Civic Intelligence

Sullivan County Boces Benefits Trust

990 • Fiscal year 2023 • EIN 32-0252836

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 13, 2023

Organization Profile
PO Box 443Ferndale, NY 12734-0443

(845) 295-4138

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2023 filings • NTEE J40 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.00x

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

2023 filings • NTEE J40 • <$500k nonprofits • Source year 2023

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2023 filings • NTEE J40 • <$500k nonprofits • Source year 2023

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2023 filings • NTEE J40 • <$500k nonprofits • Source year 2023

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2023 filings • NTEE J40 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

34%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • NTEE J40 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$353,474

Up $62,495 (+21%) from 2022

Net Assets

Up

$353,474

Up $62,495 (+21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin77th percentile

Revenue

Up

$236,498

Up $60,327 (+34%) from 2022

Expenses

Up

$174,003

Up $28,021 (+19%) from 2022

Net Income

Up

$62,495

Up $32,306 (+107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$400K$300K$200K$100K$0Assets 2013: $111,913Liabilities 2013: $0Net Assets 2013: $111,9132013Assets 2014: $120,371Liabilities 2014: $0Net Assets 2014: $120,3712014Assets 2015: $105,507Liabilities 2015: $0Net Assets 2015: $105,5072015Assets 2016: $119,584Liabilities 2016: $0Net Assets 2016: $119,5842016Assets 2018: $176,002Liabilities 2018: $0Net Assets 2018: $176,0022018Assets 2019: $203,488Liabilities 2019: $0Net Assets 2019: $203,4882019Assets 2020: $235,495Liabilities 2020: $0Net Assets 2020: $235,4952020Assets 2021: $260,790Liabilities 2021: $0Net Assets 2021: $260,7902021Assets 2022: $290,979Liabilities 2022: $0Net Assets 2022: $290,9792022Assets 2023: $353,474Liabilities 2023: $0Net Assets 2023: $353,4742023Assets 2025: $341,524Liabilities 2025: $0Net Assets 2025: $341,5242025

Highlighted filing

2023

Assets$353,474
Liabilities$0
Net Assets$353,474
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100KExpenses 2013: $170,4822013Revenue 2014: $194,327Expenses 2014: $185,869Net Income 2014: $8,4582014Revenue 2015: $201,185Expenses 2015: $216,049Net Income 2015: -$14,8642015Revenue 2016: $216,432Expenses 2016: $202,355Net Income 2016: $14,0772016Revenue 2018: $219,081Expenses 2018: $194,058Net Income 2018: $25,0232018Revenue 2019: $204,226Expenses 2019: $176,740Net Income 2019: $27,4862019Revenue 2020: $210,159Expenses 2020: $178,152Net Income 2020: $32,0072020Revenue 2021: $219,625Expenses 2021: $194,330Net Income 2021: $25,2952021Revenue 2022: $176,171Expenses 2022: $145,982Net Income 2022: $30,1892022Revenue 2023: $236,498Expenses 2023: $174,003Net Income 2023: $62,4952023Revenue 2025: $165,250Expenses 2025: $196,005Net Income 2025: -$30,7552025

Highlighted filing

2023

Revenue$236,498
Expenses$174,003
Net Income$62,495
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$236,498
Mission and Program Overview

Mission

Provide employee benefits to school employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$240,979$303,474▲ $62,495
Savings and Temporary Cash Investments$50,000$50,000→ $0
Total Assets$290,979$353,474▲ $62,495
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$290,979$353,474▲ $62,495
Total Net Assets Fund Balance$290,979$353,474▲ $62,495
Total Liabilities and Net Assets / Fund Balance$290,979$353,474▲ $62,495
Compensation and Service Providers
Top Officer Pay59th percentile

Board Members and Trustees

NameTitle
Kathleen GarlickChair
Jennifer DefrankTrustee
Lacy JonesTrustee
Sabrina BurtonTrustee
Tracy MagieTrustee
Kristin QuintoniSecretary
Debra CharltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$236,348
Investment Income
$150
Other Revenue
$0
Change in Net Assets
$62,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$158,073--$158,073
Insurance$5,121$5,121-$10,242
Fees for Services Legal$2,336$2,336-$4,672
Fees for Services Accounting-$950-$950
Fees for Services Other-$66-$66
Total Functional Expenses$165,530$8,473$0$174,003
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
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sullivan County Boces
EIN
32-0252836
Phone
8452954138
Address
PO BOX 443, FERNDALE, NY 12734-0443

Signing Officer

Name
Debra Charlton
Title
Treasurer
Phone
8452954138
Signed
2023-11-13

Organization Details

Principal Officer
Debra Charlton
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Gitlin & Associates Llp
Address
55 S MAIN ST, LIBERTY, NY 12754-1830
Preparer
Edward Musa
Phone
8452927780
Raw XML Appendix258 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/Form990PartVIISectionAGrp/TitleTxt1TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0236498
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgramServiceRevenueGrp/Desc2COBRA/RETIREE CONTRIBUTIONS
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum08452954138
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0127541830
ReturnHeader/PreparerPersonGrp/PhoneNum08452927780
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD MUSA
ReturnHeader/ReturnTs02023-11-13T09:28:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHARLTON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,474
Liabilities
$0
Net assets
$353,474
Revenue
$236,498
Expenses
$174,003
Net income
$62,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.00$3.42$1.65$1.96$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$2.36$1.74$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.00$2.91$1.76$1.46$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$2.20$1.94$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$2.10$1.78$0.32
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$2.04$1.77$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$2.19$1.94$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$2.16$2.02$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$2.01$2.16$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$1.94$1.86$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.70
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)5 • <$500k nonprofits