Civic Intelligence

Mt Vernon Federation of Teachers Wf

EIN 23-7167874 • 501(c)9 • MT Vernon, NY

Profile

Provide health benefits not provided by employer

22 West 1st Street 303MT Vernon, NY 10551

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.03x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.04x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

19%

Higher net margin than 70% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$20,175

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

87th percentile

22%

Faster asset growth than 87% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

6.3%

Faster revenue growth than 53% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$2,681,433

Up $1,087,496 (+68%) from 2018

Liabilities

Down

$86,291

Down $415,892 (-83%) from 2018

Net Assets

Up

$2,595,142

Up $1,503,388 (+138%) from 2018

Operations
Liabilities / Revenue69th percentileNet Margin70th percentile

Revenue

Up

$2,304,547

Up $188,065 (+8.9%) from 2018

Expenses

Down

$1,867,987

Down $214,603 (-10%) from 2018

Net Income

Up

$436,560

Up $402,668 (+1188%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,538,119Liabilities 2010: $310,547Net Assets 2010: $3,227,5722010Assets 2011: $3,872,661Liabilities 2011: $285,234Net Assets 2011: $3,587,4272011Assets 2012: $3,992,824Liabilities 2012: $335,498Net Assets 2012: $3,657,3262012Assets 2013: $2,495,990Liabilities 2013: $327,485Net Assets 2013: $2,168,5052013Assets 2014: $2,359,879Liabilities 2014: $321,996Net Assets 2014: $2,037,8832014Assets 2015: $1,903,969Liabilities 2015: $342,518Net Assets 2015: $1,561,4512015Assets 2016: $1,582,985Liabilities 2016: $434,137Net Assets 2016: $1,148,8482016Assets 2017: $1,633,232Liabilities 2017: $523,660Net Assets 2017: $1,109,5722017Assets 2018: $1,593,937Liabilities 2018: $502,183Net Assets 2018: $1,091,7542018Assets 2024: $2,681,433Liabilities 2024: $86,291Net Assets 2024: $2,595,1422024

Highlighted filing

2024

Assets$2,681,433
Liabilities$86,291
Net Assets$2,595,142
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,758,2052010Expenses 2011: $1,626,4912011Expenses 2012: $1,825,9972012Expenses 2013: $1,828,6062013Revenue 2014: $1,686,323Expenses 2014: $1,784,842Net Income 2014: -$98,5192014Revenue 2015: $1,450,928Expenses 2015: $1,886,676Net Income 2015: -$435,7482015Revenue 2016: $1,537,487Expenses 2016: $1,940,039Net Income 2016: -$402,5522016Revenue 2017: $1,943,588Expenses 2017: $1,946,198Net Income 2017: -$2,6102017Revenue 2018: $2,116,482Expenses 2018: $2,082,590Net Income 2018: $33,8922018Revenue 2024: $2,304,547Expenses 2024: $1,867,987Net Income 2024: $436,5602024

Highlighted filing

2024

Revenue$2,304,547
Expenses$1,867,987
Net Income$436,560
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,681,433
Liabilities
$86,291
Net assets
$2,595,142
Revenue
$2,304,547
Expenses
$1,867,987
Net income
$436,560
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.09$2.60$2.30$1.87$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.50$1.09$2.12$2.08$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.52$1.11$1.94$1.95$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.58$0.43$1.15$1.54$1.94$0.40
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.34$1.56$1.45$1.89$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.36$0.32$2.04$1.69$1.78$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.33$2.17$1.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.34$3.66$1.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.29$3.59$1.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.31$3.23$1.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$2,388,733
Mission and Program Overview

Mission

Provide health benefits not provided by employer

To provide health and welfare benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,144,746$2,595,142▲ $450,396
Investments in Publicly Traded Securities$1,403,492$2,467,911▲ $1,064,419
Cash and Non-Interest-Bearing Accounts$749,493$127,200▼ $622,293
Savings and Temporary Cash Investments$10,123$56,266▲ $46,143
Accounts Receivable$24,151$24,223▲ $72
Prepaid Expenses and Deferred Charges$5,833$5,833→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,193,092$2,681,433▲ $488,341
Liabilities
Deferred Revenue$33,477$57,504▲ $24,027
Accounts Payable and Accrued Expenses$14,869$28,787▲ $13,918
Total Liabilities$48,346$86,291▲ $37,945
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,144,746$2,595,142▲ $450,396
Total Liabilities and Net Assets / Fund Balance$2,193,092$2,681,433▲ $488,341
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleBaseOtherTotal
Keith MccallTrustee$575$19,600$20,175
Jeanne CasinoTrustee$1,250$15,600$16,850
Karl NifontoffTrustee$575$1,800$2,375
Michele BattistaTrustee$288$1,250$1,538
Carl CaprioTrustee$575-$575
Paul CarusoTrustee$575-$575
Ian SmithTrustee$288-$288
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,245,557
Investment Income
$58,990
Other Revenue
$0
Change in Net Assets
$436,560

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,310,871
Revenue Not Reported on Financial Statements
$17,703
Revenue Not Reported on Form 990
$13,836
Total Revenue per Audited Statements
$2,324,707
Total Revenue per Form 990
$2,328,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$201,274
Salaries, Compensation, and Employee Benefits$4,125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,662,588
Fees for Services Other---$125,071
Other Expenses---$24,739
Fees for Services Accounting---$18,500
Fees for Service Investment Mgmnt Fees---$17,703
Fees for Services Legal---$6,500
Insurance---$5,587
Current Officers, Directors, Trustees, and Key Employees---$4,125
Conferences and Meetings---$2,369
Office Expenses---$805
Total Functional Expenses$0$0$0$1,867,987

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,867,987
Expenses per Audited Statements$1,850,284
Total Expenses per Audited Statements$1,850,284
Expenses Not Reported on Financial Statements$17,703
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The fund has participants.”

Form 990, Part VI, Section A, Line 8B

“The fund did not have any committee with authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the fund's independent auditors and reviewed by the board of trustees before it is filed.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request for examination at the fund's office.”

Filing and Contact Details

Filer

Filer Name
Mount Vernon Federation of Teachers
EIN
23-7167874
Phone
9146643189
Address
22 WEST 1ST STREET 303, MT VERNON, NY 10551

Signing Officer

Name
Jeanne Casino
Title
Trustee
Phone
9146643189
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Casino
Formed
1969
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
ONE PENNSYLVANIA PLAZA STE 3200, NEW YORK, NY 10119
Preparer
Matthew Simon
Phone
2126955003
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the fund, and has concluded that as of june 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Employee benefit plans are subject to routine audits by taxing jurisdictions; however there are currently no audits for any tax periods in progress for the fund. The plan administrator believes it is no longer subject to income tax examinations for years prior to 2021.”

Raw XML Appendix355 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm1KEITH MCCALL
IRS990/Form990PartVIISectionAGrp/PersonNm2CARL CAPRIO
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt017703
IRS990ScheduleD/RevenueSubtotalAmt02310871
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. EMPLOYEE BENEFIT PLANS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS FOR THE FUND. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01867987
IRS990ScheduleD/TotalRevenuePerForm990Amt02328574
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02324707
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01850284
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DID NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT AUDITORS AND REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR EXAMINATION AT THE FUND'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MT VERNON FEDERATION OF TEACHERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MOUNT VERNON CITY SCHOOL DISTRICT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0136738864
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0REPRESENT MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt022 WEST 1ST STREET 103
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MT VERNON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010551
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02193092
IRS990/TotalAssetsEOYAmt02681433
IRS990/TotalAssetsGrp/BOYAmt02193092
IRS990/TotalAssetsGrp/EOYAmt02681433
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01867987
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt048346
IRS990/TotalLiabilitiesEOYAmt086291
IRS990/TotalLiabilitiesGrp/BOYAmt048346
IRS990/TotalLiabilitiesGrp/EOYAmt086291
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02144746
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02595142
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02245557
IRS990/TotalReportableCompFromOrgAmt04126
IRS990/TotalRevenueGrp/ExclusionAmt058990
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02245557
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02304547
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02193092
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02681433
IRS990/TotReportableCompRltdOrgAmt038250
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 WEST 1ST STREET 303
IRS990/USAddress/CityNm0MT VERNON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010551
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE CASINO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09146643189
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNT VERNON FEDERATION OF TEACHERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0237167874
ReturnHeader/Filer/PhoneNum09146643189
ReturnHeader/Filer/USAddress/AddressLine1Txt022 WEST 1ST STREET 303
ReturnHeader/Filer/USAddress/CityNm0MT VERNON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010551
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA STE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW SIMON
ReturnHeader/ReturnTs02025-05-14T07:57:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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