelligence

Pine Plains Educational Associates Benefit Trust Fund

990 • Fiscal year 2020 • EIN 22-3244263

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization ProfileN/A
PO Box 203Pine Plains, NY 12567-0203

(518) 398-7181

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.00x

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

76th percentile

33%

Higher net margin than 76% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

65%

Faster asset growth than 85% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

26%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$261,790

Up $103,175 (+65%) from 2019

Net Assets

Up

$261,790

Up $103,175 (+65%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin76th percentile

Revenue

Up

$315,155

Up $65,344 (+26%) from 2019

Expenses

Down

$211,986

Down $52,219 (-20%) from 2019

Net Income

Up

$103,169

Up $117,563 (+817%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$400K$300K$200K$100K$0Assets 2011: $116,143Liabilities 2011: $0Net Assets 2011: $116,1432011Assets 2012: $125,012Liabilities 2012: $0Net Assets 2012: $125,0122012Assets 2013: $141,174Liabilities 2013: $0Net Assets 2013: $141,1742013Assets 2014: $165,755Liabilities 2014: $0Net Assets 2014: $165,7552014Assets 2015: $166,594Liabilities 2015: $0Net Assets 2015: $166,5942015Assets 2016: $185,689Liabilities 2016: $0Net Assets 2016: $185,6892016Assets 2017: $166,055Liabilities 2017: $0Net Assets 2017: $166,0552017Assets 2018: $170,688Liabilities 2018: $0Net Assets 2018: $170,6882018Assets 2019: $158,615Liabilities 2019: $0Net Assets 2019: $158,6152019Assets 2020: $261,790Liabilities 2020: $0Net Assets 2020: $261,7902020Assets 2021: $256,454Liabilities 2021: $0Net Assets 2021: $256,4542021Assets 2022: $278,946Liabilities 2022: $0Net Assets 2022: $278,9462022Assets 2023: $335,779Liabilities 2023: $875Net Assets 2023: $334,9042023Assets 2024: $332,046Liabilities 2024: $1,362Net Assets 2024: $330,6842024Assets 2025: $340,944Liabilities 2025: $0Net Assets 2025: $340,9442025

Highlighted filing

2020

Assets$261,790
Liabilities$0
Net Assets$261,790
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $199,1602011Expenses 2012: $190,6132012Expenses 2013: $190,5222013Revenue 2014: $206,692Expenses 2014: $187,195Net Income 2014: $19,4972014Revenue 2015: $211,766Expenses 2015: $208,074Net Income 2015: $3,6922015Revenue 2016: $230,631Expenses 2016: $207,111Net Income 2016: $23,5202016Revenue 2017: $196,995Expenses 2017: $219,602Net Income 2017: -$22,6072017Revenue 2018: $244,656Expenses 2018: $238,903Net Income 2018: $5,7532018Revenue 2019: $249,811Expenses 2019: $264,205Net Income 2019: -$14,3942019Revenue 2020: $315,155Expenses 2020: $211,986Net Income 2020: $103,1692020Revenue 2021: $244,806Expenses 2021: $266,386Net Income 2021: -$21,5802021Revenue 2022: $286,027Expenses 2022: $249,741Net Income 2022: $36,2862022Revenue 2023: $289,476Expenses 2023: $240,036Net Income 2023: $49,4402023Revenue 2024: $290,588Expenses 2024: $294,786Net Income 2024: -$4,1982024Revenue 2025: $289,164Expenses 2025: $277,541Net Income 2025: $11,6232025

Highlighted filing

2020

Revenue$315,155
Expenses$211,986
Net Income$103,169
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.0
Gross Receipts
$315,228
Mission and Program Overview

Mission

Voluntary employees beneficiary association

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$158,615$261,790▲ $103,175
Savings and Temporary Cash Investments$84,825$177,342▲ $92,517
Investments in Publicly Traded Securities$68,159$72,233▲ $4,074
Cash and Non-Interest-Bearing Accounts$4,653$11,929▲ $7,276
Prepaid Expenses and Deferred Charges$840$286▼ $554
Land, Buildings, and Equipment, Net$138--
Total Assets$158,615$261,790▲ $103,175
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$158,615$261,790▲ $103,175
Total Liabilities and Net Assets / Fund Balance$158,615$261,790▲ $103,175

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,620-$1,620
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Josephine WilberAsst Chair
Andrew BrooksChairman
Kathleen FennTrustee
Laura RosatoTrustee
Jennifer MacriSecretary
Nicholas DeanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$311,202
Investment Income
$3,672
Other Revenue
$281
Change in Net Assets
$103,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,348
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$194,638--$194,638
Fees for Services Management$14,052--$14,052
Office Expenses-$709-$709
Fees for Services Accounting-$700-$700
Information Technology-$562-$562
Fees for Service Investment Mgmnt Fees-$245-$245
Conferences and Meetings-$184-$184
Insurance-$150-$150
Depreciation Depletion-$138-$138
Other Expenses-$54-$54
Total Functional Expenses$208,690$3,296$0$211,986
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
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
No
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 11B

“The return is reviewed by the board members individually, then discussed at a regular board meeting prior to signing.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Pine Plains Education Association
EIN
22-3244263
Phone
5183987181
Address
PO BOX 203, PINE PLAINS, NY 12567-0203

Signing Officer

Name
Andrew Brooks
Title
Chairman
Signed
2020-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Brooks
Formed
1990
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Hudson Valley Tax Experts
Address
4 MARSHALL RD STE 193, WAPPINGERS FALLS, NY 12590
Preparer
Thomas E Bridgman Ea
Phone
8456690044
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Defensive driving classes - benefits available to all members.”

Form 990, Part XI, Line 9

“Balancing adjustment 0 balancing adjustment -4,541 total -4,541”

Raw XML Appendix321 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS REVIEWED BY THE BOARD MEMBERS INDIVIDUALLY, THEN DISCUSSED AT A REGULAR BOARD MEETING PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PINE PLAINS EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND
ReturnHeader/Filer/BusinessNameControlTxt0PINE
ReturnHeader/Filer/EIN0223244263
ReturnHeader/Filer/PhoneNum05183987181
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 203
ReturnHeader/Filer/USAddress/CityNm0PINE PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0125670203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0731A5889AE61D3FB9F907ACC26EB160F5A51625D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0731A5889AE61D3FB9F907ACC26EB160F5A51625D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.248.59.2
ReturnHeader/FilingSecurityInformation/IPDt02020-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:41:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850819394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUDSON VALLEY TAX EXPERTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 MARSHALL RD STE 193
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAPPINGERS FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012590
ReturnHeader/PreparerPersonGrp/PhoneNum08456690044
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E BRIDGMAN EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-02T16:41:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,790
Liabilities
$0
Net assets
$261,790
Revenue
$315,155
Expenses
$211,986
Net income
$103,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$2.89$2.78$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.32$0.01$3.31$2.91$2.95$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$2.89$2.40$0.49
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$2.86$2.50$0.36
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$2.45$2.66$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$3.15$2.12$1.03
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$2.50$2.64$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$2.45$2.39$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.97$2.20$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$2.31$2.07$0.24
2015Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$2.12$2.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$2.07$1.87$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$1.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$1.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$1.99
Peer Organizations

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