Civic Intelligence

Haldane Schools Benefit Trust Fund

EIN 90-0591008 • 501(c)9 • Cold Spring, NY

Profile

Provide additional dental and vision benefits to the members of the teaching unit of haldane schools.

PO Box 316Cold Spring, NY 10516

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

NTEE Y • <$500k nonprofits • Source year 2025

Top Officer Pay

88th percentile

$750

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

NTEE Y • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

7.6%

Faster revenue growth than 59% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$177,605

Up $38,442 (+28%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$177,605

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$130,192

Up $9,151 (+7.6%) from 2024

Expenses

Up

$91,750

Up $272 (+0.3%) from 2024

Net Income

Up

$38,442

Up $8,879 (+30%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$600K$400K$200K$0Assets 2010: $452,629Liabilities 2010: $4,841Net Assets 2010: $447,7882010Assets 2011: $510,331Liabilities 2011: $8,190Net Assets 2011: $502,1412011Assets 2012: $473,414Liabilities 2012: $12,064Net Assets 2012: $461,3502012Assets 2018: $129,885Liabilities 2018: $35,5842018Assets 2019: $70,675Liabilities 2019: $23,044Net Assets 2019: $47,6312019Assets 2020: $79,906Liabilities 2020: $32,7302020Assets 2021: $57,433Net Assets 2021: $57,4332021Assets 2022: $86,782Liabilities 2022: $0Net Assets 2022: $86,7822022Assets 2023: $109,600Liabilities 2023: $02023Assets 2024: $139,163Liabilities 2024: $02024Assets 2025: $177,605Net Assets 2025: $177,6052025

Highlighted filing

2025

Assets$177,605
Liabilities-
Net Assets$177,605
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

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

$200K$100K$0-$100KRevenue 2010: $156,587Expenses 2010: $100,553Net Income 2010: $56,0342010Expenses 2011: $102,3222011Revenue 2012: $93,868Expenses 2012: $134,658Net Income 2012: -$40,7902012Revenue 2018: $119,029Expenses 2018: $163,078Net Income 2018: -$44,0492018Revenue 2019: $124,931Expenses 2019: $171,601Net Income 2019: -$46,6702019Revenue 2020: $120,911Expenses 2020: $121,366Net Income 2020: -$4552020Revenue 2021: $127,550Expenses 2021: $117,293Net Income 2021: $10,2572021Revenue 2022: $117,522Expenses 2022: $88,173Net Income 2022: $29,3492022Revenue 2023: $116,666Expenses 2023: $93,848Net Income 2023: $22,8182023Revenue 2024: $121,041Expenses 2024: $91,478Net Income 2024: $29,5632024Revenue 2025: $130,192Expenses 2025: $91,750Net Income 2025: $38,4422025

Highlighted filing

2025

Revenue$130,192
Expenses$91,750
Net Income$38,442
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,605
Liabilities
-
Net assets
$177,605
Revenue
$130,192
Expenses
$91,750
Net income
$38,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.78$1.78$1.30$0.92$0.38
2024Summary only. Only limited summary data is available for this year.$1.39$0.00$1.21$0.91$0.30
2023Summary only. Only limited summary data is available for this year.$1.10$0.00$1.17$0.94$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.18$0.88$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.57$1.28$1.17$0.10
2020Summary only. Only limited summary data is available for this year.$0.80$0.33$1.21$1.21$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.23$0.48$1.25$1.72$0.47
2018Summary only. Only limited summary data is available for this year.$1.30$0.36$1.19$1.63$0.44
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.12$4.61$0.94$1.35$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$0.08$5.02$1.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.05$4.48$1.57$1.01$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.0
Gross Receipts
$130,192
Mission and Program Overview

Mission

To Provide Additional Benefits to Members Dental & Vision

Provide additional dental and vision benefits to the members of the teaching unit of haldane schools.

Program Services

DescriptionGrantsExpenses
PROVIDED ADDITIONAL DENTAL AND VISION BENEFITS TO MEMBERS OF THE TEACHING UNIT OF HALDANE SCHOOLS.--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN SPOONERTrusteePT$750-$750
KATHRYN CASEYTrusteePT$750-$750
NANCY MARTINEZTrusteePT$750-$750
Filing and Contact Details

Filer

Filer Name
Haldane Schools Benefit Trust Fund
EIN
90-0591008
Phone
5162205210
Address
PO BOX 316, COLD SPRING, NY 10516

Signing Officer

Name
Kristen Spooner
Title
Trustee
Phone
5162205210
Signed
2025-10-27
Discuss with paid preparer
Yes

Preparer

Firm
ARCARA LENDA EUSANIO & STACEY CPA'S PC
Address
5214 MAIN ST STE 200, WILLIAMSVILLE, NY 14221
Preparer
David Arcara CPA
Phone
7166342722
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses other general expenses 1,042 total 1,042”

Form 990-ez, Part III

“Provide additional dental and vision benefits to the members of the teaching unit of haldane schools.”

Raw XML Appendix94 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/BenefitsPaidToOrForMembersAmt081858
IRS990EZ/BooksInCareOfDetail/PersonNm0KRISTEN SPOONER
IRS990EZ/BooksInCareOfDetail/PhoneNum05162205210
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 316
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLD SPRING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010516
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177605
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038442
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0177605
IRS990EZ/GrossReceiptsAmt0130192
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0491
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0177605
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0177605
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN SPOONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHRYN CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NANCY MARTINEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01042
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE ADDITIONAL DENTAL AND VISION BENEFITS TO THE MEMBERS OF THE TEACHING UNIT OF HALDANE SCHOOLS.
IRS990EZ/ProgramServiceRevenueAmt0129701
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ADDITIONAL DENTAL AND VISION BENEFITS TO MEMBERS OF THE TEACHING UNIT OF HALDANE SCHOOLS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02250
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091750
IRS990EZ/TotalRevenueAmt0130192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER GENERAL EXPENSES 1,042 TOTAL 1,042
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDE ADDITIONAL DENTAL AND VISION BENEFITS TO THE MEMBERS OF THE TEACHING UNIT OF HALDANE SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTEN SPOONER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05162205210
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALDANE SCHOOLS BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0HALD
ReturnHeader/Filer/EIN0900591008
ReturnHeader/Filer/PhoneNum05162205210
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 316
ReturnHeader/Filer/USAddress/CityNm0COLD SPRING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010516
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471793720
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCARA LENDA EUSANIO & STACEY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05214 MAIN ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014221
ReturnHeader/PreparerPersonGrp/PhoneNum07166342722
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID ARCARA CPA
ReturnHeader/ReturnTs02025-10-30T09:31:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.