Civic Intelligence

Tri-Valley Teachers' Association Welfare Trust Fund

990EZ • Fiscal year 2017 • EIN 22-6803017

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

Organization ProfileN/A
PO Box 302Grahamsville, NY 12740

(845) 985-2296

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Net Margin

68th percentile

15%

Higher net margin than 68% of similar nonprofits.

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE Y • <$500k nonprofits • Source year 2017

Asset Growth

74th percentile

16%

Faster asset growth than 74% of similar nonprofits.

2017 filings • NTEE Y • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-5.2%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • NTEE Y • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$178,153

Up $24,374 (+16%) from 2016

Net Assets

Up

$178,153

Up $24,374 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin68th percentile

Revenue

Down

$160,399

Down $8,718 (-5.2%) from 2016

Expenses

Down

$136,025

Down $12,730 (-8.6%) from 2016

Net Income

Up

$24,374

Up $4,012 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $120,968Net Assets 2010: $120,9682010Assets 2011: $97,115Net Assets 2011: $97,1152011Assets 2012: $110,233Net Assets 2012: $110,2332012Assets 2013: $121,943Liabilities 2013: $0Net Assets 2013: $121,9432013Assets 2014: $126,898Liabilities 2014: $0Net Assets 2014: $126,8982014Assets 2015: $133,417Liabilities 2015: $0Net Assets 2015: $133,4172015Assets 2016: $153,779Liabilities 2016: $0Net Assets 2016: $153,7792016Assets 2017: $178,153Liabilities 2017: $0Net Assets 2017: $178,1532017Assets 2018: $195,032Liabilities 2018: $0Net Assets 2018: $195,0322018Assets 2019: $233,448Liabilities 2019: $0Net Assets 2019: $233,4482019Assets 2020: $270,120Liabilities 2020: $0Net Assets 2020: $270,1202020Assets 2021: $310,617Liabilities 2021: $0Net Assets 2021: $310,6172021Assets 2022: $324,120Liabilities 2022: $0Net Assets 2022: $324,1202022Assets 2023: $352,952Net Assets 2023: $352,9522023Assets 2024: $380,748Net Assets 2024: $380,7482024

Highlighted filing

2017

Assets$178,153
Liabilities$0
Net Assets$178,153
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $148,856Expenses 2010: $140,010Net Income 2010: $8,8462010Revenue 2011: $145,369Expenses 2011: $169,222Net Income 2011: -$23,8532011Revenue 2012: $146,381Expenses 2012: $133,263Net Income 2012: $13,1182012Revenue 2013: $149,377Expenses 2013: $137,667Net Income 2013: $11,7102013Revenue 2014: $149,084Expenses 2014: $144,129Net Income 2014: $4,9552014Revenue 2015: $171,769Expenses 2015: $165,250Net Income 2015: $6,5192015Revenue 2016: $169,117Expenses 2016: $148,755Net Income 2016: $20,3622016Revenue 2017: $160,399Expenses 2017: $136,025Net Income 2017: $24,3742017Revenue 2018: $153,146Expenses 2018: $136,267Net Income 2018: $16,8792018Revenue 2019: $171,180Expenses 2019: $132,764Net Income 2019: $38,4162019Revenue 2020: $164,526Expenses 2020: $127,854Net Income 2020: $36,6722020Revenue 2021: $173,755Expenses 2021: $133,258Net Income 2021: $40,4972021Revenue 2022: $171,499Expenses 2022: $157,996Net Income 2022: $13,5032022Revenue 2023: $168,360Expenses 2023: $139,528Net Income 2023: $28,8322023Revenue 2024: $168,304Expenses 2024: $140,508Net Income 2024: $27,7962024

Highlighted filing

2017

Revenue$160,399
Expenses$136,025
Net Income$24,374
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Gross Receipts
$160,399
Mission and Program Overview

Mission

The plan provides welfare benefits (dental, life, vision insurance and prepaid legal services) to eligible employees of the association.

Program Services

DescriptionGrantsExpenses
PROVIDE DENTAL, LIFE, VISION INSURANCE, AND PREPAID LEGAL SERVICES TO APPROXIMATELY 114 EMPLOYEES OF THE TRI-VALLEY CENTRAL SCHOOL DISTRICT$0$123,430
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TANYA HUGGLERChair-$0--
DEBRA SWETTTreasurer-$0--
AMANDA POPOLILLOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
TRI-VALLEY TEACHERS' ASSOCIATION
EIN
22-6803017
Phone
8459852296
Address
PO BOX 302, GRAHAMSVILLE, NY 12740

Signing Officer

Name
Tanya Huggler
Title
Chairman
Phone
8459852296
Signed
2018-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Cooper Arias Llp
Address
892 RT 17B PO BOX 190, MONGAUP VALLEY, NY 12762
Preparer
Susan M Peters CPA
Phone
8457961800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 98.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 1200. Description: office expense. Amount: 926. Total to form 990-ez, line 16: 2126.”

Raw XML Appendix114 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt0123430
IRS990EZ/BooksInCareOfDetail/PersonNm0TANYA HUGGLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08459852296
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 302
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GRAHAMSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012740
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153779
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0178153
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt024374
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010469
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0153779
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0178153
IRS990EZ/GrossReceiptsAmt0160399
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0153779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0178153
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0153779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0178153
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TANYA HUGGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBRA SWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMANDA POPOLILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02126
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PLAN PROVIDES WELFARE BENEFITS (DENTAL, LIFE, VISION INSURANCE AND PREPAID LEGAL SERVICES) TO ELIGIBLE EMPLOYEES OF THE ASSOCIATION.
IRS990EZ/ProgramServiceRevenueAmt0160301
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DENTAL, LIFE, VISION INSURANCE, AND PREPAID LEGAL SERVICES TO APPROXIMATELY 114 EMPLOYEES OF THE TRI-VALLEY CENTRAL SCHOOL DISTRICT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0123430
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0136025
IRS990EZ/TotalProgramServiceExpensesAmt0123430
IRS990EZ/TotalRevenueAmt0160399
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 98.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 1200. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 926. TOTAL TO FORM 990-EZ, LINE 16: 2126.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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 INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TANYA HUGGLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08459852296
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRI-VALLEY TEACHERS' ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0226803017
ReturnHeader/Filer/PhoneNum08459852296
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 302
ReturnHeader/Filer/USAddress/CityNm0GRAHAMSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012740
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DFA36C71C619D14A937DBDC40611EC72FFDE39A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FD42848A9B2DB435BDE7D744D22F8AC9D965BE5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.106.150
ReturnHeader/FilingSecurityInformation/IPDt02018-05-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:01:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0141761666
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOPER ARIAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0892 RT 17B PO BOX 190
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONGAUP VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012762
ReturnHeader/PreparerPersonGrp/PhoneNum08457961800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN M PETERS CPA
ReturnHeader/ReturnTs02018-06-20T10:03:15-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,153
Liabilities
$0
Net assets
$178,153
Revenue
$160,399
Expenses
$136,025
Net income
$24,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.81$3.81$1.68$1.41$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.53$3.53$1.68$1.40$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$1.71$1.58$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.74$1.33$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$1.65$1.28$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.71$1.33$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$1.53$1.36$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$1.60$1.36$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.69$1.49$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.72$1.65$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.49$1.44$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.49$1.38$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$1.10$1.46$1.33$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.97$1.45$1.69$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$1.21$1.49$1.40$0.09