Civic Intelligence

Locust Valley School Employees Asso

EIN 23-7364760 • 501(c)5 • Locust Valley, NY

Profile

EDUCATION

Lv High School Horse Hollow RoadLocust Valley, NY 11560
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-59%

Higher net margin than 6% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

30th percentile

-6.9%

Faster asset growth than 30% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$445,602

Down $32,832 (-6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$445,602

Down $32,832 (-6.9%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Down

$55,349

Down $80,602 (-59%) from 2023

Expenses

Down

$88,181

Down $52,669 (-37%) from 2023

Net Income

Down

-$32,832

Down $27,933 (-570%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$600K$400K$200K$0Assets 2016: $362,972Liabilities 2016: $0Net Assets 2016: $362,9722016Assets 2017: $382,279Liabilities 2017: $0Net Assets 2017: $382,2792017Assets 2018: $418,565Liabilities 2018: $0Net Assets 2018: $418,5652018Assets 2019: $434,713Liabilities 2019: $0Net Assets 2019: $434,7132019Assets 2020: $455,149Liabilities 2020: $0Net Assets 2020: $455,1492020Assets 2021: $450,253Liabilities 2021: $0Net Assets 2021: $450,2532021Assets 2022: $483,333Liabilities 2022: $0Net Assets 2022: $483,3332022Assets 2023: $478,434Liabilities 2023: $0Net Assets 2023: $478,4342023Assets 2024: $445,602Liabilities 2024: $0Net Assets 2024: $445,6022024

Highlighted filing

2024

Assets$445,602
Liabilities$0
Net Assets$445,602
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $130,517Expenses 2016: $106,157Net Income 2016: $24,3602016Revenue 2017: $126,488Expenses 2017: $107,181Net Income 2017: $19,3072017Revenue 2018: $129,794Expenses 2018: $93,508Net Income 2018: $36,2862018Revenue 2019: $131,417Expenses 2019: $115,269Net Income 2019: $16,1482019Revenue 2020: $150,647Expenses 2020: $130,211Net Income 2020: $20,4362020Revenue 2021: $112,134Expenses 2021: $117,030Net Income 2021: -$4,8962021Revenue 2022: $141,586Expenses 2022: $108,506Net Income 2022: $33,0802022Revenue 2023: $135,951Expenses 2023: $140,850Net Income 2023: -$4,8992023Revenue 2024: $55,349Expenses 2024: $88,181Net Income 2024: -$32,8322024

Highlighted filing

2024

Revenue$55,349
Expenses$88,181
Net Income-$32,832
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$445,602
Liabilities
$0
Net assets
$445,602
Revenue
$55,349
Expenses
$88,181
Net income
-$32,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.55$0.88$0.33
2023Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$1.36$1.41$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$1.42$1.09$0.33
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$1.12$1.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$1.51$1.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$1.31$1.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.30$0.94$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$1.26$1.07$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.31$1.06$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$55,349
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
EDUCATION-LONG ISLAND TEACHERS BENEVOLENT FUND-$5,089
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROMY BENNETTPresidentPT$0--
ANTONELLA ANGELOSecondary VPPT$0--
CHRISTINE ARTHURPrimary VPPT$0--
LOUIS DEROSETreasurer And Grievance ChairPT$0--
PAM LOHERMembership SecretaryPT$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Locust Valley School Employees Asso
EIN
23-7364760
Address
LV HIGH SCHOOL HORSE HOLLOW ROAD, Locust Valley, NY 11560

Signing Officer

Name
Louis Derose
Title
Treasurer
Phone
5166746372
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Max Gilman CPA Pc
Address
3000 MARCUS AVENUE STE 1E11, New Hyde Park, NY 11042
Preparer
Max Gilman CPA
Phone
5163263275
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity SCHOLARSHIPS Grantee VARIOUS Street LV HIGH SCHOOL HORSE HOLLOW ROAD City, State, Zip Locust Valley, NY 11560Relationship STUDENT Amount 5,089ACTIVITY SCHOLARSHIPSGRANTEE VARIOUSLV HIGH SCHOOL HORSE HOLLOW ROADLOCUST VALLEY NY 11560STUDENTS$5089”

Description of other expenses Part I line 16

“Description AmountOFFICE EMAIL 1,173CONFERENCES 2,346PUBLICITY 1,571RA/SOCIAL EXPENSES 1,990NEGOTIATIONS EXPENSE 82BANK FEES 200”

Raw XML Appendix121 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LOUIS DEROSE
IRS990EZ/BooksInCareOfDetail/PhoneNum05166746372
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0LV HIGH SCHOOL HORSE HOLLOW ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Locust Valley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011560
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0478434
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0445602
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-32832
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt013171
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0478434
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0445602
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05089
IRS990EZ/GrossReceiptsAmt055349
IRS990EZ/GroupExemptionNum00787
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt055349
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0478434
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0445602
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0478434
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0445602
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROMY BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANTONELLA ANGELO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTINE ARTHUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LOUIS DEROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAM LOHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECONDARY VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRIMARY VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER AND GRIEVANCE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBERSHIP SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt07362
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt059
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION-LONG ISLAND TEACHERS BENEVOLENT FUND
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt062500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088181
IRS990EZ/TotalProgramServiceExpensesAmt05089
IRS990EZ/TotalRevenueAmt055349
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleC/AgreeCarryoverPriorYearInd0true
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIPS Grantee VARIOUS Street LV HIGH SCHOOL HORSE HOLLOW ROAD City, State, Zip Locust Valley, NY 11560Relationship STUDENT Amount 5,089ACTIVITY SCHOLARSHIPSGRANTEE VARIOUSLV HIGH SCHOOL HORSE HOLLOW ROADLOCUST VALLEY NY 11560STUDENTS$5089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountOFFICE EMAIL 1,173CONFERENCES 2,346PUBLICITY 1,571RA/SOCIAL EXPENSES 1,990NEGOTIATIONS EXPENSE 82BANK FEES 200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS DEROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05166746372
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCUST VALLEY SCHOOL EMPLOYEES ASSO
ReturnHeader/Filer/BusinessNameControlTxt0LOCU
ReturnHeader/Filer/EIN0237364760
ReturnHeader/Filer/USAddress/AddressLine1Txt0LV HIGH SCHOOL HORSE HOLLOW ROAD
ReturnHeader/Filer/USAddress/CityNm0Locust Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011560
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113490269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAX GILMAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 MARCUS AVENUE STE 1E11
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05163263275
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAX GILMAN CPA
ReturnHeader/ReturnTs02024-11-05T11:57:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

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