Civic Intelligence

Plainview Old Beth Page Federation of Teachers Welfare Fund

990 • Fiscal year 2021 • EIN 23-7139843

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 20, 2022

303 Sunnyside BoulevardPlainview, NY 11803

(516) 349-1310

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.07x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

70th percentile

0.08x

Higher debt load relative to revenue than 70% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

47th percentile

2.2%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

75th percentile

$26,031

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

1.0%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,869,691

Down $16,232 (-0.9%) from 2020

Net Assets

Up

$1,734,982

Up $20,843 (+1.2%) from 2020

Liabilities

Down

$134,709

Down $37,075 (-22%) from 2020

Revenue

Up

$1,724,561

Up $17,109 (+1.0%) from 2020

Expenses

Up

$1,686,145

Up $168,686 (+11%) from 2020

Net Income

Down

$38,416

Down $151,577 (-80%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,178,301Liabilities 2010: $161,275Net Assets 2010: $1,017,0262010Assets 2012: $1,415,015Liabilities 2012: $172,241Net Assets 2012: $1,242,7742012Assets 2013: $1,585,058Liabilities 2013: $232,578Net Assets 2013: $1,352,4802013Assets 2014: $1,524,139Liabilities 2014: $105,344Net Assets 2014: $1,418,7952014Assets 2015: $1,709,632Liabilities 2015: $159,693Net Assets 2015: $1,549,9392015Assets 2016: $1,748,485Liabilities 2016: $222,488Net Assets 2016: $1,525,9972016Assets 2017: $1,607,164Liabilities 2017: $121,784Net Assets 2017: $1,485,3802017Assets 2019: $1,624,883Liabilities 2019: $124,845Net Assets 2019: $1,500,0382019Assets 2020: $1,885,923Liabilities 2020: $171,784Net Assets 2020: $1,714,1392020Assets 2021: $1,869,691Liabilities 2021: $134,709Net Assets 2021: $1,734,9822021Assets 2022: $1,985,952Liabilities 2022: $199,727Net Assets 2022: $1,786,2252022Assets 2023: $1,966,988Liabilities 2023: $216,234Net Assets 2023: $1,750,7542023Assets 2024: $1,980,132Liabilities 2024: $183,812Net Assets 2024: $1,796,3202024Assets 2025: $1,955,050Liabilities 2025: $174,951Net Assets 2025: $1,780,0992025

Highlighted filing

2021

Assets$1,869,691
Liabilities$134,709
Net Assets$1,734,982

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,281,0162010Expenses 2012: $1,282,3832012Expenses 2013: $1,371,5782013Revenue 2014: $1,467,129Expenses 2014: $1,399,516Net Income 2014: $67,6132014Revenue 2015: $1,518,755Expenses 2015: $1,387,535Net Income 2015: $131,2202015Revenue 2016: $1,528,195Expenses 2016: $1,582,706Net Income 2016: -$54,5112016Revenue 2017: $1,595,850Expenses 2017: $1,615,110Net Income 2017: -$19,2602017Revenue 2019: $1,681,428Expenses 2019: $1,661,669Net Income 2019: $19,7592019Revenue 2020: $1,707,452Expenses 2020: $1,517,459Net Income 2020: $189,9932020Revenue 2021: $1,724,561Expenses 2021: $1,686,145Net Income 2021: $38,4162021Revenue 2022: $1,780,169Expenses 2022: $1,697,577Net Income 2022: $82,5922022Revenue 2023: $1,900,867Expenses 2023: $1,911,982Net Income 2023: -$11,1152023Revenue 2024: $1,900,159Expenses 2024: $1,885,224Net Income 2024: $14,9352024Revenue 2025: $1,846,313Expenses 2025: $1,865,223Net Income 2025: -$18,9102025

Highlighted filing

2021

Revenue$1,724,561
Expenses$1,686,145
Net Income$38,416
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 20, 2022
Return Version
2020v4.0
Gross Receipts
$1,897,561
Mission and Program Overview

Mission

The plainview-old bethpage federation of teachers welfare fund is a nonprofit organization dedicated to providing medical benefits to the teachers and clerical employees of the plainview-old bethpage central school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$896,986$883,755▼ $13,231
Savings and Temporary Cash Investments$913,076$710,413▼ $202,663
Cash and Non-Interest-Bearing Accounts$66,101$267,960▲ $201,859
Land, Buildings, and Equipment, Net$4,876$3,880▼ $996
Total Assets$1,885,923$1,869,691▼ $16,232
Other Assets Total$4,884$3,683▼ $1,201
Liabilities
Accounts Payable and Accrued Expenses$171,784$134,709▼ $37,075
Total Liabilities$171,784$134,709▼ $37,075
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,714,139$1,734,982▲ $20,843
Total Net Assets Fund Balance$1,714,139$1,734,982▲ $20,843
Total Liabilities and Net Assets / Fund Balance$1,885,923$1,869,691▼ $16,232

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$-1,035$7,979$6,944
Leasehold Improvements$4,915-$4,915
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Nina MelzerTrustee-$26,031$26,031
Morton RosenfeldAdministrato$6,000-$6,000

Board Members and Trustees

NameTitle
Ginger LiebermanTrustee
Jordan PekorTrustee
Seth GreenbergTrustee
Tara RockTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,706,333
Investment Income
$18,228
Other Revenue
$0
Change in Net Assets
$38,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,724,411
Revenue Not Reported on Financial Statements
$150
Revenue Not Reported on Form 990
$-17,423
Total Revenue per Audited Statements
$1,706,988
Total Revenue per Form 990
$1,724,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$161,399
Other Expenses$96,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,428,317--$1,428,317
Other Salaries and Wages-$95,260-$95,260
Other Employee Benefits-$52,451-$52,451
Fees for Services Other-$52,407-$52,407
Office Expenses-$15,509-$15,509
Occupancy-$15,160-$15,160
Fees for Services Accounting-$8,496-$8,496
Payroll Taxes-$7,688-$7,688
Current Officers, Directors, Trustees, and Key Employees-$6,000-$6,000
Insurance-$3,861-$3,861
Depreciation Depletion-$996-$996
Total Functional Expenses$1,428,317$257,828$0$1,686,145

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,686,145
Total Expenses per Audited Statements$1,686,145
Total Expenses per Form 990$1,686,145
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The plainview federation of teachers welfare fund was created through collective bargaining between the plainview-old bethpage congress of teachers and the plainview-old bethpage board of education.

Form 990, Page 6, Part VI, Line 7A

The board of trustees consists of three members selected by the plainview-old bethpage board of education and three members selected by the executive board of the plainview-old bethpage congress of teachers.

Form 990, Page 6, Part VI, Line 7B

Decisions are made by a majority vote of the board of trustees.

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 was provided to the organization and reviewed by the president.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Plainview-old Bethpage Federation
EIN
23-7139843
Phone
5163491310
Address
303 SUNNYSIDE BOULEVARD, PLAINVIEW, NY 11803

Signing Officer

Name
Nina Melzer
Title
Trustee
Phone
5163491310
Signed
2022-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nina Melzer
Formed
1970
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
6

Preparer

Firm
Mayne Blumstein & Fingold Cpas Llp
Address
1991 SMITH STREET SUITE 100, MERRICK, NY 11566
Preparer
Wade H Blumstein
Phone
5168682400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The plainview-old bethpage federation of teachers welfare fund is a nonprofit organization dedicated to providing medical benefits to the teachers and clerical employees of the plainview-old bethpage central school district.

Form 990, Page 2, Part III, Line 4D

Supplemental medical premiums supplemental medical benefits supplemental prescription benefits s/t disability insurance premiums optical benefits

Raw XML Appendix367 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAINVIEW-OLD BETHPAGE FEDERATION OF TEACHERS WELFARE FUND IS A NONPROFIT ORGANIZATION DEDICATED TO PROVIDING MEDICAL BENEFITS TO THE TEACHERS AND CLERICAL EMPLOYEES OF THE PLAINVIEW-OLD BETHPAGE CENTRAL SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPLEMENTAL MEDICAL PREMIUMS SUPPLEMENTAL MEDICAL BENEFITS SUPPLEMENTAL PRESCRIPTION BENEFITS S/T DISABILITY INSURANCE PREMIUMS OPTICAL BENEFITS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAINVIEW FEDERATION OF TEACHERS WELFARE FUND WAS CREATED THROUGH COLLECTIVE BARGAINING BETWEEN THE PLAINVIEW-OLD BETHPAGE CONGRESS OF TEACHERS AND THE PLAINVIEW-OLD BETHPAGE BOARD OF EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES CONSISTS OF THREE MEMBERS SELECTED BY THE PLAINVIEW-OLD BETHPAGE BOARD OF EDUCATION AND THREE MEMBERS SELECTED BY THE EXECUTIVE BOARD OF THE PLAINVIEW-OLD BETHPAGE CONGRESS OF TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DECISIONS ARE MADE BY A MAJORITY VOTE OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION AND REVIEWED BY THE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1TEACHERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0116111426
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PLAINVIEW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd011803
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01869691
IRS990/TotalAssetsGrp/BOYAmt01885923
IRS990/TotalAssetsGrp/EOYAmt01869691
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IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0257828
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01428317
IRS990/TotalFunctionalExpensesGrp/TotalAmt01686145
IRS990/TotalGrossUBIAmt016830
IRS990/TotalLiabilitiesBOYAmt0171784
IRS990/TotalLiabilitiesEOYAmt0134709
IRS990/TotalLiabilitiesGrp/BOYAmt0171784
IRS990/TotalLiabilitiesGrp/EOYAmt0134709
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01714139
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01734982
IRS990/TotalOtherProgSrvcExpenseAmt090449
IRS990/TotalProgramServiceExpensesAmt01428317
IRS990/TotalProgramServiceRevenueAmt01706333
IRS990/TotalReportableCompFromOrgAmt06000
IRS990/TotalRevenueGrp/ExclusionAmt01398
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01706333
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01724561
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt016830
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01885923
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01869691
IRS990/TotReportableCompRltdOrgAmt026031
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O PLAINVIEW-OLD BETHPAGE FED
IRS990/USAddress/AddressLine2Txt0303 SUNNYSIDE BLVD SUITE 90
IRS990/USAddress/CityNm0PLAINVIEW
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011803
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA MELZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163491310
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLAINVIEW-OLD BETHPAGE FEDERATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF TEACHERS WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0PLAI
ReturnHeader/Filer/EIN0237139843
ReturnHeader/Filer/PhoneNum05163491310
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 SUNNYSIDE BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PLAINVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461949828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAYNE BLUMSTEIN & FINGOLD CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01991 SMITH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERRICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011566
ReturnHeader/PreparerPersonGrp/PhoneNum05168682400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE H BLUMSTEIN
ReturnHeader/ReturnTs02022-01-20T13:54:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MELZER
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.96$0.17$1.78$1.85$1.87$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.18$1.80$1.90$1.89$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.22$1.75$1.90$1.91$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.20$1.79$1.78$1.70$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.13$1.73$1.72$1.69$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.17$1.71$1.71$1.52$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.62$0.12$1.50$1.68$1.66$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.12$1.49$1.60$1.62$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.22$1.53$1.53$1.58$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.16$1.55$1.52$1.39$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.11$1.42$1.47$1.40$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.23$1.35$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.17$1.24$1.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.16$1.02$1.28