Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Tri-Valley Teachers' Association Welfare Trust Fund
EIN 22-6803017 • 501(c)9 • Grahamsville, NY
Profile
The plan provides welfare benefits (dental, life, vision insurance and prepaid legal services) to eligible employees of the association.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
92nd percentile
Higher top officer pay than 92% of similar nonprofits.
Top officer pay equals 1.4% of source-year revenue.
Asset Growth
67th percentile
Faster asset growth than 67% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Balance Sheet
Assets
Up$380,748
Up $27,796 (+7.9%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$380,748
Up $27,796 (+7.9%) from 2023
Revenue
Down$168,304
Down $56 (-0.0%) from 2023
Expenses
Up$140,508
Up $980 (+0.7%) from 2023
Net Income
Down$27,796
Down $1,036 (-3.6%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $380,748
- Liabilities
- -
- Net assets
- $380,748
- Revenue
- $168,304
- Expenses
- $140,508
- Net income
- $27,796
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 15, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $168,304
Mission and Program Overview
Mission
The plan provides welfare benefits (dental, life, vision insurance and prepaid legal services) to eligible employees of the association.
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE DENTAL, LIFE, VISION INSURANCE AND PREPAID LEGAL SERVICES TO APPROXIMATELY 114 EMPLOYEES OF THE TRI-VALLEY CENTRAL SCHOOL DISTRICT | - | $131,318 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TANYA HUGGLER | Chair | - | $2,400 | - | $2,400 |
| DEBRA SWETT | Treasurer | - | $1,000 | - | $1,000 |
| DEANNA SHEELEY | Secretary | - | $175 | - | $175 |
Filing and Contact Details
Filer
- Filer Name
- TRI-VALLEY TEACHERS' ASSOCIATION WELFARE TRUST FUND
- EIN
- 22-6803017
- Phone
- 8459852296
- Address
- PO Box 302, GRAHAMSVILLE, NY 12740
Signing Officer
- Name
- Tanya Huggler
- Title
- Chairman
- Phone
- 8459852296
- Signed
- 2025-11-15
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Amy K Winters
- Phone
- 8454680089
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16, Other Expenses
“OFFICE EXPENSES 115”
Form 990-EZ, Part I, Section REVENUE, Line 4
“Interest income - catskill hudson bank”
Form 990-EZ, Part I, Line 16
“OFFICE EXPENSES 115”
Form 990-EZ, Part III, Section NONE, Line FIRST
“Primary exempt purpose the plan provides welfare benefits dental, life, vision insurances and prepaid legal servies, as well as financial counseling services to eligible employees of the association”
Form 990-EZ, Part V, Section PART V, Line PARY V
“Information regarding personal benefit contracts the organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums. Directly or indirectily, on a personal benefit contract.”
Raw XML Appendix109 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 | 131318 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TANYA HUGGLER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8459852296 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O BOX 302 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | GRAHAMSVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 127400302 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 352952 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 380748 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 168229 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 27796 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5500 |
| IRS990EZ/FiledScheduleAInd | 0 | false |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 352952 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 380748 |
| IRS990EZ/GrossReceiptsAmt | 0 | 168304 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 75 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 352952 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 380748 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 352952 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 380748 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 001.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 2400 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 1000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 175 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TANYA HUGGLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DEBRA SWETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DEANNA SHEELEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 115 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE DENTAL, LIFE, VISION INSURANCE AND PREPAID LEGAL SERVICES TO APPROXIMATELY 114 EMPLOYEES OF THE TRI-VALLEY CENTRAL SCHOOL DISTRICT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 131318 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 3575 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 140508 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 131318 |
| IRS990EZ/TotalRevenueAmt | 0 | 168304 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OFFICE EXPENSES 115 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | INTEREST INCOME - CATSKILL HUDSON BANK |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | OFFICE EXPENSES 115 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | PRIMARY EXEMPT PURPOSE THE PLAN PROVIDES WELFARE BENEFITS DENTAL, LIFE, VISION INSURANCES AND PREPAID LEGAL SERVIES, AS WELL AS FINANCIAL COUNSELING SERVICES TO ELIGIBLE EMPLOYEES OF THE ASSOCIATION |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS. DIRECTLY OR INDIRECTILY, ON A PERSONAL BENEFIT CONTRACT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16, Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Section REVENUE, Line 4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part III, Section NONE, Line FIRST |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part V, Section PART V, Line PARY V |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TANYA HUGGLER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8459852296 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TRI-VALLEY TEACHERS' ASSOCIATION WELFARE TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TRI- |
| ReturnHeader/Filer/EIN | 0 | 226803017 |
| ReturnHeader/Filer/PhoneNum | 0 | 8459852296 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 302 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GRAHAMSVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 12740 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8454680089 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Amy K Winters |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-11-15T08:52:58-00:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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