Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Millbrook Teachers Association Benefit Trust Fund
990EZ • Fiscal year 2022 • EIN 22-3662428
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
65th percentile
Higher net margin than 65% 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
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Balance Sheet
Assets
Up$286,057
Up $16,046 (+5.9%) from 2021
Net Assets
Up$268,618
Up $24,763 (+10%) from 2021
Liabilities
Down$17,439
Down $8,717 (-33%) from 2021
Revenue And Expenses
Revenue
Up$195,044
Up $21,214 (+12%) from 2021
Expenses
Up$170,281
Up $18,726 (+12%) from 2021
Net Income
Up$24,763
Up $2,488 (+11%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2021 to Jun 30, 2022
- Signed
- Mar 31, 2023
- Return Version
- 2021v4.2
- Gross Receipts
- $195,044
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 | $116,115 |
| FLEX BEENFIT CLAIMS - BENEFIT AVAILABLE TO ALL | $0 | $23,841 |
| ACCIDENTAL DEATH AND DISBURSEMENT LIFE INSURANCE COVERAGE AMD GROUP LEGAL PLAN COVERAGE | $0 | $12,368 |
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 | - | - |
| KAREN TEGELER | Trustee | - | $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
- Kenneth Mcpherson
- Title
- Treasurer
- Phone
- 8456772510
- Signed
- 2023-03-31
- 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: 568.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administrative. Amount: 7,604. Description: office expense. Amount: 1,435. Description: insurance expense. Amount: 600. Total to form 990-ez, line 16: 9,639.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: restricted cash - flex benefit. Beg. Of year amount: 31,220. End of year amount: 23,275. Description: prepaid expenses. Beg. Of year amount: 14,219. End of year amount: 35,191.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: claims payable. Beg. Of year amount: 20,456. End of year amount: 15,839. Description: accounts payable. Beg. Of year amount: 5,700. End of year amount: 1,600.”
Raw XML Appendix140 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 | 152324 |
| 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 | 224572 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 227591 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 24763 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 8200 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 270011 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 286057 |
| IRS990EZ/GrossReceiptsAmt | 0 | 195044 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 568 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 243855 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 268618 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 243855 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 268618 |
| 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/AverageHrsPerWkDevotedToPosRt | 5 | 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/CompensationAmt | 5 | 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/EmployeeBenefitProgramAmt | 5 | 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/ExpenseAccountOtherAllwncAmt | 5 | 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/PersonNm | 5 | KAREN TEGELER |
| 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/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 45439 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 58466 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9639 |
| 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 | 118 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 194476 |
| 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 | 116115 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 23841 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 12368 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 26156 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 17439 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 170281 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 152324 |
| IRS990EZ/TotalRevenueAmt | 0 | 195044 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 568. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATIVE. AMOUNT: 7,604. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,435. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 9,639. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: RESTRICTED CASH - FLEX BENEFIT. BEG. OF YEAR AMOUNT: 31,220. END OF YEAR AMOUNT: 23,275. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 14,219. END OF YEAR AMOUNT: 35,191. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: CLAIMS PAYABLE. BEG. OF YEAR AMOUNT: 20,456. END OF YEAR AMOUNT: 15,839. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 5,700. END OF YEAR AMOUNT: 1,600. |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KENNETH MCPHERSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8456772510 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-03-31 |
| 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 | 2023-03-31 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOANNE CASABURA |
| ReturnHeader/ReturnTs | 0 | 2023-04-15T00:03:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | KENNETH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCPHERSON |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-06-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $286,057
- Liabilities
- $17,439
- Net assets
- $268,618
- Revenue
- $195,044
- Expenses
- $170,281
- Net income
- $24,763