Civic Intelligence

Ulster Boces Teachers Organization Benefit Trust Fund

990 • Fiscal year 2018 • EIN 22-3614840

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 09, 2019

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

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.05x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2018

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

5.8%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$713,977

Up $86,720 (+14%) from 2017

Net Assets

Up

$699,077

Up $79,120 (+13%) from 2017

Liabilities

Up

$14,900

Up $7,600 (+104%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin78th percentile

Revenue

Up

$313,662

Up $17,137 (+5.8%) from 2017

Expenses

Down

$234,542

Down $8,379 (-3.4%) from 2017

Net Income

Up

$79,120

Up $25,516 (+48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2018

Assets$713,977
Liabilities$14,900
Net Assets$699,077
Open 2018 Filing

Operations Trend

Revenue Growth62nd 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

2018

Revenue$313,662
Expenses$234,542
Net Income$79,120
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 9, 2019
Return Version
2017v2.3
Gross Receipts
$313,662
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$619,957$699,077▲ $79,120
Savings and Temporary Cash Investments$396,485$397,914▲ $1,429
Cash and Non-Interest-Bearing Accounts$225,454$310,947▲ $85,493
Accounts Receivable$5,318$5,116▼ $202
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$627,257$713,977▲ $86,720
Liabilities
Accounts Payable and Accrued Expenses$7,300$14,900▲ $7,600
Total Liabilities$7,300$14,900▲ $7,600
Net Assets / Fund Balance
Total Net Assets Fund Balance$619,957$699,077▲ $79,120
Total Liabilities and Net Assets / Fund Balance$627,257$713,977▲ $86,720

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,338$1,338
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Bridget FerrerTrustee
Gloria MiddaughTrustee
Jason YoungTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$312,232
Investment Income
$1,430
Other Revenue
$0
Change in Net Assets
$79,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$313,662
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$313,662
Total Revenue per Form 990
$313,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,550
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---$210,992
Other Expenses---$7,730
Fees for Services Accounting---$7,600
Fees for Services Other---$6,679
Insurance---$1,505
Office Expenses---$36
Total Functional Expenses$0$0$0$234,542

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$234,542
Total Expenses per Audited Statements$234,542
Total Expenses per Form 990$234,542
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 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
2019-08-09
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, 2018, 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 Appendix312 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07300
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014900
IRS990/AccountsReceivableGrp/BOYAmt05318
IRS990/AccountsReceivableGrp/EOYAmt05116
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt0210992
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE PREFERRED GROUP
IRS990/BooksInCareOfDetail/PhoneNum08005737474
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt019 BRITISH AMERICAN BLVD WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd012110
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0225454
IRS990/CashNonInterestBearingGrp/EOYAmt0310947
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0210992
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01430
IRS990/CYOtherExpensesAmt023550
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0312232
IRS990/CYRevenuesLessExpensesAmt079120
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0234542
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0313662
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PLAN PROVIDES DENTAL, OPTICAL AND LEGAL SERVICES BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07600
IRS990/FeesForServicesOtherGrp/TotalAmt06679
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIDGET FERRER
IRS990/Form990PartVIISectionAGrp/PersonNm2GLORIA MIDDAUGH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0313662
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01505
IRS990/InvestmentIncomeGrp/ExclusionAmt01430
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01430
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01338
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01338
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0619957
IRS990/NetAssetsOrFundBalancesEOYAmt0699077
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt036
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt07730
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON YOUNG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER & COBRA CONTR
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0259269
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt152963
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0259269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152963
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0220653
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01351
IRS990/PYOtherExpensesAmt022268
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0295174
IRS990/PYRevenuesLessExpensesAmt053604
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0242921
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0296525
IRS990/ReconcilationRevenueExpnssAmt079120
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0619957
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0699077
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0396485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0397914
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01338
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01338
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0234542
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0313662
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2018, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0234542
IRS990ScheduleD/TotalRevenuePerForm990Amt0313662
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0313662
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0234542
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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.
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 C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ULSTER BOCES TEACHERS ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ULSTER COUNTY BOARD OF COOPERATIVE EDUCATIONAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237105198
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELATED LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03849 ROUTE 9W
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAUGERTIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012477
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0627257
IRS990/TotalAssetsEOYAmt0713977
IRS990/TotalAssetsGrp/BOYAmt0627257
IRS990/TotalAssetsGrp/EOYAmt0713977
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07300
IRS990/TotalLiabilitiesEOYAmt014900
IRS990/TotalLiabilitiesGrp/BOYAmt07300
IRS990/TotalLiabilitiesGrp/EOYAmt014900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0619957
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0699077
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0312232
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01430
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0312232
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0313662
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0627257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0713977
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453316680
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-09
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/AtSubmissionCreationDeviceId0CB1B2FB39D6A6939E61CD7340A99359109BD00D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB1B2FB39D6A6939E61CD7340A99359109BD00D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.142.119.26
ReturnHeader/FilingSecurityInformation/IPDt02019-08-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:51:01
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/ReturnTs02019-08-12T13:20:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$713,977
Liabilities
$14,900
Net assets
$699,077
Revenue
$313,662
Expenses
$234,542
Net income
$79,120
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
2018Detailed filing. Detailed filing data is available for this year.$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. 2018 filings • NTEE Y43 • $500k-$1M nonprofits