Liabilities / Assets
89th percentile
Higher debt load relative to assets than 89% of similar nonprofits.
Millbrook Teachers Association Benefit Trust Fund
990EZ • Fiscal year 2019 • EIN 22-3662428
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.09x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
28th percentile
Higher net margin than 28% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$252,165
Down $6,637 (-2.6%) from 2018
Net Assets
Down$229,808
Down $10,425 (-4.3%) from 2018
Liabilities
Up$22,357
Up $3,788 (+20%) from 2018
Revenue And Expenses
Revenue
Down$169,225
Down $1,942 (-1.1%) from 2018
Expenses
Up$179,651
Up $11,819 (+7.0%) from 2018
Net Income
Down-$10,426
Down $13,761 (-413%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Feb 7, 2020
- Return Version
- 2018v3.2
- Gross Receipts
- $169,225
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 | - | - |
| LESLIE ANSON | Trustee | - | $0 | - | - |
| JENNIFER LEGGETT | Mta Presiden | - | $0 | - | - |
| TONYA PULVER | Secretary | - | $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
- Leslie Anson
- Title
- Trustee
- Phone
- 8456774210
- Signed
- 2020-02-07
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Prager Metis Cpas LLC
- 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 261 conferences & meetings 413 insurance expense 875 administrator fees 800 administrator fees 5,084 non-investment depreciation 386 total 7,819”
Form 990-ez, Part II, Line 24
“Furniture and fixtures 1,933 1,933 less accumulated depreciation 1,418 1,804 restricted cash - flex benefit 13,670 14,723 prepaid expenses 4,243 50,651 total 18,428 65,503”
Form 990-ez, Part II, Line 26
“Claims payable 16,969 19,957 accounts payable 1,600 2,400”
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 | 166254 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | GEORGIA HERRING |
| 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 | 240375 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 186662 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10426 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5500 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 258803 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 252165 |
| IRS990EZ/GrossReceiptsAmt | 0 | 169225 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 433 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 240234 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 229808 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 240234 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 229808 |
| 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 | LESLIE ANSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JENNIFER LEGGETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TONYA PULVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | MTA PRESIDEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 18428 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 65503 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7819 |
| 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 | 78 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 168792 |
| 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 | 18569 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 22357 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 179651 |
| IRS990EZ/TotalRevenueAmt | 0 | 169225 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE EXPENSE 261 CONFERENCES & MEETINGS 413 INSURANCE EXPENSE 875 ADMINISTRATOR FEES 800 ADMINISTRATOR FEES 5,084 NON-INVESTMENT DEPRECIATION 386 TOTAL 7,819 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FURNITURE AND FIXTURES 1,933 1,933 LESS ACCUMULATED DEPRECIATION 1,418 1,804 RESTRICTED CASH - FLEX BENEFIT 13,670 14,723 PREPAID EXPENSES 4,243 50,651 TOTAL 18,428 65,503 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CLAIMS PAYABLE 16,969 19,957 ACCOUNTS PAYABLE 1,600 2,400 |
| 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 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LESLIE ANSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8456774210 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-02-07 |
| 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 | DE762C18F0B1150B505FED3876381AE5DEEEC87B |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | DE762C18F0B1150B505FED3876381AE5DEEEC87B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 173.50.165.82 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-05-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:42:58 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 061667465 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PRAGER METIS CPAS LLC |
| 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 | 2020-02-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE M CASABURA |
| ReturnHeader/ReturnTs | 0 | 2020-05-12T12:42:58-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $252,165
- Liabilities
- $22,357
- Net assets
- $229,808
- Revenue
- $169,225
- Expenses
- $179,651
- Net income
- -$10,426