Civic Intelligence

Ulster Boces Teachers Organization Benefit Trust Fund

990 • Fiscal year 2022 • EIN 22-3614840

Oct 01, 2021 to Sep 30, 2022 • Filed on May 16, 2023

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

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • NTEE Y • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.02x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • NTEE Y • $1M-$5M nonprofits • Source year 2022

Net Margin

73rd percentile

30%

Higher net margin than 73% of similar nonprofits.

2022 filings • NTEE Y • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2022 filings • NTEE Y • $1M-$5M nonprofits • Source year 2022

Asset Growth

86th percentile

13%

Faster asset growth than 86% of similar nonprofits.

2022 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

8.0%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • NTEE Y • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,243,560

Up $144,458 (+13%) from 2021

Net Assets

Up

$1,233,660

Up $152,893 (+14%) from 2021

Liabilities

Down

$9,900

Down $8,435 (-46%) from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Up

$503,105

Up $37,357 (+8.0%) from 2021

Expenses

Up

$350,212

Up $33,147 (+10%) from 2021

Net Income

Up

$152,893

Up $4,210 (+2.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2022

Assets$1,243,560
Liabilities$9,900
Net Assets$1,233,660
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$503,105
Expenses$350,212
Net Income$152,893
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
May 16, 2023
Return Version
2021v4.2
Gross Receipts
$503,105
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$1,080,767$1,233,660▲ $152,893
Savings and Temporary Cash Investments$612,471$794,148▲ $181,677
Cash and Non-Interest-Bearing Accounts$478,081$440,705▼ $37,376
Accounts Receivable$8,550$7,972▼ $578
Land, Buildings, and Equipment, Net$0$735▲ $735
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,099,102$1,243,560▲ $144,458
Liabilities
Accounts Payable and Accrued Expenses$18,335$9,900▼ $8,435
Total Liabilities$18,335$9,900▼ $8,435
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,080,767$1,233,660▲ $152,893
Total Liabilities and Net Assets / Fund Balance$1,099,102$1,243,560▲ $144,458

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$735$147$882
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Michael BaxterFormer Trustee
Bridget FerrerTrustee
Dina MeleTrustee
Jason YoungTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$500,863
Investment Income
$2,242
Other Revenue
$0
Change in Net Assets
$152,893

Audited Revenue Reconciliation

Revenue per Audited Statements
$503,105
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$503,105
Total Revenue per Form 990
$503,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,352
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---$322,860
Fees for Services Accounting---$9,900
Fees for Services Other---$8,770
Other Expenses---$7,485
Insurance---$1,050
Depreciation Depletion---$147
Total Functional Expenses$0$0$0$350,212

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$350,212
Total Expenses per Audited Statements$350,212
Total Expenses per Form 990$350,212
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 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, 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
2023-05-16
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 3200, NEW YORK, NY 10119-0002
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, 2022, 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 Appendix319 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/BOYAmt018335
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09900
IRS990/AccountsReceivableGrp/BOYAmt08550
IRS990/AccountsReceivableGrp/EOYAmt07972
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt0322860
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0478081
IRS990/CashNonInterestBearingGrp/EOYAmt0440705
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0322860
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02242
IRS990/CYOtherExpensesAmt027352
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0500863
IRS990/CYRevenuesLessExpensesAmt0152893
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0350212
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0503105
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0147
IRS990/Desc0PLAN PROVIDES DENTAL, OPTICAL AND LEGAL SERVICES BENEFITS TO ELIGIBLE PARTICIPANTS AND DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09900
IRS990/FeesForServicesOtherGrp/TotalAmt08770
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIDGET FERRER
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL BAXTER
IRS990/Form990PartVIISectionAGrp/PersonNm3DINA MELE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0503105
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt01050
IRS990/InvestmentIncomeGrp/ExclusionAmt02242
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02242
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0147
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0735
IRS990/LandBldgEquipCostOrOtherBssAmt0882
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/NetAssetsOrFundBalancesBOYAmt01080767
IRS990/NetAssetsOrFundBalancesEOYAmt01233660
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt07485
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/RelatedOrExemptFuncIncomeAmt0436837
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt164026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0436837
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt164026
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0291916
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02832
IRS990/PYOtherExpensesAmt025149
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0462916
IRS990/PYRevenuesLessExpensesAmt0148683
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0317065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0465748
IRS990/ReconcilationRevenueExpnssAmt0152893
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01080767
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01233660
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0612471
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0794148
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0735
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0147
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0882
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0350212
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0503105
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, 2022, 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/TotalBookValueLandBuildingsAmt0735
IRS990ScheduleD/TotalExpensesPerForm990Amt0350212
IRS990ScheduleD/TotalRevenuePerForm990Amt0503105
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0503105
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0350212
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/BusinessNameLine1Txt0AMERICAN FEDERATION OF TEACHERS 2041 ULSTER COUNTY BOCES
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/AddressLine1Txt054 BREEZY HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KINGSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012401
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01099102
IRS990/TotalAssetsEOYAmt01243560
IRS990/TotalAssetsGrp/BOYAmt01099102
IRS990/TotalAssetsGrp/EOYAmt01243560
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350212
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018335
IRS990/TotalLiabilitiesEOYAmt09900
IRS990/TotalLiabilitiesGrp/BOYAmt018335
IRS990/TotalLiabilitiesGrp/EOYAmt09900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01080767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01233660
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0500863
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02242
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0500863
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0503105
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01099102
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01243560
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453316680
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-16
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 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101190002
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/ReturnTs02023-06-05T07:50:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YOUNG
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,243,560
Liabilities
$9,900
Net assets
$1,233,660
Revenue
$503,105
Expenses
$350,212
Net income
$152,893
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
2022Detailed filing. Detailed filing data is available for this year.$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