Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Millbrook Teachers Association Benefit Trust Fund
990EZ • Fiscal year 2020 • EIN 22-3662428
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.16x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% 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
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Up$263,291
Up $11,126 (+4.4%) from 2019
Net Assets
Down$221,580
Down $8,228 (-3.6%) from 2019
Liabilities
Up$41,711
Up $19,354 (+87%) from 2019
Revenue And Expenses
Revenue
Down$166,812
Down $2,413 (-1.4%) from 2019
Expenses
Down$175,038
Down $4,613 (-2.6%) from 2019
Net Income
Up-$8,226
Up $2,200 (+21%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- Feb 1, 2021
- Return Version
- 2019v5.0
- Gross Receipts
- $166,812
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 | Trustee | - | $0 | - | - |
| LESLIE ANSON | Treasurer | - | $0 | - | - |
| JOHN AHERN | 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 1168, MILLBROOK, NY 12545
Signing Officer
- Name
- Leslie Anson
- Title
- Treasurer
- Phone
- 8456774210
- Signed
- 2021-02-01
- 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 483 conferences & meetings 328 administrator fees 7,256 non-investment depreciation 129 total 8,196”
Form 990-ez, Part II, Line 24
“Furniture and fixtures 1,933 1,933 less accumulated depreciation 1,804 1,933 restricted cash - flex benefit 14,723 52,975 prepaid expenses 50,651 23,786 total 65,503 76,761”
Form 990-ez, Part II, Line 26
“Claims payable 19,957 37,561 accounts payable 2,400 4,150”
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 Appendix115 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 | 160200 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LESLIE ANSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8456772510 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 1168 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MILLBROOK |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 12545 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 186660 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 186530 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -8226 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6550 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 252163 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 263291 |
| IRS990EZ/GrossReceiptsAmt | 0 | 166812 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 669 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 229806 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 221580 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 229806 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 221580 |
| 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 | JOHN AHERN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | TONYA PULVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| 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 | 65503 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 76761 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8196 |
| 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 | 92 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 166143 |
| 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 | 22357 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 41711 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 175038 |
| IRS990EZ/TotalRevenueAmt | 0 | 166812 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE EXPENSE 483 CONFERENCES & MEETINGS 328 ADMINISTRATOR FEES 7,256 NON-INVESTMENT DEPRECIATION 129 TOTAL 8,196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FURNITURE AND FIXTURES 1,933 1,933 LESS ACCUMULATED DEPRECIATION 1,804 1,933 RESTRICTED CASH - FLEX BENEFIT 14,723 52,975 PREPAID EXPENSES 50,651 23,786 TOTAL 65,503 76,761 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CLAIMS PAYABLE 19,957 37,561 ACCOUNTS PAYABLE 2,400 4,150 |
| 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 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LESLIE ANSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8456774210 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-02-01 |
| 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 1168 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MILLBROOK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12545 |
| 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 | 2021-02-02 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE M CASABURA |
| ReturnHeader/ReturnTs | 0 | 2021-02-02T14:26:04-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $263,291
- Liabilities
- $41,711
- Net assets
- $221,580
- Revenue
- $166,812
- Expenses
- $175,038
- Net income
- -$8,226