Civic Intelligence

Haldane Schools Benefit Trust Fund

990EZ • Fiscal year 2012 • EIN 90-0591008

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 04, 2013

Organization ProfileN/A
15 Craigside Drive10516
Siviq Scores

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

Liabilities / Assets

79th percentile

0.03x

Higher debt load relative to assets than 79% of similar nonprofits.

2012 filings • NTEE Y • <$500k nonprofits • Source year 2012

Liabilities / Revenue

88th percentile

0.13x

Higher debt load relative to revenue than 88% of similar nonprofits.

2012 filings • NTEE Y • <$500k nonprofits • Source year 2012

Net Margin

7th percentile

-43%

Higher net margin than 7% of similar nonprofits.

2012 filings • NTEE Y • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

28th percentile

-7.2%

Faster asset growth than 28% of similar nonprofits.

2012 filings • NTEE Y • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2012 filings • NTEE Y • <$500k nonprofits • Annualized from 2010 to 2012

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$473,414

Down $36,917 (-7.2%) from 2011

Net Assets

Down

$461,350

Down $40,791 (-8.1%) from 2011

Liabilities

Up

$12,064

Up $3,874 (+47%) from 2011

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin7th percentile

Revenue

$93,868

No earlier filing loaded for comparison.

Expenses

Up

$134,658

Up $32,336 (+32%) from 2011

Net Income

-$40,790

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2012

Assets$473,414
Liabilities$12,064
Net Assets$461,350
Open 2012 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$93,868
Expenses$134,658
Net Income-$40,790
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 4, 2013
Return Version
2011v1.5
Mission and Program Overview

Mission

To Provide Additional Benefits to Members Dental & Vision

Filing and Contact Details

Filer

EIN
90-0591008
Raw XML Appendix126 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/BenefitsPaidToOrForMembers0127458
IRS990EZ/CashSavingsAndInvestments/BOY0437329
IRS990EZ/CashSavingsAndInvestments/EOY0429582
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-40790
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts093868
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0502140
IRS990EZ/NetAssetsOrFundBalancesBOY0502140
IRS990EZ/NetAssetsOrFundBalances/EOY0461350
IRS990EZ/NetAssetsOrFundBalancesEOY0461350
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1015 CRAIGSIDE DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1115 CRAIGSIDE DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1215 CRAIGSIDE DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0COLD SPRING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1COLD SPRING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2COLD SPRING
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2NY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode010516
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode110516
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode210516
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition010.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition110.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition210.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KATHY CASEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JOHANNA RUPP
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2LORRAINE ISLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY073001
IRS990EZ/OtherAssetsTotal/EOY043832
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal07200
IRS990EZ/OtherRevenueTotal01248
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE ADDITIONAL MEDICAL BENEFITS TO MEMBERS OF THE TEACHING UNIT.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ADDITIONAL MEDICAL BENEFITS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses0134658
IRS990EZ/ProgramServiceRevenue092620
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY08190
IRS990EZ/SumOfTotalLiabilities/EOY012064
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 15136
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0ALBANY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0122125136
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10PREFERRED GROUP PLANS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05186410321
IRS990EZ/TotalAssets/BOY0510330
IRS990EZ/TotalAssets/EOY0473414
IRS990EZ/TotalExpenses0134658
IRS990EZ/TotalProgramServiceExpenses0134658
IRS990EZ/TotalRevenue093868
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,248.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 7,200.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 73,001. END OF YEAR AMOUNT: 43,832.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: ACCRUED CLAIMS PAYABLE. BEG. OF YEAR AMOUNT: 8,190. END OF YEAR AMOUNT: 12,064.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0900591008
ReturnHeader/Filer/Name/BusinessNameLine10HALDANE SCHOOLS BENEFIT TRUST FUND
ReturnHeader/Filer/NameControl0HALD
ReturnHeader/Filer/Phone05186410321
ReturnHeader/Filer/USAddress/AddressLine1015 CRAIGSIDE DRIVE
ReturnHeader/Filer/USAddress/City0COLD SPRING
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010516
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-03-04
ReturnHeader/Officer/Name0KATHY CASEY
ReturnHeader/Officer/Phone05186410321
ReturnHeader/Officer/Title0CHAIRMAN
ReturnHeader/Preparer/DatePrepared02013-03-04
ReturnHeader/PreparerFirm/EIN0133692922
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GKG CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10254 ROUTE 17K
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NEWBURGH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode012550
ReturnHeader/Preparer/Name0EILEEN GLASSMAN
ReturnHeader/Preparer/Phone08455673600
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-03-11T17:23:58-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$473,414
Liabilities
$12,064
Net assets
$461,350
Revenue
$93,868
Expenses
$134,658
Net income
-$40,790
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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$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