Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
Millbrook Teachers Association Benefit Trust Fund
990EZ • Fiscal year 2021 • EIN 22-3662428
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.10x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% 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
44th percentile
Faster asset growth than 44% of similar nonprofits.
Revenue Growth
51st percentile
Faster revenue growth than 51% of similar nonprofits.
Balance Sheet
Assets
Up$270,011
Up $6,720 (+2.6%) from 2020
Net Assets
Up$243,855
Up $22,275 (+10%) from 2020
Liabilities
Down$26,156
Down $15,555 (-37%) from 2020
Revenue And Expenses
Revenue
Up$173,830
Up $7,018 (+4.2%) from 2020
Expenses
Down$151,555
Down $23,483 (-13%) from 2020
Net Income
Up$22,275
Up $30,501 (+371%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Jan 31, 2022
- Return Version
- 2020v4.2
- Gross Receipts
- $173,830
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.
Millbrook teachers' association benefit trust was established to provide certain welfare benefits to eligible participants of the millbrook teacher's association.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| DENTAL INSURANCE & HEARING AIRD - SELF FUNDED DENTAL & HEARING AID PLAN - COVERAGE AVAILABLE TO ALL MEMBERS | $0 | $0 |
| FLEX BEENFIT CLAIMS - BENEFIT AVAILABLE TO ALL | $0 | $0 |
| ACCIDENTAL DEATH AND DISBURSEMENT LIFE INSURANCE COVERAGE AMD GROUP LEGAL PLAN COVERAGE | $0 | $0 |
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 President | - | $0 | - | - |
| TONYA PULVER | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- MILLBROOK TEACHERS' ASSOCIATION
- EIN
- 22-3662428
- Phone
- 8456772510
- Address
- PO BOX 1168, MILLBROOK, NY 12545
Signing Officer
- Name
- Leslie Anson
- Title
- Treasurer
- Phone
- 8456772510
- Signed
- 2022-01-31
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Prager Metis Cpas LLC
- Address
- 510 HAIGHT AVENUE, POUGHKEEPSIE, NY 12603
- Preparer
- Joanne Casabura
- Phone
- 8454737774
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 658.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administrative. Amount: 7,516. Description: office expense. Amount: 26. Description: insurance expense. Amount: 120. Total to form 990-ez, line 16: 7,662.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: restricted cash - flex benefit. Beg. Of year amount: 52,975. End of year amount: 31,220. Description: prepaid expenses. Beg. Of year amount: 23,786. End of year amount: 14,219.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: claims payable. Beg. Of year amount: 37,561. End of year amount: 20,456. Description: accounts payable. Beg. Of year amount: 4,150. End of year amount: 5,700.”
Raw XML Appendix133 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 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 136446 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TREASURER |
| 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 | 186530 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 224572 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 22275 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7300 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 263291 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 270011 |
| IRS990EZ/GrossReceiptsAmt | 0 | 173830 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 658 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 221580 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 243855 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 221580 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 243855 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| 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/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 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 PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 76761 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 45439 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7662 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MILLBROOK TEACHERS' ASSOCIATION BENEFIT TRUST WAS ESTABLISHED TO PROVIDE CERTAIN WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE MILLBROOK TEACHER'S ASSOCIATION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 147 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 173172 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | DENTAL INSURANCE & HEARING AIRD - SELF FUNDED DENTAL & HEARING AID PLAN - COVERAGE AVAILABLE TO ALL MEMBERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | FLEX BEENFIT CLAIMS - BENEFIT AVAILABLE TO ALL |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | ACCIDENTAL DEATH AND DISBURSEMENT LIFE INSURANCE COVERAGE AMD GROUP LEGAL PLAN COVERAGE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 41711 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 26156 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 151555 |
| IRS990EZ/TotalRevenueAmt | 0 | 173830 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 658. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATIVE. AMOUNT: 7,516. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 26. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 120. TOTAL TO FORM 990-EZ, LINE 16: 7,662. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: RESTRICTED CASH - FLEX BENEFIT. BEG. OF YEAR AMOUNT: 52,975. END OF YEAR AMOUNT: 31,220. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 23,786. END OF YEAR AMOUNT: 14,219. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CLAIMS PAYABLE. BEG. OF YEAR AMOUNT: 37,561. END OF YEAR AMOUNT: 20,456. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,150. END OF YEAR AMOUNT: 5,700. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LESLIE ANSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8456772510 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-01-31 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MILLBROOK TEACHERS' ASSOCIATION |
| 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 AVENUE |
| 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 | 2022-01-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE CASABURA |
| ReturnHeader/ReturnTs | 0 | 2022-05-16T17:08:00-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LESLIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | ANSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $270,011
- Liabilities
- $26,156
- Net assets
- $243,855
- Revenue
- $173,830
- Expenses
- $151,555
- Net income
- $22,275