Civic Intelligence

Ulster Boces Teachers Organization Benefit Trust Fund

990 • Fiscal year 2016 • EIN 22-3614840

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 03, 2017

Organization ProfileN/A
PO Box 61Port Ewen, NY 12466

(845) 331-6680

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.11x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Net Margin

24th percentile

-17%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2016 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2016

Asset Growth

24th percentile

-8.8%

Faster asset growth than 24% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-4.5%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$599,399

Down $57,878 (-8.8%) from 2015

Net Assets

Down

$566,353

Down $50,885 (-8.2%) from 2015

Liabilities

Down

$33,046

Down $6,993 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin24th percentile

Revenue

Down

$294,427

Down $13,749 (-4.5%) from 2015

Expenses

Down

$345,312

Down $128,950 (-27%) from 2015

Net Income

Up

-$50,885

Up $115,201 (+69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $869,453Liabilities 2011: $42,261Net Assets 2011: $827,1922011Assets 2012: $932,715Liabilities 2012: $14,640Net Assets 2012: $918,0752012Assets 2013: $918,030Liabilities 2013: $24,171Net Assets 2013: $893,8592013Assets 2014: $808,437Liabilities 2014: $25,113Net Assets 2014: $783,3242014Assets 2015: $657,277Liabilities 2015: $40,039Net Assets 2015: $617,2382015Assets 2016: $599,399Liabilities 2016: $33,046Net Assets 2016: $566,3532016Assets 2017: $627,257Liabilities 2017: $7,300Net Assets 2017: $619,9572017Assets 2018: $713,977Liabilities 2018: $14,900Net Assets 2018: $699,0772018Assets 2019: $792,701Liabilities 2019: $15,600Net Assets 2019: $777,1012019Assets 2020: $940,632Liabilities 2020: $8,548Net Assets 2020: $932,0842020Assets 2021: $1,099,102Liabilities 2021: $18,335Net Assets 2021: $1,080,7672021Assets 2022: $1,243,560Liabilities 2022: $9,900Net Assets 2022: $1,233,6602022Assets 2023: $1,442,063Liabilities 2023: $10,500Net Assets 2023: $1,431,5632023Assets 2024: $1,692,284Liabilities 2024: $20,643Net Assets 2024: $1,671,6412024

Highlighted filing

2016

Assets$599,399
Liabilities$33,046
Net Assets$566,353
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $418,924Expenses 2011: $287,344Net Income 2011: $131,5802011Expenses 2012: $289,3002012Expenses 2013: $356,3672013Revenue 2014: $322,003Expenses 2014: $432,538Net Income 2014: -$110,5352014Revenue 2015: $308,176Expenses 2015: $474,262Net Income 2015: -$166,0862015Revenue 2016: $294,427Expenses 2016: $345,312Net Income 2016: -$50,8852016Revenue 2017: $296,525Expenses 2017: $242,921Net Income 2017: $53,6042017Revenue 2018: $313,662Expenses 2018: $234,542Net Income 2018: $79,1202018Revenue 2019: $347,931Expenses 2019: $269,907Net Income 2019: $78,0242019Revenue 2020: $399,534Expenses 2020: $244,551Net Income 2020: $154,9832020Revenue 2021: $465,748Expenses 2021: $317,065Net Income 2021: $148,6832021Revenue 2022: $503,105Expenses 2022: $350,212Net Income 2022: $152,8932022Revenue 2023: $556,075Expenses 2023: $358,172Net Income 2023: $197,9032023Revenue 2024: $624,008Expenses 2024: $383,930Net Income 2024: $240,0782024

Highlighted filing

2016

Revenue$294,427
Expenses$345,312
Net Income-$50,885
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 3, 2017
Return Version
2015v3.0
Gross Receipts
$294,427
Mission and Program Overview

Mission

The fund was established under the provisions of an agreement and declaration of trust, between ulster boces teachers organization and the trustees. The fund was established for the purpose of providing benefits to union members and their families.

Provide benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$617,238$566,353▼ $50,885
Savings and Temporary Cash Investments$418,666$395,134▼ $23,532
Cash and Non-Interest-Bearing Accounts$193,252$163,412▼ $29,840
Accounts Receivable$45,359$40,853▼ $4,506
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$657,277$599,399▼ $57,878
Liabilities
Deferred Revenue$27,839$26,246▼ $1,593
Accounts Payable and Accrued Expenses$12,200$6,800▼ $5,400
Total Liabilities$40,039$33,046▼ $6,993
Net Assets / Fund Balance
Total Net Assets Fund Balance$617,238$566,353▼ $50,885
Total Liabilities and Net Assets / Fund Balance$657,277$599,399▼ $57,878

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,338$1,338
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Margaret ShortFormer Trustee
Bridget FerrerTrustee
Gloria MiddaughTrustee
Mark HarrisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$292,960
Investment Income
$1,467
Other Revenue
$0
Change in Net Assets
$-50,885

Audited Revenue Reconciliation

Revenue per Audited Statements
$294,427
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$294,427
Total Revenue per Form 990
$294,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,808
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---$322,504
Other Expenses---$7,646
Fees for Services Accounting---$6,800
Fees for Services Other---$6,782
Insurance---$1,505
Office Expenses---$75
Total Functional Expenses$0$0$0$345,312

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$345,312
Total Expenses per Audited Statements$345,312
Total Expenses per Form 990$345,312
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing board.”

Form 990, Part VI, Section B, Line 11

“The form 990 is prepared by the certified public accounting firm and reviewed by a trustee.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents and financial statements available to participants upon written request.”

Filing and Contact Details

Filer

Filer Name
Ulster Boces Teachers Organization
EIN
22-3614840
Phone
8453316680
Address
PO BOX 61, PORT EWEN, NY 12466

Signing Officer

Name
Mark Harris
Title
Trustee
Phone
8453316680
Signed
2017-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Harris
Formed
1998
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Buchbinder Tunick & Co Llp
Address
ONE PENN PLAZA - SUITE 5335, NEW YORK, NY 10119-0219
Phone
2126955003
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the fund and recognize a tax liability(or asset) if the fund has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administartor has analyzed the tax positions taken by the fund, and has concluded that as of september 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability(or asset) or disclosure in the financial statements.”

Raw XML Appendix314 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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IRS990/MissionDesc0THE FUND WAS ESTABLISHED UNDER THE PROVISIONS OF AN AGREEMENT AND DECLARATION OF TRUST, BETWEEN ULSTER BOCES TEACHERS ORGANIZATION AND THE TRUSTEES. THE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING BENEFITS TO UNION MEMBERS AND THEIR FAMILIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY THE CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON WRITTEN REQUEST.
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0617238
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0566353
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0292960
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01467
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0292960
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294427
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0657277
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0599399
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 61
IRS990/USAddress/CityNm0PORT EWEN
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012466
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453316680
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ULSTER BOCES TEACHERS ORGANIZATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ULST
ReturnHeader/Filer/EIN0223614840
ReturnHeader/Filer/PhoneNum08453316680
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 61
ReturnHeader/Filer/USAddress/CityNm0PORT EWEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012466
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131578842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENN PLAZA - SUITE 5335
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101190219
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/ReturnTs02017-08-15T09:02:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,399
Liabilities
$33,046
Net assets
$566,353
Revenue
$294,427
Expenses
$345,312
Net income
-$50,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.02$1.67$0.62$0.38$0.24
2023Summary only. Only limited summary data is available for this year.$1.44$0.01$1.43$0.56$0.36$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.23$0.50$0.35$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.02$1.08$0.47$0.32$0.15
2020Summary only. Only limited summary data is available for this year.$0.94$0.01$0.93$0.40$0.24$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.02$0.78$0.35$0.27$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.01$0.70$0.31$0.23$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$0.30$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$0.29$0.35$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.04$0.62$0.31$0.47$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.32$0.43$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.02$0.89$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.01$0.92$0.29
2011Summary only. Only limited summary data is available for this year.$0.87$0.04$0.83$0.42$0.29$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • NTEE Y43 • $500k-$1M nonprofits