Civic Intelligence

Ulster Boces Teachers Organization Benefit Trust Fund

990 • Fiscal year 2017 • EIN 22-3614840

Oct 01, 2016 to Sep 30, 2017 • Filed on May 07, 2018

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

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

0.7%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$627,257

Up $27,858 (+4.6%) from 2016

Net Assets

Up

$619,957

Up $53,604 (+9.5%) from 2016

Liabilities

Down

$7,300

Down $25,746 (-78%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin75th percentile

Revenue

Up

$296,525

Up $2,098 (+0.7%) from 2016

Expenses

Down

$242,921

Down $102,391 (-30%) from 2016

Net Income

Up

$53,604

Up $104,489 (+205%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$627,257
Liabilities$7,300
Net Assets$619,957
Open 2017 Filing

Operations Trend

Revenue Growth47th 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

2017

Revenue$296,525
Expenses$242,921
Net Income$53,604
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$296,525
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$566,353$619,957▲ $53,604
Savings and Temporary Cash Investments$395,134$396,485▲ $1,351
Cash and Non-Interest-Bearing Accounts$163,412$225,454▲ $62,042
Accounts Receivable$40,853$5,318▼ $35,535
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$599,399$627,257▲ $27,858
Liabilities
Deferred Revenue$26,246--
Accounts Payable and Accrued Expenses$6,800$7,300▲ $500
Total Liabilities$33,046$7,300▼ $25,746
Net Assets / Fund Balance
Total Net Assets Fund Balance$566,353$619,957▲ $53,604
Total Liabilities and Net Assets / Fund Balance$599,399$627,257▲ $27,858

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,338$1,338
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Mark HarrisFormer Trustee
Bridget FerrerTrustee
Gloria MiddaughTrustee
Jason YoungTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$295,174
Investment Income
$1,351
Other Revenue
$0
Change in Net Assets
$53,604

Audited Revenue Reconciliation

Revenue per Audited Statements
$296,525
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$296,525
Total Revenue per Form 990
$296,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,268
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---$220,653
Fees for Services Accounting---$7,300
Fees for Services Other---$6,947
Other Expenses---$6,480
Insurance---$1,505
Office Expenses---$36
Total Functional Expenses$0$0$0$242,921

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$242,921
Total Expenses per Audited Statements$242,921
Total Expenses per Form 990$242,921
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
Backup withholding compliance
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
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 11B

“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
Jason Young
Title
Trustee
Phone
8453316680
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Young
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 3500, NEW YORK, NY 10119-3601
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, 2017, 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 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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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.
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0566353
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0619957
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0295174
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01351
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0295174
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0296525
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0599399
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0627257
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453316680
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId058B65FF6926702B2D06B68D2D6C13774ADF4D4E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058B65FF6926702B2D06B68D2D6C13774ADF4D4E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.119.26
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:23:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131578842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENN PLAZA - SUITE 3500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101193601
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/ReturnTs02018-05-18T11:09:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$627,257
Liabilities
$7,300
Net assets
$619,957
Revenue
$296,525
Expenses
$242,921
Net income
$53,604
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
2017Detailed filing. Detailed filing data is available for this year.$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