Civic Intelligence

Occupations Employee Benefits Trust

EIN 45-6271549 • 501(c)9 • Middletown, NY

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Profile

Voluntary employee beneficiary association for the payment of health and welfare benefits to current and eligible former occupations employees and their dependents.

15 Fortune Rd WMiddletown, NY 10941

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.19x

Higher debt load relative to revenue than 76% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-46%

Higher net margin than 10% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$3,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-20%

Faster asset growth than 4% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

21%

Faster revenue growth than 68% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$1,101,253

Down $269,330 (-20%) from 2023

Liabilities

Down

$68,798

Down $101,691 (-60%) from 2023

Net Assets

Down

$1,032,455

Down $167,639 (-14%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin10th percentile

Revenue

Up

$361,646

Up $61,573 (+21%) from 2023

Expenses

Up

$529,284

Up $384,785 (+266%) from 2023

Net Income

Down

-$167,638

Down $323,212 (-208%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $486,236Liabilities 2011: $4,337Net Assets 2011: $481,8992011Assets 2012: $456,875Liabilities 2012: -$480Net Assets 2012: $457,3552012Assets 2013: $445,913Liabilities 2013: -$150Net Assets 2013: $446,0632013Assets 2014: $426,169Liabilities 2014: $34,438Net Assets 2014: $391,7312014Assets 2015: $404,999Liabilities 2015: $36,945Net Assets 2015: $368,0542015Assets 2016: $438,973Liabilities 2016: $1,520Net Assets 2016: $437,4532016Assets 2017: $591,463Liabilities 2017: $61,171Net Assets 2017: $530,2922017Assets 2018: $650,859Liabilities 2018: $11,180Net Assets 2018: $639,6792018Assets 2019: $731,554Liabilities 2019: $18,801Net Assets 2019: $712,7532019Assets 2020: $988,715Liabilities 2020: $146,970Net Assets 2020: $841,7452020Assets 2021: $1,121,181Liabilities 2021: $190,690Net Assets 2021: $930,4912021Assets 2022: $1,164,997Liabilities 2022: $120,477Net Assets 2022: $1,044,5202022Assets 2023: $1,370,583Liabilities 2023: $170,489Net Assets 2023: $1,200,0942023Assets 2024: $1,101,253Liabilities 2024: $68,798Net Assets 2024: $1,032,4552024

Highlighted filing

2024

Assets$1,101,253
Liabilities$68,798
Net Assets$1,032,455
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $448,6112011Expenses 2012: $744,2482012Revenue 2013: $825,391Expenses 2013: $836,683Net Income 2013: -$11,2922013Revenue 2014: $789,048Expenses 2014: $843,380Net Income 2014: -$54,3322014Revenue 2015: $279,047Expenses 2015: $302,724Net Income 2015: -$23,6772015Revenue 2016: $282,368Expenses 2016: $212,969Net Income 2016: $69,3992016Revenue 2017: $287,597Expenses 2017: $194,964Net Income 2017: $92,6332017Revenue 2018: $271,200Expenses 2018: $161,813Net Income 2018: $109,3872018Revenue 2019: $255,527Expenses 2019: $182,453Net Income 2019: $73,0742019Revenue 2020: $319,533Expenses 2020: $192,135Net Income 2020: $127,3982020Revenue 2021: $246,538Expenses 2021: $163,544Net Income 2021: $82,9942021Revenue 2022: $257,597Expenses 2022: $140,730Net Income 2022: $116,8672022Revenue 2023: $300,073Expenses 2023: $144,499Net Income 2023: $155,5742023Revenue 2024: $361,646Expenses 2024: $529,284Net Income 2024: -$167,6382024

Highlighted filing

2024

Revenue$361,646
Expenses$529,284
Net Income-$167,638
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
$1,101,253
Liabilities
$68,798
Net assets
$1,032,455
Revenue
$361,646
Expenses
$529,284
Net income
-$167,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.07$1.03$0.36$0.53$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.17$1.20$0.30$0.14$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.12$1.04$0.26$0.14$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.19$0.93$0.25$0.16$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.15$0.84$0.32$0.19$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.71$0.26$0.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$0.27$0.16$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.59$0.06$0.53$0.29$0.19$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.28$0.21$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.37$0.28$0.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.03$0.39$0.79$0.84$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.83$0.84$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.48$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$361,646
Mission and Program Overview

Mission

Voluntary employee beneficiary association for the payment of health and welfare benefits to current and eligible former occupations employees and their dependents.

Voluntary employee beneficiary assoc. For the payment of health and welfare benefits to current and eligible former occupations employees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,369,845$1,169,267▼ $200,578
Rtn Earn Endowment Incm Other Fnds$1,200,094$1,032,455▼ $167,639
Savings and Temporary Cash Investments$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
Investments in Publicly Traded Securities$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
Accounts Receivable$738$-68,752▼ $69,490
Total Assets$1,370,583$1,101,253▼ $269,330
Other Assets Total$0$738▲ $738
Liabilities
Accounts Payable and Accrued Expenses$170,489$68,798▼ $101,691
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$170,489$68,798▼ $101,691
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,200,094$1,032,455▼ $167,639
Total Liabilities and Net Assets / Fund Balance$1,370,583$1,101,253▼ $269,330
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
ComericaVP & Trust OfficerPT$3,000$3,000

Highest Paid Contractors

ContractorServicesLocationCompensation
The Boon Group-6300 BRIDGEPOINT PKWY BLDG 3 500, Austin, TX 78730$71,241
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$302,495
Investment Income
$59,151
Other Revenue
$0
Change in Net Assets
$-167,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,241
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$455,043--$455,043
Other Expenses$3,000--$3,000
Total Functional Expenses$529,284$0$0$529,284
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Part VI, Section B, Question 11B

“Trustee review form 990 prior to filing.”

Part VI, Section B, Question 12C

“Annual conflict of interest statement reviewed.”

Part VI, Section C, Question 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Occupations Employee Benefits Trust
EIN
45-6271549
In Care Of
% COMERICA BANK
Phone
5126527574
Address
15 FORTUNE RD W, MIDDLETOWN, NY 10941

Signing Officer

Name
George Braden
Title
Officer
Phone
5123394441
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Braden - Comerica Bank
Voting Board Members
1
Independent Board Members
1
Employees
182

Preparer

Firm
Pope Shamsie & Dooley LLP
Address
5332 Thunder Creek Road, Austin, TX 78759
Preparer
Richard A Dooley CPA
Phone
5128361186
Raw XML Appendix356 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, QUESTION 11B
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pope Shamsie & Dooley LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05332 Thunder Creek Road
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard A Dooley CPA
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ReturnHeader/ReturnTs02025-09-11T08:44:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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