Civic Intelligence

Multifamily Insurance Trust

EIN 35-7086833 • 501(c)9 • suffern, NY

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Profile

This voluntary employee benefit association provides for the payment of certain health and medical benefits to eligible employees, surviving spouses, dependents and beneficiaries.

4 executive blvdsuffern, NY 10901

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.75x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

47th percentile

1.0%

Higher net margin than 47% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

53rd percentile

6.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,338,481

Up $145,989 (+12%) from 2023

Liabilities

Up

$380,146

Up $172,956 (+83%) from 2023

Net Assets

Down

$958,335

Down $26,967 (-2.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin47th percentile

Revenue

Up

$8,744,630

Up $9,743 (+0.1%) from 2023

Expenses

Up

$8,827,241

Up $867,415 (+11%) from 2023

Net Income

Down

-$82,611

Down $857,672 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $488,160Liabilities 2019: $84,569Net Assets 2019: $403,5912019Assets 2020: $893,579Liabilities 2020: $385,124Net Assets 2020: $508,4552020Assets 2021: $708,503Liabilities 2021: $591,169Net Assets 2021: $117,3342021Assets 2022: $791,846Liabilities 2022: $596,615Net Assets 2022: $195,2312022Assets 2023: $1,192,492Liabilities 2023: $207,190Net Assets 2023: $985,3022023Assets 2024: $1,338,481Liabilities 2024: $380,146Net Assets 2024: $958,3352024

Highlighted filing

2024

Assets$1,338,481
Liabilities$380,146
Net Assets$958,335
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $7,180,032Expenses 2019: $6,651,194Net Income 2019: $528,8382019Revenue 2020: $7,552,091Expenses 2020: $7,447,227Net Income 2020: $104,8642020Revenue 2021: $7,578,441Expenses 2021: $7,969,562Net Income 2021: -$391,1212021Revenue 2022: $8,049,430Expenses 2022: $7,971,533Net Income 2022: $77,8972022Revenue 2023: $8,734,887Expenses 2023: $7,959,826Net Income 2023: $775,0612023Revenue 2024: $8,744,630Expenses 2024: $8,827,241Net Income 2024: -$82,6112024

Highlighted filing

2024

Revenue$8,744,630
Expenses$8,827,241
Net Income-$82,611
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,338,481
Liabilities
$380,146
Net assets
$958,335
Revenue
$8,744,630
Expenses
$8,827,241
Net income
-$82,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.38$0.96$8.74$8.83$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.21$0.99$8.73$7.96$0.78
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.60$0.20$8.05$7.97$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.59$0.12$7.58$7.97$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.39$0.51$7.55$7.45$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.08$0.40$7.18$6.65$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 25, 2025
Return Version
2023v6.0
Gross Receipts
$8,744,630
Mission and Program Overview

Mission

This voluntary employee benefit association provides for the payment of certain health and medical benefits to eligible employees, surviving spouses, dependents and beneficiaries.

To provide payments of certain health and medical benefits to eligible employees, surviving spouses, dependents and beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$993,081$1,192,128▲ $199,047
Rtn Earn Endowment Incm Other Fnds$985,302$958,335▼ $26,967
Savings and Temporary Cash Investments$198,042$144,984▼ $53,058
Accounts Receivable$1,369$1,369→ $0
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,192,492$1,338,481▲ $145,989
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$137,443$310,399▲ $172,956
Accounts Payable and Accrued Expenses$69,747$69,747→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$207,190$380,146▲ $172,956
Net Assets / Fund Balance
Total Net Assets Fund Balance$985,302$958,335▼ $26,967
Total Liabilities and Net Assets / Fund Balance$1,192,492$1,338,481▲ $145,989
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jeffrey GoldsteinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,744,103
Investment Income
$527
Other Revenue
$0
Change in Net Assets
$-82,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,744,630
Revenue Not Reported on Form 990
$55,644
Total Revenue per Audited Statements
$8,800,274
Total Revenue per Form 990
$8,744,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$294,624
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---$8,532,617
Fees for Services Other---$214,981
Fees for Services Accounting---$44,036
Office Expenses---$28,009
Insurance---$7,598
Total Functional Expenses$0$0$0$8,827,241

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,827,241
Expenses per Audited Statements$8,654,285
Total Expenses per Audited Statements$8,654,285
Expenses Not Reported on Financial Statements$172,956
Other Expense Adjustments$172,956
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$234,149
Due to Multifamily Mngmt Servi$76,250
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 8B:

“No committee has authority to act on behalf of the governing body.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The form 990 is provided to 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 of the plan are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Multifamily Insurance Trust
EIN
35-7086833
In Care Of
% JOHN BRYAN
Phone
8453682400
Address
4 executive blvd, suffern, NY 10901

Signing Officer

Name
John Bryan
Title
CFO
Phone
8453682400
Signed
2025-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Bryan
Formed
2017
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA
Address
200 PARK AVENUE 38TH FLOOR, NEW YORK, NY 10166
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Financial Statement Notes

SCHEDULE D, PART X, LINE 2:

“U.s. Gaap requires multifamily insurance trust's (the "plan") management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

SCHEDULE D, PART XII, LINE 2B:

“Change in benefit claims payable.......$172,956”

Raw XML Appendix372 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES MULTIFAMILY INSURANCE TRUST'S (THE "PLAN") MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT CLAIMS PAYABLE.......$172,956
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART XII, LINE 2b:
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IRS990ScheduleD/TotalLiabilityAmt0310399
IRS990ScheduleD/TotalRevenuePerForm990Amt08744630
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08800274
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08654285
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE PLAN ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt4NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt5NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt6NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt7NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0GoldOller Management Services LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SueHope Realty
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2Goldstein Management Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3Madison Parke LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4Multifamily Management Philadelphia LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5Multifamily Management Services LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6Rittenhouse Realty Advisors LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7Rittenhouse Funding Associates LLC
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01192492
IRS990/TotalAssetsEOYAmt01338481
IRS990/TotalAssetsGrp/BOYAmt01192492
IRS990/TotalAssetsGrp/EOYAmt01338481
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08827241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0207190
IRS990/TotalLiabilitiesEOYAmt0380146
IRS990/TotalLiabilitiesGrp/BOYAmt0207190
IRS990/TotalLiabilitiesGrp/EOYAmt0380146
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0985302
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0958335
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08744103
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0527
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08744103
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08744630
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01192492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01338481
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04 executive blvd
IRS990/USAddress/CityNm0suffern
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010901
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Bryan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0cfo
ReturnHeader/BusinessOfficerGrp/PhoneNum08453682400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MULTIFAMILY INSURANCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MULT
ReturnHeader/Filer/EIN0357086833
ReturnHeader/Filer/InCareOfNm0% JOHN BRYAN
ReturnHeader/Filer/PhoneNum08453682400
ReturnHeader/Filer/USAddress/AddressLine1Txt04 executive blvd
ReturnHeader/Filer/USAddress/CityNm0suffern
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 PARK AVENUE 38TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010166
ReturnHeader/PreparerPersonGrp/PhoneNum02128858000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Hammerschmidt
ReturnHeader/ReturnTs02025-03-25T13:35:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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