Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Millbrook Teachers Association Benefit Trust Fund
990EZ • Fiscal year 2018 • EIN 22-3662428
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.07x
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
44th percentile
Higher net margin than 44% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$258,802
Down $4,553 (-1.7%) from 2017
Net Assets
Up$240,233
Up $3,335 (+1.4%) from 2017
Liabilities
Down$18,569
Down $7,888 (-30%) from 2017
Revenue And Expenses
Revenue
Down$171,167
Down $2,354 (-1.4%) from 2017
Expenses
Up$167,832
Up $20,237 (+14%) from 2017
Net Income
Down$3,335
Down $22,591 (-87%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2017 to Jun 30, 2018
- Signed
- Jan 23, 2019
- Return Version
- 2017v2.3
- Gross Receipts
- $171,167
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DENTAL INSURANCE & HEARING AID - SELF FUNDED DENTAL & HEARING AID PLAN - COVERAGE AVAILABLE TO ALL MEMBERS | - | - |
| FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS | - | - |
| ACCIDENTAL DEATH AND DISMEMBERMENT LIFE INSURANCE COVERAGE AND GROUP LEGAL PLAN COVERAGE. | - | - |
| OTHER EXPENSES ARE MADE UP OF ADMINISTRATIVE FEES AND DEPRECIATION FOR ASSETS HELD BY THE ORGANIZATION | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KEITH RUSSELL | Chairman | - | $0 | - | - |
| GEORGIA HERRING | Treasurer | - | $0 | - | - |
| ALLISON SCHMID | Secretary | - | $0 | - | - |
| LESLIE ANSON | Trustee | - | $0 | - | - |
| JENNIFER LEGGETT | Mta Presiden | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- MILLBROOK TEACHERS'ASSOC BENE TRST
- EIN
- 22-3662428
- Phone
- 8456772510
- Address
- PO BOX 100, VERBANK, NY 12585
Signing Officer
- Name
- Georgia Herring
- Title
- Treasurer
- Phone
- 8456774210
- Signed
- 2019-01-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- D'ARCANGELO & CO LLP
- Address
- 510 HAIGHT AVE, POUGHKEEPSIE, NY 12603
- Preparer
- Joanne M Casabura
- Phone
- 8454737774
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office expense 202 conferences & meetings 636 insurance expense 750 administrator fees 800 administrator fees 5,212 non-investment depreciation 387 total 7,987”
Form 990-ez, Part II, Line 24
“Furniture and fixtures 1,933 1,933 less accumulated depreciation 1,031 1,418 restricted cash - flex benefit 9,981 13,670 restricted cash - dental claims 35,857 0 prepaid expenses 1,728 4,243 total 48,468 18,428”
Form 990-ez, Part II, Line 26
“Claims payable 23,357 16,969 accounts payable 3,100 1,600”
Form 990-ez, Part III
“Veba - millbrook teachers' association benefit trust was established to provide certain welfare benefits to eligible participants of the millbrook teachers' association.”
Form 990-ez, Part III, Line 31
“Other expenses are made up of administrative fees and depreciation for assets held by the organization”
Raw XML Appendix122 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 154691 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TREASURER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8456772510 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | VERBANK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12545 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 214887 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 240374 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3335 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5100 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 263355 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 258802 |
| IRS990EZ/GrossReceiptsAmt | 0 | 171167 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 430 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 236898 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 240233 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 236898 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 240233 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KEITH RUSSELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | GEORGIA HERRING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ALLISON SCHMID |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LESLIE ANSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JENNIFER LEGGETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | MTA PRESIDEN |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 48468 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 18428 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7987 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | VEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 54 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 170737 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DENTAL INSURANCE & HEARING AID - SELF FUNDED DENTAL & HEARING AID PLAN - COVERAGE AVAILABLE TO ALL MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FLEX BENEFIT CLAIMS - BENEFIT AVAILABLE TO ALL MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | ACCIDENTAL DEATH AND DISMEMBERMENT LIFE INSURANCE COVERAGE AND GROUP LEGAL PLAN COVERAGE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | OTHER EXPENSES ARE MADE UP OF ADMINISTRATIVE FEES AND DEPRECIATION FOR ASSETS HELD BY THE ORGANIZATION |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 26457 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 18569 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 167832 |
| IRS990EZ/TotalRevenueAmt | 0 | 171167 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE EXPENSE 202 CONFERENCES & MEETINGS 636 INSURANCE EXPENSE 750 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 5,212 NON-INVESTMENT DEPRECIATION 387 TOTAL 7,987 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FURNITURE AND FIXTURES 1,933 1,933 LESS ACCUMULATED DEPRECIATION 1,031 1,418 RESTRICTED CASH - FLEX BENEFIT 9,981 13,670 RESTRICTED CASH - DENTAL CLAIMS 35,857 0 PREPAID EXPENSES 1,728 4,243 TOTAL 48,468 18,428 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CLAIMS PAYABLE 23,357 16,969 ACCOUNTS PAYABLE 3,100 1,600 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | VEBA - MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHERS' ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | OTHER EXPENSES ARE MADE UP OF ADMINISTRATIVE FEES AND DEPRECIATION FOR ASSETS HELD BY THE ORGANIZATION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GEORGIA HERRING |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8456774210 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-01-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MILLBROOK TEACHERS'ASSOC BENE TRST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MILL |
| ReturnHeader/Filer/EIN | 0 | 223662428 |
| ReturnHeader/Filer/PhoneNum | 0 | 8456772510 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 100 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VERBANK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12585 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 866DE2918CD28D1597527B80300EBA3928A00844 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | DE762C18F0B1150B505FED3876381AE5DEEEC87B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.50.165.82 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-05-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 07:52:02 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 132550103 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | D'ARCANGELO & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 510 HAIGHT AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | POUGHKEEPSIE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 12603 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8454737774 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-01-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE M CASABURA |
| ReturnHeader/ReturnTs | 0 | 2019-05-15T07:52:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-06-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $258,802
- Liabilities
- $18,569
- Net assets
- $240,233
- Revenue
- $171,167
- Expenses
- $167,832
- Net income
- $3,335