Civic Intelligence

Plainview Old Beth Page Federation of Teachers Welfare Fund

990 • Fiscal year 2023 • EIN 23-7139843

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 13, 2024

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

74th percentile

0.11x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.11x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Net Margin

34th percentile

-0.6%

Higher net margin than 34% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$27,815

Higher top officer pay than 74% of similar nonprofits.

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

2023 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2023

Asset Growth

31st percentile

-1.0%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

6.8%

Faster revenue growth than 55% of similar nonprofits.

2023 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,966,988

Down $18,964 (-1.0%) from 2022

Net Assets

Down

$1,750,754

Down $35,471 (-2.0%) from 2022

Liabilities

Up

$216,234

Up $16,507 (+8.3%) from 2022

Revenue

Up

$1,900,867

Up $120,698 (+6.8%) from 2022

Expenses

Up

$1,911,982

Up $214,405 (+13%) from 2022

Net Income

Down

-$11,115

Down $93,707 (-113%) from 2022

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

2023

Assets$1,966,988
Liabilities$216,234
Net Assets$1,750,754

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

2023

Revenue$1,900,867
Expenses$1,911,982
Net Income-$11,115
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 13, 2024
Return Version
2022v5.0
Gross Receipts
$1,900,867
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$755,994$1,232,012▲ $476,018
Savings and Temporary Cash Investments$1,035,685$533,029▼ $502,656
Cash and Non-Interest-Bearing Accounts$131,119$150,323▲ $19,204
Land, Buildings, and Equipment, Net$6,192$4,385▼ $1,807
Total Assets$1,985,952$1,966,988▼ $18,964
Other Assets Total$56,962$47,239▼ $9,723
Liabilities
Accounts Payable and Accrued Expenses$146,811$169,505▲ $22,694
Other Liabilities$52,916$41,887▼ $11,029
Deferred Revenue-$4,842-
Total Liabilities$199,727$216,234▲ $16,507
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,786,225$1,750,754▼ $35,471
Total Net Assets Fund Balance$1,786,225$1,750,754▼ $35,471
Total Liabilities and Net Assets / Fund Balance$1,985,952$1,966,988▼ $18,964

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,385$11,524$15,909
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Nina MelzerTrustee-$27,815$27,815
Morton RosenfeldAdministrato$8,000-$8,000

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
$1,842,860
Investment Income
$58,007
Other Revenue
$0
Change in Net Assets
$-11,115

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,900,692
Revenue Not Reported on Financial Statements
$175
Revenue Not Reported on Form 990
$-22,375
Total Revenue per Audited Statements
$1,878,317
Total Revenue per Form 990
$1,900,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$144,401
Other Expenses$110,761
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,656,820--$1,656,820
Other Salaries and Wages-$73,648-$73,648
Other Employee Benefits-$64,744-$64,744
Fees for Services Other-$62,106-$62,106
Office Expenses-$22,081-$22,081
Occupancy-$16,933-$16,933
Fees for Services Accounting-$7,613-$7,613
Payroll Taxes-$6,009-$6,009
Insurance-$2,028-$2,028
Total Functional Expenses$1,656,820$255,162$0$1,911,982

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,913,788
Expenses per Audited Statements$1,911,982
Total Expenses per Form 990$1,911,982
Expenses Not Reported on Form 990$1,806
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Operating Lease$41,887
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 six members selected by the plainview-old bethpage board of education and 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 trustee.

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
2024-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nina Melzer
Formed
1970
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
5
Employees
1
Volunteers
5

Preparer

Firm
Blumstein & Capparelli Cpas Llp
Address
1476 BLUE SPRUCE LN, WANTAGH, NY 11793
Preparer
Lisa M Capparelli
Phone
5167298664
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

Form 990, Part XI, Line 9

Book / tax depreciation difference -1,806

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

Book / tax depreciation difference 1,806

Raw XML Appendix373 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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IRS990/ScheduleORequiredInd0false
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 SIX MEMBERS SELECTED BY THE PLAINVIEW-OLD BETHPAGE BOARD OF EDUCATION AND 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 TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK / TAX DEPRECIATION DIFFERENCE -1,806
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt032678
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0EMPLOYEE ALLOCATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PLOB CONGRESS OF TEACHERS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01966988
IRS990/TotalAssetsGrp/BOYAmt01985952
IRS990/TotalAssetsGrp/EOYAmt01966988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0255162
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01656820
IRS990/TotalFunctionalExpensesGrp/TotalAmt01911982
IRS990/TotalGrossUBIAmt058007
IRS990/TotalLiabilitiesBOYAmt0199727
IRS990/TotalLiabilitiesEOYAmt0216234
IRS990/TotalLiabilitiesGrp/BOYAmt0199727
IRS990/TotalLiabilitiesGrp/EOYAmt0216234
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01750754
IRS990/TotalOtherProgSrvcExpenseAmt0119376
IRS990/TotalProgramServiceExpensesAmt01656820
IRS990/TotalProgramServiceRevenueAmt01842860
IRS990/TotalReportableCompFromOrgAmt08000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01842860
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01900867
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt058007
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01985952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01966988
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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/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NINA MELZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163491310
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-13
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921374740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUMSTEIN & CAPPARELLI CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01476 BLUE SPRUCE LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WANTAGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011793
ReturnHeader/PreparerPersonGrp/PhoneNum05167298664
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA M CAPPARELLI
ReturnHeader/ReturnTs02024-01-23T09:41:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MELZER
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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