Civic Intelligence

Millbrook Teachers Association Benefit Trust Fund

990EZ • Fiscal year 2013 • EIN 22-3662428

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 11, 2013

Organization ProfileN/A
PO Box 10012585
Siviq Scores

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

Liabilities / Assets

87th percentile

0.14x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • NTEE Y • <$500k nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • NTEE Y • <$500k nonprofits • Source year 2013

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2013 filings • NTEE Y • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

93rd percentile

57%

Faster asset growth than 93% of similar nonprofits.

2013 filings • NTEE Y • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

6.7%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • NTEE Y • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$110,520

Up $39,905 (+57%) from 2012

Net Assets

Up

$95,497

Up $34,500 (+57%) from 2012

Liabilities

Up

$15,023

Up $5,405 (+56%) from 2012

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin79th percentile

Revenue

Up

$159,783

Up $10,011 (+6.7%) from 2012

Expenses

Up

$125,283

Up $427 (+0.3%) from 2012

Net Income

Up

$34,500

Up $9,584 (+38%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $36,081Net Assets 2011: $36,0812011Assets 2012: $70,615Liabilities 2012: $9,618Net Assets 2012: $60,9972012Assets 2013: $110,520Liabilities 2013: $15,023Net Assets 2013: $95,4972013Assets 2014: $156,955Liabilities 2014: $22,337Net Assets 2014: $134,6182014Assets 2015: $193,510Liabilities 2015: $26,873Net Assets 2015: $166,6372015Assets 2016: $229,185Liabilities 2016: $18,212Net Assets 2016: $210,9732016Assets 2017: $263,355Liabilities 2017: $26,457Net Assets 2017: $236,8982017Assets 2018: $258,802Liabilities 2018: $18,569Net Assets 2018: $240,2332018Assets 2019: $252,165Liabilities 2019: $22,357Net Assets 2019: $229,8082019Assets 2020: $263,291Liabilities 2020: $41,711Net Assets 2020: $221,5802020Assets 2021: $270,011Liabilities 2021: $26,156Net Assets 2021: $243,8552021Assets 2022: $286,057Liabilities 2022: $17,439Net Assets 2022: $268,6182022Assets 2023: $301,310Liabilities 2023: $24,065Net Assets 2023: $277,2452023Assets 2024: $299,838Liabilities 2024: $18,149Net Assets 2024: $281,6892024

Highlighted filing

2013

Assets$110,520
Liabilities$15,023
Net Assets$95,497
Open 2013 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$100K$0-$100KRevenue 2011: $127,955Expenses 2011: $134,243Net Income 2011: -$6,2882011Revenue 2012: $149,772Expenses 2012: $124,856Net Income 2012: $24,9162012Revenue 2013: $159,783Expenses 2013: $125,283Net Income 2013: $34,5002013Revenue 2014: $153,709Expenses 2014: $114,588Net Income 2014: $39,1212014Revenue 2015: $168,189Expenses 2015: $136,174Net Income 2015: $32,0152015Revenue 2016: $174,028Expenses 2016: $129,688Net Income 2016: $44,3402016Revenue 2017: $173,521Expenses 2017: $147,595Net Income 2017: $25,9262017Revenue 2018: $171,167Expenses 2018: $167,832Net Income 2018: $3,3352018Revenue 2019: $169,225Expenses 2019: $179,651Net Income 2019: -$10,4262019Revenue 2020: $166,812Expenses 2020: $175,038Net Income 2020: -$8,2262020Revenue 2021: $173,830Expenses 2021: $151,555Net Income 2021: $22,2752021Revenue 2022: $195,044Expenses 2022: $170,281Net Income 2022: $24,7632022Revenue 2023: $189,500Expenses 2023: $181,273Net Income 2023: $8,2272023Revenue 2024: $191,718Expenses 2024: $187,274Net Income 2024: $4,4442024

Highlighted filing

2013

Revenue$159,783
Expenses$125,283
Net Income$34,500
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 11, 2013
Return Version
2012v2.3
Mission and Program Overview

Mission

Veba - millbrook teachers' association benefit trust was established to provide certain welfare benefits to eligible participants of the millbrook teachers' association.

Filing and Contact Details

Filer

EIN
22-3662428
Raw XML Appendix118 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
CompensationExplanation/Compensation/PersonName0KEITH RUSSELL
CompensationExplanation/Compensation/PersonName1GEORGIA HERRING
CompensationExplanation/Compensation/PersonName2JUNE MAPLES
CompensationExplanation/Compensation/PersonName3JENNIFER FEICHT
CompensationExplanation/Compensation/PersonName4JENNIFER LEGGETT
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/BenefitsPaidToOrForMembers0106312
IRS990EZ/CashSavingsAndInvestments/BOY035326
IRS990EZ/CashSavingsAndInvestments/EOY060685
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear034500
IRS990EZ/FeesAndOthPymtToIndContractors08300
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts0159783
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome027
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY060997
IRS990EZ/NetAssetsOrFundBalancesBOY060997
IRS990EZ/NetAssetsOrFundBalances/EOY095497
IRS990EZ/NetAssetsOrFundBalancesEOY095497
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition15.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition35.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition45.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KEITH RUSSELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GEORGIA HERRING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JUNE MAPLES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3JENNIFER FEICHT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4JENNIFER LEGGETT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4MTA PRESIDEN
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY035289
IRS990EZ/OtherAssetsTotal/EOY049835
IRS990EZ/OtherExpensesTotal010627
IRS990EZ/PrimaryExemptPurpose0VEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION.
IRS990EZ/PrintingPublicationsPostage044
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0DENTAL INSURANCE - SELF FUNDED DENTAL PLAN - COVERAGE AVAILABLE TO ALL MEMBERS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS
IRS990EZ/ProgramServiceRevenue0159756
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY09618
IRS990EZ/SumOfTotalLiabilities/EOY015023
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 100
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0VERBANK
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode012545
IRS990EZ/TheBooksAreInCareOf/NamePerson0GEORGIA HERRING
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08456772510
IRS990EZ/TotalAssets/BOY070615
IRS990EZ/TotalAssets/EOY0110520
IRS990EZ/TotalExpenses0125283
IRS990EZ/TotalRevenue0159783
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES OFFICE EXPENSES 297 CONFERENCES & MEETINGS 1,549 INSURANCE EXPENSE 768 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 6,407 ADMINISTRATOR EXPENSES 806 TOTAL 10,627
IRS990ScheduleO/GeneralExplanation/Explanation1RESTRICTED CASH - FLEX BENEFIT 6,533 11,172 RESTRICTED CASH - DENTAL CLAIMS 26,754 37,170 PREPAID EXPENSES 2,002 1,493 TOTAL 35,289 49,835
IRS990ScheduleO/GeneralExplanation/Explanation2CLAIMS PAYABLE 9,618 9,223 ACCOUNTS PAYABLE 0 5,800
IRS990ScheduleO/GeneralExplanation/Explanation3VEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/Identifier3PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0223662428
ReturnHeader/Filer/Name/BusinessNameLine10MILLBROOK TEACHERS'ASSOC BENE TRST
ReturnHeader/Filer/NameControl0MILL
ReturnHeader/Filer/Phone08546772510
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 100
ReturnHeader/Filer/USAddress/City0VERBANK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode012585
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-11
ReturnHeader/Officer/Name0GEORGIA HERRING
ReturnHeader/Officer/Phone08546772510
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-11-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10510 HAIGHT AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0POUGHKEEPSIE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012603
ReturnHeader/Preparer/Name0JOANNE M CASABURA
ReturnHeader/Preparer/Phone08454737774
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T08:42:36-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$110,520
Liabilities
$15,023
Net assets
$95,497
Revenue
$159,783
Expenses
$125,283
Net income
$34,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.18$2.82$1.92$1.87$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.24$2.77$1.90$1.81$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.17$2.69$1.95$1.70$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.26$2.44$1.74$1.52$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.42$2.22$1.67$1.75$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.22$2.30$1.69$1.80$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.19$2.40$1.71$1.68$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.26$2.37$1.74$1.48$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.18$2.11$1.74$1.30$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.27$1.67$1.68$1.36$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.22$1.35$1.54$1.15$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.15$0.95$1.60$1.25$0.35
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.10$0.61$1.50$1.25$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$1.28$1.34$0.06